Location
City Winery Chicago 1200 West Randolph Street Chicago, IL 60607 United States
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About this event
Featuring:
Be inspired during expert led data-driven sessions and connect with other local executives over lunch and drinks.
Reserve your spot to attend on October 11th at City Winery.
Program:
11:30am: Lunch buffet opens
12:45pm: Welcome remarks, Fred Hefer
1:00pm: The Analytics TO WIN® Method for Crafting a Data Management and Analytics Strategy, Shawn Helwig
1:30pm:Analytics TO WIN® Client Win, Terry Merkley and Surender Singh
Break, bar is open
2:30pm: AI, BI & The Future of Analytics, Kanon Cozad
3:15pm: Local industry speaker – TBD
4:00pm: Closing remarks, Fred Hefer
4-5:00pm: Mix and mingle with old and new friends
Fred is one of the original co-founders of Pomerol Partners. This 2013 spin-out from Deutsche Bank (London) is an elite partner in the Microsoft and Qlik technology stacks.
During his tenure at Deutsche Bank, he served the Equities Prime Services division in various finance roles – from analyst to controller to manager – with a specialization in Securities Lending. The idea of a business solution focused approach to data analytics was borne from realizing significant direct funding savings for the bank.
He relocated from Cambridgeshire to Kansas City in 2016 to serve Pomerol’s existing US client base and grow operations. With a focus of serving the underserved midwestern cities, the approach yielded rapid success for Pomerol, now having a presence in Chicago, Denver and Miami.
Fred is leading Pomerol’s US operations, with a business development focus of web app integrations and the Microsoft technology partnership.
Shawn is a problem solver, a facilitator, a vision-maker, an adviser, and a whole bunch of other things. He has been helping companies use their data to solve problems for more than 25 years. Over that time he has learned and tested numerous techniques, and developed a series of tools that ultimately came together to become Analytics TO WIN®.
His mission: To help clients manage and analyze data to gain actionable insight.
He helps clients achieve this mission by serving as an interim BI/Data Management/Analytics Director, by structuring and leading BI/Analytics projects, by improving user adoption, helping with data governance strategies, helping select technology solutions, and advising on data visualization best practices.
Kanon is an accomplished executive leader and strategic thinker with more than 30 years of diverse technology experience. In addition to his role at Pomerol, Kanon is also the Managing Principal of Pianosa Technology Partners, a technology management consultancy focused on offering virtual-CIO and Business Intelligence & Analytics services to business around the globe. Prior to starting Pianosa, Kanon spent several decades in various technical and senior management roles in a number of industries and locations. Previous roles include serving as Chief Information Officer for TranSystems Corporation and SVP of Technology Architecture for UMB Financial Corporation, and Director of Data Warehousing & Information Architecture for Applebee’s International.
Kanon has extensive experience in large-scale data management, software development, business intelligence, project management, information and enterprise architecture, and organizational change management. He has worked in industries as diverse as healthcare, hospitality, financial services, AEC (Architecture, Engineering & Construction), and general consulting.
Kanon is a regular speaker at conferences on various industry and technology topics. He is also active in numerous civic organizations focused primarily on the arts community, and serves on multiple non-profit boards; additionally, he’s a partner in several arts-related businesses. Kanon holds BA degrees in English Literature and Philosophy from William Jewell College and studied Philosophy at the graduate level at The University of Kansas. He has also completed post-graduate education at both the Harvard School of Business and MIT. He lives in Kansas City, Missouri.
Terry is a successful IT executive who currently serves as Vice President of Information Technology at the Institute of Food Technologists (IFT). Before joining IFT he served as Vice President of Information Technology at the American Association of Diabetes Educators, where he led the implementation of a suite of new enterprise software systems, and as Vice President of Information Technology at TCS Education System, where he established shared technology infrastructure and enterprise applications for its flagship psychology school and three affiliated professional graduate schools.
Prior to this, he led the IT department for fifteen years at Attorneys’ Liability Assurance Society, the market-leading provider of lawyers’ professional liability insurance. He holds an MBA from The University of Chicago and a BA from Indiana University.
Specialties:
– IT and business strategy alignment
– Enterprise software delivery
– Information security
– IT operations and administration
– Technology integration of acquisitions
– Budgeting and expenditure tracking
– Business continuity planning
– Staff leadership and retention
About our event sponsor, Pomerol Partners:
We create and deliver meaningful data-driven business solutions and services. We partner with our clients (executives, managers, analysts, etc.) across all business verticals to optimize the intersect between changing business demands, technological progress and sustainable business growth.
Our consultants have helped hundreds of organizations, of all sizes and in all industries worldwide, make money. How do we do this? Leveraging your data to increase revenue, automate processes, decrease costs and understand your insights. Pomerol delivers value that helps you grow and change with better data-driven decisions and solutions that empower you as a Gold Data Platform Microsoft Partner and Elite Qlik Partner. Our professional consultants, that reside in three countries (United States, United Kingdom and Portugal), are experts that will partner with you for the technical as well as business-oriented solutions. Working with the same team in all capacities ensures you always know where we stand with our work and commitment to you.
We’re ready to partner with your leadership team to future proof your business.