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1:00 pm
to
6:00 pm

Registration Open

2:30 pm
to
5:30 pm

Break
4:00 pm
to
4:15 pm

Business Rules from A - Z: What You Need to Know

Ronald G. Ross, Business Rule Solutions, LLC, Principal & Executive Editor www.BRCommunity.com

Succeeding as a Decision-Centric Organization

Neil Raden, Smart (enough) Systems, Co-Founder James Taylor, Smart (enough) Systems, Co-Founder

SOA and Business Rules - Building a Powerful, Flexible Application Platform

Michael Krouze, Charter Solutions, Chief Technology Officer and Director of Management Consulting Services

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8:00 am
to
7:00 pm

Registration Open

8:00 am
to
9:00 am

Continental Breakfast

9:00 am
to
12:00 pm

Break
10:30 am
to
10:45 am

Capturing Business Rules - from Facilitated Sessions, from Great Big Book and from Application Code

Gladys S.W. Lam, Business Rule Solutions, LLC, Principal & Conference Executive Director

Developing a Business Process Architecture and Program of Change

Roger Burlton, Process Renewal Consulting Group Inc., Founder

Agile Model Driven Development (AMDD): Practices for Scaling Agile Software Development

Scott Ambler, IBM, Practice Leader Agile Development

12:00 pm
to
1:30 pm

Attendee Networking Lunch

1:30 pm
to
4:30 pm

Break
3:00 pm
to
3:15 pm

A Framework for Selecting Business Rules Platforms

John R. Rymer, Forrester Research, Inc., Vice President and Principal Analyst

Top 10 Data Mining Mistakes (and how to avoid them)

Dr. John Elder IV, Ph.D., Elder Research, Inc., Chief Scientist

Optimization Technology and Business Innovation

Dr. David Simchi-Levi, MIT, Professor of Civil and Environmental Engineering and Engineering Systems

4:45 pm
to
6:45 pm

Fun Labs

4:45 PM - 6:45 PM

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7:30 am
to
7:30 pm

Registration Open

7:30 am
to
8:45 am

Continental Breakfast

8:45 am
to
9:00 am

General Session

Conference Welcome / Opening Remarks

Gladys S.W. Lam, Business Rule Solutions, LLC, Principal & Conference Executive Director

9:00 am
to
10:00 am

Keynote

From Here to Agility

Ronald G. Ross, Business Rule Solutions, LLC, Principal & Executive Editor www.BRCommunity.com

EDM

CHIEF ARCHITECT

10:05 am
to
11:05 am

Optimizing Business Rules Change Control by Effective Principles, Policy and Guidelines

Sam Paper, Bank of America, SVP, Sr. Architect

West Bend Rocked ... and now it Rules!

Jeff Wegner, West Bend Mutual Insurance Company, Business Architect Cindy Scullion, Business Rule Solutions, LLC, Senior Consultant

Redefining Online Travel: Hotwire's Business Rules-Based Approach to Serving the Price-Savvy Travel Customer

Darren Koch, Hotwire, Sr. Manager, Revenue Management

Who's Contacting Us and Why? The Application of Customer-Centric Intelligence and Models in the Contact Center

Gary W. Class, Wells Fargo, Senior Vice President

Beyond Subject Matter Expertise: Sourcing and Managing Business Rules for the Adaptive Enterprise

Steve Demuth, ILOG, Director of Business Rule Product Management

11:05 am
to
11:20 am

Break

11:20 am
to
12:20 pm

Sun's Risk Analysis System: A Study in Risk Mitigation

Rex Martin Ph.D., Sun Microsystems™, Inc., Principal Engineer and Senior Architect Paris Bingham, Sun Microsystems™, Inc., Principal Engineer and Senior Architect

It's a Data World After All: Why the Business Should Care About Data Requirements

Pat Wilson, Walt Disney World Co., Information Technology Specialist

Process and Rules: The Collaboration Effect

Kelly Karlen, Blue Cross Blue Shield of Minnesota, Manager, Rules Management Office Sands McAlees-Callanan, Blue Cross Blue Shield of Minnesota, Senior Process Developer

