Rising West Summit Explore the Evolving Role of the Strategic

CFO

October 30 & 31, 2014InterContinental Hotel

San Francisco, CA

Keynote Speakers Include..•CFO, Mobile TeleSystems•CFO, Stryker SurgiCount

•CFO, GE Ventures

•CFO, FOX Latin America•CFO, Aetna Active Health

•CFO, GE Ventures•CFO, Johnson Controls GWS

Past Attendee Demographic

•CFO, Pebble•CFO, Walmart eCommerce

•CFO, HCA Physician Services

•CFO, The Weather Company•CFO, McDonald’s Brazil

•CFO, EDP Renewables•CFO, Greatbatch

CFO’s popular Rising West Summit draws an audience of CFO’s and senior Executive finance professionals looking to learn the latest perspectives on the most vital aspects of finance today, including:

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Who Will You Meet?

CFO Publishing has been exploring the evolving role of the CFO, and the challenges they face for over 25 years. The summit will utilise our knowledge and extensive networks to bring together over 250 CFO’s and senior finance professionals for an industry, education driven event.

To cover the broad range of responsibilities a CFO faces, this summit will have a multi track format.

The first track - CFO Innovation - will explore how CFO’s can drive shareholder value and business performance.

The second track - Corporate Financial Technology - will look at how the CFO can utilize the latest technologies

The third track - Compliance and Risk Management - will look at ensuring international compliance and managing the changing risk landscape.

Galagher Jeff is Vice-President and CFO for Walmart’s eCommerce business in the US, the online division of the World’s largest company.   In this role, he leads the finance organization responsible for driving insights, growth strategies, and financial stewardship for Walmart’s fast-growing eCommerce organization.   Prior to taking on his current role, Galagher spent the past 5 years working within Walmart’s US stores business where he led Finance & Strategy teams for the Grocery, General Merchandise, and Small Formats organizations.   Creating Value for Patients and Shareholders Through Innovation

Strategic Finance & The Benefits of Integrated Finance and Strategy

Walmart is has made it a priority to win at the intersection of physical and digital retail.   In this session, Galagher will discuss strategic finance, the benefits of integrating finance and strategy functions to properly vet and launch new ideas in a large organization, and share examples for how an effective finance team can be successful helping cross-functional teams to deliver results.  

Galagher JeffCFOWalmart eCommerce

About The Summit

Confirmed Speaker Information

Presentation Topics Include:

• Financial Leadership & Talent Development• Preparing Finance for the Data Driven Enterprise• Selecting & Implementing the Correct Technologies• Business Partnering• Corporate Venturing and International Expansion• The Digital CFO• Compliance and After Tax Performance& many more...

Expected Attendee Numbers: 200+Expected Exhibitors: 25+Expected Speakers: 30+

Varun LaroyiaCFOThe Weather Company

Varun Laroyia is CFO for the Global Workplace Solutions (GWS) business unit of Johnson Controls. GWS is a $4.5 billion integrated facilities management business with 17,000 employees operating in 75 countries. Prior to the role Varun was corporate controller for   a $15 billion global business unit. His Primary responsibilities included global finance and fp&a, strategic finance (mergers, acquisitions, alliances), global group accounting, process management, finance shared services and finance transformation. Varun also has held leadership positions in the audit function and in EMEA. Prior to Johnson Controls Varun was CFO of Consumer Businesses at Gatway.

From “Bean Counter” to Strategic Advisor: The Changing Role of Today’s CFO

From company spokesperson and talent manager, to risk mitigator and strategic advisor, the job description for today’s CFO goes well beyond baseline financial skills.  The complex and evolving needs of business in the 21st century require finance leaders to possess a more diverse portfolio of experiences, talents and credentials than ever before.   This session will take a closer look at the broader role of the new CFO and how to build the skills necessary for success. 

