Leaders In AI Executive Retreat

The Lodge at Sonoma Resort

Executive Retreat

5:00 PM

11/11/2024

Sonoma Country

Agenda

3:00 PM - 6:00 PM

Session Location

Arrival Window

Location: San Francisco International Airport (SFO)

Travel 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 vehicles will transport you from SFO directly to The Lodge at Sonoma Resort.
  • 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.

6:00 PM - 7:00PM

Session Location

Welcome Cocktail Reception

Begin your Executive Retreat experience with a sophisticated cocktail reception at The Lodge. 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

Session Location

Think Tank Dinner

Location: Stone Building

The Experience:

  • Silent Service:

Our signature ‘Silent Service’ dining approach ensures a seamless blend of fine dining and intellectual exchange, minimizing interruptions from the staff.

  • Interactive Discussion:

Engage in structured roundtable discussion 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 5 key questions derived from our pre-retreat survey responses, ensuring relevance and depth.

Tim McGrath

Chief Executive Officer

Robert Jaggers

Chief Executive Officer

8:30 PM - 10:00 PM

Session Location

Post-Dinner Reception

Location: Stone Lawn Tent

The Experience:

  • 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.
  • ‍Networking Opportunities: Mingle with fellow executives, exchange contacts, and explore potential partnerships. This is an excellent opportunity to solidify new relationships and conceptualize future AI business initiatives.‍

7:30 AM - 8:30 AM

Session Location

Breakfast

Early networking opportunity over a gourmet breakfast!

8:50 AM - 9:00 AM

Session Location

Opening Remarks

Kick off Day 2 with inspiring opening remarks from our Chief Executive Officer, Robert Jaggers, who will be setting the stage for a day of learning  and collaboration. This short session will introduce the opening panel of the Retreat, laying the foundation for the transformative discussions and insights to follow.

9:00 AM - 9:45 AM

Session Location

Opening Panel

Innovate or Obsolete: Breaking The Chains Of Legacy IT

Kick off Day 2 with inspiring opening remarks from our Chief Executive Officer, Robert Jaggers, who will be setting the stage for a day of learning  and collaboration. This short session will introduce the opening panel of the Retreat, laying the foundation for the transformative discussions and insights to follow.

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.

Anil Nanduri

Head of Intel AI Acceleration Office (AAO)

Singari Seshadri

Head, Digital Experience Innovation

Singari Seshadri

Head, Digital Experience Innovation

Kalene Gomez

VP of IT

Bruce Monaco

Co-Founder / Chief Operating Officer

9:45 AM - 10:10 AM

Session Location

Interactive Polling Session

AI Readiness & Strategy: Navigating the Path to Success

In this dynamic session, Jamal Khan, from the Helix Institute of Applied AI & Robotics, will facilitate an interactive polling discussion and . Participants will engage in real-time polls and structured discussions to assess their AI and data readiness, providing valuable insights into the state of AI implementation across different organizations.

What You Will Learn

AI Roadmap Assessment:

  • How effective is your current AI roadmap?

Governance Framework:

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

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?
  • Comparing effectiveness of buying vs. building AI solutions when rolled out.
Jamal Khan

Head of Helix

10:10 AM - 10:50 AM

Session Location

Closing Panel

Great Balancing Act: AI Safety vs. AI Innovation

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.

Antoine Holman

Chief Development Officer

Matthew Murphy

Chief Data Officer

Yury Gomez

Chief Commercial Officer, Manufacturing

Steven Choi

Chief Medical Officer

Bruce Monaco

Co-Founder / Chief Operating Officer

10:50 AM - 11:00 AM

Session Location

Closing Panel

Coffee 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!

11:00 AM - 11:50 AM

Session Location

Executive Roundtables

Driving AI Transformation: Mastering Team Culture & Organizational Change

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 executives, 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.

11:50 AM - 12:20 PM

Session Location

Roundtable Review

Presentation of Roundtable Findings

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.

12:20 PM - 1:00 PM

Session Location

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!

1:00 PM - 1:45 PM

Session Location

Closing Panel

The Elusive ROI: Benchmarking AI's Impact on Operational Efficiency

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.

Jie Yu

Head of Digital & Data Science

Kyle Dufresne

AI GTM & Enablement

Arun Nandi

Head of Data & Analytics

Carolyn Scott

Chief Academic Officer

Jamal Khan

Head of Helix

1:45 PM - 2:00 PM

Session Location

Closing Remarks

Finish off Day 2 with inspiring opening remarks from our Chief Executive Officer, Robert Jaggers to end the content for the Executive Retreat.

2:00 PM - 3:30 PM

Session Location

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.

Departure Time: 3:30 PM

Session Location

Meet us in the lobby with your +1

We will be taking luxury vehicles from The Lodge to Bouchaine for Wine tasting, fun, and networking. We will be meeting in the lobby around 3:15 PM and will leave the Lodge at 3:30 PM sharp.

4:00 PM - 5:30 PM

Session Location

Wine Tasting at Bouchaine

5:30 PM - 6:00 PM

Session Location

Depart for Ram’s Gate Winery

6:00 PM - 6:45 PM

Session Location

Reception Event

6:45 PM - 9:00 PM

Session Location

Private Dinner

9:00 PM - 9:15 PM

Session Location

Return back to The Lodge

We will be returning home for the night on the shared transportation at 9 PM, however you are welcome to stay out longer if you'd like.

9:00 AM - 10:00 AM

Session Location

Farewell Breakfast

Enjoy a delightful breakfast featuring a selection of gourmet options as you engage in final conversations with your peers under the Heritage Tree. 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-

Session Location

Onward: Departures and Optional Activities

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:

What You Will Learn

  • 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.

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.

Let’s TRANSFORM
HUMANITY together

Join us for an exclusive intimate event experience like no other.

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