10th Annual TBM Council Board of Directors Invitational

Connecting Business Value to Technology Investments

May 22 & 23, 2022
The Meritage Resort & Spa, Napa, California

Invest to Innovate. Innovate to Compete.

Celebrating the 10th anniversary of the TBM Council, we invite you to join the Board of Directors at their annual executive engagement taking place May 22nd and May 23rd at The Meritage Resort & Spa in Napa, California. In between the many networking opportunities, the group will share presentations and participate in executive discussions that highlight real-world stories on the ways TBM connects business value directly to technology investments.

Conversations will focus on IT financial stewardship, unlocking funds for new initiatives, optimizing cloud and hybrid infrastructures, and making the projects-to-products shift in investment planning.

Past presenters include the CIOs, CTOs, CFOs, and CDOs, of ExxonMobil, Liberty Mutual, Lumentum, Huntington Ingalls, Stanley Black & Decker, Mastercard, and Wells Fargo, in addition to many others.

Sunday, May 22

2:30pmEvent check-in at Wine & cheese greeting, Fountain Courtyard, The Meritage Resort & Spa
5:00pmBuses depart resort
5:45pmWelcome reception,
Castello di Amorosa
7:30pmWelcome dinner,
Castello di Amorosa
10:15pmBuses return to resort

Monday, May 23

8:00amNetworking breakfast
9:00amInvitational sessions begin*
View Session Details
11:00amNetworking lunch
12:00pmInvitational sessions continue*
View Session Details
2:45pmAfternoon snack social
3:15pmBuses depart resort
3:45pmNickel & Nickel Winery Tour
6:15pmBuses return to resort
6:45pmClosing reception, Vineyard Deck
7:30pmClosing dinner, Estate Cave

Covid-19 Safety

Most activities will take place outside, and for those inside we are following all social distancing guidelines. Vaccination not required, but strongly encouraged.

Bring a Guest

We encourage you to bring your spouse/partner and will have activities planned for their enjoyment while the group is in the executive sessions.

*Spouse/Guest resort experience hosted

Agenda subject to change. Session details coming soon!

Featured Speakers

Ashley Pettit


Atticus Tysen

SVP Product Development, Chief Information Security & Fraud Prevention Officer

Brenden Kinkade

VP, Build ISV, Technology & Hybrid Cloud

Chad Schmidt

SVP, Technology Finance Modernization

J.R. Storment

Executive Director

Jason Byrd

Managing Director, Technology Strategy & Advisory

Jeri Koester


John Wilson

VP, IT Costing & Performance Management

Kaarina Bourquin

Director, Strategy & Portfolio Operations & Technology

Latrise Brissett

Managing Director, Global IT

Leslie Scott

VP & CIO, IT Enterprise Services

Mike Brady

EVP, Technology Infrastructure

Nicole Holmes

EVP, CFO for Technology

Phil Alfano

Field CTO

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RJ Hazra

SVP & CFO, Technology & Security

Sunny Gupta

Co-Founder & CEO

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Toyan Espeut

Chief Customer Officer

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The Meritage Resort & Spa

875 Bordeaux Way, Napa, CA 94558, USA

Special Hotel Room Rate

$299 + Tax & Resort Fee per night
Available May 20 – 23

The special rate will expire on May 2nd.

Closest Airports:

  • Sonoma Valley, 13.8 miles
  • Oakland International, 47.1 miles
  • Charles M. Schulz-Sonoma County, 48.6 miles
  • San Francisco International, 53.2 miles
  • Sacramento International, 60 miles

Unable to join us in person?

No problem! We are live-streaming the presentations on May 23rd (9:30am – 2:30pm PST, with a break for lunch). Register as a live-stream attendee and we will provide secure access to join the sessions via live-stream.