Corporate Performance Management Summit Accelerating Corporate Performance Innovation

Transcription

1 Corporate Performance Management Summit Accelerating Corporate Performance Innovation June 17 & 18, 2015 Manchester Grand Hyatt San Diego, CA

2 Who Will You Meet? CFO s popular Corporate Performance Management West conference draws an audience of senior finance professionals looking to learn the latest perspectives on the most vital aspects of finance today, including: Business Analytics Big Data Management Cost Modeling Fraud Detection/ Prevention Risk Management Finance Process Transformation Past Attendee Demographic Confirmed Speakers CFO, Kenco Group CFO, Dyno Nobel Controller, PlaceIQ CFO, Deutsche Post CFO, The New Children s Museum Director, Finance, Credit Suisse Director, Finance, Terex CFO, Non-Strategic Unit, Credit Suisse CFO, Louisville Slugger CFO, General Assembly CFO, Sigma Designs CFO, Keolis Transit CFO, Apache Inc. Director, Financial Systems, Qualcomm Head of Finance, Swarovski Director, Finance, Samsung Head of Finance, General Assembly CFO, La Familia Counseling VP, Corporate Dev. & Performance, BofI Bank

3 About The Summit How will you and your finance team drive and manage sustainable, profitable growth? How can you make the best use of the resources you have by working more efficiently, using the right tools, tactics, and technology to succeed in today s volatile environment? CFO s Corporate Performance Management West conference will help you answer these questions. The program will focus on driving performance with increased customer insight and innovative technology platforms. Presentations will show how your finance organization can embrace the future of finance, becoming a innovative function operating with maximum efficiency and effectiveness, how to drive efficiency and make your business more productive. Have your chance to benefit from a number of networking opportunities allowing you meet with speakers, other delegates and vendors too! Confirmed Speakers Dwight Crawley CFO Kenco Group Dwight Crawley is Chief Financial Officer and leads the financial functions for the Kenco family of companies. His primary responsibilities include managing the company s financial reporting, planning, treasury, audit, internal controls, and resource allocation functions. He is also responsible for developing strategies and plans for the company to meet its goals and be successful. Prior to joining Kenco in 2009, Dwight held executive level financial positions with several companies including Scholastic Book Fairs, Harris Teeter Supermarkets and The Cosmetic Center (a Revlon subsidiary). Dwight is a Certified Public Accountant and worked with the public accounting firm of Arthur Andersen. Measuring Operational and Financial Success Being able to effectively measure operational and financial success is key to improving your company. This presentation will focus on proven methods in measuring both operational and financial success using personal experiences from Kenco and giving a general view of implementing such actions. Harsi Thethi CFO, Non-Strategic Unit Credit Suisse business. Harsi received a BSc in Economics from University College London, he is a Chartered Accountant, and holds a Masters in Finance from London Business School. Harsi Thethi is a Director of Credit Suisse in the Investment Banking division, based in New York. He is the CFO of the Investment Bank s Non-Strategic unit. The Non-Strategic unit was created as part of the evolution of the Investment Bank s wind-down strategy to further drive progress on capital and savings through accelerated de-risking and deleveraging. Harsi joined Credit Suisse in 2004 from PricewaterhouseCoopers where he spent three years in their Audit, Transaction Services and Tax areas. Since joining Credit Suisse, Harsi has held multiple financial positions across various products and functions within the Investment Bank both in London and New York. Prior to his current role, Harsi was the CFO of the Global Rates Promoting Business Efficiency Harsi will present on effectively implementing & executing business plans.

4 David Page Director, Finance San Diego Zoo David holds a B.S. in Accounting from San Diego State University and a Master s in Business Administration from California State University San Marcos. David Page is the Director of Finance & Controller of San Diego Zoo Global. With significant experience in change management, process improvement, strategic planning, and team building, he has led the implementations of multiple financial systems, including a new general ledger system (Financial Edge), a new budgeting/forecasting/ reporting system (PowerPlan), an expense reimbursement and pcard reconciliation system (Concur), and an e- procurement and payables system (Coupa). Prior to joining the Zoo, David served as Corporate Controller for two public companies, one in the information technology consulting industry and one in the golf manufacturing industry, and a privately held company in the biotech industry. He began his career as a CPA at Ernst & Young. Using Different Systems to Gain a Financial Edge A look at various systems that can be implemented to result in an advantageous financial edge. This presentation will also analyse the different ways in which a non-profit organisation works. Wade Lindenberger CFO The New Children s Museum Wade Lindenberger is the Chief Financial Officer of the New Children's Museum. Wade has the responsibility for the finance operations, human resources, information technology and facilities groups at the company. Prior to joining NCM, Wade worked for various companies across different industries and is currently an Adjunct Professor at the University of San Diego. For Profit Concepts for a Non-Profit Organization Non-profits have traditionally focused on their mission and often see a focus on anything business or money related as "selling out". However, enlightened non-profits recognize that adopting for profit concepts and practices will give them an edge and will actually help them better fund and reinforce their mission. Concepts such as strategic focus and thinking, timely and robust reporting, meaningful performance metrics and effective recruiting and retention practices all help to ensure a strong, successful non-profit organization. Carla Carillo CFO Deutsche Post Carla Carrillo is rated among the 100 most powerful women in Mexico (Expansion Magazine). She is a Finance professional with more than 20 years of broad business experience. She has been responsible for the Finance Transformation Strategy in the Americas region since April During this role, she lead the centralization of transactional activities for North and Latin American countries, including outsourcing to a Third Party Service Provider. Ms Carrillo joined DPDHL in 2005 in Mexico, holding several positions in the Finance Area, including CFO for Mexico. Prior to joining DPDHL, she worked for Bristol Myers Squibb and Procter & Gamble, developing her career within the Finance Area, in various senior positions. Finance Transformation: The Real Challenge The finance function has evolved over time from a traditional role of bookings and controls to a more strategic one. Today, a CFO that supervises large groups of transactional activities such as accounting, payables or collections is the exception rather than the rule. Finance transformation has been a constant in the CFOs agenda. Cost reduction is one of the key motivators driving this transformation. What has not changed in this transformation is the accountability of the CFO. However, a different set of skills is now expected from a CFO. They should be someone that can be a true partner to the business, someone that can play a more strategic role in the organization.

