Metis Strategy

* Kim’s purview at Lenovo, which includes leading the data center infrastructure segment, the high-performance computing and artificial intelligence segment, the software-defined infrastructure segment, and the IoT segment * The three things boards and CEOs expect from their CIO, which are (1) to reimagine and define the customer experience, (2) extreme productivity, and (3) that they invent and deliver new products and services * The values of having worked in technology-centric organizations and the advantages of having been both a buyer and a seller of technology, including being able to work with more knowledgeable customers * The diversity of Lenovo, where the company’s top 25 executives represent 16 different nationalities, and a great many women hold executive leadership positions * The benefits of Fu Pan, Lenovo’s unique take on the post-mortem analysis, which focuses on what went right and how to replicate it rather than what went wrong and how to avoid it * Kim’s experience on corporate boards, and her belief that the end-to-end visibility and well-rounded set of experiences make technologists increasingly attractive for board membership * Kim’s thoughts on the state of women in technology, including her belief that there are more than enough qualified women, but the challenge is that people recruit from their own network, which is often limited * Eye on the Trends: private cloud, containers, micro-services, and 5G Kim is the Senior Vice President and General Manager of Data Center Infrastructure at Lenovo, a multinational technology giant with $45 billion in revenue. In this role, Kim leads Lenovo’s data center infrastructure segment, high-performance computing and artificial intelligence segment, software-defined infrastructure segment, and the new IoT segment. Prior to joining Lenovo, Kim was Chief Operating Officer of the Client, IoT, and Systems Architecture Group at Intel. Before that, she held several other senior executive positions at Intel including Corporate Vice President and CIO, and Vice President and General Manager of IT Operations and Services before that. Prior to joining Intel, Kim was Vice President and General Manager at Hewlett Packard Enterprise where she served customers in the Communications, Media and Entertainment industry. Before HPE, Kim was a Vice President at EDS. Kim spent the first two decades of her career at IBM. Kim received a Bachelor of Science in Accounting and Business Management from Northeastern University, and an MBA from Cornell University. Kim is a member of the board of directors for Boston Private, and previously sat on the boards of Cloudera, Riverbed Technology, among other companies.  

* How GM has evolved over the years that Randy has spent as CIO including switching from an outsourced IT workforce to an entirely insourced one by hiring thousands of new IT employees, consolidating data center operations into two enterprise data centers, and expanding the footprint towards new talent by creating four innovation centers. * Randy’s perspective on how GM has been able to cut costs by providing automation for manual processes and the importance of taking advantages of new technologies. * How GM’s IT team has been able to innovate including delivering new products and services driven by technology by creating a mobile center for customers, and developing a private cloud to increase efficiency. * An overview of GM’s organizational structure, which is a centralized organization with both a vertical executives that have teams and report up the line and horizontal executives that support the vertical executives. * Randy’s take on GM’s recruiting successes and pitch which is made successful by having a large footprint and ability to reach a large audience of college graduates, giving graduates the ability to pick which innovation center to work for, and having a reputation of being a successful company that gives them a lot of choice and opportunity. * Randy’s perspective on driverless cars and how the company has been working on Cruise Automation. * Randy’s advice to boards of smaller companies including increasing the use of direct reports of global CIO’s due to their amount of talent and exposure to what is happening across a broad technology. * Randy’s advice to CIO’s looking to be on a board of an external company as well as his advice to CEO’s who are hesitant to allow CIO’s of that opportunity to be more progressive as it is a win-win situation. * Randy’s emphasis on the application of new technology and the importance of evaluating the advancements of technology annually in a period of time where failure to innovate will result in major losses. Randy is the Senior Vice President of Global Information Technology and Chief Information Officer of General Motors, a Fortune 10 company with revenues exceeding $145 billion. As CIO, Randy is responsible for the global IT strategy and all the IT assets, and serves as a member of the executive leadership team. Since becoming CIO in 2012, Randy has lead a major transformation which has dramatically changed the company’s approach to IT. Prior to joining General Motors, Randy served as the Executive Vice President and CIO of HP. Before joining HP, Randy spent six years at Dell where he was Senior Vice President and CIO. Earlier in his career, Randy spent 22 years at Walmart where he held many positions, eventually working his way up to Senior Vice President and Chief Information Officer. Randy received his Bachelor of Science in Mathematics from The University of Arkansas, Fayetteville. Randy serves on the Board of Directors for Dun & Bradstreet.

