Description
This brief elucidation in relation to management conference the transition from survival to growth.
WELCOME
W
e’re pleased you have joined us at our frst Management Conference. The impetus for
developing this event was to bring together company leaders across the market research
industry to discuss strategy and everyday challenges during a tme of transiton. Our industry
and most others have tentatvely advanced from a mindset of indiscriminant budget slashing.
But how aggressive should we be in positoning our companies for future growth?
While one economist points to “green shoots” signaling an economic recovery, another warns
of a double-dip recession. Indeed it is a difcult tme to forecast sales, determine capital
investments, and make other key business decisions. One thing is certain: It is infnitely
more difcult to formulate business plans in a vacuum. That’s why a forum like this is
so valuable. Here you will have the opportunity to discuss your most critcal and
challenging issues with your peers. What are they seeing in the marketplace?
What policies and initatves have they insttuted in the past several months?
What’s working, what is not?
We encourage you to engage in open discussions with speakers and
fellow atendees – either in the session room or during breaks. We
think you’ll fnd that the more you give, the more you get.
Sincerely,
Diane K. Bowers, CASRO President
Rahul Sahgal, President & CEO, Annik Technology Services,
Conference Chair
DAY I: Wednesday, June 16, 2010
12:00 p.m. Registraton Opens
12:15 p.m. Lunch with Exhibitors
1:00 p.m. Opening Remarks
• Diane K. Bowers, CASRO President
• Rahul Sahgal, President & CEO, Annik Technology Services, Conference Chair
1:15 p.m. Mastering Corporate Entrepreneurship and Innovaton
• Robert Wolcot, Executve Director of Kellogg Innovaton Network, Kellogg School of Business
and author of Grow from Within: Mastering Corporate Entrepreneurship and Innovaton
2:15 p.m. The 2010 Honomichl Top 50: A Preview and Forecast
• Jack Honomichl, Founder, Inside Research
2:45 p.m. Managing Entrepreneurial Growth
• Sanford M. Schwartz, President, Phoenix Marketng Internatonal
3:15 p.m. Break with Exhibitors
3:45 p.m. ISO Certfcaton – Taking the Plunge to Improve Quality and Realize ROI
• Cathy Kneidl, Principal, cKe Consultng LLC; Certfcaton Director, CASRO Insttute for Research
Quality (CIRQ)
4:10 p.m. Survival to Growth: What it Takes to Make the Transiton
• Kevin Menk, Managing Partner, Strategic Resource Partners and Board Chair, CASRO
4:30 p.m. Strategy & Tactcs for Company Leaders: Panel Discussion
• Rahul Sahgal, President & CEO, Annik Technology Services, Session Moderator
• Michael Brereton, President, Maritz Research Inc.
• John Gongos, President/CEO, Gongos Research, Inc.
• Jim Follet, CEO, Authentc Response
5:45 p.m. Day 1 Adjournment
5:45 p.m. - Cocktail Recepton with Exhibitors
7:00 p.m.
Schedule contnues on next page
PROGRAM AT A GLANCE
PREMIER SPONSOR
TExT YOUR QUESTIONS TO: 631-626-4910
PROGRAM AT A GLANCE (cont.)
DAY II: Thursday, June 17, 2010
8:00 a.m. Breakfast with Exhibitors
8:45 a.m. Opening Remarks Day II
9:00 a.m. Turnaround Strategies
• George Terhanian, President, Global Solutons, Harris Interactve Inc.
10:00 a.m. Navigatng Contracts & Procurement
• Russell F. Anderson, Atorney, Lev & Berlin, P.C.
• Stuart Pardau, General Counsel, J.D. Power & Associates
10:30 a.m. Break with Exhibitors
11:00 a.m. Forging and Strengthening Client Relatonships
• Dan Coates, President, Globalpark USA, Session Moderator
• Kent Basset, Group Manager, Consumer Insights & Strategy, PepsiCo
• Steve Schwartz, Group Manager, Microsof Corporaton
• Eric Taylor, Senior Manager, General Mills
12:15 p.m. Lunch
1:15 p.m. Business Management & Operatons: Panel Discussion
• Rahul Sahgal, President & CEO, Annik Technology Services, Session Moderator
• Tyler McMullen, Senior Vice President, MarketVision Research
• Harold Busack, CFO, Thoroughbred Research Group
• Mark Hardy, Chief Strategy Ofcer & Managing Director Americas,
Survey Sampling Internatonal
2:30 p.m. Maximizing Sales With Informed, Consistent Acton
• Bill Guerin, Partner, Cambiar
3:30 p.m. Conference Adjournment
DAY I: Wednesday, June 16, 2010
12:00 p.m. Registraton Opens
12:15 p.m. Lunch with Exhibitors
1:00 p.m. Opening Remarks
• Diane K. Bowers, CASRO President
Diane, chief staf executve of CASRO since 1979, has been a member of the Board of Advisors of four
U.S. graduate programs in marketng research. In 2006 she received the “Research Industry Impact and
Prestge Award” from the Master of Marketng Research Program at the School of Business of Southern
Illinois University at Edwardsville. Diane is a member of ESOMAR’s Professional Standards Commitee,
and serves as Chair of ESOMAR’s Mobile Research Project Team. She is a Past President of the Market
Research Council (MRC), the Research Industry Coaliton (RIC), and the Council for Marketng and
Opinion Research (CMOR).
• Rahul Sahgal, President & CEO, Annik Technology Services, Conference Chair
Rahul is the founder and CEO of Annik Technology Services Pvt Ltd, a leader in providing market research
and data analytcs support services globally. Having spent many years in the U.S. working with some of
the global leaders in market research, including NFO, now part of TNS, Rahul started Annik afer return-
ing to India in 2000. Initally providing sofware development services, the company started ofering
data services in 2002 and grew from less than 20 employees to over 200 in just two years. Today, with
450 employees, Annik is recognized as a pioneer of the market research KPO space. Rahul has a total of
17 years experience working in the global market research and data management spaces and is a
frequent speaker at conferences. He has a master’s degree in physics from the University of Bridgeport
(Connectcut) and speaks fuent French. Having lived in many diferent countries and cultures, he
considers himself a global citzen.
1:15 p.m. Mastering Corporate Entrepreneurship and Innovaton
Citng his recently published book, Grow from Within, our keynote presenter provides frameworks and
tools for new business design, along with advice on how to plan and lead an ongoing innovaton program
based on your company’s strategic objectves and corporate context. Business leaders are using Grow
from Within to defeat commoditzaton, expand when acquisitons fail, and retain the talent that makes
companies great.
