CFO Rising West Summit

Transcription

1 Rising West Summit October 20 & San Francisco Explore the Evolving Role of the Strategic

2 ABOUT THE EVENT Overview October 20 & 21, 2016 The InterContinental Hotel, San Francisco, 888 Howard St San Francisco, CA 94103, United States #WEST Rising West Summit The main themes for this year's discussion are: Innovation Corporate Finance Tech Corporate Strategy Cyber Security This summit will address all the challenges facing a modern, and the opportunities they have to lead their organisations will be addressed

3 SPEAKERS AT A GLANCE Speakers Confirmed Speakers Laura Hazlett,, California College of the Arts Michael Rist,, VIP PetCare Brett Tromp,, Discovery Health Greg Schulte, Corporate Controller, Innocor Ian Swanson,, Delicato Family Vineyards Ken Goldman,, Yahoo Kimberly Carim,, San Francisco Ballet Rosemarie Rae, Associate Vice Chancellor and Chief Financial Officer, UC Berkeley Steve Ferguson, Former, Spartan College of Aeronautics & Technology Marjorie Bailey,, Elder Care Alliance Peter Kuipers,, Omnicell Aakif Hasnat,, Gulf Union Foods Company Stephanie Plaines,, Walmart ecommerce/ Sam's Club Publishing Panel - Industry Experts, Industry Leaders, Bruce Olster,, Go GSF Mortgages Namely Exec, Senior Namely Representative, Namely Oneal Bhambani, President/COO, Flywheel Sam Hartwell,, KickStart International Jesse Yao, Former, Sauces and Frozen Business Unit, Kraft Heinz Mark Steffler,, Legend

4 Usually I m exhausted at the end of a presentation. This time, I m energized!

5 SPEAKERS IN DETAIL Keynote Speakers VIEW ALL SPEAKERS Brett Tromp DISCOVERY HEALTH Peter Kuipers OMNICELL Blake Jorgensen ELECTRONIC ARTS Health and the Technology Finance: Partnering with the Business The Modern In his presentation, Brett will cover the importance of companies invested in a shared value business model. Not focused on the short term profits but the longer term sustainability of all the stakeholders in the business. It will also incorporate case studies on why s should be interested in the Health of their workforce and the work South Africa is doing to incorporate Health reporting into statutory accounts. Peter will discuss how the organization can best partner with the business to invest in new products and maximize long term return for shareholders. Blake Jorgensen, for Electronic Arts (EA), will discuss the importance of being a modern in the digital age.

6 SPEAKERS IN DETAIL Keynote Speakers VIEW ALL SPEAKERS Sam Hartwell KICKSTART INTERNATIONAL Aakif Hasnat GULF UNION FOODS COMPANY Ash Noah VP, External Relations CGMA Emerging Role of The Transformational - From Conformance to Performance As Chief Financial Officer & Treasurer of 250 employee, award-winning social enterprise, Sam manages finance operations across offices in Kenya, Tanzania, Mali, Burkina Faso, Zambia and US to lead financial, treasury and risk management functions as well as budgeting, grants administration, accounting and auditing. Gulf Union Foods is the largest food provider in the Middle East. Aakif will discuss the work he has done to help his company achieve this. Businesses today face a host of intricate challenges. This, combined with increasing regulatory complexity, results in greater demands from the. The Finance function, in turn, needs to rise up to this challenge but needs to transform from being experts in conformance to driving business performance.

7 SPEAKERS IN DETAIL Keynote Speakers VIEW ALL SPEAKERS Laura Hazlett CALIFORNIA COLLEGE OF THE ARTS Rosemarie Rae Associate Vice Chancellor and Chief Financial Officer UC BERKELEY Kimberly Carim SAN FRANCISCO BALLET Effecting Organizational Change through a Strong CIO/ Collaboration The Shifting Financial Model of Public Research Universities A Little Lean Goes a Long Way: SF Ballet s Lean Ops Transformation Laura will provide a model for an effective /CIO relationship and for the /CIO collaboration to drive change in an organization. We will discuss the 's struggles to balance cost discipline with expensive, strategic ambitions, how IT can develop a case to support their ever-evolving agenda, and the importance of a high-functioning IT department for a long-term sustainable business model. Whether in California, Wisconsin, Michigan, or elsewhere, public research universities have been challenged not only by dwindling state support, but also by shifting public opinion and momentous social and economic change. Sustaining UC Berkeley s access and excellence is a growing challenge as student demand for higher education increases; as the need to provide services for a changing, ever more diverse student body climbs; and as the costs associated with maintaining an internationally-ranked, first-tier research university continue to grow. As the financial model of public research universities changes dramatically, institutions like UC Berkeley must diversify their revenue streams and create fiscal self-reliance. Join Kim Ondreck Carim for a glimpse into SF Ballet s work with Lean Operations. You don t have to be a Lean Ops expert to achieve transformational cost savings and efficiencies. Kim will offer insights into how lean principles can be integrated into an organization s culture quickly and cost-effectively, all while yielding greater employee engagement and satisfaction. She will provide a sneak peek into the way SF Ballet has used lean principles and technology tools to reduce administrative costs by 10% through, for example, improved invoice, bank reconciliations and budgeting/forecasting processing.

