2014 Chief Marketing Officer Leadership Forum: Fall Event
2014 Chief Marketing Officer Leadership Forum: Fall Event
November 6, 2014 - San Francisco, CA
JOIN LIKE-MINDED PROFESSIONALS IN YOUR FIELD FOR A FULL DAY OF LEARNING. EXPLORE CUTTING EDGE CONTENT AND EXPAND YOUR NETWORK WITH THE BEST AND BRIGHTEST EXECUTIVES IN THE REGION!
Why You Should Attend!#ArgyleCMOSF
The good news: the economy is slowly picking up speed, and consumers’ spending habits are reflecting that. The bad news: consumers are still being very cautious with their dollars, and they are now hyper-connected with each other and the media, granting them unlimited information and opportunity to scrutinize. Consequently, today’s CMO faces a lot more pressure to demonstrate value to consumers in a much more competitive market. There is an intensified need to maintain the exceptional components of a strong brand identity while also constantly re-tailoring the brand to the changing wants and needs of the modern consumer. Similarly, while CMOs feel pressure to maintain strong traditional marketing channels, they are faced with the challenge of taking advantage of the multitude of opportunities within digital marketing and smoothly integrating these into their overall marketing strategy.
Argyle Executive Forum is bringing together leading CMOs and marketing leaders from a variety of industry verticals to discuss best-practices and innovative marketing strategies in a discussion-based format at our 2014 CMO Leadership Forum taking place in San Francisco.
This event will feature insights from top executives, including:
If you'd like to recommend a speaker, please email Tyler Lettich at firstname.lastname@example.org.
Charles Schwab View Bio »
Julian joined Schwab in 2012, to drive the Challenger Brand Identity project and help the company rediscover and activate its rich Challenger heritage for a new generation of investors.
Over his 30 years in the advertising and marketing industry he’s worked across virtually every category imaginable, and with iconic brands like Nike, DHL, Miller, Adidas, Coke and Disney, to name but a few.
His driving passions throughout his career have been re-invention and re-imagination – of brands, of himself and of marketing its self. A passion that has seen him pioneer the concept of Experience Planning in the first dotcom boom, Influencer Marketing before Facebook, and most recently Challenger thinking and activation within major corporations.
He’s also an avid traveler, athlete, softball player, father, husband and crossfitter.
Wells Fargo View Bio »
Jonathan Alloy is Vice President at Wells Fargo Bank in San Francisco. He leads product management for wholesale customer due diligence tools, and previously crafted social media and marketing campaigns for consumer debit cards. Jonathan completed DuPont’s Marketing Leadership Development Program and served as vice chair of San Francisco’s General Obligation Bond Oversight Committee. He holds an MBA from the University of Michigan and a BS from Frostburg State University.
Shutterfly View Bio »
John Boris is Senior Vice President and Chief Marketing Officer for Shutterfly, responsible for marketing efforts including brand and customer marketing, ecommerce, product management, business development, user experience, creative services, market research and corporate communications across the company. Previously, John served as Executive Vice President and Managing Director at Lonely Planet, overseeing marketing, retail sales, B2B, and global mobile product development for Lonely Planet Americas. Prior to Lonely Planet, John was at Zagat Survey, 1-800 Flowers.com and FreshDirect, Inc. where the company was recognized as Marketer of the Year from The Direct Marketing Association and he was nominated for BrandWeek's Top 40 Under 40. John earned his MBA from NYU Stern School of Business and has a BA in American Studies from Middlebury College.
San Francisco Business Times View Bio »
July 2000 to present
San Francisco Business Times
Cover banking, financial services, the payments business and fin-tech for this newspaper. The beat coverage also includes venture capital, angel investing, investment banking, accounting and the economy.
Stories in print and online (www.bizjournals.com/sanfrancisco) have included continuing coverage and analysis of the historic financial crisis that erupted in 2008.
The role includes writing blogs and commentary on a range of issues from Wells Fargo’s warning of a retirement crisis to a look at the history of financing the Golden Gate Bridge to Wall Street discovering America’s working class, among many topics addressed.
Coverage has included one-on-one interviews over the years with the CEOs of JPMorgan Chase, Citigroup, Bank of America, Wells Fargo, Charles Schwab, Clorox, Safeway and Chevron, among others.
Also have interviewed some of San Francisco’s top financiers, including Hellman & Friedman’s Warren Hellman and two of the three founding partners of TPG Capital, formerly Texas Pacific Group.
TV and radio appearances as a guest discussing and analyzing banking issues on several local and national programs including CNN, the Nightly Business Report, and, in San Francisco, local ABC and FOX affiliates as well as KQED-PBS’ weekly television show, “This Week in Northern California.”
December 1998 to July 2000
As a San Francisco-based reporter, covered West Coast banks and Federal Reserve speeches for this international news service, which Reuters later acquired. Also based occasionally in New York, where coverage included speeches and Q&A with Fortune 500 CEOs and on one occasion, with President Bill Clinton.
April 1996 to December 1998
San Francisco Business Times
Covered banking and finance for this business journal owned by Charlotte, N.C.-based American City Business Journals, a unit of New York-based Advance Publications – which also owns The Plain Dealer in Cleveland and the venerable Conde Nast magazines, including Vogue, Architectural Digest, Vanity Fair and GQ.
