2015 Chief Financial Officer Leadership Forum: (San Francisco)

WEDNESDAY, MARCH 4, 2015

AgENDA

2015 Chief Financial Officer Leadership Forum (San Francisco)

Wednesday, March 4, 20157:45am – 5:25pm

7:45am – 8:45am

Breakfast

8:45am – 8:50am

Argyle Executive Forum Opening Remarks

8:50am – 9:30am

Fireside Chat

“The CFO as Digital Change Agent”

CFOs have always been the stewards of corporate value, but are now being tasked with a new role: driving digitally-enabled business models that leverage intangible assets — customer and talent networks, intellectual property, and the wisdom of crowds -- to co-create new products and services. But how can business leaders harness data insights from these new business models in a meaningful way with real metrics that will drive high performance? In this exclusive fireside chat session, Oracle Vice Chairman Jeff Henley and Commune Hotels CFO Steven Miano will draw upon real-life examples of how leveraging cloud-based financial and performance management applications will help CFOs and their line of business partners to create new, technology-driven business models that will empower their organizations to thrive in today’s fast-paced global economy.

Moderator:Karen dela TorreVice President, Applications Business GroupOracle

Fireside Chat Participants:Jeff HenleyVice ChairmanOracle

Stephen MianoChief Financial OfficerCommune Hotels & Resorts

*Please note, this session is off the record.

AgENDA

9:30am – 9:55am

Coffee Break

9:55am – 10:15am

Thought Leadership Spotlight Presented by Host Analytics

“Uniting Financial and Operational Planning for Alignment and Agility”

While Finance teams typically track annual, quarterly, and sometimes monthly plans, most operational functions are revising departmental plans on a weekly basis. Your marketing department may be seeing softness or surges in new leads that could accelerate next quarter’s results. Your Sales team may be expecting a few sales reps to significantly outperform and generate an outsized commission expense. But in many cases, none of these frequent, operational business changes are reflected in the corporate plan or integrated with the finance team’s view of the business. Departmental “Ops” staff grind away in spreadsheets, disconnected from finance, and actionable issues often don’t surface until after quarterly close. Learn how organizations like yours are tying operational planning processes back to the office of finance to drive better organizational alignment and achieve greater agility to succeed in dynamic markets.

Dave KelloggCEOHost Analytics

10:20am – 10:25am

“Introducing the ‘The Strategic CFO’:”

Glenn JohnsonUS Business Development ManagerISC2

AgENDA

10:25am – 11:15am

Panel Discussion

“The Strategic CFO”

Session topics include, but are not limited to:

• How has your role evolved over the past few years? Has your role become more strategic and central to the direc tion and growth of the company?

• What are some of the key technology trends CFOs are exploring? How are CFOs leading the charge to leverage technology in order to drive cost cutting and organizational productivity?

• How can the cloud help revolutionize the business in terms of increasing efficiency?• In addition to ease of implementation, cost, and adoption, what are the key factors you’re

evaluating while considering the shift to the cloud? How can security concerns be mitigated?• What are the opportunities and risks surrounding an investment into the cloud?• What are some best practices for developing the relationship between finance and other C-suite

executives?• Bridging the gap between finance and technology: How is the relationship between the CFO and

the CIO changing?• What new skills should the CFO learn to gain the strategic edge?• How are you transforming data into value to drive performance and growth for the company?

Moderator:Julie SilverChief Financial OfficerFIJI Water

Panelists:Ron ChuVice President, Chief Accounting OfficerToyota Financial Services

Galagher JeffVice President and Chief Financial OfficerWalmart US eCommerce

Gregory SasakiVP of Finance & Corporate ServicesNikon

Mark VerbeckCFOAria Systems

Joseph WilkinsonChief Financial Officer and VP of Operations – Taiyo Yuden (U.S.A.) Inc.Deputy GM US/Europe – Taiyo Yuden Co. Ltd.@jtaw01

AgENDA

11:20am – 11:40am

Thought Leadership Spotlight Presented by SAP

“Simplifying finance in an increasingly complex world”

Finance transformation has been a hot topic for the last couple of years. Finance organizations are well aware that the time for transformation is NOW. Market complexity and volatility, the need to create greater business value, and ever present cost and compliance pressures are driving finance executives to change. Innovation in technology – Big Data, Cloud, and the mobile, collaborative work style of the Millennial workforce, the rise of business networks (or implications of the networked economy) to name a few – demand a fast re-thinking of what constitutes a successful finance business model.

In his address, Thack Brown will share SAP’s vision of building the modern finance department. Thack will look at the challenges and opportunities CFOs face today – and how SAP Simple Finance offers the agility and capabilities needed to address them. Thack’s session is a must for finance leaders looking for a simplified way to do business.

