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IntelliCon Speakers
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Connect. Disrupt. Grow.

Speakers – SCIP IntelliCon Virtual

November 16–20, 2020

Edward Allison

Edward Allison, Founder, CompeteIQ

Intelligence as a Professional Function - Laying Organizational, Technological, and Personal Foundations for Your Intelligence Career
Monday, November 16

A lifelong Intelligence Professional who built four successful Intelligence practices at large technology companies including Cisco Systems, Symbol Technologies, Juniper Networks, and Polycom. As corporate intelligence practices faced headwinds in the post-internet era, Ed's teams often grew from minor teams of 3, to large teams of 8 or more. Budgets, access to executives & board members, and general corporate support followed directly. Based on inspiration as a military officer (U.S. Army, Captain, Signal Corps), an obsession with technology, and leadership practices Ed has developed a system for the Intelligence professional. Ed currently serves customers with IT systems and professional services to make everyone in their organization an intelligence asset.

Kelly Angus

Kelly Angus, Market Insights Manager, Blackbaud

Don't Be Afraid of Qualitative Data: Methodologies to Help your Analysis
Tuesday, November 17

Kelly is the Market Insights Manager at Blackbaud and a member of the Competitive and Market Intelligence team. She splits her time between owning the Voice of the Customer program, and infusing market insights across the global marketing group. Her background in academia is what led to her love of research and unpacking themes in qualitative data. While completing her PhD at the University of Tennessee, she specialized in qualitative research and has now transferred those skills to help maximize customer feedback at Blackbaud.

Piyush Arora

Piyush Arora, Strategy & Planning Lead, TD Wealth

CI as an enabler to Formulate & Execute Company Strategy – Best Practices from Cross-Industry Case Studies
Monday, November 16

Piyush is a thought leader, influencer and collaborator with a focus on fostering growth through innovation. He is a strategic advisor to senior executives, presenting and facilitating strategy and operations discussions at all levels challenging the status quo to uncover innovative strategies and business models. Piyush has a passion for leading change through technology-enabled innovation with extensive experience in strategy, planning, project management and consulting in diverse industries and firm sizes. With a proven track record of identifying new growth opportunities, leading strategic initiatives and test & learns pilots, Piyush has led the development of new service concepts leveraging data, technology, insights and strategic partnerships. He is adept at both strategy formulation and execution of complex cross-functional strategic initiatives and brings a unique mix of cross-industry experience, technology, financial & business acumen and collaboration skills.

Tracy Berry

Tracy Berry, Senior Competitive Strategy Manager, ServiceMax

Best Practices in Using CI to Enable Your Entire Organization
Monday, November 16

Tracy has spent nearly her entire career in competitive intelligence and strategy. She was an intelligence officer at NSA and CIA for 12 years, followed by several years running her own CI consulting firm. After taking time out from CI to explore her passion for equestrian sports as a horse show manager on the West Coast, she returned to the corporate world as a CI manager for a major mortgage insurance firm in 2014. Since July 2018, Tracy has been with ServiceMax, where she is busy launching the competitive strategy function for this global field service management software company. Tracy resides in Santa Rosa in the heart of California wine country with her winemaker fiancé Jon, dogs Bella and Toby, and crazy cat Hedwig. Jon and Tracy also own a home in Burgundy and split their time between the U.S. and France. Tracy's French is poor but improving, and she has developed a passion for French food and wine. She is the 2018 recipient of the SCIP Distinguished Member award and has presented at numerous SCIP conferences.

Christophe Bisson

Christophe Bisson, PhD, Scientific Director, SKEMA Business School

Survive and Thrive in Post-COVID-19 Society
Thursday, November 19

Christophe Bisson, PhD is Scientific Director of the MSc "International Strategy & Influence" at SKEMA Business School and lectures at graduate levels in Paris, Raleigh (US) and Suzhou (China). He explores how strategic and competitive intelligence systems can be ‘augmented’ by Machine Learning and become hybrid systems. He received international and national awards for his work and got research funds from the American NSF, EU, the French Ministry of Research, Turkey, Saudi Arabia and Peru. His book entitled « Guide de Gestion Stratégique de l’Information pour les PME », articles have been selected by the French Inter-Ministerial Strategic Economic Affairs Directorate. He created the software ‘Stratbrain’ that he uses for his lectures and trainings. Christophe is SCIP advisory board member, Full member of WFSF (a consultative partner of UN and UNESCO), editorial board member of Journal of Intelligence Studies in Business, Competitive Intelligence, Human Futures and Veillemag.

Aurelien Blaha

Aurelien Blaha, Chief Marketing Officer, Digimind

AI for CI: Myth and Reality
Tuesday, November 17

Aurelien Blaha is Chief Marketing Officer with Digimind, a global leader in competitive intelligence and social listening software. Prior to Digimind, he has been a Marketing Director with FINALCAD, a construction software startup. Previously, Aurelien held various positions in social media and competitive intelligence at Dassault Systèmes, a global software vendor. As a CI practitioner with a focus on tactical sales, he successfully launched and animated a community of 3000+ professionals around CI-related topics, and shared the results of this experience at SCIP 2011 European Summit. Since 2019, Aurelien is the Chapter Lead for SCIP France. Aurelien holds a Master's degree in Software Engineering in Paris, France and a Master's degree in International Business from Thunderbird School of Global Management in Phoenix, AZ. He currently lives in Paris, France, with his wife and their two boys.

Leo Boulton

Leo Boulton, VP of Competitive Intelligence, ADP

Using Chatbots and Collaboration Tools to Increase Efficiency in Serving Constituents
Tuesday, November 17

Leo Boulton is Vice President of Competitive Intelligence for ADP providing actionable insights to Sales, Product, and Strategy. Leo was previously the Director of Competitive Intelligence for the Enterprise Infrastructure and Software group at Cisco. He is a fan of efficiency. His experience leading competitive intelligence include strategic and tactical decision making support for very technical engineering and product teams, direct B2B deal support, and long term strategic input. Prior to his 10 years in Competitive Intel, Leo used to be in the trenches performing multiple pre-sales roles for different market segments in the South East US. Leo has also been a guest speaker in multiple Competitive Intelligence conferences including SCIP, CiMi, and CI+S. 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.

