2013 Annual Conference Program
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38th CASRO Annual Conference
October 7-10, 2013 | Four Seasons Westlake Village | Los Angeles, California


Objective Content and Leader Perspectives
Focused on Your Business

Always a "must attend” on market research calendars, this event provides a unique opportunity for senior executives from companies large and small to discuss key industry and business management issues during three days at a premier facility. Business development opportunities abound for providers of goods and services to full-service research firms.

Remarkably rapid change in opinion gathering and business analytics methodologies, have transformed the landscape for market research. Survival requires both rapier-like focus and expansive, prescient vision. At this conference you’ll receive counsel on obtaining both. We’ll get the valuable perspectives of some of the industry’s great innovators and draw inspiration from creative thinkers inside and outside of our field.

Expand Your Vision
Day-to-day challenges keep our heads down. Sure the task at hand gets done, but long-term strategy and planning are forgotten. Don’t risk being blind-sided by swift market shifts. We’ll get your eyes on the horizon with engaging and entertaining presentations and panel discussions featuring "insurgent” leaders of fast-growing firms, professors now educating the next generation of researchers, and emerging leaders making waves in our companies and our industry.


Refine Your Focus
Intense concentration on a specific business model or industry has proven enormously successful for many firms. Such attention now is viewed as imperative to the survival of small and mid-sized firms in this tumultuous, consolidating industry. We’ll hear lessons learned from leaders who have zeroed-in on success by ignoring peripheral distractions and temptations.

2013 CASRO Annual Conference Co-Chairs

Conference Chair

Jeffrey P. Miller
President & CEO
Burke, Inc.

Daniel Coates
Ypulse Inc.


Eric Salama


Monday, October 7

6:30 p.m. to
8:00 p

Welcome Reception
Featuring open bar and food stations

sponsored by Critical Mix


Tuesday, October 8

Registration Opens; Continental Breakfast with Exhibitors

sponsored by MyPoints.com

8:00 a.m

Conference Welcome

  • Michael Brereton, CEO, Maritz Research Inc., 2013 CASRO Board Chair
  • Diane K. Bowers, President, CASRO
  • Daniel Coates, President, Ypulse Inc., Conference Co-Chair
  • Jeffrey P. Miller, President & CEO, Burke, Inc. Conference Co-Chair
8:45 a.m.
Keynote Address: "When the Future Begins: A Guide to Long-Term Thinking”
How can we plan for the future when we’re consumed by the fast-paced world of the present? Join us on a "mega trend safari” that will shape, focus and prepare you and your business to deal with the unexpected. We’ll learn from an acclaimed trendspotter who will challenge our current way of thinking and illustrate why leaders must be aware of the slow, invisible forces at work as they plan for the years and decades to come. As we hear some provocative possibilities for what lies ahead, we will understand how to utilize practical tools of long-term thinking and planning for the everyday situations that we all face.
  • Magnus Lindkvist, Author, Trendspotter & Futurologist 

Sponsored by Cambiar

9:45 a.m.

Building the Workforce of Tomorrow: How to recruit, retain and grow young talent
Companies are having trouble recruiting and retaining younger employees, yet these individuals will represent 75 percent of the entire workforce by 2025. Research indicates that the average Gen-Y worker leaves their company in just over two years. It’s imperative that companies keep their younger employees engaged and motivated by creating more opportunities for them. We’ll look at what has worked for companies like Sodexo, Ernst & Young, Intel, and DreamWorks to help your organization attract and manage Gen-Y workers and ultimately inspire them to rise to leadership positions.

  • Dan Schawbel, Founder & Managing Partner, Millennial Branding, author, Promote Yourself: The New Rules For Career Success


Break with Exhibitors: Book signing "When the Future Begins” with Magnus Lindkvist

11:00 a.m.

Training the Next Generation of Research Leaders
Join us for an essential information exchange between the institutions that train the future talent of the industry and the employers of that future talent. This forum will provide a unique opportunity for market research business leaders to learn about the curricula at leading collegiate MR programs and share perspectives and ideas with the leaders of these academic programs.
  • Wayne R. McCullough, Director, Corporate & Foundation Relations, University of Michigan Institute for Social Research; moderator
  • Frederick Conrad, Research Professor, University of Michigan Institute for Social Research
  • Charlotte Mason, Professor and Director, Master of Marketing Research Program, University of Georgia, MMR Program
  • Michael Rappa, Professor and Executive Director of the Institute for Advanced Analytics, North Carolina State University
  • Donald Marek, Executive Director, Marketing Research Institute International

Wayne R. McCulloughFrederick ConradCharlotte MasonMichael RappaDonald Marek


Lunch  - sponsored by Olson Research Group

1:30 p.m.

