People First: Strategic Transformation

08:00 AM - 08:45 AM ET

Breakfast and Registration

08:45 AM - 08:55 AM ET

Welcome and Introductions

Klint Kendrick, PhD, Senior Director, Workforce Integrations & Transitions, Walmart

08:55 AM - 09:10 AM ET

Networking and Cross-Pollination

We will kick off our event by meeting one another to share our top priorities and the biggest changes we are tackling in 2025.

09:10 AM - 09:35 AM ET

AI and Radical Transformation: Lemonade CEO Daniel Schreiber on What’s Ahead

How should companies be transforming to reap the benefits of AI? How should jobs change? Structure? Business models? Culture? How should employees be prepared and developed for this transformation? To provide unique insights into these questions, we welcome Daniel Schreiber, CEO and co-founder of Lemonade, an “AI native” insurance carrier that set a record by having its system pay out a claim within three seconds, and has achieved a doubling of per-employee efficiency. Schreiber will share his perspective on the changes enterprises will need to make to effectively leverage AI, and the profound economic shifts he sees on the horizon.

Daniel Schreiber, CEO, Lemonade

David A. Dye, PhD, Senior Fellow, Human Capital, The Conference Board

09:40 AM - 10:10 AM ET

The Corporation of the Future: How AI Will Rip Up the Org Design Rulebook

The traditional corporate model relies on hierarchy and specialization. Traditional structures can lead to silos and, consequently, inefficiency and an inability to innovate can arise. These stifle agility and inhibit a business’s ability to navigate uncertainty and disruption. The rise of AI allows us to go further, think bigger and rip up the ‘rulebook’ for organizational structure. Now is the time to start with a blank sheet of paper and truly define what the corporation of the future looks like and how it functions with humans and technology working side-by-side. We can challenge the very concept of work itself. Instead of automating existing processes, what if we could eliminate or redesign them entirely? Designing the ‘corporation of the future’ truly allows us to ask ‘what if?’

Chris Mulh, Global Co-Leader of Operating Model & Org Transformation, Partner & Managing Director, AlixPartners

10:10 AM - 10:25 AM ET

Networking Break

10:25 AM - 10:50 AM ET

Chief Innovation & People Officer Diane Cafritz on the CarMax Digital Transformation Journey

CarMax EVP Diane Cafritz has a title and portfolio that may be unique amongst the Fortune 200: with human capital and product teams accountable to her, she is responsible for driving company performance, innovation, and sustainable growth by implementing industry-leading practices for both products and people. We welcome her today to explore how CarMax fosters a people-first culture that empowers innovation and delivers on the company's digital transformation.

Diane Cafritz, Executive Vice President, Chief Innovation & People Officer, CarMax

Rita Meyerson, EdD, Principal Researcher, Human Capital, The Conference Board

10:55 AM - 11:40 AM ET

Panel: Do HR Leaders Have the Skills for What's Ahead?

Functions and business units across enterprises are undergoing tech-based transformations, supported by their HR partners. But do HR leaders themselves have the skills needed for their own tech transformations? Do they have the data literacy and analytics perspectives to take HR into the second quarter of the 21st century? This lively discussion will explore what top practitioners believe is needed, and ask whether HR leaders are falling behind.

Dat Lai, Head of Workforce Analytics, The Campbell’s Company

Rupert Bader, Group Director, Workforce Strategy, Walmart

Ying Li, Global Head of People Analytics, PepsiCo

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

11:45 AM - 12:15 PM ET

How to Build the Resilience to Thrive During Unprecedented Change

In the whirlwind of technological, cultural, environmental, political, and economic changes we now experience, only the most adaptive and resilient organizations will thrive. What does it take to build true resilience and agility today? We will explore research and case studies on the key factors to change-readiness.

12:20 PM - 12:45 PM ET

Perspective from The Conference Board: Navigating Through a Tsunami of Change

Reflecting on and building on the morning’s insights with the latest research from The Reimagined Workplace ongoing study, Robin Erickson from the Human Capital Center of The Conference Board shares the latest findings on the most impactful changes confronting business leaders today, and the dramatic transformations and reorganizations that may be ahead. She will introduce themes that we will dig deeper into at our Evolving Cultures panel after lunch.

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

12:45 PM - 01:45 PM ET

Networking Lunch Break

01:45 PM - 02:15 PM ET

M&A without Merging: Strategically Balancing Independence and Integration

In this session, the Walmart HR M&A team will share insights from the $2.3B acquisition of VIZIO, exploring how to balance autonomy and synergy in M&A. We will discuss the four pillars of a successful hybrid integration: leadership alignment, talent management, organizational structure, and governance, all on a solid foundation of change management. Together, we'll gain a deeper understanding of the frameworks, tools, and best practices that can help navigate this complex process.

