Leading the Future of Technology in Palo Alto
The CxO Institute West Coast US brings together over 100 senior C-Suite and IT executives from the heart of the Bay Area for a day focused on strategic insights and building high-value connections. As an exclusive, invitation-only event, it equips leaders with the knowledge and peer network needed to accelerate innovation and propel productivity.
The agenda will delve into critical topics like leveraging data for business impact, advanced cybersecurity strategies, and fostering a culture of technology leadership. Through a dynamic format of Keynotes, Panel Discussions, and Interactive Boardrooms, the program is designed to provide practical takeaways and a trusted network to help lead your organization’s next phase of growth.
Agenda
08:00 - 08:45
Registration & Networking Breakfast
08:45 - 09:35
Opening Keynote Panel Discussion
CxO
The New IT Playbook – The State of IT and What’s Next for Business Transformation
Exploring how technology, disruption, and leadership are reshaping the enterprise landscape.
- Where does the IT industry stand today?
- Which technologies are truly redefining the modern enterprise?
- The evolving risk landscape: data, AI, and security challenges keeping CXOs awake at night
- How technology leaders are shaping the next era of business transformation
Gopal Renganathan
Sr. Director Data & Analytics
Real Estate Anywhere
Saker Ghani
Chief Digital Officer
Citrin Cooperman
Geeta Pyne
Senior Managing Director and Chief Architect
TIAA
Neeta Mhatre
VP Asia Commercial OPs & China Strategy
Intuitive
Rohit Jain
Chief Information Officer
Harvard Business School
09:40 - 10:20
Data
Dashboards Disrupted: Why AI is the New BI
In the AI era, every organization on the planet is thinking about how to take advantage of this transformative technology before their competitors do. Those who adapt quickly will have the advantage. Nowhere is this more important than the tools we use to make important business decisions. For decades, we have operated on an old model: Build pipelines. Centralize your data. Deliver insight through Business Intelligence (BI) tools and dashboards. That model defined an era. But expectations are changing. As AI increases the pace of innovation in every industry, business leaders don’t want to dig for answers in static dashboards. They want immediate, trusted answers and the ability to act on those insights quickly. The old BI model of tickets, reports, and waiting for results just can’t keep up with the pace of change in today’s business environment. In this talk, Justin Borgman explores what creates those step functions in AI maturity inside large enterprises. Why do some organizations remain stuck optimizing dashboards and isolated copilots, while others unlock enterprise-wide AI adoption and production-scale impact. Drawing on real-world experience across highly regulated and complex global enterprises, Justin will outline the structural shifts that accelerate AI readiness, including:
- Flexible foundations that evolve with rapidly changing AI technologies
- Hybrid and federated data access that remove friction between teams and systems
- Model-agnostic architectures that preserve optionality as the AI landscape evolves
- Governance and business context embedded by design, not bolted on later
Justin Borgman
Chairman & CEO
Starburst Data
10:25 - 11:05
AI
The Agentic Enterprise: Lessons from the Frontier
Generative AI, from LLMs to Agents, is solving some of our hardest problems and creating new value streams - while also failing in catastrophic ways. Most efforts are not moving past the pilot stage because the same autonomy and access that makes agents so promising also makes them more challenging to govern, and capable of failing in ways that are difficult to predict and expensive to reverse. In this session, WSO2 and AWS share the practical implications and solutions for navigating this journey through the different stages of adoption, from integrating LLMs into your applications to building and operating autonomous agents at scale. What is new, what is different, and how supporting Agentic and Generative AI impacts and evolves your digital infrastructure. This is a pragmatic session for executives who need to move beyond the hype and establish foundations that balance the autonomy of AI with the non-negotiable requirements of enterprise security and reliability
Dr. Rania Khalaf
Chief AI Officer
WS02
Anila Joshi
Leader for strategic accounts and Senior Manager of Applied Science
AWS
AI
Trusted Data. Delivered Anywhere: An Operating Model for Modern Enterprises
Innovation demands speed—but rapid DevOps and AI initiatives often collide with data security, privacy, and compliance risks. As non-production environments become a growing attack surface, IT and security leaders must rethink how data is delivered across development, testing, and analytics workflows. This session explores how forward-thinking organizations are embracing secure data automation to eliminate friction, reduce exposure, and accelerate innovation. We’ll examine how policy-driven data delivery—integrated into DevOps and AI pipelines—can drive agility without sacrificing control.
Nick Suwyn
Presales Manager
Delphix
Security
AI, Automation, and Cyber Risk: What Leaders Must Understand Now
As AI and automation reshape workflows, they introduce new classes of cyber risk—from data integrity and model abuse to governance gaps. This session provides a clear introduction to AI-enabled cyber risk and the steps leaders must take to adopt AI responsibly and securely.