* An overview of Transmit Security and its goal of building a cross-channel identity platform that is designed to simplify, accelerate, and reduce the cost of identity-related projects * The advantages to self-funding Transmit Security, including the strong drive and motivation to succeed that it instills * An overview of the cybersecurity landscape, which includes network security, endpoint security, and identity * The rationale behind starting Transmit Security – Mickey and Rakesh already founded companies in network security and endpoint security, so identity was the logical next step * How Transmit Security is able to stay ahead of the competition by working closely with its customers and having a flexible, scalable platform that allows them to build capabilities extremely quickly * The main criteria Mickey looks at when investing in startups, which is personal interest Mickey is the Co-Founder and CEO of Transmit Security, a cybersecurity startup focused on building a cross-channel identity platform designed to simplify, accelerate, and reduce the cost of identity-related projects for large enterprises. Along with his Co-Founder and company President, Rakesh Loonkar, Mickey has positioned the self-funded company as a go-to security solution for enterprise. Prior to founding Transmit Security, Mickey was the Founder and CEO of Trusteer, which was acquired in 2013 by IBM for $1 billion. Before founding Trusteer, Mickey was co-founder of Imperva, now a leader in web and database security. Mickey has successfully invested in various cybersecurity startups including Skyfence, Aorato, Hyperwise, and Lacoon Security, among several others. Mickey holds board seats at several companies he has invested in. Mickey received his Masters of Science in Computer Engineering from the Israel Institute of Technology (Technion), and his MBA from Ben Gurion University.  

* 7-Eleven’s multi-year journey to become a digitally-enabled organization, including Gurmeet’s “full stack transformation” approach which encompasses consumer-facing technology, back-end technology, infrastructure, and the organizational stack * How digital is a strategic pillar at 7-Eleven, mandated directly by the CEO * The critical importance of technical talent to 7-Eleven’s future, and Gurmeet’s strategy for attracting top talent – such as highlighting his credibility as a leader and telling a compelling story * The ways in which Gurmeet is redefining convenience with software, such as the recognition that the closest store to a customer is the phone in their pocket, and 7-Eleven’s use of APIs and new interfaces to create delightful experiences * The expansion of 7-Eleven’s loyalty program from its initial focus on beverages to as a full-fledged loyalty offering that is available on mobile, web, digital loyalty card, and even chatbot * 7-Eleven’s approach to experimenting with emerging technologies, including their distinction between technologies that are ready to scale and technologies that are still in the proof of concept phase, a new R&D center, and a CTO function that reports to Gurmeet Gurmeet is the Senior Vice President, Chief Digital Officer, and Chief Information Officer of 7-Eleven. As Chief Digital and Information Officer, Gurmeet leads 7-Eleven’s full stack digital and technology transformation, and is responsible for digital product management, big data, digital user experience, digital partnerships, digital marketing, digital technology, enterprise technology, and R&D. Prior to 7-Eleven, Gurmeet was Head of Direct to Consumer Auto Finance at Capital One where he grew the digital consumer tripled the revenue of the business in less than two years. Before Capital One, Gurmeet led product marketing at Intuit as a Director. Before Intuit, Gurmeet was a Managing Director at FedEx. Gurmeet began his career as a consultant with McKinsey & Company. Gurmeet received a Bachelor of Technology from the Indian Institute of Technology, Kanpur, his Masters of Science in Engineering from Texas A&M University, and his PhD in Engineering from Rice University.  

