About 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?
Why should you attend?
Meet us there
Agenda
Friday, September 12, 2025
Networking Breakfast & Registration
Welcome Address
i2e Leadership team
Keynote
Portfolio & Project Management Leader
Unlocking resourcing agility in R&D
Digital Innovation Expert
SPM excellence framework: From insight to impact
Carlos Nunes
VP - Portfolio Analytics, i2e Consulting
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.
Coffee Break
Breaking free from tool lock-in: Empowering resource forecasting with agentic AI.
Carlos Nunes
VP - Portfolio Analytics, i2e Consulting
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.
Lunch
Breakout sessions
Group 1
AI-enabled platform for smarter portfolio & project management operations
Group 2
Overcoming inefficiencies in project cost forecasting
Group 3
Executive dashboards
Group 4
Resource management
Beyond maintenance: AI insights to unlock PPM agility
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.
Networking Break
Next-generation portfolio intelligence/ Actionable portfolio intelligence
Data-driven resource planning models / strategic resourcing intelligence
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.
Coffee Break
AI orchestration
Dave Penndorf
Strategic Advisor, i2e Consulting
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.
Closing notes
i2e Leadership team
Cocktails
Agenda is subject to change.
Limited spots available, RSVP today to reserve your spot.