Corporate Performance Management Summit

January 28 & 29, 2015Roosevelt Hotel

New York, NY

Who Will You Meet?

Past Attendee Demographic

CFO’s popular Corporate Performance Management Summit draws an audience of senior finance professionals looking to learn the latest perspectives on the most vital aspects of business performance, including:

• CFO• VP, FP&A• Business Transformation• Performance Measurement• Financial Analytics

• Program Management• Risk Management• Business Transformation• Corporate Controller• Enterprise Integration

Confirmed Speakers Include•VP, Finance & Strategy, Walmart

•CFO, Johnson Controls GWS•CFO, GE Inspection Technologies

•SVP, Banking, Citi•Sr. Director, Finance, Ralph Lauren

•CFO, Modell’s Sporting Goods

•CFO, Edlong Corporation•CFO, Siemens Energy

•SVP, Finance, Susquehanna Bank•CFO, Schwan Consumer Brands

•Head of Finance, Pfizer

•Sr. Director, Financial Systems, Walgreens

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 Summit 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.

About The Summit

Deborah  Herrera   is a Finance professional with a diverse background and proven track record of performance and leadership in rapidly changing, dynamic environments. Her approach combines strategic/tactical financial expertise with strong qualif ications in business development, operations and P&L management. At Schwan she is a key   member of the senior leadership team, responsible for the growth, profitability and strategic vision of the Consumer Brands division of The Schwan Food Company. Critical workstreams include strategic planning, budgeting, forecasting, go-to-market planning, operational recommendations and full P&L / Balance Sheet management. Deborah is directly responsible for a team of 28 and partners across the organization to influence capabilities and resource allocation.

Cost Reduction, Proactive Leadership, and Continuous Improvement

Cost reduction initiatives are not a new phenomenon.  These buzz words and projects have taken on new urgency in this new economy as companies look to bolster earnings in light of slowing domestic growth and other business challenges.   During this presentation I hope to share with you the keys to unleashing the power of the people in your organization to achieve your financial objectives, but more importantly to achieve levels of commitment and engagement beyond what you may have experienced in the past.   To give each employee a reason to believe, a voice in the process and the outcome, a renewed faith in where you are headed.  This is about how you as leaders will lead your employees (all of them) through c h a n g e , t h r o u g h s u c c e s s , t h r o u g h transformation.

Deborah HerreraCFO, Consumer BrandsThe Schwan Food Company

Confirmed Speaker Information

Varun Laroyia is the CFO of Global Workplace Solutions (GWS), a $4.5 Billion global business unit of Johnson Controls (NYSE: JCI).   Prior to this he was the Vice President, Corporate Controller of the Building Efficiency business unit following a three-year tenure as the Group Vice President, Internal Audit. Prior to leading the global audit function, he served as Vice President, Finance, IT & Administration, for JCI’s Building Efficiency business unit across Europe & Africa, a role he had held since joining the company in 2006. In that role, he was instrumental in the successful integration of York International and the profitable turnaround of the European operations for which the team was awarded the Chairman’s Award.

Varun LaroyiaCFO, GWSJohnson Controls

From ‘Bean Counter’ to Strategic Advisor: The Changing Role of Today’s CFO

From company spokesperson and talent manager, to risk mitigator and strategic advisor, the job description for today’s CFO goes well beyond baseline financial skills.  The complex and evolving needs of business in the 21st century require finance leaders to possess a more diverse portfolio of experiences, talents and credentials than ever before.  This session will take a closer look at the broader role of the new CFO and how to build the skills necessary for success.

Having a Strategic Financial Plan to Closely Monitor Your Corporate

Jonathan’s presentation will cover the integration and alignment of the various key performance metrics that are used at Walmart. He will discuss how CPM Frameworks & KPM’s are used in a dynamic environment, and the ability of Walmart to be agile enough to flex with the dictates of business model changes, goals, objectives, human and financial capital, management process changes, governance and changes amongst competitors, suppliers and customers. All of these performance metrics need to be aligned with the organizational spheres of influence - such as the need to form alignment with treasury and capital design structures, risk management frameworks and sales vs profit prioritization discussion. The presentation will also demonstrate how CPM frameworks and incentives drive behavior, the differences between CPM frameworks across business units, the integration of FP&A, Accounting & Treasury and the application of these concepts at Walmart.

