Lori Mayer

sourced_title: Principal (Partner), Delivery Excellence

headline: Principal (Partner) at PwC | Enterprise Operations & Transformation Executive | Workforce Development, Leadership & Organizational Growth

about:
I am an enterprise strategy and operations executive with more than 30 years of experience helping organizations navigate growth, transformation, and change at scale.

As a Principal (Partner) at PwC, I support the firm's U.S. Advisory business in defining and executing multi-year growth and operating strategies. My work spans enterprise planning, operational transformation, workforce strategy, AI-enabled productivity, delivery excellence, and organizational effectiveness. I also lead People & Inclusion initiatives for a 900-person organization and previously served as the operational leader of a $65M enterprise delivery excellence program.

Prior to PwC, I spent more than 25 years at Accenture, where I held senior leadership roles across technology, operations, sales, and delivery, including responsibility for a $200M business portfolio and global teams.

The most meaningful work of my career has centered on developing people and expanding access to opportunity. I founded and helped scale Accenture's apprenticeship program into a national workforce development model supporting nearly 1,000 apprentices across the United States. Education, workforce development, and leadership growth have been recurring themes throughout my career, reflecting a longstanding passion for helping people discover and develop their potential.

Today, I continue that commitment through board service with ReadWorks and through leadership development and coaching, helping individuals and organizations realize their potential and create lasting impact.

position: Principal (Partner), Enterprise Strategy

description:
Enterprise strategy and operations leader responsible for shaping and executing the multi-year growth and operating strategy for PwC's U.S. Advisory business. Partner with senior leaders to align enterprise planning, workforce strategy, organizational effectiveness, and operational performance while fostering an inclusive, high-performing culture where people and business results thrive together.

• Lead enterprise planning and execution across 150+ business units, aligning growth priorities, wo

position: Member

company: Chief

position: Managing Director

company: Accenture

description:
Senior business and operations executive with more than 25 years of leadership experience spanning organizational leadership, workforce development, sales, delivery, and business management. Led large-scale organizations through growth, transformation, talent development, and operational excellence while helping clients navigate complex business and technology change.

• Led a $200M business portfolio with accountability for growth, profitability, workforce strategy, delivery quality, and client

position: Second Grade Teacher

company: Way Elementary School

description:
Designed and delivered engaging, student-centered learning experiences that supported academic growth, confidence, and belonging for a diverse group of learners. Created inclusive classroom environments that fostered curiosity, collaboration, critical thinking, and a lifelong love of learning.

• Developed differentiated learning experiences to meet the needs of students with varied learning styles, abilities, and English Language Learning (ELL) needs.
• Leveraged inquiry-based and experiential

position: Various Roles

content:
Every once in a while, you come across an idea that doesn’t just resonate in the moment — it lingers in those quiet moments throughout the day.

This post from Deepa Purushothaman has stayed with me all week because it surfaced a question I think many leaders are quietly wrestling with right now.

It also brought me back to a point Brené Brown made in a New York Times interview, where she spoke ab

content: Wishing everyone a happy 4th of July and celebrating 250 years of freedom! A heartfelt thank you to all the brave individuals who have fought for the liberties we cherish today. We are forever grateful for your sacrifices. ❤🤍💙🇺🇸

content: Such an inspiring morning hearing from state and local leaders.  One thing is clear:  the best investment is the one we make in others.

content: What an invigorating evening with these Michigan Engineers!  Looking forward to seeing all of you in the field.  And thank you to the energetic Debra Levantrosser - you have so much incredible experience to share with your students.  💙 💛

content: As we welcome the Lunar New Year, I wish all my colleagues a happy and prosperous Year of the Horse. The Horse symbolizes strength, resilience, and forward momentum—qualities that reflect our team's drive as we step into 2026. I look forward to new opportunities and achieving great things together in the coming year. #LunarNewYear #YearOfTheHorse #Teamwork

band_reasons: disqualified; owns_internal_but_killed

evidence_experience: "My work spans enterprise planning, operational transformation, workforce strategy, AI-enabled productivity, delivery excellence, and organizational effectiveness. I also lead People & Inclusion initiatives for a 900-person organization" - internal but the substance is workforce/operations/inclusion, not knowledge-base/IP-reuse/AI-on-knowledge ownership.


Romain Pradelle

sourced_title: Chief Information Security Officer

headline: VP | CISO @ Roland Berger // Professional Pilot ATPL (frozen) CPL-IR MEP MCC

about:
Passionate and seasoned Chief Information Security officer with an expertise covering the entire scope: from physical security to security engineering, network & infrastructure and Governance, developing products but also commercial pilot.

- Building scalable Information Security Management System (ISMS)
- Familiarity with security frameworks such as ISO 27001, NIST, and GDPR and other industry standards
- Threat intelligence, risk management, and compliance
- Budgeting
- Strong business acumen, focus on enabling the business

position: Chief Information Security Officer

company: Roland Berger

end: Present

company: FTI GROUP

description:
- Responsible for creating a cyber security organisation and a cyber security program for the entire group (~110 legal entities, around 12000 employees)
- Conceptualization and roll out of an ISMS (Information Security Management System)
- Staffing teams and running security teams and programs globally
- Responsible for the entire scope of security including but not limited to security software engineering, physical security, Infrastructure, Governance
- Advising the managing and supervisory boa

position: Director, Product Security

company: TeamViewer

position: Program Manager Security

description:
- Acting Product Owner, Security
- Incident response
- Crisis communication
- Driving strategic initiative to improve the security posture
- Anti fraud, Anti abuse (platform & product), Anti piracy
- GDPR lead
- Previous duties as Product Owner

position: Product Owner Security - Certified PSPO

description:
Endorsing the role of Product Owner within the Scrum/Kanban framework
• Driving implementation of both front-end and back-end components
• Representing TeamViewer at cyber-crime conferences, international anti-fraud round tables (public private partnerships) building up trust relation
• Incident response management, CVE handling
• Driving the engineering security team to deliver product increment and platform maintenance
• Driving anti-piracy (OSINT, reverse engineering, patches engineering

position: Support engineer -  Security Representative

position: Sales Representative

position: Bing Search Advertising Specialist

company: Arvato Bertelsmann

disposition: STRONG

primary_strip: B

internal_vs_external: internal

band: clear

evidence_experience: "Responsible for creating a cyber security organisation and a cyber security program for the entire group (~110 legal entities, around 12000 employees)" and "Building scalable Information Security Management System (ISMS)" - clear ownership of internal information security/governance function across the org, advising board on internal security strategy.

resolved_account_name: Roland Berger

in_612: yes

in_575: no

suppressed: yes


Aslam Canchi Mohamed

sourced_title: Chief Operating Officer, Americas

headline: Chief Operating Officer | Revenue Growth, Profit Turnarounds, AI-Powered Operational Transformation & Global Execution | Scaled $16B+ Businesses

about:
𝐂𝐡𝐢𝐞𝐟 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐎𝐟𝐟𝐢𝐜𝐞𝐫 | $16𝐁 𝐏&𝐋 | 𝐀𝐈-𝐏𝐨𝐰𝐞𝐫𝐞𝐝 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬 | 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐋𝐞𝐚𝐝𝐞𝐫𝐬𝐡𝐢𝐩 | 𝐆𝐥𝐨𝐛𝐚𝐥 𝐓𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐲 𝐌𝐚𝐫𝐤𝐞𝐭𝐬

I have built my career doing one thing exceptionally well: making large, complex organizations perform predictably, profitably, and at scale.

Over 20 years at Cognizant, progressing from Account Manager to Chief Operating Officer, I have led operations across a $16B Americas business, a $6B Healthcare & Life Sciences portfolio, and a $2.7B acquisition integration. As a member of the Executive Leadership Team, I work closely with the Americas President to align operations with strategy, guide major deal decisions, and drive committed financial performance. Every step has sharpened one core belief : 𝐭𝐡𝐞 𝐛𝐞𝐬𝐭 𝐨𝐩𝐞𝐫𝐚𝐭𝐨𝐫𝐬 𝐝𝐨𝐧'𝐭 𝐣𝐮𝐬𝐭 𝐬𝐨𝐥𝐯𝐞 𝐩𝐫𝐨𝐛𝐥𝐞𝐦𝐬, 𝐭𝐡𝐞𝐲 𝐛𝐮𝐢𝐥𝐝 𝐬𝐲𝐬𝐭𝐞𝐦𝐬 𝐭𝐡𝐚𝐭 𝐩𝐫𝐞𝐯𝐞𝐧𝐭 𝐭𝐡𝐞𝐦.

𝐖𝐡𝐚𝐭 𝐈 𝐁𝐫𝐢𝐧𝐠 𝐭𝐨 𝐭𝐡𝐞 𝐓𝐚𝐛𝐥𝐞

Today, that means combining disciplined financial leadership with AI-powered operational intelligence. I pioneered an AI-assisted forecasting engine that delivered 99.5% revenue and cost forecast accuracy across 8 consecutive quarters, delivering consistently, that's what disciplined operational leadership looks like.

𝐓𝐡𝐞 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐑𝐞𝐬𝐮𝐥𝐭𝐬 𝐒𝐩𝐞𝐚𝐤 𝐟𝐨𝐫 𝐓𝐡𝐞𝐦𝐬𝐞𝐥𝐯𝐞𝐬

🔹 $200𝐌+ in cost savings delivered within 12 months through structural margin transformation
🔹 99.5% forecast accuracy across revenue and cost, sustained across 8 consecutive quarters
🔹 $16𝐁 Americas P&L stewardship with 150bps operating margin expansion
🔹 $2.7𝐁 M&A integration (TriZetto) delivered ahead of schedule.

𝐖𝐡𝐞𝐫𝐞 𝐈 𝐂𝐫𝐞𝐚𝐭𝐞 𝐭𝐡𝐞 𝐌𝐨𝐬𝐭 𝐈𝐦𝐩𝐚𝐜𝐭

↗ AI-powered operations and intelligent automation at enterprise scale.
↗ End-to-end P&L ownership, budgeting and forecasting.
↗ Revenue growth and structural profitability transformation.
↗ Healthcare & Life Sciences operational leadership acros

position: Chief Operating Officer, Americas

company: Cognizant

description:
I lead Cognizant’s $16B Americas business operations, focusing on growing revenue and improving margins while keeping forecasts accurate and reliable. As a Member of Executive Leadership Team, I work closely with the Americas President to align operations with strategy, guide major deals, and make sure budgets support the financial performance.

