Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals

How CFOs Lead IT to Deliver Enterprise Performance

• Identify any technology gaps impeding growth at your company

• Develop an accurate cost/benefit analysis when considering any type of cloud-based solution or application

• Develop a specific strategy to right-size technology for your company

• Collaborate more effectively with your company’s IT, sales, and HR leaders in defining the systems your company needs to deliver growth in dynamic markets

Learning Objectives

After attending this event you will be able to:

Proformative is the leading educational resource for corporate finance professionals.

Announcing the new Proformative Academy: • On demand video courses taught by peers and SMEs

• Over 125 finance and accounting courses and growing rapidly

• CPE for CPAs, CMAs, CTPs, and CIAs

Check it out at www.ProformativeAcademy.com

Welcome to Proformative

Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals

How CFOs Lead IT to Deliver Enterprise PerformanceNick Araco, Jr., President & CEO, The CFO AllianceJonathan D. Shapiro, President & CFO, FragmobRichard Swinyard, Managing Partner & CFO, CISJeff Allen, CFO, Gold Mobile

Agenda

• Panel Introduction• Lay of the Land- What are the Top Challenges faced by CFOs

– How has the Role of the CFO evolved in terms of Owning Technology StrategyWhat information in available to meet these needs (Big

Data)What technology solutions are available to meet these

needs – Cloud, Cloud ERP, BI, EPM• What technology solutions are available to meet these needs –

Cloud, Cloud ERP, BI, EPM• How are the CFOs on our panel and CFOA members are right-

sizing technology to meet these needs• How do CFOs effectively lead technology strategy from selection,

implementation, management

Our Moderator & Panelists

Nick Araco Jonathan Shapiro Richard Swinyard Jeff Allen CEO CFO Partner &CFO CFOThe CFO Alliance Fragmob CIS Gold Mobile

The CFO Alliance

The CFO Alliance is a professional community of 5,000+ Finance Executives that provides a knowledge-sharing culture with the goal of bringing together a wide array of decision makers, combining a multitude of perspectives, expertise areas, and deliberation to arrive at the best ideas and solutions.

Our mission can be summed up in one phrase, "We make connections that count." We provide Finance Executives with a safe environment where they can debate, discuss, and dissect the top issues and opportunities keeping them up at night while building meaningful relationships with peers and industry experts. Our Members will attest that the opportunities and framework we continually provide them in learning, networking, collaboration, and customized connections go a long way towards increasing confidence in their decision making and maximizing their effectiveness as a leader, all while contributing to their short and long term success.

Fragmob

• World leader in providing mobile apps to the $176B direct selling industry• HQ in sunny San Diego, CA• Provide mobile and data driven sales productivity tools to help

independent seller make more money in less time• Hyper growth in 2014

• Grew from 1 client to 7 clients with tailor made solutions for ~1M Users in over 25 countries on 5 continents

• Increased from 10 FTE in June to 25 FTE today with increasing demands on development, management, and infrastructure

• On pace for 700% YOY revenue growth in 2015

Jonathan Shapiro, Fragmob

Jonathan Shapiro, CFA, CPA

• Co-Founder, President, and CFO of Fragmob• 16 years in investment, operations, management, and finance; Executed 100+

transactions• Partner at private equity firm, Ropart Asset Management• Previously: 4 CFO positions, M&A at UBS Investment Bank, Credit Analyst • Serve as Board Member to 7 firms

• CFO Alliance – NY Advisory Board• EMBA: Columbia Bus. School, London Bus. School• Pace: MS, Accounting• Rutgers: BS, Computer Science

Computer Integrated Services

CIS provides IT solutions for the modern workforce: End User Computing, Identity and Access Management, Collaboration, Security and Service Desk.

Gold Mobile

Gold Mobile is a provider of a unique cloud-based platform geared at enhancing companies’ mobile ordering, payment, and loyalty programs.

• Gold Mobile enables enterprises to engage with consumers “in-the-moment” while providing:

1. Personalized offers and content2. Real-time transactions and payments3. Instant rewards

Global Mobile clients include Fortune 500 global companies and brands, healthcare institutions, and retail merchants as well as partnerships with major banks and agencies who want to add mobile commerce to their enterprise client’s digital commerce and cash management deployments.

Top CFO Concerns

According to the “Pushing the frontiers – CFO insights from the Global C-suite Study,” published by IBM in May, the Top 3 Concerns are:

1. Measuring and monitoring business performance2. Providing inputs into enterprise strategy3. Developing talent in the finance organization

5 other concerns that have become more critical since their last CFO poll in 2010, include:

4. Optimizing planning, budgeting and forecasting5. Driving enterprise cost reduction6. Driving integration of information across the enterprise7. Strengthening compliance programs/internal controls8. Processing transactions

Thank you for your interest in this presentation. View the on-demand webinar or download the full

presentation at:www.Proformative.com

How CFOs Lead IT to Deliver Enterprise Performance