excellence shift2 shift 2 clawson ceo lumension shift 6+,)7 excellence2 h[fhoohqfh dear colleagues:...

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Lumension WorLd-Wide saLes meeting october 11-14, 2010 Scottsdale, Arizona

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Page 1: excellence SHIFT2 SHIFT 2 Clawson CEO Lumension SHIFT 6+,)7 excellence2 H[FHOOHQFH Dear Colleagues: Welcome to Scottsdale, Arizona. The theme of this year’s sales meeting is a “Shift

Lumension WorLd-Wide saLes meet ingoctober 11-14, 2010

Scottsdale, Arizona

SHIFTexcellence 2SHIFT

excellence2

Page 2: excellence SHIFT2 SHIFT 2 Clawson CEO Lumension SHIFT 6+,)7 excellence2 H[FHOOHQFH Dear Colleagues: Welcome to Scottsdale, Arizona. The theme of this year’s sales meeting is a “Shift

Dear Colleagues:

We operate in a challenging economic environment and our challenges are many. Buyers remain cautious and focused on cost control; they are holding back their IT spending for longer periods of time.

That being said, we are also fortunate to represent an industry that is quickly becoming recognized as a key pillar in the new generation of cloud computing platforms. Gartner predicts IT security will rebound in 2010 from the decrease experienced in 2009, and our market will continue to grow and reach $24B by 2014.This is an average annual growth of 10% over that timeframe.

We are also fortunate that we are well positioned as a company to take advantage of that growth. With the development of the Lumension Endpoint Management Platform architecture, innovative solutions like Intelligent Whitelisting, and our other core technologies, we are well positioned to meet the growing needs of IT security. As a result, our opportunities are limitless.

However, we must shift from a company that was once focused on selling simple point products into a company that effectively positions solutions that improve security, control, and visibility while reducing complexity and costs for our customers.

I welcome you to join me in making a Shift 2 Excellence in our technology and how we go to market. This is the first time we have brought our entire worldwide sales force together. Our goal in doing so is to build our team into the industry’s leading customer-focused sales force that is 2nd to none.

Sincerely,

Pat Clawson CEO Lumension

Page 3: excellence SHIFT2 SHIFT 2 Clawson CEO Lumension SHIFT 6+,)7 excellence2 H[FHOOHQFH Dear Colleagues: Welcome to Scottsdale, Arizona. The theme of this year’s sales meeting is a “Shift

SHIFTexcellence 2SHIFT

excellence2

Dear Colleagues:

Welcome to Scottsdale, Arizona. The theme of this year’s sales meeting is a “Shift 2 Excellence” and that is precisely what we intend to do during our time together. Why the theme of Shift 2 Excellence? The market is undergoing a series of dramatic shifts. The shift to application-centric risk, the shift to consumer driven IT, and the shift toward risk management, just to name a few.

However, our customers are also making a shift. A shift in how they buy, why they buy, and in how they want to be engaged with. Our customer engagement is no longer on our terms but their terms. Today, a wide range of information, from pricing to technical specifications, is available to anyone at the click of a mouse. Our customers are more educated than ever before, and they are demanding a different type of relationship.

As sales professionals, it is our job to know more about our market, our technology, and our customers. It is important to listen and understand their challenges. We must position our technology in a way that meets not only our customer needs, but also delivers real business value.

Throughout this week, we will spend significant time learning about the new customer environment – in addition to learning about our technology. We will hear from a new generation of sales thinkers and even from customers themselves on the shifts occurring within our environment. We will learn about new ideas and tools that we can use to make an immediate difference in how we can deliver a winning and compelling customer experience.

This is an exciting time for all of us. It is my goal that our team delivers a superior customer experience that becomes a differentiating advantage in addition to our innovative technology. This goal starts with you.

Let’s make the Shift Together.

Matt Mosher SVP Worldwide Sales

Page 4: excellence SHIFT2 SHIFT 2 Clawson CEO Lumension SHIFT 6+,)7 excellence2 H[FHOOHQFH Dear Colleagues: Welcome to Scottsdale, Arizona. The theme of this year’s sales meeting is a “Shift

Key note speaKers

endpoint endgameMike Rothman is President and Analyst of Securosis. Mike is one of the most sought after speakers and commentators in the security business and brings a deep background in information security. After 20 years in and around security, he’s one of the guys who “knows where the bodies are buried” in the space. Mike’s bold perspectives and irreverent style are invaluable as companies determine effective strategies to grapple with the dynamic security threatscape. Mike specializes in the “sexy” aspects of security, like protecting networks and endpoints, security management, and compliance.