Michelle Volesko Brewer

Michelle Volesko Brewer, Competitive Intelligence Manager, Wolters Kluwer

Transforming Your Value Proposition with Sales Battlecards
Wednesday, November 18

Michelle provides research, analysis and expert searching for Wolters Kluwer, Ovid and Lippincott in support of executive strategy, publishing, platforms, content, marketplace and new product development. Prior to joining Wolters Kluwer, she was director of a healthcare association library for 31 years with industry expertise in hospitals, health services research and evidence based medicine, including the library's research services, archive, copyright, publications, software training and websites. She founded and directed a multi-state library consortia, licensing 1M$ with major publishers. She has delivered presentations, courses, authored published articles, reports, and developed and awarded state and federal grants and elected to library leadership positions and appointed to boards and advisory groups. Most recently she received the Wolters Kluwer's "2018 STAR VIP Award" and currently serves on the Outreach Committee of, a coalition for a streamlined online access with 5 groups: Internet2, STM, NISO, GÉANT and ORCID

Salvador Carlucci

Salvador Carlucci, President, Atacana Group Inc

Lessons from Inside Novartis, Roche, and Atacana - 5 Questions You Need to Ask to Maximize Your Success and Significantly Increase the Value of Your CI
Monday, November 16

Salvador brings over 16 years of Competitive Intellignece experience in the life sciences industry. Prior to co-founding Atacana, Salvador worked as Head of Competitive Intelligence (CI) for Roche/Genentech. Prior to that, Salvador worked as Head of CI for Novartis Pharma. His teams supported the entire pharmaceutical division across the lifecycle of the product and supported functions such as development, regulatory, commercial, advocacy, BD&L, legal, IP, Pharma strategy, senior management and CEO. He is a global professional with strong cross-cultural perspective, having conducted business in 30+ countries and lived across the Globe.

Cynthia Cheng Correia

Cynthia Cheng Correia, Managing Director, Knowledge inForm

How CI Can Brush Away Misinformation and Combat Truth Decay
Friday, November 20

As practitioner, advisor, and instructor, Cynthia Cheng Correia helps professionals and organizations enhance their knowledge, intelligence, and insights. For over two decades, she has supported managers and companies in establishing competitive advantage through competitive and decision intelligence, critical foresight, and understanding biases and barriers that limit their potential. Cynthia is Managing Director of Knowledge inForm, a competitive and commercial intelligence consultancy; President of the Council of Competitive Intelligence Fellows; developer of SLA's Competitive and Decision Intelligence Certificates Program; and graduate program instructor in competitive intelligence and knowledge management for Simmons University, where she has been recognized for instructional excellence.

Steven Douvas

Steve Douvas, AVP/Sr Market Research Consultant, FM Global

Establishing a Market Intelligence Portal to Become an Invaluable Resource
Tuesday, November 17

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 developing and leading market research, strategic planning, and competitive intelligence functions. 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.

Craig Fleisher

Dr. Craig Fleisher, CLO, Aurora WDC

OPERATION FASTBALL – How Diversity, Equity & Inclusion Can Build a Durable Competitive Advantage
Friday, November 20

How CI Can Brush Away Misinformation and Combat Truth Decay

Dr. Craig S. Fleisher is a prolific author/editor (15 books, 180+ scholarly articles) and internationally renowned expert on analytics and intelligence. He is Chief Learning Officer of Aurora WDC, Madison, WI. In addition to having served as President or Chair of three international or national professional associations in Canada and the US including SCIP and the CI Foundation, he has been a member of university faculties in the US, Australia, Canada, CH, Finland, NZ, SA and the UK. He is Vice President of the Council of CI Fellows, a dean's advisory board member for the Univ. of Georgia Terry College of Business, and a SCIP Meritorious Award recipient.

Pavan Funk

Pavan Funk, Senior Director, Market Insights, Equifax

Insight Exchange: Expanding Influence Through a Webinar Program
Friday, November 20

Pavan Funk currently serves as Senior Director, Market Insights in the Corporate Strategy group at Equifax, where she has worked in various roles for the past 27 years including market research, product development, corporate development, business development and public relations. She supports the strategic planning process, new opportunity assessment, as well as competitive and market analysis.  Pavan has a Economics degree from Princeton University and an MBA from Duke University's Fuqua School of Business.

Erik Glitman

Erik Glitman, Founder and Chief Executive Officer, Fletcher/CSI

Ethical CI Gathering
Friday, November 20

Erik Glitman is the CEO of Fletcher/CSI, a global CI consultancy focused on primary research to support strategic and tactical decision making. Erik has been engaged in CI for over 28 years, providing advice to clients in multiple industries. In addition to his consulting role, Erik has been an educator, instructing an undergraduate course in global competitive intelligence and working with clients to improve their CI operations. Erik has a BS in Environmental Studies from Johnson State College, a BS in Economics from the University of Vermont, and a MA in International Affairs from American University.

Lisa Goldberg

Lisa Goldberg, Senior Director of Market Strategy and CI, Ellucian

A Competitive Spirit – Driving Excellence, Innovation and Competitive Mindset Across an Organization
Wednesday, November 18

Lisa Goldberg is an insightful market and competitive strategist with over two decades of experience working in higher education. Lisa's current role as Senior Director, Market Strategy has her focused on increasing Ellucian's ERP global success through a deep understanding of the market and competitive landscape. Lisa resides in Pennsylvania with her husband Jeff, daughter Caitlyn and two Bernese Mountain dogs.

Peter Grimm

Peter Grimm, CEO, Cipher

Workshop E: Here, Near and Next: Why Your Business Needs More Than Monitoring to Win in 2020
Date TBD

A graduate of the US Naval Academy, with experiences ranging from clandestine support for Navy SEALs to authoring intelligence featured in the President’s Daily Briefing, Peter has a unique blend of national security and strategy consulting experience. He brings this to bear when helping companies identify, anticipate and prepare for market disruption. While at Deloitte Consulting, his clients relied on him to deliver competitive intelligence solutions to anticipate and capitalize on market opportunities. As the CEO of Cipher, Peter leverages his national security and corporate strategy experiences with the latest AI and Natural Language Processing technologies to help clients better understand their buyers, competitors and markets. He is a regular speaker at industry and competitive intelligence conferences around the world and passionate about helping clients make smarter, faster decisions.