8 SPEAKERS IN DETAIL Keynote Speakers VIEW ALL SPEAKERS Greg Schulte Corporate Controller INNOCOR Steve Ferguson Former SPARTAN COLLEGE OF AERONAUTICS & TECHNOLOGY Ian Swanson DELICATO FAMILY VINEYARDS Military Leadership in Finance Applying Fortune 500 Knowledge Across Industries The 21st Century Greg Schulte will discuss how his time spent in the military has influenced his financial management. Steve Ferguson has worked in a variety of Fortune 500 companies and will share how the knowledge he gained from these helped him in his new role within education. In Ian's presentation, he will share with you some of the areas of focus that he has been asked to be involved in over the last four years at Delicato, and what skills are required to be successful as the 21st Century.

9 SPEAKERS IN DETAIL Keynote Speakers VIEW ALL SPEAKERS Ken Goldman YAHOO Marjorie Bailey ELDER CARE ALLIANCE Bruce Olster GO GSF MORTGAGES Musings of a Long Time Valley Finding the Right Tools for the Job Providing a Competitive Advantage Ken Goldman will share his experiences as a in Silicon Valley. Ken has over 20 years experience as a and has worked across a variety of Fortune 500 companies. Marjorie has been the of Elder Care Alliance for almost two years now. During this time, she has presented at various conferences on the best tools and systems for streamlining the finance department, particularly in the care industry. As a Chief Financial Officer what tools do you have to provide your company a competitive advantage. How well do you know your companies competitive advantages and weaknesses. Where is your company investing its capital and why? Analyze your competition in the context of their balance sheet versus yours. Using tools learned from case studies and top flight business school professors research, the goal is to turn a from a cost center into a tool of competitive advantage for any company in any industry.

10 SPEAKERS IN DETAIL Keynote Speakers VIEW ALL SPEAKERS Stephanie Plaines WALMART ECOMMERCE/ SAM'S CLUB Jesse Yao Former, Sauces and Frozen Business Unit KRAFT HEINZ Mark Steffler LEGEND Role of - Finance Agility in the Digital Business Transformation Zero-Based Budgeting Supporting Growth Stephanie is a strategic financial leader with 20+ years of diverse Finance expertise, including extensive international experience and across multiple industries including CPG, investment banking/ M&A and a deep understanding of digital and physical retail. Prior to Walmart/ Samsclub, she held multiple senior roles for Ahold NV, one of the largest grocery retailer headquartered in the Netherlands, including VP Global Treasury Finance and Controller, VP & Division Chief Financial Officer for Stop & Shop, and VP Corporate FP&A for Ahold USA. Prior to that Stephanie held leadership roles at PepsiCo both domestically and internationally. She began her career in Investment Banking / M&A Advisory with UBS in Zurich and London. Jesse Yao joined Heinz in 2013 shortly after the company was taken private by 3G Capital and Berkshire Hathaway. While at Heinz and subsequently KraftHeinz, Mr. Yao was intricately involved in the transformation of Heinz into KraftHeinz. This is the bottom line, digital media and technology are evolving at a rapid pace, across a multitude of platforms and the way we consume that content is shifting dramatically. The question we need to be asking ourselves is, how do we as a company, manoeuvre this ever changing market to support our growth and development financially?

