Corporate Performance Management Summit

January 27 & 28, 2016Miami, FL

Sonesta Coconut Grove

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, Global Procurement, NBA

• CAO, Sprint

• Senior Advisor, The White House

• Managing Director, SunTrust Bank

• CFO, Blue Cross Blue Shield

• Senior Director, Finance, Veeco

• CFO, Reservoir Media Management

• CFO, L’Oreal

• VP, Finance, American Red Cross

• Director, FP&A, Universal Music Group

• Head of Finance, Swarovski

• Instructor of Finance, Ball State University

• CFO, Firehouse Subs

• CFO, The Recon Group

• CFO, Kansas City Chiefs

• CFO, Amatheon

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

Joe is an overall procurement operations leader managing people, process and systems including a specialized talent in indirect sourcing, P2P process excellence and spend analytics. Examples are: raising the value proposition within organizations for procurement, centralizing, developing highly functioning strategic sourcing groups, optimizing procure to pay processes and systems, supplier relationship management and negotiations. In his current position, Joe is developing a Global Procurement function for a major sports league where he is responsible for the day to day management of Strategic Sourcing and Spend Analytics functions.

Panel Session: Improving Operational Effectiveness Across the Business

Improving the business as a whole is instrumental in the longevity of any company. This panel session will look at different departments in the business and provide information on how they are able to promote operational effectiveness.

Joseph PostiglioneAVP, Global ProcurementNBA

Confirmed Speakers

Karen is the Chief Audit Executive of Sprint Corporation. Prior to this role, she was the Director of Tax Process Improvement at the Home Depot. Karen started her career on GE's management development program, and also has consulting experience at PWC. She possesses expertise in internal audit, enterprise risk management, finance, accounting, process improvement, tax and acquisition integration.

Karen BegelferCAOSprint The Role of Finance in Driving Corporate

Development

This presentation will explore how the role of finance can drive corporate development and promote growth across

the company as a whole.

Inder M. Singh was Senior Vice President, Strategy, Finance and Business Intelligence at Comcast Corporation. Currently, he serves as Managing Director of Finance at SunTrust Bank. In his role which he tool in Jan 2012, Inder is responsible for Comcast Cable’s Strategy, Business Intelligence (Big Data), New Business Development, Marketing finance, long range planning, and CFO support for all products. Inder previously served as Vice President of Capital Structure and Corporate Portfolio Management for Cisco Systems. In that role, he helped to oversee the company’s corporate portfolio management and the development and deployment of portfolio management across its business and technology segments.

Inder SinghManaging DirectorSunTrust Bank

Managing External Factors in Performance Management

A look at external factors that can affect the business and how to best combat them with the tools at your disposal.This will also look at how to improve internal regulatory frameworks in order to prepare for the external factors that may affect the company.

Steven A. Storch is CFO of Imagem Music US. Imagem is the world’s #1 independent music publishing company and owns the Rodgers and Hammerstein Organization as well   as Boosey & Hawkes, the #1 Classical Music company. Storch is a music industry veteran, starting at CBS Records   in 1987. F ro m 2 0 0 4 - 2 0 0 8 , h e w a s C F O o f S o ny/AT V Music   Publishing, (a joint venture between Sony and the estate of  Michael Jackson) which owns the Beatles catalog. At Sony he led the acquisitions of Famous Music, the Leiber/Stoller   and Bon Jovi catalogs. During his tenure, Sony/ATV   doubled its global market share. Storch is a CPA and   received an MBA from Rutgers Business School. He is a   Certified Valuation Analyst and a guest lecturer at the NYU Clive Davis School of Recorded Music.

Business Transformation, Cost Reduction & Proactive Leadership

Business transformation is always a risk when in either a period of growth or decline. It can lead to cost reduction in certain areas of the business and lead to a stronger period of company performance. Integral during this transition is strong and proactive leadership which oversees the changes and makes sure the transformation aligns with the company mission.

Steven StorchCFOReservoir Media Management

Bob KolodgyCFOBlue Cross Blue Shield

Robert J. (Bob) Kolodgy is Senior Vice President Financial Services and Government Programs and Chief Financial Officer of the Blue Cross and Blue Shield Association (BCBSA), a national federation of 37 independent, community-based and locally operated Blue Cross and Blue Shield companies. The Blue System is the nation's largest health insurer covering nearly 100 million people – one-in-three of all Americans. It is the largest single processor of Medicare claims in the nation, and holds the world's largest privately underwritten health insurance contract – the 5.2-million-member Federal Employee Program (FEP).

Financial Leadership & Talent Management

A look at strong financial leadership and strong talent management and how this can benefit your business.