Stephen Hernan

Stephen Hernan, Senior Manager of Research & Market Intelligence, GE Healthcare

Get the Most Mileage and ROI - Best Practices in Trade Show Coverage
Wednesday, November 18

Analytical Thinking and Reporting for CI/MI Producers
Friday, November 20

Steve Hernan is a specialist in market strategy and intelligence. His professional experience includes key roles with leading multinationals in the life science and advanced technology sectors. A formally trained intelligence analyst, data/analytics specialist, and forecasting professional, Steve provides executives and sales teams with actionable, quantifiable insights on the key disruptive forces, industry change drivers, and new market opportunities that impact their organizations and contribute to their operational success. Steve has an MBA from the Thunderbird School of Global Management and is an active member of SCIP and IBF (Institute of Business Forecasting & Planning). He is also the author of "Brain Hacking: The Expert’s Guide to Human Source Intelligence Collection" (Amazon, 2015).

Lisa Hicks

Lisa Hicks, Managing Partner & Chief Research Officer, Valeo Strategy Group

Workshop F: Strategic Agility in a Digitized World: Moving from Insights to Strategy to Execution
Date TBD

Lisa Hicks is a 16-year veteran of the Competitive Intelligence industry. As a managing partner and Chief Strategy Officer in Valeo Strategy Group, she delivers premier strategic intelligence and business strategy consulting engagements to the Fortune Global 2000 across a broad range of industries, such as Insurance & Financial Services, Manufacturing/Industrial, Healthcare, Technology & Telecommunications. She excels at providing strategic insights and decision-support to executives looking to expand revenue opportunities and outperform key competitors.

August Jackson

August Jackson, Senior Director of Market and Competitive Intelligence, Deltek

Applications & Best Practices for Using MI/CI Tools to Drive Efficiency & Growth

August Jackson is a competitive intelligence and strategy professional who focuses on the role of information technology and data as the basis for competitive advantage. He is the Senior Director of Market and Competitive Intelligence at Deltek, an enterprise software company that delivers products and solutions to project-focused organizations.

Prior to Deltek, August spent 6 years at the Big Four firm Ernst & Young LLP, guiding the organizations’ senior leaders on the impacts of digital transformation and technology’s transformative impact on professional services and accounting and the basis of competitive differentiation.

August spent over 10 years in the telecommunications industry in marketing and competitive intelligence roles with British Telecom, AT&T and Verizon. He has also worked with government agencies to apply commercial intelligence methods and technology to government intelligence challenges.

August is a recognized expert in applying emerging technologies to market and competitive intelligence challenges. He is a member of the Council of Competitive Intelligence Fellows, a select body of the leading professionals dedicated to advancing and advocating for the profession. August is a past chair of the Strategic and Competitive Intelligence Professionals and has contributed to the profession with his writing, presentations and workshops on topics including scenario analysis and social media. He launched and hosted the first podcast on Competitive Intelligence.

August received his BA in International Affairs from George Washington University and MBA from the University of Maryland Robert H. Smith School of Business.

Arik Johnson

Arik Johnson, Aurora WDC

OPERATION FASTBALL – How Diversity, Equity & Inclusion Can Build a Durable Competitive Advantage
Friday, November 20

Arik Johnson is Chairman of Aurora WDC, the innovation, strategy and insights company he founded in 1995, and Managing Director of the Centers for Open Reconnaissance, Aurora's intelligence R&D lab and policy institute.

David Kalinowski

David Kalinowski, Co-founder, Proactive Worldwide, Inc.

Workshop A: Foundations of Market and Competitive Intelligence
Date TBD

David Kalinowski leads the organization in developing and implementing the strategies and tactics that are critical to providing world-class competitive intelligence research, training, and consulting services. A 30-year veteran in the CI field, David is a trusted advisor known for his skills in helping clients recognize and transcend their business and competitive challenges. He has directed CI research and consulting assignments for hundreds of domestic and international corporations across many industries. David received the SCIP Catalyst Award in 2005 for his outstanding contributions to our profession.

Peter Kenseth

Peter Kenseth, Vice President, Maia Strategy Group

Ethical CI Gathering
Friday, November 20

Peter Kenseth is a Vice President at Maia Strategy Group, where he is responsible for managing client relationships and leading projects that support strategic and tactical decision-making in the Finance/Insurance, CPG, Petfood/Petcare, Animal Health, Pharmaceutical, and Life Sciences sectors. Mr. Kenseth has led over 100 engagements for Fortune 500 companies in the aforementioned verticals.

Peter effectively leverages both quantitative and qualitative analysis to deliver actionable recommendations to his clients. Mr. Kenseth utilizes targeted research output to support his clients' big-picture strategic objectives, and is passionate about helping his clients quickly adapt to ever-changing market and competitive environments.

Prior to joining Maia Strategy Group in 2013, Mr. Kenseth was a consultant at multiple boutique consulting firms, where he assisted Fortune 100 clients in the life sciences, business services, and consumer goods sectors in developing sales channel, operational, and go-to-market strategies. He has over 10 years of consulting experience.

Mr. Kenseth holds a B.A. from Dartmouth College, where he was a Cum Laude graduate, with Highest Honors.

Victor Knnip

Victor Knip, Vice President, Intelligence Best Practices , M-Brain Group

What Exactly Do Companies with World-Class Intelligence Do Differently?
Monday, November 16

With 20 years of experience in all facets of market & competitive intelligence, Victor heads up M-Brain's intelligence best practices unit in the Americas from its offices in NYC. Through this role, he 1) helps companies set up and further develop intelligence functions based on best practices 2) directs regional benchmarking circles and 3) participates in various industry thought leadership. A former Managing Editor of the Journal of Competitive Intelligence & Management, Victor has presented at over 30 industry conferences (Strategic Competitive Intelligence Professionals, Frost & Sullivan, Global Intelligence Alliance, Novintel, CiMi, M-Brain etc.). He has been published in 3 books and 4 academic journals on the topic of market intelligence and is regularly a guest instructor at 8 university MBA programs in USA & Canada. His educational background includes an MBA, CPA, CMA, and BSc.