Anshooman Aga is CFO of the energy automation unit at Siemens. Prior to the role, Anshooman has held several financial leadership positions at Siemens, including CFO of rail electrification and TurboCare. 

Anshooman AgaCFOSiemens Energy

Leading Through Evolving & Dynamic Market Environments

There is a lot of buzz and excitement about Smart Grids. However, the global Smart Grid / Energy Automation market is impacted by not only ever-evolving technologies, but also dynamically changing and often adverse economic and political conditions along with regulatory hurdles that vary from country to country. The presentation will focus on how to create value and efficiently allocate the resources / capital of a large multinational company using a focused Go-to-Market approach to cater to heterogeneous customer demands.

Axel Grippo is CFO of ~$1B GE unit in the Non Destructive Testing (NDT) industry. He holds financial oversight of worldwide distribution, new product introduction, and manufacturing plants in USA and Europe. Prior to this role Axel was an FP&A executive at GE Healthcare Latin America and was in charge of financial planning and analysis for GE Healthcare in Latin America, covering +30 countries, +5 legal entities and $0.8B in sales.

Axel GrippoCFOGE Inspection Technologies

Jonathan HallVP, Finance & StrategyWalmart

Maximizing Value from the Finance Function at GE

Axel Grippo will share his experience on how GE thinks about its Finance function and how it positions the Finance function to maximize value to the company.   He will talk about 1) efficient Finance structures at GE, 2) expectation on finance leaders, and 3) their measurement and promotion. Among other topics, Axel will share his experience on building Finance structures that leverage Centers of Excellence (COEs) and provide ownership and accountability to Finance professionals as well as his view on key success factors for finance organizations and its members.

Jonathan Hall is Vice President, Finance and Strategy at Wal-Mart Stores U.S. in Bentonville, AR. Prior to joining Walmart, Jonathan served as Chief Financial Officer, North American Supply Chain Business Unit at Coca-Cola Enterprises Inc. Jonathan has held executive level finance and strategy, treasury, audit and accounting positions of increasing scope and leadership responsibility at BWAY Corporation, Sara Lee Bakery, and the J. I. Case Corporation. He began his career in the Corporate Banking Group and Capital Markets Division of The First Chicago Corporation. Jonathan has a MBA, Finance and Strategy from the Booth School of Business, The University of Chicago, and a BA, Economics from Boston University. He is a Certified Treasury Professional, and a Certified Project Manager.

Christina Kite is a senior Technology, Finance and Operations executive with more than 20 years of experience with Fortune 50 and Government organizations leading large, global cross-functional teams and programs. Christina is currently a Corporate Senior Vice President for Susquehanna Bancshares, Inc., where she is responsible for the business planning, budgeting and data analytics function that works closely with corporate, divisional and regional management to proactively issue financial guidance and information insights. Christina worked most recently as a Senior Vice President of Strategy and Operations at the Federal Reserve Bank of NY where she was responsible for the development and implementation of the Bank’s Financial Strategies, Vendor Management and Procurement Office, Corporate Real Estate, Business Services and the Information Strategy and Analytics functions for the Bank.

Managing Corporate Performance: Understanding Acquisition Successes and Failures

Every dimension of the acquisition life-cycle process has implications on corporate performance both short and long term. Acquisition failure is not uncommon. Studies have shown that over 50 percent of the acquisitions in the past have proved to be disappointing. Conversely, successful acquisitions have also proven to dramatically improve the performance of a company and handsomely rewarded shareholders. The discussion will focus on how to manage acquisition risk from an end-to-end perspective as one way of understanding how an organization can grow through this type of strategy and mitigate the risk of failure or sub-optimal results.

