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San Francisco Bay Area, CA | May 5, 2026
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.
Click to read the highlights from the event
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
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
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
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
Chris Davis Partner & West Coast Lead, Metis Strategy
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
Jake Stauch Founder & Chief Executive Officer, Serval
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
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
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
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
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
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
Mandy Lu Manager, Cybersecurity, West Coast Office, Metis Strategy
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
Steven Norton Manager, Head of Executive Networks, Metis Strategy
George Lee Co-Head Goldman Sachs Global Institute, Goldman Sachs
Peter High, President of Metis Strategy, will reflect on the day’s key takeaways and transition into a closing networking 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.