Brittany Kunkel

Brittany Kunkel, Strategist, New Edge

Workshop B: Engage the Future: Best Practices for Future-Proofing and Growing your Organization
Date TBD

As a Strategist at NewEdge, I have experience working with clients across diverse industries including food, science + technology, textiles, and with most emphasis on energy, manufacturing and water. I've gotten heavily immersed in the energy and water space over the past two years; developing an expertise in current and future trends that are impacting both fields. I graduated with a BA in Business Administration, followed by an MBA from Washington State University. My view on organization growth is that the most important thing you can grow in your company is your people. Grow your people and the rest will follow.

Marina Levina

Marina Levina, Senior Advisor and a Data Scientist, Competitive Intelligence Group, Dell Technologies

Predictive Analytics 2.0 - Identifying Disruptive Competitors and Where They Are Going (Or Coming From)
Tuesday, November 17

Marina Levina is a Senior Advisor and a Data Scientist in the Competitive Intelligence group at Dell, and is based in Hopkinton, MA. She initiated and co-authored an award-winning research about using big data analysis techniques and web crawling for determining market trends in technologies and market capitalization. Marina filed a patent for a methodology to determine the number of data points for a statistically significant representation of the Digital Twin system, which is also used for Data Confidence Fabric models. Her published papers include the "Fidelity of the Digital Twin" and "Using Open Data to Predict Market Movements". She has a Master of Science in Finance from the International Business School at Brandeis University and Bachelors of Science in Mathematics and Economics from Simmons University. Marina is an experienced emerging technologies research scientist with an emphasis on data science, competitive intelligence, customers' loyalty, storytelling and data visualization, financial and total cost of ownership modeling. She came to EMC in 2011 from a consulting background and started her carrier as a Data Scientist at the Total Customer Experience team.

Marc Limacher

Marc Limacher, CEO & Managing Director, INOVIS Inc.

Get the Most Mileage and ROI - Best Practices in Trade Show Coverage
Wednesday, November 18

High Impact Strategic Foresight – Competitive Advantage via Competitor and Market Anticipation
Thursday, November 19

Workshop C: Upskill Your Competitive Market & Intelligence Function
Date TBD

Marc Limacher started INOVIS, Inc. in 1992 as a boutique primary competitive intelligence (CI) specialty firm in Silicon Valley, focusing strictly on two industries: IT (cloud infrastructure, b2b software, hardware and services) and life sciences (14 therapy areas, med devices, digital health). As a 32-year veteran in the CI and counter-intelligence industry, he has grown INOVIS into a global leader in strategic & tactical intelligence & 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 innovative real-time, AI-powered scenario planning software tool ProACT are unique in the industry. Prior to INOVIS, he was Director of Market Intelligence at a leading U.S. institutional investment firm for five years, providing primary intelligence on small-/medium-/large-cap equities via a global employee network of 125 investigative analysts. Marc also delivers custom CI seminars and is a frequent lecturer on CI and counter-intelligence topics at companies and to academia. He is fluent in 5 languages and holds an MBA from Golden Gate University, San Francisco.

Cinny Little

Cinny Little , Senior Vice President, Oratium

Market & Competitive Intelligence Technology: What Does the Future Hold?
Tuesday, November 17

At Forrester, Cinny serves business insights professionals, covering the skills and ways of working required to build a culture of data activation. She helps market research/consumer intelligence, digital analytics, customer analytics, market and competitive intelligence, and business analyst pros drive more value from their work. She researches data storytelling; insights and analytics strategy; organizational design; process; roles and talent development; and vendor evaluation. Cinny is a digital expert with 20 years of experience in the combination of insights-based strategy development and project execution, customer experience, and analytics. With both B2B and B2C experience on the client and service provider sides, she has led global firms' digital transformation agendas in eCommerce and sales enablement, voice of the customer, digital marketing, and data and analytics in industries including healthcare, life sciences, financial services, retail, publishing, and business services. She holds an MBA from Simmons School Of Management and an M.Mus. from New England Conservatory.

Ricardo Lopez

Ricardo Lopez, Vice President, Competitive Differentiation, Lone Star Aerospace, Inc.

What’s it Worth to Them? Optimize Your Pricing to Win Deals
Wednesday, November 18

Ricardo Lopez is the Vice President of Competitive Differentiation at Lone Star Analysis, Inc. and joined the company in 2012. Ricardo has supported over 500 captures in his career, including over $20B in client wins in his time with Lone Star. Ricardo is also an adjunct instructor at UT-Arlington teaching Advanced Leadership Theory. Previously, Ricardo was a Competitive Strategy and Price to Win Manager for Raytheon Network Centric Systems. He joined Raytheon in 2004 and previously held positions as Capture Manager, one of the youngest qualified in company history, Bid and Proposal Manager, Program Manager, and Manufacturing Engineer. Ricardo holds two degrees from UT-Arlington, a Bachelor of Science in Industrial Engineering (Summa Cum Laude), a Masters of Business Administration in Finance and was the first Leadership Academy graduate.

Jonah Lopin

Jonah Lopin, CEO, Crayon

Separating Signal from Noise: Finding Competitive Insights in a Sea of Data
Tuesday, November 17

Jonah Lopin is the CEO and co-founder of Crayon, the software-driven market and competitive intelligence platform. Prior to Crayon, Jonah was VP Customer Success at HubSpot, joining as an early employee and scaling the team over six years to thousands of customers and hundreds of employees. Jonah has also built and launched social and mobile apps and served as a consultant in the Strategy & Operations group at Deloitte Consulting. Jonah has lived and worked in China, where he focused on entrepreneurship and non-profits. He holds a BA from Cornell and an MBA from MIT Sloan.

Alli Marshall

Alli Marshall, Founder, Strix Insights

Diary of a Virtual Facilitator
Friday, November 20

Alli Marshall believes there are no shortcuts in life, and her journey is certainly proof of that. She started her career in geology and geophysics working in the mining and oil and gas industries, then transitioned into strategy and planning where she has been transforming businesses since 2006. Driven by a belief that there have to be better, simpler ways for teams to achieve their goals, Alli pushes the envelope of what is possible for clients, working with a team of wildly talented professionals, and continuing to learn from thought leaders from around the globe. Armed with markers, sticky notes and flipcharts, Alli simplifies planning and strategy, getting to the essence of the problem in order to find the right solutions. Like her own journey, she believes there are no shortcuts when it comes to great work.

