Saturday, October 26 - Calix

© 2013 Calix. All rights reserved. Page 1 2013 Calix User Group Conference

Saturday, October 26

Saturday events are subject to availability. Advance reservation is required for each.

Golf 6:30 AM Buses load (Wynn Tour Bus Exit, across from Alsace) 7:30 AM Breakfast (Revere Golf Club) 8:30 AM Shotgun start (lunch will be provided) 2:00 PM Buses return to Wynn

Spa 9:00 AM to 12:00 PM

Wynn Spa: Pre-scheduled appointments

Hoover Dam Tour 8:45 AM Buses load (Wynn Tour Bus Exit, across from Alsace) 10:00 AM Tour begins 1:00 PM Buses return to Wynn

Mob Museum 9:45 AM Buses load (Wynn Tour Bus Exit, across from Alsace) 10:00 AM Tour begins 2:00 PM Buses return to Wynn

Conference Registration 2:00 PM to 6:00 PM

Calix Registration Desk open (Registration Desk #2)


Sunday, October 27

7:30 AM to 5:30 PM


(Breakfast on your own)

Training Track 1

(Margaux 1) Track 2

(Margaux 2) Track 3

(LaFleur 2) Track 4

(Mouton 1) Track 5

(La Tache 1) Track 6

(La Tache 2) Track 7

(Mouton 2) Track 8:

Marketing (LaFleur 1)

8:30 AM 836 RSG Solutions with Consumer Connect

E7 Fundamentals

C7 EXA Data and Video Services

Ethernet Access Network Specialist Certification Prep

C7 Fiber Access Specialist Certification Prep

B6 Specialist Certification Prep: Core Topics

E7 Copper Access Specialist Certification Prep

10:00 AM Break Break Break Break

10:30 AM E7 GPON Ethernet Business Services

C7 TDM Gateway

B6 Specialist Certification Prep: Active Ethernet

IP Basics

12:00 PM Lunch (Latour Ballroom) 1:30 PM Flow Analyze

Basics Best Practices: E7 GPON Data+Video Services

C7 xDSL Troubleshooting Techniques

E3-48 Provisioning and Basic Trouble-shooting

B6 Specialist Certification Prep: Copper Access

Best Practices: E7 VDSL Data+Video Services

Calix Unified Access Portfolio Primer

3:00 PM Break 3:00 PM Partner Expo exhibitor setup (2 1/2 hr.) (Latour Ballroom) 3:30 PM Executive Summit – (by invitation only – 2 hr.) (Petrus 1 and 2) 3:30 PM Consulting Engineers Pre-Conference Briefing (consulting engineers only – 2 hr.) (Palmer 1) 3:30 PM Calix Community Mixer – hosted by Customer Service (everyone welcome – 90 min.) (Chambertin 1 and 2) 5:30 PM Afternoon sessions adjourned 5:30 PM Doors open for Welcome Reception (Surrender Night Club) 6:00 PM Buffet dinner (Surrender Night Club) 7:30 PM Entertainment – The Legends (Surrender Night Club) 10:00 PM Welcome Reception ends


Monday, October 28

6:30 AM to 5:00 PM


7:00 AM Breakfast (Latour Ballroom) 8:00 AM Calix X Welcome and Corporate Update (Lafite Ballroom)

John Colvin, Calix 8:45 AM Calix Decade of Excellence Awards

Hosted by John Colvin and Geoff Burke, Calix 9:00 AM Living in Extraordinary Times – Keynote

Carl Russo, Calix; special guest: Matt Beal, CenturyLink EVP and CTO, Corporate Strategy and Product Development 10:00 AM Break 10:30 AM 2013 Calix Innovation Awards

Hosted by John Colvin and Geoff Burke 11:00 AM Be Extraordinary – Keynote

David Seda, Calix 11:30 AM Lunch (Latour Ballroom – Partner Expo open 11:30 AM to 4:30 PM) 1:00 PM to 4:45 PM

Breakout Sessions (Platforms, Applications, Marketing, Business Transformation, Technical Training)

