Strategy in Turbulence: Miami 2025
UPDATE adding Logistical and Entrance Instructions for Tuesday 2/25
Venue address: The EAST Miami, 788 Brickell Plaza, Miami, FL 33131
Enter the EAST and make your way to the bank of elevators. Ascend to the 38th floor and follow signage to the "Seth Room”. There will be a registration table visible for check-in.
Parking: If you are parking you can pull up to the main entrance of the EAST. There is complimentary valet parking.
Summit check-in is 8:30-9:00am. For those staying nearby or onsite, we look forward to seeing you bright and early. If you are local and driving, plan for Miami traffic, but don't stress if you get caught and arrive late- the team can check you in at any time.
It’s a great group coming together. You received an RSVP list by email from the team. Let us know if any individuals or companies are of particular interest/priority to you. We have specific connections in mind for those we have checked in with recently and will make those when you arrive.
Strategy in Turbulence: Miami 2025
Turbulence (/ˈtɜːr.bjə.ləns/): A state of great commotion or agitation.
"The greatest danger in times of turbulence is not the turbulence; it is to act with yesterday's logic."
- Peter Drucker
Join us on February 25, 2025, in Miami for a pivotal summit designed for Chief Strategy Officers and Chief Innovation Officers navigating one of the most unpredictable periods in modern history.
Turbulence dominates the corporate strategist's agenda today.
Not just new fiscal policies, geopolitical uncertainties, and rapidly evolving technologies like AI, but the convergence of these factors against the backdrop of growing sustainability costs, distributed energy systems, automation, and the digitization of value. The ability to navigate through turbulence may determine the future success of your organization.
This exclusive Outthinker Network summit brings together strategy and innovation leaders from large enterprises to share insights, strategies, and practices for planning amid uncertainty. Don’t miss this opportunity to learn from top experts and peers tackling the same challenges you face every day.
WHY ATTEND?
How do you pivot your strategy to embrace disruption rather than resist it?
What frameworks can you implement today to prepare for the unpredictable challenges of tomorrow?
How will AI and automation reshape your industry—and how can you gain a competitive edge?
What regulatory and compliance changes will define 2025 and beyond, and how should you prepare?
How do leaders sustain long-term growth while managing short-term volatility?
This is not just a typical conference. It’s an opportunity to engage in a peer-to-peer exploration of strategy applications. It is a transformational experience designed to equip you with the tools, insights, and connections you need to lead effectively in turbulent times.
AGENDA
FEBRUARY 24TH
4:00 PM – Visit Converge Miami, University of Miami’s innovation center
6:00 PM – Dinner at Pastis in Miami’s Wynwood district
FEBRUARY 25TH
8:30 AM – Registration and Breakfast
9:00 AM – Welcome and Introductions
9:30 AM – Agile Budgeting Workshop with Eric Woodard
11:00 AM – How AI will Shape the Future of Strategy with David Duncan
12:30 PM – Networking Lunch
1:30 PM – Gunster on Regulatory and Compliance Changes for 2025 and Beyond
2:30 PM – Peer Challenge Forums
3:30 PM - Panel Discussion: Navigating the Convergence of Emerging Technologies
4:30 PM – Check Out and Close
5:00 PM – Cocktail Reception at Gunster Headquarters
Reserve your spot today and join us in Miami for a day of critical insights and unparalleled networking with strategy leaders.
SPEAKERS
David Duncan on how AI will shape the future of the strategy office
David Duncan is a former collaborator and co-author with Clayton Christensen, including the Wall Street Journal Bestseller Competing Against Luck: The Story of Innovation and Customer Choice. He is a former Managing Director at Innosight, where he worked with top executives to help them create customer-centric teams, strategies, and organizations. He is also the author of "The Secret Lives of Customers: A Detective Story About Solving the Mystery of Customer Behavior.
Eric Woodard on Agile Budgeting
In today’s fast-paced environment, change opportunities can emerge and vanish within months—far shorter than a traditional annual budgeting cycle. How do you effectively plan and allocate resources in such a dynamic landscape?
Eric Woodard (SVP, Head of Strategy at Primerica) will engage the group in a session to explore how Agile budgeting enables organizations to respond to shifting priorities, seize fleeting opportunities, and deliver value faster.
Oreste Donzella, Tamas Hevizi, Patricia Miron, Ivan Rapin-Smith, and Robert Hacker on navigating the convergence of emerging technologies
Oreste Donzella is EVP and Chief Strategy Officer at KLA Corporation. He leads key corporate growth initiatives and works closely with external stakeholders, such as financial investors and end customers in the broad electronics ecosystem.
Tamas Hevizi is Chief Strategy Officer at Tungsten Automation. He has 30 years of experience specializing in sales, corporate strategy, PE value creation and executive advisory. He has held senior leadership roles in software and management consulting, as partner at a Big 4 consultancy, SVP in a Fortune 100 software company and leading startups as CEO.