Talent management allows you to identify key people within the business to better help manage certain aspects of process. Having strong leadership within this period ensures that the business can continue to work efficiently.

Jeroen is the Sr. Director of Finance at Veeco, a global leader in process equipment tech and oversees one of its largest divisions. Jeroen's current role also involves advising senior executives on product sourcing decisions, factory selection, long-term strategy, and cost reduction opportunities utilizing data mining and analytical models. Prior to his current role, Jeroen has worked in various roles at Lam Research and has also worked for other companies like KPMG.

Driving Change for your Finance Team

This session will focus on the imperative leadership role in a finance team. How a leader is able to co-ordinate with those above and below themselves and inspire efficient and beneficial change is how a leader should be defined.

Mishu Rahman is a Senior Advisor at the White House Office of Management and Budget, which serves the President in budgeting and overseeing the implementation of his strategy and vision across the Executive Branch. Mishu oversees investment and performance of multiple federal agencies (e.g. Healthcare, Commerce, Treasury) and collectively manages a $80B/year portfolio. Through data-driven and risk-based quarterly strategic reviews, he partners with each Agency C-Suite to improve execution and operating discipline of government programs to save taxpayer money and align investments with the President's Management Agenda and associated corporate strategies.   Moreover, he leads enterprise-wide strategy initiatives to promote innovation to deliver faster and cost-effective services to citizens and businesses with the aim of world class experience, provide direction in the use of Internet of Things (IoT),   open up government data estimated to be worth billions, and to develop the critical human capital. Prior to his current role Mishu served various C-level advisory roles.

Mishu RahmanSenior AdvisorThe White House

Jeroen DelsmanSenior Director, FinanceVeeco

Carlos Mönnaco is a seasoned finance executive with experience in highly recognized entertainment brands including The Walt Disney Company, NBC Universal, EMI Music and most recently Universal Music Group. Carlos followed his passion for business around the globe having studied and practiced finance in the USA, Mexico and the UK. He is currently the Director, Financial Planning & Analysis at one of the most profitable divisions of Universal Music Group. Carlos holds a Bachelor of Business Administration from the Instituto Tecnológico y de Estudios Superiores de Monterrey and a Master of Business Administration (MBA) from Auburn University, having graduated with honours. He is also a Certified Six Sigma Green Belt professional.

Carlos MonnacoDirector, FP&AUniversal Music Group

Strategic Investments in Driving Corporate Performance

Corporate Strategy is becoming more and more important to wider areas of the business, not just the traditional hierarchy. A clearly defined corporate strategy means for a more detailed company mission. Making sure you have a strategy that aims for the appropriate growth structure means you can better judge your overall corporate performance.

Rolling Forecast Implementation and Responsive FP&A

The old ways of doing business in the music industry are being continuously challenged by competitors and emerging technologies (i.e.: digital music, streaming, etc); as such, UMG needed a way to stay ahead of the game. As we tried to cope with this highly dynamic market, we were faced with a need to innovate and re-tool our internal financial processes to enhance our overall decision making abilities. One tool that has helped Universal Music Group be better equipped to face these pressures is the rolling forecast/continuous planning process. Rolling forecasts provide the building blocks for an efficient financial management system that provides a company and its senior leadership with a panoramic view of where the company is and where it is headed.

In her 15 years of experience, Yoana gained experience in building and leading teams in complex environments across different functions and industries. Before joining L’Oreal, Yoana served as Global FP&A Director at Novartis for the $9B Vaccines and Diagnostics divisions, playing a critical role in the split and divestiture of the two divisions. At American Airlines, Yoana held different roles, from division controller for $2B Onboard Services, to sales strategy for Asia Pacific revenue and to planning the $2.5B annual capital spending and lease operations. Yoana graduated from Harvard University with a Masters in Finance and earned an MBA from Duke University. 

Yoana LandCFOL’Oreal

Sally Fisher has built a reputation for building strategically relevant organizations that can deliver results fast.   Armed with an MBA in finance from the University of Michigan and an MA in real estate from the University of Southern California, Sally brings a breadth of expertise that carries her across sourcing, operations management, and vendor governance.   She is a real estate and facilities professional that has worked under the finance organization at Pfizer, Union Bank, and the American Red Cross. Prior to spending the past 12 years in RE&F, she spent another 5 years in institutional financial management and another 12 years in management consulting.   Her undergraduate is in social psychology from San Francisco State.   She has been a speaker at conferences from IAOP, IFMA, and CoreNet Global.   She has written a number of articles on outsourcing, M&A, and value management.   She has earned a black belt certification in Six Sigma.