Dennis Cinelli leads the finance team and is responsible for providing financial oversight while partnering with the leadership team to drive operational performance. He has been with GE for almost 10 years in a series of finance leadership roles and has held positions in both GE's Capital and industrial businesses. His notable experience includes the sale of NBC Universal and international assignments focusing on healthcare. He won a GE Chairman's award while on assignment at NBCU. Dennis holds a Bachelor’s degree in Finance & Entrepreneurship from the University of Maryland in College Park. He recently relocated to the Bay Area and is excited to continue his passion for cooking, travel, and all things Italian.

How Financial Leadership is Helping GE Prepare for the New, Dynamic Digital World

GE Ventures offers venture capital investing, technology licensing and incubation services to promising startups. Their new technologies and practices help GE and its business partners navigate the new digital world that is as uncertain as it is dynamic. Dennis Cinelli will demonstrate how the finance function is helping to drive innovation through GE Ventures.

Dennis CinelliCFOGE Ventures

Alexey Kornya was appointed to the role of Vice President and Chief Financial Officer (CFO) of MTS in June 2010. He served as acting Vice President and Chief Financial Officer of MTS from July 2008 to June 2010. Alexey Kornya has been at MTS since July 2004. He started as the Chief Financial Officer of Macro-region “Ural” and since then served at various positions in the Company. Mr. Kornya served as the Chief Financial Controller from March 2007 to July 2008. Prior to joining MTS, Mr. Kornya worked at PricewaterhouseCoopers, OJSC North-West Telecom, and AIG-Brunswick Capital Management. He graduated from St. Petersburg University of Economics and Finance in 1998.

Alexey KornyaCFOMobile TeleSystems

The Transformation of MTS to Fuel Growth

Russia’s largest telecom firm in Russia and is valued at over $20 billion dollars.   MTS is also moving forward in terms of three network convergence: fixed landlines, broadband data services, and HDTV connections and has also invested in other mobi le commerce opportunities, such as financial service in mobile payment and other travel applications. Learn how Alexey is driving this transformation and investing $3 billion a year in infrastructure to give the enterprise cutting edge capabil it ies, and russians better connectivity.

Mike DinsdaleCFODocuSign

Mike Dinsdale joined DocuSign as chief financial officer in 2010.  He was previously CFO of Lithium, a Software-as-a-Service platform and application suite provider. At Lithium, Mike raised three rounds of equity financing and  responsible for two strategic acquisitions.   Prior to Lithium, Mike was employee #10 of Velocity11, a life sciences technology company, where he was instrumental in setting business strategy and driving revenue growth to $50M. Mike further fueled the growth of Velocity11 by increasing revenue, securing funding, and managing its acquisition by Agilent Technologies in 2007. 

Taking a Young Company Global

DocuSign Chief Financial Officer Mike Dinsdale has experience with multiple hyper-growth startups in   managing the transition of early-stage companies with a few founders to nimble international juggernauts with hundreds of employees and far-flung locations.   In this session, Mike will share what he’s learned about how to move your business across borders quickly and shift your thinking to a less US-centric mindset – including selecting the right people to lead and represent your products and values in unfamiliar markets, and communicating effect ively to keep the whole organization on the right path.

As the CFO at Pact, a $200M US based INGO, Leonard manages the Finance, Accounting, Grants & Contracts and Internal Audit functions for Pact, Inc. and its subsidiaries. Previously, as a Partner at Tatum Partners, Leonard provided financial management support and direction to a range of clients. Before that, he was CFO at the Graduate Management Admission Council and prior to that, CFO for Verizon’s Federal Government LOB. He earned an MBA in Finance and Decision Sciences from Wharton, an MSEE in Computer and Info Systems and a BSE in Computer Science and Engineering from the University of Pennsylvania.

Enterpr ise Risk Assessment at Pact Worldwide

Pact Worldwide has recently implemented a new enterprise risk assessment framework. For the first time, the enterprise is now  able to identify the top seven risks that could inhibit operations and create a strategy to ensure these risks are effectively managed.