* An overview of Elsevier’s business, including its focus on the legal field, the academic and health research fields, the business risk and financial fields, and their exhibitions business * Dan’s responsibilities as CTO, which include customer-facing responsibilities such as overseeing product development, as well as more traditional responsibilities such as applying technology to internal efficiency as well as revenue generation * Dan’s perspective on our rapidly accelerating digital world and the emerging symbiotic era, where intelligent conversational interfaces, mixed reality, and other technologies essentially eliminate the boundary between man and machine * The implications of machine learning at Elsevier, such as how it has enabled the creation of a new generation of products that move beyond providing static information and in to real-time recommendation and decision support * Dan’s perspective on the human element of AI, such as the idea that the human-machine system becomes greater than the sum of its parts, how digital intelligence can augment human decision making, and how Elsevier creates cross-functional teams with the necessary skills * How Dan’s background in agile development prepared him for his current customer-facing responsibilities, and his belief that customers must be embedded in the development process * How Dan aligns the fast moving R&D function with the broader, more traditional organizational strategy Dan is the Chief Technology Officer and Executive Vice President of Product Development at Elsevier, the 138 year old, $3.3 billion publisher which is now the science, technology, and healthcare division of RELX Group. As CTO, Dan is responsible for traditional IT, as well as evolving the company’s products in support of its transformation from a traditional print-based business to a digital solutions provider. Before joining Elsevier, Dan was the Chief Technology Officer of Reed Business Information (formerly Reed Elsevier), a sister company within RELX Group. Dan joined Reed Business Information as the United Kingdom Chief Technology Officer and later became Global Chief Information Officer. Prior to joining RELX Group, Dan held technology and product development leadership roles with GM Financial, Wunderman Cato Johnson, and IBM, as well as a number  of UK and international software organizations. Dan was one of TechRepublic’s ‘The top 50 CIOs”, and was inducted into the CIO hall of fame in 2017.

* Stephen’s transition from Symantec to Google/Alphabet, including how his original role as Entrepreneur-in-Residence at GV led to his work with their moonshot factory, X * X’s process for identifying which moonshots to pursue, which include (1) addressing a huge problem, (2) employing a radical solution, and (3) using relatively feasible technology * Stephen’s ambition to work on an ambitious enterprise security project, and how that led to a cybersecurity project within X that resulted in Chronicle * A high level overview of Chronicle, which will offer an intelligence and analytics platform to help enterprises manage their own security-related data, and a malware intelligence service * The benefits of being an Alphabet company, including the ability to leverage Google’s infrastructure and machine learning expertise, their ability to attract talent, and the credibility they have with potential customers * Stephen’s diverse career and how that prepared him to be a CEO, such as honing the ability to see things from a holistic perspective, which is one of the advantages IT has over many other functions within an organization * Stephen’s perspective on digital, having been one of the first executive to carry the digital title, such as how digital can be applied to internal operations as well as to the customer experience Stephen is the co-founder and CEO of Chronicle, a cybersecurity company born out of Alphabet’s Moonshot factory X (formerly Google X) that aims to “10X the speed and impact of security teams by making it easier, faster, and more cost-effective for them to capture and analyze security signals that have previously been too difficult and expensive to find.” As CEO, Stephen is building the team, setting the vision and strategy, and developing relationships with potential customers. Prior to founding Chronicle, Stephen was a senior leader and advisor at X. While at X, Stephen explored the potential for a cybersecurity moonshot and developed the concept for Chronicle. Stephen’s collaboration with X grew out of his position as Executive in Residence at GV (formerly Google Ventures), where he was a resource and mentor to the entrepreneurs of the fund’s portfolio companies. Prior to joining Alphabet, Stephen was the Chief Operating Officer of Symantec. Prior to Symantec, Stephen was the President of Digital, Marketing, and Operations at Best Buy. Before Best Buy, Stephen was the Chief Information Officer and GM of Digital Ventures at Starbucks. Prior to Starbucks, Stephen held a number of IT leadership roles at Corbis, Yahoo!, CNET and Sun Microsystems. Stephen received a Bachelor of Science in Political Science from the University of Oregon, and an MBA from San Francisco State University.