11 SPEAKERS IN DETAIL Keynote Speakers VIEW ALL SPEAKERS Sarah Broderick VICE Tim Maly SURVEYMONKEY Alex Castro CEO M CORP Millennials in Finance Bridging the Gap Selecting Successful Initiatives in The Funding Process Vice's growth over the last few year's has been astonishing; and now the finance department has to catch up. Learn how Vice have engaged millenials to further their success. Financial reporting has come a long way over the last decade, but how do you find the right tools for the job? Global studies have confirmed that measuring execution capability is the #1 factor to determining whether a strategic initiative can realize a positive outcome. Removing the biases that cloud the information used by Chief Financial Officers to make decisions about which initiatives to approve is one of the largest strategic advantages available to protect cash and competitive position in the market. This session will provide a structured approach that helps s and finance leaders clearly understand: What causes the gap in execution capabilities; How to quickly measure where each project is in the spectrum of execution capability; Where to include a metric based measure to establish a pool of the most viable projects to choose from; and Identifying vulnerabilities in each initiative to be

12 SPEAKERS IN DETAIL Keynote Speakers VIEW ALL SPEAKERS Ray Landes, Original Programming HBO David Reile Senior Executive Advisor CEB Xerxes Cooper IBM Creating the Conditions for Efficient Growth Redefining the Evolving Chief Financial Officer's Role: First-hand Perspectives Currently the Senior Vice President of Finance overseeing all Financial Strategy & Long Term Planning, Corporate Accounting, and Production Finance group for the Original Programming division at HBO. Specializing in Series, Film, and Miniseries production along with Corporate SEC Reporting and Long Term Planning for the division. Slow revenue growth, rising costs and heightened global changes challenge s to advance cost, capital and business unit performance management practices. Our research shows that now is a critical period to drive shareholder value. During periods of slow revenue growth, leading companies that regularly drive top- and bottom-line progress yield the greatest total shareholder return premium over their industry peers. This presentation will focus on actions that Efficient Growth Leaders take to simultaneously grow the top- and bottom-line across business cycles. IBM Canada Xerxes Cooper, will share insights from IBM's recent Institute of Business Value Global C-suite Study which profiles the perspectives of over 600 s from around the world and from all industries, large and small enterprises. Hear from s in their own voices about how they plan to optimize and leverage their expanding roles as financial influencers, decision makers and change makers to drive enterprise wide business success.

13 SPEAKERS IN DETAIL Speakers VIEW FULL ABSTRACTS Michael Rist VIP PETCARE The Strategic Publishing Panel - Industry Experts Industry Leaders Panel: Where do Finance and Innovation Meet? Namely Exec Senior Namely Representative NAMELY Corporate Strategy & the Senior finance executive with 20+ years of progressive international experience and a record of success within corporate finance for public and privately-held companies and Big 4 public accounting. It is undeniable that the role of the is expanding to include strategic decisions and innovation. Panelists will discuss how they improving their companies' innovation strategies in their role as. Corporate Strategy & the - a look at Namely's perspective on one of the company's decision makers. Oneal Bhambani President/COO FLYWHEEL Finance and Growth Strategy Expert Speaker - Salesforce Strategy Expert SALESFORCE Finance in the Cloud Dan Ruch Founder & CEO ROCKETRIP How to Motivate Responsible Employee Spending Initially represented TCW as board member. In September '14, recruited as and subsequently appointed to President and COO. Founded in 1999, Salesforce is the enterprise cloud computing leader. Salesforce s social and mobile technologies enable companies to transform into customer companies by connecting with their customers, employees, partners and products in entirely new ways. Employee-generated expenses have a significant effect on an organization's budget, but s and controllers lack effective tools for influencing individuals' spending decisions. Nowhere is this more true than with regard to business travel, which accounts for the vast majority of reimbursable expenses.

14 SPEAKERS IN DETAIL Speakers VIEW FULL ABSTRACTS Rich Lodmell GEE AUTOMOTIVE COMPANIES Scott Magids Founder & CEO MOTISTA Ed Jordan BILLTRUST Simplify Planning, Reporting and Analysis Emotional Connection: A Predictive Metric for s Breakout 2: Roundtable Hosted by Billtrust As, Rich is responsible for all aspects of accounting, internal controls and consolidating the financial statements prepared in generally accepted accounting principles. Scott Magids will discuss how s are accelerating growth in their firms by measuring and prioritizing emotional connection. Attendees will learn how emotional connection predicts profitable growth in a range of industries and best practices for measuring emotional connection as a KPI. Ed leads the Finance and Administration functions for Billtrust. His experiences include over 30 years of working as a public and private company. Jacqueline Woods Global Vice President & CMO IBM Chairperson Overview Ms. Woods leads the development of C-suite relationships, specifically between s and CMOs for IBM Global Financing Worldwide.. She also leads, and is an expert at helping companies integrate business and technology priorities across divisions and enterprises to accelerate revenue growth.