David Starr joined Edlong in 2012, bringing over 20 years of finance and accounting experience. As Chief Financial Officer, David is responsible for all of the accounting and financial aspects of company. His background includes managing the finance and accounting departments of both private and publicly traded companies.   David has an MBA from Northwestern’s Kellogg Graduate School of Business and a BS in Accounting from Indiana University, Bloomington

David StarrCFOEdlong Corporation

The Role of Finance in Corporate Performance Management

The past view of the role of the CFO sees us as little more than number crunchers that close the books and look after regulatory compliance, without taking any key role in strategy setting.   In the past, CFOs analyzed the financial impact of a company's actions/results AFTER they're made—not when they're still being planned.   The role of today’s CFO is quite different – they are a key member of the executive team and ones (along with the CEO) set the strategy for the organization.  Presentation will provide examples of the current role of the CFO and I will provide personal examples to support my findings. 

Christina KiteSVP, FinanceSusquehanna Bank

Empowering CFO with Business Intelligence (BI): To Measure, Monitor & Manage your Business

Business Intelligence (BI) can empower the CFO and finance department in their quest to better serve the business by playing the role of Strategic Advisor. When implemented properly, BI can provide timely insights, which the finance department can use to help business managers make better strategic and tactical decisions that lead to better financial results.   The presentation will explore how to get finance out of the data management business and into the data analysis business. 

Moazam Ali Shah is CFO at Gulf Union Foods Company, one of the most successful food businesses specializing in beverage industry sector. Head-quartered in Riyadh, the Company has prominent presence across the Middle East and North Africa. Moazam has previously worked for some of the blue chip professional firms across the world including United Kingdom, United States of America, Australia, Middle East and Asia. He is an alumnus of PricewaterhouseCoopers LLP, New York. A licensed CPA from Colorado State Board of Accountancy in the USA, and a member of American Institute of Certified Public Accountants,

Moazam ShahCFOGulf Union Foods

In her current role as Senior Director of Finance and Accounting Systems for Walgreens, she provides vision, direction and management of large projects and IT support for the CFO Organization consisting of Finance and Accounting, Mergers and Acquisitions, Strategic Sourcing, Continuous Process Improvement, Tax, Internal Audit and Financial Planning and Analysis divisions.   She leads the Global Financial Systems department supporting Walgreens Corporate and its acquisitions, namely Homecare /Infusion, Specialty and Takecare Business units and Global Procurement Office at Hongkong.  Lakshmi has directed and led the implementation of Finance ERP and centralized procurement process using Oracle E-Business, HFM, OBIEE and I-Procurement suite for Walgreens She envisioned and drafted Technology Road Map for Financial Transformation, Created a Center of Excellence for Finance Analysis and Reporting and Led the IT Tower for Strategic Financial Transformation.

Lakshmi NagarajSr. Director, Financial SystemsWalgreens

Leadership Through the CFO

Through effective budgeting and aligning company core values and goals to all parts of the organization internal and external (people and partners) the company has been able to achieve double digit growth in both sales and operating profits during his tenure. This was primarily done through setting up better communication tools and creating KPIs at each level. With the help of these new tools and stronger emphasis on core values the company as a whole was able to prioritize activities which lead to such tremendous results.   

Josh Onishi is the Chief Financial Officer of Peace Dining Corporation and Executive Vice President of Genji Sushi, a   supplier of premium all natural sushi in over 160 locations in   the US and UK through premium supermarket chains. The company's driving mission is to serve food-lovers with delicious Japanese-inspired food and knowledge to lead happy, healthy lives, and to energize the world with Japanese cuisine. The company's core values surround five key elements; People, Products & Services, Partnerships, Planet, and Profit.

