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Metis Strategy Summit - May 2026

San Francisco Bay Area, CA | May 5, 2026

Overview

Metis Strategy Summit San Francisco Bay Area, CA

The May 2026 Metis Strategy Summit was held live in the San Francisco Bay Area on May 5, 2026 from 9:00 a.m. to 5:00 p.m. PT. The program featured leading technology executives, investors, and entrepreneurs who explored the forces reshaping business and technology environment from the rapid advancement of generative AI to the macroeconomic and geopolitical dynamics influencing global enterprises.

Recap

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Speakers

Pragati Mathur
Chief Digital & Information Officer, ConocoPhillips
George Lee
Co-Head Goldman Sachs Global Institute, Goldman Sachs
Dolores Mears
Chief Information Officer, Hensel Phelps
Richard Jardim
SEVP & Chief Technology and Information Officer, CIBC
Alexandra Guenther
SVP & Chief Information Officer, Leidos
Sankar Chinnathambi
Global Chief Information Officer, Driscoll's
Fiona Tan
Chief Technology Officer, Wayfair
Chad Wasserman
Chief Information Officer, HCA Healthcare
Vinod Bidarkoppa
Chief Technology Officer, formerly Walmart International
Allan Cockriel
Group Chief Information and Data Officer, ASML
Prakash Kota
SVP & Chief Information Officer, UKG
Michael Pfeffer
Chief Information and Digital Officer, Stanford Health Care and School of Medicine
Jaime Mineart
SVP & Chief Technology Officer, Caterpillar Inc.
Sears Merritt
Head of Enterprise Technology & Experience, MassMutual
Ryan Kean
Chief Information Officer, Total Quality Logistics
John Gigerich
Chief Information Officer, Keurig Dr Pepper
Kelly Fletcher
Chief Information Officer, U.S. Department of State
Shekar Pannala
Chief Information Officer, The Hartford
Steve Bronson
Chief Information Officer, Southern Glazer's Wine and Spirits
Tarun Inuganti
Global Practice Leader of Technology, Korn Ferry
Ryan Bulkoski
Partner, Heidrick & Struggles
Mike Doonan
Managing Partner, Digital Transformation and Data Practice, SPMB Executive Search
Ishan Mukherjee
Co-Founder & Chief Executive Officer, Rox
Puneet Mehta
Founder & Chief Executive Officer, Netomi
Jake Stauch
Founder & Chief Executive Officer, Serval
Michael Baker
VP & Chief Information Security Officer, DXC Technology
Dan Gray
VP & Global Technical Customer Operations, DXC Technology
Event Agenda
9:00 - 9:30 AM
Welcome, Opening Remarks & Audience Polling

Peter High, President of Metis Strategy, kicks off the event with a brief introduction of the day’s sessions and the Metis Strategy team.

Peter High
President, Metis Strategy

9:30 - 9:50 AM
Reinventing the Operating Model in an Era of Continuous Disruption

AI is forcing leaders to rethink how decisions get made, who owns outcomes, and how work flows across the enterprise. This session explores how technology and business leaders are redesigning the operating model to deliver AI at scale, measure ROI, and help the enterprise accelerate confidently in a fast-changing environment.

Alexandra Guenther
SVP & Chief Information Officer, Leidos

Kelly Fletcher
Chief Information Officer, U.S. Department of State

Moderated by Peter High
President, Metis Strategy

9:50 - 10:05 AM
Entrepreneur Spotlight: Netomi – AI’s Shift from Order Takers to Outcome Owners

Netomi CEO Puneet Mehta discusses how AI agents are moving beyond answering questions to owning and completing end-to-end workflows. The conversation focuses on what it takes to safely embed agents into customer operations, how to measure impact, and how leaders rethink roles, controls, and customer experience as agentic capabilities mature.

Puneet Mehta
Founder & Chief Executive Officer, Netomi

Moderated by Peter High
President, Metis Strategy

10:05 - 10:25 AM
Toward Clinical-Grade AI: Engineering the Next-Generation Healthcare Experience

Healthcare leaders are leveraging technology to increase access, care quality, and operational efficiency under intense regulatory and cost constraints. This panel explores how AI is being woven into healthcare operations to reduce friction and drive measurable improvements in patient outcomes.

Michael Pfeffer
Chief Information and Digital Officer, Stanford Health Care and School of Medicine

Chad Wasserman
Chief Information Officer, HCA Healthcare

Moderated by Michael Bertha
Partner & Central Office Lead, Metis Strategy

10:25 - 10:40 AM
Metis Strategy Innovation Lab Spotlight: Research Demo of the Transformative Potential of Autonomous AI with OpenClaw

Chris Davis
Partner & West Coast Lead, Metis Strategy

10:40 - 11:00 AM
Networking Break
11:00 - 11:30 AM
From Pilot to P&L: Scaling AI with Financial Discipline

Many enterprises can pilot AI; far fewer can scale it with clarity of purpose, financial discipline, and a defensible view of ROI. Financial services leaders share how they are choosing where to place big bets, building the data and risk foundations to support them, and tying AI investments to measurable outcomes in highly regulated, complex environments.

