Columbia CMO Institute
Columbia University
June 14-16
Welcome
The CMO Institute is an executive level program designed for high potential marketing executives looking to develop and enhance their leadership skills. We are unique in that we focus specifically on Marketing leadership challenges, rather than technology, sales or general leadership as do many other programs. Our sessions are taught and facilitated by Fortune 1000 CMOs and Columbia faculty that have foundation knowledge as well as practical, real world experience.
The CMO Institute provides up-and-coming marketing executives with an insight to the skills, techniques and disciplines of the CMO Institute role.
Curriculum
7:30 – Registration/Continental Breakfast
8:30 – Welcome to the CMO Institute
9:00 – Digital Disruption: How can we Anticipate the Unexpected Threats
Art Langer
Faculty Instructor
Columbia University
11:15 – Analytical Marketing
Rich Smith
Chief Marketing Officer
DiTech Financial LLC
12:30 – Lunch
1:30 – “Artist in Residence”
Organizing a Creative Ecosystem for Highly Differentiated Success
John Hayes
CMO
Amex
3:00 – Crisis Management
Dana Deasy
SVP & CIO
JPMorgan Chase
5:00 – Networking Reception
7:30 – Continental Breakfast
8:30 – Building and Activating Your Network: A Key Asset for you and your Company
Margaret Molloy
CMO
Siegel+Gale
10:00 – B2B or B2C – We are all Marketing to People
John L. Kennedy
CMO
Xerox
11:30 – Lunch
12:30 – From transactions to loyalty: how to build meaningful relationships with your customer
Denise Karkos
CMO
TD Ameritrade
2:00 – Think Differently…How Great Brands Think
Michael Williams
Former CMO, Formula 1, Grand Prix of America
President, Sports Media & Entertainment, Pypestream
3:30 – Perpetual Relevance
Umang Shah
Director, Global Digital Marketing and Innovation
The Campbell Soup Company
5:00 – Adjourn
7:30 – Continental Breakfast
8:30 – Digital Marketing Lessons from the Met
Sree Sreenivasan
CMO
The Metropolitan Museum of Art
10:00 – Marketing for the Age You’re in
Kristin Lemkau
CMO
JPMorgan Chase
11:30 – Lunch
12:30 – Tell Your Brand Story – Or Others Will Tell it For You!
Lisa Shalett
Former Head of Brand Marketing and Digital Strategy
Goldman Sachs
2:00 – CMO Institute – Program Wrap Up – Open Discussion
Art Langer
Faculty Instructor
Columbia University
2:30 – Adjourn
Instructors
Art Langer
Dr. Arthur M. Langer is the Chairman and Founder of Workforce Opportunity Services. He is the Director of the Center For Technology Management and the Associate Chair of Faculty Affairs, Support, and Development and Academic Director of the Executive Master of Science in Technology Management at Columbia University.
He serves on the faculty of the Department of Organization and Leadership at the Graduate School of Education (Teachers College). Dr. Langer is also an elected member of the Executive Committee of the Columbia University Faculty Senate.
Dr. Langer is the author of Strategic IT: Best Practices for Managers and Executives (2013 with Lyle Yorks), Guide to Software Development: Designing and Managing the Life Cycle (2012), Information Technology and Organizational Learning (2011), Analysis and Design of Information Systems (2007), Applied Ecommerce (2002), and The Art of Analysis (1997) and has published numerous articles and papers relating to service learning for underserved populations, IT organizational integration, mentoring and staff development. Dr. Langer consults with corporations and universities on information technology, staff development, management transformation, and curriculum development around the globe.
Prior to joining the full-time faculty at Columbia University, Dr. Langer was Executive Director of Computer Support Services at Coopers and Lybrand, General Manager and Partner of Software Plus, and President of Macco Software.
Kristin Lemkau
Ms. Kristin Lemkau has been Chief Marketing Officer of JPMorgan Chase & Co. since January 7, 2014 and has been its Chief Communications Officer for Chase since 2010. Ms. Lemkau has been with JPMorgan Chase and its predecessor firms since 1998 and is responsible for Corporate Brand and Employer Brand firm wide. She served as the Chief Marketing Officer and Head of Communications for the Investment Bank from 2005 to 2010. She held senior roles in Media Relations and Internal Communications for J.P. Morgan. She serves on the Board of the non-profit organization, the Sandy Hook Promise. Ms. Lemkau graduated from Vanderbilt University.
Denise Karkos
As Chief Marketing Officer, Denise Karkos is responsible for the overall management of TD Ameritrade’s Marketing to the Long-Term Investor, Trader and Advisor segments. Specific functions that she oversees include segment strategy, brand and advertising, social media and content marketing, marketing analytics and operations. Previous experience at TD Ameritrade includes Managing Director of Brand and Advertising and Managing Director of Retail Segment Strategy.