Josh OnishiCFOGenji Sushi

The Role of Technology in Driving Finance Transformation at Walgreens

After focusing on store growth for over100 years Walgreens business model shifted from steady store by store expansion to be the America’s best multichannel retail and healthcare provider. This led to many acquisitions in healthcare, retail and wholesale channels. Each acquisition not just brought the synergies but also added a set of financial systems to the IT platform.   When the business model became complex, it resulted in loss of clear visibility into the key financial metrics, multiple versions of the truth and forced the finance community spend 75% of their time in ‘transactional processing’ than ‘power analytics’ to manage exceptions and determine opportunities. Right then, the Information Technology team partnered with the Business to establish an Efficient Global Financial Platform using Oracle EBS, Hyperion Financial Management (for global consolidation) and Oracle Business Analytics to create a robust integrated financial platform with key focus on Financial Business Intelligence that transformed the back office systems into strategic systems contributing directly to the bottom line.

Ed BaasSr. Manager, ProductsInfor

Ed Baas is a Senior Product Manager, and provides product management leadership for Infor's Corporate Performance Management suite which includes Budgeting, Financial Consolidation, Reporting and Analysis.

Using Innovation to help Change the Role of the CFO

The role of the CFO is evolving from traditional bean counter to strategic partner in all areas of the corporation.  Learn how innovative technologies can aid the CFO keep pulse on strategic initiatives - from internal systems to social media; and collaborate with the team - wherever key information is located. Infor presents the changing Day In the Life of the CFO.   Set the standards for the future, now!

Mr. Tamayo is a Finance, Accounting, Business & Strategic Planning Executive in the Biopharma, Healthcare Services, PBM, Wholesale (Rx,Gx,OTC) and Health IT industries with expertise in Controllership, Divestitures, Acquisitions, Financial Integration, Finance/Accounting Operations, Strategy and Business Development. He has more than 18 years’ experience in US and International markets with fortune 500 companies including Merck, Novartis and Express Scripts (Medco) with increasing responsibilities at a Country, Regional and Global level. Mr. Tamayo has been responsible for the launch of new brands, setting up subsidiaries, providing ROI for capital improvements, negotiating BD&L deals, transitioning and supporting M&A.

How to Influence Locally While Managing Globally

Many global organizations struggle to adapt in an ever changing and growing environment.   Those that grow organically often have operations that are consistent across countries but in many instances their products and services fail to adapt to local conditions.   Then, there are those companies that have grown through M&A which keep the local dynamics but struggle to integrate and maximize economies of scale, diversity of policies and strategies. The challenge for global companies is to find the balance in providing value add support to a local organization while driving the bigger global agenda like managing risk, drive costs containment measures, provide appropriate resource allocation, standardized branding and the ever important aspects of people, processes and technology. Against this backdrop, we will talk about potential ways to flourish locally while driving a global strategy.

Senior Director, Finance and Operations at Ralph Lauren in New York, Vincent Hikiba is responsible for the planning and execution of RL Store Development and Creative Services globally. Before joining Ralph Lauren in 2012, Mr. Hikiba was Senior Director of Finance and Accounting at Hermes of Paris, and prior to Hermes, Divisional Chief Financial Officer at Havas, both based in New York. Mr. Hikiba started his career at Deloitte in Paris before moving to New York in 2005 to work at Essilor USA where he held several Finance and Accounting roles with increasing responsibilities.

Vincent HikbaSr. Director, Finance & OperationsRalph Lauren

The Evolution of Finance as an Operational and Strategic Partner

There seems to be a widely spread misconception that Finance should manage the traditional functions of account ing, month-end c lose, forecast ing, and budgeting.   At the various companies that employed me over the past years, whether mid-size or Multinational, I have seen the role of Finance evolve tremendously, changing into a more operational and strategic function.During this presentation, we will discuss the risks that may be faced by businesses that do not rely enough on Finance to provide strategic business i n s i g h t s a n d i m p l e m e n t p r o c e s s improvements.