Market Research Theater: Telling Data Stories to an Expert Audience
Rather than focus on numbers, many market researchers attempt to connect with clients by telling stories with their data. Imagine the challenge in doing so when your clients are Academy Award-winning storytellers? That's the scene every day in Hollywood where Worldwide Motion Picture Group helps leading film studios make critical choices based on their market research. From a script assessment product that boasts a growing list of Oscar-winning writers, directors and producers to evaluation of promotional materials, we'll hear how research informs the filmmaking process from the inception of an idea until the audience leaves the theater.
  • Vincent Bruzzese, CEO, Worldwide Motion Picture Group
2:10 p.m.

"The Value Path”
We live in a world of volatility and uncertainty. The challenge is to generate value today and to be able to sustain it when you can’t predict change. The starting point is to take a fresh look at "value.” It isn’t fixed, rather it is a moving target that is a function of an expanding choice space for customers and providers. Today in market research, the culprit may be social media or big data, and in the future it’s likely to be new choices created by the Amazons and Googles of this world that have taken data gathering and intelligence creation to a whole new level. While "Innovate or Die” is the mantra of our times to deal with expanding choice spaces, how can your firm be sure that it will not innovate and die? This presentation will review findings and cross-sector frameworks developed during a journey taken to understand why companies like Amazon, Li & Fung, Google, Bharti Airtel, Apple and Tesco thrive in a changing environment while others like Dell, Nokia, Sony and Gap, struggle.
  • Ron Williams, Professor of the Practice, University of North Carolina at Chapel Hill; author

    Sponsored by SSI

3:15 p.m.

Break with Exhibitors: Book signing: "The Value Path” with Ronald Williams

3:45 p.m.

On Point: Where It Is and How to Stay There
"You can’t be all things to all people.” "Do a few things and do them really well.” - We’ve heard the advice and it does make sense, but for many companies the urge to chase new opportunities and potential sales is too strong to resist. Unchecked, such distractions can become devastating dead-end tangents. We’ll hear from the leaders of two firms that have quickly grown in the market research space through innovation and a determined focus on their core business and customer base. Regardless of your company’s stage in its lifecycle, it will benefit from the ability to identify its point of differentiation and keep to its growth path.

- Moderated by Conference Co-Chairs:
Daniel Coates, President, Ypulse Inc. & Jeffrey P. Miller, President & CEO, Burke, Inc.

    • Linda Rebrovick, CEO, Consensus Point
    • Daniel Weber, President/CEO, iTracks

    Linda Rebrovick
    Daniel Weber

5:00 p.m.

Adjournment Day I


Cocktail Reception with Exhibitors

sponsored by Ascribe

7:00 p.m.

Outdoor Dinner, Cocktails & Entertainment

- sponsored by Mindfield

Wednesday, October 9

7:45 a.m. Breakfast

- sponsored by

8:00 a.m.
Annual Business Meeting (members only)
  • Board Chair (Michael Brereton, CEO, Maritz Research Inc.)
  • Treasurer (Steven Wilde, Chief Operating Officer, Directions Research, Inc.)
  • Nominations (Jeffrey Resnick, Global Managing Director, ORC International)
  • Chair-Elect (Lynnette Cooke, Global CEO, Kantar Health)

8:30 a.m.Open Forum (members only)
  • Diane K. Bowers, President, CASRO
  • Michael Brereton, CEO, Maritz Research Inc.; 2013 CASRO Board Chair
9:00.a.m...Opening Remarks

9:15 a.m.

Keynote Address: Vision + Action = Results
Leaders of companies of all sizes would be wise to heed this Japanese proverb: "Vision without action is a daydream. Action without vision is a nightmare." Indeed, many companies act impulsively, while others craft mission statements for their websites, but don’t communicating these goals to their employees. Establishing the balanced equation of vision and action can be difficult, especially for large, international organizations. We’ll hear how it is accomplished at one of the industry’s largest and most diversified companies and gain unique perspective on where the business intelligence market may be heading in the coming months.

  • Eric Salama,CEO, Kantar; Honorary Conference Chair
10:15 a.m.

Break with Exhibitors

- Sponsored by

10:45 a.m.

Visionaries: Peek Through the Prism of the Past
Often the future is illuminated by shedding light on the past. Here we have a rare opportunity to walk the paths taken by leaders of some of the most successful firms in our space. Through the words of these distinguished "captains of industry” we will gain an appreciation for what works and what doesn’t, and how to recognize market shifts as well as the constants. Our interviewer is their peer—the leader of the oldest market research firm and an industry historian currently writing a book about the formation and evolution of market research.
  • Susan Schwartz McDonald, CEO, National Analysts Worldwide; session moderator
  • Kim Dedeker, Chair, Americas, Kantar
  • David Sackman, CEO, Lieberman Research Worldwide
  • Dale S. Lersch, CEO & Principal, The Pert Group

Susan Schwartz McDonald
Kim Dedeker

Dave Sackman
Dale S. Lersch

12:00 p.m

Adjournment Day II


Golf Outing – at the beautiful Spanish Hills Country Clubsponsored by uSamp

-- Bus will depart hotel at 12:05 p.m. --
- includes transportation, lunch, drinks on course, prizes. Designed by renowned architect Robert E. Cupp, Spanish Hills Country Club's private 18-hole championship golf course features dramatic views of the surrounding mountains, ocean and countryside. (Additional fee: $295 - Rental clubs -- additional $35 -- are extremely limited and must be reserved in advance.)