• Robert Wolcot, Executve Director of Kellogg Innovaton Network, Kellogg School of Business
Rob is Founder and Executve Director of the Kellogg Innovaton Network (KIN) and a member of the
faculty of the Kellogg School of Management, Northwestern University. He teaches corporate innovaton
and entrepreneurship for Kellogg in Evanston, Miami and Hong Kong. Formerly Visitng Professor at the Keio
Business School (Tokyo, Japan), Rob is advisor to NORDEN, the Nordic Innovaton Center, Nordic Council
of Ministers, Oslo, Norway, and a member of the Global Technology Council of Kraf Foods, Inc. His book,
with Dr. Michael Lippitz, Grow From Within: Mastering Corporate Entrepreneurship and Innovaton, was
published by McGraw-Hill in 2009. Rob’s work has appeared in MIT Sloan Management Review, The Wall
Street Journal, Advertsing Age, Business Week, The Financial Times (UK/European Editon) and The New
York Times. He is a frequent speaker at events worldwide. Rob also co-founded and serves as Managing
Partner of Clareo Partners LLC, a corporate strategy and innovaton management consultancy specializ-
ing in new business creaton and growth. He received a B.A., European and Chinese History; and an M.S.
and Ph.D., Industrial Engineering & Management Science from Northwestern University.
PROGRAM
PROGRAM (cont.)
2:15 p.m. The 2010 Honomichl Top 50: A Preview and Forecast
Get top-line results of the 37th Annual Market Research Industry Revenue Trends and Analysis Report—
the renowned “Honomichl Top 50.” How has the economic recession impacted the U.S. research industry?
• Jack Honomichl, Founder, Inside Research
Since 1969 Jack has writen about the market research industry, as publisher of the frst research
trade journal, The Analyst, as a columnist for Advertsing Age and the American Marketng Associa-
ton’s Marketng News. He authored an industry textbook, Honomichl on Marketng Research, has
writen nearly 400 artcles about the industry in the trade and academic press, has been a featured
speaker at natonal research industry conventons and trade associaton conferences, and has guest
lectured at several universites. Jack founded Inside Research in 1990. At his inducton to The Market
Research Council Hall of Fame in 2002, he was honored as the person who “defned the market
research industry.”
2:45 p.m. Managing Entrepreneurial Growth
There are many companies that are showing tremendous growth even in these uncertain tmes. What is
diferent about these companies? What are the challenges faced?
• Sanford M. Schwartz, President, Phoenix Marketng Internatonal
Sandy has worked in the marketng research industry for over 30 years functoning in a variety of
managerial and executve capacites. Sandy’s primary areas of expertse are in working with compa-
nies that are on the verge of accelerated growth, startng new ventures, strategic development and
mergers and acquisitons. Prior to joining Phoenix, Sandy held senior level positons at Westat, Elrick
and Lavidge, Quick Test Opinion Centers, Market Facts and Harris Interactve. Sandy has a Ph.D. in
sociology from Catholic University and a M.S.W. from Fordham University.
3:15 p.m. Break with Exhibitors
3:45 p.m. ISO Certfcaton – Taking the Plunge to Improve Quality and Realize ROI
Certfcaton to ISO 20252 and 26362 has been undertaken in Europe, Australia and elsewhere to a far
greater extent than the US. The tme has come for the US to meet the challenge of ISO—to document
and improve quality processes and achieve certfcaton to these global research standards. Companies
that have undergone the certfcaton process credit it with improving operatonal efciency and output
quality. It also represents a valuable credental in the eyes of clients. With the launch of the CASRO Inst-
tute for Research Quality (CIRQ) research companies now have access to a North American-based entty
that provides audit and certfcaton services to the research industry-specifc ISO 20252 and ISO 26362.
Learn more about the ISO certfcaton process, including important advice on audit preparaton.
• Cathy Kneidl, Principal, cKe Consultng LLC; Certfcaton Director, CASRO Insttute for
Research Quality (CIRQ)
Cathy recently established her own consultng business focused on planning and quality operatons
for marketng research businesses, afer spending the last 34 years with Maritz Research. At the tme
she lef Maritz (June 2009) she was Group Vice President responsible for global strategic planning
and product development. She has recently accepted the role of Certfcaton Director for the newly
formed CASRO Insttute for Research Quality (CIRQ), a non-proft subsidiary of CASRO, that provides
auditng and certfcaton services to companies that wish to become certfed to ISO 20252 and/or
ISO 26362. Throughout her 35-plus years in the business Cathy has held numerous positons, with in-
creasing levels of responsibility, dealing with strategic planning and product development, the estab-
lishment and maintenance of a Quality Management System for ISO 9001 registraton, management
of full service research operatons, and U.S. and European data collecton operatons. During this
PROGRAM (cont.)
tme she gained substantal experience in all phases of the research process, including client service,
research design through delivery of results, project management, and ISO 9001 compliance. Prior to
joining Maritz, Cathy worked for the Dracket Company in marketng research and graduated from the
University of Cincinnat with a B.S. degree in home economics, concentratng in food science. Cathy
is a current member of the American Marketng Associaton and the Marketng Research Associaton
(for which she served as a Director at Large on its natonal board from 1997 to 2000). Her business is
located in St. Louis, Missouri.
4:10 p.m. Survival to Growth: What it Takes to Make the Transiton
Are mere adjustments adequate, or do you need a new business model? How are priorites changing for
the investment of tme and funds?
• Kevin Menk, Managing Partner, Strategic Resource Partners and Board Chair, CASRO
Kevin has more than 25 years of marketng consultng and marketng research experience, support-
ing a wide variety of industries including telecommunicatons, health care, medical device, fnancial
services, building trades and educaton. Kevin’s Minneapolis-based frm provides consultng expertse
to support marketng strategy, including positoning, branding, segmentaton, pricing and communica-
ton. In nearly all initatves marketng research is required to discover opportunites, test new con-
cepts and ideas, and both inform and validate strategic directon. Kevin is current Chair of the Board
of Directors for CASRO, serving on the Board since 2004 as Treasurer and then Chair-Elect. Kevin
earned both his B.S. and M.S.B. degrees from the University of Minnesota.
4:30 p.m. Strategy & Tactcs for Company Leaders: Panel Discussion
Research industry CEOs discuss strategies and how they may have changed over the past six months. At
an industry level, the discussion will emphasize the adaptability required, at a strategic level, the focus
will be reactons to changing economic scenarios. This will be an interactve session discussing issues and
approaches to make the most of the economic recovery.
• Rahul Sahgal, President & CEO, Annik Technology Services, Session Moderator
• Michael Brereton, President, Maritz Research Inc.
Michael was named President of Maritz Research in October of 2003. In this role he has general man-
agement responsibility for Maritz global operatons. Prior to becoming president, Michael was the
North America Managing Director having responsibility for Maritz Research businesses headquartered
in the United States and Canada. Previously Michael served as Group Vice President for Maritz, Global
Automotve Research Group. He has also held other management positons with Maritz in its Detroit,
St. Louis and Chicago operatons. Prior to joining Maritz in 1987, Michael was involved in advertsing
research, future product planning research, and corporate segmentaton while employed at General
Motors of Canada. He received a B.S. degree from General Motors Insttute in Flint, Michigan and an
M.B.A. degree from Bowling Green State University in Ohio.
• John Gongos, President/CEO, Gongos Research, Inc.