15 SCHEDULE AT A GLANCE Schedule Day 1 Day 2 Key 08:00 Registration & Light Breakfast 08:25 Keynote 10:30 Morning Break 08:00 Registration & Light Breakfast 08:30 Keynote 10:30 Morning Break CHECK IN An opportunity to check yourself into the event and meet other leaders in your industry ahead of the day KEYNOTE Listen to actionable case studies largely brought to you by Fortune 500 companies 11:00 Session 12:00 Please choose one of the following two breakout sessions 12:05 Session 11:00 Session 13:00 Lunch 14:00 Session SESSION Listen to actionable case studies largely brought to you by Fortune 500 companies COFFEE BREAK & LUNCH A chance to sit down, network and connect with decision makers within the industry 13:00 Lunch 14:00 Session 15:30 Departure Coffee NETWORKING DRINKS A more relaxed environment in which to engage with all attendees and gain valuable connections 15:30 Afternoon Break 15:30 Afternoon Break 15:30 Afternoon Break 16:00 Session 17:30 Networking Drinks

16 Many of the best in corporate finance are here, speaking honestly

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21 SPONSORS AND PARTNERS Sponsors Exhibitor Media Partner Media Partner Exhibitor For sponsorship & partnership opportunities contact me REQUEST TO SPONSOR

22 WHO ATTENDS OUR EVENTS Who Attends

23 WHO ATTENDS OUR EVENTS Who Attends

24 TICKETS AND PRICING OPTIONS Tickets Buy a group of at least 3 passes to receive up to 25% off Interested in attending? Register online or contact Elliot Jay GROUP PASSES REGISTER ONLINE ejay@theiegroup.com Book your hotel room: Click here to book online for discounted room rates PURCHASE AN ON DEMAND PASS HERE* *Recordings and presentations available subject to speakers consent. Innovation Enterprise reserves the right to add and remove video content

25 REGISTER FOR THE EVENT Register GROUP PASSES REGISTER ONLINE

26 2016 Calendar January Location Expected Attendees Dates Corporate Performance Management Summit Miami 150+ January 27 & 28 March Rising East Summit Boston 220+ March 9 & 10 April Rising Summit Hong Kong Hong Kong 100+ April 14 & 15 June Corporate Performance Management Summit San Diego 110+ June 8 & 9 Rising Summit Singapore Singapore 100+ June 29 & 30 September Risk Management Summit Boston 100+ September 8 & 9 Treasury Management Summit Boston 100+ September 8 & 9 FP&A Innovation Summit Boston 220+ September 8 & 9 Rising Europe Summit London 150+ September 14 & 15 October Rising West Summit San Francisco 220+ October 20 & 21 November Controller Summit Boston 100+ November 30 & December 1 Sponsorship Opportunities Pedro Yiakoumi pyiakoumi@theiegroup.com Delegate Invitations Elliot Jay ejay@theiegroup.com

27 The leading global voice in enterprise innovation Ideas for a new generation of leaders The leading global academy for enterprise innovation Through our key channels - Big Data, Analytics, Strategy, Innovation, Digital, Sports, Finance, & Supply Chain - we connect industry leaders across the business spectrum, from leading Fortune 500 companies to disruptive and exciting new startups, facilitating the sharing of ideas through webinars, articles, white papers, and on-demand video content. Gain access to our extensive business education library on topics that are important to you. Our summits are recorded and given to you on this unique platform, allowing you to gain actionable ideas, delivered by your peers. Our content is available 24 hours a day, 7 days a week. Learn on the train, at your desk or on your sofa. Business Education On Demand. A leadership and management training provider, providing practical training courses. Understanding the challenges of keeping pace in a constantly changing world, our courses are specially crafted to help you succeed in business. We offer workshops, immersive onsite programs & online educational programming delivered by industry experts. VISIT CHANNELS VIEW LIBRARY VISIT ACADEMY