turning prospects into CustomersCraig Elias is known as a leading sales performer and innovator. Craig’s strategies are highly regarded, winning him a $1,000,000 prize in a global “Billion-Dollar Idea” pitch competition and have resulted in coverage on NBC news, in The New York Times, Business 2.0, The Wall Street Journal, The Nikkei Marketing Journal, Sales & Marketing Management magazine, and earning his last company the distinction as one of Dow Jones’ 50 most promising companies in North America.

selling to Big CompaniesJill Konrath is recognized as one of the foremost sales authority and strategist on selling to large enterprises. Jill has authored the bestselling book “Selling To Big Companies” and is leading speaker at major corporate selling events from Microsoft to IBM. Jill is a speaker who provides insight into the new sales process and is a passionate spokesperson for turning the sales force into a competitive advantage.

Page 5: excellence SHIFT2 SHIFT 2 Clawson CEO Lumension SHIFT 6+,)7 excellence2 H[FHOOHQFH Dear Colleagues: Welcome to Scottsdale, Arizona. The theme of this year’s sales meeting is a “Shift

SHIFTexcellence 2SHIFT

excellence2

Lumension Customer ins ight paneL

mary Lou heastings, Ceo executive allianceThe Executive Alliance is the creator of IT Security forums that facilitate deep relationships within a network of peers, provide visibility for IT Security executives and their companies, and offer access and insight into the leaders of these industries.

Kyle duke, Ciso healthspring inc.Kyle Duke has served as Information Security Officer for HealthSpring for two years. He is responsible for information security policies, procedures, standards and guidelines to ensure the protection of the company’s information assets. He and his team are responsible for identity and access management, IT compliance monitoring, risk assessment, IT security awareness, managing IT security-related applications and other efforts to improve information security and ensure regulatory compliance.

tim searcy, Chief information security officer, protective Life CorporationMr. Searcy has worked in the IT Security field for over 10 years and the financial services sector for 20 years. Prior to joining Protective Life, Mr. Searcy was the Senior Security Architect for South Trust Bank. Mr. Searcy is a contributing author of the book “There’s A New Sheriff In Town - IT Security Leadership.” Mr. Searcy is CISSP certified and holds a MBA from the University of Alabama.

gary L. nichols, Chief information security officer, Blue Cross Blue shield of arizona Mr. Nichols provides Blue Cross Blue Shield of Arizona with 20 years of information security expertise across administrative, physical and technical areas. He’s been instrumental in the authorship of corporate security policies, and the design and implementation of company-wide safeguards including identity access management, centralized log collection and analysis, endpoint security, firewall and network architecture, information destruction, systems auditing, intrusion detection, secure E-mail, cryptographic standards, media controls and network monitoring.

Page 6: excellence SHIFT2 SHIFT 2 Clawson CEO Lumension SHIFT 6+,)7 excellence2 H[FHOOHQFH Dear Colleagues: Welcome to Scottsdale, Arizona. The theme of this year’s sales meeting is a “Shift

Lumension invitational golf event

Talking Stick Golf Resort Monday Oct. 11th 12:00-4:00 pm (Shuttle - 11:30 am Main Lobby) Contact Dave Dwyer

Welcoming reception

Orange Sky Patio 15th Floor - Tower Lobby Elevator

Monday Oct. 11th 6:00-8:00 pm

KiCKoff events

aWards n ight

ron pearson, entertainerRon Pearson is a comedian, an actor and a world record juggler that The Hollywood Reporter called a comic ball of fire. Ron has appeared in several TV shows from Malcolm & Eddie, to guest starring on The Drew Carey Show, Two Guys and a Girl, The George Lopez Show, and recurring on That 70s Show. As a comedian, Ron has made numerous late night appearances from The Late Late Show, to The Dennis Miller Show, and even Comedy Central. He also found time to do years of hosting television shows on The Family Channel

and The Discovery Channel. Ron has developed his brand of humor into a performance that captivates the tops of the Fortune 500 companies and garnered him a nomination for Comedian of the Year.

registrat ionMonday 1:00-5:00 pm / Tower Lobby | Tuesday 7:30-8:30 am / Salt River 6 Conference Room

Page 7: excellence SHIFT2 SHIFT 2 Clawson CEO Lumension SHIFT 6+,)7 excellence2 H[FHOOHQFH Dear Colleagues: Welcome to Scottsdale, Arizona. The theme of this year’s sales meeting is a “Shift

SHIFTexcellence 2SHIFT

excellence2

agendatuesday oct 12th

Location

Wandering Horse Buffet

Salt River Ballroom:

Salt River 6

Wandering Horse Buffet

Salt River Ballroom:

Salt River 6

Conference Center Quail E & F

Degree 270 : 14th Floor

10/12/10

7:00-8:30 am

8:30-9:00 am

9:00-9:30 am

9:30-10:45 am

10:45-11:00 am

11:00-11:30 am

11:30-12:00 pm

12:00-1:00 pm

1:00-1:45 pm

1:45-2:30 pm

2:30-2:45 pm

2:45-3:30 pm

3:30-4:00 pm

4:00-5:00 pm

4:00-6:00 pm

7:00-9:00 pm

Session Topic

Breakfast

Matt Mosher / Making The Shift 2 Excellence

Pat Clawson / Time to Shift

Mike Rothman, Securosis / Endpoint Endgame

Coffee Break

Mike Wittig / Lumension’s Strategic Road Map Vision

Pat Campbell VP Customer Service / Building a Best-In-Class Customer Service Experience

Lunch & Customer Calls

Alan Bentley / Positioning Our Solutions For Sales Success

Ed Brice / Lumension Marketing 2.0

Break

Craig Elias / Make The Shift: Harness The Trigger Events That Turn Prospects Into Customers

Matt Mosher / Day’s Recap

Sales VP & Regional Managers Only Meeting

Lumension Cyber Café Get Hands On with Lumension Products

Dinner

Session Description

Welcome and identifying the keys to success for Lumension in delivering Intelligent Whitelisting to the market.

A look at how our Endpoint Management Platform and Intelligent Whitelisting will be the game changer we need to reach success.

President of Securosis, one of the most sought after speakers in the security business, brings a deep background in information security.

Overview of Lumension’s strategic road map for key products and technologies 2011-2012.

Learn about our new customer service vision and how Lumension Customer Service is driving to be the best-in-class leader.

Know the winning strategy on how to best position the Lumension Endpoint Management and Security Suite across key IT challenges, and customer segments.

A closer look at the 2.0 B2B Technology Buyer and how Lumension Marketing 2.0 is changing the game.

Discover “Trigger Events” and how the ability to leverage them can make all the difference in your sales achievement.

Wrap-up with Matt Mosher.

Do’s and Don’ts of Contracts.

Solution Mktg. & Product Managers are on hand to address your questions and show you the inside tips and tricks that experts know.

Lumension Fiesta in The Sky : Take the elevator in Hotel Tower Lobby

Page 8: excellence SHIFT2 SHIFT 2 Clawson CEO Lumension SHIFT 6+,)7 excellence2 H[FHOOHQFH Dear Colleagues: Welcome to Scottsdale, Arizona. The theme of this year’s sales meeting is a “Shift

Wednesday oct 13th

Location

Wandering Horse Buffet

Salt River Ballroom:

Salt River 6

Wandering Horse Buffet

Salt River Ballroom:

Salt River 6

Conference Center Quail E & F

Poolside

10/13/10

7:00-8:00 am

8:00-8:15 am

8:15-9:00 am

9:00-10:30 am

10:30-10:45 am

10:45-11:15 am

11:15-11:45 am

11:45-1:00 pm

1:00-1:30 pm

1:30-2:00 pm

2:00-2:45 pm

2:45-3:00 pm

3:00-3:30 pm

3:30-4:15 pm

4:15-4:30 pm

4:30-6:00 pm

7:00-9:00 pm

Session Topic

Breakfast

Matt Mosher / Welcome and Agenda Review

Dee Liebenstein and Rich Hoffeker / Lumension Endpoint Management Platform In Detail

Lumension Customer Insight Panel / The Business Challenges of The Modern CISO

Coffee Break

Russ Ernst and Andrea Bolz / How to accelerate your customer’s migration to L.E.M.S.S. : Patch and Remediation

Jeff Hughes / Compliance Does Not Equal Security

Lunch & Customer Calls

Chris Chevalier and Fred Hall / What’s Next For Lumension® Device Control

Paul Zimski/ Anatomy of a Hack

Chris Merritt and Dee Liebenstein / Increasing your sales opportunities with Lumension® AntiVirus

Coffee Break

Chris Andrew and Andrea Bolz / Create a Natural Advantage For Your Customer: Lumension® Power Management

Matt Mosher / An Introduction to Lumension’s new CRM System

Matt Mosher / Day’s Recap

Lumension Cyber Café Get Hands On with Lumension Products

Lumension Steak Fry

Session Description

Matt will provide details for the day.

How Lumension will license and provision its modular product offering and how to position some of the critical platform capabilities for selling success.

