Member Summit 2023 Agenda

Member Summit 2023 will happen at the Rancho Bernardo Inn. Dress is business casual. Parts of the agenda (including all meals) are planned for outside; please be prepared for the weather.

Member Summit reception, Rancho Bernardo 2015

Monday, March 27

5-6:30 pm Welcome Reception (Promenade)

Tuesday, March 28

8:00 Breakfast (Bernardo Patio)

9:00 Co-Creating Together (Bernardo Ballroom)Matt Seaman , Consortium

  • Welcome and introductions. We are co-creating the Summit together!
  • Overview of the Consortium’s work

9:45 Member Collaboration + ChatGPT: How the Work Gets Done – Brad Smith, Vector Business Navigation

10:15 Break (Bernardo Cantina)

10:30 Unleashing the Power of Presence – Guest speaker Kevin Clark, Content Evolution

  • The practice of SenseMapping provides a process and perspective to design products, systems and services that are fully human compatible

12:00 Lunch

1:30 Breakout Sessions (Bernardo East and West)

“I don’t have time”: Handling Doubts & ObjectionsJanine Deegan, Smarsh, Adam Hansen, Thermo Fisher Scientific, Kristin Hunter, Novavax, and Jacob Watts, PAR

Building a Unified Knowledge Sharing Structure Bonnie Chase & Daniel Dell, Coveo  

2:30 Break (Bernardo Cantina)

2:45 Breakout Sessions (Bernardo East and West)

KCS is Just an Acronym: Distilling the Practices GuideJennifer Crippen, DB Kay & Associates and Tamara Amlung, pro accessio

Success with Intelligent Swarming Monique Cadena, Ping Identity

3:30 Break (Bernardo Cantina)

3:45 What Could AI-Assisted Knowledge Work Look Like? (Bernardo West) – Jeff Elser, Oracle and Christina Roosen, Akamai

4:30 Adjourn

6:00 Reception & Group Dinner (Santiago Courtyard)

Wednesday, March 29

8:00 Breakfast (Bernardo West)

9:00 Open Space Set Up (Bernardo West)

Open Space is a facilitation technique that capitalizes on the collective experience and intellectual capabilities of those present.  It is a very effective method for problem-solving or defining opportunities when the outcome is not known; please bring your challenges and opportunities!  

9:45 Open Space Session One (Multiple locations TBA)

10:45 Break (Bernardo Cantina)

11:00  Open Space Session Two

12:00 Lunch (Bernardo West)

1:30 Open Space Session Three

2:30 Break (Bernardo Cantina)

2:45 Open Space Session Four

3:45 Open Space Debrief and Happy Hour (Bernardo West)

4:45 Adjourn

Thursday, March 30

8:00 Breakfast (Catalina Ballroom)

9:00 Welcome back (Bernardo Ballroom)

9:15 Practicing Good Judgment: Leveraging “Leadership in an Adaptive Organization” – Kendall Brenneise and Laurel Poertner, F5

10:00 Break (Bernardo Cantina)

10:30 Executive Sponsorship with Andrew Wilson at Connectwise, Paula Boucher at Akamai, and Nicole James at Oracle:  Hear from leaders on how they evaluate and make decisions on key projects and initiatives for the organization.   

11:15 Summary, Key Takeaways, and Wrap Up

12:00 Adjourn