Executive Retreat Agenda

Join us for an unparalleled executive retreat in the heart of wine country, where luxury meets high-impact thought leadership on AI. Presented by the prestigious Helix Institute for Applied AI & Robotics & Institute for AI Transformation, this exclusive event is tailored for the C-suite, offering an immersive experience into the transformative power of AI.

Engage with top-tier executives in interactive sessions focused on driving business outcomes and exploring real-world AI use cases. Assess your organization’s AI readiness and maturity, and delve into critical discussions on AI safety and governance necessary for your success. Our executive roundtables provide a unique opportunity to immerse yourself in conversations that matter, with peers who are equally committed to harnessing the most transformative technology of our time.

Everything from your flights to San Francisco International Airport (SFO), to gourmet dining, luxury accommodations, and exclusive activities, is complimentary. Each executive is invited to bring a plus one to share in this exceptional experience.

3:00 PM - 6:00 PM

Arrival Window

Location: San Francisco International Airport (SFO)

Welcome Experience:
  • Upon arrival at SFO, our staff will greet you and assist with any immediate needs. Your flights will be arranged by us, ensuring a seamless travel experience.
  • Luxury sprinter vans will transport you from SFO directly to The Lodge at Sonoma Resort. Shuttles will depart every 30-45 minutes, coordinated with your flight arrival.
  • At the resort, you will be welcomed with a premium beverage of your choice to refresh and unwind.
  • Our staff will provide a brief tour of the property to help you become familiar with the resort’s exceptional amenities.
  • Your baggage will be handled by our team and delivered directly to your room, ensuring a hands-free and stress-free arrival.

Evening Schedule:
Think Tank Dinner & Networking

6:30 PM - 7:00PM

Welcome Cocktail Reception

Begin your evening at the exclusive Leaders In AI Executive Retreat with a sophisticated cocktail reception. This is a prime opportunity for networking and forming peer connections. Enjoy a curated selection of fine wines and spirits prepared by our expert sommelier and mixologist.

7:00 PM - 8:15 PM

  • Silent Service: Our signature ‘Silent Service’ dining approach ensures a seamless blend of fine dining and intellectual exchange, minimizing interruptions from the staff.
  • Interactive Discussions: Engage in structured roundtable discussions led by our expert moderator, focusing on AI’s transformative role in business. The Think Tank Dinner Booklet, containing insightful graphs and charts from pre-dinner surveys, will guide the conversation for the entire dinner party.
  • Focused Dialogue: The moderator will steer the discussion with the group driving key topics derived from pre-dinner survey responses, ensuring relevance and depth.
8:15 PM - 10:00 PM

  • Networking Opportunities: Mingle with fellow attendees, exchange contacts, and explore potential partnerships. This is an excellent opportunity to solidify new relationships and conceptualize future AI business initiatives.
  • Engaging Activities: Enjoy more casual activities designed for both individuals and couples. Music and interactive games will be available to encourage mingling and team spirit in a relaxed, sophisticated setting.

Conclude the evening enriched with deeper insights and actionable knowledge of AI’s transformative potential. Leave with valuable connections and inspiration to drive responsible innovation in your organization and beyond. The relationships and ideas forged here are intended to foster a community of leaders committed to advancing the AI landscape.

7:30 AM - 8:30 AM

Breakfast

Early networking opportunity over a gourmet breakfast.

8:30 AM - 9:00 AM
Opening Panel

This session will kick off the Executive Retreat with a compelling discussion on how AI is revolutionizing every aspect of business and technology. Our panelists, comprising top executives and thought leaders, will explore the urgent need to innovate and move beyond legacy IT systems to stay competitive in an AI-driven world. The discussion will highlight the transformative impact of AI and the critical steps organizations must take to embrace this change.