I like finding smarter and better ways to operate. I’ve helped deliver $200M+ in annualized cost savings, strengthened and grown our teams, and guided p

position: Chief Operating Officer, Health Sciences (Healthcare and Life Science)

description:
➝ COO for Cognizant’s largest vertical, overseeing $6B P&L across Healthcare and Life Sciences.
➝ Strengthened financial performance amid pricing pressure and rising costs through targeted revenue growth and cost optimization initiatives.
➝ Delivered 9% YoY growth, outperforming market expectations through disciplined planning and execution.
➝ Led annual operating plans, monthly operating reviews, and rolling forecasts; ensured predictability and financial control.
➝ Partnered on pricing, deal s

position: Head of Operations / Senior Client Partner – Healthcare West Region

position: Corporate Development (M&A - TriZetto Integration)

position: Client Partner

position: Account Manager

position: Program Manager

company: Wipro

content:
I spent the day at Cognizant's AI Forum 2026 in NYC alongside analysts and investors, and left with something rare at AI events lately: Clarity.

Listening to Ravi Kumar S and Surya Gummadi, the conversation felt refreshingly grounded with less hype, more about what it takes to create business value. What stands out is the shift from AI strategy to AI execution. The questions are getting more prac

content:
🎉 𝟐𝟎 𝐘𝐄𝐀𝐑𝐒 — 𝐖𝐇𝐀𝐓 𝐀 𝐉𝐎𝐔𝐑𝐍𝐄𝐘 🎉

Today marks 𝟐𝟎 𝐲𝐞𝐚𝐫𝐬 𝐚𝐭 𝐂𝐨𝐠𝐧𝐢𝐳𝐚𝐧𝐭 — a milestone that feels both humbling and deeply meaningful.

From joining early in my career to serving as 𝐂𝐡𝐢𝐞𝐟 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐎𝐟𝐟𝐢𝐜𝐞𝐫 and helping lead operations for a $𝟏𝟔𝐁 𝐀𝐦𝐞𝐫𝐢𝐜𝐚𝐬 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬, the journey has been shaped by constant learning, bold challenges, and extraordinary people.

A few lessons that have stayed with me:

• 𝐏𝐞𝐨𝐩𝐥𝐞

content: This is such a powerful and insightful perspective on the journey to becoming a COO. It goes beyond the typical career advancement narrative and highlights the profound identity shift that occurs. The transition from being the best problem-solver and the go-to person for tasks to becoming the architect of systems and processes is truly transformative. The emphasis on designing solutions, building

content:
Strong momentum. Clear strategy. Disciplined execution.

Cognizant’s FY2025 results reflect a year of focused transformation - North America delivered 7.4% YoY growth.

Strong revenue momentum, disciplined margin expansion, and accelerating large-deal wins show what happens when operational rigor meets clear strategic intent.

Proud to be part of a journey that is redefining how technology, talen

disposition: DISQUALIFIED

band_reasons: disqualified

evidence_experience: "I lead Cognizant's $16B Americas business operations, focusing on growing revenue and improving margins while keeping forecasts accurate and reliable" - this is general business operations/finance leadership, not internal knowledge/IP-reuse/AI-on-knowledge-base ownership

resolved_account_name: Cognizant Consulting France

in_575: yes

suppressed: no


Colin Nicholson

publicIdentifier: colinmnicholson

sourced_title: Director, Process Intelligence Practice Lead

headline: Process Intelligence Practice Lead @ Guidehouse

about:
Strategic advisor skilled in shaping and executing transformation strategies that operationalize technology to deliver measurable ROI.

I specialize in helping complex, highly regulated enterprises execute on strategic objectives through scalable, data-driven solutions, streamlining key processes, mitigating risk, and accelerating insight-led decision-making.

company: Guidehouse

company: Fenergo

description:
Fenergo is a leading provider of Client Lifecycle Management (CLM) and financial crime compliance technology for financial institutions and energy & commodity trading firms. Its cloud-native platform helps complex, highly regulated organizations streamline onboarding, automate KYC/AML processes, and manage regulatory obligations across jurisdictions.

Trusted by tier-one banks, asset managers, and commodity trading leaders, Fenergo enables faster time-to-revenue, proactive compliance, and reduce

company: Celonis

description:
The Celonis Process Intelligence platform takes the data from the systems you already use, and presents you with a living digital twin of your end-to-end processes. A common language for how your business is running, visibility into where value is hiding, and the ability to capture it.

Powered by its market-leading process mining core, Celonis helps companies manage every facet of execution management from analytics, to strategy and planning, management, actions and automations.

position: Strategic Account Executive - Earnd

company: Greensill Capital - in administration

description: Greensill Capital declared insolvent and entered administration March 2021

position: Global Enterprise Account Executive

company: Symbeo

description: Symbeo is a cloud technology company providing global invoice-to-pay solutions for large enterprise organizations. The Symbeo solution suite evolves accounts payable into a strategic intelligence hub that optimizes critical functions of the organization. With nearly 30 years in business and 20 years focused completely on accounts payable, Symbeo has become the gold standard in the global P2P ecosystem.

position: Manager, Enterprise Business Representatives - North America

company: Taulia Inc.

description: Taulia (acquired by SAP) is a leading fintech provider of working capital management solutions that help large enterprises optimize cash flow across their supply chains. Taulia delivers a suite of technology products that streamline invoice processing, enable dynamic discounting, and unlock early payment programs to improve supplier liquidity and strengthen trading relationships.

position: District Sales Executive

company: Expeditors International

description: Expeditors (NASDAQ:EXPD) is a global logistics company headquartered in Seattle, Washington. As a Fortune 500 company, we employ over 14,600 trained professionals in a worldwide network of over 250 locations across six continents. Expeditors satisfies the increasingly sophisticated needs of international trade through customized solutions and seamless, integrated information systems. Our services include air and ocean freight consolidation and forwarding, vendor consolidation, customs clearance,

position: Account Executive

company: The Receivables Exchange

description:
The Receivables Exchange was a capital market for privately held companies to gain quick access to working capital. The Exchange's proprietary online marketplace brought together a global network of accredited investors with thousands of growth oriented small and mid-sized business to achieve lower financing costs, greater flexibility, and improved access to capital.

The Receivables Exchange was backed by NYSE, Bain Capital, Redpoint Ventures, Prism Ventureworks and other private equity firms

internal_vs_external: external

role_nature: other

evidence_experience: "Director of Strategic Sales - Energy Industry Lead @ Fenergo" and "Strategic Account Executive - Energy & Utilities @ Celonis" - entire history is external sales of technology solutions, not internal knowledge/AI ownership at own firm

resolved_account_name: Navigant


Vincent Philippine

sourced_title: Partner Industrie/Services et Practice Lead ESG

headline: Partner Industry/Services & ESG Practice Lead at Equancy

position: Partner Industrie/Services & Practice Lead ESG

company: Equancy | Groupe EDG

description:
Partner at Equancy, in charge of the industry and services sector and ESG practice
lead.

We partner with large and mid-cap companies to accelerate value-driven transformations.

position: Senior Partner

company: Axionable

description:
Senior Partner @Axionable, the leading sustainability consultancy. B-Corp, GreenTech & AI-certified.

We help our clients accelerate their ESG, climate and biodiversity strategies through science and technology (especially data & (Gen)AI).

We propose a wide range of expert services from CSRD compliance, climate mitigation and adaptation strategies to biodiversity and resources preservation practices.

In charge of the Industrials Practice (energy/utilities, construction, infrastructure, mobilit

position: Consulting Manager / Director

company: 55 | fifty-five

position: Senior Manager

company: kalane consulting

description:
Strategy & go-to-market consulting with a focus on digital businesses.

Areas of expertise: digital marketing, programmatic advertising, data marketing & analytics, technology (DMP, DSP, SSP, Datalake...).

position: Senior Consultant

company: Kurt Salmon

description: Strategy & Marketing Consulting in Telecom, Media, Entertainment.

position: Consultant (internship)

company: Greenwich Consulting

content:
🎤Toujours un grand plaisir de prendre la parole avec Thomas Rollin et COLAS DIGITAL SOLUTIONS, en particulier sur un sujet aussi brûlant que l’IA agentique.

Pas de recette magique ou de boule de cristal, mais quelques convictions et de la méthode pour avancer avec rigueur et pragmatisme.

Et puis beaucoup d’échanges sans filtre avec des decideuses et décideurs de différents secteurs, ce qui fait

content: À dispo pour échanger sur cette méthodologie de comptabilisation de « CA durable » travaillée en collaboration avec nos investisseurs (Latour Capital Quentin Faulconnier Audrey Seignat et Montefiore Investment Anne-Aurélie Duval Olivier Nataf) et notre top équipe interne Equancy | Groupe EDG  / European Digital Group Marine Jousseaume Clémentine Mellier Gustave Carasi dans l’objectif d’avoir une a

evidence_experience: "We partner with large and mid-cap companies to accelerate value-driven transformations" / "We help our clients accelerate their ESG, climate and biodiversity strategies through science and technology"

resolved_account_name: Equancy | Groupe EDG


Mette Storm

sourced_title: Europe Central Chief Operating Officer

headline: Europe Central COO, Partner, EY

about:
We can always do better. That is my ambition.
I am a transformative and driven leader with the ambition to do things better. By development of people and teams. Enabled by innovation and tech. I thrive on EY’s high level of ambition and try to make a positive contribution every day. “Building a better working world” is not just something we say. I work and live to make a positive impact where I can. This is how I help building a #betterworkingworld

position: Europe Central Chief Operating Officer

company: EY

position: EMEIA CFO and Transformation Leader

position: Partner, Nordic COO

position: Nordic COO & Region Finance Leader

position: Director of Operations, Nordics

position: Member of the Board

company: EY Danmark

position: Process Consultant

company: KPMG Denmark

description:
Inhouse process and strategy consultant. Main focus on strategic projects, efficiency and optimization initiatives.
During 2014 heavily involved in the merger program with Work Stream Lead responsibilities for Finance, Property and IT Work Streams as well as involvement in Combination Management Office.

