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Conference Sessions
Wednesday, April 16, 10:30 AM-11:30 AM
Beyond SWOT: Developing True Competitive Strategies, Critical Skills
Kenneth Sawka, managing partner, Outward Insights LLC
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Wednesday, April 16, 10:30 AM-12:00 PM
CI Lessons from the Silver Screen, Part Deux, Professional Effectiveness
Paul Slayton, market intelligence manager, IBM
Co-Presenter: Michael Sperger, director of market intelligence, SAP
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Wednesday, April 16, 10:30 AM-11:30 AM
Give Your Intelligence Program Straight A’s, Professional Effectiveness
Larry Fauconnet, manager of competitive strategy, AT&T Adversiting and Publishing
Co-Presenter: Dede Fauconnet, consultant, The Falcon Group Consulting
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Wednesday, April 16, 10:30 AM-11:30 AM
Protecting Against Competitive CI, CI Defense
John McGonagle, managing partner, The Helicon Group
Co-Presenter: Carolyn Vella, founding partner, The Helicon Group
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Wednesday, April 16, 10:30 AM-11:30 AM
Teaching CI Skills to North American and Overseas Audiences: A World of Difference in Pedagogical Effectiveness, Scholarly Research and Innovation
David Blenkhorn, professor, School of Business and Economics, Wilfrid Laurier University
Co-Presenter: Craig Fleisher, professor, Odette School of Business, University of Windsor
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Wednesday, April 16, 10:30 AM-11:30 AM
Use Intelligence to Protect Your Company’s Intellectual Property, CI Defense
Tim Powell, president and managing director, The Knowledge Agency
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Wednesday, April 16, 10:30 AM-11:30 AM
Using CI to Originate Dealflow — How To Beat Your Competition to the Next Best Thing, CI Offense
Charlie Welsh, editor-in-chief and co-founder, Mergermarket, Ltd.
Co-Presenter: Wilson Chu, partner, Haynes and Boone LLP
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Wednesday, April 16, 1:00 PM-2:00 PM
An Update on Applying Global Hedge Fund Research Techniques to CI, CI Offense
Peter McKenney, CEO, Cipher Systems LLC
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Wednesday, April 16, 1:00 PM-2:00 PM
Applied Memetics: Getting into the Heads of Competitors, Scholarly Research and Innovation
David O’Gorman, president, Memetic Profiles LLC
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Wednesday, April 16, 1:00 PM-2:00 PM
Mining Lawsuit Filings for Competitive Advantage, Critical Skills
Mary Dennis, research analyst, Hogan and Hartson LLP
Co-Presenter: David Smith, research analyst, Hogan and Hartson LLP
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Wednesday, April 16, 1:00 PM-2:00 PM
New and Emerging Issues Confronting CI Managers, Professional Effectiveness
Jan Herring, president, Herring and Associates LLC
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Wednesday, April 16, 1:00 PM-2:00 PM
They Wouldn't Lie, Would They? How Not to Be a Victim of Disinformation, CI Defense
Paul Dishman, associate professor, Brigham Young University
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Wednesday, April 16, 1:00 PM-2:00 PM
Transforming Your Information Services to Make Time for Intelligence, Critical Skills
Michelle Drabik, Technical Information Center manager, Energizer Holdings, Inc.
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Wednesday, April 16, 1:00 PM-2:00 PM
World-Class Intelligence Secrets from Six CEOs, Professional Effectiveness
Leonard Fuld, president, Fuld and Company
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Wednesday, April 16, 2:30 PM-3:30 PM
(More) Confessions of a Call Girl — How to Give Good Phone, Critical Skills
Debbie Bardon, principal and sole proprietor, Bardon On Call
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Wednesday, April 16, 2:30 PM-3:30 PM
Competitive Technical Intelligence: A Sample Exploration of Internet Resources, Critical Skills
Bonnie Hohhof, director of competitive information and research, SCIP
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Wednesday, April 16, 2:30 PM-3:30 PM
Intellectual Property, Active Dialog
Tim Powell, principal, The Knowledge Agency
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Wednesday, April 16, 2:30 PM-3:30 PM
Linking CI Strategy and Overall Company Strategy for Competitive Advantage, Professional Effectiveness
Tim Kindler, director, corporate competitive intelligence, Eastman Kodak Company
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Wednesday, April 16, 2:30 PM-3:30 PM
Providing CI to Small Businesses: The CT-EGG Approach, Scholarly Research and Innovation
Fred Wergeles, president, Fred Wergeles and Associates LLC
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Wednesday, April 16, 2:30 PM-3:30 PM
Technology Possibilities at the Bottom of the Pyramid, CI Offense
Siddhartha Roy, economic advisor, Tata Group
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Wednesday, April 16, 2:30 PM-3:30 PM
The Art of the Strategic Conversation: How can you discuss different scenarios for maximum impact?, Active Dialog
Eric Garland, managing director, Competitive Futures
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Wednesday, April 16, 2:30 PM-3:30 PM
Top 10 Lessons Learned from Competitive Losses, CI Defense
Marty Palka, chief intelligence analyst–investor relations, Cisco Systems
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Wednesday, April 16, 4:00 PM-5:00 PM
A Process-Oriented View of CI, Scholarly Research and Innovation
James Hesford, assistant professor, Cornell University
Co-Presenter: Kersi Antia, , University of Wisconsin
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Wednesday, April 16, 4:00 PM-5:00 PM