• Hands-on systems training • Open one-on-one white board discussions with Calix

experts

5:30 PM Cocktails and Heavy Hors d’oeuvres (Sunset Terrace) 7:30 PM to 8:30 PM

Calix Customer Appreciation Event – Human Nature: The Motown Show (Sunset Terrace)


Monday, October 28: Breakout Sessions

Track 1 Technical – Platforms

(Margaux 1)

Track 2 Technical – Applications (Margaux 2)

Track 3 Marketing (Mouton 1)

Track 4 Business

Transformation (Mouton 2)

Track 5 Technical Training

(LaFleur 1)

Architecting Your Network

(LaFleur 2)

Hands-on Training Lab

(La Tache 2)

1:00 PM E-Series / Premises: Resetting the Bar Across Copper and Fiber

Premises Update

Marketing Track Kickoff

Driving OPEX Reduction Within the Premises

Training Deep Dive: E7 GPON Troubleshooting Techniques

White Board Sessions with SEs and Professional Services

From Lesson to Lab: Hands-On Systems Training

1:45 PM Break 2:00 PM B6 / Premises:

Delivering Unified Access

Connected Home Technology 101

Gaining Market Share – Best Practices (Panel)

Fiber Economics Update

2:45 PM Break 3:00 PM C7 / Premises:

New Opportunities Enabled for Business and Home

Premises Update (repeated)

Subscriber Broadband Trends

Regulatory Update: Rate of Return, Price Cap, and ConnectED

Training Deep Dive: E7 VDSL Troubleshooting Techniques

3:45 PM Break 4:00 PM Unified Access

Management: Simplifying Service Delivery (Panel)

E-Series: Copper

Gigabit Opportunities: Networks and Services (Panel)

Next Generation PON Update


Tuesday, October 29

7:00 AM to 2:00 PM


7:30 AM Breakfast (Latour Ballroom) 8:30 AM Calix X Day 2 Kick-off (Lafite Ballroom)

John Colvin and Andy Lockhart, Calix 8:45 AM The Future Is Here Today – Keynote

Carl Russo 9:15 AM New Innovations for Network and Business Transformation

Hosted by David Seda 10:15 AM Break 10:45 AM The Evolution of Technology

Hosted by Geoff Burke 11:20 AM Calix X Wrap-up

John Colvin 11:30 AM Lunch and prize drawings (Latour Ballroom – Partner Expo open 11:30 AM to 2:00 PM) 1:00 PM to 4:45 PM

Breakout Sessions (Platforms, Applications, Marketing, Business Transformation, Technical Training)

• Hands-on systems training • Open one-on-one white board discussions with Calix

experts

5:00 PM 2013 Calix User Group Conference adjourned. Thank you for attending!


Tuesday, October 29: Breakout Sessions

Track 1 Technical – Platforms

(Margaux 1)

Track 2 Technical – Applications (Margaux 2)

Track 3 Marketing (Mouton 1)

Track 4 Business

Transformation (Mouton 2)

Track 5 Technical Training

(LaFleur 1)

Architecting Your Network

(LaFleur 2)

Hands-on Training Lab

(La Tache 2)

1:00 PM Unified Access Management: Simplifying Service Delivery (repeated)

E-Series: Fiber

Creating a Differentiated Broadband Experience

Fiber Opportunities for Nontraditional Service Providers

Global Partners / Service Providers

White Board Sessions with SEs and Professional Services

From Lesson to Lab: Hands-On Systems Training

1:45 PM Break 2:00 PM C7 / Premises:

New Opportunities Enabled for Business and Home (repeated)

Cable System Operators: Selected Topics and Discussions

The Connected Premises

Privacy Issues for Service Providers

2:45 PM Break 3:00 PM B6 / Premises:

Delivering Unified Access (repeated)

Business Services

IT Support Services

Leveraging Compass for Business Transformation

Training Deep Dive: Active Ethernet Troubleshooting Techniques 3:45 PM Break

4:00 PM E Series/ Premises: Resetting the Bar Across Copper and Fiber (repeated)

Business Solutions Marketing (Panel)

