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Conference Sessions
Tuesday, May 1, 10:30 AM-11:30 AM
Applying Global Hedge Fund Research Techniques to the CI Problematic, CI Defense
Peter McKenney, CEO & Managing Director, Cipher Systems
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Tuesday, May 1, 10:30 AM-11:30 AM
Competitive Financial Intelligence: An Essential Skill - Often Omitted, CI Defense
David Rogers, Principal, David C.D. Rogers Associates LLC
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Tuesday, May 1, 10:30 AM-11:30 AM
Competitive Media Relations: Using CI to Build Market Image and Market Influence through Public Relations Work, CI Offense
Melissa Cox, President, Clearly Marketing
Co-Presenter: Dede Fauconnet, Consultant,
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Tuesday, May 1, 10:30 AM-11:30 AM
Connecting the Dots Between Intelligence Topics and Primary Intelligence Resources, Critical Skills
Roger Phelps, President, Phelps Business Solutions, LLC
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Tuesday, May 1, 10:30 AM-11:30 AM
Facing the 800-pound Gorilla, CI Offense
Adam Bernard, Manager, Competitor Intelligence, General Motors
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Tuesday, May 1, 10:30 AM-11:30 AM
Intelligence Analysis Professionalism, Scholarly Research and Innovation
Stephen Marrin, Assistant Professor, Intelligence Studies Department, Mercyhurst College
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Tuesday, May 1, 10:30 AM-11:30 AM
More Information, Less Intelligence: How the Information Revolution Has Hindered the Intelligence Process, Professional Effectiveness
Ken Sawka, Partner, Outward Insights
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Tuesday, May 1, 1:00 PM-2:00 PM
Competing on Analytics, Scholarly Research and Innovation
Jeanne Harris, Executive Research Fellow and Director of Research, Accenture Institute for High Performance Business
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Tuesday, May 1, 1:00 PM-2:00 PM
Creating a New CI Function Where One Did Not Previously Exist, Critical Skills
Dennis Sienko, Business Intelligence Manager, Johns Manville
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Tuesday, May 1, 1:00 PM-2:00 PM
Evaluation of Commercial Opportunities Within a Scientific Area, CI Offense
Kevin Boyack, Ph.D., Principal Member of Technical Staff, Sandia National Laboratories
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Tuesday, May 1, 1:00 PM-2:00 PM
How and When to Interpret Movements in a Company's Stock Price Relative to Actual Business Events and Strategy, CI Defense
Andrew Schroepfer, President & Founder, Tier1 Research
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Tuesday, May 1, 1:00 PM-2:00 PM
How You Can Set Up a Network of Key Users to Boost the Value of CI throughout the Enterprise., Professional Effectiveness
Charles Proian, Manager of Market Intelligence EMEA, Lexmark International
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Tuesday, May 1, 1:00 PM-2:00 PM
Resonance Marketing — Earning More by Selling Products that Match Each Customer’s Wants and Needs, Scholarly Research and Innovation
Dr. Eric Clemons, Ph.D, Professor of Operations and Information Management, The Wharton School of the University of Pennsylvania
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Tuesday, May 1, 1:00 PM-2:00 PM
Why Competitive Intelligence Can Be An Addictive Substance: Understanding your sources, managing your expectations, and getting the most out of your CI resources, Critical Skills
Eric Garland, Principal, Competitive Futures, Inc.
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Tuesday, May 1, 2:30 PM-3:30 PM
90 day Intelligence: A Look into a Newly Formed CI Team, Critical Skills
Michael Maziarz, Director of Competitive Intelligence and Research, Novell, Inc
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Tuesday, May 1, 2:30 PM-3:30 PM
Improving Performance with CI and KM, Scholarly Research and Innovation
Helen Rothberg Ph.D., Associate Professor of Strategy, Marist College School of Management
Co-Presenter: Scott Erickson, Ph.D., Associate Professor and Chair, Marketing/Law, Ithaca College School of Business
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Tuesday, May 1, 2:30 PM-3:30 PM
Intelligence & Innovation: A Match Made In Heaven, CI Offense
Brooke Aker, CEO, Acuity
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Tuesday, May 1, 2:30 PM-3:30 PM
Making the Case for Social Media in your Business Intelligence Strategy, Critical Skills
Andrew Bernstein, President & CEO, Cymfony
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Tuesday, May 1, 2:30 PM-3:30 PM
Organizational Silence: What Employees May not be Speaking about and Why, Scholarly Research and Innovation
Frances Milliken, Professor of Management, New York University, Stern School of Business
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Tuesday, May 1, 2:30 PM-3:30 PM
Technology Mapping for Strategic Decision Making, CI Offense
Manjula Nadarajah, Technology Strategy Advisor, Shell International Exploration and Production
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Tuesday, May 1, 2:30 PM-3:30 PM
Trade Secrets--A Legal Update, Professional Effectiveness
Kurt Kappes, Partner, Seyfarth Shaw LLP
Co-Presenter: Michael Wexler, Partner, Seyfarth Shaw LLP
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Tuesday, May 1, 4:00 PM-5:00 PM
Competitive Intelligence Entrepreneurship: Do Unto Yourself As You Would Do Unto Others, Professional Effectiveness
Colleen Payne, Managing Member, C.H. Payne & Associates, LLC
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Tuesday, May 1, 4:00 PM-5:00 PM
Cooperative Intelligence: Beyond Networking Develop Your CI Leadership and Communication Skills and Assess Your Network Effectivness, Critical Skills
Ellen Naylor, President, Business Intelligence Source, Inc.