Afer serving key positons on both the client and supplier side during the frst eight years of his career,
John founded Gongos Research in 1991. Initally serving primarily the automotve industry, today over
75% of the company’s revenues come from non-automotve industries (consumer products, fnancial,
retail, technology). Contnued growth led to breaking through to the Honomichl Top 50 in 2008 and
being recognized in 2010 by Inc. magazine as a fnalist in their Winning Workplace issue. A sought-
afer moderator of over 1300 focus groups, John’s extensive work in new product development
research led Quirk’s Marketng Research Review to publish his artcles, including “The Seven Rules of
Design Research” and “Begin with a Head Start.” John earned his B.S. at Miami University (Ohio) and
his M.B.A. at the University of Cincinnat with a focus in Marketng and Quanttatve Analysis.
PROGRAM (cont.)
• Jim Follet, CEO, Authentc Response
Jim joined Authentc Response as a Board Member in April of 2009 and as Chief Executve Ofcer in
September 2009. Jim has a proven track record of 30+ years of leadership in both global Marketng
Informaton Services and Consumer Packaged Goods (CPG). Prior to Authentc Response, Jim was the
CEO of Survey Sampling Internatonal; COO of Medsite and involved with successful sale of the com-
pany to WebMD; Actng CEO / COO of NOP World and involved with the successful sale of the company
to GfK; President, Client Services and Consultng Group of Informaton Resources Inc. (IRI). Jim started
his career at Procter & Gamble in sales and then moved through a series of marketng management
positons at General Foods (Kraf), Mots USA (a division of Cadbury Schweppes) and culminatng as the
U.S. head of Marketng for Nestle Waters North America (Perrier) before joining Informaton Resources,
Inc. in 1990. He holds a B.A. degree in history from Williams College and an M.B.A. degree in marketng
from the Columbia University Graduate School of Business.
5:45 p.m. Day 1 Adjournment
5:45 p.m. - Cocktail Recepton with Exhibitors
7:00 p.m.
DAY II: Thursday, June 17, 2010
8:00 a.m. Breakfast with Exhibitors
8:45 a.m. Opening Remarks Day II
9:00 a.m. Turnaround Strategies
Engineering a turnaround in these economic conditons produces many lessons to be learned. Gain a frst-
hand perspectve on what can be done to re-invigorate a company.
• George Terhanian, President, Global Solutons, Harris Interactve Inc.
George is currently President, Global Solutons, a positon he has held since December 2008. In this
role, George oversees several areas, including Brand and Communicatons Consultng, Stakeholder
Relatonship Consultng, Marketng Sciences, Qualitatve Research, Youth & Educaton Research, the
Harris Poll, and the company’s internal Center for Innovaton. Prior to serving as President, Global Solu-
tons, George served as President of Harris Interactve Europe and Global Internet Research, from July
2003 and June 2002, respectvely. Before joining Harris Interactve in 1996, George taught in elemen-
tary and secondary schools in the United States and worked in the Inspector General’s Ofce of the
United States Department of Educaton. He has also served an appointment as an American Educatonal
Research Associaton Fellow at the Natonal Center for Educatonal Statstcs. George received a Ph.D.
from the University of Pennsylvania, an Ed.M from Harvard University, and his Bachelor of Arts degree
from Haverford College. He is a trustee of the Natonal Council of Public Opinion Polls and co-chairs the
Advertsing Research Foundaton’s “research on research” component of its Online Research Quality
initatve. George’s methodological expertse lies in the design and analysis of mutli-mode studies and
selecton bias modeling.
10:00 a.m. Navigatng Contracts & Procurement
Among the prevailing complaints of market researchers is the commoditzaton of their talents via increas-
ingly restrictve procurement processes. Whether it’s getng on approved vendor lists or working through
PROGRAM (cont.)
the demands of RFPs, frustraton is widespread. Before you walk away from potental business, gain a
beter understanding of your optons. Avoid pitalls in the procurement maze and garner free legal advice
on myriad contract issues.
• Russell F. Anderson, Atorney, Lev & Berlin, P.C.
Russ is an atorney with the frm of Lev & Berlin, P.C., and together with General Counsel Duane L.
Berlin, is part of CASRO’s legal team. Russ is an expert in the laws and regulatons governing the mar-
ket research industry, including privacy, data security and technology law. Together with Duane, Russ
routnely drafs and negotates contracts and agreements for many leading market survey research
frms. Russ also has an extensive practce in corporate and securites laws. Russ is a graduate of the
College of William and Mary Law School and Wesleyan University.
• Stuart Pardau, General Counsel, J.D. Power & Associates
Stuart earned his undergraduate degree from UC Santa Barbara and his law degree from Stanford. He
has extensive experience in commercial transactons, corporate law, employee benefts, commercial
licensing, anttrust and other regulatory maters. Stuart is a recognized authority in the feld of intel-
lectual property with professional speaking and writng engagements in the feld. He is a lecturer at
California State University Northridge.
10:30 a.m. Break with Exhibitors
11:00 a.m. Forging and Strengthening Client Relatonships
A panel of client-side researchers provide valuable perspectves on how they are adaptng to changing
economic situatons. How have budgets changed? Are they impactng purchase and value decisions now?
Have certain changes implemented last year become permanent?
• Dan Coates, President, Globalpark USA, Session Moderator
Dan is president of Globalpark USA and a veteran in the online research space. Prior to joining
Globalpark, Dan co-founded and remains actve in SurveyU (now Youth Pulse), and held positons as
Vice President of Sales & Marketng for Polimetrix (acquired by YouGov), Vice President of the Online
division of SPSS (acquired by IBM), and a co-founder of PlanetFeedback.com (acquired by Nielsen
Online). The frst decade of Dan’s career was spent founding Interactve divisions at Burke and
Millward Brown, as well as the Angus Reid Group (acquired by IPSOS).
• Kent Basset, Group Manager, Consumer Insights & Strategy, PepsiCo
Kent is a consumer insights professional with 10 years of Fortune 500 CPG experience. He currently
manages all consumer and strategic insights for the Quaker Foods & Snacks trademark. He has experi-
ence in the areas of new product development, business analysis, targetng and positoning, founda-
tonal research, strategic storytelling and employee/team development. Prior to his current positon,
Kent was Manager, Consumer Strategy & Insights at Kraf Foods and Associate Manager at Kellogg
Company. Kent earned his B.A. and M.A. from Western Michigan University and his M.B.A. from
DePaul University’s Charles H. Kellstadt Graduate School of Business.
• Steve Schwartz, Group Manager, Microsof Corporaton
Steve manages the group at Microsof responsible for research quality and standards. His role was
developed to identfy and implement market research processes that will increase the quality of
results for Microsof. His 25 years in research includes clients (American Home Products, Warner
Lambert) and vendors. He has his masters in Applied Social Research from City University New York.
PROGRAM (cont.)
• Eric Taylor, Senior Manager, General Mills
Eric has 17 years experience in the market research industry across CPG companies and research
suppliers. Eric has worked with mult-billion dollar business units applying insights to drive growth in
areas of marketng and branding, shoppers and sales/customers, product research and R&D, and
fnance and operatons.