Klint Kendrick, PhD, Senior Director, Workforce Integrations & Transitions, Walmart

01:45 PM - 02:15 PM ET

Transforming Change Metrics: A Culinary-Themed GenAI Case Study

Discover how Visa crafted its Change Measurement Framework by drawing parallels with the art of cooking. This engaging session will showcase their innovative approach to tracking individual adoption, organizational shifts, and business outcomes through a culinary-themed GenAI case study.

Stacey Taylor, Vice President, Implementation & Change, Visa

01:45 PM - 02:15 PM ET

The Roots to the Crown: Establishing Data Foundations for Executive Insights

Executive decisions demand accurate, actionable insights, but insights require a strong data foundation. HR Operations are critical in establishing the “root system” that supports People Analytics teams as they "branch" into business problems. Like a tree with a full crown that falls without strong roots, People Analytics teams need a solid partnership with HR Operations to meet the weight of C-Suite expectations. Join us as we explore strategies for creating a healthy data foundation that supports analytics and aligns with C-Suite priorities.

A.J. Tufte, Head of Workforce Planning, General Mills

02:20 PM - 02:55 PM ET

Panel: Evolving Cultures

Changes in organizational structures, business models, technologies and ways of working call for cultural changes to meet the moment as well as to adapt to the disruptions to come. An evolution of collective norms, mindsets, and behaviors is often required, and the challenge of effecting these changes while retaining core values and an engaged workforce is considerable. Join a cross-sector conversation featuring business leaders on journeys to grow and transform their respective organizational cultures.

Michelle Lu, HR Project Leader, Cummins

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

Vikram Gupta, AVP Organizational and Leadership Effectiveness, Lincoln Financial

Thaiz Chanman, Former Vice President, People Experience, Remitly

02:20 PM - 02:55 PM ET

Panel: Insights for Structuring a Transformation and Change Function

Expert practitioners will share insights and best practices on the classic question, how do I structure my transformation or change function? Panelists will explore issues including services provided, function alignment, and centralized/decentralized/hybrid structures.

Brian Storts, Former Director of Organizational Effectiveness and Change Management, Sutter Health

Laura Broughton, Program Director, Change & Transformation Council, The Conference Board

02:55 PM - 03:05 PM ET

Networking Break

03:05 PM - 03:35 PM ET

Case Study: Navigating CEO Succession and Strategic Shifts through Insights into Organizational DNA

How do you lead a successful CEO transition while pivoting the entire business strategy? How can data-driven insights de-risk leadership transitions and major change initiatives? This session will explore the experience of Switlik Survival Products, an over 100-year-old manufacturer for the aviation, marine, and military markets, and how it navigated a CEO transition, a shift in business strategy, and implementation of a new ERP system over a three-year period. Key to the success of these transitions was the use of tools providing data-driven insights into leadership alignment, cultural adaptability, and organizational readiness. These insights helped anticipate how the company would respond to new leadership and a shift in strategic direction—guiding smoother execution and change adoption.

Dr. Miles Overholt, CEO, Strategia Analytics

Sarah Switlik, CEO, Switlik Survival Products

03:05 PM - 03:35 PM ET

Make It Count: Designing For and Measuring Fairness

As traditional DEI structures encounter new pressures, it is an especially appropriate time to consider how organizations can design for fairness throughout their enterprises. In this session, Siri Chilazi, Harvard researcher and co-author of Make Work Fair: Data-Driven Design for Real Results, shares evidence-based, actionable ways to use data and metrics to build fairness into the very fabric of the workplace. Learn how to leverage analytics for real, measurable change that leads to a fairer and more high-performing organization.

Siri Chilazi, Senior Researcher, Women and Public Policy Program, Harvard Kennedy School

03:35 PM - 04:00 PM ET

Networking Break

04:00 PM - 04:40 PM ET

New York Life SVP Alex Cook and Northwell Health EVP Joseph Moscola: The Change Management Enabling a Leap Forward

180-year old New York Life, the largest mutual life insurance company in the United States, has a long history of strategic use of data science and now AI. Northwell Health, New York’s largest healthcare provider, is advancing the use of technology to enhance human capability. In the session, New York Life Senior Vice President and Executive Management Committee member Alex Cook, who, as head of Strategic Capabilities, is responsible for enterprise technology, corporate development and strategy, AI, data, and the company’s venture capital arm, joins Northwell Health Executive Vice President Joseph Moscola, who leads the strategy and execution of the information technology function. Together, they share where their enterprises will see the biggest transformations, and the change management, governance, and mindset needed to make it happen.

Alex Cook, SVP, Head of Strategic Capabilities, New York Life Insurance Company

Joseph Moscola, Executive Vice President, Enterprise Services, Northwell Health

Diana Scott, US Human Capital Center Leader, The Conference Board

04:45 PM - 05:00 PM ET

Day One Recap and Day Two Preview

05:00 PM - 06:00 PM ET

Reception