position: Head of Project & Board Support

company: HSH Nordbank

description:
Responsible for development of strategy for the realignment of the Bank in the Nordic Area as well as for implementation of the strategy; close-down of the Copenhagen Branch.
During the period close cooperation with other international locations on advice re. strategic approach for these locations.

content:
International Womens' Day gives us an occassion to take a pause to reflect. Reflect on where we are, how far we have come - and that focus and awareness on equality are still very much needed.
I have personally been blessed with many role models and heros surrounding and supporting me throughout my career. Let's make sure to pass on the role modelling and give the next generations more space. Let'

disposition: QUALIFIED

primary_strip: A

evidence_experience: Career progression through internal operations/COO/CFO/Transformation leadership roles at EY (Nordic COO & Region Finance Leader, EMEIA CFO and Transformation Leader, Director of Operations), all internal firm-operations roles rather than client-facing delivery; no explicit mention of owning knowledge/IP-reuse/AI-on-knowledge-base function specifically, so scored as generic senior internal ownership rather than a direct KM/AI remit.

resolved_account_name: EY ifb


Nicky Shane

publicIdentifier: nicoleshane

sourced_title: California Market Leader | Marketing Advisory Practice Lead (Associate Partner)

headline: North America Marketing Advisory Practice Leader at Sia Partners

about: As the pioneer of Consulting 4.0, Sia Partners develops consulting bots and integrates AI in our solutions. We use innovative technologies such as Sia branded Apps, social networks, web communities and digital tools to connect our 3000+ consultants across a global footprint.

company: Sia Partners

description:
North America Marketing Advisory Practice Lead: Directly responsible for a dynamic and high-performing team of 50+ marketing consultants spanning strategy and operations, product marketing, AI transformation, performance marketing, and analytics to deliver strategic initiatives, growth, and innovation across client portfolio.

California Market Leader: Lead strategy & client engagement for the California market, including multiple business units and practice areas serving clients across sever

position: Managing Director

position: Manager

position: Strategic Advisor - Marketing Strategy & AI

company: Cal Poly Orfalea College of Business

position: Global Talent Brand Specialist

company: LSI Corporation

description:
• Branding and messaging videos for global university program and internal global webcasts
• Global job boards annual brand and messaging refresh
• SEO career site jobs.lsi.com
• Assist with management of global vendor contracts and budget
• Part of cross-functional team to design, create, and implement content engagement strategy
• Assisted with employee and executive communications, managed all team communications, and internal and external presentations and materials
• Global annual refres

position: Human Resources

company: Cal Poly Corporation

description:
• Responsible for executive and employee communications
• Design and implement Training and Development programs
• Responsible for Worker's Compensation, Leave of Absences
• Prepare SDI and FMLA paperwork

content: Excited to attend the 2026 Milken Institute Global Conference next week, and looking forward to the meaningful conversations around AI transformation, innovation, and cross-sector collaboration. See you there!

content:
I'm honored to join the Advisory Circle with Friends of the Children-SF Bay Area, an incredible organization dedicated to breaking the cycle of generational poverty by empowering youth who face the greatest obstacles through relationships with professional mentors. One Friend. One Child. 12+ years, no matter what.

Please join us at our 2026 Annual SF Bay Area Gala at the California Academy of Sc

content: Incredibly exciting and high vis hire to help shape the next phase of enterprise AI transformation. Come join us!!!

content: Come join us for a great event on March 17th! DM me if you'd like to attend.

content: Welcome to the entire Kaiser Associates team!!!

evidence_experience: "Directly responsible for a dynamic and high-performing team of 50+ marketing consultants spanning strategy and operations, product marketing, AI transformation, performance marketing, and analytics to deliver strategic initiatives, growth, and innovation across client portfolio."

resolved_account_name: Sia


Matt Aslett

sourced_title: Director of Research, Data and Analytics

headline: Director of Research, covering the intersection of data, analytics and AI for ISG Research

about:
Data and analytics industry analyst focused on databases, data integration, data intelligence and AI.

Research director at ISG covering the AI, data and analytics market. Advise technology providers on product strategy, market positioning and competitive differentiation.

Expertise: Databases | Data Warehousing | Data Streaming | Data Integration | BI | AI | Data Intelligence

company: ISG (Information Services Group)

description: Matt leads the expertise for Analytics and Data covering technology that improves the utilization and value of data and analytics across business and IT. His focus areas of expertise and market coverage include analytic data platforms, data governance, data management, data operations, operational data platforms, and streaming data and events.

position: VP & Research Director

company: Ventana Research

description: VP & Research Director focused on the area of Digital Technology

position: Director

company: Aeterna Research

position: Research Director - 451 Research: Data, AI and Analytics

company: S&P Global Market Intelligence

description: Matt Aslett is a Research Director with responsibility for the Data, AI & Analytics Channel at 451 Research, a part of S&P Global Market Intelligence.

position: Research Vice President, Data, AI & Analytics

company: 451 Research - now part of S&P Global Market Intelligence

position: Research director, data platforms and analytics

position: Research manager, data management and analytics

position: Senior analyst, enterprise software

content:
New ISG (Information Services Group) Analyst Perspective: MariaDB on Track to Address Data Platform Requirements for Agentic AI

I recently wrote about the ecosystem of products and providers related to the MySQL database, noting the long history of friction in the MySQL community regarding the ownership and licensing of the open-source project. Perhaps the clearest illustration of that friction i

content:
New ISG (Information Services Group) Analyst Perspective: Moving Towards a Holistic Approach to Data Management and Operations

As enterprises embracing artificial intelligence move from initial pilots and trial projects through deployment and into production at scale, many are realizing the critical importance of reliable data management and agile, responsive data operations (DataOps) processes t

content:
New ISG (Information Services Group) Analyst Perspective: Databricks Unites Operational and Analytic Workloads on the Lakehouse

I recently wrote about the emerging category of data platform products that facilitate the deployment of Online Transaction Processing workloads on data lakehouse architecture. Databricks Lakebase is a prime example of this OLTP-on-lakehouse approach, which was added to

content:
New ISG (Information Services Group) Analyst Perspective: IBM Addresses Autonomous Database Administration for Db2

I have previously written about the emerging requirements for database management systems, including the use of artificial intelligence to automate and accelerate the execution of database administration tasks. These emerging requirements have provided an opportunity for new and esta

content:
Will you be in London from 9-10 September? Join us at the ISG AI Impact Summit – an event all about exploring new AI and technology opportunities, cost optimisation, and driving innovation with cutting-edge strategies.
To learn more about the event and secure your spot, click here: https://lnkd.in/eExksiep

* There are a limited number of complimentary tickets. Apply now to see if you qualify.

band: review

band_reasons: disqualified; company_concern

evidence_experience: "Advise technology providers on product strategy, market positioning and competitive differentiation." - this is external advisory/analyst work for the market, not internal firm knowledge management.

resolved_account_name: ISG: OCM, Learning & Leadership


Fergie (Fei) Chen

sourced_title: Director, Management Consulting (Consumer Markets & Digital Strategy)

headline: Director, Management Consulting (Marketing & Commerce) at PwC

about: Fergie Chen has 15+ years of retail and consumer industry experience working with companies in the United States, Europe and Asia. She has a focus on enhancing customer experience and engagement throughout customer journey.  She has consistently demonstrated the ability to lead and work with different teams to promote quality and innovation while facing ambiguity. Her strong analytical skills have also enabled her to think strategically in various business situations. Finally, she understands the importance of communicating with all stakeholders to achieve common goals for the clients.

company: PwC

description:
Strategic Digital Marketing & Commerce Transformation
• Stood up transformation office for Marketing, Commerce, Customer Service programs with across multiple vendors and lines of business
• Developed program charters, roadmaps, project plans with key cross-functional dependencies
• Led PMO operating model design, program communication, stakeholder management, executive reporting, and value realization efforts

Loyalty Strategy & Capabilities
• Developed loyalty program strategy for B2B and B2C

position: Senior Manager - Management Consulting (Marketing & Commerce)

description:
Digital Commerce Strategy & Design
• Designed digital commerce operating model with processes, and roles / skills required
• Led the strategy and design for digital marketing capabilities, loyalty concept, and eCommerce functionalities
• Performed interviews and gathered customer insights to build out persona, customer journey, and requirements

description:
Customer & Growth Strategy
• Facilitated leadership alignment on customer growth vision, strategy, goals, scope, and metrics
• Established customer persona and consumer journey based on customer data and research
• Aligned and prioritized initiatives with cross-functional teams for execution roadmap

Customer Engagement Strategy
• Developed digital centric customer engagement strategy and overall CRM strategy for market expansion
• Derived key customer insights from data analytics and customer s

position: Senior Associate - Management Consulting (Retail & Consumer)

description:
Consumer Insights
• Designed and analyzed surveys to review industry trends, consumer value, customer relationships, and competitor landscape to recommend valuation of the business units

Sales & Marketing Integration
• Stood up a new Regional structure for the Sales and Marketing organization; the execution of the integration project would drive $20M savings

Operating Model Design
• Led organizational design North America functions including marketing, sales, packaging, call centers, and suppl

position: Leadership Trainee - Trade Marketing Project Manager

company: Mars, Inc.

description:
Strategic Thinking
•	Led workshop with cross-functional team of 8 to determine consumer segmentation for Snickers® product. Studied consumer data, and identified potential growth areas, increasing distribution points by 200% for Snickers®.
•	Designed new KPI tool for sales performances in East China, which included market share index. Presented to sales managers, highlighting importance of market share for overall sales performance.

Leadership and Teamwork
•	Led trade marketing team of 3. Uti

content:
🔶 7 day countdown! 🔶

We are excited to present the SHRM (Society for Human Resource Management) success story at upcoming Adobe Summit!

Transformation starts with vision—but scales with execution.

At Adobe Summit, join SHRM, PwC, and Adobe to see how a connected, performance-driven experience strategy unified content, commerce, and data—accelerating engagement and enabling future-ready growth.

content:
We are excited to present the SHRM (Society for Human Resource Management) success story at upcoming Adobe Summit!

Transformation starts with vision—but scales with execution.

At Adobe Summit, join SHRM, PwC, and Adobe to see how a connected, performance-driven experience strategy unified content, commerce, and data—accelerating engagement and enabling future-ready growth. https://pwc.to/4txkiSF

content:
🚀 Proud to share our mission-led marketing & commerce transformation at SHRM!