Prior to joining TD Ameritrade in 2010, Karkos spent four years with TD Bank, as the Senior Vice President of Marketing Planning, where she managed multiple bank acquisitions including Commerce Bank, which doubled the firm’s footprint.
With more than 20 years of experience, Karkos has held multiple positions building media and marketing strategies for national brands from both the advertising agency and the client side of the business. She has held positions in notable advertising agencies, including The VIA Group, Digitas, Hill Holliday and Initiative Media, where she played both account and media roles, and managed clients including American Express, Top Flite Golf, and Johnson & Johnson.
Lisa Shalett
Lisa Shalett’s career screams agility: across a diversity of roles and businesses, she has proven herself to be a visionary leader, innovator, brand builder and growth driver. She retired last year after a 20 year career at Goldman Sachs, where she had been a Partner and most recently Global Head of Brand Marketing & Digital Strategy, managing Goldman’s brand during the financial crisis. Then she promptly “failed” retirement, and joined an explosively-growing, millennials-focused media startup as Chief Marketing Officer and now Advisor. She currently is an advisor to startups and an angel investor, and serves on two boards, Brookfield Property Partners (public) and PerformLine (private). She is a respected strategic thinker and problem solver, and a committed and sought-after coach and mentor, recognized for motivating people and investing in their development and success.
At Goldman Sachs, Lisa held senior leadership roles in 5 divisions and 2 regions, led revenue-producing and revenue-supporting businesses, managed global P&Ls and important client relationships across multiple cultures and geographies, and helped transform the way Goldman communicates with its key stakeholders. She began in 1995 as an Associate in Japanese Equities Sales, leveraging her expertise in Japanese language and business, and spent 11 years in the Equities Division, where she became a Partner and Head of International Equities. In 2006, as the regulatory environment was intensifying, Lisa was tapped to become the Chief Operating Officer of Global Compliance, Legal and Internal Audit. In April 2010, as the financial crisis loomed, she was asked by senior leadership to take on the role of Global Head of Brand Marketing & Digital Strategy in the Executive Office. During this unprecedented period in the firm’s history, she served as a change agent, and led the strategic development of Goldman’s first (and award-winning) corporate image advertising campaign, managed proprietary brand and reputation research, and drove digital strategy, including the launch of Goldman’s social media presence, content marketing, and the redesign of the firm’s website. Lisa helped forge strong media industry partnerships and worked closely with entrepreneurs.
Lisa left Goldman in 2015 to follow her passion for working with startups in media and tech, and spend more time advising high-growth companies on business models, strategy, marketing, and talent. She joined the executive team of Odyssey, a millennials-focused social content platform that crowdsources diverse perspectives from millennial influencers in their local communities, and provides insights and native content to brands trying to resonate with this audience, working for its 28-year-old CEO as CMO and now Advisor.
Lisa is committed to initiatives that emphasize leadership development, diversity, innovation, and to using her business background to help entrepreneurs and nonprofit organizations succeed. She serves on the Advisory Board of Duke University’s Fuqua/Coach K Center on Leadership & Ethics, the Steering Committee of the Kellogg School’s Center for Executive Women, and as a Board Member and Mentor for W.O.M.E.N. in America, which brings senior women executives together to mentor high potential women leaders. She is an International Selection Panelist for Endeavor, a non-profit that mentors and supports High-Impact Entrepreneurs in emerging markets, and she serves on the WNYC Public Radio Digital Task Force. She is a frequent speaker and panelist, and has participated in the Fortune Most Powerful Women Summit.
Lisa earned her MBA from Harvard Business School, and BA, summa cum laude, in East Asian Studies from Harvard University. She lives in New York with her husband and two sons. Follow her on Twitter: @lisashalett
John L. Kennedy
John Kennedy is chief marketing officer for Xerox. He was named to this position and appointed a corporate vice president in July 2014.
John is responsible for advertising, experiential marketing, public relations, internal communications, integrated campaigns, and interactive and social marketing.
Prior to joining Xerox, John served as vice president, marketing, for IBM Global Business Services, leading marketing and demand generation for IBM’s business services division. Earlier, John held a number of senior marketing, sales and strategy roles at the company in the U.S. and Asia-Pacific. Before joining IBM in 1996, John was with Procter & Gamble and started his career with NationsBank (now Bank of America).
John received his MBA from Harvard University, and bachelor’s degrees in economics and political science from the University of North Carolina at Chapel Hill. John serves on the board of the Association of National Advertisers.