Winery Tour -
sponsored by M3
(Additional fee applies)

Take a relaxing ride to nearby Malibu Family Wines for a tour and tasting. Malibu wines have become increasingly popular due to the area’s rich soils and ocean climate. Perfectly positioned at the crest of the Santa Monica Mountains, this vineyard spans some 65 acres and features these varietals: Cabernet Sauvignon, Merlot, Sauvignon Blanc, Syrah, Malbec, Grenache, Mouvedre and Viognier. (Cost of $125 per person includes lunch at the Four Seasons, winery tour and tasting (about 2.5 hours) and round trip transportation to and from the winery.

Or consider some time at The Spa at Four Seasons Hotel Westlake Village
With a wide-range of spa treatments, dermatology, health, wellness, nutrition and exercise services, the spa features views of the Santa Monica Mountains, 28 private rooms and poolside cabanas where dedicated staff will cater to your needs. A Trip Advisor Top Ten hotel spa.

6:45 p.m.

Cocktail Reception
with Exhibitors

sponsored by Bernett Research

7:45 p.m.

sponsored by Ugam

9:30 p.m.

Outdoor Cocktail Reception

sponsored by Research Now

with Cigar Bar


Thursday, October 10

8:00 a.m.



Financial Survey Report & Open Discussion (members only)
Discuss the results of the CASRO annual Financial and Compensation surveys.

Breakfast of (ISO) Champions: Onboarding, transition and integration using ISO
(presentation of case studies)

- Craig Overpeck, Chief Operating Officer, M3 Global Research
- Jeffrey Resnick, Global Managing Director, ORC International

9:00 a.m.

Opening Remarks

9:15 a.m.

Established Company, Entrepreneurial Spirit
Market Research is entering a new era of data-driven consumer insights. And for J.D. Power this new era represents a bright, yet bold future. This Westlake Village, California-based company is leveraging new technologies to improve the insights it provides to its global clients. Hear how this respected brand is tapping into its entrepreneurial spirit to transform its business and attract new customers.

  • Finbarr J. O’Neill, President, J.D. Power

9:45 a.m.

The Profit Motive
Calling upon lessons learned founding his own market research firm—now in the hands of the staff that helped grow it­— our presenter shares his recipe for success. We’ll hear ideas to help anyone improve their business and uncover approaches that challenge the "norm" for the treatment of staff. Everyone will be reintroduced to Profits—an altogether essential ingredient in a successful market economy.

  • Randolph N. Brooks, President, Directions Research, Inc.; author, "Profit Magic: A Fable about Profits and the People Who Create Them”

    Sponsored by SSI

10:30 a.m.

Break with Exhibitors – Book Signing, Randy Brooks, "Profit Magic: A Fable about Profits and the People Who Create Them”

11:00 a.m.

The Future of Research: Companies to Watch
In a crowded and muddled marketplace, it has become progressively difficult for a company to stand out. All the more reason to pay attention to firms distinguishing themselves with novel business models, provocative ideas, and unique strategies. We’ll hear from the leaders of such organizations to better understand their approach and get their thoughts on the future of research.
  • George Terhanian, Group Chief Strategy Officer, Toluna, session moderator
  • Kevin Goetz, CEO, Screen Engine, L.L.C.
  • Nick Langeveld, CEO, Affectiva
  • Michael Malone, Partner, Integrated Cloud Intelligence, Inc.

George Terhanian
Kevin Goetz
Nick Langeveld
Michael Malone


Researchers of the Future (Panel Discussion)

From insights innovators to measurement masterminds to big data miners, we'll hear from fast trackers making waves in their companies and our industry. Who better to tell us what the research process will look and feel like in 2020 - What roles will it play? How will it be done? Bold opinions and provocative points of view will be featured.

- Moderated by Daniel Coates, President, Ypulse Inc.

  • Betty Adamou, CEO & Founder, Research Through Gaming
  • Kyle Nel, Innovation & International Insights, Lowe's Company, Inc.
  • Aaron Paquette, Executive Vice President, Television & Film, Vision Critical
  • Kathleen Petryna, Research Analyst, ORC International

Betty Adamou

Kyle Nel

Aaron Paquette

Kathleen Petryna

1:00 p.m.
Conference Adjournment


This event is unique in providing a comfortable forum for research business leaders to meet with their peers for objective content and candid conversation. Attendees will have access to information and connections through which they can discover new opportunities and thrive.

By attending this event you will gain a better understanding of how to achieve success in this new marketplace; recognize the potential roles of our industry and your company; and discover the actions you need to take now to capitalize on burgeoning opportunities.

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