I’m thrilled to highlight the work our team at PwC delivered with the Society for Human Resource Management (SHRM) — the world’s largest HR association — to modernize their member engagement and digital commerce ecosystem.

Together, we helped SHRM move from a fragmented, transactional experience to a personalized, con

content: It has been such a rewarding experience leading this transformation at SHRM and bringing their vision to life!

evidence_experience: "Stood up transformation office for Marketing, Commerce, Customer Service programs" and "Developed loyalty program strategy for B2B and B2C clients" - all client-facing engagement work, not internal firm knowledge/AI ownership.

resolved_account_name: PwC Experience Center


Ashlee Davidhizar

sourced_title: Partner; Head of AI Transformation & Center of Excellence

email_status: verified

headline: Growth & Transformation Strategy | Partner, Prophet | Head of AI Transformation & Center of Excellence

about:
My purpose: To help people, organizations, and society realize their potential. I love envisioning who and what could be, and bring a relentless energy and a human-centered approach to take on the ‘hard things’ to get there.

Deep experience partnering with C-suite executives and boards of major brands and NGOs to drive results on range of strategy and transformation issues. Diverse industry experience, with a particular focus in retail, consumer goods, travel & hospitality, and financial services.

Growth strategy: Demand landscape, segmentation, targeting, M&A

Brand strategy & activation: Brand purpose, positioning, value propositions, brand architecture, brand expression, internal/external brand launch

Culture & employee engagement: Enterprise purpose/values, culture transformation, employee experience, employee value proposition, employer brand

Customer experience: Experience strategy, service/offering design, digital product

Strategy & operations: Strategic planning, business leadership, change management, talent strategy, leadership communications

AI Transformation & Leadership: Strategy, commercialization, capability-building, infrastructure, thought leadership

company: Prophet

position: Associate Partner; Chief of Staff, North America

description: Chief of Staff to the President. Member of North American Leadership Team, helping to transform the business and lead operations and strategic projects for the largest domain at Prophet. Responsible for strategic planning, change management and communications, leadership development, corporate development/external partnerships, venture portfolio management, and strategic talent opportunities.

position: Associate Partner

position: Senior Manager

position: Engagement Manager

position: Senior Associate

position: Guest Lecturer, New Product, Service, & Experience Design and Launch

company: Northwestern University - Kellogg School of Management

position: MBA, Management & Strategy, Marketing & Analytical Consulting

company: Kellogg School of Management

content:
We've been doing the hard work at Prophet over the past two years to understand how to drive growth and return from AI, and we've learned three things make the difference:

Impact first, tools second -- Start with the growth outcome, then identify where AI creates value, deploying the right models while avoiding unnecessary cost and AI for AI's sake.

Human expertise, augmented intelligence -- Dri

content:
My AI Center of Excellence team at Prophet is hiring. This is one of the most exciting PM roles in consulting right now, and the opportunity to work with two of the most amazing business and product leaders in Abram Sirignano and Chan Suh.

We're looking for a Product Manager to join the AI Foundry Team at Prophet — the group building MAIA, our agentic AI platform purpose-built for growth strateg

content:
Smart analysis of the value of AI-augmented research, from my colleague Falkmar Konstantin Finke.

In the past year, we've learned a lot about what's effective in this space, why its effective, how to implement across growth strategy, brand, innovation, and marketing workflows, and which tooling is best of breed. Happy to share more.

Thanks for capturing this so well, Falkmar!

content:
A few weeks ago I needed new moisturizing products for my face (Chicago... ugh). Old me would have polled my group chat. Instead I opened Claude.

I told it to analyze what my skin actually needed, figure out whether I should buy from Ulta or Sephora (I was only making one stop on a busy Saturday), what kinds of outcomes I could expect, and simulate what I'd need as the seasons change. If Claude w

internal_vs_external: mixed

evidence_experience: "AI Transformation & Leadership: Strategy, commercialization, capability-building, infrastructure, thought leadership" and post: "My AI Center of Excellence team at Prophet is hiring... the group building MAIA, our agentic AI platform purpose-built for growth strategy consulting."

resolved_account_name: Prophet


Darren Hunter

sourced_title: Global Growth Markets Head of Digital Workplace Delivery  and Advisory Services

headline: Senior Director - Global Head of DWP Advisory, Delivery and Professional Services

about: Darren is a seasoned global IT leader with over 30 years of experience specializing in business outcome and benefits driven advisory, delivery and professional services leadership. His career spans leadership roles in major SI companies, focusing on client satisfaction, technology strategy, and practice growth. A global delivery practice head that has P&L and delivery responsibility right through the consulting, sales, solutions and delivery lifecycle across all sectors with a deep knowledge of Digital Workplace and End User Experience.

company: Cognizant

description: Responsible for Digital Workplace Advisory, Delivery and Professional Services for Global Growth Markets (GGM). Management of teams throughout multiple regions, delivery of DWP projects, RFP and Solutioning, CIO and COO Connects through outcome based advisory methodology.

position: Senior Director - Global Head of DWP Professional Services

position: Global Growth Markets - Senior Director Head of Digital Workplace and Service Management

description: Part of the Global Leadership Team for Cognizant Digital Workplace and Enterprise Service Management, Leading Global Growth Markets.

position: UK and Ireland Head of Professional Services

description: Following 2 very successful years building and leading the End User Practice for UK and Central Europe, Darren has been promoted into the role of Head of Professional Services for UK and Ireland. A role that spans all of the Business Units across Banking, Insurance, Retail, Utilities, Manufacturing and Logistics and Hospitality.

position: Director - UK Head of Technology Consulting

position: Director - UK and European Head of End User Computing

description: From the ground up, Grow and Lead the UK and European End User Computing Practice. Following 9 months leading we have had the honour of being awarded the EUC Strategy and Delivery contract for Heathrow Airport - a marque win.

position: Director - UK and Europe Head of Digital End User Services

company: Cognzant Worldwide

description: Head of the Digital End User Workplace Services Practice for UK and Europe.

position: Director - UK and Europe Head of Digital End User Workplace Services

company: Cognizant Worldwide

content:
Healthy body - healthy mind.
Lovely running with my amazing wife and both setting PB’s on the weekly Park Run this morning.


Erin Barringer

sourced_title: Partner, Health Practice Lead

headline: Partner & Health Practice Lead, Dalberg | Former Regional Director, Dalberg Americas | Driving health & gender equity | Harvard MBA

about: Entrepreneurial and visionary leader with a passion for accelerating equitable access to health and economic opportunity around the world. I love building and scaling organizations, leading high performing teams, driving consensus in challenging moments, and solving the thorniest problems across health, philanthropy and social impact. At Dalberg, I am fortunate to advise senior executives and boards to design and launch new social impact focused investments, programs, multi-stakeholder partnerships, and more. I also led Dalberg Americas for 5 years, driving significant business growth and deepening our impact.

position: Partner, Health Practice Lead

company: Dalberg

description: Lead Dalberg's Health Practice, focused both on global public health and US health equity. Advise social impact leaders across public, private and social sectors. Support leaders and organizations with their strategy, design and growth as well as change management.

position: Americas Regional Director

description: Led the Americas region (100+ staff) across the United States, Mexico and Colombia. Set vision and strategy, guided operations team, and managed P&L for the business. Drove 2x revenue growth, margin growth and business expansion over 5 years.

position: Senior Project Manager

position: Director

company: Safe Surgery 2020

description: Developed and scaled innovative multi-stakeholder partnership focused on improving access to safe surgery in Sub-Saharan Africa and Southeast Asia.

position: Director, Endeavor Insight

company: Endeavor

description: Conducted research and impact assessments across 12 emerging markets to elevate how high-impact entrepreneurs drive economic growth.

position: Summer Portfolio Associate

company: Acumen Fund

description: Evaluated healthcare investments for early-stage fund.

position: Senior Consultant

company: Dalberg Global Development Advisors

evidence_experience: "Advise social impact leaders across public, private and social sectors. Support leaders and organizations with their strategy, design and growth as well as change management." and "Led the Americas region (100+ staff)... managed P&L for the business."

resolved_account_name: Dalberg


Paloma Haschke-Joseph

headline: Global Strategy | Thought Leadership | Program Management | Strategic Intelligence | PhD in Political Science

about: Strategic advisor and project leader with expertise in geopolitical risk, geoeconomics trends, global policy, and strategic foresight. Skilled at designing and executing complex cross-functional research projects and initiatives, aligning global stakeholders, and translating macro insights into actionable frameworks that support operational execution, risk mitigation, and regulatory alignment. Experienced in advising senior leadership and leading high-impact programs that advance organizational priorities across global markets.

position: Director of Research and Thought Leadership, Middle East & Africa

company: Accenture

description:
Lead Accenture Research’s MEA agenda, shaping thought leadership on the region’s economic, technological, and competitive transformation.

Develop research that connects macro trends across Data & AI, digital core transformation, talent, operating models, regulation, and geopolitical change to the strategic questions shaping business reinvention in MEA.

Partner with senior business leaders to define the research agenda, lead evidence-based analysis, and produce thought leadership that informs s

position: Director of THINK

company: FII Institute

description:
Led strategic foresight and macro research initiatives across AI, healthcare, sustainability, and emerging markets, producing insights directly informing institutional investment strategies.

Developed and implemented execution frameworks aligning sectoral, macroeconomic, and geopolitical trends with operational risk mitigation and capital allocation strategies.

Directed complex cross-functional projects from concept to execution, ensuring project governance, stakeholder alignment, and timely d

position: Project Management Specialist

company: United Nations Office of Counter-Terrorism (UNOCT)

description:
Designed and executed strategic communication campaigns to counter violent extremism and misinformation, ensuring alignment with global risk mitigation frameworks.

Led multi-stakeholder project teams engaging civil society, government agencies, and international organizations to drive policy impact and operationalize strategic initiatives.

Developed region-specific project plans to tailor communication strategies to geopolitical and cultural contexts, ensuring successful implementation across

position: Global Engagement Project Manager

company: Misk Foundation

description:
Designed and executed strategic programs for global investment and policy forums, managing project timelines, stakeholder coordination, and regulatory compliance considerations.

Translated emerging macro and sectoral risks into strategic action plans for executive leadership, ensuring proactive risk management and positioning.