John can be followed on Twitter @johnlkennedy
Rich Smith
Rich joined ditech in April 2013 and is responsible for marketing, branding, and portfolio analysis for all business lines. He has over a 20-year history of building profitable campaigns and top-tier brands in financial services. Previously he was Chief Marketing Officer (CMO) at AIG Bank, leading marketing and strategic planning for AIG’s banking subsidiary and serving on AIG’s global branding and ecommerce steering committees. Rich lead the transformation of AIG Bank’s business model from a focus on internal business sources and intermediaries, such as financial advisors, to consumer-focused direct banking, delivering exponential growth in consumer business in less than one year. Before his time at AIG Bank, he drove revenue growth for other AIG business units as Vice President of U.S. Consumer Markets for the AIG Domestic Accident and Health Division and Marketing Director for AIG Direct (21st Century Insurance)-AIG’s former domestic auto insurance company. Rich joined AIG from Bank One (Chase) where, as First Vice President and Marketing Director of Balance Build, he led a team responsible for credit card loan growth and an annual P&L of $230 million, overseeing more than 35 million customer impressions per month. Rich began his career at MBNA America (Bank of America) in expanding marketing leadership roles, including First Vice President and Product Development Manager where he launched new products, such as MBNA’s Platinum Plus MasterCard and Visa. Rich serves on the North American Advisory Board of the CMO Council and is Co-Chair of the Governing Body of the CMO Collective. He is a graduate of The University of Delaware (MBA) and Penn State (BS Economics).
Margaret Molloy
Margaret Molloy is the global chief marketing officer at Siegel+Gale, the strategic branding consultancy. Known as “the simplicity company,” Siegel+Gale works with some of the world’s leading companies to define, design, and deliver brand experiences.
A marketing thought leader, Margaret has published in Forbes, Harvard Business Review and elsewhere. A popular CMO panel moderator and consummate connector, she is also recognized as one the most influential CMOs on Twitter (@MargaretMolloy).
Margaret has held leadership roles at Gerson Lehrman Group, Siebel Systems and Eircom.
Margaret earned her MBA from Harvard Business School and her undergraduate degree from the University of Ulster and La Universidad de Valladolid, Spain.
John Hayes
Mr. John D. Hayes has been an Executive Vice President at American Express Company since May 1995 and has been its Chief Marketing Officer since August 2003. Mr. Hayes served as an Executive Vice President of Global Advertising & Brand Management at American Express Company since May 1995, and served as its Head of Global Advertising & Brand Management. He served as the President of Lowe & Partners where he led that firm to unprecedented growth through the development of product position and global campaigns for several major corporate clients. He serves as a Director of Association of National Advertisers Inc. He has been a Trustee of Save The Children Federation, Incorporated since February 2013. He has been a Director of Keurig Green Mountain, Inc. since June 20, 2013. He served as an Independent Director of Yahoo! Inc since April 5, 2012 until June 25, 2014. Mr. Hayes served as a Non-Management Director of Wyndham Vacation Resorts Inc. (also known as Fairfield Communities Inc). He received a B.A. in Communications from Seton Hall University.
Michael Williams
Widely known throughout the industry as a driven leader and business strategist with a proven track record across multiple industries, Michael is an energetic “Brand Storyteller” with a hallmark career that has been grounded in building and defining brands that leave an indelible imprint. Michael has been fortunate to have worked for some of the most admired brands in the world. In his current role, Williams is responsible for leading the general business operations for the Sports, Media and Entertainment vertical for Pypestream; a revolutionary mobile messaging platform designed with the sole purpose of delivering an exceptional experience for the customer, while offering the brand the chance to further deepen its communication channels, drive revenue and efficiencies. Prior to joining Pypestream. Michael was the Chief Marketing Officer for the Grand Prix of America, Formula 1. His role oversaw all sales and marketing matters, event programming, customer experience and engagement, as well as establishing the brand position and strategic business model that guaranteed long term growth for the Grand Prix and Formula 1 in North America and throughout the world. Michael also served as CMO, Senior Vice President of Sales and Marketing for the National Hockey League’s New Jersey Devils and Prudential Center. There he developed profitable and strategically sound strategies that embraced the organization’s core business; creating equity amongst all initiatives. Before joining the NHL, Williams served as Vice President of Marketing for the San Francisco 49ers. During his tenure, he spearheaded the effort to expand the organization’s brand footprint, resulting in increased relevance amongst all key metrics. Williams went to the 49ers from the Walt Disney Company’s, Mighty Ducks of Anaheim. Under his leadership as Director of Marketing and Sales, the team saw improved customer satisfaction and increased revenue across all business platforms. Earlier in his career Williams was a Partner with the global advertising agency J. Walter Thompson, where he managed a $50M annual portfolio for Ford Motor Company. He currently serves on the North American Board for the CMO Council, the Governing Body for the New York CMO Collective and the board for the International Marketing group “Peer 150”. He has been recognized for overall creative excellence with numerous national awards, has taught as an adjunct professor at multiple universities and is currently on the Leadership Council at Seton Hall University. Additionally, Williams served on the Juvenile Diabetes Research Foundation, the John Wooden Classic and the Special Olympics of Southern California boards as well.
