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.
- Property map with Consortium spaces marked
- Summit presentations on the wiki (password required)
- Put Open Space notes here! (Google Slides)
- Hotel-suggested local restaurants for Monday & Wednesday nights

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 & Objections – Janine 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 Guide – Jennifer 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