Built cross-functional partnership frameworks to extend institutional reach across public, private, and international sectors.

position: Lead Project Manager

company: United Nations Global Compact

description:
Spearheaded strategic partnerships and stakeholder governance projects with UN entities, Fortune 500 companies, and global institutions to advance responsible business practices.

Directed the planning and execution of global summits, high-level meetings, and international stakeholder forums, ensuring operational excellence and risk management across all phases.

Managed multi-stakeholder engagement initiatives, translating strategic objectives into concrete execution frameworks aligned with UNG

position: Full-time parenting

company: Career Break

company: United Nations

description:
Directed multi-year global initiatives in collaboration with governments, think tanks, and international NGOs, overseeing project planning, stakeholder coordination, and regulatory compliance.

Managed cross-cultural program portfolios promoting dialogue, sustainable partnerships, and measurable impact outcomes across diverse stakeholder groups.

Led expert teams in designing policy frameworks and impact assessments to guide international decision-making on intercultural strategy and sustainable

position: Researcher and policy analyst

company: Sciences Po

description:
Conducted advanced research on the intersection of technology, governance, and global security, analyzing their implications for international policy and risk management frameworks.

Evaluated the influence of digital platforms on public opinion formation and political decision-making processes in emerging markets and developed economies.

Presented research findings at international conferences, contributing to global discussions on emerging technological and policy challenges impacting governa

content:
After years of traveling back and forth between New York and Saudi Arabia, I have finally moved to Riyadh as Director of Research and Thought Leadership for the Middle East at Accenture.

Francis Hintermann, Omar Boulos and Andrew Phong Vo, thank you for entrusting me with this role. Leading with intelligence and empathy is challenging in today’s world, yet you do it with remarkable consistency.

evidence_experience: "Develop research that connects macro trends... to the strategic questions shaping business reinvention in MEA. Partner with senior business leaders to define the research agenda... produce thought leadership that informs strategic priorities across the region."

resolved_account_name: umlaut company


Patrick Taylor

sourced_title: Head of Research (Education, Home Affairs, Social Cohesion and Defence)

headline: Director of Education at BIT

company: BIT

description: Director of the Education team.

position: Head of Education and Youth Evaluations

description: Leading teams of designers, evaluators and behavioural scientists to develop, improve and test programmes and policies for children and young people. Working in early years, primary, secondary, post-16 and higher education, as well as youth employment, youth justice and youth participation. We do evidence-based design, pilot evaluations, impact evaluations (RCTs and QEDs), scaling evaluations, capability building and more!

position: Research Fellow

description: Working on the design and implementation of mixed-methods research and evaluation projects. Specialising in the design and development of complex interventions; combining my experience in delivery and facilitation with research methods such as theory of change, pilot evaluation, implementation and process evaluation, and randomised controlled trials (RCTs).

position: Data and Quality Steering Group Member

company: Step Up To Serve

description: Advising the campaign on their strategy with a focus on the evidence-base for and quality assurance of youth social action. Supporting the design of quantitative surveys on attitudes and behaviours relating to social action. Supporting the design of a website to communicate the evidence-base of youth social action to policy-makers.

position: Research Associate

company: Generation Change

description: Supporting youth social action organisations to improve their use of evidence by helping them through Generation Change’s ‘Impact Accelerator’ process. Identifying key areas for improvement in organisations’ use of evidence. Developing improved frameworks and tools, such as logic models and outcome measurement surveys.

position: Director of Programmes and Impact

company: Youth United Foundation

description: Leading the Foundation and Network’s operations. Leading all collective research and evaluation projects, including the first RCT on uniformed youth work in the UK. Leading all grant programmes (totalling over £10m). Reporting to the CEO, the Board of Trustees and the Network Board (made up of 11 CEOs). Line managing the delivery team (4 staff).

position: Programme Manager - Innovation Lab

company: Nesta

description: Leading Nesta’s work on social action innovations that support young people to succeed. Supporting 7 social enterprises to design, commission and manage a range of quantitative and qualitative evaluations, including an RCT and a quasi-experiment. Managing over £2m of grants and non-financial support for a cohort of 7 social enterprises. Coaching and mentoring senior staff (inc. CEOs) on evaluation, organisational strategy, business planning, programme development and volunteer engagement strateg

position: Head of Programmes and Delivery

company: Envision

description: Leading delivery, monitoring and evaluation for the organisation, including the first RCT on youth social action in the UK, in partnership with the Behavioural Insights Team and the Cabinet Office. Responsible for all programme KPIs across 4 cities, 11 programmes, 40 donor contracts with a total value of c£1 million, 120 schools, 400 adult volunteers, reaching over 2000 young people per year. Line managing 4 Regional Managers, and leading team of c.30 youth workers and leading all training progr

content: Amazing fellowship for people looking for practical experience in the application of behavioural science! In Canada!

content: Delighted that our team is working with Leo and supporting the development of NOMO.

content: Excellent work from the BIT UK Education team on reducing social media use among young people.

content: Great to be working on this with Kim and the team.

content: Amazing work!

evidence_experience: "Leading teams of designers, evaluators and behavioural scientists to develop, improve and test programmes and policies for children and young people" - this is client/policy-facing research delivery, not internal knowledge/IP-reuse ownership.

resolved_account_name: BIT


Monica Engelhardt, CPA, CISA

sourced_title: CFO and Head of Operations

headline: CFO and Head of Operations at Clearsulting

position: CFO and Head of Operations

company: Clearsulting

description: Clearsulting is a consultancy whose mission is to help finance become a better partner to the business. With our innovative thinking, we're able to develop sustainable solutions that allow teams to drive results and work better, together. We operate across North America and Europe, and specialize in enterprise performance management, finance effectiveness, record-to-report, risk advisory, and treasury services that take a digital-minded approach to push your business further.

position: Director

position: Manager

position: Management Consulting

company: PwC

description:
Project experience includes:

- Finance business process improvement
- M&A integration and project management
- SOX Audit
- IT Controls Audit
- Cost / benefit data analytics
- System Experience: SAP, Oracle, BPC, Analysis for Office, Blackline

content: Our team is helping clients find significant savings through projects like our bank fee analysis. Learn more below!

content: Love to see our Source to Pay group continue to THRIVE! Such an exciting time to be part of this team!

content: We are seeking nominations for the Walsh University Outstanding Alumni Awards! So many great things are happening within our Walsh almumni community - please help us by submitting a nomination!

content:
We’re hiring a Senior Accountant to join our internal Finance team at Clearsulting!

This is a great opportunity for someone who enjoys the fundamentals of accounting and close, but is also excited to build a modern finance function: bringing automation and AI into day-to-day finance operations.

content: Congratulations to Megan Agrimson for being recognized as a change maker this quarter. I am continually impressed by the caliber at which Megan operates - most recently with our HRIS transformation. She exemplifies our values through and through, and brings a high level of care and quality to everything she does. Thank you, Megan!!

evidence_experience: Clearsulting is a consultancy whose mission is to help finance become a better partner to the business... specialize in enterprise performance management, finance effectiveness, record-to-report, risk advisory, and treasury services

resolved_account_name: Clearsulting


Andrew Retrum

publicIdentifier: andrewretrum

sourced_title: Global Capability Lead - Security & Privacy

headline: Managing Director, Global Lead: Cyber & Business Resilience

about:
I am a Managing Director and business-oriented leader within Protiviti’s Technology Consulting Practice. Over the last 25 years, I’ve focused on helping clients better understand and manage their technology security risks.  I currently have responsibilities for co-leading Protiviti’s Global Technology Risk & Resilience Segment, leading our talented practice in delivering true value by helping our clients better understand, communicate, and manage the evolving threat landscape.

I also am connected on cybersecurity regulatory matters and acts as Protiviti’s primary liaison for associations across the financial sector on cyber and resilience matters. In my role, I have the frequent honor of representing Protiviti in front of our client’s Boards and Senior Leaders.

Enable the use of disruptive technologies (Big Data, IoT, Cloud) at the pace the Business requires without sacrificing security.

View their security risks consistent with any other business risk and help navigate the evolving regulatory landscape.

company: Protiviti

position: Global Capability Lead - Technology Risk & Resilience

position: Managing Director

position: Practice Lead, Security Program & Strategy

position: Financial Services Industry Lead, Security & Privacy

position: Advisory Board Member

company: FAIR Institute

position: Technology Risk

company: Arthur Andersen

content:
My biggest takeaway on resilience planning: the crisis you plan for is rarely the one you get.

That reality was reinforced by the most recent Quantum Dawn exercise, which explored a true polycrisis—showing how quickly cyber incidents, infrastructure failures, and other adverse events compound on one another.

Great chatting with our partners at SIFMA and recapping lessons learned from the exerc

content: Mythos - This generation's Y2K?  Or the End of Security as We Know It?  #mythos

content:
CVSS (and similar) assumes attackers work one vulnerability at a time. The new Frontier models don't. When AI can rapidly assemble exploit paths, severity‑first prioritization fails—and path‑based risk becomes mandatory.  Required reading for anyone rethinking vulnerability prioritization.
#CISO #VulnerabilityManagement #FAIR #Mythos

content: Fitzy!

evidence_experience: "I currently have responsibilities for co-leading Protiviti's Global Technology Risk & Resilience Segment, leading our talented practice in delivering true value by helping our clients better understand, communicate, and manage the evolving threat landscape." and "I have the frequent honor of representing Protiviti in front of our client's Boards and Senior Leaders."

resolved_account_name: Protiviti Switzerland


Brett Mastalli

publicIdentifier: mastalli

sourced_title: Senior Partner & Banking Practice Lead

headline: Senior Partner & Banking Practice Lead at West Monroe

about: Brett is part of West Monroe Partners Financial Services practice. He has over 30 years experience focused within the banking industry, primarily in the credit, mortgage, and consumer bank segments. He has experience on strategic and program delivery at mid to large tier US banking institutions.  Areas of focus include digital bank transformation, customer experience design, Omni channel, branch rationalization, business process improvement, core banking, nCino implementations, risk and regulatory solutions, and presenting to and advising C-Level executive management on critical strategic decisions and direction.

position: Senior Partner & Banking Practice Lead

company: West Monroe

position: Partner & Banking Practice Lead

position: Partner

description: West Monroe is a national consulting firm that was born in technology but built for business—partnering with companies in transformative industries to deliver real, measurable results. Technology is who we are, it is not something we bolted on overnight, and we believe it is one of the greatest enablers of business value. That’s why we work in diverse, multidisciplinary teams that blend industry expertise with deep operational and technology capabilities to create quantifiable, financial value f

position: Senior Manager

company: Accenture

position: Executive Consultant

company: Charitnet & WebsiteMasters, LLC

position: Senior Vice President, Retail Segment Strategy Manager

company: First Citizens Bank

content: I’m #hiring. Know anyone who might be interested?

content: How fast are you moving on AI? We know something about speed. Proud to see West Monroe recognized for our results in creating an AI-driven culture of innovation. Take a look.

content:
Technology budgets matter, but they’re not the whole story in banking.
I recently spoke with Caitlin Mullen at Banking Dive about the growing pressure on regional banks to keep pace with AI and digital transformation. I appreciated Emily Gessner’s perspective from KeyBank on balancing digital innovation with customer expectations.