Harold D. TamayoAdvisoreQuipus Health

ERP Implementation Challenges in a Fast Growth Company

With any ERP implementation there are opportunities and challenges, but in a fast growth environment, there are unique situations. Advantages of adoption early in the business maturity model, acceptance and expectations of change offset the problems of resource availability, analysis paralysis and the every constant possibility of failed implementation. If these challenges can be overcome, the benefits to the organization can be immense and provide a road map to growth over the long term and a successful template for future organizational changes. We took it upon ourselves to venture on a successful implementation, after an initial false start, which started with complete buy-in from our stakeholders done starting with a Steering Committee and Sub-committees that had a qualified, employee chair or co-chair of each committee according to their specific expertise in the company.

John Beall manages accounting/finance, IT, operational accounting and administration functions of Brazos Rock. He advises the CEO & Owners on organizational structure, strategic initiatives, personnel changes and various other growth management plans. John is currently leading ERP implementation of Viewpoint with the aide of outside consultants and manages banking relationships, investor relations, outside auditors and tax firms, legal and other executive duties.

John BeallCFOBrazos Rock

Ways to Register

F TI L

+1 415 800 4713 +1 323 446 7673 Register Here

The Information

Corporate Performance Management Summit

Date: January 28 & 29, 2015 Location: Roosevelt Hotel, 45 East 45th Street, , NY 10017

Registration Pricing

For larger groups or special requests contact Meera Raikundalia by calling +1 415 800 4713 or email meeraraikundalia@cfo.com* Team discounts are applicable at the point of registration only.

Group Discount Offers3 Silver Passes: $3000 ($1000 per attendee)5 Silver Passes: $4500 ($900 per attendee)3 Gold Passes: $3900 ($1300 per attendee)5 Gold Passes: $6000 ($1200 per attendee)3 Diamond Passes: $4500 ($1500 per attendee)5 Diamond Passes: $7000 ($1400 per attendee)

Silver Pass

$1595Access to all sessions &

networking events7 days access to presentations from the

summit via ieOnDemand

$1395Early Bird Price(before Dec 5)

Diamond Pass

$2095Access to all sessions, networking

events, annual subscription to all content on the Finance & CFO channels via

ieOnDemand

$1895Early Bird Price(before Dec 5)

Gold Pass

$1895Access to all sessions, networking

events & unlimited access to presentations from the summit via

ieOnDemand

$1695Early Bird Price(before Dec 5)

1 Day Pass

$1095Full access to the sessions to your chosen day of the summit, 7 days

access to presentations from the summit via ieOnDemand

7 dayonline access to event materials

On-Demand Pass

$600Unlimited access to presentations from the summit via ieOnDemand,

including presentations, interviews & the ability to contact speakers

Unlimited access to

ieOnDemand

NAME OF EACH ATTENDEE

TITLE OF EACH ATTENDEE DEPARTMENT

COMPANY INDUSTRY

ADDRESS CITY

STATE/PROVINCE ZIP/POSTAL CODE COUNTRY

EMAIL OF EACH ATTENDEE BUSINESS PHONE NUMBER

1. Delegate Information...

2. Pass Types...Early Bird Pass Options until December 5, 2014

Early Bird Silver: $1395 Attendees ____ Early Bird Gold: $1695 Attendees ____ Early Bird Diamond: $1895 Attendees ____

Regular Pass Options after December 5, 2014 Silver Pass: $1595 Attendees ____ Gold Pass: $1895 Attendees ____ Diamond Pass: $2095 Attendees ____

Group Discount Pass Options 3 Silver Passes $3000 ($1000 per attendee) 5 Silver Passes $4500 ($900 per attendee) 3 Gold Passes $4200 ($1400 per attendee) 5 Gold Passes $6000 ($1200 per attendee) 3 Diamond Passes $4800 ($1600 per attendee) 5 Diamond Passes $7000 ($1400 per attendee)

For larger groups or special requests contact Meera Raikundalia by calling +1 415 800 4713 or email meeraraikundalia@cfo.com.Group passes only available when all participants register together.

