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IT Leadership and the Role the CIO 
Plays Across the Entire Organization 
Strategy, Change and Success
Session Agenda 
230-240pm: Brief introductions from each panelist 
- Who, What, Where, How 
240-315pm: Moderated discussion 
315-330pm: Questions from the audience
Moderator 
Douglas Hegley 
Director of Media & Technology 
Minneapolis Institute of Arts 
@dhegley 
https://www.linkedin.com/in/douglashegley
Panelist 
Tim Dokken 
VP Technology Delivery, 
Transactions and Compliance 
Merrill Corporation 
www.merrillcorp.com 
www.linkedin.com/in/timdokken/
Panelist 
John B Fraser 
CTO for Lifesprk 
President of Core 
@johnbfraser 
www.linkedin.com/in/johnbfraser
Panelist 
Rich Valerga 
Chief Information Officer 
Minneapolis Public Schools 
@mps_cio 
www.linkedin.com/pub/rich-valerga/3/b28/157
What is the primary role of the CIO 
in your organization? 
• Reports to? 
• Range of responsibilities?
Where does the CIO make 
strategic impact? 
• How does the CIO align business strategy 
to execution and results? 
• Who are your peers? CEO/CFO/CMO/COO? 
• Is the role of the CIO to lead or to follow?
What is the most significant change in 
the role of CIO that you have seen in 
the past decade? 
• Current top priority? 
• Different than a few years ago? How?
History of the CIO Role in 
Service Based Companies 
© 2014 Lifesprk 
1970-1980’s 
• Finance had the first 
need for automated 
data processing 
• CFO had a data 
processor reporting 
to them 
• Toes in technology 
1980-1990’s 
• Complex systems still 
mostly finance 
• Advent of internet 
and e-mail 
• CFO has an IT 
Manager 
• IT role expands into 
operations 
1990-2000’s 
• Everyone has a 
computer at their 
desk 
• Director of IT as IT 
staff needs increase 
• Still typically left 
under finance or 
operations 
2000-2010’s 
• CIOs with varying degrees of 
authority and responsibility 
• Technology at core of service delivery 
• CIOs wear many hats 
• Vendor management 
• Performance management 
• Internal and external customer 
service 
• And more …
Changes since 2004 
• Every employee is connected, always 
• Cloud Vendors and the balance of privacy / agility 
• BYOD 
• Fully integrated solutions are expected 
– elimination of data entry 
• Technology can drive revenue and business 
development 
• IT managers and CFOs don’t make effective CIO’s 
(despite our desire to think so) 
• Outsourcing for a “real” CIO might be wise 
© 2014 Lifesprk – John Fraser
Managing information versus 
optimizing information? 
• Is there a difference? 
• Why does it matter?
Is technology a cost center or a 
strategic business partner? 
• How does this manifest itself in 
your organization?
How can a CIO balance core IT needs 
with big, strategic objectives? 
• How do you justify the investment in IT? 
• How can a CIO stay on top of both needs 
at the same time?
What are the challenges of being 
responsible for the performance of workers 
who are not onsite? 
• How does a CIO provide strategic 
leadership to a distributed workforce?
BYOD: should we be scared? 
• Actively support, tolerate, or deny? 
• What controls need to be in place?
What keeps you up at night?
Questions from the Audience
Thank you! 
Slides available online: 
http://www.slideshare.net/dhegley

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Role of the CIO Across Organizations

  • 1. IT Leadership and the Role the CIO Plays Across the Entire Organization Strategy, Change and Success
  • 2. Session Agenda 230-240pm: Brief introductions from each panelist - Who, What, Where, How 240-315pm: Moderated discussion 315-330pm: Questions from the audience
  • 3. Moderator Douglas Hegley Director of Media & Technology Minneapolis Institute of Arts @dhegley https://www.linkedin.com/in/douglashegley
  • 4. Panelist Tim Dokken VP Technology Delivery, Transactions and Compliance Merrill Corporation www.merrillcorp.com www.linkedin.com/in/timdokken/
  • 5. Panelist John B Fraser CTO for Lifesprk President of Core @johnbfraser www.linkedin.com/in/johnbfraser
  • 6. Panelist Rich Valerga Chief Information Officer Minneapolis Public Schools @mps_cio www.linkedin.com/pub/rich-valerga/3/b28/157
  • 7. What is the primary role of the CIO in your organization? • Reports to? • Range of responsibilities?
  • 8. Where does the CIO make strategic impact? • How does the CIO align business strategy to execution and results? • Who are your peers? CEO/CFO/CMO/COO? • Is the role of the CIO to lead or to follow?
  • 9. What is the most significant change in the role of CIO that you have seen in the past decade? • Current top priority? • Different than a few years ago? How?
  • 10. History of the CIO Role in Service Based Companies © 2014 Lifesprk 1970-1980’s • Finance had the first need for automated data processing • CFO had a data processor reporting to them • Toes in technology 1980-1990’s • Complex systems still mostly finance • Advent of internet and e-mail • CFO has an IT Manager • IT role expands into operations 1990-2000’s • Everyone has a computer at their desk • Director of IT as IT staff needs increase • Still typically left under finance or operations 2000-2010’s • CIOs with varying degrees of authority and responsibility • Technology at core of service delivery • CIOs wear many hats • Vendor management • Performance management • Internal and external customer service • And more …
  • 11. Changes since 2004 • Every employee is connected, always • Cloud Vendors and the balance of privacy / agility • BYOD • Fully integrated solutions are expected – elimination of data entry • Technology can drive revenue and business development • IT managers and CFOs don’t make effective CIO’s (despite our desire to think so) • Outsourcing for a “real” CIO might be wise © 2014 Lifesprk – John Fraser
  • 12. Managing information versus optimizing information? • Is there a difference? • Why does it matter?
  • 13. Is technology a cost center or a strategic business partner? • How does this manifest itself in your organization?
  • 14. How can a CIO balance core IT needs with big, strategic objectives? • How do you justify the investment in IT? • How can a CIO stay on top of both needs at the same time?
  • 15. What are the challenges of being responsible for the performance of workers who are not onsite? • How does a CIO provide strategic leadership to a distributed workforce?
  • 16. BYOD: should we be scared? • Actively support, tolerate, or deny? • What controls need to be in place?
  • 17. What keeps you up at night?
  • 18. Questions from the Audience
  • 19. Thank you! Slides available online: http://www.slideshare.net/dhegley