- How AI changes the cybersecurity threat landscape
- Risks unique to data, models, and automation pipelines
- AI governance: ownership, accountability, and ethics
- Practical guardrails for secure AI adoption
Bob Fabien Zinga
Information Warfare Commanding Officer
US Navy
11:10 - 11:50
AI
Beyond the Hype: Making AI Real in the Enterprise
- Building an AI Centre of Excellence in reality
- Where to start, what to prioritise, and how to deliver value - fast
- Balancing innovation, governance, and trust in the AI-driven enterprise
Kanika Saraiya Havelia
Senior Director, Finance & AI
Paypal
Strategy
Driving Enterprise Velocity: Low-Code Platforms Powered by Agentic AI
- Understand how agentic AI elevates low-code from faster delivery to autonomous, outcome-driven enterprise execution
- Learn how to modernise core systems with embedded AI while maintaining enterprise security, resilience and control
- Gain a practical perspective on achieving measurable productivity, innovation and ROI with governed AI platforms
Amit Bhutani
Corporate Vice President – Intelligent Business Automation
Persistent Systems
Data
Designing Defensible, Interoperable Data Foundations for AI in Healthcare
This boardroom roundtable will explore how the life sciences and healthcare industry can build AI‑ready data foundations that are defensible by design, interoperable across clinical and operational systems and governed for trust, compliance and scale. Hosted by EPAM in partnership with Microsoft in a small, peer‑driven discussion format, payor, provider, pharma and health tech participants will share real‑world challenges and approaches related to standardizing data, connecting fragmented systems (EHR, claims, imaging, labs), and establishing governance models that ground copilots/agents in real workflows. The session will focus on practical decision points healthcare leaders face today when preparing their data environments to support advanced analytics and AI‑driven transformation.
Ajay Patel
Managing Principal, Data Analytics
EPAM
11:55 - 12:35
CxO
AI Colleagues—Transforming the Back Office with Enterprise-wide Agentic AI
See why companies like Coca-Cola, Nestlé, Sony, and MongoDB trust AI Colleagues to transform IT, HR, Finance/Procurement. In this session, watch AI Colleagues in action—employees talk with them just like human teammates to get answers, complete tasks, and execute backoffice workflows across ServiceNow, SAP, Workday, Oracle, UKG and more.
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What are AI colleagues? See them in action
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What back office functions (IT, HR, Finance, Procurement) are best performed by AI colleagues?
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What savings companies can expect from deploying AI colleagues?
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What are the common challenges companies face when implementing AI colleagues for the back office?
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Why not develop these in-house, using “free tools”?
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Why not just commission the AI agents on offer from the various system-of-record providers?
Adit Jain
Co-Founder & CEO
Leena AI
12:35 - 13:25
Networking Lunch
13:25 - 14:05
AI
Shaping the Future of Business with Trusted AI
In a world where AI’s promise often outpaces its reality, the latest C-level research reveals a profound shift in how leaders perceive and trust these emerging technologies, and how they can be deployed for effective return on investment. As AI agents become integral part of enterprise software, join Ian McCallum for this thought-provoking keynote to hear how we can shape a future, together, where technology is built to serve as a trusted advisor.
Ian McCallum
AI Solution Advisor
SAP
14:10 - 14:50
AI
From Compliance to Competitive Advantage: AI Agents in Regulated Environments
- How to deploy AI agents safely, compliantly, and with the right level of human oversight
- Designing, evaluating, and scaling an AI agent platform that works across the organisation#
- What it takes to sustain AI agents as regulations, models, and business needs evolve
- Defining and measuring ROI for AI agents without overpromising or under-delivering
Dhanshri More
AVP - AI
Molina Healthcare
Data
The Agentic Enterprise Starts With Your Data: How Leaders Unlock the Knowledge Trapped in Documents, Emails, and Files
- Most companies are sitting on their most valuable data — and their AI can’t access it
- The real reason AI projects fail to deliver executive-level impact
- What the shift to agentic AI means for your data strategy — and how to get ready
- A practical starting point for executives ready to move from AI experimentation to AI that works
Chris Maddock
Head of Product & Engineering
Unstructured
Security
From No to Go: Data Security for the AI-Driven Enterprise
In environments defined by SaaS sprawl, growing non-human identities, and the rise of generative and agentic AI, legacy Data Loss Prevention tools simply can’t keep up. We need a new approach to data security that shifts us from “no” and “slow” to “go.” Join this session to discuss how to:
- Scale data security through AI-native discovery and classification
- Move beyond classification to cross-platform enforcement that actually reduces risk
- Turn data protection into a business advantage by securely enabling AI projects
Sean Cordero
Chief AI Security Officer
Cyera
14:55 - 15:35
AI
Seeing the Unseen: How AI Observability Is Redefining Control in the Autonomous Enterprise
- How modern enterprises are evolving toward autonomy, and why traditional monitoring tools can’t keep up
- What “AI observability” really means in the context of mission-critical operations
- How New Relic enables deep, real-time insights across distributed, AI-powered environments
- Detecting anomalies, system state drift, and performance degradation before they impact customers
- Practical steps to implement AI observability and build confidence in autonomous decision-making systems
Camden Swita
Head of AI & ML Innovation
New Relic
Data
From Data Silos to Intelligent Enterprise Analytics: Breaking the Integration Paralysis
Most large enterprises manage 900+ applications across their technology portfolio, creating information silos that fundamentally limit organizational intelligence. While executives recognize this challenge, many remain paralyzed by the scale and complexity of integration, ETL efforts. This discussion explores how AI can serve as the "universal connector" - not requiring wholesale system replacement, but creating an intelligent overlay that bridges disparate data sources. We'll discuss how to move from analysis paralysis to progressive value creation through AI-powered data unification and insights. Key Discussion Points:
- How do you make your data AI ready?