What You Will Learn:

  • Resource Allocation in the AI Era: Discover how AI changes the way organizations allocate resources. Learn about the shift from traditional resource-intensive projects to more agile, AI-driven initiatives that optimize efficiency and effectiveness.
  • Overcoming Pilot Failures: Explore the challenges of AI implementation, including the high failure rates of AI pilots. Panelists will share insights on why 90% of AI projects fail within the first 18 months and provide strategies to improve success rates through better planning, execution, and iteration.
  • Reskilling and Upskilling Leaders: Examine the critical need for reskilling and upskilling leaders to manage AI-driven change. Learn about the new skills and competencies required to lead in an AI-driven world, and how to foster a culture of continuous learning and adaptability.

INTERACTIVE Q&A:

Engage with panelists in an interactive Q&A session, providing an opportunity to ask questions, share experiences, and discuss the challenges and opportunities of AI adoption in your organization.

9:00 AM - 9:30 AM
Interactive Polling Session

In this dynamic session, Jamal Khan from the Helix Institute will facilitate an interactive polling discussion and . Participants will engage in real-time polls to assess their AI and data readiness, providing valuable insights into the state of AI implementation across different organizations. This session aims to foster a deeper understanding of AI roadmaps, governance frameworks, resource allocation, and strategic decisions related to AI deployment.

Audience Insights Revealed: 

AI Roadmap Assessment:

  • How effective is your current AI roadmap?
  • Frequency of updates and adaptations to new innovations.

Governance Framework:

  • Do you have a comprehensive AI governance framework in place?
  • Challenges in establishing and maintaining governance standards.

Industry-Specific Challenges:

  • Unique challenges faced by your vertical.
  • Commonalities between different verticals in AI implementation.

Resource Allocation:

  • Have you properly allocated resources for the next 6-24 months?
  • Strategies for optimizing resource distribution.

Buy vs. Build Strategy:

  • Are you in a buy or build mode for AI solutions?
  • Comparative effectiveness of buying vs. building AI solutions when rolled out.
9:20 AM - 10:00 AM
Featured Panel

This session dives deep into the organizational challenges of balancing AI safety with the rapid pace of AI innovation. Our expert panel will explore the critical role of executive leadership in navigating this balance, discussing the frameworks and practices necessary to ensure AI technologies are both safe and transformative within your organization.

What You Will Learn:

  • AI Safety Protocols: Understand the key safety measures required to mitigate risks associated with AI technologies and protect organizational assets. Leaders will share their experiences in establishing and maintaining robust safety protocols that ensure AI systems are secure and reliable.
  • Managing Innovation: Explore strategies to foster rapid AI innovation without compromising safety standards. This discussion will highlight how to maintain a culture of innovation while implementing necessary safeguards, ensuring that AI developments are both cutting-edge and secure.
  • Leadership in AI Governance: Examine the critical role of executive leaders in championing AI safety and guiding their organizations through AI transformations. The panel will discuss the importance of governance frameworks, ethical considerations, and the executive's role in ensuring responsible AI use.
  • Organizational Alignment: Learn how to ensure alignment between AI safety initiatives and business objectives to drive sustainable growth. This segment will cover how to integrate AI safety into the overall strategic plan, ensuring that innovation efforts are aligned with the organization’s long-term goals.

INTERACTIVE Q&A:

Engage with panelists in an interactive Q&A session, providing an opportunity to ask pressing questions, share experiences, and discuss the challenges of balancing AI safety with innovation.

10:00 AM - 10:15 AM

Coffee Break

Take a brief respite to refuel and connect with fellow executives during our Coffee and Networking Break. Enjoy freshly brewed coffee and a selection of grab-and-go snacks, perfect for those who might have missed breakfast.

Recharge and reconnect as we prepare for the upcoming roundtable discussions!

10:15 AM - 11:00 AM
Executive Roundtables

This session features focused roundtable discussions, segmented by industry verticals, where executives will explore the strategies and challenges of transforming team dynamics and operational culture through AI. Each roundtable will consist of 5-7 guests, allowing for in-depth dialogue and maximum engagement from each participant. Data from pre-retreat surveys will be used to curate the best possible matches, ensuring relevant and productive discussions.

