Previous Events

April 30th - CIO Roundtable

New Era of the CIO: A Discussion on Business Strategies and Leadership

April 30, 2014 - DoubleTree by Hilton San Diego - Del Mar 

A distinguished panel of San Diego CIOs will be discussing the evolving role of the CIO. The discussion will focus on how the role of the CIO has shifted over the years and how leadership and business strategy fits in. Come learn how business leaders can utilize all the people related to technology within their organizations to help them grow their business.

Both technology professionals and business professionals will find value in this open discussion on the challenges and successes of IT and “the business” striving to strategically work together for better business results.

Moderator – Steve Romeo, Executive Technologist for BREG

Steve Romeo is a leader with a passion for blending innovative technology with business opportunity to achieve exceptional results. Steve’s experience ranges from internal technology leadership to commercializing innovative systems. In his current role, Steve is the Executive Technologist for BREG, a medical device manufacturer located in San Diego. 

Steve is involved with a number of professional organizations, including the CIO Roundtable of San Diego, the Oracle Application User Group, and the Association of IT Professionals. Steve was recognized as one of the first Oracle ACE Directors, a San Diego Technology Executive of the year, a ComputerWorld Premier 100 IT Leader, and a CIO 100 award winner for commercializing mobile applications for healthcare.

Casey Cotton- Chief Technology Officer, Madison Avenue Securities and Asset Marketing Systems

As Chief Technology Officer for Madison Avenue Securities and Asset Marketing Systems, Cotton is responsible for developing the IT strategy and manages all software development and IT infrastructure. He previously served as a technology professional in the Healthcare field. Currently, he is involved with the CIO Roundtable of San Diego and the San Diego Association of IT Professionals. He was named the 2013 Top Tech Exec Honoree for the Private Medium category and will be serving as a Judge for the 2014 awards. 

Dana Di Ferdinando - Chief Information Officer, Intrexon Corporation 

Dana is leading the development of the next generation of Intrexon's proprietary technologies. Most recently, she was CIO at Arena Pharmaceuticals, where she managed all IT functions and oversaw enterprise business technology initiatives and application development efforts at Arena’s U.S., European and Asian locations. Prior to Arena, Dana worked for major consulting and analytics companies Deloitte & Touche and Science Applications International Corporation (SAIC). She holds a B.S. in Computer Science from Rutgers University and an M.S. in Operations Research from Stanford University.

Guillermo Perez - CIO for San Diego Union-Tribune

Guillermo grew up in San Diego, he has over 20 year experience in the IT field which began while serving the in the United States Marine Corps, Marine Corps Recruit Depot – San Diego. Guillermo then went to work for CompUSA, Inc. in several positions but mainly as a Technical Services Manager. He earned his Bachelor of Science in Information Technology from National University in 2004 and has his graduate degree studies in Organizational Leadership also from NU.

After his 4 years in the Marine Corps and 6 years at CompUSA, he joined U-T San Diego (formerly The San Diego Union-Tribune) in February of 2000. Guillermo has held several IT management positions before moving into the Vice President role in 2012. Guillermo is a member or board member of many IT organizations and groups related to the IT field both locally based and national. He also still finds time to participate in any of his 4 children’s extracurricular activities by either volunteering as a board member and/or as a coach in many cases.

Erez Nir - CTO for Mitchell International

Erez Nir is the Chief Technology Officer of Mitchell International. In his role Erez oversees corporate IT functions (engineering, operations, business systems, and support services) as well as Enterprise Architecture, Enterprise Reporting, and IT Enterprise Services across Mitchell's three primary business units—Auto Physical Damage, Auto Casualty Solutions and Workers' Compensation Solutions. Erez previously served as Mitchell's Senior Vice President of Technology. In this role he defined Mitchell's technology vision and underlying roadmap to meet the challenges of the company's customers and its business partners. 