Coverage in 1996 included NationsBank’s aspirations to expand into California and overtures made to Bank of America at the time. Coverage in 1998 included the acquisition of Bank of America by Charlotte-based NationsBank and Minneapolis-based Norwest’s purchase of Wells Fargo.
November 1994 to April 1996
California Public Finance newsletter
Based in San Francisco, covered the California municipal bond market from the perspective of bond issuers and their underwriters. A key story during my tenure was the 1994 bankruptcy of Southern California’s Orange County.
June 1991 to July 1994
Assistant Business Editor
The Charlotte Observer
Worked with a staff of 10 reporters in producing the daily business section of this newspaper. Key coverage topics during my tenure were the growth of banking and the overall economy of this southern city, including the 1992 formation of NationsBank, now Bank of America.
September 1989 to June 1991
Investor’s Business Daily
As a reporter based in Los Angeles, covered personal finance for this national newspaper’s front page and later wrote a daily column on mutual funds.
January 1988 to August 1989
The Palm Beach Post
Covered agriculture and personal finance for this daily newspaper in West Palm Beach, Fla. The Palm Beach County area is a major agricultural region with large sugar and citrus producers.
June 1987 to December 1987
Business Reporting Intern
Covered business news on a general assignment basis, reporting on a range of topics from Kellogg’s presentation to analysts in Atlanta to the death of the founder of Southern Living magazine, one of the South’s biggest cheerleaders. Later promoted during internship to business news wire editor, where I helped shape the newspaper’s coverage of the 1987 stock market crash.
May 1985 to June 1987
Editorial Assistant, Business News
Akron Beacon Journal
Produced graphics and routine coverage of company news tied to promotions and awards that was published in the daily and Sunday business sections. Also traveled to Washington, D.C., to assist with reporting on a congressional hearing as part of overall coverage of the attempted takeover of Goodyear Tire & Rubber Co., which received a 1987 Pulitzer Prize awarded to the staff.
Kent State University, 1982 to 1986
Studied Business Management and News-Editorial Journalism, no degree.
Berea High School, Class of 1982.
Society of American Business Editors and Writers, member and one-time member of its Board of Governors.
National Lesbian & Gay Journalists Association, member. Also organized NLGJA’s first job fair, which drew most of the nation’s largest media companies, held in conjunction with the organization’s national conference in New York in 1993.
AAA Northern California, Nevada & Utah View Bio »
Speaker bio coming soon...
eBay View Bio »
Robert Chatwani leads Consumer Marketing for eBay Marketplaces. His team is responsible for driving brand and integrated marketing for eBay, across buyer and seller programs. Previously, Robert led Internet Marketing for eBay, which includes paid search, affiliate marketing, display advertising, SEO, and partnerships. Previously, Robert was Director of Global Citizenship and led the development social ventures encompassing sustainability, philanthropy and microfinance. Robert previously conceived and launched WorldofGood.com by eBay, a global marketplace for artisans throughout the world. Prior to eBay, Chatwani was the co-founder of a consumer Internet marketplace, and was with McKinsey & Company in Chicago and Washington DC. Robert received a bachelor’s degree in economics from DePaul University and an MBA from the Haas School of Business at the University of California, Berkeley.
You can find Robert on twitter @chatwani.
Western Union View Bio »
Frederick leads Business Development and Marketing for Western Union Digital, the San Francisco based division of Western Union managing 24 global websites and mobile applications throughout the world that enable users to send funds to over 200 countries. Frederick’s team oversees end to end business coordination in these different markets – breaking down customer segments, aligning pricing and messaging, and reach out through traditional, digital and social marketing channels. Western Union Digital management of customer communication and marketing overcomes the unique challenge of customizing to different countries as well as myriad cultures and diasporas within those countries.
Prior to joining Western Union, Frederick worked at eBay Inc. for both the PayPal and eBay Marketplaces divisions. One of his largest roles there was to tie together the eBay and PayPal sites around the world into one cohesive experience for the global community seeking to buy and sell products overseas (cross-border trade). He improved payment and search capabilities, aligned internal trade policies, and lead marketing campaigns around the world. Frederick also led eBay’s resurgence into Large Merchant Business Development where he helped bring new inventory to satisfy customer demand via his team’s signing of marquee names like Calvin Klein, Timberland, Sony, and Toys”R”Us amongst others.
Frederick has spent most of his professional life close to technology, working in start-ups in sectors ranging from asset management software to innovative VoIP platforms. He holds a Bachelor of Science degree in Mechanical Engineering from the University of California, Berkeley as well as a Master of Business Administration degree from the University of Michigan’s Ross School of Business.
Conductor View Bio »
Speaker bio coming soon...
Conversant View Bio »
Scott Eagle leads Conversant’s global marketing function, including strategy and the integration of marketing programs across our solutions groups. An accomplished senior executive with a strong background in client-side digital marketing and consumer brand management, Mr. Eagle has over 25 years of experience as a marketing leader managing major Fortune 500 brands and building successful new companies. Mr. Eagle has served as CMO for Empowered Careers, eHarmony and Claria Corporation, and he has held management positions at Concentric Network Corporation, MFS Communications and P&G. Mr. Eagle holds a B.S. in economics from The Wharton School, University of Pennsylvania, and serves on the board of Akademos, Inc.