* Pawan’s diverse role as Global CIO/CTO, which encompasses overseeing Foot Locker’s global technology function, the digital supply chain, digital marketing and the customer experience across physical and digital touchpoints, and driving loyalty * How Foot Locker uses customer journey mapping to activate strong signals and amplify weak signals to better understand the rapidly changing expectations of their customers * Why machine learning and data analytics is playing an increasingly important role in enabling rapid decision making, and the ways in which the technical team of data scientists collaborates with the business * The three foundational elements of Foot Locker’s customer loyalty strategy, which include (1) engage and earn, (2) redeem, and (3) freshness * The customer-facing aspects of Pawan’s responsibilities, and how having end-to-end visibility enables him to find synergies, respond to customers more quickly, and serve them in a more meaningful way * Eye on the Trends: artificial intelligence, blockchain, experiential commerce, connectivity and networks Pawan is the Executive Vice President and Global Chief Information and Technology Officer of Foot Locker, the $7.7 billion footwear retailer with 3,310 stores in 24 countries.   As CIO and CTO, Pawan oversees the global information technology functions and infrastructure, and provide leadership and vision to align technology with strategic business initiatives. He is also responsible for digital marketing and the customer experience across touchpoints, optimizing the supply chain to meet changing customer expectations, and creating memorable experiences that promote customer loyalty. Prior to joining Foot Locker, Pawan was Vice President of Digital and Marketing Technologies and Services Platforms at Target, where he led the eCommerce, Mobility, Cloud and API Platform teams. Before Target, Pawan spent a decade at Verizon Wireless, most recently as Senior Director of Architecture and Product Engineering. Pawan received a Master’s of Science in Software Engineering and Computer Applications from the Government College of Engineering, Aurangabad, and an MBA in Strategy and Management Information Systems from Kent State University’s Graduate School of Management.  

* An overview of Magellan’s business, including its two primary growth platforms: healthcare and pharmacy benefits management * Magellan’s Massive Transformative Purpose of “Leading humanity to healthy, vibrant lives,” and how that leads them to unconventional but extremely impactful offerings such as Magellan Complete Care, a first-of-its-kind benefits plan aimed at the seriously mentally ill in Florida, or managing specialty care * How Srini leverages innovative organizational techniques and emerging technologies to compete with larger healthcare companies, a concept he calls Exponential IT. Some examples of this include leveraging cloud services instead of building solutions in-house, adopting platforms its employees were already familiar with such as Workplace by Facebook to reduce training needs and facilitate adoption, and building solutions for tomorrow’s technology like 5G, instead of yesterday’s technology * How operating in a high-touch industry that requires the company to be empathetic and sensitive to the needs of its customers has shaped its approach to digital * The unique perspective on technology that Srini has developed over his career, which includes both time at large companies like IBM, Hewlett Packard, Nationwide, as well as entrepreneurial experience as CEO of a startup Srini is Chief Technology Officer and Chief Information Officer of Magellan Health, a $3.75 billion managed healthcare company with the Massive Transformative Purpose of leading humanity to healthy, vibrant lives. As CTO/CIO, Srini leads the technology strategy and operations team to deliver innovative technology and data-enhanced products and services that improve patient outcomes. Prior to joining Magellan Health, Srini was the President and CEO of NTT, a startup focused on building multi-sided platforms for digital business. Prior to NTT, Srini spent a short time at Hewlett Packard Enterprise as General Manager and Global Practice Leader of Strategic Enterprise Services. Prior to HPE, Srini was SVP CIO and CTO of Nationwide Insurance where he oversaw an annual IT budget of $1.2 billion. Before Nationwide, Srini spent nearly a decade at IBM Global Services. Srini earned a Bachelor of Science degree in Physics from the University of Madras, a Master’s degree in Computer Science from the University of Bombay, and a Master’s degree in Business Administration from Ohio State University. As a lifelong learner, Srini has also received executive education on systems thinking and design thinking from Stanford University’s d.school, and clean energy and innovation from MIT’s Sloan School of Management. Srini has also completed the Executive Program at Singularity University.  