How to Leverage New Wide Area Wi-Fi Opportunities

5:00 PM

2013 Calix User Group Conference adjourned. Thank you for attending!


Session Descriptions – Sunday, October 27

TRAINING AND CERTIFICATION (Sunday, Monday, and Tuesday classes) Compass Flow Analyze Basics – Learn how to understand the applications running across your access networks and proactively address service opportunities and issues. You’ll learn how to monitor bandwidth usages and identify services such as video streaming, VPN, and BitTorrent. C7 C7 EXA Data and Video Services – In this session you’ll learn configuration steps and basic troubleshooting of C7 EXA data and video services for both xDSL and GPON subscribers. C7 xDSL Troubleshooting Techniques – In this session you’ll learn how to use troubleshooting tools to identify issues and restore video and data services. You’ll also learn how to make configuration changes to improve service performance. The session focuses on identifying and correcting issues with service provisioning, network transport, and uplinks. E7 E7 Fundamentals – Learn how to configure protected Ethernet transport networks using ERPS between E7-2 and E7-20 shelves. You'll also learn how to configure Ethernet aggregation with protected connections using RSTP and LAG. E7 GPON Ethernet Business Services – Learn how to configure data services for business subscribers including mobile backhaul and T1/E1 pseudowire service. Best Practices: E7 GPON Data+Video Services – Optimize your service deployment and learn how to deliver secure, scalable subscriber

services by applying Calix best practices. You’ll learn how to apply Calix recommended configuration settings for data and video service. This session focuses on E7 GPON deployments. Best Practices: E7 VDSL Data+Video Services – Optimize your service deployment and learn how to deliver secure, scalable subscriber services by applying Calix best practices. You’ll learn how to apply Calix recommended configuration settings for data and video services. This session focuses on E7 VDSL deployments. Training Deep Dive: E7 VDSL Troubleshooting Techniques (Monday) – In this session you’ll learn how to use troubleshooting tools to identify issues and restore video and data services. You’ll also learn how to make configuration changes to improve service performance. The session focuses on identifying and correcting issues with the physical layer, service provisioning, network transport, and uplinks. Training Deep Dive: E7 GPON Troubleshooting Techniques (Monday) – In this session you’ll learn how to use troubleshooting tools to identify issues and restore voice, video, and data services. The session focuses on identifying and correcting issues with service provisioning, network transport, and uplinks. P-Series 836 RSG Solutions with Consumer Connect – Learn how to manage the Calix 836GE Residential Services Gateway. During this overview session, you'll learn how to activate the RSG using Smart Activate and to configure subscriber services from CMS. You'll also learn how to manage the subscriber's home network using Consumer Connect, including subscriber accessible features like Wi-Fi setup. Training Deep Dive: Active Ethernet Troubleshooting Techniques (Tuesday) – In this session you’ll learn how to use troubleshooting tools in CMS to identify issues and restore voice, video, and data services. The



session focuses on identifying and correcting issues with service provisioning, network transport, and uplinks. Certification B6 Specialist Certification Prep – Get a jump-start on preparing for the B6 Active Ethernet Specialist and the B6 Copper Access Specialist certifications. These sessions provide an introduction to the certification test topics and give you a preview of the types of questions included on the tests. The B6 Certification Core Topics session focuses on B6 general knowledge, system turn-up, and EPS. These topics apply to all B6 Specialist Certifications. The B6 Active Ethernet Specialist session focuses on configuring and troubleshooting voice, video, and data services for Active Ethernet ONTs that are connected to the B6 and managed by CMS. If you are interested in pursuing the B6 Active Ethernet Specialist certification, you should attend this session as well as the B6 Certification Core Topics session. The B6 Copper Access Specialist session focuses on configuring and troubleshooting voice, video, and data services for DSL and copper-fed B6 subscribers. If you are interested in pursuing the B6 Copper Access Specialist certification, you should attend this session as well as the B6 Certification Core Topics session. C7 Fiber Access Specialist Certification Prep – Get a jump-start on preparing for the C7 Fiber Access Specialist certification. This class reviews the certification test topics and gives you a preview of the types of questions included on the test. This certification focuses on network turn-up and configuring voice, video, and data services for GPON subscribers. E7 Copper Access Specialist Certification Prep – Get a jump-start on preparing for the E7 Copper Access Specialist certification. This class reviews the certification test topics and gives you a preview of the types of

