Harvey Spencer has over 40 years experience in the computer market as a User; VAR; Manufacturer/Developer; and Consultant. During his career he has had extensive experience in Systems Analysis; Application Programming; Hardware Development; Strategic Planning; Product Management; and Product Marketing.
Since 1989 he has been President of HSA Inc., an analyst company specializing in advanced document imaging technology and solutions, with a particular focus on document capture, recognition technologies, forms processing and content capture from structured and unstructured business inputs. He is a recognized expert on document scanning and forms recognition including OCR, ICR, OMR, and barcode recognition and has written extensively on these subjects.
HSA issues an annual analysis of the $3bn worldwide document capture software market, which is growing at double digits. Detailed reports from HSA identify market trends and opportunities as well as analyses of the leading vendors. The reports are complemented by an annual Capture conference, now in its 11th year, and the only conference devoted solely to this market.
Before joining HSA in 2013 Mike Spang managed Business Research for Eastman Kodak’s Document Imaging business. In this role Mike provided market research, market situation analysis, competitive assessment, and forecasting in the content capture and management market space. In his 20+ years of business experience, Mike has been involved with the consumer, print, and health care markets. In addition to market situation analysis, Mike’s variety of experiences also including: market research, capital equipment sales, workflow analysis & modeling, ethnographic research, usability testing, scenario planning and marketing communication..
Interim Chief Information Officer, Corporate Systems and Emerging Business (CSEB) Technology
B.S., Baylor University
Pamela Click, Managing Director, was recently appointed to lead the strategy, design, delivery and ongoing operations of the application technology for Corporate Systems and Emerging Business Technology.
Ms. Click will play an essential role partnering with corporate systems, emerging businesses and diversified financial services to shape their strategic direction and integration of technology in support of achieving these organizational priorities. In this role, Ms. Click sits on the IT Leadership Team.
With more than 10 years’ experience in the financial services industry, and an extensive accounting background, Ms. Click’s blend of financial and technology expertise has been critical to her work here at TIAA-CREF. Since joining TIAA-CREF in 2013, she used her blended expertise to support key corporate functions as the Managing Director of the Finance, Actuarial and Corporate Functions Technology (FACT) team. Her in-depth experience supporting Finance & Actuarial, allowed her to manage financial crimes prevention technologies and to ensure there were safeguards in place to oversee compliance, risk and fraud detection.
Prior to joining TIAA-CREF, Ms. Click held positions within Ally Financial as Technology Director of Risk/Audit/Compliance Technology. She also worked for Bank of America, Oracle and Andersen Consulting (Accenture). Her expertise is in Finance, Accounting, and Risk/Compliance solutions where she takes a consultative approach to Strategy, Management and Operations. In her career she has been responsible for consulting, sales, technology, marketing programs, global delivery centers and large transformational change programs.
Ms. Click began her career at Andersen Consulting. She is a Certified Public Accountant and is a Six Sigma Master Black Belt.
Founded in 1918 by Andrew Carnegie, TIAA-CREF is a national financial services organization with $869 billion in assets under management (as of 06/30/15) and is the leading provider of retirement services in the academic, research, medical and cultural fields. In October 2014, TIAA-CREF completed its acquisition of Nuveen Investments, a diversified investment management company, which further strengthened the firm’s position as a leading provider of financial services.
Dr. Joel Henry, Esq, keeps his dance card full on multiple fronts. With a unique blend of advanced credentials and extensive experience, including a PhD in Computer Science and a JD, as well as being an IEEE Certified Software Development Professional and a member of the Montana Bar, Joel works in the areas of e-discovery, pre- and early case assessment, and smart preservation using new and novel technology developed from his university research.
The combination of Computer Science and Law allows Joel to slide seamlessly between both worlds, bringing a powerful set of problem solving skills to technology, legal, and business problems. He maintains a small but focused legal practice working with technical startups to protect their intellectual property and gain advantageous contracting and business relationships. Joel has a startup company himself, Agile Legal Technology, which commercializes his University of Montana research into technology assisted review. He is a member of the Montana Bar, IEEE, ACM, Sedona Conference, and E-discovery Institute.
Joel has published extensively including a book on Software Project Management, articles in Law Technology News and numerous technical journals as well as given presentations as recently as March 2014 at the prestigious Arizona State University-Arkfeld E-discovery Conference. Joel is also currently working on an E-discovery “how to” book for the ABA.
Ms. Hampton has more than 25 years of experience as a trusted human resources advisor providing support and subject matter expertise to organizations and their teams. She provides advice and support to leadership in the implementation and delivery of HR programs and the optimization of organizational effectiveness. She serves as full service HR Leader responsible alignment of client personnel with the strategic priorities for delivering a performance driven mission. She is noted for her ability to understand the nuances of her client environments and designing solutions that optimize human capital that best meet the needs of the organization.
Ms. Hampton is recognized by the DC area Human Resource Association to have deep and rich knowledge of legal compliance and enforcement trends of the DOL, OFCCP, DCAA, and the EEOC. As such, she is uniquely qualified to bring new ideas coupled with best in class risk management strategies to the federal contracting space. She uses her knowledge of demographic trends (aging Human Capital, shrinking talent, general workforce stressors) to accommodate market changes; economic and political events; program strategies that affect staffing, cyclical workload factors to optimize return on investment (ROI.) The result is a limber, more responsive organization. She has the ability to work across functional lines in a consultative manner while developing real solutions to challenging business issues.
Currently Director of Product Marketing and Strategy for Optum/UHG, he oversees its Health Care technology portfolios for Analytics, Business Process Management, and Cloud.
Christopher Surdak is President and CEO of Surdak & Company, a technology strategy consulting firm. He is an industry-recognized expert in Mobility, Social Media and Analytics, Big Data, Information Security, Regulatory Compliance, and Cloud Computing with over 20 years of experience.
