i2e Elevate Background

The next era of R&D decision making starts here

September 12, 2025
The Studio, Convene, 530 Fifth Avenue, New York
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i2e Elevate Logo

The next era of R&D decision making starts here

September 12, 2025
The Studio, Convene, 530 Fifth Avenue, New York

About i2e Elevate

i2e Elevate

Elevate is an exclusive, invite-only executive forum of senior R&D and portfolio leaders in NYC this September, hosted by i2e. Designed as a focused leadership forum rather than a typical conference, Elevate brings together a select group of decision-makers from across the pharma R&D landscape. The focus of the event will be on practical, real-world decision-making: resource allocation, scenario planning, prioritization, and portfolio governance challenges specific to pharma R&D.

Who should attend?

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Portfolio strategy & governance leaders
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R&D operations and PMO executives

Why should you attend?

Progress
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Real challenges, real solutions
Our agenda is expert curated and industry vetted. It is designed to answer questions or invoke discussions for topics that you have been struggling with.
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Knowledge sharing
It’s a room of R&D and PMO leaders openly sharing what’s working, what’s failing, and what they’d do differently if they could start over. You’ll hear how your peers are approaching similar issues — from resource algorithms to scenario planning — and what’s actually working.
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Cross industry perspective
What could pharma R&D Ops learn from other capital intensive industries? We’ve curated the top case studies and use cases from other industries that will spark discussions and help pharma leaders look at their portfolio challenges with fresh eyes.

Meet us there

Sudhir Karanth
Sudhir Karanth
CEO, i2e Consulting
Vishal Rane
Vishal Rane
COO, i2e Consulting
Sri Kanagala
Sri Kanagala
CDO, i2e Consulting
Carlos Nunes
Carlos Nunes
VP - Portfolio Analytics, i2e Consulting
Peter Green
Peter Green
VP - Data & Analytics, i2e Consulting
Jerry Whaley
Jerry Whaley
Sr VP, Clinical Ops Technologies
Dave Penndorf
Dave Penndorf
Strategic Advisor, i2e Consulting
Moid Ahmad
Moid Ahmad
Director - Growth & Delivery
Vivek Kadam
Vivek Kadam
Sr. Manager - Business Development

Agenda

Friday, September 12, 2025

09:00
AM

Networking Breakfast & Registration

10:00
AM

Welcome Address


i2e Leadership team

i2e Leadership team

10:10
AM

Keynote


Portfolio & Project Management Leader

Portfolio & Project Management Leader

10:30
AM

Unlocking resourcing agility in R&D


Digital Innovation Expert

Digital Innovation Expert

11:00
AM

SPM excellence framework: From insight to impact


Carlos Nunes

Carlos Nunes

VP - Portfolio Analytics, i2e Consulting

Dave Penndorf

Dave Penndorf

Strategic Advisor, i2e Consulting

The SPM Maturity Framework is a structured model for assessing an organization’s portfolio management capabilities and charting a path from basic tracking to fully strategy-driven decision-making. At i2e Elevate, participants will not only learn the framework but also receive a personalized benchmarking report to see how their organization compares with industry peers.

11:30-11:45
AM

Coffee Break

11:45
AM

Breaking free from tool lock-in: Empowering resource forecasting with agentic AI.


Carlos Nunes

Carlos Nunes

VP - Portfolio Analytics, i2e Consulting

Peter Green

Peter Green

VP - Data & Analytics, i2e Consulting

Many organizations find their resource forecasting capabilities constrained by the limitations of their PPM platform. This session explores how AI-driven models can decouple resource management from legacy system dependencies—giving you the flexibility to forecast across portfolios with greater accuracy, speed, and adaptability. Discover how separating these functions unlocks operational agility, improves decision quality, and opens the door to a best-in-class resourcing ecosystem.

12:30-01:00
PM

Lunch

01:00
PM

Breakout sessions


Group 1

Group 1

AI-enabled platform for smarter portfolio & project management operations

Group 2

Group 2

Overcoming inefficiencies in project cost forecasting

Group 3

Group 3

Executive dashboards

Group 4

Group 4

Resource management

02:00
PM

Beyond maintenance: AI insights to unlock PPM agility


Dave Penndorf

Dave Penndorf

Strategic Advisor, i2e Consulting

This interactive session will explore how AI can help R&D organizations identify, quantify, and strategically address accumulated technical debt. Through peer-driven discussion, you’ll hear how industry leaders are applying AI insights to modernize PPM ecosystems, accelerate integration, and transform long-standing inefficiencies into a foundation for innovation and competitive agility.

02:45-03:00
PM

Networking Break

03:00
PM

Next-generation portfolio intelligence/ Actionable portfolio intelligence

Data-driven resource planning models / strategic resourcing intelligence


Roundtable/panel discussion moderated by: Jerry Whaley

Roundtable/panel discussion moderated by: Jerry Whaley

Senior Vice President, i2e Consulting

This panel discussion will explore strategies for transforming complex data into clear, actionable insights to align priorities, optimize resources, and deliver faster, smarter portfolio decisions. The panel will share case studies / use cases for leveraging advanced analytics to anticipate challenges, benchmark performance, and stay ahead in an evolving R&D landscape.

03:45-04:00
PM

Coffee Break

04:00
PM

AI orchestration


Dave Penndorf

Dave Penndorf

Strategic Advisor, i2e Consulting

Angelo Morello

Angelo Morello

VP - Business Development, i2e Consulting

An interactive session that will help you discover how AI orchestration is redefining the R&D PPM ecosystem—shifting from isolated automation to an integrated layer that interprets intent, connects fragmented systems, and executes decisions at scale. This session will reveal how orchestrated AI can eliminate low-value work, accelerate strategic actions, and create a unified decision environment that keeps pace with the demands of modern R&D.

04:45
PM

Closing notes


i2e Leadership team

i2e Leadership team

05:00
PM

Cocktails

Agenda is subject to change.

Limited spots available, RSVP today to reserve your spot.

RSVP