questions included on the test. This certification focuses on network turn-up and configuring voice, video, and data services for VDSL subscribers. Ethernet Access Network Specialist Prep – Get a jump-start on preparing for the Ethernet Access Network Specialist certification. This class reviews the certification test topics and gives you a preview of the types of questions included on the test. This certification focuses on the high-level engineering and planning information you need to build secure, reliable, and scalable Layer 2 access networks to deliver data, voice, and video services. MARKETING IP Basics – From ADSL to Zone Files (DNS), this session explores, explains, and translates the technology terms and concepts used in the service provider world to something non-technical people can understand. This is an encore presentation from a highly-rated session held at the Minnesota Telephone Association earlier this year. Come prepared to ask questions and explore how we deliver services to customers. The speaker is Shaun Carlson, Network Engineering Manager for Arvig. Calix Unified Access Portfolio Primer – New to the Calix User Group Conference? Perhaps you’re in marketing, finance, or general management and have not been fully immersed into Calix technology and products. If these statements apply to you or if you just need a refresher course in the Calix product portfolio, attend this session to get an introductory overview of the Calix Unified Access portfolio of access systems, ONTs, and Compass software applications.



WORKSHOPS AND BRIEFINGS Executive Summit (by invitation only) – This private event, targeted at service provider senior executives, is hosted by Calix President and CEO Carl Russo. Carl will address the challenges and decisions faced by service provider leadership as they consider their strategies for network and business model transformation in a world of accelerating change. Consulting Engineers Pre-conference Briefing (consulting engineers only) – Consulting engineers will get a preview from Calix product managers of new Calix software, systems, and solutions. This highly interactive session will provide the CE community with a clear view of the Calix vision, priorities, and development agenda. Calix Community Mixer – hosted by the Calix Customer Service Team (everyone welcome) – Please join your Calix Community peers at the 2013 edition of our Calix Community Mixer. The Calix Customer Service organization will provide a brief update on Calix Support and Services, highlighting new and upcoming Support resources available for your use. The Community Mixer provides a great opportunity to network with your peers and the Calix Customer Service organization.


Session Descriptions – Monday, October 28

GENERAL SESSIONS Calix X Welcome and Corporate Update – John Colvin, Senior VP, North American Sales and Marketing, will welcome conference attendees and provide a 2013 corporate update, as well as a preview of the year ahead. Calix Decade of Excellence Awards – John Colvin and Geoff Burke, Senior Director of Corporate Marketing, will host the honoring of four companies that have demonstrated extraordinary network and business transformation through leveraging the power of the Calix Unified Access portfolio. Living in Extraordinary Times – Keynote by Carl Russo, President and CEO. The cloud is expanding. Broadband enabled devices are proliferating. Change is accelerating. The broadband service experience is rapidly moving from being measured in megabits to gigabits. We are living in extraordinary times that present service providers with opportunities and challenges that are unlike anything they have ever seen before. This presentation will explore the trends that are defining this extraordinary environment, and provide insights into how service providers can transform themselves to be the extraordinary experience providers of tomorrow. 2013 Calix Innovation Awards – John Colvin and Geoff Burke will host the honoring of seven Calix customers that have demonstrated extraordinary innovation in the last year. Be Extraordinary – Keynote by David Seda, Vice President, Field Marketing. An industry shift is underway that will reset the measure of what service providers do and how they operate. Those on the front end of this change can catapult to new levels of success; others will fortify or consolidate, and some will simply collapse. In the short-term, stabilizing the financials is a priority. However, moving forward the financial and business models will evolve to reflect a world where broadband is

monetized in new ways. We'll explore what those business changes might look like and how broadband services will expand the ways to create value and return.

