 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
Earn up to 18 CPE Credits
CFO Conferences is registered with the National Association of State Boards of Accountancy
(NASBA)
as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of
accountancy
have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered
sponsors may
be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN,
37219-2417;
Website: www.nasba.org.
Delivery Method: Group-Live
Program Level: Intermediate
Prerequisites: Two
years
experience as a corporate finance manager. For more information regarding refund, complaint and cancellation
policies,
contact CFO Conferences at (888) 767-5924 or (617) 345-9700, ext. 218.
|
|
| Breakfast Seminar presented by Manhattan Associates / CSC —
Why Wall Street Cares About Your Supply Chain |
| In this session, you will learn how your company can deliver more predictable earnings and higher valuations to Wall Street through application of best practices and global supply chain risk mitigation. These proven best practices will enable your company to create a new valuation well beyond those of your competitors through: a) improvements to costs and revenues by virtue of enhanced supply chain processing, and b) understanding, reacting and eliminating risks which adversely effect productivity, profitability, service, quality assurance, brand value and earnings quality. Earn 1 additional CPE credit by attending this breakfast seminar. There is no additional fee for attending but pre-registration is required. |
Speaker:
Charles Poirier, Partner, Consulting Group, Computer Sciences Corporation
Joe Hornberger, Director, Supply Chain Risk Group , Manhattan Associates
|
|
|
| Optional Pre-Conference Workshop: ROI Boot Camp for CFOs — Driving Best Practices in Technology Assessment |
This session will show you how to establish guidelines for finance and IT to properly and consistently assess the financial and business benefits of a technology investment. Building a credible business case based on common metrics is important for both project prioritization and budget approval. As speaking the CFO's language becomes critical to the success of IT professionals, you can help them by driving a consistent process within your company for assessing technology. Using this process, they can identify opportunities to cut costs and provide value while providing a complete and consistent picture of the returns and risks of your technology investments. Upon completion, each participant will be able to:
• Apply financial metrics to the assessment process;
• Measure direct and indirect benefits;
• Assess worst-case scenarios;
• Negotiate with vendors to maximize benefits;
• Establish a framework for developing accurate, trustworthy business cases;
• Establish a companywide technology ROI framework;
• Set financial milestones for project deployment;
• Assess the real value of a solution upgrade; and
• Minimize financial risk.
Earn four additional CPE credits by attending this pre-conference workshop. An additional fee applies, and pre-registration is required. |
Speaker:
Ian Campbell, CEO, Nucleus Research
|
|
|
| Pre-Conference Workshop Registration |
Speaker:
|
|
|
| 101 Radical Value Creation: A CFOs Guide to Driving Profitability and Shareholder Value |
Speaker:
Jonathan Hornby, Director, World Wide Marketing, Performance Management, SAS
Jack Alexander, Former CFO; President, Value Advisory Group, LLC; Lecturer, Babson College; and Author of Performance Dashbards and Analysis for Value Creation
|
Focus:
The CFO is the catalyst for organizational improvement, and performance management is a strategy leading CFOs rely on to manage and improve performance. Research and examples abound, however, of most companies still failing to achieve maximum results. One reason lies in the design and execution of the strategies themselves. In this workshop, Jack Alexander, former CFO turned Babson professor and consultant will host an interactive, high-impact session moderated by SAS’ Jonathan Hornby. From Alexander’s first-hand experience and Hornby’s work with CFOs around the world, attendees will learn how to create radical value for their organizations, as well as radical models for their own successes — by realizing performance management’s potential.
|
Take Away:
Workshop attendees are guaranteed to walk away with an understanding of:
• The key drivers of value, and how to maximize them.
• Linking these value drivers to operating processes, activities and measures.
• Those critical internal and external factors that most impact organizations, and how to proactively manage
them to simultaneously reduce risk and optimize opportunities.
• How to accomplish true organizational alignment.
|
|
|
| 102 Improving Data Driven Decision-Making through Next Generation Business Intelligence Software |
Speaker:
Johan Eriksson, Group Controller, QlikTech, Inc.
|
Focus:
The role of today’s financial executives is more complex than ever. In a time of intense regulatory scrutiny, they are called upon to drive strategic change while still performing core accounting and reporting duties effectively and efficiently. Financial executives are especially challenged to assess the cross departmental efforts of operations, sales, marketing, engineering, and information technology to ensure that capital and operating expenses are yielding the intended results. This session will discuss how next generation of business intelligence software can be leveraged by financial executives to flexibly analyze corporate information and improve data driven decision-making via dashboards with drill-down capabilities. Specifically, innovations in BI software using in-memory associative technology empower business users to build sophisticated and visual analysis and reporting solutions that are fast to develop, deploy, use, and easy to maintain
|
Take Away:
Financial executives will leave with a better understanding on how a new and simplified approach to business intelligence can be used to more effectively tackle the complex nature of their roles. In addition, attendees will see strategies on how to quickly and cost effectively implement BI tools on top of existing ERP systems to improve their operations.