Oracle View Bio »
Most recently, Rahim was the co-founder and CEO of Involver, an enterprise social media platform used by more than one million companies and many Fortune 500 brands. Involver was acquired by Oracle (NASDAQ: ORCL) where Rahim is now a senior director of the company's Social Cloud business.
Rahim was honored at The White House with an Empact 100 Award by Startup America and The Kauffman Foundation. He has been named one of the Top 30 Entrepreneurs Under 30 in America by Inc Magazine, one of the Top 40 Under 40 by the San Francisco Business Times, and one of the Top 25 Digital Thought-Leaders by iMedia. While still in high school, Rahim co-founded a web-hosting company and negotiated its sale for $1.5 million while taking his Senior Year final exams. He then started a web services platform business and took it public, becoming one of the youngest directors of a publicly traded company in America.
Rahim completed his MBA at Canada's top management school, the Richard Ivey School of Business. Because of his achievements, he was the youngest student in the school's 80 year history accepted without a prerequisite university degree.
California Academy of Sciences View Bio »
The Chief Marketing Officer of the California Academy of Sciences, Melissa Barritt Felder strives to drive museum visitorship, and strengthen recognition and understanding of all that the Academy has to offer its diverse audiences. In order to attract and engage visitors of all ages, Felder pursues marketing and public relations initiatives, sales strategies, partnerships, and campaigns that highlight the Academy’s offerings in new and compelling ways. Through strategic communication channels and product offerings, her team provides critical ongoing financial support to further the institution's mission to explore, explain, and sustain life. Drawing upon the Academy’s one-of-a-kind exhibits, compelling programs, and scientific expertise, she aims to inspire curiosity about science and the future of the natural world among all who encounter the institution.
Felder joined the Academy in April 2012, bringing an extensive background in marketing and sales with a variety of large corporations as well as start-ups. She has successfully driven revenue and consumer engagement for leading brands in the financial services, packaged goods, and technology sectors. Most recently, Felder was Vice President of Sales Operations at AAA Northern California, Nevada and Utah, where she was responsible for the strategy, marketing and sales for their membership, travel, and insurance agency operations. There, she led the transformation of sales and service effectiveness at over 100 retail locations, resulting in growth, improved productivity and customer satisfaction. She began her career in market research with Kraft and then moved through marketing positions with Nabisco and Tropicana-Dole before becoming a Vice President of Marketing with Del Monte. After Del Monte she led marketing for successful start-ups Snapfish.com and Posit Science.
Felder earned a Bachelor of Science degree in Sociology at the University of Wisconsin-Madison, where she also received her Masters of Business Administration in Marketing. In her spare time, she enjoys mountain biking, hiking, and spending time with her husband and children in Kentfield, California.
Livefyre View Bio »
Jordan Kretchmer is the Founder and CEO of Livefyre, the first social CMS platform used by global media companies and brands to engage consumers through a combination of real-time conversation, social curation and real-time content. Kretchmer, named to Inc’s 35 Under 35 and the San Francisco Business Times 40 Under 40 in 2014, founded the San Francisco-based startup in December 2009, and has overseen its growth to 140 employees and over $35M in venture financing. Livefyre delivers over one billion live content streams every month. Before founding Livefyre, Kretchmer was the Vice President of Brand at Current TV where he led brand re-development for the media company. Previously, he was the Digital Creative Director at Butler Shine Stern and Partners, and Vice President/Associate Creative Director at Mullen Advertising. Kretchmer is a sought after speaker at industry events, having spoken at Social Media World Forum, OMMA Social, Digital Hollywood, Social Data Week, Brand Innovators, Digital Publishing Innovation Summit, and the American Magazine Conference. Kretchmer has also been published in Fast Company, The Huffington Post, TechCrunch and Mashable, among other publications.
Salesforce Marketing Cloud View Bio »
Kyle Lacy is Director, Global Content & Research for Salesforce Marketing Cloud, a leading provider of interactive marketing solutions. He is the author of three critically acclaimed books, Twitter Marketing for Dummies (2nd ed), Branding Yourself (2nd ed), and Social CRM. Prior to Salesforce Marketing Cloud, Kyle co-founded a marketing technology company, helping over 350 clients build and deliver digital marketing experiences. You can follow him on Twitter at @kyleplacy or visit his blog at KyleLacy.com
Plantronics View Bio »
Ms. Mersereau has more than 25 years of experience leading global marketing teams. Prior to her previous role as Chief Marketing Officer and SVP of C3 Energy Management, she was Senior Vice President of Corporate Marketing at Cisco where she was a driving force in the global brand transformation that repositioned the company with the “Welcome to the Human Network” campaign. She and her team also successfully launched the unified communications product set featuring Telepresence, Webex, and Cisco’s telephony line-up. She has held various senior marketing roles at IBM, including Vice President of Integrated Marketing Communications, Vice President of Worldwide Advertising, and Vice President of Marketing, Canada. During her tenure at IBM, she won three Gold Effie Awards in the Advertising and Campaign Effectiveness categories. She was also recognized by the Americas Marketing Organization for improving IBM’s lead management process as well as for the overall integration and effectiveness of IBM’s marketing campaigns. Previous experience includes leadership roles in international marketing for top companies in the food and beverage industry, including Coca-Cola, Wendy’s, and Burger King International.