BREAKOUT SESSIONS Track 1: Technical – Platforms E-Series / Premises: Resetting the Bar Across Copper and Fiber – Technology advancements and E-Series platform enhancements are changing the economics of broadband deployments, bringing the promise of an all fiber future within your reach, while maximizing existing copper assets to gain the competitive advantage. Learn how the latest platform releases and premises solutions are enabling new copper and fiber applications, allowing you to deliver the capacity, density, and flexibility you need, while giving you more control. Join us for an informative session. B6 / Premises: Delivering Unified Access – The past year has seen a considerable refresh of the B6 with an updated line card mix, expanded ONT interoperability, and continued integration into CMS. This session will provide a recap of the recent B6 platform updates as well as provide insights into the continued role of the B6 in Unified Access.



C7 / Premises: New Opportunities Enabled for Business and Home – The most successful MSAP in the access industry has more tricks up its sleeve. Business transformation with Ethernet over copper, GE over GPON, business services delivery, and more. It’s all in the C7. Join us to learn how to transform your network and your business with the C7. Unified Access Management: Simplifying Service Delivery (Panel) – CMS has long been a key component in the Unified Access portfolio. Its role has evolved from basic element management to service enablement. Through the development of north bound APIs, CMS now plays a critical role in service delivery as it has become integrated into a wide variety of 3rd party BSS / OSS environments. This session will feature current examples of the Calix CMS in these environments as well as insights into the future of CMS. Track 2: Technical – Applications Premises Update – Calix premises solutions have had a busy 2013. Catch up on all the recent product introductions, particularly the new 836GE Residential Services Gateway and Home Gateway download for the 700GE ONTs. This session will be more in-depth than the premises material covered in the E-series, B-series, and C-series breakout sessions. Connected Home Technology 101 – If you would like an introduction to Zigbee, Zwave, low power Bluetooth, codecs, video analytics, camera and sensor deployment, and the like, this presentation is for you. Areas covered:

• In home wireless technologies used for the Connected Home • Powering cameras: PoE or plugs • Camera selection • Software tools • Home automation device control • Bit rates and codecs • Why camera traffic varies • Installation

• Troubleshooting • Vendor overview

E-Series: Copper – The pace of change is accelerating, and Calix is putting in place an architecture that will keep your network ahead of the curve. E-Series copper solutions deliver competitive broadband where and when you need it with a common deployment model for any environment. Wall mount, pole mount, rack mount, data center, or remote terminal, it’s all covered with E-Series. Track 3: Marketing Marketing Track Kickoff – There is an urgency for broadband providers to reposition their companies and their value at the center of a services-enabled society. It’s likely to be greater in impact than the transition we witnessed in mobile phones going from voice, email, and text devices to today’s rich "app-enabled" world. There we see software companies like Google now selling mobile handsets, while former global powerhouses like Blackberry and Nokia fade into ancient history. What can you do to position your company and what must change in your sales and marketing? Gaining Market Share – Best Practices (Panel) – Hear from a Calix Innovation Award winning general manager and industry experts about how service providers have worked to become the dominant service providers in their markets. From carefully selecting network expansion locations to pre-registration of services before networks are rolled out, hear a number of ideas for how your company can become the winning choice in your serving area. Subscriber Broadband Trends – Industry analyst Matt Davis of IDC will share recent findings of an extensive broadband usage and preferences report to help guide how to best package broadband offerings. This data will highlight how subscribers consume bandwidth, leading factors for broadband customer churn, and consumer sentiment around broadband metering and capping.



Gigabit Opportunities: Networks and Services (Panel) – From Omaha to Kansas City, gigabit networks have captured the attention of the country. These networks are the perfect alignment of civic interests with the needs of service providers, creating a halo effect of positive attention around this technology advancement. Learn more from operators who are already delivering gigabit services to their subscribers about how they have marketed gigabit services and the impact the network is making in their communities. Track 4: Business Transformation Driving OPEX Reduction Within the Premises – This session will focus on leveraging Compass software to identify and resolve potential issues within the premises. Common issues such as malware proliferation, the ever present “slow Internet” dilemma, and other common customer service pain points require modern diagnostic techniques such as those provided by the Compass suite of software applications. Fiber Economics Update – The confluence of new technologies and innovative deployment techniques with increasing consumer demand for high quality broadband services has fundamentally changed the deployment economics of fiber. Costs of deployment have dropped significantly, but more importantly the business case variables that have the most positive affect on the business case have changed for the better. This session will explore why the fiber business case has never been better. Regulatory Update: Rate of Return, Price Cap, and ConnectED – The rules of the Connect America Fund for Rate of Return and Price Cap companies continue to shift and change, and imminent line auctions may create significant new opportunities for many service providers to find subsidized entry into new markets. At the same time, new programs like ConnectED are presenting new opportunities for service providers. Our DC insider Tom Cohen of Kelley Drye will explore some of the most recent changes and how they may impact the planning horizon and, more profoundly, the business models of U.S. service providers.