Before joining Mitchell, Erez served as Vice President of Product Management and Marketing of Mobilitec Inc., and Vice President of Information Engineering for San Diego-based Wingcast, a Ford and Qualcomm joint venture. Early in his career he worked at Motorola™ and Nice™ Systems Ltd. in a variety of engineering, operations, and general management positions. Erez holds a BSc in Computer Science from the Technion, Israel's Institute of Technology, and an MBA from the Kellogg School of Management at Northwestern University.

DOUBLE TREE DEL MAR - 11915 El Camino Real, San Diego, CA 92106

5:30-6:00 - Networking

6:00-6:30 - Dinner

6:30-7:30 - Panel Discussion


Members: $35


Students: $25

At The Door


Jan 29, 2014 - Whats Trending In Big Data

What’s trending with Business Intelligence, Business Analytics and all things “Big Data”?

Join us as we learn from these distinguished experts as they discuss trends in Business Intelligence, Business Analytics and all things Big Data.
Today there is so much information and hype about “Big Data” and BI/BA, how can business executives and IT leaders wade through what is reality and what is marketing hype? Come here some of San Diego’s leaders in dealing with Data (whether it is Big or not) and all things surrounding getting the most out of that data for a discussion on what is really being done in the market today and what they see the future holds for BI/BA for the enterprise and for the SMB.
We will also be raffling off up to 4 admission tickets for your choice of 2 great data summits coming to San Diego. some restrictions may apply)

Moderator: – Paul Barsch, Global Services Marketing-TERADATA


  • Ed White -  General Manager, TERADATA Cloud Solutions
  • Dustin Vannoy Director of Business Intelligence at Bridgepoint Education
  • Ben Sullins - Author, Data Geek at Mozilla Corporation

DoubleTree by Hilton San Diego - Del Mar
11915 El Camino Real
San Diego, CA 92130

5:30-6:00 - Networking
6:00-6:30 - Dinner
6:30-7:30 - Panel Discussion

Members: $35
Students: $30

At The Door

Register Now at Eventbrite

Nov 13, 2013 - Practical DR & BC Solutions

Practical DR and Business Continuity Solutions for SMBs and Enterprises

Was held on Wednesday, November 13, 2013 from 7:30 AM to 9:30 AM (PST) at the Marriott La Jolla @ UTC, 4240 La Jolla Village Dr La Jolla, CA 92037

Whether you call it DRaaS or BCaaS, or something else, there is no denying that new technologies have made it easier and more affordable for companies to implement practical Disaster Recovery/Business Continuity (DR/BC) strategies. Come hear these two industry experts discuss the varying solutions and technologies that are giving enterprises and SMBs unprecedented options for their DR/BC implementations.

Our two industry experts, whose bios can be found below, are sure to get your day off to a good start.

Bryan Turbow - CTO & Founder

Bryan Turbow, has over 30 years in enterprise-level network architecture and security.  He founded a wireless networking and LAN integration company that grew into a national IT consulting and systems integrator providing specialized network services to Tier-1 ISPs and Fortune 500 clients.  He deployed the first wireless LAN-based technology with AT&T/NCR in conjunction with the US Marines and the US Navy.  He was responsible for developing, launching and supporting networking products, including integrated secure private network solutions with advanced encryption and security features across 28 datacenters nationwide. Bryan is active in many IT security research communities, Internet and electronic banking standards organizations and also serves as CIO of security consultants Arixmar. 

Dave Shepard - EVP BroadCloud Solutions

During his 20 plus years’ experience in the technology field, David Shepard has been involved in all aspects of IT, including Enterprise Software, Managed Services and Services Outsourcing, Multi-Vendor Support and Professional Services sales and operations. His expertise has been in providing consulting services for companies seeking to improve their Business Continuity programs, providing solutions from within the Disaster Recovery space to meet Business Continuity requirements. Mr. Shepard possesses extensive experience in building sales organizations in global markets (the Americas, Asia Pac and EMEA), and has built and taken DR/BC solutions to market worldwide.  Promoting IT services and capabilities as tools for business, focusing on reducing cost, complexity and increasing velocity to market has been the focus of David’s career.  David has carried the tool bag, managed field services and sales organizations, built/rebuilt businesses and created successful services and sales partnerships worldwide.  He is a USAF veteran and has an MBA from the University of Arizona.