Jesper Martell

Jesper Martell, CEO, Comintelli

From Seeds to Fruits – Lessons from 100 Intelligence Platform Cases

Mr Martell is the Chief Executive Officer (CEO) and co-founder of Comintelli®️, a leading provider of competitive intelligence software. Prior to founding Comintelli®️, Mr Martell had a career at the telecoms company Ericsson between 1994-1998. He created, established and managed the corporate Intelligence Center, at the time regarded as the largest competitive intelligence system in the world. Mr Martell holds a Master of Business Administration (MBA) from the Stockholm School of Economics.

Angela McKane

Angela McKane, Director, Technology Intelligence, BP

Just in Time Intelligence
Tuesday, November 17

Angela is currently the Director, Technology Intelligence for BP Launchpad – BP’s business builder and scale up factory. She obtained her first degree from the University of Glasgow and her postgrad MSc from the University of Northumbria at Newcastle in 2006. She first considered a pathway to academia and worked in the University of Glasgow, however was tempted away by the offer of a Data Privacy role with Transport for London. In 2008 she joined BP and in 2012 she was promoted and joined their Group Technology Function. From 2013 she led her team to digitalise and automate BP internal Business Intelligence and in 2018 she launched BP’s Technology Intelligence Service, which comprises a group of 10 analysts reporting to Angela who are based in the UK, US, Greece and China. Angela has also launched a digital intelligence platform and mobile app in BP that brings “just in time” insights to BP executives worldwide. The team’s success in this space was recently featured in SCIP’s Competitive Intelligence magazine, and indeed Angela presented the Keynote Speech on “putting intel in BP decision makers’ pockets” at an industry conference in NYC in February 2019. Angela is also a passionate changemaker, activist and role model for disability inclusion and presented on the dangers of algorithmic bias in this area at a number of leading conferences in 2019 too.

Ellie Mirman

Ellie Mirman, CMO, Crayon

Workshop D: Applications and Best Practices for Using MI/CI Tools
Date TBD

Ellie Mirman is CMO at Crayon, the market and competitive intelligence company that enables businesses to track, analyze, and act on everything happening outside their four walls. Prior to Crayon, she was VP Marketing at Toast, where she built and led the marketing function across demand gen, content marketing, product marketing, branding, and customer advocacy. Previously, she held multiple marketing leadership positions at HubSpot during its growth from 100 customers to IPO. Ellie loves working at the intersection between Marketing, Sales, and Product, and building marketing from startup to scale-up.

Yvette Montero Salvatico

Yvette Montero Salvatico, Principal and Managing Director, Kedge / The Futures School

The Future of Work: CI Edition
Monday, November 16

Holding a bachelor's degree in Finance and an MBA from the University of Florida, Yvette has over 15 years of corporate experience with large, multi-national firms such as Kimberly-Clark and The Walt Disney Company. At The Walt Disney Company, she led the effort to establish Future Workforce Insights to identify future workforce trends and leverage foresight models and techniques to assess potential threats and impacts, emerging ideas, and exciting opportunities for the organization. In her current role as a partner at Kedge - a strategic design, foresight, and innovation firm - Yvette utilizes extensive research and customized toolkits to service a diverse global client base. She nurtures strong relationships with her clients and challenges them to foster new ways of thinking. Yvette is also the co-founder of The Futures School - a global development platform with a mission to democratize foresight.

Merrell Moorhead

Merrell H. Moorhead, Head of Intelligence Products & Services, LAC Group

Friend or Foe? Using CI to Assess Non-Traditional Players as Potential Strategic Partners and Disruptive Threats
Thursday, November 19

Merrell leads LAC Group's team of market intelligence analysts. He works with clients across multiple corporate, nonprofit and public service sectors to deliver insights and custom content to support strategy development, operational excellence and business growth. Merrell has more than twenty-five years' experience providing strategic planning and policy support to business leaders and senior government officials. In addition to his current work in the private sector, he has served as a senior advisor to the Director of the Central Intelligence Agency and as deputy staff director for the U.S. House of Representatives Permanent Select Committee on Intelligence (HPSCI). He earned his degree in History from Yale University.

Jay Nakagawa

Jay Nakagawa, Director of Competitive Intelligence, Dell Technologies

Predictive Analytics 2.0 - Identifying Disruptive Competitors and Where They Are Going (Or Coming From)
Tuesday, November 17

Workshop D: Applications & Best Practices for Using MI/CI Tools to Drive Efficiency & Growth
Date TBD

Applications & Best Practices for Using MI/CI Tools to Drive Efficiency & Growth

Jay Nakagawa leads a team of competitive intelligence and data scientists in Dell's Infrastructure Solutions Group (ISG) comprised of Dell servers, storage, networking, data protection, and cloud solutions. Jay has been able to the Dell organization with competitive coverage and adding new services to key stakeholder while keeping a consistent level of headcount achieved through automation and leveraging tools in the marketplace. Jay is a frequent speaker at conferences and has helped other companies to gain competitive advantage in their organizations.

Kiran Nandavarapu

Kiran Nandavarapu, Senior Director, Insights and Analytics, Course5 Intelligence

Impactful Intelligence Empowering Sales Teams to Gain the Competitive Edge
Wednesday, November 18

Kiran leads CI practice at Course5 and has over 13 years of experience in providing research, insights, and advisory services to clients in the technology space and adjacent verticals. He heads a team of over 25 analysts who specialize in tracking the market and competition. Prior to joining Course5, Kiran worked with IDC as a lead analyst in the software and services practice, tracking the Indian Software and Enterprise IT space and providing advisory services to clients in the IT industry. Kiran holds a Bachelor's degree in Mechanical Engineering and an MBA in Finance.

Ellen Naylor

Ellen Naylor, President, Business Intelligence Source

Creating a Sustainable Win/Loss Program Across the Entire Value Chain
Wednesday, November 18

Ellen Naylor is one of America’s pioneers in competitive intelligence (CI) and Win/Loss analysis. She initiated Verizon’s first CI program for enterprise marketing, sales and strategic planning in 1985. Ellen founded Business Intelligence Source (BIS) in 1993. BIS research and insight has consistently helped companies beat the competition and make smarter strategic decisions.