5 Lauren Doty Controller Place IQ T h e S t a r t U p M e n t a l i t y - C a s h Preservation for Growth Lauren is the Controller for PlaceIQ. Alongside this role, Lauren is also the Accounting Manager, a role which she has held since joining PlaceIQ in Prior to this role, Lauren was an Accounting Manager at Zynga, a Senior Revenue Analyst at Best Buy and before that held various roles at Napster. A look at building a sustainable business. This presentation will focus from the perspective of a startup and how cash preservation for growth is key. John Devine Director, Financial Systems Qualcomm As Director of Financial Systems of Qualcomm, Inc., Mr. Devine is focused on providing global financial system solutions to an organization of 31,000 employees in 25+ countries with 100+ divisions. He also plays a critical role in the strategic integration of acquisitions, global financial systems training programs, and the company s process standards for forecasting, budgeting and management reporting. Mr. Devine s expertise in corporate finance and technology solutions has been cultivated over a 20-year career with management positions at Qualcomm and SAIC, two Fortune 500 technology companies, as well as advisory roles in start-up and non-profit organizations. Mr. Devine has served in his current role at Qualcomm s corporate office since 2007 and has established the role of his organization from the ground up. His roles during a 13 year tenure in management at SAIC include AVP & Corporate Financial Systems Manager, at the corporate headquarters, and, prior to that, Deputy Controller of the SAIC s manufacturing business unit. Ensuring a Greater Return on your T e c h n o l o g y I n v e s t m e n t a n d h o w Technology has Evolved in the Finance Function People, Process and Technology. All three work jointly together to create winning strategies in the transformation of business functions. This group discussion will focus on how these three factors work together for achieving winning transformational strategies. We ll take a deeper dive into technology and look at a few of the more recent technology solutions in the finance and accounting domain. Mauro Echeverri Head of Finance Swarovski Mauro Echeverri, CPA has worked for over 15 years with global corporations like NCR, Tyco, Louis Vuitton and currently at Swarovski. His major concentration is financial management, process improvement, transformation, consolidation and Shared Service Centers build up. Currently, he is the Head of Operations in Finance and Administration for Latin America at Swarovski where he oversees the Finance and Operations activities for the region. Prior to joining Swarovski he was the CFO & Controller at Louis Vuitton for South America and the Caribbean where he built a regional office and a Shared Service Center to manage those regions. Before that he spent 8 years at Tyco where he played large roles in initiatives in controlling, financial planning, sales growth, restructuring and reengineering projects. Prior Tyco, Mauro participated in the creation of a Shared Service Center for NCR Corporation based in Fort Lauderdale. Mauro holds a Master Degree in Accounting and also trained in Six Sigma - black Belt. Financial Leadership & Talent Management This presentation will focus on increasing performance and managing talent from a leadership perspective. It was focus on improving the finance function, driving productivity and best practices in talent management.

6 The Information Corporate Performance Management West Summit Date: Location: Venue: Reservations: 17 & 18 June, 2015 San Diego Manchester Grand Hyatt Click Here or Call & quote CFO Publishing Group Registration Pricing Diamond Pass Silver Pass Gold Pass $1495 $1795 $1995 Access to all sessions & networking events 7 days access to presentations from the summit via ieondemand Access to all sessions, networking events & unlimited access to presentations from the summit via ieondemand Access to all sessions, networking events, annual subscription to all content on the CFO & Finance channels via ieondemand $1195 $1695 $1495 Early Bird Price (before April 24) Early Bird Price (before April 24) Early Bird Price (before April 24) On-Demand Pass 1 Day Pass $600 $795 Full access to the sessions to your chosen day of the summit, 7 days access to presentations from the summit via ieondemand Unlimited access to presentations from the summit via ieondemand, including presentations, interviews & the ability to contact speakers $695 Unlimited access to summit presentations via ieondemand Early Bird Price (before April 24) Group Discount Offers 3 Silver Passes: 5 Silver Passes: 3 Gold Passes: 5 Gold Passes: 3 Diamond Passes: 5 Diamond Passes: $3000 ($1000 per attendee) $4750 ($950 per attendee) $4200 ($1400 per attendee) $6250 ($1250 per attendee) $4800 ($1600 per attendee) $7250 ($1450 per attendee) For larger groups or special requests contact Meera by calling or meeraraikundalia@cfo.com Team discounts are applicable at the point of registration only. Ways to Register Register Online Here