|
|
|
| 103 Implementing Effective IT Costing and Shared Services Charging |
Speaker:
Steve McHugh, Director, EPM Marketing , Business Objects
|
Focus:
This session is for Finance and IT executives who are tasked with gaining a better understanding of IT costs and the true financial benefit that IT group delivers across the organization. This session focuses on how Finance and IT, working together, can deliver a better level of financial information to the C-level suite as well as the departments that may be receiving cross-charges from IT for services provided.
• Businesses talk the language of dollars, cost and profitability. The Board of Directors, the CEO, and the CFO need to understand what IT is delivering to the business in terms that the rest of the business understands — dollars.
• The IT organization is being pressed to better understand its own internal cost structure and how it charges other business units for services provided.
• When IT charges other departments for services rendered, these department look to IT for financial drill-down information and better understanding of the costs incurred. If IT fails to deliver that information to its customer, then the situation can become adversarial.
• By understanding their costs and effectively working with the rest of the organization, IT and Finance can rapidly shift roles from that of service provider to the organization to trusted strategic business advisor.
|
Take Away:
Attendees will leave this session with an understanding of how IT costs can be measured and communicated across the organization. They will gain an understanding of how to effectively and reasonably cross-charge other business units for services provided. And, they will leave with insight that helps both Finance and IT further evolve their roles as strategic business advisors to the departments that they serve.
|
|
|
| 201 Access Control and IdM — Closing the Project Gap between the CIO and CFO |
Speaker:
|
Focus:
According to analysts is the number one driver in Identity Management projects today compliance. Many customers have the need to combine IT/CIO and CFO related projects. They are seeking a solution that addresses their IT related issues such as rapid provisioning or data synchronization and at the same time comply with various regulations, governance and financial risks. Customers are looking for an end-to-end compliant Identity Management solution. This session will address the disconnect between IT and business driven projects. It will cover continuous access control and SoD risk check and analysis in a constantly changing environment, as well as how to combine the benefits of IdM and Compliance. In addition, you’ll hear about the transition from reactive access control to proactive access control.
|
Take Away:
By attending this session, attendees can learn about available solutions for compliant identity management, how to increase the ROI in SOX related projects, and about integration technology to combine IdM with compliance.
|
|
|
| 202 Moving to a Corporate Performance Management Solution (Workshop presented by Clarity Systems) |
| The American Bar Association is the largest voluntary professional association in the world. With more than 400,000 members, the ABA delivers several programs including law school accreditation, continuing legal education, and initiatives to improve the legal system for the public. With so many members and product offerings, the ABA was faced with a complex annual budgeting process. It recently became apparent that their old budgeting and reporting system did not provide the flexibility needed to handle the Association’s diverse programs so they began the process of examining other options. The program managers needed a real-time, web based budgeting system to deliver an accurate, complete and timely budget. Join Brian Laffey, Director of Financial Reporting and Systems, as he presents the budgeting problems that the American Bar Association faced, the methodology used to select the preferred budgeting vendor, and the benefits that they have achieved since going live with their new budgeting and reporting solution. |
Speaker:
Sven Anderson, Senior Financial Systems Analyst , American Bar Association
Brian Laffey, Director, Financial Reporting and Systems, American Bar Association
|
|
|
| 202 Moving to a Corporate Performance Management Solution (Workshop presented by Clarity Systems) |
| The American Bar Association is the largest voluntary professional association in the world. With more than 400,000 members, the ABA delivers several programs including law school accreditation, continuing legal education, and initiatives to improve the legal system for the public. With so many members and product offerings, the ABA was faced with a complex annual budgeting process. It recently became apparent that their old budgeting and reporting system did not provide the flexibility needed to handle the Association’s diverse programs so they began the process of examining other options. The program managers needed a real-time, web based budgeting system to deliver an accurate, complete and timely budget. Join Brian Laffey, Director of Financial Reporting and Systems, as he presents the budgeting problems that the American Bar Association faced, the methodology used to select the preferred budgeting vendor, and the benefits that they have achieved since going live with their new budgeting and reporting solution. |
Speaker:
|
|
|
| 203 Using the Right Business Intelligence Tool to Solve the Right Finance Problem |
| Survey after survey lists business intelligence (BI) at the top of software spending priorities for companies of all sizes. And yet, despite the time, money, and resources aligned against the goal of making better business decisions, finance departments do not yet have a solution that lets them address these issues in a strategic and integrated fashion. Attend this session to understand how finance departments today are “thinking bigger” about business intelligence, moving beyond the rigid tools and applications they’ve had to use in the past, and utilizing integrated BI solutions to provide an unbeatable combination of tools and applications that helps individuals, teams, and the entire finance organization reach its full potential. |
Speaker:
Guy Weismantel, Marketing Director, Microsoft Corp.