12:15 p.m. Lunch
1:15 p.m. Business Management & Operatons: Panel Discussion
Despite an uptck in many economic indicators, budgets remain under intense scrutny. Those charged with
fnancial and operatons leadership face numerous pressures. What are the immediate concerns in terms
of managing your botom line, motvatng employees, and investng in business development? What issues
are clouding or hampering your long-term planning? Find out how your peers are answering these most
vexing questons.
• Rahul Sahgal, President & CEO, Annik Technology Services, Session Moderator
• Tyler McMullen, Senior Vice President, MarketVision Research
Tyler is Senior Vice President and a principal at MarketVision Research, a full service marketng research
supplier based in Cincinnat. Tyler has overall responsibility for fnance, human resources, and corporate
services. He also leads management and strategy for MarketVision’s investments in internal data collec-
ton tools and external marketng research partnerships. Tyler is a frequent speaker at marketng and
research conferences. He received an M.B.A. from the Darden School at the University of Virginia and a
B.A. in mathematcs and economics from Vanderbilt University. Prior to joining MarketVision, Tyler was
Managing Director for Sabre Holdings and AMR Corporaton in Dallas.
• Harold Busack, CFO, Thoroughbred Research Group
Harold has a combined 16 years of market research and fnance experience. He holds a B.A. in account-
ing with a minor in economics from Lenoir-Rhyne University. He is responsible for the Financial, Human
Resources and Business Management functons of Thoroughbred. He led a group of partners in the
2006 acquisiton of Thoroughbred as well as leading the company’s charge to establish an Employee
Stock Ownership Plan for its staf in 2007. Harold has also been instrumental in the expansion of re-
search services and Thoroughbred’s growth rate within the industry. Harold served as the Co-chair of
the 2005 CASRO CFO conference. He is also a fnalist for the 2010 Business First of Louisville CFO of the
Year Award.
• Mark Hardy, Chief Strategy Ofcer & Managing Director Americas, Survey Sampling
Internatonal
Mark joined SSI as Chief Strategy Ofcer, overseeing Marketng, IT Engineering, and Development,
in March 2009. With over 25 years experience across the Market Research and Informaton Services
industries, he has established a track record of driving growth through innovaton and the globalizaton
of company portolios. Mark’s most recent experience is as partner and COO of Earthsense, an ap-
plied marketng company he brought from concept to launch. Previously in his career, Mark served as
CMO and Global Managing Director of the Centers of Excellence at GfK NOP (formerly NOP World), and
Leader Global Informaton and Product Strategy at Dun & Bradstreet. Mark began his career at Procter
& Gamble, and has also held executve positons with Greenfeld Online and Informaton Resources.
Mark earned Bachelor of Science degrees in Marketng and Educaton from East Carolina University, and
atended Cornell University’s Executve Program.
PROGRAM (cont.)
2:30 p.m. Maximizing Sales With Informed, Consistent Acton
Don’t blame the poor economy for underperforming sales. Everything you need to land new accounts
and build business with current clients is well within reach. You need to absorb what the marketplace
and your clients are telling you, formulate appropriate actons and get your sales and account manage-
ment team working smarter and more systematcally. With the right strategy executed consistently you
can confdently set increased expectatons and achieve your organizaton’s growth goals. This interactve
session will give you the tools you need to boost your company’s sales.
• Bill Guerin, Partner, Cambiar
Bill is a sales, marketng and general management executve who has helped several organizatons
improve their business performance while also generatng greater commitment, engagement and
loyalty among their employees and customers. Bill has 25 years of experience with large, small and
mid-sized companies in a variety of industries and roles. Prior to joining Cambiar, he was Executve
Vice President of Client Solutons for TNS. At TNS, Bill built and managed their highly successful new
business development program, was the chief architect of the company’s sector-practce area col-
laboratve sales model, and established and led the North American group of specialty practce areas,
which included the company’s highest growth and most proftable revenues. Prior to TNS, Bill worked
as corporate head of sales for Total Research Corporaton and Harris Interactve, and was Director of
Sales and Marketng for PPL, a $6 billion Fortune 500 diversifed energy company. At PPL, Bill led the
transformaton of the sales force from a conservatve monopoly environment to a highly compettve,
performance-based culture through a comprehensive change management program. Bill holds a B.S.
degree in engineering from Swarthmore College and an M.B.A. in management science from Wilkes
University. He has also completed a number of advanced courses in sales, marketng, communicatons,
management, leadership and motvaton.
3:30 p.m. Conference Adjournment
PREMIER SPONSOR
PREMIER SPONSOR
e-Rewards
www.erewards.com/researchers
e-Rewards is a leading global online sampling and data
collecton company, recognized for delivering high-
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wards now operates panels in 36 countries with more
than six million panelists. With a multlingual staf located in 19 cites around the globe, e-Rewards
ofers a full suite of data collecton services including online sample, survey programming and
hostng, and survey translatons.
ActusMR
www.actusmr.com
ActusMR, Inc. is a sales and business strategy agency
focused on helping marketng research frms and suppli-
ers achieve greater success. Actus is a Latn word meaning
perfecton, determinaton and complement. Add the word
resource and you have the cornerstones of the company.
ActusMR™ specializes in helping clients achieve growth
by improving three areas of their business: sales, business
management and marketng. We go beyond coaching and
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All Global
www.allglobal.com
All Global is a mult-method healthcare data collecton
partner who works to achieve your research goals. By
SPONSORS & EXHIBITORS
utlizing our local knowledge of each country and our
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All Global is also a leading provider of niche specialized
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Dexterity
www.dexterity.in
Dexterity ofers market research outsourcing, data man-
agement and advanced analytc services for marketng and
customer intelligence. Dexterity ofers sofware platorms
for project management and web reportng. Additonal
services include 3D or fash survey programming, data
processing, reports, and marketng optmizaton models.
Dexterity supports research agencies, analytc frms, ad
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FieldworkPlus
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FieldworkPlus is a supplier of global market research
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Globalpark USA
www.globalpark.com
Globalpark is a true partner to the market research
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sofware is applied to engage audiences and extract
insights that drive product innovaton, customer loyalty,
and marketng reach. With Globalpark, you can create:
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management platorm; and Advocacy Networks that iden-
tfy enthusiastc and infuental customers, and provide
resources to turn them into your best marketers.
SPONSORS & EXHIBITORS (cont.)
Luth Research
www.luthresearch.com
Founded in 1977, Luth Research has consistently ofered
clients around the world the kind of forward-thinking
market research that moves businesses ahead. The
company’s ongoing commitment to personalized service,
advanced technology, and customized research methodol-
ogies places Luth Research at the forefront of the market
research industry. From its innovatve online panel,
SurveySavvy™, to the creatve combinaton of research
methods by an experienced team, clients can always
count on Luth Research for excellence in market research.