Leonard WilliamsCFOPact Worldwide

Robert LaneCFOEmerge Energy Services

Robert Lane joined Emerge Energy Services LP as Chief Financial Officer in November 2012. Prior to his appointment as Emerge Energy’s CFO, he served as an investment banker and equity research analyst covering MLPs and the midstream sector, and has twenty years’ experience in the energy and mining industries.  Mr. Lane is a Certified Public Accountant and a Chartered Financial Analyst. He received his MBA from the University of Pennsylvania’s Wharton School and his Bachelor of Arts degree from Princeton University.

Financial Leadership & Control in a Faced Past Environment

There is nothing that is more important to a company than integrity, and financial integrity is a primary goal of any CFO.  But as companies grow, giving the accounting and finance functions the tools they need to succeed with the rest of the organization can be a game of catch up.   Emerge Energy Services, the best-performing IPO of 2013, has a team that is fully engaged to make sure that the A&F function keeps up with the rest of the company and gives them, creditors and investors the right information in a timely manner.

Robert Williams is an outstanding change agent with a proven track record of driving large-scale commercial initiatives across leading Financial Services and Healthcare organizations. He is a seasoned Finance executive with experience in all aspects of financial management – strategic planning, reporting, M&A, and CFO responsibilities. He is CFO of Aetna Active Health Management and is responsible for strategy, pricing and financial management of this division. Prior to this role Robert was director of Business Intelligence at Barclays and Robert also has leadership experience at American Express & Safeway.

Robert WilliamsCFO, Provider SolutionsAetna

Profitability and Transformation through Analytics

Traditional levers for cost cutting such as strategic sourcing and demand management are relatively easy to implement without impacting customer experience.  However, a majority of transformation actions (e.g. offshore servicing, process automation, product reengineering, utilization improvement), the key question to be answered is – “By reducing costs today, am I impacting customer experience?”Often, the CFO has to take the word of the product/marketing teams for granted that certain cost cutting actions will negatively impact customer experience.At AHM, we are on the path to rigorously measuring the impact of every action we take on clinical outcomes and customer engagement – thus truly identifying opportunities to reduce cost without impacting customer experience and our core value.

Ivan Zarur is the CFO Mc Donald´s Brazil at Arcos Dourados Comércio de Alimento. He has recognized leadership in FP&A, cash management, investments, project finance, capex funding, tax and control. Ivan is a trained   Engineer with extension in Business and Finance at Fundação Getulio Vargas and at Business Strategy at the University of Cambridge, Zarur also holds an Executive MBA degree at IBMEC, Rio de Janeiro, Brazil, and has performed important financial roles at tier 1 companies in Brazil and Latin America over the past 28 years. From Business Planning and Control through Finance and Treasury in companies like Shell Oil, American Home Products, Vivo Telecom among others.

Steering the Business around Macro-Economic Trends

Brazi’s economy has faced hyperinflation and several failed economic plans. Now, the country has 40 million consumers reaching middle class status and increasing infrastructure spending. Brazil’s low unemployment rates coupled with large oil reserves make the country a key emerging market and one of the top destinations for investment, and the country has recently enjoyed a long history of job creation, income distribution and internal consumption that enabled the country to effectively manage the 2008/2009 economic crisis. With all these changes, doing business in Brazil requires a very strong knowledge of the economic environment a s w e l l a s a c l e a r c h a n n e l o f communication with the customers.

Ivan ZarurCFOMcDonald’s Brazil

Michael Dinkins currently holds the position of Executive Vice President and Chief Financial Officer at Greatbatch, Inc.  Prior to joining Greatbatch, he served on the Greatbatch board of directors as well as two other company’s boards. Michael has held the position of Chief Financial Officer and/or CEO of three additional publicly traded companies and held several senior financial positions at General Electric.  Michael graduated with honors from GE’s Financial Management Program and from Michigan State University with a BS in Financial Administration.