Wells Fargo View Bio »
Nancy Rehkopf is a senior vice president and the head of marketing and communications for Wells Fargo’s International Group. Based in San Francisco, Nancy leads team member communications, internal marketing, and customer marketing for Global Transaction Banking, Global Financial Institutions, Global Banking, and International Trade Services.
Before her current role, Nancy led Integrated Marketing Development for Wells Fargo’s Community Bank and managed Merger Communications for Wells Fargo’s last three mergers. She has held marketing manager roles for Charles Schwab and the San Francisco Symphony, and was Principal of her own consulting firm.
Nancy started her career with the World Health Organization in Geneva, Switzerland. She holds a B.A. degree in organizational development from Stanford University.
Ticketmaster View Bio »
Mitch Rotter is the Senior Vice President of Brand Marketing for Ticketmaster, where he oversees the company's branding initiatives across web, mobile, and social platforms. Rotter brings two decades of marketing and digital media experience to the table, including senior positions in content strategy, brand management, and product development. Before joining Ticketmaster he spent several years running digital programming for leading men’s lifestyle publisher Break Media, including the creation of several successful YouTube channels with millions of subscribers and views each. In addition to his work with digital and mobile startups Rotter has helped big media companies enhance their fan engagement and audience development -- he spent three years leading marketing and product development for Universal Music Group, and between 2000-2008 he led marketing and music development at New Line Cinema, where he executive produced several award-winning soundtracks including Lord of the Rings, Elf, and Magnolia. Rotter's fluency in cutting-edge media trends and passion for music and entertainment serve him well at Ticketmaster, where his work on creative branding initiatives has helped drive customer engagement and connect fans to the company's unique online marketplace.
BevMo! View Bio »
Francesca Schuler is a senior marketing executive whose passion is building lifestyle brands that have a unique and deep connection with their consumers. Francesca is currently the CMO of BevMo!, a leading specialty retailer of alcoholic beverages and related products. She joined BevMo! in September of 2011 from Treasury Wine Estates-Americas where she was the CMO, managing a wine portfolio of over 50 brands including Beringer, Chateau St. Jean, Stags’ Leap, and Penfolds. Prior to Treasury, she was the head of Marketing for Method Products, Inc, a pioneer of premium non-toxic home care, laundry, air care and personal care products that was named one of the 50 most innovative companies in 2008 by Fast Company. Previously, Francesca was the vice president of brand management in Gap’s Global Marketing department. When she first joined the Gap she ran the Corporate Strategy group for Gap, Inc. Francesca was also a partner at Marakon Associates, a boutique management consulting firm, where she advised consumer and retail companies. Early in her career, she held several marketing and sales positions at the E&J Gallo Winery. Francesca holds an M.B.A. from Wharton and a B.A. in Comparative Literature from Brown University. She has served on the boards of NutraBella, Inc. and Patz & Hall Winery as well as been an advisory board member for several Bay Area startups. Francesca is the founder of Bay Area Marketers (BAM), a community of senior marketing professionals, who have been providing marketing advice for startups since 2008. She lives in Sonoma with her husband Eric and children, Aria and Will, who are her inspiration for creating unique brand experiences.
Nielsen View Bio »
Jeff Smith is EVP Global Solutions Marketing at Nielsen, a leading global provider of information and analytics around what consumers watch and buy. As part of Nielsen’s Product Leadership team, Jeff leads Nielsen’s go to market efforts around marketing and advertising performance, and is an expert on emerging media and its impact on traditional advertising channels. Prior to Nielsen, Jeff was Chief Marketing Officer and Senior Vice President of Client Services at Vizu, a provider of real-time brand lift analytics for digital brand advertising, which was acquired by Nielsen in 2012. Prior to Vizu, Jeff was Vice President of Sales and Marketing at Keibi Technologies, a leader in the Social Media analytics space. Jeff’s business accomplishments, including driving the growth of multiple new ventures from inception to ultimate acquisition, have been chronicled in Fortune Magazine, the New York Times and S&D Executive’s “Pro’s to Know.”
ON Semiconductor Corp. View Bio »
David Somo has led ON Semiconductor’s worldwide corporate strategy, marketing, and communications programs since joining the company in 2009. Bringing more than 25 years of semiconductor and electronics industry experience to his position, Mr. Somo is focused on developing and executing the company’s vision of being a top 10 global semiconductor supplier by delivering energy efficient innovations.
Previously, Mr. Somo was Senior Vice President of worldwide sales and marketing at Celerity, a leading supplier of precision instruments and advanced gas and liquid delivery systems to the semiconductor equipment and manufacturing industry. There, he was responsible for leading the corporate marketing, worldwide sales, applications engineering, field service and international manufacturing operations. Mr. Somo also served as Senior Vice President, worldwide sales and service, and corporate officer at MEMC Electronic Materials, a leading supplier of silicon wafers to integrated device manufacturers and semiconductor foundries. During his career, he also served as Vice President of strategic account sales at Advanced Micro Devices (AMD), a leading supplier of x86 compatible microprocessors and flash memory. While at AMD, he established the strategic account organization and managed sales to AMD's top tier customers worldwide. Also at AMD, Mr. Somo held the positions of vice president, sales and marketing for the Americas, and vice president of worldwide marketing for AMD's microprocessor business.