My view is simple: regional banks do not need to be the most cutti

content:
Why are global fintechs entering the U.S. now?
I shared some perspective in a recent conversation with Jaclyn Stewart for Bank Director.
These players are digital-native, built for speed, and aligned to evolving customer expectations. That creates opportunity.
But it’s still one of the most competitive markets in the world. Winning requires adapting to how U.S. customers behave — not just replicat

content:
The surge in nonbank companies seeking national bank charters is one of the most significant shifts in the banking landscape right now.
With 13 applications filed in just the first three months of 2026, we're on pace to surpass last year's total. The upcoming GENIUS Act, faster OCC approval timelines, and a more favorable regulatory environment are drawing in fintechs, foreign banks, and digital a

evidence_experience: "He has experience on strategic and program delivery at mid to large tier US banking institutions... presenting to and advising C-Level executive management on critical strategic decisions and direction" - this is client delivery, not internal firm function ownership.

resolved_account_name: West Monroe


Saurabh Anand

sourced_title: Practice Head - North America - AI & Analytics - Financial Services

headline: Head of AI/ML & Analytics | Banking & Financial Services | North America

about:
Saurabh is responsible for leading Cognizant's $300m+ Artificial intelligence and Analytics practice portfolio for Banking and Financial services industry across North America.
As a Proven Enterprise Analytics & AI/ML Portfolio Leader with international Technology, consulting and Pre-sales experience in delivering business value across Commercial and Noncommercial customers. Saurabh advises clients to develop and implement data and AI strategies and products with strategic goals of helping them grow. He brings deep expertise in transforming data into actionable insights and plans to maximize market opportunities for clients. He specializes in Solution Sales, data strategy, cloud architecture, AI and ML with a product mindset
He is passionate about collaborating with industry partners and peers to share best practices and insights on how to leverage data and AI to drive growth, efficiency, and agility.

company: Cognizant

description:
Saurabh is responsible for leading $300m+ Artificial intelligence and Analytics practice portfolio in North America for Banking and Financial services industry.
He leads a team AI/ML sales specialists who provide thought leadership, end-to-end services and solutions to enable data-driven innovation and transformation for our clients across the industry.

position: Practice Director - Data Analytics & AI/ML

company: Wipro

description: Data Analytics & AI practice sales leader for Banking and Financial markets, driving solutions focussed growth across big data, analytics, cloud warehouses, AI/ML, and data governance offerings.

position: Practice Manager - Data Analytics & AI | Partner Sales Head - Middle East

description:
Horizontal practice leader supporting 30+ customers across 5 business units for Data Analytics technology stack (Hadoop/Spark Data lakes, Data Warehouses, ETL, business intelligence and Data governance, cloud adoptions, Data science and regulatory compliance solutions) to help maximize strategic growth, penetrating new buying centers and solve in collaboration with COE and industry leading technology providers and hyperscalers.
Key Accomplishments
•	Lead Practice growth for UAE, Oman & Qatar Reg

position: Data Analytics Sales Specialist – (Commercial and Non-Commercial business)

description:
Sales specialist supporting 50+ customers across 6 business units. Achieved penetration in 60% of existing accounts. Conducted technical awareness sessions for leadership and client partners across business units on new analytics offerings and COE based IPs to improve penetration by cross sell and upsell. Ran quarterly mail campaigns
Sales Quota achievement – 175% (2015) & 120% (2016) with all new business streams.
•	Awarded the Best Practitioner Sales awards – India & ME.
•	Awarded the Magic to

position: Associate Consultant and Presales Lead – (Advanced Data Technology Solutions)

description:
Played a multi-faceted role of a consultant, business development and GTM along with presales support for 60+clients across India & Middle East
•	Created re-usable proposal frameworks that reduced client turnaround time from 72 hrs. to 48 hrs. for specific offerings.
•	Helped in creation of open-source offerings that enabled deal participation for 3 new industries (police dept, criminal intelligence and security agency). Lead to deal closures - ~$1 Mn
•	Awarded the best Presales Award.
•	Awarded

position: CoFounder & Business Development Lead

company: SoftElixir InfoTech (P) Ltd

description:
Co. Founder, Business Development and Team Lead
•	Led Revenue growth to USD 20,000 in first year.
•	Responsible for end-to-end business development cycle from requirement gathering to delivering
        the product to the consumer
•	Managed a team of developers (.net, java & PHP) for the entire product lifecycle from UI to
        testing.

evidence_experience: "He leads a team AI/ML sales specialists who provide thought leadership, end-to-end services and solutions to enable data-driven innovation and transformation for our clients across the industry."


Paul Umansky

sourced_title: Global Lead, Partner Investments | NA Cloud Lead, Industrials | AI Capability & Scale Lead

headline: Operating & Revenue Executive | Scaling GTM, Growth, and Predictable Revenue in Complex Businesses

about:
I’m a revenue and operations leader with 25+ years of experience helping consulting and technology businesses grow with more discipline, clarity, and consistency.

I’ve led large commercial organizations, turned around underperforming markets, and built the operating rhythms that help teams execute better across complex, matrixed environments. My work has consistently centered on one thing: turning strategy into performance.

My strength is commercial execution at scale — aligning sales, delivery, finance, and partner teams around clear priorities, practical metrics, and real accountability. I do my best work in environments that need more than vision alone: they need structure, follow-through, and leaders who can keep people moving in the same direction under pressure.

More recently, I’ve focused on applied AI enablement, with an emphasis on productivity, seller effectiveness, and measurable business impact — not experimentation for its own sake.
My leadership style is calm, direct, and execution-focused, shaped by Marine Corps discipline and decades of operating experience. I’m most effective where clarity matters, ownership is expected, and strong operating rigor creates competitive advantage.

USMC veteran. Revenue-minded operator. Builder of durable systems that help organizations perform and scale.

position: Sales and GTM Operations Lead, Microsoft Business Group North America

position: Intelligent Cloud & Infrastructure Sales Lead

position: Director, Managed Services

company: NTT

position: North American Sales Lead, Datacenter Business Unit

position: Lead Consultant, Datacenter Innovations

position: Manager, Customer Premise Equipment Sales

company: Verizon Business

evidence_experience: "My strength is commercial execution at scale — aligning sales, delivery, finance, and partner teams" and "Microsoft Business Group Sales Execution Lead / Partner Investment Global Program Executive"


Chris Alagna

sourced_title: Principal, Advisory | Microsoft Cloud and AI Transformation Leader

headline: Executive | Driving Enterprise Value Creation Through Technology Modernization & AI

about:
As an executive leader, I modernize enterprise technology environments to enable AI driven transformation that delivers measurable business outcomes including cost reduction, margin improvement and scalable growth. My approach is grounded in real world execution, leading teams and driving results across complex, process driven organizations.

Across industries, I have seen the same pattern. Legacy platforms, fragmented data and inefficient operating models quietly erode performance. AI only accelerates the exposure of these gaps. Without modernization, transformation initiatives do not create value. They stall.

I lead organizations through this inflection point by:
- Modernizing core technology platforms to reduce cost, simplify operations and enable AI at scale
- Rearchitecting data and process foundations to improve efficiency, visibility and decision making
- Aligning business and technology execution so transformation delivers measurable financial impact
- Driving enterprise wide change across operating model, platforms and teams

My background spans enterprise transformation, cloud, and large scale delivery, with accountability for revenue growth, P&L performance and client outcomes. I have built and led teams that not only design strategy but execute it under real world constraints.

I work with enterprise and private equity backed organizations to move from:
- Legacy systems to modern, cost efficient platforms
- Siloed operations to integrated, AI enabled performance
- Transformation plans to measurable value creation

Technology modernization is no longer just an IT priority; it is a primary lever for enterprise value creation. My focus is translating that into execution.

company: KPMG

description:
I lead enterprise technology modernization initiatives across the Microsoft ecosystem, enabling AI driven transformation for commercial clients.

My work spans manufacturing, consumer & retail, and media & technology organizations modernizing core platforms across applications, data and cloud infrastructure to move from legacy environments to scalable, AI-enabled enterprises.