Pass Descriptions:Silver Pass: Access to all sessions & networking eventsGold Pass: Access to all sessions, networking events & unlimited access to the summit presentations via ieOnDemandDiamond Pass: Access to all sessions, networking events, annual subscription to all content on the Finance & CFO channels via ieOnDemand14.5 CPE Credits Available with all Pass Types

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 December 29 2014 incur an administrative charge of 50%. If you cancel your registration after December 29 2014 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.

Registration FormCorporate Performance Management SummitJanuary 28 & 29, 2015 | Roosevelt Hotel, New YorkFor registration or more information on the program, please call Meera on +1 415 800 4713, or fax this registration form to +1 (323) 446 7673

3. Payment Options...

For sponsorship information contact Giles at ggb@cfo.com

Sponsors

Roundtable Sponsor

Gold Sponsor

Exhibitor

Exhibitor

Workshop SponsorSilver Sponsor

Exhibitor

Exhibitor

7 Schedule

Networking Drinks 17.30 - 19.00

Session 1 : Keynote Presentations 08:30 - 10:30

Coffee Break 10:30 - 11:00

Lunch 13:00-14:00

Coffee Break 16:00-16:30

Day One - January 2808:30

10:30

11:00

16:00

16:30

Session 3: Industry Presentations

Session 2 : Workshops 11:00 - 13:00

14:00

Session 4: Industry Presentations

13:00

Summit End - Presentations Available at ieOnDemand

Session 1 : Keynote Presentations 08:30 - 10:30

Coffee Break 10:30 - 11:00

Lunch 12:30-1:30

Coffee Break 15:30-16:00

Session 3: Industry Presentations 13:30-15:30

Session 2 : Workshops 11:00 - 12:30

Session 4: Industry Presentations 16:00-17:00

Day Two - January 29

17:30

08:30

10:30

11:00

12:30

13:30

15:30

16:00

17:00

Partnership Opportunities: Giles Godwin-Brown | ggb@theiegroup.com | +1 415 692 5498Attendee Invitation: Sean Foreman | sforeman@theiegroup.com | +1 415 692 5514

2015 CalendarCFOconferences

AprilFP&A for High TechSummitApril 8 & 9, San Francisco

FP&A Innovation Summit April 8 & 9, London

CFO Rising AustraliaApril 22 & 23, Australia

FP&A Innovation Summit April 23 & 24, Hong Kong

FebruaryFP&A Innovation Summit February 19 & 20, San Diego

Finance TransformationSummitFebruary 19 & 20, San Diego

OctoberCFO Rising WestOctober 21 & 22, San Francisco

Corporate VenturingSummitOctober 21 & 22, San Francisco

FP&A Innovation Summit October 21 & 22, Shanghai

SeptemberFinance Transformation Summit September 9, Boston

FP&A Innovation Summit September 9 & 10, Boston

Financial Leadership &Business PartneringSeptember 9 & 10, London

MayForecasting & Planning for Pharma & Biotech SummitMay 13 & 14, Philadelphia

CPG Forecasting & Planning SummitMay 20 & 21, Chicago

JanuaryCorporate Performance ManagementJanuary, 28 & 29, New York

JunePayments Innovation SummitJune 10 & 11, San Francisco

Corporate Performance Management WestJune 17 & 18, San Diego

Retail Forecasting & Planning Summit June 17 & 18, Chicago

FP&A Innovation Summit June 24 & 25, Singapore

MarchCFO Rising EastMarch 11 & 12, Miami

CFO InnovationMarch 11 & 12, Miami

Corporate Finance TechMarch 11 & 12, Miami

DecemberController SummitDecember 3 & 4, Boston

NovemberBig Data For FinanceNovember 18 & 19, Boston

CFO Playbook for Private CompaniesNovember 18 & 19, Miami

September Continued

Risk Management Summit September 9 & 10, Boston

Compliance & Regulation Summit September 9 & 10, Boston

Treasury Management SummitSeptember 9 & 10, Boston

CFO Rising EuropeSeptember 16 & 17, London

Retail

Expected Attendees

High Tech

CXO

Pharma & Biotech Healthcare

Consumer GoodsCFO

IE Summit