Organizational Transformation: Where Change Meets the Human Experience

07:30 AM - 08:30 AM ET

Registration and Networking Breakfast

08:30 AM - 08:40 AM ET

Welcome and Introductions

08:40 AM - 08:55 AM ET

Networking and Cross Pollination

09:00 AM - 09:30 AM ET

The Essential Mission: The CEO as Transformational Leader

We will explore the perspective from the top on what is needed – at all levels – to bring together humans and technology to effectuate extraordinary innovation. How do we build agility and resilience in both individuals and organizations? What skills are required of leaders at this pivotal time?

09:35 AM - 10:05 AM ET

Thriving Amid Constant Change: Meet the Octopus Organization

In today’s nonlinear, uncertain, and constantly evolving world, we know that rigid, top-down transformation attempts rarely succeed. What’s needed for this moment, Amazon Executives in Residence Jana Werner and Phil Le-Brun argue, is not merely a new process but a new paradigm: The Octopus Organization. Jana and Phil will share what it means to have a structure and culture that leads to adaptability and innovation in every arm of your business – and what it takes to get there.

Jana Werner, Executive in Residence, Amazon Web Services

Phil Le-Brun, Executive in Residence, Amazon Web Services

10:05 AM - 10:25 AM ET

Meet & Connect

10:25 AM - 10:40 AM ET

Interactive Exercise: Brainstorming the Future

10:40 AM - 11:10 AM ET

You’ve Torn Up Your Org Chart. Now What?

Silos, unnecessary layers, labor hours that could be replaced by technology: we know these must be broken down or eliminated for an organization to thrive today. But do we know what replaces it? We will explore what happens after the org chart is blown up, and ask: does the process of designing a new structure need to be reinvented as well?

11:15 AM - 11:45 AM ET

From Investment to Impact: What Really Drives Successful AI Transformation

It seems as if every organization is either engaged in an AI-focused transformation or preparing for one. Yet neither large investments nor even broad AI adoption are guarantees of success. Drawing on surveys of leaders and workers as well as interviews with enterprise executives, we will share insights on how leaders must redesign their organizations to maximize the value of AI within their enterprises and the expectations employees have about this technological revolution.

Robin Erickson, PhD, Head of Human Capital Research, The Conference Board

Matt Rosenbaum, Principal Researcher, Human Capital, The Conference Board

11:50 AM - 12:25 PM ET

How AI Could Reinvent Change Management Itself

AI not only presents a crucial challenge for C&T leaders – it presents an opportunity, even an imperative, to reinvent change management itself. In this discussion among leaders across sectors, we will explore the ways their processes are evolving to meet the AI moment, and the ways AI is itself enhancing capability, tools, and measurement.

Laura Broughton, Global Director, Organizational Design and Talent Planning, Mars

12:30 PM - 01:30 PM ET

Networking Lunch

01:40 PM - 02:10 PM ET

Case Study: Move Fast and Fix Things – Process Transformation and the Real Secret to Uncovering AI Value

True transformation lies in the often-overlooked hard work of cleaning up your data, reimagining processes, and articulating a clear, measurable outcome. Skip these steps and your AI efforts will not achieve the value advertised. Join TD Bank's Process Transformation team for a case study on going back to basics, to uncover AI value without losing speed or focus toward your AI goals. They will be sharing the why behind their approach, how they organized the work across multiple processes at once, and the change management they’ve employed.

Sarah Keizer, Vice President, Business Transformation, TD Bank

01:40 PM - 02:10 PM ET

Case Study: Your Reorganization Can’t Succeed Without a Talent Strategy

Times of disruption – mergers, acquisitions, reorganizations – bring engagement and retention challenges. But a talent strategy that provides development opportunities can not only boost engagement, it can lead to measurable business results. Learn how Frontier Communications, in anticipation of acquisition by Verizon, launched an initiative focused on upskilling, internal mobility, and engagement that yielded cost savings while building skills.

Ariel Leonard, Senior Vice President of Talent, Frontier Communications

02:15 PM - 02:45 PM ET

Can We Transform Without Trust? Redefining Leadership in the Age of AI

According to recent Deloitte research, employee trust in generative AI dropped 42% in the last six months of 2025, and trust in agentic AI fell 64% in the last quarter. In this session, Adam Schreiber examines what this trust decline means for leaders navigating rapid technological change. We will explore how leadership roles are evolving, how to balance human centric principles with AI-driven transformation, and how to upskill teams while sustaining morale.

Adam Schreiber, Senior Director, Head of Transformations, Change & Communications, Pepsico

02:15 PM - 02:45 PM ET

The Unresolved Leadership Decisions That Can Derail Your Merger or Acquisition

While most of the attention in mergers and acquisitions is focused on strategy and deal execution, outcomes are most often determined by a small set of leadership decisions made shortly after the ink dries. In this session, Dr. Klint Kendrick draws on patterns observed across hundreds of post-merger integrations to examine five leadership decisions that consistently determine whether M&A integrations will create value. These decisions, often delayed or left implicit, compound over time and shape execution, retention, and value realization. Participants will explore why M&A outcomes diverge after close, even among well-structured deals; how unresolved leadership decisions create hidden costs; and what leaders can clarify early to support sustained value creation.

Klint Kendrick, Ph.D., Adjunct Instructor, Human Capital Management, New York University

02:45 PM - 03:15 PM ET

Meet & Connect

03:15 PM - 03:55 PM ET

Interactive Workshop: The Change Lab

In an era of perpetual disruption, the ability to manage continuous change is a high-stakes strategic imperative. For senior leadership, the primary challenge lies in the "Execution Gap," where well-defined strategies collide with the invisible complexities of organizational reality. This interactive session provides a rigorous framework for identifying hidden risks and leveraging your “Organizational DNA.” Participants will select and assess interventions, and the presenters will model the risk and impact on performance.

Dr. David F. Lopez, SVP Systems Research, Strategia Analytics

Dr. Miles Overholt, Founder and CEO, Strategia Analytics

Klint Kendrick, Ph.D., Adjunct Instructor, Human Capital Management, New York University

04:00 PM - 04:15 PM ET

Speed Debates

What is your most controversial opinion on the challenges ahead? What are the best arguments for it, and against it? In this interactive exercise, we seek to open minds and create connections by asking attendees to debate with their neighbors several thorny propositions – and then switch sides after 60 seconds. Each topic will be revealed immediately before the debate.

04:15 PM - 04:45 PM ET

Is Any of This Possible Without a Culture That’s Ready For It? Learning from Cultures that Embrace Change

How do you nurture and maintain a constant culture that’s ready for constant change? We’ll learn from organizations that have managed it. What makes for a culture that welcomes the new? What concrete factors shape attitudes over time? And how can you build them in your organization?

04:45 PM - 04:55 PM ET

What We’ve Learned So Far: Your Turn to Talk

04:55 PM - 05:00 PM ET

Day One Recap and Day Two Preview

05:00 PM - 06:00 PM ET

Networking Reception