Ellen has been a popular speaker at conferences, webinars and universities for over 25 years. She has contributed to SCIP’s Competitive Intelligence Magazine since 2000, and to three SCIP books. Ellen won the Catalyst and Fellows awards and served on SCIP’s Board. Her award-winning book, Win/Loss Analysis: How to Capture and Keep the Business You Want was published in 2016.

Aiyshen Padilla

Aiyshen Padilla, Vice President, Enterprise Strategic Relationships, AARP

Friend or Foe? Using CI to Assess Non-Traditional Players as Potential Strategic Partners and Disruptive Threats
Thursday, November 19

Aiyshen Padilla has devoted her career to building programs and services for underserved and overlooked communities. A creative and highly motivated professional, she combines big-picture thinking and a keen eye for detail to find innovative solutions to intractable problems. Ms. Padilla has developed and launched numerous campaigns for social good, helping to build and sustain programs that improve the lives of others while holding to the bottom line. Combining exceptional implementation skills with business management expertise, she has successfully managed large-scale national strategic relationships with for-profit and nonprofit organizations, launched and introduced products to the marketplace, managed national and local programs and field campaigns focused on health and youth, and spearheaded executive-sponsored cross-functional initiatives to grow membership. At AARP, Ms. Padilla leads the enterprise-wide strategic relationships and alliances function. In this role, she works with commercial and nonprofit organizations to create and grow relationships that help AARP accomplish its social mission and business goals, with a focus on transforming the marketplace for older adults as they age. Before joining the AARP enterprise, she worked in product marketing, served as a consultant in both educational and youth-focused fields, and was an adjunct professor at George Mason University. She earned her bachelor's degree from Towson University and MBA from the University of Maryland University College. Ms. Padilla is a member of the CALIBR Global Leadership Network and has served on several boards at the national and local level including the American Marketing Association, HelpAgeUSA and her local high school PTSO.

Headshot coming soon!

Ed Payne, Managing Partner & Chief Research Officer, Valeo Strategy Group

Workshop F: Strategic Agility in a Digitized World: Moving from Insights to Strategy to Execution
Date TBD

Mr. Payne is a Managing Partner and the Chief Research Officer of Valeo Strategy Group. He is a Competitive and Market Intelligence expert with more than 20-years’ experience. He is skilled in human intelligence collection, research design and analysis. His specialties include primary sourcing, exhibit/event collection, strategic positioning, and sales strategy. Prior to joining Valeo Strategy Group, Mr. Payne’s experience included nearly a decade serving as the research director for Fuld + Company, a global research and strategy consultancy. Mr. Payne also established the competitive and market intelligence departments of Cross-Country Staffing and respected technology and research consulting firm, Giga Information Group. Mr. Payne has worked as a private investigator and as a senior national political party analyst. He graduated with a Bachelor of Arts degree from Denison University.

D. Keith Pigues

D. Keith Pigues, CEO & Founder, Luminas Strategy

It’s Time for Growth
Friday, November 20

D. Keith Pigues is the founder and CEO of Luminas Strategy – a business strategy and value proposition consultancy based in Research Triangle Park, NC. His previous corporate leadership experience includes roles as a senior marketing executive at Honeywell International, Cemex, RR Donnelley and ADP Dealer Services Division (now CDK Global). He is coauthor of Winning with Customers: A Playbook for B2B (Wiley & Sons), an inaugural selection of the C-Suite Book Club and featured on Best Seller TV.

Keith served in higher education as Professor of Leadership at the University of North Carolina Kenan-Flagler Business School and as Senior Academic & Administrative Officer, Dean of the School of Business and tenured Professor of Management at North Carolina Central University.

He serves on several company and organization boards and advocates for women in leadership and diversity in technology. He is a member of Executive Leadership Council (ELC) and a recipient of the Frost & Sullivan Marketing Lifetime Achievement Award.

Keith earned a B.S. in Electrical Engineering from Christian Brothers University, where he was the first recipient of the university's Distinguished Young Alumnus Award. He also earned an MBA from the University of North Carolina Kenan-Flagler Business School with additional graduate business studies at Manchester University in the United Kingdom.

He is a trusted advisor to organizations and a professional speaker. He travels globally to speak and advise clients in the areas of leadership, profitable customer-centric growth strategies, career success strategies and employee-centric company cultures.

Jenifer Pipia

Jennifer Pipia, Head of Intelligence, MassMutual

Disrupting and Transforming Your Intelligence Function
Monday, November 16

Jennifer has over 20 years experience in building, managing and transforming intelligence functions for financial services firms. She currently manages a growing team of analysts across all lines of business for MassMutual, a top mutually-owned insurance carrier headquartered in Springfield, MA. Her prior experience includes managing intelligence teams at TIAA and Merrill Lynch.

Jennifer started her professional career as Associate General Counsel for the City of New York. After completing her MBA, she was offered a competitive intelligence leadership role at Merrill Lynch.

She resides in Chester, SC and keeps busy on her farm complete with horses, goats and cattle.

Tim Pollard

Tim Pollard, CEO, Oratium

Blame it on the Brain
Friday, November 20

Tim Pollard is the CEO of Oratium and author of The Compelling Communicator and Mastering the Moment. He draws insight from a long career in Sales and Marketing for companies such as Unilever, Barclays Bank and the Corporate Executive Board.

The result of this journey is the development of a unique set of tools, concepts, and a remarkable ability to coach others in the processes of exceptional communications. A leading thinker in his field, Tim is a regular columnist for Forbes and Entrepreneur, and a highly sought-after speaker in the area of advanced communication skills.

Kent Potter

Kent Potter, Director of Global Strategy and Marketing, Young Living

Using Intelligence Insights and Foresight for Better R&D – Best Practices
Thursday, November 19

Kent Potter has over 20 years of experience in strategy, planning, and consulting, and is Director of Global Strategy and Marketing at Young Living. Prior to that, he was Managing Director of Bennion Group. Earlier he established the intelligence process development consulting practices for both Fuld & Company and The Phoenix Consulting Group, two internationally acclaimed intelligence consulting companies. Before becoming a consultant, he directed the Market and Competitive intelligence programs at BellSouth and led strategic marketing efforts for two mid-sized software and process consulting companies. He also served as an Army Intelligence Officer and unit Commander. Kent is a graduate of the University of Utah and of Johns Hopkins University. Kent is a frequent speaker and writer on the subjects of intelligence research, business strategy, business intelligence, scenario planning.