Mr. Somo has a BSEE degree from Arizona State University.
VMware View Bio »
Karen Steele currently serves as VP of Corporate Marketing for VMware, responsible for global brand, brand strategy, advertising and awareness initiatives; corporate events and trade shows; marketing/creative services; customer marketing programs and integrated product launch programs and communications.
Prior to VMware, Ms. Steele was senior vice president of corporate marketing for Saba, responsible for global communications, go-to-market strategy, branding, PR and analyst relations, and demand-generation initiatives. Ms. Steele has more than 25 years of experience leading global marketing teams.
Before Saba, Ms. Steele was vice president of marketing for Cloud9 Analytics, a leading on-demand analytics applications provider. Prior to Cloud9, Ms. Steele served as senior vice president of marketing with Xactly Corporation, a leading provider of on-demand sales performance and compensation management. Prior to her executive role at Xactly, she served as vice president of corporate marketing with Informatica Corporation, a leading provider of data-integration software and services. She was responsible for managing Informatica's global corporate marketing and marketing operations.
Prior to Informatica, Ms. Steele held senior marketing positions at Currenex and AlphaBlox. Ms. Steele began her career at Apple Computer, Inc. and NeXT, where she spent 13 years directing worldwide marketing communications and consumer marketing and brand programs.
Fractal Analytics View Bio »
Sejal is leading the digital and social media analytics vision and capabilities for Fractal Analytics. She has 8 years of Interactive Marketing, Strategy and Analytics experience from Razorfish and Google. During which time she spearheaded the development and execution of attribution modeling, online-offline analysis and testing frameworks. As an industry thought leader she has published several whitepapers.
Prior to digital marketing, she led teams in the Data Warehousing practice at PricewaterhouseCoopers.
MBA in Marketing and Entrepreneurship from Kellogg Graduate School of Management at Northwestern University and a BBA in Finance, International Business and a Minor in Spanish from University of Iowa.
Walmart View Bio »
Helen Vaid is Vice President of Customer Experience at Walmart.com. In her role, she leads site merchandising, analytics, multi-channel and digital experience teams to deliver great shopping experiences for Walmart customers. Before joining Walmart, Helen had an extensive career growing and scaling international businesses and building online brands. She was with Hewlett-Packard (HP) since 2004, most recently as VP and General Manager at Snapfish WW & Web Platform. She was responsible for the global business for Snapfish, growing the brand’s reach from 1 to 13 countries during her nine years at the brand. Prior to joining Snapfish, she was Sales and Marketing Director at Servecast Ltd., a wholly owned streaming media provider. She served clients such as NASDAQ, Logica CMG, EMAP and Reed Elsevier, providing systems and solutions to take their rich content online. Helen’s book, “Branding: Brand Strategy, Design, and Implementation of corporate and Product Identity,” was published in May 2003.
MarketShare View Bio »
Jon Vein is co-founder and CEO of MarketShare, the leading cloud-based, big data analytics and software company, helping companies grow more efficiently by identifying what is really driving demand. With eight offices around the world, MarketShare has had a significant impact on allocating over $200 billion in marketing investments for more than half of the Fortune 50 companies, as well as many other companies around the globe. Partnered with academic leader Dr. Dominique Hanssens, former P&G CMO Jim Stengel, and other industry thought leaders, MarketShare is matching marketing and media deployment with how the 21st Century consumer is actually using new media, including search, display and social media.
Prior to MarketShare, Jon served as Chief Operating Officer of Michael Ovitz's AMG (Artists Management Group) and APG (Artists Production Group), overseeing all divisions, including talent, literary, animation, sports, music, publishing, and feature film production. Jon engineered AMG's sale to The Firm, which he joined as co-head of the M&A/Strategic Advisory Services Division prior to departing and forming MarketShare.
Before joining AMG/APG, Jon was Chief Operating Officer of Film Roman, the premier independent animation production company in the United States, where he oversaw all production, development, sales, human resources, finance, and business affairs. He also brought to Film Roman a private equity investment to facilitate growth, and he was instrumental in planning and executing the company’s initial public offering. Film Roman produced shows such as The Simpsons, King of the Hill, Family Guy, and numerous other award-winning shows.
An Emmy Award winner, Jon produced many film and television productions, including King of the Hill, The Simpsons, and the acclaimed Swimming with Sharks. Jon started his entertainment career as a founding partner of noted entertainment law firm Dern & Vein, working with one of Hollywood’s most respected attorneys, Dixon Dern. Jon represented a wide range of individuals and companies, with deals ranging from talent and corporate level agreements to intellectual property licensing and employment agreements. Early in his career, Jon worked as an engineer at Hughes Aircraft in the Satellite Division, as well as at Teledyne Relays.