Ocucom
www.ocucom.com
Ocucom’s supplier focus is designing and developing
unique sofware solutons for the collecton and delivery
of informaton and providing services supportng and
exceeding highest standards with speed. Ocucom draws
upon its extensive experience in research and sampling
methodology, data collecton, analyses and sofware
development to partner with clients to design, develop
and execute projects that improve respondent coopera-
ton through ocular communicaton and provide more
meaningful informaton. Ocucom can be your outsourc-
ing partner for hostng projects, providing respondents
for online assignments or other forms of data collecton
as well as licensing. Flexible solutons ft client needs and
provide compettve advantages.
doc_537214738.pdf
This brief elucidation in relation to management conference the transition from survival to growth.
WELCOME
W
e’re pleased you have joined us at our frst Management Conference. The impetus for
developing this event was to bring together company leaders across the market research
industry to discuss strategy and everyday challenges during a tme of transiton. Our industry
and most others have tentatvely advanced from a mindset of indiscriminant budget slashing.
But how aggressive should we be in positoning our companies for future growth?
While one economist points to “green shoots” signaling an economic recovery, another warns
of a double-dip recession. Indeed it is a difcult tme to forecast sales, determine capital
investments, and make other key business decisions. One thing is certain: It is infnitely
more difcult to formulate business plans in a vacuum. That’s why a forum like this is
so valuable. Here you will have the opportunity to discuss your most critcal and
challenging issues with your peers. What are they seeing in the marketplace?
What policies and initatves have they insttuted in the past several months?
What’s working, what is not?
We encourage you to engage in open discussions with speakers and
fellow atendees – either in the session room or during breaks. We
think you’ll fnd that the more you give, the more you get.
Sincerely,
Diane K. Bowers, CASRO President
Rahul Sahgal, President & CEO, Annik Technology Services,
Conference Chair
DAY I: Wednesday, June 16, 2010
12:00 p.m. Registraton Opens
12:15 p.m. Lunch with Exhibitors
1:00 p.m. Opening Remarks
• Diane K. Bowers, CASRO President
• Rahul Sahgal, President & CEO, Annik Technology Services, Conference Chair
1:15 p.m. Mastering Corporate Entrepreneurship and Innovaton
• Robert Wolcot, Executve Director of Kellogg Innovaton Network, Kellogg School of Business
and author of Grow from Within: Mastering Corporate Entrepreneurship and Innovaton
2:15 p.m. The 2010 Honomichl Top 50: A Preview and Forecast
• Jack Honomichl, Founder, Inside Research
2:45 p.m. Managing Entrepreneurial Growth
• Sanford M. Schwartz, President, Phoenix Marketng Internatonal
3:15 p.m. Break with Exhibitors
3:45 p.m. ISO Certfcaton – Taking the Plunge to Improve Quality and Realize ROI
• Cathy Kneidl, Principal, cKe Consultng LLC; Certfcaton Director, CASRO Insttute for Research
Quality (CIRQ)
4:10 p.m. Survival to Growth: What it Takes to Make the Transiton
• Kevin Menk, Managing Partner, Strategic Resource Partners and Board Chair, CASRO
4:30 p.m. Strategy & Tactcs for Company Leaders: Panel Discussion
• Rahul Sahgal, President & CEO, Annik Technology Services, Session Moderator
• Michael Brereton, President, Maritz Research Inc.
• John Gongos, President/CEO, Gongos Research, Inc.
• Jim Follet, CEO, Authentc Response
5:45 p.m. Day 1 Adjournment
5:45 p.m. - Cocktail Recepton with Exhibitors
7:00 p.m.
Schedule contnues on next page
PROGRAM AT A GLANCE
PREMIER SPONSOR
TExT YOUR QUESTIONS TO: 631-626-4910
PROGRAM AT A GLANCE (cont.)
DAY II: Thursday, June 17, 2010
8:00 a.m. Breakfast with Exhibitors
8:45 a.m. Opening Remarks Day II
9:00 a.m. Turnaround Strategies
• George Terhanian, President, Global Solutons, Harris Interactve Inc.
10:00 a.m. Navigatng Contracts & Procurement
• Russell F. Anderson, Atorney, Lev & Berlin, P.C.
• Stuart Pardau, General Counsel, J.D. Power & Associates
10:30 a.m. Break with Exhibitors
11:00 a.m. Forging and Strengthening Client Relatonships
• Dan Coates, President, Globalpark USA, Session Moderator
• Kent Basset, Group Manager, Consumer Insights & Strategy, PepsiCo
• Steve Schwartz, Group Manager, Microsof Corporaton
• Eric Taylor, Senior Manager, General Mills
12:15 p.m. Lunch
1:15 p.m. Business Management & Operatons: Panel Discussion
• Rahul Sahgal, President & CEO, Annik Technology Services, Session Moderator
• Tyler McMullen, Senior Vice President, MarketVision Research
• Harold Busack, CFO, Thoroughbred Research Group
• Mark Hardy, Chief Strategy Ofcer & Managing Director Americas,
Survey Sampling Internatonal
2:30 p.m. Maximizing Sales With Informed, Consistent Acton
• Bill Guerin, Partner, Cambiar
3:30 p.m. Conference Adjournment
DAY I: Wednesday, June 16, 2010
12:00 p.m. Registraton Opens
12:15 p.m. Lunch with Exhibitors
1:00 p.m. Opening Remarks
• Diane K. Bowers, CASRO President
Diane, chief staf executve of CASRO since 1979, has been a member of the Board of Advisors of four
U.S. graduate programs in marketng research. In 2006 she received the “Research Industry Impact and
Prestge Award” from the Master of Marketng Research Program at the School of Business of Southern
Illinois University at Edwardsville. Diane is a member of ESOMAR’s Professional Standards Commitee,
and serves as Chair of ESOMAR’s Mobile Research Project Team. She is a Past President of the Market
Research Council (MRC), the Research Industry Coaliton (RIC), and the Council for Marketng and
Opinion Research (CMOR).
• Rahul Sahgal, President & CEO, Annik Technology Services, Conference Chair
Rahul is the founder and CEO of Annik Technology Services Pvt Ltd, a leader in providing market research
and data analytcs support services globally. Having spent many years in the U.S. working with some of
the global leaders in market research, including NFO, now part of TNS, Rahul started Annik afer return-
ing to India in 2000. Initally providing sofware development services, the company started ofering
data services in 2002 and grew from less than 20 employees to over 200 in just two years. Today, with
450 employees, Annik is recognized as a pioneer of the market research KPO space. Rahul has a total of
17 years experience working in the global market research and data management spaces and is a
frequent speaker at conferences. He has a master’s degree in physics from the University of Bridgeport
(Connectcut) and speaks fuent French. Having lived in many diferent countries and cultures, he
considers himself a global citzen.
1:15 p.m. Mastering Corporate Entrepreneurship and Innovaton
Citng his recently published book, Grow from Within, our keynote presenter provides frameworks and
tools for new business design, along with advice on how to plan and lead an ongoing innovaton program
based on your company’s strategic objectves and corporate context. Business leaders are using Grow
from Within to defeat commoditzaton, expand when acquisitons fail, and retain the talent that makes
companies great.