- What are the most effective architectural patterns and technologies (e.g., data fabric, data mesh, modernized data warehousing) for breaking down existing data silos?
- What frameworks and technologies have been most useful for ETL, data prep - what is the ‘analytics and data stack’ for AI?
- AI as semantic bridge vs. traditional ETL approaches
- Measuring business impact beyond technical metrics - Cultivating Data Literacy and Cross-Functional Collaboration for AI Success
Brad Gyger
Chief Customer Officer
MindsDB
15:40 - 16:20
AI
“AI Colleagues” for the Back Office - How to Architect, Securely Deploy, and Govern Agentic AI at Enterprise Scale
A comprehensive, open agentic AI architecture can empower CIOs to accelerate enterprise-wide AI adoption. Agentic AI technologies are poised to streamline workflows, ensure access control and governance, and minimize hallucinations—to deliver on the promise of agentic AI. In this session, you’ll explore how to:
- Define the architectural approach behind a unified agentic AI layer
- Abstract complexity, drive efficiencies, and accelerate time to business outcomes
- Enforce access control and governance
Adit Jain
Co-Founder & CEO
Leena AI
Data
Your AI Doesn't Know Your Business. Your Data Analysts Do. Your AI Journey Depends on Redefining Their Role
- Why most AI analytics pilots never reach production — and why the root cause is the absence of encoded business context, not a technology gapThe four layers of enterprise context AI cannot generate on its own — data, business, historical, and presentational — and what it takes to build them
- What AI Context Engineers actually do — a concrete walkthrough from translating executive intent into AI-ready knowledge through validation and ongoing governance
- From reactive to proactive — how always-on Proactive AI Agents that monitor metrics, detect anomalies, and deliver root-cause analysis are only as good as the context layer humans build beneath them
- The career inflection point — why 87% of data analysts say their role is more strategic than ever, and how the AI Context Engineer role transforms institutional knowledge from a side effect of good analytics work into the most critical function in the AI stack
Kapil Chhabra
CPO and Cofounder
Wisdom AI
16:25 - 17:00
Closing Keynote Panel Discussion
CxO
From Vision to Roadmap - Building the Next 6-Month IT Strategy for Data, AI & Security
- Turning IT vision into a focused 6-month roadmap that drives measurable outcomes
- Prioritising what matters: Converting AI, data, and security goals into actionable initiatives
- Building resilient, adaptable strategies in a fast-moving digital landscape
Gopal Renganathan
Sr. Director Data & Analytics
Real Estate Anywhere
Bob Fabien Zinga
Information Warfare Commanding Officer
US Navy
Tristian Cormier
Chief Information Officer / Director, Information Systems Division
San Joaquin County
Kevin Haas
Chief Technology Officer
Veracyte
17:00 - 18:00
Closing Drinks Reception
Event Chair
Gopal Renganathan
Sr. Director Data & Analytics
Real Estate Anywhere
Gopal Renganathan is a AI & Data leader with 20+ years of experience in developing and executing technology and data strategy including architecture, governance, monetization, analytics and AI/ML with expertise in product portfolio management and agile delivery for fortune 500 companies and high-growth enterprises in multiple verticals.
Gopal is currently the Senior Director for the biggest real estate tech company (multibillion dollar annual revenue) where he is working to create big data and AI/ML solutions to augment the intelligence of brokers, agents, and franchises.
Event Speakers
Why Attend?