Jon is past Chairman of the Young Presidents’ Organization Golden West Chapter, and is currently a member of both WPO-LA and WPO-Golden West. Jon is president of board of the Los Angeles Department of Convention and Tourism Development, as well as a board member for the California Cultural and Historic Endowment, the US Fund for UNICEF’s Southern California Region, the Long Range Planning Committee for Marymount University, The advisory board for Fremont College, the Hancock Park Homeowners’ Association and Los Angeles Television Channel 36. He also sits on the Regents Selection Advisory Committee to the Governor of the State of California, and is a member of the Pacific Council on International Policy. Jon has been tasked by Mayor Garcetti to lead the rebranding of Los Angeles effort. He has been active in politics for many years, including serving as an early member of then-Senator Barack Obama’s finance committee for the 2008 election and the President’s National Finance Committee for his re-election. Jon sits on the finance committee for Congresswoman Karen Bass’ election, and served as an early member of Eric Garcetti’s finance committee in support of his candidacy for Mayor of the City of Los Angeles. Jon holds a US Patent in the field of tissue engineering, as well as several other patents in marketing analytics. Jon graduated from the University of California at Berkeley with a double B.S. in Material Sciences & Engineering and Electrical Engineering-Computer Science with high honors, and received his J.D. cum laude from Harvard Law School. Jon is married to entertainment executive Ellen Goldsmith-Vein and has two rambunctious children, Caroline and Jack.
OptiMine Software View Bio »
As OptiMine’s Chief Marketing Officer, Matt Voda is responsible for marketing, product management, inside sales, and company positioning. He has over 20 years of experience in marketing and product strategy, positioning, and consumer analytics for e-commerce and e-marketing solutions. Before joining OptiMine, Voda was vice president of consumer engagement and insight at Optum, a $40B division of United Health Group. Prior to that, he held executive product marketing and management positions at and Digital River. Previously, Voda was in product management for a business-intelligence division of Sterling Software and managed marketing analytics and consumer database marketing for Damark International, Inc., a large catalog retailer. Voda holds a Bachelor of Science Degree in Business, Marketing from the University of Minnesota's Carlson School of Management.
Old Navy View Bio »
Ivan Wicksteed is the SVP & Global Chief Marketing Officer for Old Navy, overseeing both the marketing and store design teams. Prior to joining Old Navy in February of 2013, he was the Chief Marketing Officer for Cole Haan, and prior to that he was head of International Marketing for Converse. He served as Global Creative Director for Coca-Cola for five years where he helped to instigate a new creative era at the company. Ivan began his career in strategic planning roles at agencies like TBWA Chiat Day in Los Angeles, as well as BMP DDB Needham in London.
Merkle View Bio »
David Williams is Chairman and Chief Executive Officer of Merkle Inc. He acquired Merkle in 1988 and became its 24th employee. Today, Merkle has more than 2,000 employees in locations in the United States, China and United Kingdom, and is the nation’s largest and fastest-growing independent Customer Relationship Marketing (CRM) agency.
David is the author of the book, Connected CRM: Implementing a Data-Driven, Customer-Centric Business Strategy, which was published in 2014 by Wiley Publishing. In the book, he shares his knowledge and experience, with the intent of helping world-class brands build stronger, more profitable relationships with their customers.
David served for 6 years (2006-2011) on the Board of Directors of the Direct Marketing Association where he also served on its Executive Committee. He also served for 3 years (2010-2013) as a member of the Board of Trustees at the Howard County General Hospital: A Member of John Hopkins Medicine. David is a frequent speaker at industry events and has written numerous articles and white papers about topics such as Customer Relationship Marketing, Database Marketing and Analytics, Digital Media and Marketing Technology.
He began his career at Butcher & Singer, a Philadelphia-based investment bank, and holds a Bachelor of Science in business administration from Shippensburg University in Pennsylvania.
7:45am – 8:45am Breakfast
8:45am – 8:50am Argyle Executive Forum Opening Remarks
8:50am – 9:25am Fireside Chat
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Ivan WicksteedChief Marketing OfficerOld NavyInterviewed by:Jonathan AlloyVP, Product ManagerWells Fargo
9:30am – 9:50am Thought Leadership Spotlight Presented by Oracle
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"Social Essential to Delivering Exceptional Customer Experiences"
A recent global study revealed that 91% of executives wish to be considered a customer experience leader in their industry. And more than 80% of those executives believe social is an essential part of the puzzle. It’s not hard to understand why. Social has become a preferred method of communication for consumers. And businesses are realizing the many benefits of social including actionable insights, better service, driving sales and creating better customer relationships. When executed right, social can help win the hearts and minds of consumers and help develop lasting relationships. Join Oracle Social Cloud executive Rahim Fazal as he walks audiences through the imperative of social for every business wanting to be truly customer-centric.Rahim FazalSenior Director, Product Management Strategy, Oracle Social CloudOracle*Please note this session is off the record.
9:50am – 10:15am Coffee Break
10:15am – 11:05am Panel Discussion
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“Brand Engagement in the Digital Era”Session topics include, but are not limited to:
- Leveraging big data to better understand the customer and improve the overall brand experience
- How to measure success and understand consumer expectations of social and digital channels
- Identifying and engaging influencers in your community Utilizing the available channels in today’s technologically advanced world to engage with customers through all available touch points
- How to keep your brand relevant to your customers/consumers
- Delivering the most tailored, personalized content at these touch points Understanding the multifaceted functionality of social media
- Using social media to tell a story and emotionally connect with customers
- Leveraging the business value of social engagement
- Developing a strategy for paid, earned and owned media
11:10am – 11:30am Thought Leadership Spotlight Presented by Salesforce Marketing Cloud
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"3 Technology Trends Disrupting Consumer Behavior"
As a marketing leader, technology trends should be extremely important to every aspect of your business. They define the next generation of consumer behavior and ultimately engagement. Uber announces a valuation of over $10 Billion. They said it was a fad, yet Airbnb procures a million guests a month.That's 33,333 a day, or 1,388 an hour —all without owning a single bed, bath, or room. Not to mention, sensor use in products are growing at a 30% clip year over year.