• Robert Wolcot, Executve Director of Kellogg Innovaton Network, Kellogg School of Business
Rob is Founder and Executve Director of the Kellogg Innovaton Network (KIN) and a member of the
faculty of the Kellogg School of Management, Northwestern University. He teaches corporate innovaton
and entrepreneurship for Kellogg in Evanston, Miami and Hong Kong. Formerly Visitng Professor at the Keio
Business School (Tokyo, Japan), Rob is advisor to NORDEN, the Nordic Innovaton Center, Nordic Council
of Ministers, Oslo, Norway, and a member of the Global Technology Council of Kraf Foods, Inc. His book,
with Dr. Michael Lippitz, Grow From Within: Mastering Corporate Entrepreneurship and Innovaton, was
published by McGraw-Hill in 2009. Rob’s work has appeared in MIT Sloan Management Review, The Wall
Street Journal, Advertsing Age, Business Week, The Financial Times (UK/European Editon) and The New
York Times. He is a frequent speaker at events worldwide. Rob also co-founded and serves as Managing
Partner of Clareo Partners LLC, a corporate strategy and innovaton management consultancy specializ-
ing in new business creaton and growth. He received a B.A., European and Chinese History; and an M.S.
and Ph.D., Industrial Engineering & Management Science from Northwestern University.
PROGRAM
PROGRAM (cont.)
2:15 p.m. The 2010 Honomichl Top 50: A Preview and Forecast
Get top-line results of the 37th Annual Market Research Industry Revenue Trends and Analysis Report—
the renowned “Honomichl Top 50.” How has the economic recession impacted the U.S. research industry?
• Jack Honomichl, Founder, Inside Research
Since 1969 Jack has writen about the market research industry, as publisher of the frst research
trade journal, The Analyst, as a columnist for Advertsing Age and the American Marketng Associa-
ton’s Marketng News. He authored an industry textbook, Honomichl on Marketng Research, has
writen nearly 400 artcles about the industry in the trade and academic press, has been a featured
speaker at natonal research industry conventons and trade associaton conferences, and has guest
lectured at several universites. Jack founded Inside Research in 1990. At his inducton to The Market
Research Council Hall of Fame in 2002, he was honored as the person who “defned the market
research industry.”
2:45 p.m. Managing Entrepreneurial Growth
There are many companies that are showing tremendous growth even in these uncertain tmes. What is
diferent about these companies? What are the challenges faced?
• Sanford M. Schwartz, President, Phoenix Marketng Internatonal
Sandy has worked in the marketng research industry for over 30 years functoning in a variety of
managerial and executve capacites. Sandy’s primary areas of expertse are in working with compa-
nies that are on the verge of accelerated growth, startng new ventures, strategic development and
mergers and acquisitons. Prior to joining Phoenix, Sandy held senior level positons at Westat, Elrick
and Lavidge, Quick Test Opinion Centers, Market Facts and Harris Interactve. Sandy has a Ph.D. in
sociology from Catholic University and a M.S.W. from Fordham University.
3:15 p.m. Break with Exhibitors
3:45 p.m. ISO Certfcaton – Taking the Plunge to Improve Quality and Realize ROI
Certfcaton to ISO 20252 and 26362 has been undertaken in Europe, Australia and elsewhere to a far
greater extent than the US. The tme has come for the US to meet the challenge of ISO—to document
and improve quality processes and achieve certfcaton to these global research standards. Companies
that have undergone the certfcaton process credit it with improving operatonal efciency and output
quality. It also represents a valuable credental in the eyes of clients. With the launch of the CASRO Inst-
tute for Research Quality (CIRQ) research companies now have access to a North American-based entty
that provides audit and certfcaton services to the research industry-specifc ISO 20252 and ISO 26362.
Learn more about the ISO certfcaton process, including important advice on audit preparaton.
• Cathy Kneidl, Principal, cKe Consultng LLC; Certfcaton Director, CASRO Insttute for
Research Quality (CIRQ)
Cathy recently established her own consultng business focused on planning and quality operatons
for marketng research businesses, afer spending the last 34 years with Maritz Research. At the tme
she lef Maritz (June 2009) she was Group Vice President responsible for global strategic planning
and product development. She has recently accepted the role of Certfcaton Director for the newly
formed CASRO Insttute for Research Quality (CIRQ), a non-proft subsidiary of CASRO, that provides
auditng and certfcaton services to companies that wish to become certfed to ISO 20252 and/or
ISO 26362. Throughout her 35-plus years in the business Cathy has held numerous positons, with in-
creasing levels of responsibility, dealing with strategic planning and product development, the estab-
lishment and maintenance of a Quality Management System for ISO 9001 registraton, management
of full service research operatons, and U.S. and European data collecton operatons. During this
PROGRAM (cont.)
tme she gained substantal experience in all phases of the research process, including client service,
research design through delivery of results, project management, and ISO 9001 compliance. Prior to
joining Maritz, Cathy worked for the Dracket Company in marketng research and graduated from the
University of Cincinnat with a B.S. degree in home economics, concentratng in food science. Cathy
is a current member of the American Marketng Associaton and the Marketng Research Associaton
(for which she served as a Director at Large on its natonal board from 1997 to 2000). Her business is
located in St. Louis, Missouri.
4:10 p.m. Survival to Growth: What it Takes to Make the Transiton
Are mere adjustments adequate, or do you need a new business model? How are priorites changing for
the investment of tme and funds?
• Kevin Menk, Managing Partner, Strategic Resource Partners and Board Chair, CASRO
Kevin has more than 25 years of marketng consultng and marketng research experience, support-
ing a wide variety of industries including telecommunicatons, health care, medical device, fnancial
services, building trades and educaton. Kevin’s Minneapolis-based frm provides consultng expertse
to support marketng strategy, including positoning, branding, segmentaton, pricing and communica-
ton. In nearly all initatves marketng research is required to discover opportunites, test new con-
cepts and ideas, and both inform and validate strategic directon. Kevin is current Chair of the Board
of Directors for CASRO, serving on the Board since 2004 as Treasurer and then Chair-Elect. Kevin
earned both his B.S. and M.S.B. degrees from the University of Minnesota.
4:30 p.m. Strategy & Tactcs for Company Leaders: Panel Discussion
Research industry CEOs discuss strategies and how they may have changed over the past six months. At
an industry level, the discussion will emphasize the adaptability required, at a strategic level, the focus
will be reactons to changing economic scenarios. This will be an interactve session discussing issues and
approaches to make the most of the economic recovery.
• Rahul Sahgal, President & CEO, Annik Technology Services, Session Moderator
• Michael Brereton, President, Maritz Research Inc.
Michael was named President of Maritz Research in October of 2003. In this role he has general man-
agement responsibility for Maritz global operatons. Prior to becoming president, Michael was the
North America Managing Director having responsibility for Maritz Research businesses headquartered
in the United States and Canada. Previously Michael served as Group Vice President for Maritz, Global
Automotve Research Group. He has also held other management positons with Maritz in its Detroit,
St. Louis and Chicago operatons. Prior to joining Maritz in 1987, Michael was involved in advertsing
research, future product planning research, and corporate segmentaton while employed at General
Motors of Canada. He received a B.S. degree from General Motors Insttute in Flint, Michigan and an
M.B.A. degree from Bowling Green State University in Ohio.