Michael DinkinsCFOGreatbatch

Identifying Early Execution Points

Our challenge, for a sustainable high-performance company, is to monitor a suitable set of early warning indicators and get things done globally, with high integrity, while working through ambiguous conditions and untimely information. This presentation sets out to identify the indicators that should be monitored in the cash to cash business cycle and how to make connections among diverse information and ideas to generate the actionable items that will deliver the committed results. In addition, and most importantly, the presentation will give insight on how to mobilize individuals and teams to achieve planned results.

Gary RothCFOUnited Capital

Mr. Roth is responsible for execution of the company's business plan and for coordination among the key operational functions of the company. He serves on the Executive Committee and on the board of directors of UCFA. Prior to joining United Capital, Mr. Roth was a co-founder and senior executive of AssureNet Ltd., a leading Internet application service provider for the insurance and financial services industries. Mr. Roth spent more than seven years at AssureNet, in leadership positions in marketing, sales, operations, corporate development and capital formation. Prior to that, Mr. Roth spent two years managing the brokerage and bank business channels for E-Z Data, Inc., a major provider of contact management and practice management solutions for financial services professionals.

Adopting CRM & Field Financial Reporting to Collaborative Finance

You are a fast growing company with client-facing (sales) offices around the country who generate new business activity with hundreds of clients and prospects every day.   How do you capture new financial information in real-time, give executives dashboard-level visibility into current performance and share reports back to your distributed sales teams without disrupting the data quality of your general ledger system?   Learn how United Capital leveraged cloud-based CRM technology alongside its traditional accounting system to grow from startup to one of the nation’s largest independent Wealth Counseling firms in just a few short years.

Bernardo Goarmon is the Executive Vice President Finance / CFO for EDP Renewables North America (previously known as Horizon Wind Energy).   Bernardo has 15 years of experience in the energy, automotive and financial services industries. In 2008 he joined EDP Renewables serving in the corporate office in Madrid, primarily leading the Corporate Financial Planning, Tax Planning and Consolidation departments. Prior to that, Bernardo held a variety of finance assignments, most notably at Constellation Energy (and Unistar - a JV with EdF for construction of Nuke) and BMW Group (incl. BMW Financial Services). 

Management of Risk as a Core Competence at EDP Renewables

How Risk management is an integral part of EDPR’s DNA and approach to growth, constituting one of the 3 pillars of EDPR’s Strategy. Review and discuss importance and consequences (and constrains) of having a disciplined approach to the Risk practice, namely when: i. evaluating growth opportunities; ii. international expansion; iii. operating our existing 8.6GW fleet. Use of a comprehensive approach to Risk Management as a key input support ing top management decision making (on its diverse financial, risk and operational aspects). Identification of the set of risks that are actively managed by EDPR.

Bernardo GoarmonCFOEDP Renewables North America

Marin TchakarovCFOPebble

Marin Tchakarov is the chief financial officer for Pebble Technology, the company behind the Pebble watch, a smartwatch for iPhone and Android. He has spent more than twenty years working in global public, private and startup organizations and has experience in SEC reporting, mergers and acqu is i t ions , and venture cap i ta l fundraising.   Prior to joining Pebble, Marin was the head of finance at Jawbone, where he was in charge of the accounting and administration, finance and legal organizations. Before that, he was corporate controller forLinden Lab (maker of Second Life) and previously held finance leadership roles at SMART Modular and Oracle. Marin holds a BS in Accounting and Finance from Towson University.

The Challenges of Being a CFO in a Start Up

Today’s CFO has to wear many different hats in the dynamic world of rapidly evolving startups and industry disruptors. It’s no longer just about crunching numbers in the back office. Besides the traditional day-to-day functions such as accounting, FP&A, treasury and administration, an effective CFO also has to be able to understand most aspects of the business at an operational level. This involves many different facets of a company, from supply chain and channel, to marketing, brand and product lifecycle management, among others.   In this session, you’ll hear from Pebble’s CFO, Marin Tchakarov, on the evolving functions of today’s CFO and some of the challenges they face in the startup environment. He’ll also provide practical guidance, backed by real examples, that show how CFOs can work through these challenges to achieve greater efficiencies in their role.