UNRIVALLED CONNECTIONS
Engage directly with IT leaders and industry experts who can provide valuable insights and solutions to your strategic challenges.
CUSTOMISED LEARNING PATHS
Choose the sessions, panels, and discussions that best align with your unique goals, enabling targeted and impactful networking.
TANGIBLE VALUE
Gain actionable insights and connections that translate directly into strategic initiatives and measurable progress for your organisation.
Featured Attendees
Location
Stanford Faculty Club
Located in the heart of Stanford University, the Stanford Faculty Club offers an exclusive and inspiring environment for CxO Institute San Francisco. Surrounded by academic excellence and innovation, it’s the ideal venue for high-level IT discussions and strategic networking.
Engage with Top IT Decision Makers
The CxO Institute provides an exclusive platform for sponsors to connect with senior IT decision-makers actively seeking solutions to their most pressing challenges. Our events bring together CIOs, senior IT and other key technology leaders, offering a unique opportunity to engage, build relationships, and position your brand as a trusted partner.
Official Partners
HEADLINE PARTNER
Leena AI
Leena AI empowers employees using “AI Colleagues” to get answers and take action across IT, HR, Finance, Procurement & beyond through a single intelligent interface. Our customers boost productivity & reduce the volume of manually handled requests by 70%. Rapid deployment through integrations with 1000+ enterprise systems, such as ServiceNow, SAP, Workday, UKG, Atlassian, and Salesforce, and a large number of customizable agentic workflows out of the box. Employees interact via voice, Slack, Teams, text, and other means. Leena AI is the world’s largest independent employee‑facing Agentic AI Colleague, serving hundreds of enterprises worldwide such as Nestlé, Coca-Cola, Assurant, MongoDB, CHRISTUS Health, Sony, and Etihad Airways. Recognized by Gartner as a Leader in Agentic AI.
OFFICIAL CATEGORY: DATA
Starburst
Starburst was founded by the inventors of OS Trino so that data-driven companies could have a full-featured open data lakehouse platform powered by the #1 SQL analytics engine.
OFFICIAL CATEGORY: SECURITY
SAP
SAP is the leading enterprise application and business AI company. We stand at the intersection of business and technology, where our innovations are designed to directly address real business challenges.
INSIGHT PARTNER
INSIGHT PARTNER
INSIGHT PARTNER
INSIGHT PARTNER
Why Sponsor?
LEAD GENERATION
Connect with Top IT and Senior Executives in a curated environment designed for meaningful conversations and long-term partnerships.
THOUGHT LEADERSHIP
Showcase Thought Leadership through panel discussions, round tables, and tailored engagements that demonstrate your brand's expertise.
REPORTS & INSIGHTS
Gain valuable market insights by understanding the key challenges and priorities shaping IT investments and decision-making.
BRAND AWARENESS
Accelerate business growth by positioning your brand, solutions, and services in front of decision-makers and budget-holders with active projects and procurement needs.
Sponsorship Packages
Stanford Faculty Club
Nestled within the historic grounds of Stanford University, the Stanford Faculty Club offers a prestigious and intellectually rich setting for CxO Institute San Francisco. Surrounded by innovation and academic excellence, the venue provides a serene yet stimulating environment for strategic dialogue, peer exchange, and executive networking.
With its elegant interiors, landscaped courtyards, and proximity to Silicon Valley’s tech ecosystem, the Stanford Faculty Club sets the tone for a day of insightful conversations and forward-thinking leadership—making it the ideal location for CIOs shaping the future of the digital enterprise.
An Exclusive Venue for the Top Leaders in IT
Carefully selected to match the prestige of its attendees, this venue offers a refined and high-impact environment designed for IT leaders, innovators, and decision-makers.
Seamless Accessibility with VIP Transport
Enjoy a hassle-free arrival with private car transfers, valet services, and priority access, ensuring a smooth and efficient experience from start to finish.
A Sophisticated Setting for Strategic Discussions
With dedicated spaces for networking and discussions, the venue fosters valuable connections and strategic conversations in an exclusive setting.
VIP Car Service
Arrive in style with our chauffeured executive transport, ensuring a smooth and hassle-free journey. With priority access and reserved drop-off, you’ll experience the ultimate convenience from door to venue.
Luxury Hospitality & Dining
Indulge in chef-curated meals, premium refreshments, and exquisite catering throughout the event. Our carefully selected menu ensures a world-class dining experience, perfect for refined networking in a relaxed, elegant atmosphere.
Dedicated Concierge & Support
Enjoy a personalised service experience, with our dedicated concierge team assisting with event details, special requests, and VIP accommodations to ensure a smooth and productive visit.
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