I own market execution, solution development and delivery across Microsoft technologies, ensuring transformation efforts

position: US CEO

company: Columbus A/S

description:
Significant responsibilities and experiences:
• Initial mandate to turnaround the US business: siloed culture, declining revenues and negative EBITDA • P&L responsibility for the US business
• Manages U.S. market strategy, facilitating company operations in consulting, sales, marketing, alliances, managed series, human resources, legal, and finance
• Created an organic growth plan focused on digital transformation services with Microsoft technology in existing and net new customer segments
•

position: Senior Vice President

company: Hitachi Solutions America, Ltd- Business Solution Group

description:
During fiscal year 2018, the General Manager for Hitachi Solutions' in the US West Region and the overall North American Professional Services Leader:
•	Selected into Executive Leadership Program by Hitachi, Ltd.
•	Grew the West Region revenue by 42% in FY18

During fiscal years 2016 and 2017, responsible for Hitachi Solutions’ Microsoft Dynamics 365 Operations & Finance business in North America:
•	Member of the Hitachi Solutions Senior Leadership Team
•	Finished FY17 exceeding Revenue Goal and

position: Vice President

description:
Responsible for the all up Microsoft Dynamics AX business in the United States:

•During fiscal year 2014 grew overall revenue by 28% organically, increased software license sales by 66% ranking Hitachi Solutions as the #1 revenue producing Microsoft Dynamics partner

•Hitachi Solutions won the highest possible Global Microsoft Dynamics Partner of the Year Award and the US Professional Services Industry Partner of the Year for 2014

•During fiscal year 2013 revenue grew 50% organically and adde

company: Hitachi Consulting

description: Responsible for Microsoft Dynamics AX consulting sales and delivery for global / strategic accounts

position: Director of Business Development

description: Responsible for Dynamics AX sales for the Central United States

position: Business Solutions Director

company: Avanade

description: Responsible for Microsoft Dynamics AX pre-sales and solution architect team for the United States

position: Account Director

company: Entegrate

description: Microsoft Dynamics AX solution architect and pre-sales in the United States

evidence_experience: "I lead enterprise technology modernization initiatives across the Microsoft ecosystem, enabling AI driven transformation for commercial clients... I own market execution, solution development and delivery across Microsoft technologies, ensuring transformation efforts translate into real-world business outcomes" - explicitly client delivery, not internal firm function.

resolved_account_name: Global Strategy Group, by KPMG


Stalin Ponnusamy, MVP

sourced_title: Associate Director and Practice Lead


Martin Lindegaard

publicIdentifier: martinlindegaard

sourced_title: Global Head of Digital Business Transformation, Water

headline: Management & Strategy Executive | AI / Digital Transformation | Product & Commercial Excellence

about:
I specialise in advanced digital business leadership based on robust commercial acumen formed across industries over 20+ years at the digital forefront. My passion and subject matter expertise center on:

- Business strategy & sustainable change
- Merger & Acquisition integration
- Product portfolio excellence, build/buy/partner
- AI adoption in delivery processes
- Commercial development & sports marketing

company: Ramboll

position: Director

company: Avanzr

description: Interim Leadership | Management Consultancy | Digital Business Strategy

position: Executive Director, Business Transformation

company: OMD Danmark

position: Board Member

company: ADAMATICS

description: Data science & Analytics Software Platform  | Consultancy

company: LIFTED

position: Director, Partner

description: Consultancy | Commercial Excellence Strategies | Data Driven Marketing

position: Director, Clients & Strategy

company: Creuna Denmark

position: Client Service Director, Partner

company: Wunderman

internal_vs_external: unclear

band_reasons: disqualified; ie_unclear

evidence_experience: "AI adoption in delivery processes" and "Commercial development & sports marketing" - these describe client delivery capability and business development, not internal knowledge governance. Entire experience list is client-facing transformation, marketing, and consultancy roles.

resolved_account_name: Ramboll Management Consulting


Katy Stock Pinter

sourced_title: Chief Transformation Officer

headline: Chief Transformation Officer and Senior Vice President, Corporate Development

about: Experienced Executive with a demonstrated history of working in the management consulting industry with a focus on Healthcare. Skilled in Strategic Planning, Corporate Development, Business Operations, Change Management and Marketing.

position: Chief Transformation Officer

company: The Chartis Group

position: Partner

description: Management Consultant, Healthcare

position: Chief Administrative Officer

position: Chief of Staff

position: Interim Chief Marketing Officer

position: Vice President, Consulting Support Services

position: Associate Principal

content: Excited to welcome PayerAlly into the Chartis family!!

evidence_experience: Chief Transformation Officer (Jan 2020-Present); Chief Administrative Officer (Aug 2015-Jul 2021); Chief of Staff (Aug 2015-Jul 2020) - these are internal, firm-facing executive roles overseeing the firm's own operations, administration and transformation rather than client delivery, though she is also a Partner doing Healthcare management consulting.

resolved_account_name: Chartis


John Russo

sourced_title: Global Director of Remote IT Services

headline: Retired

about: A retired leader in IT Services with 28+ years of experience at EY across various roles from strategy, engineering, and support.  Key contributor of team chartered to build the IT Services original organization.  Global Managing sponsor for the I&O Global Operate Model Sourcing and Location strategy.  Drives and leads the Remote Support Services Organization within I&O comprised of Global Service Desk, Identity & Access Management, Security Operations, Infrastructure Management and global Shared Service Center (SSC) Operations and most recently IT Service Management.  Co-led the Global End User Services Center of Excellence to achieve successes such as the Global Core Loadset by working together as a virtual team and overcame organizational barriers.  By leveraging my passion for customer service combined with 23 years of experience in the “Think”, “Build” and “Operate” functions at E&Y, I have a unique ability to combine the solutions of tomorrow with the experiences of the past to create new opportunities for E&Y.

position: Retirement

company: Career Break

company: EY

position: Director - IT Optimization Service and D&I

position: Director Global IT Operations

description: Responsible for Global IT Operations encompassing End User Support and Infrastructure Support across over 150 countries supporting over 260,000 people.

position: Global Director of IT Operations Automation, Efficiency and Quality Control

description:
This role drives key improvements in IT operations for processes, efficiency, automation and quality.  It also controls the intake of new support into the Global Operations Services organization to insure that we provide excellent support and new services are properly monitored and supported.

As the Director of Global Automation, Efficiency and Quality Control has the following key responsibilities:

•	Lead and drive automation across the Global Operations organization and within the Global Inf

position: Global Director of Remote IT Services

description:
•	Responsible for the direction all operational management of services within the Global IT Operations function that can be delivered remotely. Responsible for the global consolidation of these services across the 140 countries where EY operates.
Specific responsibilities include:
o	Global Service Desk providing End User support level 1 & 2 and Level 2 Infrastructure support services.
o	Identity and Access Management (IAM) organization consists of User Account Management and Enterprise Directo

position: Americas CTO

description:
Americas CTO – July 2007 to October 2009
•	Responsible for the Americas infrastructure including hosting, voice, data and video strategy, engineering and operations.  US data center operations provided by Global IT.
•	Direct our Americas Desktop Engineering and Operations services including the full desktop lifecycle from loadset design, build, application validation, distribution, and backup/recovery.
•	Direct our Mobile Communications services centered on Blackberry, EY Remote Connect, iPass,

position: Director of Centralized Technology Support

description:
Led centralized End User Services in the US and globally as a co-leader of the End User Center of Excellence.
	Achieved year-over-year cost savings of 10-20% each year through re-negotiations, automation and virtualization.
	Designed and implemented of a virtual support organization for level 2 support.  Later this was the model we used for other virtual teams which maximized the utilization of field services while minimizing the number of dedicated centralized staff.
	Designed and implemente

evidence_experience: "Drives and leads the Remote Support Services Organization within I&O comprised of Global Service Desk, Identity & Access Management, Security Operations, Infrastructure Management and global Shared Service Center (SSC) Operations"


Bhavana Nathani

sourced_title: Director, Chief of Staff to the Global CISO

headline: Director - Chief of Staff to the Global CISO at PwC

about: Bhavana is a cybersecurity and risk executive with over 20 years of proven leadership architecting transformative security strategies and enterprise risk programs for Fortune 500 organizations across financial services, healthcare, and technology sector. Currently a Business Information Security Officer (BISO) at PwC, she serves as a strategic partner to the business, aligning security frameworks with corporate objectives to strengthen resilience and enable secure growth—building on her prior role as Chief of Staff to the PwC CISO, where she shaped enterprise-wide initiatives across PwC’s global member firms. Her foundation was built over 15 years as a trusted cybersecurity consultant, delivering high-impact solutions in Identity and Access Management, Governance, Risk, and Compliance (GRC), and Application Security for global enterprises.

company: PwC

position: Director, Cybersecurity, Risk and Regulatory

position: Cyber Security Specialist

company: Infosys

position: Software Trainee

company: InterGlobe Technologies

content:
Had the privilege of joining a panel at TechEx Events North America at the San Jose McEnery Convention Center with esteemed peers Jim Blevins, Rohan Ravindranath, and moderator Ganesh Raghavan to unpack one of the most urgent challenges enterprises face today: securing AI in an era of fast-emerging threats.

Our conversation spanned the shifting threat landscape, agentic AI risk, multi-agent ecosy

evidence_experience: "she shaped enterprise-wide initiatives across PwC's global member firms" and "serves as a strategic partner to the business, aligning security frameworks with corporate objectives to strengthen resilience and enable secure growth"


Kevin Bernardini

sourced_title: Managing Director and Global SC&O Practice Lead

headline: Managing Director and leader of the Supply Chain & Operations COE for Accordion Partners

about:
We are focused on serving the Private Equity Industry.

Our Firm is focused on Total Enterprise Value Creation for our clients.  We partner with our clients to drive sustainable EBITDA and Free Cash Flow Improvements.

Our Firm Service Offerings span Supply Chain, Technology, and Operations Solutions.  We take a hands on approach with our clients and are on-site throughout the duration of the work that we do.
We are a close knit team of professionals with a culture of winning and creating successful outcomes.

company: Accordion

description: Managing Director and Leader of Accordions Supply Chain & Operations Center of Excellence

position: Chief Executive Officer

company: OperationsRx

description: Our Firm is focused on Total Enterprise Value Creation for our clients.  We partner with our clients to drive sustainable EBITDA and Free Cash Flow Improvements.  We are focused on serving the Private Equity Industry.

position: COO

company: Aalberts Industries N.V.

description: Chief Operating Officer of Aalberts Industries, North America.

position: Senior Manager

company: Ernst & Young Global Consulting Services

company: Arthur Andersen & Co.

position: Manager

company: The Spectrum Management Group

description: The Spectrum Management Group was started by a group of Professionals that worked for Eli Goldratt, the author of "The Goal".

evidence_experience: "Our Firm Service Offerings span Supply Chain, Technology, and Operations Solutions. We take a hands on approach with our clients and are on-site throughout the duration of the work that we do." - all experience described is client delivery work (EBITDA/FCF improvement for PE clients, COO at a portfolio company, senior manager roles at EY and Arthur Andersen consulting).

in_612: no


Johannes Haus

publicIdentifier: hauspost

sourced_title: Partner & Head of AI Practice

headline: Passionate for AI-driven Innovation and Transformation for Germany’s hidden Champions

about: Specialties: business building, digital transformation, exponential industries, entrepreneurship, product management, general management, inc. strategy, marketing, financial analysis, investing, M&A, cooperation, ... and getting things done.

position: Partner & Head of AI Practice

company: Etribes

position: Owner & CEO

company: 4houses Ventures UG

description: Startup Investment and Consulting

position: COO & Partner

company: Orbit | Part of Etribes

position: Venture CEO

description: Venture building is the next horizon for corporate innovation. We work closely with our partners by leveraging their assets to scale proven business models. The startups we build generate sustainable growth and shape the future of industries.

position: Managing Director

company: Haspa Next GmbH

description:
In the Innovation Lab Haspa Next, the Haspa-Group is developing and launching innovative digital products & services outside the core banking business. With relentless focus on the end user, we are acting as an independent corporate startup and as part of Hamburg's digital community.