Building a Decision Engine

Chris Collard, Dell, Inc., Sr. Solutions Architect

Rules for Effective IT/Business Collaboration: Bridging the Gap from IT Coding Business Logic to User-Driven Dynamic Decisioning

Paul Hessinger, InRule Technology, Inc., Chief Executive Officer

12:00 pm
to
2:00 pm

RulesExpo Exhibit Floor Open

12:20 pm
to
2:05 pm

Attendee Networking Lunch

Video Keynote

Decision Management and the Power of Business Rules and Analytics

Tom Davenport, Best-selling author of Competing on Analytics: The New Science of Winning

2:05 pm
to
3:05 pm

"One Size Doesn't Fit All"

Joe Garrity, The Hartford, Senior Architect Kathleen Barrett, The Hartford, Application Development Specialist

Solving a Multi-Decade Problem for 200,000 Users Using Business Rules Management

Josh Sharfman, California Association of REALTORS®, Chief Technology Officer

Agility Scenarios for Retirement Systems

Mike Freiling, Conceptrics Inc., Business Rule Architect Jordan Masanga, Oregon Public Employees Retirement System, Technology Officer

Incorporating Syndicated Data Into Your Information Management Environment

William McKnight, Lucidity Consulting Group, Partner, Information Management

Building a Servicing Backbone with Rules and Process

Stephen Zisk, Pegasystems, Inc., BPM Product Marketing Management

Fun Labs

2:05 PM - 4:05 PM

3:10 pm
to
4:10 pm

Mixing Rules and Process

Sandy Kemsley, Kemsley Design, BPM Analyst and System Architect

Trainer in a Box: Enabling Automated World Class Training with the Prescription Engine

Jon Zerden, Athletes' Performance, CTO Brian Stucky, InScope Solutions, Inc., Vice President, Decision Management Solutions

Semantics and Business Rules: Bridging the Gap

Dave McComb, Semantic Arts, Inc., President

Rules and Process Management for Insurers

Owen Williams, Chubb & Son, Vice President of Specialty Ian Brodie, Fair Isaac Corporation, Client Partner

Business Decisions From Real-Time Processing of Events

Paul Vincent, TIBCO, CTO, Business Rules and CEP

4:15 pm
to
5:15 pm

The Role of Business Rules in Driving Desired Business Behavior

Peter O'Donoghue, Computer Sciences Corporation, Program Manager

Enterprise Lexicon Services (ELS)

Jayson Durham, ASN(RDA)CHSENG / SSC-SD, NAERG/ELS Project Lead

Vendor Panel:

Moderator: John Rymer, Forrester Research, Inc., Vice President and Principal Analyst

5:15 pm
to
7:45 pm

RulesExpo : Private Reception for Conference Attendees

Fun Labs

5:30 PM - 7:30 PM

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8:00 am
to
6:30 pm

Registration Open

8:00 am
to
9:00 am

Continental Breakfast

9:00 am
to
10:00 am

Keynote

Competing on Decisions

Neil Raden, Smart (enough) Systems, Co-Founder James Taylor, Smart (enough) Systems, Co-Founder

EDM

CHIEF ARCHITECT

10:05 am
to
11:05 am

Organizing a Business Rule Harvesting Project - Divide and Conquer

Gladys S.W. Lam, Business Rule Solutions, LLC, Co-Founder & Principal; Publisher (www.BRCommunity.com)

Integration of a rules engine with Sonic SOA Environment

Gabor Liptak, Kemper, Architect

Putting Business Rule Repositories in Their Place: Separating Repositories from Implementations to Empower Your SOA

Paul Avilez, Liberty Mutual Insurance Group, Agency Markets, Senior Software Developer

Establishing a BI Retail Operational Model as the First Step to Event-Based Decision Retailing

Bruce Mason, Circuit City Stores, Program Manager Natalie Wilson, Circuit City Stores, Systems Consultant

Smarter Decisions with Rules, Analytics and Optimization Technologies

Carole-Ann Matignon, Fair Isaac Corporation, Vice President, Product Management

11:05 am
to
11:20 am

Break

11:20 am
to
12:20 pm

It's a Wild World - Introducing a Rules Methodology in a Changing Environment

Kathy Gorman, Insurance Corporation of British Columbia, Manager, Business Transformation Services Kristen Seer, Business Rule Solutions, LLC, Senior Consultant