Nancy Potter

Nancy Potter, Partner, Bennion Group

Using Intelligence Insights and Foresight for Better R&D – Best Practices
Thursday, November 19

Nancy Potter is co-founder of Bennion Group, a US-based management consulting firm known globally for helping companies improve their top line revenue growth. She leads Bennion's corporate development and has worked for many years in trade show intelligence. Nancy has authored articles on how to start a corporate CI process, using trade show intelligence techniques to gather technical intelligence, non-verbal communications, and others. Nancy has worked for several educational institutions, and in financial services. She graduated from Utah State University and the University of Utah. At Bennion Group, Nancy leads the company's corporate development and she is a frequent speaker at business and intelligence conferences around the world.

Paul Propster

Paul Propster, Sr Strategist/Story Architect, NASA/JPL

Superheroes, Strategy, and Storytelling
Friday, November 20

Paul Propster: seasoned-storyteller, strategy-lover, line-blurrer, dot-connector, message-driven professional. With more than 25 years in strategic communications, Paul has helped clients across industry to tell their stories. From small women-owned businesses to energy and technology to NASA, he partners with teams to cultivate a narrative of "the why" that produces greater emotional investment in stakeholders. As Associate Program Manager of JPL's Office of Strategic Planning, he co-led the development and delivery of the 2018 Strategic Implementation Plan. Since 2014, Paul has been the resident "storytelling architect" for NASA's Jet Propulsion Lab's Office of Formulation, spearheading the development and establishment of strategic storytelling processes and tools. Paul is an old, salty surfer, mountain biker, music and movie lover and enjoys spending as much time as possible at the beach. He lives in Southern California with his wife Laurie and his twin sons plus one.

Mark Putnam

Mark Putnam, Advisor, New Edge

Workshop B: Engage the Future: Best Practices for Future-Proofing and Growing your Organization
Date TBD

As an Advisor at NewEdge, I have worked across many projects and become well versed in numerous industries. As a result, I can speak to current and future trends in mobility, food, materials, chemicals, technology, CPG and more. I have a BA in Marketing and Strategy from Washington State University and often take on roles of speaking at corporate and industry events. True growth and innovation will only come when you’re willing to make yourself uncomfortable.

James Ruedlinger

James Ruedlinger, Team Lead, Competitive Differentiation Team, Lone Star Analysis

What’s it Worth to Them? Optimize Your Pricing to Win Deals
Wednesday, November 18

James Ruedlinger is a Team Lead for PTW and Competitive Intelligence offerings within the Competitive Differentiation team at Lone Star Analysis. James has supported over 200 captures ranging from specific services based contract opportunities, hardware/software solutions and detailed rate analysis with most of the Top 100 Defense Contractors. James has helped capture over $13B of client business. Previously, James worked on Capitol Hill within the House of Representatives and for Meyers & Associates LLC, a Texas based lobbying firm. James was also an Archer Fellow working at the Center for Strategic and International Studies within the Defense Industrial Initiatives Group. James completed his Bachelor's of Liberal Arts in Organizational Communication at the University of Texas at Arlington.

Paul Santilli

Paul Santilli, WW OEM Industry Intelligence & Strategy, Hewlett Packard Enterprise

The Age of the Intelligence Strategist
Monday, November 16

Paul Santilli is a 24 year veteran of Hewlett Packard Enterprise (HPE) and currently leads the HPE Worldwide (WW) Industry Intelligence & Strategy Organization for the Original Equipment Manufacturer (OEM) Solutions Business. He is a recognized thought leader in Data Analytics Modeling around Industry Intelligence, Insights and Strategy, and chairs Executive Customer Councils and Industry Advisory Boards globally.

Paul also serves as Chairman of the Strategic Competitive Intelligence Professionals (SCIP) Board of Directors Executive Committee and is active in several advisory roles to industry conferences and forums. Paul presents worldwide on Intelligence, Innovation, and Strategy in keynote and executive audiences, and has published numerous papers in industry and academic journals related to Intelligence Modeling, Innovation, Disruption, and Strategy.

Prior to HPE, Paul contributed 10 years at Apple Computer in various leadership roles around Quality, Operations and Product Development. Paul has a Bachelor’s degree in Engineering from the University of Michigan, and a Master’s degree in Engineering and Business from Stanford University.

Judy Schieve

Judy Schieve, Sr. Competitive Intelligence Analyst, Neustar

Competitive Intelligence 3.0: Mastering Disruptive Technology Analysis

Judy Schieve is leading a new market and competitive intelligence program for Neustar's Risk Solutions team. She is applying her expertise in analyzing disruptive and emerging technologies to develop insights that will shape strategic decision-making and sales enablement. Judy also provided advanced competitor and market intelligence for Motorola Solutions. As a recognized leader, she quickly transformed the competitive intelligence role at Motorola Solutions into a dynamic function that is a key part of defining product roadmaps. Judy was featured in Motorola Solutions Competitive Intelligence Video Series, which provided the latest intelligence to support global sales enablement. She holds a BSEE from the University of Illinois, and an MBA from Northwestern University's Kellogg School of Management.