Competitive Technical Intelligence Methods and Analysis — Using Patent Information, CI Offense
Curtis Droege, IP coordinator, CTI team leader,
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Wednesday, April 16, 4:00 PM-5:00 PM
Cooperative Communication: How to Get Your CI Message Heard, Critical Skills
Ellen Naylor, CEO, Business Intelligence Source
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Wednesday, April 16, 4:00 PM-5:00 PM
Developing a CI Consulting Business, Professional Effectiveness
Claudia Clayton, managing director, ViewPoint
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Wednesday, April 16, 4:00 PM-5:00 PM
Focusing on Your Internal Customer to Maximize CI Success, Professional Effectiveness
Kirk Tyson, founder and consultant, Perpetual Strategist
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Wednesday, April 16, 4:00 PM-5:00 PM
Leveraging Manufacturing Know-How For More Comprehensive CI, Active Dialog
Craig McHenry, senior director, Competitor Insights, Wyeth
Co-Presenter: Tom Colman, manager, Competitor Insights,, Wyeth
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Wednesday, April 16, 4:00 PM-5:00 PM
Resetting the Stage for Trends Forecasting, CI Defense
Suzy Badaracco, president, Culinary Tides
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Thursday, April 17, -4:00pm-5:00pm
Evaluating CI Providers, Active Dialog
Herman Milligan, vice president, consumer insights, Wells Fargo
Co-Presenter: Melanie Wing, director, category insights, Whirlpool
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Thursday, April 17, 09:45 AM-10:45 AM
Beyond Information: A Study on Work Activities of CI Professionals, Scholarly Research and Innovation
Tao Jin, instructor, Louisiana State University
Co-Presenter: France Bouthillier, director and associate professor, School of Information Studies, McGill University
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Thursday, April 17, 09:45 AM-10:45 AM
Engaging Non-CI Staff for CI Support, Professional Effectiveness
Fred Wergeles, principal, Fred Wergeles and Associates LLC
Co-Presenter: Colleen Meeker, manager, Market and Competitive Intelligence Services, Ernst and Young
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Thursday, April 17, 09:45 AM-10:45 AM
Improve CI Effectiveness Through Internal Networks and CI Communities, Critical Skills
Dale Fehringer, owner, Inkwell Productions
Co-Presenter: Melanie Wing, Director of Category Insights, Whirlpool Corporation
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Thursday, April 17, 09:45 AM-10:45 AM
Open Innovation Machine: Through Rapid Technology Intelligence Processes, CI Offense
Paul Frey, president and CEO, Search Technology, Inc.
Co-Presenter: Nils Newman, director, new business development, Search Technology, Inc.
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Thursday, April 17, 09:45 AM-10:45 AM
Situational Early Warning, CI Defense
Adrian Alvarez, founding partner, Midas Consulting
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Thursday, April 17, 09:45 AM-10:45 AM
Theranostics: Use of Diagnostics to Facilitate Drug Development Enabling Personalized Medicine, Critical Skills
Barbara Gilmore-Halliwell, market research analyst, KAI Pharmaceuticals
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Thursday, April 17, 11:00 AM-12:00 PM
Accept the China Challenge, CI Offense
David Dechant, president, Vision Quest Intelligence, LLC
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Thursday, April 17, 11:00 AM-12:00 PM
Anticipate Your Competitive Intelligence Landscape Using an Early Warning Process: Three Case Studies, Scholarly Research and Innovation
Alessandro Comai, associate professor, University of Pompeu Fabra
Co-Presenter: Joaquin Tena, associate professor, University of Pompeu Fabra
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Thursday, April 17, 11:00 AM-12:00 PM
Collaboration and Coordination of CI through Development of Technology Tools, Professional Effectiveness
Kelsey Hare, market intelligence manager, Principal Financial Group
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Thursday, April 17, 11:00 AM-12:00 PM
Competitive Financial Intelligence: Essential Skill, Often Omitted, Critical Skills
David Rogers, principal, David C. D. Rogers Associates LLC
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Thursday, April 17, 11:00 AM-12:00 PM
How Can I Leverage Sales Skills to Advance CI and My Career?, Active Dialog
Todd Welda, senior manager/cleaning category, Whirlpool Corporation
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Thursday, April 17, 11:00 AM-12:00 PM
Selecting, Engaging, and Enhancing In-House Analysts, Professional Effectiveness
Craig Fleisher, Windsor Research Leadership chair and professor of management, University of Windsor
Co-Presenter: Sheila Wright, principal lecturer, De Montfort University
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Thursday, April 17, 11:00 AM-12:00 PM
The Art of Influence: Engaging Senior Leaders As Intelligence Contributors, Active Dialog
Bill Fiora, director of competitive intelligence, Nixon Peabody
Co-Presenter: Melissa Croteau, director of market intelligence, Nixon Peabody
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Thursday, April 17, 11:00 AM-12:00 PM
The Seven Highly Effective Steps to Establishing a Successful CTI Program, CI Defense
Judy Leavitt, market research manager, Rockwell Collins
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Thursday, April 17, 11:00 AM-12:00 PM
Understanding the Value of Public Records Information for CI Research, Critical Skills
Toni Wilson, principal consultant, MarketSmart Research Services
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Thursday, April 17, 1:30 PM-2:30 PM
Demystifying Counterintelligence: What It Is and How To Use It, CI Defense
John Lauria, vice president, operations and co-founder, LCN Consulting, Inc.