Mr. Surdak has held similar roles with other leading companies such as Accenture, Siemens, Dell and Citibank. Mr. Surdak began his career with Lockheed Martin Astrospace, where he was a spacecraft systems engineer and rocket scientist.
Mr. Surdak holds a Juris Doctor from Taft University, an Executive Masters In Technology Management and a Moore Fellowship from the Wharton School of Business at the University of Pennsylvania, a Master’s Certificate in Information Security from Villanova University and a BS in Mechanical Engineering from Pennsylvania State University.
Mr. Surdak is author of upcoming book “Jerk: Twelve Steps to Rule the World” available in Summer 2016.
He is also author of “Data Crush: How the Information Tidal Wave is Driving New Business Opportunities”, published by AMACOM Publishing, recipient of GetAbstract’s International Book of the Year Award, 2014.
He is contributing author to the book “Big Data Combat,” a 2016 best-seller in China.
He is recipient of the Information Governance Initiative’s Evangelist of the Year for 2015.
He is recipient of the WhartonDC Benjamin Franklin Innovator of the Year Award for 2015.
Mr. Surdak is Honoured Consultant to the FutureTrek Community of Tsinghua University, Beijing, China
He is also contributing editor and columnist for European Business Review, European Financial Review, China Business Review and HP Matter magazines.
Mr. Surdak provides talks, guidance and advice to global leaders on a range of technology, policy and business topics, including over 300 public speaking engagements in the last 3 years.
Bruce leads the document imaging and capture solutions for Public Services and Procurement Canada(PSPC). Public Services is one of the oldest federal departments dating back to 1841 and pre-dating Canada itself. Today PSPC delivers high-quality services and programs such as information technology, real property, banking, pay, pension, purchasing and translation that meet the needs of over 100 federal departments and agencies.
Bruce is responsible to set the strategic direction for the business unit, integrate new technologies, ensure compliance to all applicable standards, increase client base from among colleague departments and agencies and ensure client satisfaction with services.
PSPC document Imaging solutions center and Center of Expertise consist of multi-channel access, document preparation, management and storage, scanning, image enhancement, quality assurance, indexing, data capture, web portal access and integration with other applications.
New service this year with the Center of Expertise…
Document Imaging Solutions Center (DISC) of Cheque Redemption and Control Directorate (CRDC) of Public Works Government Services Canada (PWGSC) are subject matter experts in the field of document imaging and in the use of electronic images in business and information management processes and systems. PWGSC has provided a variety of imaging solutions to government departments and agencies for more than ten years.
In order to come up with solutions to the ever-increasing burden of their paper-based processes, Government departments are looking towards document imaging solutions. Digitizing their collections improves information management in support of decision making, reduces the cost of paper storage, modernizes workflow to improve service levels, reduces operating costs and achieves efficiencies.
For the past ten years, PWGSC’s document imaging service was centered on direct service fulfillment through its internal capabilities only. Over this period of time, PWGSC supply was able to meet departmental demand for the service with its focus on full compliance with GoC policies and regulations related to security, privacy, and non-repudiation. Today, demand for the service is exceeding PWGSC supply even with the opening of its second facility in Winnipeg.
To meet this increased demand in a timely and effective manner, PWGSC is broadening its document imaging services by establishing an optional multi-channel service delivery model and providing end to end managed services as a Common Service provider to federal government departments and agencies. The managed services provided by PWGSC to federal departments and agencies will include consultation and expertise related to:
As a means of promoting competition and exploring alternate service delivery options, the procurement process includes early industry engagement to help shape the procurement strategy. Industry will be consulted throughout the procurement process as specified in the draft Procurement Timeline table below. A Request for Information (RFI) will be issued on Buy and Sell, followed by an Industry Day to gather input from industry on the proposed procurement strategy. During the RFI process, industry will have further opportunity to comment on the content of the Request for Proposal (RFP), the Statement of Work, the evaluation criteria and methodology, including the draft agreement and the schedule.
Since its inception, PWGSC’s document imaging service has experienced steady growth and increasing sophistication in its capabilities to become an enterprise level service provider to departments and agencies. It has operated on a full cost recovery basis since FY 2009/10. It utilizes state-of-the -art technology and offers a full range of document imaging solutions and capabilities from straightforward one-time-only imaging jobs to complex fully integrated workflow processes. PWGSC’s document imaging service in Matane, Quebec has received Certification and Accreditation from a security perspective and has successfully completed the appropriate Privacy Impact Assessments for the relevant infrastructure and processes.
Ralph Gammon has served as editor of the Document Imaging Report since 1998. In 2002, he purchased the publication and helped launch the publishing company RMG Enterprises. Ralph also works as a freelance consultant and editor for industry vendors and serves as a conference speaker. He has been a contributing editor for trade publications such as Business Solutions, Integrated Solutions and Transform magazines. Ralph is a former newspaper reporter who holds a Bachelor of Arts in professional writing from Gannon University in Erie. Reach Ralph at +1.814.866.2247, or send an email at to email@example.com.
Matthew Zeiler is an artificial intelligence expert with a Ph.D. in machine learning from NYU. His groundbreaking research in visual recognition, alongside renowned machine learning pioneers Geoff Hinton and Yann LeCun, has propelled the image recognition industry from theory to real-world practice. As the founder of Clarifai, Matt is applying his award-winning research to create the best visual recognition solutions for businesses and developers and power the next generation of intelligent apps. Reach him @MattZeiler.
Tiana sits on the board for the Nayariva Foundation, whose mission is to empower women entrepreneurs around the world. Tiana has a BA in Business and Leadership from Portland State University.