What You Will Discuss:

  • AI-Driven Cultural Transformation: Strategies for embedding AI into your organizational culture and team dynamics.
  • Change Management: Approaches for managing the human aspects of AI transformation, including overcoming resistance and fostering a culture of acceptance and innovation.
  • Operational Excellence: How to enhance team collaboration and operational efficiency in an AI-driven environment.
  • Leadership Challenges: Insights into leading AI initiatives, aligning them with organizational goals, and navigating the complexities of change.
  • Vertical-Specific Strategies: Tailored strategies and best practices that address specific challenges within different industry verticals.
11:00 AM - 11:20 AM
Roundtable Review

After the roundtable discussions, each group will select a leader to present their findings on stage. This segment will summarize the key insights, challenges, and solutions discussed during the roundtables, providing a broader perspective on AI transformation across different industry verticals.

What You Will Hear:

  • Summary of Insights: Key takeaways from each roundtable discussion.
  • Identified Challenges: Common challenges faced in AI transformation and proposed solutions.
  • Innovative Strategies: Effective strategies and best practices shared by executives from different industries.
  • Collaborative Outcomes: How peer collaboration during the roundtables has led to new ideas and approaches.
  • Actionable Recommendations: Practical recommendations for implementing AI-driven cultural and operational changes within your organization.
11:20 AM - 12:00 AM

Rapid fire: Case Studies on AI implementations

This dynamic session will feature two rapid fire case study presentations, showcasing the transformative impact of AI in different sectors. Each presentation will provide a high-level overview of successful AI implementations, offering insights into the strategies and outcomes achieved. These case studies will be announced before the retreat, ensuring participants receive the most current and relevant examples.

12:00 PM - 12:45 PM

Networking Lunch

Take a 45-minute break to enjoy a delicious lunch and catch up on emails or calls before we continue with the final content sessions of the day. Refuel, stay connected, and prepare for the last two engaging sessions of the day!

12:45 PM - 1:15 PM
Featured Panel

This high-level panel discussion wades deep into the complexities of calculating the return on investment (ROI) for AI implementations, particularly in enhancing operational efficiency. Despite the significant investments in AI, many executives struggle to quantify its economic impact accurately. Our expert panel will explore the methodologies, challenges, and strategies for benchmarking AI performance, providing valuable insights for executives seeking to navigate this intricate landscape.

What You Will Learn:

  • Overcoming Challenges: Explore the inherent challenges in measuring AI ROI, such as data quality issues, the long-term nature of AI benefits, and the difficulty in isolating AI’s contribution from other factors. Panelists will share strategies for overcoming these obstacles.
  • Benchmarking Performance: Learn how to benchmark your AI implementations against industry standards and best practices. This segment will highlight the importance of comparative analysis and the benefits of understanding where your organization stands in relation to peers.
  • Methodologies for ROI Evaluation: Understand the various methodologies used to estimate the ROI of AI projects. Panelists will discuss key metrics and financial indicators critical for assessing AI’s impact, and share insights on why calculating true ROI remains a challenge.

INTERACTIVE Q&A:

Engage with the panelists in an interactive Q&A session, providing an opportunity to ask pressing questions, share experiences, and discuss the applicability of discussed strategies to your own organization.

1:15 PM - 2:00 PM
Featured Panel

In an increasingly digital and remote-working world, cybersecurity has become a critical concern for organizations. With the rising cost of cybercrime predicted to reach $10.5 trillion by 2025, protecting your users, infrastructure, and data requires a comprehensive, end-to-end security strategy. This panel discussion will explore the essential components of a robust cybersecurity framework, highlighting the importance of strategic investment and the integration of AI to enhance security measures.

What You Will Learn:

  • AI-Driven Threats: Understand the growing concerns around AI-enabled cyber threats, such as deepfakes and automated attacks. Panelists will discuss real-world examples of AI being used for nefarious purposes and the challenges these pose to traditional cybersecurity measures.
  • Harnessing AI for Defense Explore how AI can be leveraged to enhance cybersecurity measures and protect against AI-driven threats. This segment will highlight the innovative uses of AI in threat detection, response automation, and proactive defense strategies.
  • Methodologies for ROI Evaluation: With 95% of new digital workloads expected to be deployed on cloud-native platforms by 2025, learn how to secure cloud environments effectively. Discussions will include best practices for cloud security and managing the unique challenges of cloud-native deployments.