Rules in Tables, Spreadsheets and Diagrams: Towards High Definition Communication

Jan Vanthienen, K.U. Leuven, Professor in Business Information Systems

Implementing Complex Decision Services in an SOA Infrastructure

Kevin Forbes, Healthways, Inc., Enterprise Architect

From Scores to Strategies - the Use of Analytics in Business Decisions

Lamar Shahbazian, InfoCentricity, Vice President Sharon O'Reilly, KeyBank, Sr. Project Manager

It's a Model-Driven, Service-Oriented World

Pedram Abrari, Corticon Technologies, Inc., CTO, Founder

12:00 pm
to
1:45 pm

RulesExpo Exhibit Floor Open

12:20 pm
to
1:40 pm

Attendee Networking Lunch

1:40 pm
to
2:40 pm

BRMS, BPM, EAI and SOA - Building an Agile Technology Stack for your Enterprise

Michael Krouze, Charter Solutions, Chief Technology Officer and Director of Management Consulting Services

Vocabulary and Rule Management, the Next Generation

Silvie Spreeuwenberg, LibRT, Founder & Director Rik Gerrits, RuleArts, Chief Architect

Automated Customer Acquisition Enabled by Business Rules

Don Ames, HealthCurrents, Inc., President

Predictive Analytics Produces Business Rules That Deliver

Eric Siegel, Prediction Impact, Inc., President

Standards for a Business Rules and Decisions Reference and Requirements Architecture

Art Tortolero, Innovations Software Technology, President

Fun Labs

1:40 PM - 3:40 PM

2:45 pm
to
3:45 pm

Special Practitioner's Panel: The Real World Dos and Don'ts of Business Rules

Moderator: Gladys S.W. Lam, Business Rule Solutions, LLC, Co-Founder & Principal; Publisher (www.BRCommunity.com)

Next Generation Decisioning Methodology

Mark Norton, Idiom Ltd., Product Director

Semantic Processes, Services and Events

Paul Haley, Automata, Inc., Founder

3:45 pm
to
4:00 pm

Break

4:00 pm
to
4:20 pm

HOT TOPICS

Hard-hitting in-and-out discussion sessions on current issues

Fun Labs

4:00 PM - 6:00 PM

Hot Topics

"The History & Basics of Services Based Architectures"

Robert Abate, RCG Information Technology, Global Managing Principal - Development & Integration Practice

Hot Topics

Enterprise Architecture Decision Services

Dan Appleton, D. Appleton Company, Inc. (DACOM), CEO

Hot Topics

Integrated Business Rules and Constraint Programming Technologies for EDM

Eugene Freuder, Cork Constraint Computation Centre, Director Jacob Feldman, OpenRules, Inc., CTO

Hot Topics

State-of-the-Art Optimization Technical Advances

Alkis Vazacopoulos, Fair Isaac Corporation, Vice President, Research

Hot Topics

Adaptive Decision Management

C. Scott Barrington, Select University Technologies, Inc., Director of Business Development

4:25 pm
to
4:45 pm

HOT TOPICS

Hard-hitting in-and-out discussion sessions on current issues

See updated Conference Schedule www.BusinessRulesForum.com as we continue to update our program offerings

Hot Topics

Performance Tuning In Business Rules

, ,

Hot Topics

Open Source Tools - Good, Bad & Ugly

, ,

Hot Topics

Managing Rules Across Multiple Projects

, ,

Hot Topics

Text Analytics and Decisioning

, ,

Hot Topics

State-of-the-Art In Predictive Analytics

, ,

4:00 pm
to
6:30 pm

RulesExpo

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7:30 am
to
4:00 pm

Registration Open

7:00 am
to
8:00 am

Continental Breakfast

EDM

8:00 am
to
9:00 am

The Architecture of Business Rules inside of the Financial System of the Honduran Government

Alfredo Torrez, Finance Bureau of the Republic of Honduras, International Consultant Nestor Alonzo, Finance Bureau of the Republic of Honduras, Database Administrator (DBA)

How to Capture Business Rules using Use Cases

Anthony Phillips, Ivar Jacobson Consulting, Consultant

Navy IT Navigates Business Chaos and Survives Budget Cuts While Driving Business Value