• John Gongos, President/CEO, Gongos Research, Inc.
Afer serving key positons on both the client and supplier side during the frst eight years of his career,
John founded Gongos Research in 1991. Initally serving primarily the automotve industry, today over
75% of the company’s revenues come from non-automotve industries (consumer products, fnancial,
retail, technology). Contnued growth led to breaking through to the Honomichl Top 50 in 2008 and
being recognized in 2010 by Inc. magazine as a fnalist in their Winning Workplace issue. A sought-
afer moderator of over 1300 focus groups, John’s extensive work in new product development
research led Quirk’s Marketng Research Review to publish his artcles, including “The Seven Rules of
Design Research” and “Begin with a Head Start.” John earned his B.S. at Miami University (Ohio) and
his M.B.A. at the University of Cincinnat with a focus in Marketng and Quanttatve Analysis.
PROGRAM (cont.)
• Jim Follet, CEO, Authentc Response
Jim joined Authentc Response as a Board Member in April of 2009 and as Chief Executve Ofcer in
September 2009. Jim has a proven track record of 30+ years of leadership in both global Marketng
Informaton Services and Consumer Packaged Goods (CPG). Prior to Authentc Response, Jim was the
CEO of Survey Sampling Internatonal; COO of Medsite and involved with successful sale of the com-
pany to WebMD; Actng CEO / COO of NOP World and involved with the successful sale of the company
to GfK; President, Client Services and Consultng Group of Informaton Resources Inc. (IRI). Jim started
his career at Procter & Gamble in sales and then moved through a series of marketng management
positons at General Foods (Kraf), Mots USA (a division of Cadbury Schweppes) and culminatng as the
U.S. head of Marketng for Nestle Waters North America (Perrier) before joining Informaton Resources,
Inc. in 1990. He holds a B.A. degree in history from Williams College and an M.B.A. degree in marketng
from the Columbia University Graduate School of Business.
5:45 p.m. Day 1 Adjournment
5:45 p.m. - Cocktail Recepton with Exhibitors
7:00 p.m.
DAY II: Thursday, June 17, 2010
8:00 a.m. Breakfast with Exhibitors
8:45 a.m. Opening Remarks Day II
9:00 a.m. Turnaround Strategies
Engineering a turnaround in these economic conditons produces many lessons to be learned. Gain a frst-
hand perspectve on what can be done to re-invigorate a company.
• George Terhanian, President, Global Solutons, Harris Interactve Inc.
George is currently President, Global Solutons, a positon he has held since December 2008. In this
role, George oversees several areas, including Brand and Communicatons Consultng, Stakeholder
Relatonship Consultng, Marketng Sciences, Qualitatve Research, Youth & Educaton Research, the
Harris Poll, and the company’s internal Center for Innovaton. Prior to serving as President, Global Solu-
tons, George served as President of Harris Interactve Europe and Global Internet Research, from July
2003 and June 2002, respectvely. Before joining Harris Interactve in 1996, George taught in elemen-
tary and secondary schools in the United States and worked in the Inspector General’s Ofce of the
United States Department of Educaton. He has also served an appointment as an American Educatonal
Research Associaton Fellow at the Natonal Center for Educatonal Statstcs. George received a Ph.D.
from the University of Pennsylvania, an Ed.M from Harvard University, and his Bachelor of Arts degree
from Haverford College. He is a trustee of the Natonal Council of Public Opinion Polls and co-chairs the
Advertsing Research Foundaton’s “research on research” component of its Online Research Quality
initatve. George’s methodological expertse lies in the design and analysis of mutli-mode studies and
selecton bias modeling.
10:00 a.m. Navigatng Contracts & Procurement
Among the prevailing complaints of market researchers is the commoditzaton of their talents via increas-
ingly restrictve procurement processes. Whether it’s getng on approved vendor lists or working through
PROGRAM (cont.)
the demands of RFPs, frustraton is widespread. Before you walk away from potental business, gain a
beter understanding of your optons. Avoid pitalls in the procurement maze and garner free legal advice
on myriad contract issues.
• Russell F. Anderson, Atorney, Lev & Berlin, P.C.
Russ is an atorney with the frm of Lev & Berlin, P.C., and together with General Counsel Duane L.
Berlin, is part of CASRO’s legal team. Russ is an expert in the laws and regulatons governing the mar-
ket research industry, including privacy, data security and technology law. Together with Duane, Russ
routnely drafs and negotates contracts and agreements for many leading market survey research
frms. Russ also has an extensive practce in corporate and securites laws. Russ is a graduate of the
College of William and Mary Law School and Wesleyan University.
• Stuart Pardau, General Counsel, J.D. Power & Associates
Stuart earned his undergraduate degree from UC Santa Barbara and his law degree from Stanford. He
has extensive experience in commercial transactons, corporate law, employee benefts, commercial
licensing, anttrust and other regulatory maters. Stuart is a recognized authority in the feld of intel-
lectual property with professional speaking and writng engagements in the feld. He is a lecturer at
California State University Northridge.
10:30 a.m. Break with Exhibitors
11:00 a.m. Forging and Strengthening Client Relatonships
A panel of client-side researchers provide valuable perspectves on how they are adaptng to changing
economic situatons. How have budgets changed? Are they impactng purchase and value decisions now?
Have certain changes implemented last year become permanent?
• Dan Coates, President, Globalpark USA, Session Moderator
Dan is president of Globalpark USA and a veteran in the online research space. Prior to joining
Globalpark, Dan co-founded and remains actve in SurveyU (now Youth Pulse), and held positons as
Vice President of Sales & Marketng for Polimetrix (acquired by YouGov), Vice President of the Online
division of SPSS (acquired by IBM), and a co-founder of PlanetFeedback.com (acquired by Nielsen
Online). The frst decade of Dan’s career was spent founding Interactve divisions at Burke and
Millward Brown, as well as the Angus Reid Group (acquired by IPSOS).
• Kent Basset, Group Manager, Consumer Insights & Strategy, PepsiCo
Kent is a consumer insights professional with 10 years of Fortune 500 CPG experience. He currently
manages all consumer and strategic insights for the Quaker Foods & Snacks trademark. He has experi-
ence in the areas of new product development, business analysis, targetng and positoning, founda-
tonal research, strategic storytelling and employee/team development. Prior to his current positon,
Kent was Manager, Consumer Strategy & Insights at Kraf Foods and Associate Manager at Kellogg
Company. Kent earned his B.A. and M.A. from Western Michigan University and his M.B.A. from
DePaul University’s Charles H. Kellstadt Graduate School of Business.
• Steve Schwartz, Group Manager, Microsof Corporaton
Steve manages the group at Microsof responsible for research quality and standards. His role was
developed to identfy and implement market research processes that will increase the quality of
results for Microsof. His 25 years in research includes clients (American Home Products, Warner
Lambert) and vendors. He has his masters in Applied Social Research from City University New York.