Jun 26, 2013 - Business Intelligence

We heard an expert presentation from Daniel Upton titled "Cutting Edge Business Intelligence Implementation:  Ways to Quickly Deliver Your High Quality Solution".

No longer just for large corporations, Business Intelligence has now become a high priority even for mid-sized firms, who increasingly need to glean insights from their growing operational data in order to remain competitive.  As such, these firms are investing substantially in BI.  Unfortunately, only 30-odd percent of BI Projects succeed in delivering what stakeholders report as being an acceptable amount of business value.   Two leading contributing factors to BI success or failure are...

(1) level of involvement by business stakeholders, and the...

(2) time from project inception to delivery.

Another major issue is Stakeholder Involvement:  We'll explore both the process-oriented and human-oriented factors that distinguish successful vs. failing involvement by stakeholders and how BI implementers can create and maintain the context for success.

Time to Delivery:  What causes long cycle times, and how new Agile best practices can accelerate delivery while upholding solution quality and supportability.  

(1) business requirements and user-acceptance criteria are defined 'just-in-time' vs. too-early, too late or (gasp!) not at all.

(2) 'Just-enough design occurs up front' vs. the 'big-design up front' vs. 'test-driven development', 

(3) Frequent releases based on delivered increments on acceptance-criteria.    

The Event was held at:
Hyatt house
San Diego
10044 Pacific Mesa Blvd.
San Diego, CA 92121
from 5:30 PM to 7:30 PM.

Daniel-Upton    Since 2007, Daniel has owned DecisionLab, an independent consultancy for the technical implementation of data warehouses and business intelligence.  For those   unfamiliar with the term Business Intelligence, it is, in a nutshell, the practice of transforming an organization’s operational data into accessible, reliable insights that support smarter, more fact-based decision making.  In recent years, Daniel has led or contributed to business intelligence and data warehousing implementation at Union Bank, Sempra Energy, Bridgepoint Education, Active Network and Callaway Golf.  Daniel earned his MBA from San Diego State University and his Bachelors Degree from the University of Notre Dame.  He lives in Carlsbad with his wife and two sons.

May 29, 2013 - Mobile Security



Securing Mobile Devices for the Enterprise:

Reality or Myth?

watch video recap from the event:

The explosive growth of mobile devices introduces many challenges for commercial and government organizations, especially as demands increase for mobile computing and end user support across the globe. Consequently, it causes conflict between IT and Information System Security stakeholders as they challenge each other to define the "right" balance between protect and perform.

The San Diego Chapters of AITP, ISACA, and ISSA brought together experts from IT and Security to discuss this complex and controversial topic. The discussion included: BYOD, Hardware protection, Preventing Data Leaks, and most importantly how to avoid Mobile Malware.

We hope you joined us and our panelists to gain a better understanding of the complexity of mobile security. This forum provided a great opportunity to network with other IT and IS professionals.

May 29 Panel

Matt Stamper          -    redIT, VP of Managed Services  

Jeff Chen                 -     ESET Security Evangelist
Charles Koehler      -    Accuvant Solutions Engineer
Paul Smedegaard    -    KPMG Risk Consulting Practice
Sean Yarger             -    GM, Symantec Core Security & Mobility, Security Business Practice.
Joshua Davis            -    Qualcomm Senior Director, Information Security & Risk Management

341 Registered

We had over 340 registered attendees and would like to give special thanks to Qualcomm for hosting this event on Wednesday, May 29th, 5:30pm - 8:30pm at 5775 Morehouse Dr, San Diego, CA 92121.

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