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Tuesday, May 1, 4:00 PM-5:00 PM
Cost Structure Analysis: Identifying What Really Matters and Using It to Make a Difference, CI Defense
Robert Amann, Vice President, Guideline
Co-Presenter: Brian Methvin, Managing Director, Guideline
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Tuesday, May 1, 4:00 PM-5:00 PM
Employ Your CI Skills in the Recruiting/Talent Acquisition Function, Professional Effectiveness
Paul Houston, President, Rivalscape/Intelligence Talent
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Tuesday, May 1, 4:00 PM-5:00 PM
Game Theory - a tool to anticipate competitor actions and reactions!, CI Defense
Arthur Weiss, Managing Partner, AWARE
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Tuesday, May 1, 4:00 PM-5:00 PM
Patent Analysis + Market Intelligence = Competitive Omniscience, CI Offense
Abdul Mohammed, Senior Research Analyst, Dolcera LLC
Co-Presenter: Samir Raiyani, Director, Dolcera LLC
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Wednesday, May 2, 09:45 AM-10:45 AM
CI: Fast, Cheap & Ethical, Critical Skills
Rob Duncan, Technology Commercialization Manager and Marketing Intelligence Instructor, British Columbia Institute of Technology
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Wednesday, May 2, 09:45 AM-10:45 AM
Decision Making Under Uncertainty, CI Defense
KaSandra Husar, Manager, Market Intelligence, Intel Corporation
Co-Presenter: Rom Gayoso, Economist, Intel Corporation
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Wednesday, May 2, 09:45 AM-10:45 AM
Lessons Learned from World Class CI Programs That You Can Use, Critical Skills
Jan Herring, President, Herring & Associates LLC
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Wednesday, May 2, 09:45 AM-10:45 AM
Social Network Analysis for CI Insight, Scholarly Research and Innovation
August Jackson, Senior Analyst, Evidence Based Research,. Inc.
Co-Presenter: V. Jim Richardson, Evidence Based Research, Inc., Senior Technical Specialist
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Wednesday, May 2, 09:45 AM-10:45 AM
The 5 Most Effective Behaviors of CI Managers - and the 5 Most Destructive, Professional Effectiveness
John McGonagle, Managing Partner, The Helicon Group
Co-Presenter: Ben Gilad, Ph.D., President, Academy of Competitive Intelligence
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Wednesday, May 2, 09:45 AM-10:45 AM
The Competitive Intelligence, Business Intelligence, Decision Support “Customer Bill of Rights”- An Innovative Framework for Crystalizing Clients' Understanding of Their Rights, Responsilities and Expectations from a World-Class Intelligence Collaborator, Professional Effectiveness
Gary Maag, CEO & Chairman, Proactive Worldwide, Inc.
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Wednesday, May 2, 09:45 AM-10:45 AM
Using Competitive Intelligence to Predict Industry Consolidation: A Case Study, CI Defense
Amy Schroyer, Senior Vice President, KeyBank
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Wednesday, May 2, 11:00 AM-12:00 PM
Competitive Intelligence in the Real World--the Difference Between Theory and Practice, Cancelled
Peter Pfaffinger, Director Business Management, Siemens AG
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Wednesday, May 2, 11:00 AM-12:00 PM
How Philosophy Can Improve Your CI Program, Scholarly Research and Innovation
Alfredo Passos, Managing Director, Knowledge Management Company
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Wednesday, May 2, 11:00 AM-12:00 PM
Managing the CI Function: Case Studies and Best Practices, Professional Effectiveness
Dale Fehringer, Writer,
Co-Presenter: Steven Storms, Project Director of Competitive Intelligence, Weyerhaeuser Co.