Next up? "Next up" is what we need to understand as marketing professionals. Nearly every industry is impacted by technology and it is becoming increasingly more apparent that the consumer journey is being impacted as well. If you thought social media was disruptive, get ready for the next frontier.
Based on extensive research of over 10,000 consumers, Kyle will focus on the quickly evolving communication landscape and the impact of increased consumer mobility, localization, smart machines, and the power of social.Kyle LacyDirector, Global Content & ResearchSalesforce Marketing Cloud
11:30am – 11:50am Coffee Break
11:50am – 12:40pm Panel Discussion
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“Optimizing Marketing Performance”Session topics include, but are not limited to:Marketing’s transformation into a data driven science
- How has digital transformed the way in which marketing executives structure their teams? Leveraging data to optimize these interactions
- Being the catalyst to help your marketing organization make this transition
- Utilizing new measurement tools and ROI to demonstrate the value of marketing within the organization Gaining access to value-rich data to help inform marketers of the highest performing channels
- Using this data to support an increase in brand investment in successful channels and improve ROI
- Best practices and challenges encountered in measuring cross channel engagement
- Scrutinizing how investments into certain channels are driving results and using that knowledge to better target your spending
12:45pm – 1:05pm Thought Leadership Spotlight Presented by Conversant
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"5 Ways to Drive Digital Marketing Excellence Through Sharper Thinking"
We all strive for excellence in our marketing programs – but bad or outdated thinking can hinder our progress. We can’t ever settle for “good enough” or “checking the box” when it comes to digital. The best way we can drive excellence is to jettison our outmoded or incorrect beliefs about digital. This presentation focuses on 5 digital myths all of us need to stop believing – myths that really do make it far more difficult to achieve excellence.
The “Big 5” Myths in Your Way to Driving Marketing Excellence
- You’re doing all that’s necessary to personalize your marketing programs to individual consumers
- It’s too tough to demonstrate digital’s impact on offline sales
- Vendor dating is better than vendor marriage
- Simplistic attribution models like last click get us “close enough” to the answers we need
- Your team needs to “get there first” on the gamut of marketing innovations
1:05pm – 2:05pm Lunch
2:05pm – 2:25pm Thought Leadership Spotlight Presented by Merkle
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“Connected CRM: Delivering on a Data-Driven Business Strategy”How do you lead a customer-centric, data driven business strategy in a disruptive digital world? The answer is Connected CRM™. When executed successfully, this approach will create a fundamental shift in your organization, placing the customer at the heart of the business strategy. Join Merkle’s David Williams as he discusses the importance of an organizations ability to understand a consumer’s behavior and how that allows the organization to create personalized experiences that drive long term customer value and create sustainable competitive advantage. David WilliamsChairman and Chief Executive OfficerMerkle
2:30pm – 3:15
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pmPanel Discussion“Leadership Speaks: Mobile Marketing”Session topics include, but are not limited to:Discussing the shift to mobile
- Has your organization addressed the shift in consumer behavior away from traditional devices towards mobile devices?
- How far along is your organization in measuring your mobile marketing efforts? Best practices for measuring mobile advertising
- Have you encountered challenges in maintaining the same caliber of creative throughout your mobile campaigns?
- How is your team going about building a unified view of your customer across screens and devices? How to facilitate the intersection of traditional marketing and newer digital techniques
- Best practices in aligning new marketing strategies with tried and true techniques for the greatest possible impact
- Exploring various measurement tools and developments that allow marketers to integrate the traditional with the new, the offline with the online, etc.
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Thought Leadership Spotlight Presented by OptiMine Software“Moving from Planning to Optimization with Agile Marketing Mix”
Today’s always-on environment, where new devices and channels crop up seemingly overnight, requires a shift in mindset from planning to perpetual testing and optimization. To capitalize on new opportunities to more effectively reach consumers while mitigating risk from unpredictable market dynamics, the most successful marketers today are taking an agile approach: continually gathering fresh insights and making incremental adjustments to optimize their marketing performance. We’ll highlight cases where optimization-minded marketers are adopting an agile marketing mix analytics approach to test new campaigns and channels; uncover hidden value in hard-to-measure channels such as mobile, social and offline; and take iterative action to mine untapped value in their marketing investments.Matt VodaChief Marketing OfficerOptiMine Software *Please note this session is off the record.
3:40pm – 4:05pm Coffee Break
4:05pm – 4:40pm Fireside Chat
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Julian AldridgeVP, Brand Evangelism and ActivationCharles Schwab Interviewed by:Mark CalveySenior ReporterSan Francisco Business Times
4:45pm – 5:20pm "Customer Engagement at BevMo!"