Patricia Miron is SVP, Head of Client Services Value-Added Services at Visa. She is an innovative global business executive with numerous successes in developing and executing digital solutions to scale enterprise marketing and sales strategies – improving brand relevance and growing global market share for industry giants including Microsoft and Intel.
Ivan Rapin-Smith is Managing Director of Watsco Ventures, the internal startup incubator and corporate VC practice of Watsco Inc, a $12 billion market cap public company based in Miami, Florida. Prior to his current role, Ivan set up and ran two startup accelerators, was a founder and operator of two B2B startups and management consultant.
Robert Hacker is the Director of StartUP FIU, a university-wide initiative to foster innovation and entrepreneurship at Florida International University (FIU). Prior to StartUP FIU he ran One Laptop per Child, an MIT Media Lab international edtech project and built a billion-dollar public company in Indonesia. He is the author of two books on traditional and social entrepreneurship and a frequent speaker on the 4th Industrial Revolution and related topics in technology, innovation, education and social impact.
SESSION DESCRIPTIONS
Agile Budgeting with Eric Woodard
How can we help our organizations allocate resources with the speed and flexibility demanded in turbulence—without losing financial discipline? In today’s environment of heightened uncertainty and accelerating change, traditional, annual budgeting processes are unable to match the pace of change in our environments, risking locking companies into rigid plans that reach obsolescence before their due date. In this session, Eric Woodard, Chief Strategy Officer at Primerica, former Consultant at Bain & Company, and co-author of their insights on Agile Budgeting, will guide Outthinker members through an exploration of how leading enterprises are shifting from static annual budgets to dynamic, responsive financial planning that enables innovation and growth. We will unpack practical techniques for aligning budgets with strategic priorities, reallocating resources efficiently, and making real-time investment decisions—so your organization can move faster, stay competitive, and turn turbulence into opportunity.
How AI will Shape the Future of Strategy with David Duncan
What happens to strategy when AI can generate, test, and refine it in real-time—at the push of a button?
As AI advances from a tool for analysis to a driver of decision-making, the very nature of strategy formulation is being redefined. In this session, David Duncan, author of The Secret Lives of Customers, former Innosight Partner, and long-time collaborator of Clayton Christensen, will lead a thought-provoking discussion on how AI is transforming the strategy function itself.
This session is not just about crafting an AI strategy—identifying use cases, setting guardrails, and driving adoption—but about the future role of the strategy office in a world where a competitive advantage may hinge on the ability to frame the right prompts and determine what data and recommendations to trust. Organizations that anticipate and adapt to this shift will position themselves ahead of the curve. Join us to explore what it takes to navigate and lead in this AI-driven strategic future.
Challenge Forum Rapid Rounds: Peer-Powered Problem Solving
If you could convene a room full of strategy leaders to focus on your most pressing challenge for 15 minutes, what question would you ask?
This highly interactive session is built on the belief that some of the most valuable insights don’t come from the stage but from peer-to-peer learning and dialogue. At the Outthinker Strategy Summit, we keep participation intentionally small to ensure air time to allow for true peer-to-peer exchange—not just passive listening.
This session brings Outthinker’s popular Challenge Forum— regularly conducted for members in a one-hour virtual format—to life in real-time, in person, and in a compressed format. In these fast-paced, 15-minute peer coaching exercises, the entire room will focus on one member’s real, urgent strategic challenge. Whether it’s setting up a PMO, influencing leadership to embrace long-term thinking, or driving AI adoption, you’ll receive rapid-fire insights from 20+ chief strategy and innovation peers who really have your best interest at heart and will share their experiences, perspectives, and solutions.
Think of this as a pop-up, closed-door advisory board—a room full of trusted, smart, and curious peers offering candid, actionable advice tailored to your challenge. It’s an experience that’s nearly impossible to replicate elsewhere.
Panel Discussion: Navigating the Convergence of Emerging Technologies
When organizations develop an AI strategy, a blockchain strategy, or a robotics strategy, they often approach these technologies as separate, independent initiatives. But the real breakthroughs happen at the intersections—when we understand how technologies build on, enable, and accelerate each other.
In this dynamic panel discussion, leading strategists and technologists will bring their unique perspectives to piece together the bigger picture of technological convergence. We’ll explore:
The current state and likely timelines of key emerging technologies—AI, IoT, 3D printing, robotics, and beyond—to understand when they will mature.
How these technologies interact, amplifying each other’s capabilities and unlocking possibilities beyond what any single one could achieve alone.
The new markets, business models, and organizational shifts that will emerge from these combined innovations.
This session is not about tracking individual trends—it’s about understanding the future landscape that will shape strategy and innovation. Join us to connect the dots, see what’s coming next, and rethink what’s possible when these technologies converge.
The Outthinker Summit is:
FREE for Outthinker Network members
US$ 2,900 for qualified non-members (must be invited/approved)