Co-Presenter: Martha Gleason, Director, Market Intelligence, Blue Cross Blue Shield
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Wednesday, May 2, 11:00 AM-12:00 PM
New Learning Tools for Performing Collection and Analysis, Critical Skills
Howard Berg, World's Fastest Reader (Guinness, 1990), Berg, Beasley LLC
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Wednesday, May 2, 11:00 AM-12:00 PM
Using Buying Model by CI to Increase Business Results, CI Offense
Avner Barnea, CI Consultant,
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Wednesday, May 2, 11:00 AM-12:00 PM
What Does a University Have in Common With Trucking?, Professional Effectiveness
Wayne Schneider, Senior Institutional Research Officer, Kent State University
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Wednesday, May 2, 1:00 PM-2:00 PM
Critical Paths in Your CI Professional Development: A Panel Discussion, Professional Effectiveness
Jennifer Swanson, Director, Manufacturing & Technology Practice, Fuld & Co., Inc,
Co-Presenter: Seena Sharp, Principal, Sharp Market Intelligence
Co-Presenter: Suki Fuller, Research Analyst, The Dunn Group
Co-Presenter: Annemarie Lang, Director of Competitive Intelligence, Reuters UK
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Wednesday, May 2, 1:00 PM-2:00 PM
Finding Hidden Intelligence in SEC Filings, CI Defense
Barbara Fullerton, Manager of Librarian Relations, 10-K Wizard
Co-Presenter: Catherine Whitney, Research Librarian, Thompson & Knight
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Wednesday, May 2, 1:00 PM-2:00 PM
Getting Noticed: Reaching Your Toughest Intelligence Target - Your Own Executives, Critical Skills
Bill Fiora, Partner, Outward Insights
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Wednesday, May 2, 1:00 PM-2:00 PM
Lessons Learned from Starting Up and Running Two Market and Competitive Intelligence Groups, Professional Effectiveness
Brian Bonazzoli, Vice President Competitive and Market Intelligence, Computer Associates
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Wednesday, May 2, 1:00 PM-2:00 PM
Which One Wins, Your Business Model or Theirs?, CI Defense
Marty Palka, Chief Intelligence Analyst, Cisco
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Wednesday, May 2, 1:00 PM-2:00 PM
Winning Over Non-Consumers: CI for Emerging Markets, CI Offense
Siddhartha Roy, Economic Advisor, Tata Services Limited
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Wednesday, May 2, 2:15 PM-3:15 PM
Competitive Intelligence in the Internet Age -- New Ethical and Legal Considerations, CI Defense
Douglas Curtis, Partner, WilmerHale
Co-Presenter: Janet Carter, Associate, WilmerHale
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Wednesday, May 2, 2:15 PM-3:15 PM
Developing Rapid Technology Assessments, CI Offense
Barry Brager, Managing Partner, Perception Partners
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Wednesday, May 2, 2:15 PM-3:15 PM
Finding the Information You Need – A Framework for Planning and Executing CI Research, Scholarly Research and Innovation
Brian Holley, Senior Competitive Intelligence Analyst, Ernst & Young, LLP
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Wednesday, May 2, 2:15 PM-3:15 PM
Intelligence Preparation of the Battlefield (IPB): Time-tested Early Warning Processes Applied to Business, Critical Skills
Laurance Fauconnet, Manager Competitive Intelligence, BellSouth Advertising & Publishing
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Wednesday, May 2, 2:15 PM-3:15 PM
Maximimizing CI Success: Cutting Through the Fog, Critical Skills
Kirk Tyson, Consultant, Perpetual Strategist
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Wednesday, May 2, 2:15 PM-3:15 PM
What Employers Want: An Analysis of CI Position Requirements, Professional Effectiveness
Bonnie Hohhof, Editor of Competitive Intelligence Magazine, The Society of Competitive Intelligence Professionals
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Wednesday, May 2, 3:30 PM-4:30 PM
A Year in the Life of a Global CI Consultant: Job Shadowing 365 Days in 1 Hour, Professional Effectiveness
Victor Knip, Senior Consultant, Novintel Inc. and Global Intelligence Alliance
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Wednesday, May 2, 3:30 PM-4:30 PM
Before and After CI - Research Analysts Succeed in a Variety of Settings, Professional Effectiveness
Kim Burkhardt, Market Analyst, Burkhardt Research Services
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Wednesday, May 2, 3:30 PM-4:30 PM
CI on a Shoestring: Low-Cost Techniques to Identify Opportunities, Manage Risks and Win Business, Critical Skills
Fred Wergeles, President, Fred Wergeles & Associates LLC
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Wednesday, May 2, 3:30 PM-4:30 PM
Competitive Intelligence and Knowledge Management Technological Tools: Convergence, Divergence or Emergence?, Scholarly Research and Innovation
France Bouthillier, Director and Associate Professor, Mcgill University
Co-Presenter: Kimiz Dalkir, Assistant Professor, McGill University
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Wednesday, May 2, 3:30 PM-4:30 PM
Competitive Intelligence for Quantifying Investment in Niche Markets, CI Offense
Nicole Hamilton Bernheimer, Founder, Amoebic, Inc.
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Wednesday, May 2, 3:30 PM-4:30 PM
Drug Portfolio Assessments: Role of Secondary Information, Critical Skills
Barbara Gilmore-Halliwell, Senior Business Information Specialist,
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Wednesday, May 2, 3:30 PM-4:30 PM
Intelligence Howlers and How to Avoid Them, Critical Skills
John Pearson, Founder & CEO, Competitive Intelligence & Consulting
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