Dana Goodman is the CFO, VP Finance and Administration with California Olive Ranch, Inc. She has over 20 years of experience in finance, FP&A, accounting, strategy and M&A. Ms. Goodman is a key member of the executive leadership team focusing on measuring and driving results for the organization. Previously, Ms. Goodman served in corporate and regional leadership roles with Combs Produce, Dean Foods, Roofing Supply Group, Del Monte Fresh Produce and Standard Fruit and Vegetable. Ms. Goodman specializes in working with companies to develop and execute strategic plans for their finance and administrative organizations during times of transition and growth.

Dana GoodmanCFOCalifornia Olive Ranch

Driving the Transition from Start Up to Growth Company

At COR we started both a company and a new industry in California. Today, our focus has changed from the challenges of a start up to those of a growth company. As we navigate this transition, we have learned it is not only about data and analysis, but also about culture, shifting priorities and expectations. As a CFO charged with Finance, IT and HR, I will address how our team supports this transition. I will discuss our strategy to improve visibility and flexibility in the organization using monthly forecasts and technology, as well as our approach to focus the business through reporting, functional analysis and strategic HR. 

Vinay Mehra leads WGBH's financial administration and strategy, assuring that the organization's accounting, budget, and physical plant systems and operations support and enhance WGBH's educational mission. He joined WGBH in 2008 after more than 15 years in senior financial management roles as CFO and Vice President of Finance at both publicly traded and privately held companies, including a Boston-area franchise management company, the Pittsburgh-based media technology company Mediasite Inc., and the San Jose technology company Selectica. Mehra began his career at PricewaterhouseCoopers, serving clients in the media, technology, and service industries.

Implementing Strategic ERM at the City of Calabasas

As global markets widen, Enterprise Risk Management is increasingly important to 21st century business. Benefits include maximizing use of resources, reduction of system shocks and irritants that choke corporate profitability, and promotion of growth improvement while providing strong reassurance to stakeholders. Today businesses face pressure from the Securities & Exchange Commission (SEC), regulatory agencies, and credit rating firms to implement ERM for superior overall performance. However, an absence of tangible evidence that ERM has bottom-line benefit leaves companies reticent to put into action this important oversight process. Dr. Lysik's discussion explores ERM benefits and provides a general frame-work for implementation.

David Brown is the Chief Compliance Officer at WGBH.  Prior to that, he worked as an attorney and compliance officer at Goldman Sachs, and as the head of the New York Attorney General's securities bureau.   He graduated from Harvard College and Harvard Law School

Vinay MehraCFOWGBH

Gary LysikCFOCity of Calabasas

David BrownChief Compliance OfficerWGBH

Ensuring Effective Compliance in a Shifting Regulatory Environment

Regulations may change, but the basic elements of good compliance do not.  This presentation outlines the elements of an effectively operating compliance program, which derive from the Federal Sentencing Guidelines.  These criteria embody broad principles, but do not offer precise details for implementation.   In the presentation, we will hand out a 1 page "cheat  sheet" to summarize the federal guidance and share practical implementation best practices, lessons learned and tips to consider to help you prepare for regulatory inquiries.

Dr. Gary Lysik has been the Chief Financial Officer for the City of Calabasas since December 2003. In this position he provides leadership to the Finance Department and supports all aspects of business related to City finance. Prior to joining the City, Gary was employed by the Mountains Recreation and Conservation Authority as the Director of Finance. Dr. Lysik has served as the Vice-President of Finance at Reinstatement Services, Inc., and the Director of Financial Systems for Edison Security, a subsidiary of Edison International. Prior to his work with Edison, Gary served Northrop-Grumman Corporation as a manager in the Program Office and Finance Department. He serves on several boards.

CFO Rising West SummitDate: October 30 & 31 2014Location: The InterContinental Hotel, 888 Howard Street, San Francisco, CA 94103Accommodation Rates: $329 Per Night (Excluding Taxes)Accommodation Hotline: +1-866-781-2364Accommodation Link: CFO Rising Accommodation.