INTERACTIVE Q&A:

Engage with cybersecurity experts in an interactive Q&A session. This provides an opportunity to ask specific questions, share experiences, and discuss the unique challenges your organization faces in maintaining robust cybersecurity measures.

2:00 PM - 3:30PM

Afternoon Break Session

We will be taking a short break to recharge and reunite with your plus one and get ready for a fun night out in Sonoma.

3:30 PM - 9:00 PM

Transportation will leave at 3:30 PM sharp to take us out on 2 vineyard tours. This will be a great place to take pictures, enjoy a private sommelier, and connect with everyone at the retreat.

  • The day concludes with a relaxed dinner at a local vineyard, providing a perfect setting for reflection and connection.
9:00 AM - 10:00 AM

Closing Breakfast

Enjoy a delightful breakfast featuring a selection of gourmet options as you engage in final conversations with your peers. This is a perfect opportunity to reflect on the insights gained over the past two days and discuss potential collaborations and takeaways.

10:00 AM

Departures: Our luxury sprinter vans will be available to take you directly back to San Francisco International Airport (SFO) to ensure a smooth and comfortable journey home. Vans will depart at scheduled intervals to accommodate your flight times.

Optional Resort Activities: Should you wish to extend your stay, we offer a range of complimentary resort activities:

  • Golfing: Enjoy a round of golf on our scenic course.
  • Spa Treatments: Indulge in a relaxing spa treatment tailored to rejuvenate your mind and body.
  • Resort Leisure: Spend an additional night at the resort at no extra cost, taking in the serene surroundings and luxury amenities.
Additional Information:
  • Late Departures: For those opting to stay an extra night, our staff will assist in arranging your departure the following day with the same level of care and service.
  • Continued Networking: The relaxed atmosphere of the resort provides an ideal setting for continued networking and informal discussions with your peers.

Our Strategic Partners

Helix Logo

Advance your strategic priorities with AI technologies tailored to your organization’s unique environment, data, and goals. Connection’s Helix Center for Applied AI and Robotics offers technical expertise, end-to-end solutions, and deep partnerships to harness the power of artificial intelligence.

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Dell Technologies

Accelerate your strategic goals with AI technologies designed to align seamlessly with your organization’s operational environment, data architecture, and growth plans. Dell Technologies provides comprehensive, enterprise-grade AI solutions, supported by deep technical expertise, end-to-end integration, and collaborative partnerships to maximize the value of AI for your business.

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Intel Logo

Empower your strategic initiatives with AI solutions that are specifically optimized to meet the demands of your organization’s infrastructure, data landscape, and long-term objectives. Intel’s advanced AI platforms deliver technical innovation, scalable solutions, and robust partnerships to help you drive innovation and harness the transformative power of artificial intelligence.

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Leaders In AI Executive Retreat
The Lodge Sonoma