Among other topics, Anil discussed the following with Metis Strategy: * Anil’s plans after he retires from SunTrust, including traveling, continuing to serve on advisory boards for late-stage growth startups, continuing to consult and advise companies, and pursuing a board position at a public company * How Anil came to advise growth-stage startups by developing relations during his tenure as CIO, and the ways in which startups benefit from a CIOs perspective, such as on the topics of attracting talent and pursuing revenue opportunities * How Anil addressed SunTrust’s fragmented approach to digital by hiring business segment CTOs, a Chief Data Officer, and an enterprise-level Chief Digital Officer, all of which reported to him as CIO * The siloed state SunTrust’s technology group was in when Anil joined, and how Anil broke those silos down over the course of a six-year transformation that implemented a new operating model to drive alignment, cost transparency, and strategic investment decisions * The advantages Anil sees to having been a consultant earlier in his career, including gaining experience in driving change management and business alignment, as well as working closely with the leadership team at SunTrust * SunTrust’s transition from an innovation strategy of ad hoc hackathons and collaborative office hours to a comprehensive framework that leveraged an agile way of working, a DevOps mindset, and new technologies like the cloud and AI Anil is the former Corporate Executive Vice President and Chief Information Officer of SunTrust Bank, having retired in March 2018 after six years with the company. While at SunTrust, Anil led a transformation effort that saw the consolidation of the company’s digital efforts, as well as the implementation of a new operating model to align IT to the business. Prior to joining SunTrust as CIO, Anil had a long career in consulting. Anil spent over nine years as a Partner at IBM, and spent fifteen years at PWC prior to that. Anil sits on the advisory board of several growth-stage startups including Fenergo, Mirantis, Skytap, and Tricentis. Anil earned a Bachelor of Science degree in Electrical and Electronic Engineering from the Imperial College London, as well as a Masters of Science in Management Science and a Masters of Philosophy in Management Science, both from the Imperial College Business School.  

Among other topics, Vince discussed the following issues with Metis Strategy: * How United Technologies approaches IT and digital in a way that maximizes synergies * How IT and digital are organized and governed within the organization * How United Technologies manages offensive and defensive capabilities * How United Technologies organizes its innovation functions into United Technologies Digital and United Technologies Research Center * United Technologies Digital Accelerator in Dumbo Brooklyn, how priorities are set, and the unique processes they employ * Vince’s perspective on the advantages of companies operating at scale, versus the advantages of a digitally native organization * How United Technologies manages cybersecurity risk as an increasing number of its products are connected to the IoT Vince is the Senior Vice President, Digital and Chief Information Officer of United Technologies Corp. (UTC), an industrial conglomerate and military contractor with over $57 billion in revenue. Since joining UTC in June of 2016, Vince has been responsible for the strategic direction of the company’s global IT operations, including the continued implementation of UTC’s digital strategies, and identifying opportunities that harness and leverage data to create value for customers and increase UTC’s operational efficiency. Prior to joining UTC, Vince held a number of executive positions as General Electric, including most recently as Chief Operating Officer for GE Digital. Prior to the COO role, Vince was the General Manager, Cloud Services & CIO of GE Digital. Before GE Digital, Vince spent time as both the CIO & Lean Leader and CIO & Quality Leader of GE Power. Prior to GE Power, Vince was the CIO of GE Corporate. Vince earned a Bachelor of Science in Information Systems and Marketing from the State University of New York at Albany    

Former FCC CIO David Bray discusses his work as Executive Director of the People-Centered Internet, a non-profit he co-founded with internet pioneer Vint Cerf to foster global connectivity. An exponential change agent, David also shared his thoughts on why engineers are not well equipped to recognize the unintended consequences of technology, and the growing challenges we face as a society as the pace of technological progress accelerates.