Sears Merritt
Head of Enterprise Technology & Experience, MassMutual

Shekar Pannala
Chief Information Officer, The Hartford

Richard Jardim
SEVP & Chief Technology and Information Officer, CIBC

Moderated by Steven Norton
Manager, Head of Executive Networks, Metis Strategy

11:30-11:45 AM
Entrepreneur Spotlight: Serval - Reinventing IT Service Management for the AI Era

Jake Stauch
Founder & Chief Executive Officer, Serval

Moderated by Peter High
President, Metis Strategy

11:45 - 12:15 PM
The Architecture Advantage: Building the Platform for Enterprise Autonomy

As AI moves from isolated pilots into core operations, many organizations are hitting the limits of fragmented architectures and legacy foundations. This session examines how leaders are rethinking enterprise platforms, data architecture, and integration strategies to support AI at scale — and what it takes to move from disconnected tools to a truly unified environment.

Fiona Tan
Chief Technology Officer, Wayfair

Dolores Mears
Chief Information Officer, Hensel Phelps

Prakash Kota
SVP & Chief Information Officer, UKG

Moderated by Chris Davis
Partner & West Coast Lead, Metis Strategy

12:15- 1:15 PM
Lunch
1:15 - 1:20 PM
Poll Results Recap

Peter High
President, Metis Strategy

1:20 - 1:50 PM
Supply Chain Resilience as a Competitive Edge

Global supply chains are under constant stress from demand volatility, geopolitical risk, and operational disruption. This panel explores how leaders are redesigning supply chain networks, data, and operating models to anticipate disruption, respond faster, and convert reliability and responsiveness into a durable competitive advantage.

Sankar Chinnathambi
Global Chief Information Officer, Driscoll’s

Vinod Bidarkoppa
Chief Technology Officer, Walmart International

Ryan Kean
Chief Information Officer, Total Quality Logistics

Moderated by Peter High
President, Metis Strategy

1:50 - 2:05 PM
Entrepreneur Spotlight: Rox — Autonomy at the Front Line of Revenue

Rox CEO Ishan Mukherjee shares what changes when agents can see across the full revenue stack and act on signals in real time, and what this means for sales, operations, and IT.

Ishan Mukherjee
Co-Founder & Chief Executive Officer, Rox

Moderated by Peter High
President, Metis Strategy

2:05 - 2:35 PM
Engineering Intelligence: Industrial Operations in the Age of AI

Industrial companies are using AI to optimize throughput, safety, and reliability across highly complex, asset-heavy environments. This session examines how leaders are connecting physical and digital environments and transforming industrial work through robotics, machine intelligence, and real-time data.

Allan Cockriel
Group Chief Information and Data Officer, ASML

Jaime Mineart
SVP & Chief Technology Officer, Caterpillar Inc.

Pragati Mathur
Chief Digital & Information Officer, ConocoPhillips

Moderated by Steven Norton
Manager, Head of Executive Networks, Metis Strategy

2:35 - 2:55 PM
The Insight Economy: Turning Enterprise Intelligence into Revenue

Enterprises sit on vast stores of data, but the real advantage emerges when insight changes day-to- day behavior. This panel explores how leaders are using data and AI to lift team performance while building the platforms and partnerships that turn insight into stronger relationships and more durable revenue.

Steve Bronson
Chief Information Officer, Southern Glazer’s Wine

John Gigerich
Chief Information Officer, Keurig Dr Pepper

Moderated by Andrew Krusell
East Coast Vice President, Metis Strategy

2:55 - 3:10 PM
How DXC Supports the AI-Augmented Workforce

A conversation on how to combine high-touch human expertise with AI-driven execution across core business processes, while maintaining the security and resilience enterprises demand.

Dan Gray
VP & Global Technical Customer Operations, DXC Technology

Mike Baker
VP & Chief Information Security Officer, DXC Technology

Moderated by Steven Norton
Manager, Head of Executive Networks, Metis Strategy

3:10 - 3:20 PM
Securing the Enterprise: A Metis Strategy Fireside on Modern Cyber Threats

Chris Davis
Partner & West Coast Lead, Metis Strategy

Mandy Lu
Manager, Cybersecurity, West Coast Office, Metis Strategy

3:20 - 3:50 PM
Redefining the Modern Tech Leader

Boards and CEOs are recalibrating what they expect from technology leaders as AI reshapes how value is created. Leading executive recruiters share what is truly changing in role definitions, career paths, and compensation — from the mix of product, data, and commercial acumen to the mindsets that distinguish AI-ready enterprise strategists from traditional operators.

Tarun Inuganti
Global Practice Leader of Technology, Korn Ferry

Ryan Bulkoski
Partner, Heidrick & Struggles

Mike Doonan
Managing Partner, SPMB Executive Search

Moderated by Steven Norton
Manager, Head of Executive Networks, Metis Strategy

3:50 - 3:55 PM
Preview of Upcoming Metis Strategy Events

Steven Norton
Manager, Head of Executive Networks, Metis Strategy

3:55 - 4:15 PM
Fireside Chat: George Lee — Goldman Sachs' Leadership in Focus

George Lee
Co-Head Goldman Sachs Global Institute, Goldman Sachs

4:15 PM
Closing Remarks

Peter High, President of Metis Strategy, will reflect on the day’s key takeaways and transition into a closing networking reception.

Peter High
President, Metis Strategy

4:25 - 5:00 PM
Reception

End the day with an evening reception built for connection. Enjoy refreshments and light bites while continuing the day’s conversations in a relaxed, off-the-record setting. It’s an opportunity to deepen relationships, spark new ideas, and reflect on the insights shared throughout the event.

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