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Attend CFO Magazine’s Corporate Finance Excellence Conference and discover how top-tier CFOs deliver superior performance to their organizations by improving the efficiency and effectiveness of the finance department.
Join CFOs from companies like Intuit and Under Armour and learn how to tackle such critical issues as enterprise risk management and the financial reporting cycle through specific company examples and case studies. Hear how top finance teams have successfully adopted the shared service center model and implemented new technology to improve finance communication and efficiency.
At CFO's Corporate Finance Excellence Conference, you will:
- Discover how CFOs have transformed their finance departments by overhauling their financial reporting process and changing the structure of their finance team
- Hear specific case-study examples that will give you the tools to solve critical finance challenges such as accounts payable cycle time and linking finance to procurement
- Take away best practices in financial reporting and risk management that you can apply to your company right now
- Network with your senior financial executive peers to learn from their experiences in leading change in corporate finance departments
Earn up to 22 CPE credits by attending this conference.
Early bird pricing is now available. Register now and save $500 off the full rate >
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| SUNDAY, JUNE 24, 2012 |
1:30 PM - 2:00 PM
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Pre-Conference Forum Registration
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2:00 PM – 5:30 PM
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PRE1 Optional Preconference Professional Forum
Strengthening Your Personal Brand to Give Your Company and Your Career a Lift
Cindy Kraft, Founder, CFO-Coach.com, a division of Executive Essentials
This high-energy workshop features America’s leading career and personal-brand strategist for chief financial officers and corporate finance executives. Cindy Kraft argues that the highly effective CFO fully understands and practices the principles of personal-brand positioning. She explains how you can do likewise and make a powerful and positive impression on key internal and external stakeholders. In this workshop, you’ll learn how to:
• Boost individual and corporate credibility
• Use authenticity to become a more effective leader
• Leverage the core components of branding
• Exploit the role of social media in brand building
• Create an individualized communication plan for raising visibility
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5:30 PM – 6:30 PM
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Networking Reception
All attendees are invited to join us for the opening welcome reception.
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MONDAY, JUNE 25, 2012
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7:00 AM – 8:00 AM
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Registration and Continental Breakfast
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8:00 AM – 8:15 AM
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Opening Remarks
David Rosenbaum, Senior Editor for Technology, CFO Magazine
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8:15 AM – 9:15 AM
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Leadership and Change Management—Breaking Through Failures
Michael Useem, Professor of Management, Director of the Center for Leadership and Change Management, The Wharton School, University of Pennsylvania
Renowned professor Michael Useem relays a compelling message: true leaders develop the capabilities required for making good and timely decisions in unpredictable and stressful environments, especially in moments when leadership really matters. In this interactive session, Professor Useem will help you explore your own leadership potential.
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| 9:15 AM – 10:00 AM |
Inspiring Finance Teams to Aim for Excellence in an Ever-Changing Environment
Stan Rubin, EVP, CFO, & Chief Risk Officer, Ocean Bank
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With more than 25 years of experience as CFO in the U.S. and around the globe, Stan Rubin has inspired finance teams in a variety of cultural settings to transform organizations, pursue opportunities, and overcome challenges. In this talk, Mr. Rubin explains what he calls the “liberal art” aspects of organizational change, focusing on all the skills required of a leader in an ever-changing environment.
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10:00 AM - 10:45 AM
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Case Study: How to Improve Business Decision Support with a Center of Excellence
Carla Zorn, Director, Finance Transformation Director, Intuit
Considering a shared service center or weighing the risks and benefits of offshoring? Centers of excellence, especially when applied to performance management processes, can help to address the stressors of global competition, fast-moving technology, time-to-market compression, and marketplace dynamics that grow more complex by the day. Hear how Intuit, a pioneer in its sector, is using this strategic approach to finance transformation.
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10:45 AM – 11:15 AM
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Networking and Refreshment Break |
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| 11:15 AM – 12:00 PM |
Case Study: Accounts Payable Innovation to Reduce Cycle Time and the Working Capital Requirement
Daron Whisman, Director of Finance for Supply Chain, Memorial Hermann Healthcare Systems
This case study focuses on the critical accounts payble process. In this presentation, you will learn how one of the nation’s premier hospital groups set out to eliminate multiple touch points in the procure-to-pay process. You’ll gain a granular understanding of the steps involved in scoping the problem, the changes needed, and the clear benefits of AP process automation.
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| 12:00 PM – 12:45 PM |
Value Creation through Enterprise Risk Management
Kristina Narvaez, President & CEO, ERM Strategies
Enterprise risk management (ERM) is a top CFO priority today. Regulators, directors, capital providers, and credit-rating agencies are demanding proof that ERM programs are strong and effective. In this presentation, you’ll hear from a risk management leader and gain a solid grasp of key practices and processes for assessing, quantifying, and managing business risks (known and unknown) that have the potential to derail corporate strategy.
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| 12:45 PM – 1:30 PM |
Networking Luncheon
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| 1:30 PM – 2:15 PM |
Case Study: How New Technologies Boost Finance Productivity
Scott Travasos, CFO & Director of Finance and Operations, Blue Shield of California Foundation
Vendors say you can leverage new technologies to boost both the efficiency and effectiveness of basic finance processes. The promises of new technology such as cloud computing are intriguing, but many finance executives have lingering questions. In this session, you’ll learn from a CFO who has already forged new ground for his organization using cloud computing applications and social media. Attendees will learn what to look for in cloud computing applications and how to best utilize the cloud for improved finance department efficiency. In addition, Mr. Travasos will explore the world of social media and how social enterprise tools, such as Chatter, are helping to make his organization more efficient.