William (Bill) Reynolds, US Navy, Director Systems Engineering & Technology Services Gary Starling, Computer Sciences Corporation, Business Process Architect Leader

Tools to Rule - Building Blocks of Enterprise Decision Management

Michele Edelman, Discover Financial Services, Director, Risk Management

SBVR Distilled: Essence of Business Rules

Keri Anderson Healy, BRCommunity.com, Editor

9:05 am
to
10:05 am

Security of Services

David Read, Blue Slate Solutions, CTO Michael Strianese, Blue Slate Solutions, Program Leader

Good Business Process BREAKS THE RULES!

Kathy A. Long, Innovative Process Consulting, Inc., President

Reducing Risk by Using a Phased-in Approach to Rules Integration

Thayumanavan (Raja) Rasapillai, Canada Revenue Agency, Senior Programs Officer Jim Sorofty, Canada Revenue Agency, Manager, Business Rules Section

Integrating Predictive Analytics and BRM to Improve Health Plan Member Experience

John Lucker, Deloitte Consulting LLP, Principal Mo Masud, Deloitte Consulting, LLP, Senior Manager

SBVR Distilled: Essence of Business Vocabulary

Keri Anderson Healy, BRCommunity.com, Editor

10:05 am
to
10:20 am

Break

10:20 am
to
11:20 am

A Case Study for Business Rules in Mortgage Lending - Minnesota Housing

Meg Lattery, Minnesota Housing, Project Manager Bruno Trimouille, ILOG, Director of Market Development, Financial Services

The "OMG Certified Expert in BPM" Exam and the Role of Business Rules

Tom Debevoise, Tipping Point Solutions, Chief Technology Officer Jon Siegel, Object Management Group, Vice President, Technology Transfer

Let the Lawyers Write the Rules

Terry Moriarty, Inastrol, President

New Approaches to Creating, Visualizing and Comparing Strategies

Stuart Crawford, Fair Isaac Corporation, Vice President, Research

Business People Don't Set Variables and Call Functions - Business Rules in Business Language

Don Baisley, Microsoft, Software Architect

11:25 am
to
12:25 pm

Applying Business Rules to Complex Patent Data Processing - European Patent Office Experience

Rex Bosma, European Patent Office, Project Manager Jacob Feldman, OpenRules, Inc., Chief Technology Officer

Increasing the IQ of Processes for Profitability

Jim Sinur, Global 360, Chief Strategy Officer

Business and People Issues In Implementing Business Rule Management for Decision Makers

Frank Habraken, CSC Australia, Program Manager

Event Processing: Leveraging Key Business Events to Drive Better and Faster Decisions

Michael Lock, Aberdeen Group, Research Analyst

A Model-Driven Approach to Business

Fred Waskiewicz, OMG, Director of Standards and Liaisons

12:25 pm
to
1:45 pm

Attendee Lunch -- "Rules on the Web" Box Lunch Panel Session

Moderator: John Hall, Model Systems, Director

1:45 pm
to
2:45 pm

Emerging Trends & Decisioning Panel

Moderator, Kristen Seer, Business Rule Solutions, LLC, Senior Consultant

Agile Deployment of Predictive Analytics Using Amazon EC2

Michael Zeller, Zementis, CEO

Business Rules - Standards Are Here

John Hall, Model Systems, Director

2:50 pm
to
3:50 pm

Lessons Learned- Practical Tips for Integrating BREs in a SOA-environment: An Automated Underwriting Example

Donald Searing, Ph.D., Colibrium Partners, LLC, Managing Consultant James Mills, Colibrium Partners, LLC, Consultant

Documenting Business Rules Using Off the Shelf Requirements Software: Not Business Requirements As Usual

Giovanni Diviacchi, Fannie Mae, Senior Business Analyst

The Rules of Rules: Automating Project Tailoring for Process and Rule Best Practices

Vanessa Carter, IRS, Director of Asset Management, Business Rules & Requirements Management Office Art Moore, Clear Systems LLC, President

Using EDM to Allocate Marketing Resources

David Raab, Raab Associates Inc., Principal

Standards Panel

Moderator: John Hall, Model Systems, Director