Final Agenda

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Wednesday September 17, 2003

9:00 am – 4:00 pm

Donald E. Stephens Convention Center - Room 5

5555 N. River Rd., Rosemont, IL

(Five Minutes from Chicago International Airport)

 

           9:00 – 9:15      Introductions

Customer Relationship Management

        9:15 – 10:30      Presentation. Christopher Fletcher, Vice President and Managing Director, Customer Relationship Management, Aberdeen Group. Recognized as one of the "20 Most Influential Executives in CRM" by CRM Magazine.

      10:30 – 10:45      Break

      10:45 – 11:25      CRM Mini Case Studies.  Scott Morey, Senior Vice President and CIO, Equity Office Properties; Paul Quinn, Senior Vice President and CIO, Duke Realty.

      11:25 – 12:00      Q&A / Open Discussion

      12:00 – 12:45      Lunch

Sarbanes Oxley

        12:45 – 1:45      Sarbanes Oxley Open Roundtable Discussion – What is the role of the CIO/CTO in enforcement; What are the specific obligations for IT; What role does/should technology play; etc.

Business Continuity and Disaster Recovery

           1:45 – 2:00      Business Continuity and Disaster Recovery – Quick Onsite Survey; Do you have plans in place; Who has responsibility for management versus IT continuity planning; Have you used consultants; What are your recovery time lines; What is your budget; etc.

           2:00 – 2:15      Break

           2:15 – 3:00      Presentation: Greg Ferris, Executive Director Global Business Continuity Planning, Morgan Stanley – Business Continuity Case Study

           3:00 – 3:30      Q&A / Open Discussion

Administrative

           3:30 – 4:00      CIO / CTO Forum Discussion – Format, Location, Date and Agenda for Next Meeting

If you have not already, please RSVP to Carla Ryan at

cryan@constellationllc.com

or (720) 529-3202