PROGRAM (cont.)
• Eric Taylor, Senior Manager, General Mills
Eric has 17 years experience in the market research industry across CPG companies and research
suppliers. Eric has worked with mult-billion dollar business units applying insights to drive growth in
areas of marketng and branding, shoppers and sales/customers, product research and R&D, and
fnance and operatons.
12:15 p.m. Lunch
1:15 p.m. Business Management & Operatons: Panel Discussion
Despite an uptck in many economic indicators, budgets remain under intense scrutny. Those charged with
fnancial and operatons leadership face numerous pressures. What are the immediate concerns in terms
of managing your botom line, motvatng employees, and investng in business development? What issues
are clouding or hampering your long-term planning? Find out how your peers are answering these most
vexing questons.
• Rahul Sahgal, President & CEO, Annik Technology Services, Session Moderator
• Tyler McMullen, Senior Vice President, MarketVision Research
Tyler is Senior Vice President and a principal at MarketVision Research, a full service marketng research
supplier based in Cincinnat. Tyler has overall responsibility for fnance, human resources, and corporate
services. He also leads management and strategy for MarketVision’s investments in internal data collec-
ton tools and external marketng research partnerships. Tyler is a frequent speaker at marketng and
research conferences. He received an M.B.A. from the Darden School at the University of Virginia and a
B.A. in mathematcs and economics from Vanderbilt University. Prior to joining MarketVision, Tyler was
Managing Director for Sabre Holdings and AMR Corporaton in Dallas.
• Harold Busack, CFO, Thoroughbred Research Group
Harold has a combined 16 years of market research and fnance experience. He holds a B.A. in account-
ing with a minor in economics from Lenoir-Rhyne University. He is responsible for the Financial, Human
Resources and Business Management functons of Thoroughbred. He led a group of partners in the
2006 acquisiton of Thoroughbred as well as leading the company’s charge to establish an Employee
Stock Ownership Plan for its staf in 2007. Harold has also been instrumental in the expansion of re-
search services and Thoroughbred’s growth rate within the industry. Harold served as the Co-chair of
the 2005 CASRO CFO conference. He is also a fnalist for the 2010 Business First of Louisville CFO of the
Year Award.
• Mark Hardy, Chief Strategy Ofcer & Managing Director Americas, Survey Sampling
Internatonal
Mark joined SSI as Chief Strategy Ofcer, overseeing Marketng, IT Engineering, and Development,
in March 2009. With over 25 years experience across the Market Research and Informaton Services
industries, he has established a track record of driving growth through innovaton and the globalizaton
of company portolios. Mark’s most recent experience is as partner and COO of Earthsense, an ap-
plied marketng company he brought from concept to launch. Previously in his career, Mark served as
CMO and Global Managing Director of the Centers of Excellence at GfK NOP (formerly NOP World), and
Leader Global Informaton and Product Strategy at Dun & Bradstreet. Mark began his career at Procter
& Gamble, and has also held executve positons with Greenfeld Online and Informaton Resources.
Mark earned Bachelor of Science degrees in Marketng and Educaton from East Carolina University, and
atended Cornell University’s Executve Program.
PROGRAM (cont.)
2:30 p.m. Maximizing Sales With Informed, Consistent Acton
Don’t blame the poor economy for underperforming sales. Everything you need to land new accounts
and build business with current clients is well within reach. You need to absorb what the marketplace
and your clients are telling you, formulate appropriate actons and get your sales and account manage-
ment team working smarter and more systematcally. With the right strategy executed consistently you
can confdently set increased expectatons and achieve your organizaton’s growth goals. This interactve
session will give you the tools you need to boost your company’s sales.
• Bill Guerin, Partner, Cambiar
Bill is a sales, marketng and general management executve who has helped several organizatons
improve their business performance while also generatng greater commitment, engagement and
loyalty among their employees and customers. Bill has 25 years of experience with large, small and
mid-sized companies in a variety of industries and roles. Prior to joining Cambiar, he was Executve
Vice President of Client Solutons for TNS. At TNS, Bill built and managed their highly successful new
business development program, was the chief architect of the company’s sector-practce area col-
laboratve sales model, and established and led the North American group of specialty practce areas,
which included the company’s highest growth and most proftable revenues. Prior to TNS, Bill worked
as corporate head of sales for Total Research Corporaton and Harris Interactve, and was Director of
Sales and Marketng for PPL, a $6 billion Fortune 500 diversifed energy company. At PPL, Bill led the
transformaton of the sales force from a conservatve monopoly environment to a highly compettve,
performance-based culture through a comprehensive change management program. Bill holds a B.S.
degree in engineering from Swarthmore College and an M.B.A. in management science from Wilkes
University. He has also completed a number of advanced courses in sales, marketng, communicatons,
management, leadership and motvaton.
3:30 p.m. Conference Adjournment
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ofshore prices.
FieldworkPlus
www.feldworkplus.com
FieldworkPlus is a supplier of global market research
operatons and online feldwork to the world’s leading
consultants and companies. With more than 200+ panel
providers, 50 million individuals across 60+ countries at
your service, you can conduct research anywhere and
get free consultaton on your projects. The company also
ofers the seamless additon of scriptng, cleaning data
processing and chartng. FieldworkPlus works on behalf
of its clients to negotate with multple panel sources to
provide reliable, tailored sample/panel sources at highly
cost-efectve rates.
Globalpark USA
www.globalpark.com
Globalpark is a true partner to the market research
industry, ofering a technology platorm to support panel,
community and feedback management. The company’s
sofware is applied to engage audiences and extract
insights that drive product innovaton, customer loyalty,
and marketng reach. With Globalpark, you can create:
Surveys with in-built quality assurance – online, ofine
or mobile; Panel Communites that fuse quanttatve and
qualitatve techniques, using an open and efcient panel
management platorm; and Advocacy Networks that iden-
tfy enthusiastc and infuental customers, and provide
resources to turn them into your best marketers.
SPONSORS & EXHIBITORS (cont.)
Luth Research
www.luthresearch.com
Founded in 1977, Luth Research has consistently ofered
clients around the world the kind of forward-thinking
market research that moves businesses ahead. The
company’s ongoing commitment to personalized service,
advanced technology, and customized research methodol-
ogies places Luth Research at the forefront of the market
research industry. From its innovatve online panel,
SurveySavvy™, to the creatve combinaton of research
methods by an experienced team, clients can always
count on Luth Research for excellence in market research.
Ocucom
www.ocucom.com
Ocucom’s supplier focus is designing and developing
unique sofware solutons for the collecton and delivery
of informaton and providing services supportng and
exceeding highest standards with speed. Ocucom draws
upon its extensive experience in research and sampling
methodology, data collecton, analyses and sofware
development to partner with clients to design, develop
and execute projects that improve respondent coopera-
ton through ocular communicaton and provide more
meaningful informaton. Ocucom can be your outsourc-
ing partner for hostng projects, providing respondents
for online assignments or other forms of data collecton
as well as licensing. Flexible solutons ft client needs and
provide compettve advantages.
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