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Thursday, April 17, 1:30 PM-2:30 PM
Fine-Tune Your Radar: Discover Growth Opportunities Hidden in CI, Professional Effectiveness
Seena Sharp, principal, Sharp Market Intelligence
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Thursday, April 17, 1:30 PM-2:30 PM
In Need of Appropriate Theory: What Is the Discipline of CI?, Scholarly Research and Innovation
France Bouthillier, director, School of Information Studies, McGill University
Co-Presenter: Andrew Dillon, dean, School of Information, University of Texas in Austin
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Thursday, April 17, 1:30 PM-2:30 PM
Intel Corporation: Effective MI Team Dynamics, Professional Effectiveness
KaSandra Husar, materials market intelligence manager, Intel Corporation
Co-Presenter: Jason Gad, materials market intelligence senior strategist, Intel Corporation
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Thursday, April 17, 1:30 PM-2:30 PM
Intellectual Property: Leveraging the Knowledge Within, CI Offense
Lakshmikant Goenka, director, Dolcera
Co-Presenter: Samir Raiyani, CEO, Dolcera
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Thursday, April 17, 1:30 PM-2:30 PM
Low-Cost Collection Options, Active Dialog
Fred Wergeles, principal, Fred Wergeles & Associates LLC
Co-Presenter: Marv Goldstein, director of research and analysis, ESI International
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Thursday, April 17, 1:30 PM-2:30 PM
Using Business War Gaming for Competitive Advantage, Active Dialog
Jay Kurtz, president, KappaWest
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Thursday, April 17, 2:45 PM-3:45 PM
Career Management, Active Dialog
Marta Weber, Principal, Applied Behavioral Sciences
Co-Presenter: Kathrine Hayes, President, Eyeonit, Ltd.
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Thursday, April 17, 2:45 PM-3:45 PM
Counter CI officer's experience, CI Defense
Bill DeGenaro, Private Investigator, DeGenaro and Associates
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Thursday, April 17, 2:45 PM-3:45 PM
Project Management: Using CI Consultants for Maximum Effectiveness, Professional Effectiveness
Kim Burkhardt, managing director, Burkhardt Research Services
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Thursday, April 17, 2:45 PM-3:45 PM
Quantifying Patent Value, Critical Skills
Barry Brager, managing partner, Perception Partners
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Thursday, April 17, 2:45 PM-3:45 PM
Use of Knowledge Mapping to Track Patterns of CI Research, Scholarly Research and Innovation
Richard Klavans, academic consultant, SciTech Strategies, Inc.
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Thursday, April 17, 4:00 PM-5:00 PM
Competitive Manufacturing Cost and Profitability Analysis — A Global Perspective, CI Defense
Dilip Chandwani, vice president, manufacturing and supply chain, Kline and Company, Inc.
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Thursday, April 17, 4:00 PM-5:00 PM
Establishing a Global CI Function That Delivers Impact and Relevant Content, Professional Effectiveness
Noam Sahbti, director of business intelligence and strategic planning, MAG Industrial Automation Systems
Co-Presenter: Jouko Virtanen, president, Novintel Inc.
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Thursday, April 17, 4:00 PM-5:00 PM
Using Geographic Information Systems for CI, Critical Skills
Neal Ochsner, president, Ochsner Consulting Group
Co-Presenter: Roberta Brody, professor, Graduate School of Library & Information Studies, Queens College of the City University of New York
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