|
|
|
| 301 CFO of the Future: Trusted Advisor or Compliance Enforcer? |
Speaker:
Delbert Krause, Director, Product Marketing, Cognos
Tim O’Bryan, Director Innovation Center, Cognos
|
Focus:
Of all the various roles Finance can play in a company, the two most important to balance are complying with legal, tax, and accounting regulatory requirements and dispensing sound advice on the efficient allocation of resources. In the first, Finance must focus on checks and controls. In the second, it leverages its extensive expertise in understanding what resources are required to generate the revenue growth and profitability that increase the market value of the company. How Finance strikes this balance (and many others) to a large measure determines the success or failure of the company. Is your budget and plans a tool to control costs, or to sponsor investment? Depending on your industry, and where your company is in the market life cycle, one choice is may be better than the other.
|
Take Away:
In this interactive workshop, you’ll learn:
• How Finance can drive efficiencies into the recurring financial processes and drive better faster and more effective decision making by “Performance Managers” throughout the business.
• The common challenges and breakthrough results that have helped CFOs in other companies’ become the ultimate performance coach.
• About technology illustrations on how some proven, best practices can dramatically improve the visibility and control over performance.
|
|
|
| 301 CFO of the Future: Trusted Advisor or Compliance Enforcer? |
Speaker:
|
Focus:
Of all the various roles Finance can play in a company, the two most important to balance are complying with legal, tax, and accounting regulatory requirements and dispensing sound advice on the efficient allocation of resources. In the first, Finance must focus on checks and controls. In the second, it leverages its extensive expertise in understanding what resources are required to generate the revenue growth and profitability that increase the market value of the company. How Finance strikes this balance (and many others) to a large measure determines the success or failure of the company. Is your budget and plans a tool to control costs, or to sponsor investment? Depending on your industry, and where your company is in the market life cycle, one choice is may be better than the other.
|
Take Away:
In this interactive workshop, you’ll learn:
• How Finance can drive efficiencies into the recurring financial processes and drive better faster and more effective decision making by “Performance Managers” throughout the business.
• The common challenges and breakthrough results that have helped CFOs in other companies’ become the ultimate performance coach.
• About technology illustrations on how some proven, best practices can dramatically improve the visibility and control over performance.
|
|
|
| 302 A Pragmatic Approach to Performance Management — A President’s Perspective of Driving Sustainable Results with a Continuous Improvement Philosophy |
Speaker:
Mark Sarros, Executive in Charge of Corporate Performance Management and Business Intelligence Solutions , Crowe Chizek and Company LLC
Haywood Solomon, President, HFS North America
|
Focus:
This session will take a look at the key elements of an effective CPM implementation and ways of fostering executive leadership and sponsorship. You’ll hear why and how Havi Food Service applied CPM, how it has helped HFS foster the development of a continuous improvement philosophy, lessons learned along the way, and applicable benefits. The session will include interactive discussion with attendees, sharing experiences and discussing best practices: what has worked, what did not work, land earning from your peers
|
Take Away:
After attending this session, delegates will:
• Understand what is important to Senior Executives as it relates to driving organizational change and sustainable results by implementing performance management
• Be provided a summary of critical success factors and pitfalls to avoid by HFS, Crowe, and others in the session.
|
|
|
| 302 A Pragmatic Approach to Performance Management — A President’s Perspective of Driving Sustainable Results with a Continuous Improvement Philosophy |
Speaker:
|
Focus:
This session will take a look at the key elements of an effective CPM implementation and ways of fostering executive leadership and sponsorship. You’ll hear why and how Havi Food Service applied CPM, how it has helped HFS foster the development of a continuous improvement philosophy, lessons learned along the way, and applicable benefits. The session will include interactive discussion with attendees, sharing experiences and discussing best practices: what has worked, what did not work, land earning from your peers
|
Take Away:
After attending this session, delegates will:
• Understand what is important to Senior Executives as it relates to driving organizational change and sustainable results by implementing performance management
• Be provided a summary of critical success factors and pitfalls to avoid by HFS, Crowe, and others in the session.
|
|
|
|