CISO panel discusses their challenges, and identify what works and what doesn’t work when engaging these executives in their IT buying process.

Learn the positioning strategy that will accelerate your customer’s migration. Preview the SP2 release as well as a look forward at the ‘11-’12 road map.

Learn how to position Lumension® Risk Manager to meet the needs of the shifting endpoint security environment and accelerate your LRM sales.

A closer look at the future road map and integration strategy for Lumension® Device Control.

The Hitchhikers Guide to a Hack Attack, and understand the basics to help you position Lumension’s defense-in-depth endpoint security capabilities.

Get a in-depth look at the key features and benefits of Lumension’s stand alone AntiVirus product and how to position this product together with other suite offerings to accelerate your sales opportunities.

Get a closer look at one of the newest solutions enabled by Lumension’s new endpoint management platform and how to leverage this new solution to increase your deal footprint.

Be the first to get a look at the new Netsuite CRM system and the new features that will optimize productivity and make your life easier.

Wrap-up with Matt Mosher.

Solution Mktg. & Product Managers are on hand to address your questions and show you the inside tips and tricks that experts know.

Mosey on up to the Watering Hole and Enjoy a Steak Fry, Lumension Style.

Page 9: excellence SHIFT2 SHIFT 2 Clawson CEO Lumension SHIFT 6+,)7 excellence2 H[FHOOHQFH Dear Colleagues: Welcome to Scottsdale, Arizona. The theme of this year’s sales meeting is a “Shift

SHIFTexcellence 2SHIFT

excellence2

thursday oct 14th

Location

Wandering Horse Buffet

Salt River Ballroom:

Salt River 6

Wandering Horse Buffet

Salt River Ballroom:

Salt River 6

Conference Center Quail E & F

The Showroom Main Casino Floor

10/14/10

7:00-8:00 am

8:00-8:10 am

8:10-9:30 am

9:30-10:15 am

10:15-10:30 am

10:30-11:30 am

11:30-12:00 pm

12:00-1:00 pm

1:00-4:30 pm (Break @ 2:30 pm)

4:30pm-5:00 pm

5:00-6:00 pm

6:15-7:00 pm

7:00-10:00 pm

Session Topic

Breakfast

Matt Mosher / Welcome and Agenda Review

Dee Liebenstein and Paul Zimski / Making The Shift To Intelligent Whitelisting

Lumension® Intelligent Whitelisting™ Demo

Coffee Break

Paul Zimski and Matthew Klejwa/ Getting Your Prospects to Make The Shift with Intelligent Whitelisting

Matt Mosher / Make The Shift: Selling Intelligent Whitelisting on Value

Lunch and Customer Calls

Jill Konrath / Workshop Make The Shift: Selling IWL to the Large Enterprise

Pat Clawson and Matt Mosher / Wrap Up

Lumension Cyber Café Get Hands On with Lumension Products

Lumension Awards Night Cocktail Reception

Lumension Awards Night Dinner Show

Session Description

Matt will provide details for the day.

Get an overview of the market forces that are creating the perfect storm in which to position our newest Intelligent Wihitelisiting solution offering. Go in-depth on the features, and benefits and unique selling propositions of this innovative and market-leading solution.

See the latest demo on the Intelligent Whitelisting solution.

Recognize demand opportunities to capitalize on, and the winning strategies to parry the worst attacks that competitors will throw at you.

Understand the customer value proposition for Intelligent Whitelisting.

One of the foremost sales authority strategist, Jill will conduct a workshop targeted around selling to your high-value prospects.

Recap the key takeaways and address any last minute questions with Pat and Matt.

Solution Mktg. & Product Managers are on hand to address your questions and show you the inside tips and tricks that experts know.

Employee cocktail reception.

Employee awards dinner accompanied by live entertainment. Employees only please.

Page 11: excellence SHIFT2 SHIFT 2 Clawson CEO Lumension SHIFT 6+,)7 excellence2 H[FHOOHQFH Dear Colleagues: Welcome to Scottsdale, Arizona. The theme of this year’s sales meeting is a “Shift

SHIFTexcellence 2SHIFT

excellence2

meeting area

ContaCt informationmark falagrady480.371.0723 [email protected]

paul Kos480.235.9741 [email protected]

ed Brice480.652.7052 [email protected]

Wif iLoginguest

passwordcoyote (password is case sensitive)

Intetnet connection times out every 2 hours. Accessible in the conference room and your hotel room.