Among other topics, Barry discussed the following issues with Metis Strategy: * Industry 4.0 as the digitization of the manufacturing sector * The core technology trends that are enabling Industry 4.0, such as connectivity and computational power, intelligence, human/machine interactions, and digital/physical conversions * Barry’s timescale for the adoption of Industry 4.0 technologies amongst large enterprises * The degree to which established manufacturing companies understand and are responding to the threats and opportunities presented by Industry 4.0 * How Lightspeed, as a theme-oriented venture firm, approaches investing in the Industry 4.0 space * How Lightspeed investigates technology themes and their applicability across sectors and industries * How Barry thinks about the security implications of new technologies such as IoT * The differentiating factors Barry looks for when making an investment, such as the management team and core technologies * The genesis of Lightspeed Ventures, which Barry founded in 1999 * How the partners divide up themes and determine where each will focus Barry is a Managing Partner at Lightspeed Venture Partners, an early stage venture capital firm he co-founded in 2000 which focuses on disruptive trends in the enterprise and consumer sectors. At Lightspeed, Barry focuses on analytic platforms, cloud, IoT, networking, and emerging infrastructure. Barry currently sits on the Board of Directors of a variety of companies including Avi Networks, MapR Technology, Wearable Intelligence, and Mosaixsoft. Prior to founding Lightspeed Venture Partners, Barry was Director of Business Development at Cisco Systems, where he developed Cisco’s initial M&A program and led many of their early acquisitions and integrations. Barry received a Bachelor of Arts degree in Economics from the University of California, Los Angeles, and an MBA from Stanford University’s Graduate School of Business.  

Among other topics, Vint discussed the following issues with Metis Strategy: * Vint’s early work pioneering what would become the internet, including his time at UCLA, Stanford, and DAPRA * Early milestones that hinted at the vast implications of/commercialization potential for the internet, such as networked electronic mail, document production and sharing, hyperlinking, web browser, and eventually, the iPhone * The internet as the common thread unifying Vint’s work across his many spheres of influence, such as academia, the public sector, the private sector, and not-for-profits * Vint’s role as Google’s Chief Internet Evangelist, where he works with developing economies to create the conditions for internet infrastructure to be built * The unintended consequences of the global infrastructure that is the internet, such as misinformation and spam, and why international policy collaboration is a necessary part of the solution * Vint’s work as Chairman of the People Centered Internet (PCI), which focuses on materially improving the value of the internet to the growing, connected population. For example, PCI may ensure information is available in local languages, or promote services that improve economic stability, safety, or health. * How recent natural disasters such as the California wildfires and hurricanes in the Caribbean have led PCI’s to also focus on the role of internet infrastructure in disaster relief * The double-edged sword of technology, and the responsibility that engineers have to consider the ethical implications of the technology they are developing * Eye on the trends: cyber-physical systems, making IoT ecosystem a safe and trusted environment Widely known as one of the “Fathers of the Internet,” Vint is the co-designer of the TCP/IP protocol and the architecture of the Internet. Vint was instrumental in the formation of ICANN, and served as Chairman from 2000 through 2007. Vint was also the founding president of the Internet Society, and served in executive positions at MCI, the Corporation for National Research Initiatives, and the Defense Advanced Research Projects Agency. Vint is currently Google’s Chief Internet Evangelist, a flexible role that allows him to support the development and continued spread of the Internet, as well as the Chairman of the People-Centered Internet (PCI), an organization he co-founded to ensure that internet access brings measurable benefits to the world. Vint has received numerous awards for his contributions to the Internet, including the US Presidential Medal of Freedom (awarded by President Clinton), US National Medal of Technology (awarded by President Bush), the Queen Elizabeth Prize for Engineering, the ACM Turing Award, the Prince of Asturias Award, the Charles Stark Draper award, Officer of the Legion d’Honneur, among many others. Vint has received honorary degrees from 29 academic institutions around the world. Vint received a Bachelor of Science in Mathematics from Stanford University, a Master of Science degree and Ph.D. Computer Science from UCLA.