Our products include AINO - an smart companion app for events, deals and tipps for your leisure time in Hamburg (www.getaino.de) and kiekmo - the neighborhood community and local news app (kiekmo.hamburg).

company: dgroup - (since 2016 part of Accenture)

description:
Creating new business in a digital world.

From consulting to design of new business models.
From IT blueprints to empowered digital organizations.
From implementation to starting up new business.

position: Founder & Managing Director

description:
- Launched angel-backed start-up, offering a next generation real-estate marketplace, where large parts of the rental process are digitized
- Built a team of >20 employees, including in-house development team
- Found product-market fit with successful monetization at 3x revenues per apartment vs existing players at 75% success rates for customers
- Optimized the business to achieve profitable scalability
- Closed three financing rounds with 7 digit volume

position: Director Core Product

company: XING

description:
- Lead product team for core platform (excluding advertising, jobs, company profiles and events)
- Successfully grew the KPIs: subscription revenue, total member growth and member activity
- Developed product strategy and vision for core platform

content:
Gestern Nacht hat die US Regierung ein Stück KI-Infrastruktur abgeschaltet, auf das europäische Unternehmen produktiv setzen.

Anthropic wurde verpflichtet, seine zwei stärksten Modelle, Fable 5 und Mythos 5, für alle ausländischen Staatsbürger zu sperren.

Neben der offiziellen Begründung (Sicherheit) ist das ist eine Mischung aus zwei Effekten:

1. Das erwartbare Szenario, dass Frontier-KI zun

content:
Die meisten Händler optimieren derzeit noch auf gute Bewertungen.

Sterne sammeln, Rezensionen pushen, Trust-Siegel platzieren.

Eine Zahl aus unserer neuen "Hype Train" Studie mit appinio lässt mich vermuten, dass dieser Reflex an Wert verliert: 61% der Befragten vertrauen einer KI-Empfehlung mittlerweile mehr als einer klassischen Kundenbewertung.

Dass KI im Shopping ankommt, ist keine Neuigke

content:
Viele Besucher der K5 stehen mit ihren Unternehmen vor einer harten Realität.

Ihre interne Nutzung von KI gewinnt langsam an Fahrt und nach Jahren voller Piloten werden endlich erste echte ROI-Effekte erzielt. Gleichzeitig bauen Startups und Tech Player Organisationen auf, die anstatt 20% mehr Produktivität eher 20x Produktivität pro Mitarbeiter erreichen - zumindest in Knowledge Work Funktionen

content:
Heads of AI and innovation from Bosch, Siemens, IKEA, Mars, Philips, BMW, Audi, Allianz, Roche, Mercedes in a single room in Munich yesterday. The lineup was strong on paper. What made the day worth the trip was the honesty about what is and isn't working.

In a roundtable discussion I asked the question: From pilot graveyard to P&L Impact - what does it actually take to make AI stick?
...it tur

content:
One year ago, a team of researchers published AI-2027 - the most specific AI prediction ever written. Month-by-month. Falsifiable numbers. "Superintelligence by 2027."

Most people dismissed it.

It kept me up at night. Several of it's key claims sounded too plausible to ignore. Just some key points:

• 𝗣𝗮𝘁𝗵 𝘁𝗼 𝘀𝘂𝗽𝗲𝗿𝗶𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲: AI automates devs → then AI researchers → progress becomes self-sust

evidence_experience: "We are the business building and innovation unit at Etribes. We deliver impact together with our clients by building innovative products and new businesses."

resolved_account_name: Etribes


Lee Kaiser

sourced_title: Chief Information Security Officer

headline: Chief Information Security Officer (CISO) & Board Director Candidate | Turning Cyber Risk into Boardroom Decisions | Audit, Risk & AI Governance Committees | Built $850M+ in Enterprise Value at Global Scale

about:
I sit at the intersection of cyber risk, AI governance, and enterprise value — and I translate all three into actionable decisions for the board and C-suite.

CURRENT SCOPE
As CISO at Highspring, I own an $18M P&L across security, GRC, and IT infrastructure, leading a 32-person global organization. I chair the Information Security Executive Council, reporting quarterly to the C-suite with risk, control-maturity, and financial-exposure reporting built to the rigor SEC-registered audit committees require.

WHAT I'VE BUILT
→ SOC 2 Type II, ISO 27001, and ISO 27701 certifications — delivered concurrently, in year one, from a greenfield program
→ An enterprise AI governance framework — acceptable use policy, deployment controls, and executive decision rights — enabling AI adoption at speed without outrunning its risk posture
→ A cyber risk quantification model that converts technical exposure into financial terms for board and audit committee action
→ A repositioning of security from cost center to revenue enabler — certifications and control maturity now directly support enterprise sales cycles and contract defensibility
→ Led security and IT carve-out execution for the divestitures of Morgan Franklin Cyber and Pivot Point Consulting — managing data separation, access de-provisioning, and risk transfer to protect the parent company

TRACK RECORD AT SCALE
Before Highspring, I led one of the largest enterprise automation and AI programs in the world as Global Head of Operations & System Architecture for Ericsson Group IT — 162 countries, $850M+ in documented enterprise value, and a World Economic Forum Global Lighthouse distinction. That program built the governance and controls to scale emerging technology responsibly across a multinational enterprise. My scope there also in

position: Chief Information Security Officer

company: Highspring

description:
Promoted internally to CISO to build Highspring's enterprise security, IT, and governance function from the ground up. Own enterprise security strategy, IT infrastructure, and operations and an $18M technology budget — establishing the risk and control environment that enables the business to scale securely across global markets.

- Delivered SOC 2 Type II, ISO 27001, and ISO 27701 certifications concurrently within the first year — an audit-ready, enterprise-grade security and privacy posture

position: Vice President - Infrastructure and Governance

description:
Recruited to modernize infrastructure and establish the governance foundation for a global professional services firm — work that led to internal promotion to Chief Information Security Officer.

- Set technology strategy and investment priorities across infrastructure, engineering, and operations for a global professional services firm — aligning a multi-year roadmap directly to revenue growth targets and building the compliance foundation later certified under ISO 27001 and SOC 2 Type II.

- E

position: Member of the Board of Advisors

company: Inspire Leadership Network

description: Serve on the advisory board of the Inspire Leadership Network Tennessee CISO Chapter, contributing to governance of the organization's strategic direction and programming. Advise on technology strategy, cyber risk, AI governance, and executive development for a membership of senior security leaders. Selected presenter on the future of cyber risk and board-level governance expectations through 2030.

position: Global Head of Operations & System Architecture - Group IT - Automation & Artificial Intelligence

company: Ericsson

description:
Led global strategy and execution for Ericsson's enterprise Automation & AI portfolio — one of the largest programs of its kind worldwide, spanning 162 countries and the full breadth of company operations.

- Delivered $50M+ in annual documented savings and $850M+ in cumulative enterprise value through AI, automation, and process transformation — value validated through formal benefits-tracking governance

- Recognized by the World Economic Forum as a Global Lighthouse for applying automation to

position: Director of Digital Transformation - Market Area North America

description:
Founded and scaled Ericsson's Process Automation program for North America — the capability that became the foundation of Ericsson's global automation platform.

- Delivered $500M+ in savings and efficiency gains of up to 350% across North American operations, establishing the business case that secured global expansion of the program

- Led full operating-model transformation for Market Area North America — redesigning governance, delivery, and decision rhythms across the region to sustain the

position: Information Technology Senior Manager - Region North America

description: Led IT operations and customer environment strategy for Ericsson's Managed Services business in North America — building the team, tooling, and delivery partnerships that enabled Ericsson's Managed Services Delivery Platform to scale with customer demand while sustaining carrier-grade service levels.

position: Manager - Network Engineering/Operations

company: Sprint

description: Directed engineering and operations for Sprint's national IP core network — critical infrastructure supporting millions of subscribers — building the risk and resilience discipline that later scaled to board-level enterprise risk programs.

content:
A clean audit opinion doesn’t mean you're ready to go public.

I've reviewed a lot of pre-IPO companies. The recurring issue isn't bad business fundamentals. It's that the finance infrastructure was never built for public company standards. Revenue recognition that passed internally but won't survive SEC scrutiny. Controls that were never formally documented because nobody ever asked for document

content:
Ever felt like you're too deep into the SEC review before spotting gaps? Here's how a $20B portfolio company navigated those waters smoothly.

Last year, I witnessed a team tackle IPO readiness like pros. They didn't wait for the SEC review to highlight their blind spots. Instead, they proactively identified and addressed them, ensuring a seamless transition.

If you're gearing up for an IPO, it’s

content:
Something I hear a lot from companies on the path to going public: "We thought we had more runway than we did."

IPO readiness has a way of surfacing gaps that weren't obvious until the timeline got real. SEC reporting requirements. Audit preparation. SOX compliance. Technical accounting positions that need to be documented and defensible — not just understood internally.

The companies that nav

content:
A healthcare organization came to us with a problem a lot of IT leaders recognize: 500+ locations, fragmented IT operations, inconsistent service levels, and a vendor landscape that had grown too complex to manage.

The headline outcome was $12M+ in measurable value. But the more useful story is in how that value was actually generated because each category maps to a challenge I hear about in alm

content:
Nearshoring gets framed as a cost conversation. It shouldn't be.

Yes, the economics are compelling. But when I talk to clients about global delivery models, cost is usually the third or fourth reason they stay with it — not the first.

Here's what we actually talk about first:
1) Speed. Traditional hiring for senior engineers takes 3 to 6 months. With a nearshore delivery model, we're mobilizi

evidence_experience: "Own enterprise security strategy, IT infrastructure, and operations... establishing the risk and control environment" and "An enterprise AI governance framework — acceptable use policy, deployment controls, and executive decision rights — enabling AI adoption at speed without outrunning its risk posture"

resolved_account_name: Highspring