presentation theatreSalt River Grand Ballroom: Salt River 6

Salt River 3

Salt River 6

Salt River 2

Salt River 4

Salt River 7

Salt River 5

Salt River 1

Salt River 8

salt river grand ballroom

conference center

Roadrunner A

Dove G

Red Bird J

Quail D

Roadrunner B

Dove H

Red Bird K

Quail E

Roadrunner C

Dove I

Red Bird L

Quail F

MEETING ROOM NAMES DIMENSIONS SQ. FT. THEATRE SR 18”/30” CONFERENCE HS/US RECEPTION BANQUET

SALT RIVER GRAND BALLROOM 212 L x 115 W x 24 H 24,556 2,666 1653/1371 n/a n/a 2,526 2,000

Salt River 1 54 L x 36 W x 24 H 1,985 216 132/111 n/a 50/37 205 160 Salt River 2 54 L x 41 W x 24 H 2,199 244 150/126 n/a 56/42 232 176 Salt River 3 54 L x 38 W x 24 H 2,054 222 118/114 n/a 52/39 211 160 Salt River 1+2+3 54 L x 115 W x 24 H 6,238 677 420/348 n/a n/a 642 504 Salt River 4 51 L x 115 W x 24 H 5,910 644 399/330 n/a n/a 611 480 Salt River 5 51 L x 115 W x 24 H 5,910 644 399/330 n/a n/a 611 480 Salt River 4, 5 103 L x 115 W x 24 H 11,820 1,277 792/657 n/a n/a 1,211 952 Salt River 6 54 L x 38 W x 24 H 2,055 222 118/114 n/a 52/39 211 160 Salt River 7 54 L x 41 W x 24 H 2,199 244 150/126 n/a 56/42 232 176 Salt River 8 54 L x 36 W x 24 H 1,953 216 132/111 n/a 50/37 205 160 Salt River 6+7+8 54 L x 115 W x 24 H 6,207 677 420/348 n/a n/a 642 504 Salt River 1+2+3+4 106 L x 115 W x 24 H 12,148 1,333 828/684 n/a n/a 1,263 1,000 Salt River 5+6+7+8 106 L x 115 W x 24 H 12,117 1,333 828/684 n/a n/a 1,263 1,000 Salt River 1+2+3+4+5 154 L x 115 W x 24 H 18,058 2,000 1239/1029 n/a n/a 1,895 1,496 Salt River 4+5+6+7+8 154 L x 115 W x 24 H 18,027 2,000 1239/1029 n/a n/a 1,895 1,496

MEETING ROOM NAMES DIMENSIONS SQ. FT. THEATRE SR 18”/30” CONFERENCE HS/US RECEPTION BANQUET

CONFERENCE CENTER Roadrunner A 36 L x 31 W x 10 H 1,096 116 72/60 n/a 21 111 80 Roadrunner B 36 L x 30 W x 10 H 1,054 116 72/60 n/a 21 111 80 Roadrunner C 36 L x 30 W x 10 H 1,054 116 72/60 n/a 21 111 80 Roadrunner A+B+C 36 L x 91 W x 10 H 3,230 355 219/183 n/a n/a 337 264 Quail D 36 L x 29 W x 10 H 1,001 111 69/67 n/a 18 105 80 Quail E 36 L x 30 W x 10 H 1,037 111 69/67 n/a 18 105 80 Quail F 36 L x 29 W x 10 H 1,025 111 69/67 n/a 18 105 80 Quail D+E+F 36 L x 88 W x 10 H 3,096 333 207/171 n/a n/a 316 248 Dove G 36 L x 30 W x 10 H 1,048 116 72/60 n/a 21 111 80 Dove H 36 L x 30 W x 10 H 1,057 116 72/60 n/a 21 111 80 Dove I 36 L x 31 W x 10 H 1,077 116 72/60 n/a 21 111 80 Dove G+H+I 36 L x 91 W x 10 H 3,210 355 219/183 n/a n/a 337 264 Red Bird J 36 L x 29 W x 10 H 1,009 111 69/67 n/a 18 105 80 Red Bird K 36 L x 30 W x 10 H 1,061 116 72/60 n/a 21 111 80 Red Bird L 36 L x 29 W x 10 H 1,009 111 69/67 n/a 18 105 80 Red Bird J+K+L 36 L x 88 W x 10 H 3,105 333 207/171 n/a n/a 316 248

For more information, please contact:

Talking Stick Resort 7580 North Dobson Road, Suite 250 Scottsdale, AZ 85256

Telephone 480.850.7777 Toll Free 877.724.4687 Fax 480.302.6438

[email protected] www.talkingstickresort.com

0844-3_1Sheet.indd 2 7/23/09 12:31:17 PM

Lumension Cyber CaféConference Center: Quail E & F