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BevMo! operates in the most highly competitive beverage markets in the United States. Learn how they gained clear visibility into customer behavior to measure true integrated, omnichannel campaign effectiveness and used personalized offers across multiple touch points to improve customer retention and increase sales.Francesca SchulerChief Marketing OfficerBevMo!*Please note this session is off the record.
5:20pm – 5:25pm Argyle Executive Forum Closing Remarks
5:25pm – 6:25pm Closing Reception
What will be discussed? Explore marketing hot topics and challenge areas such as:
Evaluate where you are on the omnichannel maturity curve, reflect on how your team is driving accountability around the omnichannel customer experience, and find out what you could be doing better. Our speakers will discuss:
- Methodologies for measuring ROI
- Targeting with customer data
- Managing cross functional collaboration
- Comparing single and multichannel interactions
Confront the shift to the mobile consumer head on, by learning how the Fortune 500 has adapted their marketing efforts for mobile devices. Discuss mobile's evolution and make predictions for the future. Get briefed on:
- Optimizing content for mobile
- Managing the mobile channel as a marketer
- Building a unified view of users across channels
- Measuring the ROI of mobile
Buyer 2.0: the B2B customer
Who is the B2B customer of today, as opposed to 5-10 years ago? Learn how successful organizations have implemented new channels and capabilities to reach this specific type of consumer. Gain insight into:
- Catering outreach to the customer
- Empowering your sales team
- Establishing brand credibility
- Becoming a thought leader
Explore how we understand our customers in today's hyper-connected world, and develop a brand dialogue to effectively communicate with them. Hear discussions on:
- Understanding audience fragmentation
- Connecting emotionally with customers
- Communicating across multiple touch points
- Integrating new media with traditional strategy
The digital CMO
The digital sphere has changed the role of the CMO, in scope and practice. Talk about how this affects all areas of the executive agenda, from budgeting to hiring. Learn how top CMOs are:
- Being catalysts for change
- Adopting new measurement tools
- Defining new roles to add value
- Leading by example
Exceed your customer's expectations for a tailored experience with effective content marketing. Find out how other marketing leaders are:
- Driving engagement through personalization
- Measuring content efforts
- Exploring new communication channels
- Understanding customer preferences
Still have questions? We have answers.
I want to attend, but what if I'm unsure of my schedule and need to cancel my participation?
Just let us know. We understand that schedules
we always have a waiting list for this event,
and if you don't
cancel, we will assume you are still attending
and your spot will
go unused. If you must, cancel at least 48 hours
prior to the
event to make room for others!
What if I can't be OOO for a whole day, or need
to come late?
We have wifi and private rooms available for
attendees to take
calls and spend some quiet time on emails, as
well as access to
printing. Have a morning meeting you can't miss?
No problem. This
event was designed for busy executives - we get
I'd like to bring some colleagues. Do I need to
Events are more fun with friends, and we'd be happy to host your team. You can have them register online, or send us their names, titles and email addresses and we will take care of it for you!
I don't see the event venue listed. Where will
the meeting be
To maintain exclusivity, we don't release the
venue address until
the registration process has been completed. All
details will be shared once you have requested a
pass and been
The "2014 Chief Marketing Officer Leadership Forum: Fall Event" in San Francisco
is proudly sponsored by:
"Argyle offers a terrific opportunity to learn about marketing challenges and strategies across industries."
The CMO of Perry Ellis on how the CMO forums create a space to share perspectives and solutions with peers in an informal setting.
"As a member of the CMO community, I have been impressed by the caliber of the organization and the network. "
A VP of Marketing at Compass Group USA on attending Argyle CMO events and making connections.
"Their forums bring together engaging speakers and fascinating content. "
The CMO of Constellation Brands on the Argyle CMO series.
Traveling for the event? Stay at one of our
The below hotels are recommended by Argyle Executive Forum. Please note that we do note have a corporate rate.
433 Powell Street
San Francisco, CA 94102
Telephone: (415) 362-2004
Handlery Union Square Hotel
351 Geary Street
San Francisco, CA 94102
Telephone: (415) 781-7800
Mark Hopkins San Francisco
One Nob Hill
San Francisco, CA, 94108
Telephone: (415) 392-3434
Omni San Francisco Hotel
500 California Street
San Francisco, CA 94104
Telephone: (415) 677-9494
Parc 55 Wyndham
55 Cyril Magnin Street
San Francisco, CA 94102
Telephone: (415) 392-8000
San Francisco Marriott Union Square
480 Sutter Street
San Francisco, CA 94108
Telephone: (866) 912-0973
Sir Francis Drake Hotel
450 Powell Street
San Francisco, CA, 94102
Telephone: (800) 795-7129
The Fairmont San Francisco
950 Mason Street
San Francisco, CA 94108
Telephone: (415) 772-5000
The Huntington Hotel
1075 California Street
San Francisco, CA 94108
Telephone: (415) 474-5400
The Powell Hotel
28 Cyril Magnin Street
San Francisco, CA 94102
The Warwick Hotel
490 Geary Street
San Francisco, CA, 94102
Telephone: (415) 928-7900
The Westin St. Francis
335 Powell Street
San Francisco, CA, 94102
Telephone: (415) 397-7000
225 Powell Street
San Francisco, CA 94102
Telephone: (415) 397 7700