Among other topics, Naresh discussed the following issues with Metis Strategy: * The way in which Naresh approached separating HP into HP Inc. and HP Enterprise, including the process he used to define the scope and the five-year roadmap he implemented to transform the company’s focus from hardware transactions to software contracts. * The IT changes necessary to complete in the on-demand technology economy, such as moving from systems of record to systems of engagement * How they transformed back-office and front-office operations to create a digital experience * How they align IT strategy and the business strategy, and the process for developing business cases for where to invest * Focus areas for HP Inc. going forward * How they re-engineered the CRM system to transform the customer experience Naresh is the Chief Information Officer of HP, Inc., a $52 billion company focused on printing, personal systems, and 3D additive manufacturing, which some refer to as the founding company of Silicon Valley. As CIO, Naresh leads HP global IT strategy and operations, and is responsible for application development, data management, technology infrastructure, cyber and product security, data center operations, and telecommunication networks. Prior to becoming CIO of HP, Naresh was the CIO of HP’s Printing and Personal Systems Group. Prior to HP, he was the CIO of Palm Computing Inc. Earlier in his career, Naresh held various IT leadership roles at Agilent Technologies and HP’s Medical Products Group. Naresh earned a Bachelor of Science degree in Computer Science and an MBA, both from the Illinois Institute of Technology in Chicago.

Among other topics, Brad discussed the following issues with Metis Strategy: * An overview of PayPal’s business, as well as Brad’s purview as CIO * PayPal’s transformation into a more customer-centric company, such as giving customers more choices of funding vehicles * How PayPal has successfully navigated the shift to mobile, resulting in a 50 percent increase in mobile payment volume in 2017 * The top priorities that Brad is focused on, including security, stability, strategically enabling the company’s business strategy, and improving the company’s ability to effectively collaborate * Brad’s experience going from Bank of America, a traditional finance organization, to PayPal, one of the first digitally native companies in the finance space * Brad’s career path, including his path from engineer to finance industry to technology executive * Eye on the Trends: financial inclusion of the over 2 billion people globally without financial services, AI/ML/process robotics Brad is the CIO of PayPal, a Fortune 300 company that is transforming the world of global payments, commerce, and how individuals access financial services. As CIO, Brad is responsible for contributing to PayPal’s ten year revenue growth rate, leading the transformation of technology functions for PayPal’s global operations, and transforming how technology can enable a large global workforce to operate with the speed and flexibility of a startup. Brad also led PayPal’s IT separation from eBay, successfully completing the effort in less than 9 months despite outside expert estimates of two years. Brad leads a team of over 1,400 in providing both IT functions and product development for operations that support a global enterprise operating in over 200 markets, 24 languages, and 65 locations. Prior to PayPal, Brad held several senior executive roles at Bank of America, including leading the Next Generation Payments and Commerce team. Prior to Bank of America, Brad led the creation of a new rewards platform at JP Morgan Chase that has delivered innovative new credit card products propelling growth. Brad’s early career spanned a wide range of strategy and financial roles including M&A work, turnarounds, and strategic planning roles. Brad received a Bachelor of Science degree in Mechanical Engineering from Purdue University, as well as an MBA from Purdue’s Krannert School of Management. Brad holds several patents, is a frequent speaker at business and technology forums, and has authored numerous articles on innovation. In 2018, Brad joined the Board of Elevate. I recently caught up with Brad by phone from his office in San Jose, California, and our conversation covered World Class IT Principle Three, Product and Portfolio Management, as Brad discussed how he prioritizes initiatives across the themes of security, stability, and strategic initiatives to enable the company’s business strategy; and Principle Five, External Partnerships, as Brad shared how he collaborates with customers to create a tight feedback loop for product improvements. We also discussed PayPal’s successful transition to mobile, Brad’s career path, among other topics.