Next Generation PON Update – Work continues in the global standards committees on next generation fiber access. Learn about the previously ratified 10G PON standards and the current work being done on the new NG-PON2 standard. Included will be tips on migration strategies and timelines when the industry will be able to deliver these new technologies. Track 5: Technical Training See descriptions under the Certification and Training section of the agenda.


Session Descriptions – Tuesday, October 29

GENERAL SESSIONS The Future Is Here Today – Keynote by Carl Russo. As the rate of change in the communications industry increases, it is imperative that service providers have partners and ecosystems that can be catalysts to business transformation. From the day the company was founded, Calix has been focused on aligning its Unified Access portfolio of systems and software solutions to address this reality. This keynote will explore the Calix vision, and how the company’s architectural philosophy and resources support the evolution to Extraordinary. New Innovations for Network and Business Transformation – Hosted by David Seda. 2013 has been an extraordinary year of product introductions and new innovations, and 2014 promises to be even better. This session will review the new solutions introduced in 2013 across software, systems, and services, and provide a glimpse of what’s to come in 2014. The Evolution of Technology – Hosted by Geoff Burke. New technologies are paving the way for extraordinary new service and network possibilities, as well as presenting new challenges for Calix customers. This session will engage a variety of industry experts to explore the realities of emerging technologies. Topics include:

• VDSL2 / vectoring with Broadbandtrends founder Teresa Mastrangelo and Calix VP of Product Strategy Robert Balsamo

• Next Generation PON, Carrier Class Wi-Fi, and DOCSIS 3.1 with Calix Senior VP of Business Development Todd Ortberg and Calix Standards Bodies Lead Hal Roberts

• The Evolution of Wireless with Calix VP of Strategic Alliances Michael Horn and Peter Linder, Vice President and Head of Engagement Practice Fixed Broadband & Convergence, Ericsson Region North America

BREAKOUT SESSIONS Track 1: Technical – Platforms All sessions in this track are repeated from Monday. See Monday Track 1 session descriptions. Track 2: Technical – Applications E-Series: Fiber – Bandwidth continues to grow at an exponential pace — doubling every two years. This rapid rate of growth is being driven by the proliferation of always-on, network connected consumer devices known as the Internet of "things" – and they are everywhere on your network, consuming bandwidth 24x7x365. This session will focus on the fiber solutions that not only allow you to compete – they allow your service offerings to dominate the competition and win. Here's the secret: It's not just about enabling more bandwidth. It's about changing the rules of the game to enable a better user experience. Join us to learn how recent E-Series fiber developments are enabling new applications through gigabit services and consumer premises solutions, while ensuring CAPEX and OPEX efficiency. Cable System Operators: Selected Topics and Discussions – Operators of RF video systems are increasingly viewing fiber access as their preferred broadband technology. Meanwhile, many telcos have bought cable properties to expand into new territory. This session will cover topics of interest to operators of RF video systems: Calix solutions for improved RF video performance over GPON, integrated RFOG/GPON solutions, and migration from HFC to GPON. Business Services – Businesses have always been a core customer segment for communications service providers, and with the explosive growth in cloud-based applications, it is increasingly important to look forward to how the communication needs of the business community will be met. This session will review the market for business services and take



a look at what makes a business service a premium service. The latest Compass tools for SLA monitoring and performance management will be explored. Track 3: Marketing Creating a Differentiated Broadband Experience – Calix will identify the components necessary to create a differentiated broadband experience. Service mix, subscriber visibility and control, customer service, and quality of service all play a role. It takes a careful balancing act to deliver on each of these components, but having a thoughtful strategy will help you win the minds and loyalty of consumers. The Connected Premises (Panel) – This panel discussion will go over the business and marketing issues related to two major areas in connected premises services: Physical security and monitoring and premises automation. Areas for discussion:

• The advantages CSPs have in offering these services • Building your own service versus using a partner with domain

expertise • Business models • Steps to launch the service • Impact on churn and bundling • Key impediments

IT Support Services (Panel) – This panel discussion will go over the business and marketing issues related to offering IT services to your residential and business customers. Areas covered:

• Setting the service demarc: How far should your support offering go to support your service, device connectivity to the router, and device and application issues

• The differences between residential and business offerings • Building your own service versus using a partner with domain

expertise • Business models

• Steps to launching the service • Impact on churn and bundling • Key impediments

Business Solutions Marketing (Panel) – From advanced IT services, cloud voice, and symmetrical broadband offerings, business solutions are an entirely different set of services from residential offerings. In this panel discussion, service provider companies and industry experts will showcase how they have differentiated their business services to capture market share in this emerging market. Track 4: Business Transformation Fiber Opportunities for Non-traditional Service Providers – The number of service providers building fiber access networks is growing, but they are coming from more diverse backgrounds. Municipalities, counties, electric cooperatives, WISPs, and new fiber based CLECs are all seeing the benefit of serving subscribers with fiber. Some of these entities go it alone, while others are partnering with existing operators to make sure their subscribers are served. This discussion-oriented session will focus on topics of interest to service providers new to fiber access. Privacy Issues for Service Providers – New software tools are allowing service providers unprecedented access into the home and business, providing an extraordinary ability to observe the actual online behavior of broadband subscribers. The opportunity in leveraging this information is enormous, but it also carries risks – both legal and with maintaining subscriber trust. Tom Cohen of Kelley Drye will explore the legal frameworks within which service providers will have to work in leveraging these new tools, and how other service providers have successfully managed their risk. Leveraging Compass for Business Transformation – The broadband subscriber is the prized asset of communications service providers. In order to maximize the value of this asset, they will look to minimize their operational expenses while identifying and driving new revenue



opportunities. To achieve these goals, service providers will need a level of visibility and control over the broadband service lifecycle that is normalized across all business functions – marketing, operations, support, and finance. Calix will highlight the Compass Command Center as a potential tool to help service providers maximize the value of the broadband subscriber. How to Leverage New Wide Area Wi-Fi Opportunities – The rapid growth of data in mobile networks has created significant opportunities for operators to create city wide, municipal Wi-Fi networks as well as event and stadium-based Wi-Fi solutions. This paradigm has prompted operators to ask how they can fully leverage these opportunities and increase ARPU across their broadband subscriber base. In partnership with Ericsson, this session will highlight ways for Calix customers to expand Carrier Class Wi-Fi in their geographies and use these networks to drive revenue opportunities and increased value for their subscribers. Track 5 Global Partners / Service Providers – This session for service providers outside of North America will focus on the Calix vision in global markets, highlighting common trends, challenges, key new market drivers, and the capabilities and structure of the Calix global support organization working in unison with our Calix Channel Partners. Training Deep Dive: Active Ethernet Troubleshooting Techniques – See description under P-Series in the Training and Certification section.


General Sessions Presenters

Monday, October 28 Living in Extraordinary Times Special guest: Matthew Beal – EVP and CTO, Corporate Strategy and Product Development, CenturyLink With nearly 20 years in multimedia applications and network development, Matt Beal has a proven track record in application development, IP networking, and network transformation. At CenturyLink, Beal directs Corporate Strategy, Product Development and Network Strategy. He is responsible for shaping corporate strategy to drive revenue, improve customer service, and enable broadband applications while overseeing the optimization of CenturyLink's legacy infrastructures. Beal came to CenturyLink from BT (formerly known as British Telecom) after having led the development of their 21st Century Network program – that company's all-IP network transformation project. As chief technology officer of BT Wholesale,Beal was influential in reinventing Britain's broadband, voice, and data networks and the commercial and regulatory models which govern them. Beal has led a number of industry firsts. While serving as Chief Network Architect of WilTel communications, Beal led the development of the first broadcast-quality HD over MPLS solution. At Nexbell Communications, Beal built a national voice over IP network to launch a wholesale, flat-right origination and termination service. With Telecom Italia, he managed the design and implementation of one of the first global IP VPN networks. Becoming the Experience Provider: Interviews with Calix Innovation Award Winners Jeff S. Leslie – CEO/President, ITS Telecommunications and Indiantown Company Jeff Leslie has served as the CEO of ITS Telecom (a Florida based rural ILEC) and Indiantown Company, Inc. (a water, sewer, garbage, and land