For 1 day passes, larger groups or special requests contact Meera Raikundalia by calling +1 415 800 4713 or email meeraraikundalia@cfo.com* Team discounts are applicable at the point of registration only.

Ways to Register

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

Group Discount Offers3 Silver Passes: $3300 ($1100 per attendee)5 Silver Passes: $4750 ($950 per attendee)3 Gold Passes: $4200 ($1400 per attendee)5 Gold Passes: $6250 ($1250 per attendee)3 Diamond Passes: $4800 ($1600 per attendee)5 Diamond Passes: $7250 ($1450 per attendee)

ht TI L

Silver Pass

$1595Access to all sessions.

7 days access to presentations from the

summit via ieOnDemand

$1395Early Bird Price

(before August 29)

Diamond Pass

$2095Access to all sessions, networking events, annual subscription to all

content on the Finance & CFO channels via ieOnDemand

$1895Early Bird Price

(before August 29)

Gold Pass

$1895Access to all sessions, networking

events & unlimited access to presentations from the summit via

ieOnDemand

$1695Early Bird Price

(before August 29)

1 Day Pass

$695Full 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

$600Unlimited access to presentations from the summit via ieOnDemand

including presentations, interviews & the ability to contact speakers

Access to IE.membership siteto view the event

materials

The Information

Registration Pricing

NAME OF EACH ATTENDEE

TITLE OF EACH ATTENDEE DEPARTMENT

COMPANY INDUSTRY

ADDRESS CITY

STATE/PROVINCE ZIP/POSTAL CODE COUNTRY

EMAIL OF EACH ATTENDEE BUSINESS PHONE NUMBER

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Places are transferable without any charge to another Summit occurring within 12 months of the original purchase. 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 September 29, 2014 incur an administrative charge of 50%. If you cancel your registration after September 29, 2014 you will be charged the full fee. You must notify CFO Publishing in writing of a cancellation, or you will be charged the full fee. CFO Publishing reserve the right to make changes to the program without notice. NB: FULL PAYMENT MUST BE RECEIVED BEFORE THE EVENT.

Registration FormCFO Rising West SummitOctober 30 & 31, 2014 | San Francisco | CAFor registration or more information on the program, please call Pedro on +1 415 992 5658, or fax this registration form to +1 (323) 446 7673

3. Payment Options...

Early Bird Pass Options until August 29, 2014 Early Bird Silver: $1395 Attendees ____ Early Bird Gold: $1695 Attendees ____ Early Bird Diamond: $1895 Attendees ____

Regular Pass Options after August 29, 2014 Silver Pass: $1595 Attendees ____ Gold Pass: $1895 Attendees ____ Diamond Pass: $2095 Attendees ____

Group Discount Pass Options 3 Silver Passes $3300 ($1100 per attendee) 5 Silver Passes $4750 ($950 per attendee) 3 Gold Passes $4200 ($1400 per attendee) 5 Gold Passes $6250 ($1250 per attendee) 3 Diamond Passes $4800 ($1600 per attendee) 5 Diamond Passes $7250 ($1450 per attendee)

For larger groups or special requests contact Meera Raikundalia by calling +1 415 800 4713 or email meeraraikundalia@cfo.comGroup passes only available when all participants register together.

Pass Descriptions:Silver Pass: Access to CFO sessions & networking events. 7 days access to ieOnDemandGold Pass: Access to CFO sessions, networking events & unlimited access to ieOnDemandDiamond Pass: Access to CFO sessions, networking events, annual subscription to all content on the CFO & Finance channels via ieOnDemand

Schedule October 30

Networking Drinks 17.30 - 19.00

Session 1 : Keynote Presentations 08.30 - 10.45

Coffee Break 10.45 - 11.15

Lunch 13.00 - 14.00

Coffee Break 16.00 - 16.30

Day One 08.30

10.45

11.15

13.00

14.00

16.00

16.30

17.30

19.00

Track 1: CFO Innovation Track 2: Corp Finance Tech

Session 4:

CFO Innovation

Track 3: Compliance & Risk

Session 2 : WorkShops 11:15 - 13:1012.00

Session 4: Risk Management

Session 4:

Corp Finance Tech

Session 5:

CFO Innovation

Session 5:

Risk Management

Session 5:

Corp Finance Tech

Schedule October 31

Session 1 : Keynote Presentations 08.30 - 10.00

Lunch 13.10 - 14.10

Departure Coffee 16.30

Day Two08.30

10.45

11.15

13.00

14.00

16.30

Track 1: CFO Innovation Track 2: Corp Finance Tech

Session 5:

CFO Innovation

Track 3: Compliance & Risk

12.00

Session 5: Risk Management

Session 5:

Corp Finance Tech

Session 2 : Workshops & Roundtable Sessions 11:35-1.10

For sponsorship information contact Patrick at: patricklewis@cfo.com

Sponsorship

Sponsors Include:

Sponsorship packages range in price and are customizable to your goals.

Options can include:

• Keynote presentation to the entire audience• Roundtable sponsorships• Workshop sponsorships or case study presentations• Event exhibit space

Platinum Sponsor Gold Sponsor

Silver SponsorSilver Sponsor Silver Sponsor

Gold Sponsor

For sponsorship information contact Patrick at: patricklewis@cfo.com

Sponsors Include:

Workshop Sponsor Workshop Sponsor Workshop Sponsor

Workshop SponsorWorkshop Sponsor

Silver Sponsor Bronze Sponsor Workshop Sponsor

Workshop Sponsor

For sponsorship information contact Patrick at: patricklewis@cfo.com

Sponsors Include:

Workshop Sponsor Workshop Sponsor

Roundtable Sponsor

Roundtable Sponsor

Roundtable Sponsor Exhibitor

Exhibitor Exhibitor

Partnership Opportunities: Patrick Lewis | plewis@theiegroup.com | +1 (415) 992 7632Attendee Invitation: Sean Foreman | sforeman@theiegroup.com | +1 415 692 5514

2015 CalendarCFOconferences

AprilFP&A for High TechSummitApril 8 & 9, San Francisco

FP&A Innovation Summit April 8 & 9, London

CFO Rising AustraliaApril 22 & 23, Australia

FP&A Innovation Summit April 23 & 24, Hong Kong

FebruaryFP&A Innovation Summit February 19 & 20, San Diego

Treasury Management SummitFebruary 19 & 20, San Diego

OctoberCFO Rising WestOctober 21 & 22, San Francisco

FP&A Innovation Summit October 21 & 22, Shanghai

SeptemberFinance Transformation Summit September 9, Boston

FP&A Innovation Summit September 9 & 10, Boston

Treasury Management SummitSeptember 9 & 10, Boston

MayForecasting & Planning for Pharma & Biotech SummitMay 13 & 14, Philadelphia

CPG Forecasting & Planning SummitMay 20 & 21, Chicago

JanuaryCorporate Performance ManagementJanuary, 28 & 29, New York

JunePayments Innovation SummitJune 10 & 11, San Francisco

Corporate Performance Management WestJune 17 & 18, San Diego

Retail Forecasting & Planning Summit June 17 & 18, Chicago

FP&A Innovation Summit June 24 & 25, Singapore

MarchCFO Rising EastMarch 11 & 12, Miami

CFO InnovationMarch 11 & 12, Miami

Corporate Finance TechMarch 11 & 12, Miami

DecemberController SummitDecember 3 & 4, Boston

NovemberBig Data For FinanceNovember 18 & 19, Boston

CFO Playbook for Private CompaniesNovember 18 & 19, Miami

September Continued

Risk Management Summit September 9 & 10, Boston

Compliance & Regulation Summit September 9 & 10, Boston

CFO Rising EuropeSeptember 16 & 17, London

Retail

Expected Attendees

High Tech

CXO

Pharma & Biotech Healthcare

Consumer GoodsCFO

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