November 11th-13th, 2024

Leaders In AI executive golf scramble
Mayacama

November 13th, 2024

Location

REACH US

Get Directions to The Lodge at Sonoma Resort

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Matthew Klos

Senior Storage Architect

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Rob Teel

Chief Technology Officer

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Louis Landry

Head of Technology & Innovation

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John Squeo

SVP & Market Head, Healthcare Providers

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Priya Gore

General Manager, Data & AI

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Yann Lecun

Chief AI Scientist

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Rameshwar Balanagu

Chief Enterprise Architect

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Barbara Widholm

Vice President Global Technology

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David Reich

Chief Magic Officer

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Jennie Baird

Chief Product Officer

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Victor Tewari

SVP Wealth Management & Private Banking

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Anthony Candeias

Chief Information Security Officer

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Holly Mintz

Chief Medical Officer

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Andrew Patricio

Chief Digital and AI Officer

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Hema Retty

Senior Executive, AI For Enterprise Technology

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Saydulu Kolasani

SVP of Enterprise IT, Digital, Data & Analytics Transformation & Operations

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Nancy Hauge

Chief Human Resources Officer

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Jurgen Weichenberger

Head of AI Strategy & Innovation

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Stephanie Bohn

Former Chief Marketing Officer

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Dr. Arun Krishnan

Sr. Vice President, Analytics & AI

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Amit Padalkar

Sales Leader

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Maxwell Williams

VP of AI Product Management

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Pranay Pasula

VP of AI Research

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Anupama Ambe

SVP & Managing Partner

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Arnold Kravitz

Chief Technology Officer

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Laura Shact

Principal & AI Leader for Human Capital

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Alok Agrawal

Chief Strategy Officer

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Anurang Revri

Chief Enterprise Architect

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Allan Mclennan

President / CAO

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Dawn Fitzgerald

Chief Technology Officer

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Supriya Thorbole

Managing Director Data & Analytics

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Lawana Jones

Chief Technology Officer

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Aditya Tahilramani

Vice President of IT

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Ashley Page

Senior Vice President, Chief Compliance Officer

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Megan K. Clarke

Chief Information Officer

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Michael Payne

Head of AI, Data and Analytics Engineering

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Justin Molavi

Director, Commercial Strategy and Insights

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Austin Walsh

Managing Director of US Healthcare, Data/AI

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Manisha Gupta

VP, Products, AI/ML Analytics on People Intelligence

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Corinne Stroum

Head of Emerging Technologies

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Jie Yu

Head of Digital & Data Science Product Management

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Michael R. Boone

Trustworthy AI Product Manager

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Nina D’Amato

Chief Information Officer

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Katie Heupel

VP, Technology Strategic Initiatives

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Satya Choudary

VP of Data/Analytics & Global Head of Cloud

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Satish Katakam

Managing Director of CyberSecurity Head of AI/ML

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Kris Crichton

Deputy CTO

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Michael Nirschl

Chief Data Officer

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Rob Neville

Chief Executive Officer

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Sandeep Puri

Vice President, Enterprise Technology & Architecture

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Lambert Hogenhout

Chief Data & AI

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Rajkumar Bondugula

Luminary AI Scientist & Digital Twins Expert

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Bruce Monaco

Co-Founder & Chief Operating Officer

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Sanjay Basu

Senior Director Generative AI

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Stephen Erberich

Chief Data Officer, Data Science & AI

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Christopher Stidvent

VP of Commercial Litigation

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Christopher Peter Makris

Lead Data Scientist

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Sourav Mazumder

Distinguished Engineer AI in Sustainability

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Frederique De Letter

Senior Director Business Insights & Analytics

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Jennifer Price

DesignOps Lead & Manager Business Platform Transformation Operations

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Ari Kaplan

Head of Evangelism

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Viktoria Semaan

Senior AI Developer & Advocate

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Sunanda Saxena

Global Transformation Leader

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Lisa Patterson

Senior Data Scientist

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Neha Parekh

General Counsel for Global Data Protection & Privacy

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Bill Genovese

CIO Advisory Partner

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Lila Landis

Chief Compliance Officer

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Kelly Watt

Digital Twin & AI/ML Programs

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Ravi Pasula

Head of AI/Machine Learning

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Manoj Saxena

Executive Chairman

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Anne Boysen

Lead Quality Engineer

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Slyvia Martin

Chief Nursing Officer

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Shruti Pandey

Specialist, Analytic Scientist

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Krish Das

VP Enterprise Data Officer

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Arjun Srinivasan

Director of Data Science

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Dr Jyotirmay Gadewadikar

Chief AI Scientist

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Prakhar Bajpai

Senior Data Scientist

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Daniel Spurling

SVP of Product Management

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Rachini Moosavi

Chief Analytics Officer

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Anupam Datta

Co-Founder/Chief Scientist

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Shannon Chapman

Director of IT Service Delivery

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Shannon Smith

CIO & Chief of Staff

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Sree Kancharla

Chief Information Officer

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Phil Wiser

Chief Technology Officer

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Meenal Iyer

Vice President of Data

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Terry Jabali

Chief Product Architect

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Ed Soo Hoo

Chief Technology Officer

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Amanda Hua

Senior Director of Software Engineering

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