7 Registration Form Corporate Performance Management Innovation Summit 17 & 18 June, 2015 San Diego, CA Manchester Grand Hyatt For registration or more information on the program, please call Meera on , or fax this registration form to +1 (323) Delegate Information... NAME OF EACH ATTENDEE TITLE OF EACH ATTENDEE DEPARTMENT COMPANY INDUSTRY ADDRESS CITY STATE/PROVINCE ZIP/POSTAL CODE COUNTRY OF EACH ATTENDEE BUSINESS PHONE NUMBER 2. Pass Types... Early Bird Pass Options until April 10, 2015 Early Bird Silver: $1195 Early Bird Gold: $1495 Early Bird Diamond: $1695 Regular Pass Options after April 10, 2015 Silver Pass: $1395 Gold Pass: $1695 Diamond Pass: $1895 Group Discount Pass Options 3 Silver Passes $3000 ($1000 per attendee) 5 Silver Passes $4750 ($950 per attendee) 3 Gold Passes $4200 ($1400 per attendee) 5 Gold Passes $6250 ($1250 per attendee) 3 Diamond Passes $4800 ($1600 per attendee) 5 Diamond Passes $7250 ($1450 per attendee) For larger groups or special requests contact Meera Raikundalia by calling or meeraraikundalia@cfo.com Group passes only available when all participants register together. Pass Descriptions: Silver Pass: Access to all sessions & networking events Gold Pass: Access to all sessions, networking events & unlimited access to the summit presentations via ieondemand Diamond Pass: Access to all sessions, networking events, annual subscription to all content on the Big Data & Analytics channels via ieondemand 14.5 CPE Credits Available with all Pass Types 3. Payment Options... Check (Make checks payable to The Innovation Enterprise Ltd) Invoice me Visa Mastercard American Express Diners Club Discover CARD NUMBER EXPIRATION DATE SECURITY NO. CARDHOLDERS NAME CARDHOLDER S SIGNATURE BILLING ADDRESS INDUSTRY Team discounts are applicable at the point of registration only. Any cancellations within a group registration will in turn incur an increase in registration fee for the remaining group participants. Cancellations before May incur an administrative charge of 50%. If you cancel your registration after May you will be charged the full fee. You must notify CFO in writing of a cancellation, or you will be charged the full fee. CFO reserve the right to make changes to the program without notice. NB: FULL PAYMENT MUST BE RECEIVED BEFORE THE EVENT.

8 Confirmed Sponsors Gold Sponsor Silver Sponsor Silver Sponsor Workshop Sponsor Workshop Sponsor Exhibitor Exhibitor Exhibitor Exhibitor Exhibitor For sponsorship information contact Abby at

9 2015 Calendar January Expected Attendees Date Corporate Performance Management Summit New York 150+ January 28 & 29, 2015 February FP&A Innovation Summit San Diego 250+ February 18 & 19, 2015 March CFO Rising East Summit Miami 300+ March 11 & 12, 2015 April FP&A for High-Tech Summit San Francisco 150+ April 8 & 9, 2015 Financial Forecasting & Planning Summit London 150+ April 8 & 9, 2015 FP&A Innovation Summit Hong Kong 150+ April 23 & 24, 2015 June Corporate Performance Management West Summit San Diego 150+ June 17 & 18, 2015 September FP&A Innovation Summit Boston 250+ September 9 & 10, 2015 Treasury Management Summit Boston 150+ September 9 & 10, 2015 Risk Management Summit Boston 150+ September 9 & 10, 2015 Compliance & Regulation Summit Boston 150+ September 9 & 10, 2015 CFO Rising Europe Summit London 150+ September 17 & 18, 2015 October CFO Rising West Summit San Francisco 300+ October 22 & 23, 2015 November Controller Summit Boston 150+ November 12 & 13, 2015 CFO Playbook for Private Companies Summit Miami 150+ November 19 & 20, 2015 CFO IE Summit High Tech CXO Healthcare Consumer Goods Retail Pharma & Biotech Sponsorship Opportunities Delegate Invitations Giles Godwin-Brown ggb@theiegroup.com +1 (415) US +44 (207) UK Sean Foreman sforeman@theiegroup.com +1 (415) US +44 (207) UK