Sree Sreenivasan
Sree Sreenivasan (@sree) is the first Chief Digital Officer at the Metropolitan Museum of Art, the latest step in what he calls “a three-decade, one-way love affair with one of the world’s great museums.” At the Met, he leads a world-class team of 70 working on topics he loves: digital, social, mobile, video, data, email apps and more.
He joined the Met after spending 20 years at Columbia University as a member of the faculty of the Columbia Journalism School and a year as the university’s first Chief Digital Officer, focusing on the future of education.
In 2015, he was named to Fast Company’s list of 100 Most Creative People in Business, in part for the work he and the museum are doing on the future of culture: http://bit.ly/sreefc
In 2009, he was named one of AdAge’s 25 media people to follow on Twitter and in 2010 was named one of Poynter’s the 35 most influential people in social media; in 2014, he was named the most influential CDO in the US.
He is founder of such global learning opportunities as Social Media One-Night Stand and Social Media Weekend #smwknd (next edition is June 10-11, 2016: http://bit.ly/smwknd2016).
You can find him on Twitter at http://twitter.com/sree and on Facebook at http://facebook.com/sreetips and on Instagram at http://instragram.com/sreenet and on the web at http://sree.net.
Umang Shah
Umang Shah joined Campbell as Director of Digital Marketing & Marketing Innovation in April 2014. He partners with colleagues across Campbell’s advertising, communications, consumer affairs, public affairs, and corporate social responsibility functions to create compelling experiences and provocative content.
Since joining Campbell, Umang has built out the brand’s Innovation Lab as part of a broader mission to keep the organization perpetually relevant.
In his role, Umang leads Campbell’s digital marketing strategy encompassing both consumer-facing communications and corporate initiatives. He oversees Campbell’s digital and social media activities and policies, as well as mobile, web, CRM and emerging media activation, among paid, owned, and earned media channels.
Umang joined Campbell from Walmart, where he had spent two years as Director-Social Media Strategy, using social media platforms to protect, manage, and improve the company’s reputation. Before that, he served as Social Media Strategist with Microsoft Corporation, Manager of Digital Marketing with Xerox, and Senior Sales Reference Program Manager with BEA Systems. He also founded his own consulting firm, Cubed Consulting.
In November 2015, Umang was included in “The Adweek 50” and named one of MediaPost’s “2015 Online All Stars,” both honors that recognize the best, brightest, and most influential leaders behind the world’s top brands. He was previously named a “40 Under 40” award winner by Brand Innovators.
Umang is on the Board of Public Radio Exchange (PRX) and has served on the Board of Advisors of Strategic Business Velocity Solutions since 2012, and as Social Media Strategy Advisor to VC Taskforce, which provides services to venture capitalists. He has also been a judge with the Software & Information Industry Association (SIIA) Social Media CODIE award in 2010 and 2011 and a Global Effie judge in 2016.
Umang earned his B.S. degree in information technology from the Rochester Institute of Technology. He has expertise in data analysis, predictive modelling, organizational design, digital marketing innovation, qualitative and quantitative consumer insights, and market trend analysis. He is also a Lean Six Sigma Green Belt.
Dana Deasy
Dana Deasy was appointed Chief Information Officer of JPMorgan Chase & Co. in December 2013. He is responsible for the firm’s technology systems and infrastructure across all of its business globally. Deasy has over 30 years of experience gained from leading and delivering large-scale IT strategies and projects. Previously he was Group Chief Information Officer and Group Vice President, Information Technology & Services for BP. When he joined BP in October 2007, he took responsibility for the global IT strategy and capability supporting all the firm’s operations including its Refining & Marketing and Exploration & Production businesses, as well as its commodity trading operation. In 2012, Deasy was inducted into the CIO Hall of Fame and in 2013 he was inducted in to the International Association of Outsourcing Professionals Hall of Fame. Deasy was a founding mentor to students in Columbia’s Executive Master of Science in Technology Management program where he is now an Executive in Residence.
Sponsors
Location
Columbia University
1255 Amsterdam Ave.
New York, NY 10025
School of Social Work Room C03
Tuition
Our tuition structure encourages organizations to send multiple attendees. We have found that the more attendees within an organization that hear new ideas, strategies and concepts taught at the Institute, the more likely they are implemented when executives return to the work environment. This is a core principal of the CMO Institute, practical ideas that can be implemented.
1st attendee $5,000 2nd attendee $2,000 3rd attendee $2,000 4th attendee $1,000