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| 2:15 PM – 2:30 PM |
Proceed to Workshops |
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| 2:30 PM – 4:30 PM |
Track One & Two: Concurrent Executive Education Workshops
Concurrent Executive Education Workshops
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| 4:30 PM – 5:15 PM |
How to Reduce the Time, Risk, and Cost of Financial Reporting
Moderator: David Rosenbaum, Senior Editor for Technology, CFO Magazine
Panelists: Todd Vick, CFO, Superior Global
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CFOs are now under pressure to produce financial data faster in an environment that has no tolerance for errors. What’s more, there is increasing complexity in financial reporting, and CFOs must drive collaboration over multiple teams and departments – often involving multinational groups. Various output formats are now required – hard-copy report, PDF, and XBRL—and they must support multiple uses of data. Pioneering CFOs and controllers are now turning to innovative automation solutions to meet these challenges. In this session, you’ll learn what’s possible.
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| 5:15 PM – 6:45 PM |
Networking Reception
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TUESDAY, JUNE 26, 2012
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| 7:15 AM – 8:55 AM |
Breakfast Roundtables |
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| 8:55 AM – 9:00 AM |
Opening Remarks
David Rosenbaum, Senior Editor for Technology, CFO Magazine
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| 9:00 AM – 10:00 AM |
Keynote: Be an Exceptional Presenter!
Tim Koegel, Author, The Exceptional Presenter
From the White House to boardrooms worldwide, Tim Koegel has strengthened the presentations, media relations, and communication skills of CEOs, CFOs, world leaders, business executives, managers, and sales professionals. He has previously brought CFO event attendees to their feet. Back by popular demand, Mr. Koegel leads this interactive session and shows how the bar has been raised once again in the digital era—and what you can do about it. Copies of Mr. Koegel’s two books, the New York Times and the Wall Street Journal best-seller The Exceptional Presenter, and The Exceptional Presenter Goes Virtual, recently named a Top Five Business Book by the Wall Street Journal and the Washington Post, will be distributed to each attendee.
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| 10:00 AM – 10:45 AM |
Case Study: Leadership and Integration — Redesigning the Procure-to-Pay Process to Link Finance and Procurement
James Copeland, VP Financial Shared Services, BMC Software
If finance and procurement operate as silos, they inhibit true end-to-end visibility and control for the procure-to-pay process. Once silos are linked, the shared-services operation makes leaps in productivity, transforming payment compliance and adding greater value to the business. So what are the best ways to achieve this? Find out from software company BMC. Discussion items include defining roles and responsibilities; refocusing procure-to-pay priorities and migrating more processes to the shared-services center; and managing low-invoice volumes across many countries.
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| 10:45 AM – 11:15 AM |
Refreshment Break |
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| 11:15 AM – 12:00 PM |
Keynote: Increasing Innovation Capacity
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Susan Cramm, Executive Coach and President, Valuedance; former CFO and CIO, CFO.com columnist
Join in a stimulating discussion to explore creative approaches for increasing the capacity for innovation. Recent research indicates that over 95% of executives believe that the demand for IT far outstrips supply and that their companies are under investing in the type of innovation initiatives necessary to secure the future of their companies. During this session, Susan will review the nature and value of “pent up” demand, the impact of various approaches to increase innovation capacity, and the implications regarding the future roles of IT and the rest of the business in managing IT.
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| 12:00 PM – 12:45 PM |
Case Study: Embedding Financial Talent in the Business to Drive High-Impact Decisions
Brad Dickerson, CFO, Under Armour
In this session, you’ll hear how one of America’s hottest brands set out to build excellence in financial analytics and embed strong talent (equipped with state-of-the-art analytical software) to guide operating managers to value-adding choices.
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| 12:45 PM |
Closing Remarks |
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| 1:00 PM – 4:30 PM |
POST2 Optional Post-conference Professional Forum:
Using Financial Process Productivity Metrics to Set Priorities for Finance Improvement
Dr. Stephen G. Timme, President of FinListics Solutions; Adjunct Professor, Georgia Institute of Technology
Companies that consistently deliver competitive returns are organizations that know how to boost business process productivity over time and leverage cash flows with strategy in mind. These winners sport top-line growth that’s more than double that of their competitors. Their profitability is more than 25 % higher; and investment in working capital is 50% less. What are these companies doing differently? Learn how the leaders instill enterprise discipline around cash-flow optimization. Understand how the leaders deploy enabling plans and tools to be successful.
Using a case-study approach and hands-on exercises, this session explores a proven, top-down approach for optimizing cash flow by:
1. Benchmarking key financial metrics and comparing with peer groups
2. Utilizing industry-specific business process maps to link financial-performance gaps to business processes and operational key performance indicators (KPIs), and using these insights to determine which core financial management processes should be targeted right away for improvement
3. Benchmarking operational KPIs to industry median and best performers to
develop estimates of the achievable cash-flow benefits and the impact on executive KPIs like EPS, return on equity, growth, and profitability
4. Developing a road map for change to achieve these benefits
After attending this workshop, you will have a better understanding of a more structured approach to improving financial performance and the role of the CFO. Attendees during the workshop will have the opportunity to apply this top-down approach to their own company.
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| WEDNESDAY, JUNE 27, 2012 |
8:30 AM – 4:00 PM
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POST3 Optional Post-conference Professional Forum:
Excel Power User Boot Camp for Finance Professionals
Mike Alexander, Founder, DataPig
Focus: This one-day workshop for intermediate and advanced Excel users is designed to boost your proficiency in a way that will yield immediate results. Learn advanced skills and concepts, time-saving formulas, and how to use common functions more effectively to increase productivity while gaining better insight into your data.
Location:
Magnolia Hotel Dallas
1401 Commerce St.
Dallas, TX 75201
Hotel is located next to CFO CFE Conference hotel
Earn 8 additional CPE credits by attending this postconference session. An additional fee applies, and preregistration is required.
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