holding company) since 1996 and has recently purchased the companies. He has written several telecom related articles for industry magazines and is a frequent speaker at various telecom conferences and meetings. Jeff’s previous work experience lies in the field of accounting and banking, and as a Florida Certified Public Accountant he has worked in both national and local firms. Jeff presently serves on the NTCA (National Telephone Cooperative Association) Marketing Committee, the NECA Rate Development Task Force, the TECO PAC, the Northern Palm Beach County Fiber Development Committee, and is also very active in his church and community, serving in director roles at the local Chamber of Commerce, Roger Dean Stadium, and at Harbor Community Bank. Dan Pecarina – President and CEO, Hiawatha Broadband Communications (HBC) Dan Pecarina, President and CEO for Hiawatha Broadband Communications (HBC), has over 30 years of experience in the technology and telecommunications industry. Dan Pecarina joined HBC in 1999 and has overseen the implementation of a wide range of data, video, and voice systems and services. For the past eight years, focus has been on working with communities to build fiber to the premises (FTTP) networks and expanding the available applications that run on them. In developing FTTP networks in twelve communities over the past eight years, several new services including IPTV, video on demand, home automation, and health care monitoring have been added to the HBC network. Pecarina has also been instrumental in the development of the HBC sports programming and the HBC Wizards technical support and consulting group. Prior to joining HBC, Pecarina spent 12 years at Winona State University as Director for Technology. While at WSU, he developed a campus-wide fiber-optic network and started the Laptop University initiative that provided laptop computers to all students.


General Sessions Presenters

Tuesday, October 29 2013 Solutions Review and Product Introductions Special guest: Thomas Cohen – Partner, Kelley Drye Thomas Cohen is a partner in the firm's Washington, D.C. office. His practice focuses on matters involving communications, including telecommunications, wireless and media, the Internet, privacy, and government relations. Mr. Cohen has more than 30 years of experience in the communications and telecommunications industry sector, first as a government policy maker, serving for over a decade as assistant general counsel for legislation at the Federal Communications Commission (FCC) and as senior counsel for the Senate Commerce Committee. He then was a founder and principal in firms assessing and developing communications and telecommunications properties and advising businesses. At Kelley Drye, Mr. Cohen assists clients with a variety of aspects of communications law, including federal and state administrative and legislative advocacy, business-related legal matters, and litigation. Special guest: Peter Linder – Vice President and Head of Engagement Practice Fixed Broadband & Convergence, Ericsson Region North America Peter has worked 21 years at Ericsson in Global and American positions. He is currently based in Dallas and addresses the North American market for network solutions in the IP and transport domain. He is also Ericsson’s Networked Society Evangelist #7. In his role as evangelist, he addresses the broader industry transformation issues associated with the market shift from connecting 5B phones to connecting 50B devices for consumer and business applications. He blogs weekly at www.ericsson.com and can be followed as @OneLinders on Twitter.

The Evolution of Technology Teresa Mastrangelo – Principal Analyst, Broadbandtrends Teresa Mastrangelo brings 26 years of telecommunications experience to Broadbandtrends LLC. She is regarded as one of the leading analysts covering broadband infrastructure and services, network transformation strategies, multi-screen, and Smart Home services. She has an extensive background in product management, product marketing, and strategic planning background to bring an unmatched level of expertise to her market research and analysis. Prior to Broadbandtrends Teresa held senior level positions with RHK, Cisco Systems, Advanced Fibre Communications (now part of Tellabs), and NEC America, and started her career as a Telecommunication Engineer with Appalachian Power Company.


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Saturday, October 26 - Calix

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