Sally FisherVP, FinanceAmerican Red Cross

Leading from the CFO Office in the New Digital Era

Explore the role of the CFO in guiding the management team to pursue digitally-intensive investments (ex. the cloud, social media, and big data) to create value for the organization. We will discuss how cloud technologies can be used to align around strategic goals, social media to disrupt functional silos, predictive analytics to listen to market trends, and so on. 

Cross Functional Decision Making and Planning

This presentation will focus on the benefits of cross functional decision making and planning in improving your company. It will explore the benefits of extensive planning and how this is purely a good thing for you company. 

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 f inancial 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.

Mauro EcheverriHead of FinanceSwarovski

Execution of Performance Management Initiatives

Successful execution of performance management initiatives is something every company strives for. Doing so well means that it leads into smooth transition to new company initiatives and can help with such things as employee engagement and finance transformation.

As a Miami native with strong roots in the community and having graduated from Florida International University with a Bachelors in Accounting, Nova Southeastern University with a Masters in Accounting, and also a Florida CPA, Melissa has recently joined The Recon Group as CFO and it's newest addition to the management team. With the additional expected growth for The Recon Group, Melissa has begun the work of creating organizational infrastructure in the HR, Operations, and Finance and Accounting areas. With 16 years of experience in management, finance, accounting, and human resources to leverage from, she will be bringing her expertise to help create sustainable growth through technology for the agency while maintaining the integrity of the agency’s culture and vision. Melissa has worked in public accounting for 8 years. She also spent another 8 years working in private industry with specialization in process improvement and new department creation.

Melissa DovalCFOThe Recon Group

Daniel Boylan is one of the Instructors of Finance at Ball State University. Daniel has a strong background working within the higher education industry and currently teaches on Per Fin for Fiscal Wellness. Prior to starting his current role in 2012, Daniel previously held roles with Indiana Tech, Trine University and the University of St. Francis. He previous roles include being a professor of business, an adjunct instructor and also a director of assessment.

His expertise include public speaking on six sigma and the role of finance within different business areas.

Daniel BoylanInstructor of FinanceBall State University

Interacting Finance & HR

HR and finance information has traditionally been siloed, but organizations are finding that to be competitive, they have to break down the long-standing barriers between the two departments.

In this presentation, Melissa will be laying out reasons as to how important the interaction between finance & hr is and how and why more and more finance teams and using the two functions together.

Is Finance a Critical Success Factor in the Six Sigma Phenomenon?

Why is Six Sigma’s focus on finance good? When looking at the reduction of waste, a financial perspective is important. Even though waste removal is important, there is a limit to how much should be done. To illustrate this point, one might consider whether to spend $500 to save a penny. But what if you saved that penny every time you did an activity and break-even was achieved? Some programs are too hot when they are financially driven. Some programs are too cold when they include little financial accountability. Providing proper balance makes Six Sigma just right. Six Sigma does this by ensuring that the projects performed are those that produce value for shareholders. 

Accounting professional with over 20 years' of extensive hands-on experience in managing accounting and operations in diverse industries. Effectively performed cross-functionally to implement the strategies of the company thus increasing the profitability, effectiveness, and efficiencies of the enterprise. Works well in a fast paced entrepreneurial environment and known to develop and implement simple solutions and processes in dealing with complex problems.

Peder SahlinCFOAvalanche

Creating a Trusted Business Unit

Creating a more trusted business unit means for better unison between departments. Being able to do this effectively can lead to better corporate performance and promote sustainability and stability amongst the business.

Ways to Register

F TI L

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

The Information

Corporate Performance Management Summit

Date: January 27 & 28, 2016 Location: Miami , Florida Venue: Sonesta Coconut Grove

Registration Pricing

For larger groups or special requests contact Elliott Jay by calling +1 415 800 4713 or email elliottjay@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 Nov 20)

Diamond Pass

$2095Access to all sessions, networking

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

ieOnDemand

$1895Early Bird Price(before Nov 20)

Gold Pass

$1895Access to all sessions, networking

events & unlimited access to presentations from the summit via

ieOnDemand

$1695Early Bird Price(before Nov 20)

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

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1. Delegate Information...

2. Pass Types...Early Bird Pass Options until November 20, 2015

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

Regular Pass Options after November 20, 2015 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 Elliott Jay by calling +1 415 800 4713 or email elliottjay@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

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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 28 2015 incur an administrative charge of 50%. If you cancel your registration after December 28 2015 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 27 & 28, 2016 For registration or more information on the program, please call Elliott on +1 415 800 4713, or fax this registration form to +1 (323) 446 7673

3. Payment Options...

For sponsorship information contact Pedro at pedro@cfo.com

Confirmed Sponsors

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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 2708:30

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 28

17:30

08:30

10:30

11:00

12:30

13:30

15:30

16:00

17:00