Steve Schulz

Steve Schulz, President, Line of Sight, LLC

Transforming Your Value Proposition with Sales Battlecards
Wednesday, November 18

Steve founded Line of Sight in 2002 with a vision to help his clients focus, grow and protect their organizations by making strategic decisions that provide unique and better value than their competition. Previously, he led similar research and strategy efforts at Deluxe Corporation, Jostens Inc. and finally at Optum, a unit of UnitedHealth Group, where he was Director of Market Research and Intelligence His unique perspective of having been 'in the trenches' as both a CI practitioner and a consultant enables a broad set of knowledge and skills for LoSG clients. Steve holds an MBA in Marketing and a B.S. in Finance. He has also been an instructor at St. Catherine University teaching courses in Management and in Competitive Intelligence, and is a frequent guest lecturer for MBA classes in strategy at St. Thomas University

Andy Silversnail

Andrew Silvernail, CEO, IDEX

A CEO’s View on the Biggest Unknowns and Risks in Strategic Decisions
Thursday, November 19

Andy is Chairman of the Board, President, and Chief Executive Officer of IDEX Corporation. He was appointed CEO in August 2011 and Chairman in January 2012. During his tenure as CEO, total shareholder return has grown by more than 300 percent, and, as importantly, employee engagement has increased significantly, placing the company near the top of the manufacturing sector. Andy joined IDEX in January 2009 as Vice President and Group Executive for the company’s growing Health & Science Technologies businesses.

Before joining IDEX, he held executive positions of increasing responsibility at Rexnord Industries, Newell Rubbermaid, and Danaher Corporation. Andy began his career as an equity research associate for Fidelity Investments.

He serves on the Board of Directors of Stryker Corporation and MacLean-Fogg Company. Andy has been named one of the most powerful CEOs 40 and under by Fortune Magazine and one of the top CEOs in America by Institutional Investor Magazine.

He is a trustee for the Manufacturers Alliance for Productivity and Innovation, and an overseer for the Dartmouth Thayer School of Engineering. Andy is also a member of the 2012 Class of Henry Crown Fellows at the Aspen Institute.

A strong believer in serving the communities in which we live and work, Andy serves as a Director for the Boys & Girls Club of Lake County, Illinois, and, within IDEX, has worked hard to establish and grow the IDEX Foundation, the company’s charitable giving entity.

Andy previously served as a national trustee for The Boys & Girls Club of America and on the Advisory Board for Harvard Business School. He received a bachelor’s degree in Government from Dartmouth College and an M.B.A. from Harvard Business School.

Andy and his wife live in the northern Chicago suburbs with their three children.

Chad Stimson

Chad Stimson, Chief Operating Officer, Fletcher/CSI

Creating a Sustainable Win/Loss Program Across the Entire Value Chain
Wednesday, November 18

Chad Stimson, Chief Operating Officer, has been a member of the Fletcher/CSI team for over 20 years and provides direct management of all client work. Mr. Stimson oversees project activities of the research consulting staff to ensure timely completion of projects in accordance with Statements of Work and underlying client objectives. Mr. Stimson has extensive experience leading projects in biotech/life science, financial services, technology, and CPG. As a partner and member of the leadership team, he helps set company strategy and goals; he also coordinates all internships and is the key liaison between Fletcher/CSI and local universities. Mr. Stimson holds a BS and an MBA from the University of Vermont and is an adjunct faculty member at Champlain College and the Albany College of Pharmacy and Health Sciences (ACPHS).

Demian Straka

Demian Straka, Director, Corporate Strategy Insights, Hewlett Packard Enterprise

Megatrends in Strategy and CI
Thursday, November 19

Demian Straka is a Director with Hewlett Packard Enterprise's Corporate Strategy Insights organization. He and his team are focused on applying Customer, Market, and Competitive Insights to Executive and Board-level decisions. Demian has led intelligence teams within Corporate Strategy, Marketing and Finance at Hewlett Packard since 2007 and several startup IT companies before that. He holds a M.A. from Colorado State University, with an emphasis in research methodology. In his free time, he enjoys mountain biking, skiing, hiking, and cooking. He recently completed a week-long trek in the Himalayas and has been working to perfect his Darjeeling-style "Momos" ever since.

Patrick Sturgeon

Patrick Sturgeon, Director of Strategy, Nestle Purina

Ethical CI Gathering
Friday, November 20

Mr. Sturgeon leads the Nestle Purina North American Market's competitive intelligence functions within the strategy team. His role supports brand, sales and innovation teams with competitive insights and scenario planning support to achieve a competitive advantage in the fast paced pet category of the CPG world. Prior to his role with Nestle, Mr. Sturgeon led CPG and F/I research teams with Fletcher/CSI.

Thenmozhi Subramanian

Thenmozhi Subramanian, Manager, Corporate Strategy Insights, Hewlett Packard Enterprise

Megatrends in Strategy and CI
Thursday, November 19

Thenmozhi (Theni) is a Manager within Hewlett Packard Enterprise Corporate Strategy Insights organization. She works on competitive and customer insights projects that drive decisions at the executive level.

Theni has 13+ years of insights experience, with 8 years at HPE. Prior to HPE, she was with market solutions and financial services organizations, leading their business insights and financial analysis teams. She holds an MBA from National Institute of Technology, Trichy, specializing in Marketing and Finance.

John Thomson

John Thomson, Chief Research Officer, Aurora WDC

How CI Can Brush Away Misinformation and Combat Truth Decay
Friday, November 20

John Thomson joined Aurora WDC (Madison, WI) in early 2005 and has more than 17 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 the company's research teams, with final decision-making capability on the composition of the research teams and the ongoing directives of their efforts. He also manages Aurora's network of overseas research partners. 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 worked several years in field operations as an intelligence collector for multiple firms and also spent 12 years with a leading technology company where he built and managed their CI program. His academic achievements include a B.S. in Marketing from American University in Washington, D.C., MBA coursework at Monmouth University in Long Branch, NJ, and the Georgia Private Investigator program at Gwinnett Technical College in Lawrenceville, GA.

Laurie Young

Laurie Young, Director of Competitive Intelligence, Lone Star Analysis

The Imperfect Science of Measuring the Impact and ROI of CI
Monday, November 16

What’s it Worth to Them?

Laurie A. Young is the Director of Competitive Intelligence at Lone Star Analysis. With over 30 years of Competitive Intelligence experience, she has supported over 500 competitive engagements. Laurie also serves as Chairman of the Dallas Chapter of Strategic and Competitive Intelligence Professionals (SCIP) since 2014. Ms. Young is the Lone Star lead for strategic Black Hats and has participated and/or facilitated over 150 Black Hats. Prior to Lone Star, Laurie held a variety of positions with increasing responsibility at Raytheon, EDS, Battelle Research Institute, and the US Government. Laurie holds a BA from the University of Nebraska-Lincoln, and a MSFS from Georgetown University.

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