Thack BrownSVP, GM, Global Head LoB FinanceSAP

11:40am – 11:55am

Coffee Break

11:55am – 12:00pm

“Introducing the ‘Leadership Speaks: Managing Enterprise Risk’:”

Kevin BarryExecutive Vice President, Stock Plan ServicesFidelity Investments

AgENDA

12:00pm – 12:50pm

Panel Discussion

“Leadership Speaks: Managing Enterprise Risk”

Session topics include, but are not limited to:

• A look at how the role of the CFO has evolved and how risk fits into that transformation • What are the top issues CFOs are focusing on to minimize risk? • Specifically, how has the modern digital landscape impacted the CFO’s risk priorities?• What teams/key executives are CFOs collaborating with closely to minimize risk?• Succession planning and streamlining any changes in leadership that may occur• How does employee engagement play into risk management?• How are you incentivizing and engaging employees to increase productivity and drive overall orga-

nizational behavior?

Moderator:Manan RawalSVP-CCAR & Stress Testing, Head of Scenarios & ModelingHSBC@MananRawal1

Panelists: Scott BroomfieldChief Marketing OfficerXactly Corp.

Jennifer CabalquintoChief Financial OfficerGolden State Warriors

Mark NittlerVP Enterprise StrategyWorkday

Brian ParisiSenior Vice President, FinanceLive Nation Entertainment/Insomniac

Liyuan WooChief Financial OfficerBebe Stores@bebemswoo

*Please note, this session is off the record.

AgENDA

12:55pm – 1:15pm

Thought Leadership Spotlight Presented by Regus

“Managing Rapid Growth From Top to Bottom”

Managing rapid growth has its rewards and its challenges. Regus has grown significantly in the last few years, growing from 918 locations in 2007 to more than 2,000 locations today in 100 countries. Additionally, in recent years, Regus has taken steps to improve efficiencies in its business, to better serve its customers while at the same time allowing its business to scale more profitability.

Mike Osburn, CFO of Regus North America, will share lessons learned from this aggressive growth period for Regus.• Organizational & Planning Observations • Gaining conviction on your growth plan and following it • Aligning your incentive structures appropriately • Being smart and flexible when you need to be • Monitoring performance of your leadership team as growth increases• Market and Deal Observations • Translating historical assumptions to higher-growth environments • Dealing with risk of self-cannibalization • Tailoring your deal structure according to your target market• Performance Observations • Focusing on leading indicators that maximize chances for success • Managing the whole business• Cost Management Observations • (Yes, even in rapid-growth mode) • Offshoring Finance / Accounting functions • Managing overheads

Michael OsburnCFO, North AmericaRegus

1:15pm – 2:15pm

Lunch

AgENDA

2:15pm – 2:35pm

Thought Leadership Spotlight Presented by Aria

“Getting Recurring Revenue Models Past “Go”

Recurring revenue has gained favor on Wall Street and buzz in the financial wing because of its ability to help companies exceed forecast and accelerate their growth. But getting to recurring revenue Nirvana can often stall without the right systems in place. Aria Systems VP of Customer Success, Jim Alexander, showcases examples of Aria clients who have faced the fork in the road and leveraged their systems to take the guess work out of their corporate growth plans, exceed forecasts while maximizing customer retention lifetime value.

Jim AlexanderVP of Customer SuccessAria Systems

2:40pm – 2:45pm

Introducing Sumeet Kapoor:

Ron MifsudEnterprise Account ExecutiveFinancialForce.com@ronmif

2:45pm – 3:20pm

“EPS enhancement through partnership between Finance and HR”

This talk will cover real life stories in which Finance and HR have successfully collaborated to enhance Earnings per Share (EPS) and create value for the shareholders. These stories would revolve around alignment between corporate strategy and leadership and operating model and organizational structure. The author would also highlight some of the critical gaps that exist in the present M&A due diligence processes. The author would conclude the talk by sharing his experiences in setting up Human Capital Analytics functions that have enhanced corporate efficiencies.

Sumeet KapoorSenior Vice President, HR Strategy, Systems and AnalyticsHuntington Bank

3:20pm – 3:40pm

Coffee Break

AgENDA

3:40pm – 4:20pm

Fireside Chat

Moderator:Rosemarie RaeAssociate Vice Chancellor, Chief Financial OfficerUC Berkeley

Perspectives by:Kenneth GoldmanChief Financial OfficerYahoo@kgoldman5

John ShrewsberryChief Financial Officer, Senior Executive Vice PresidentWells Fargo

*Please note, this session is off the record.

4:20pm – 4:25pm

Argyle Executive Forum Closing Remarks

4:25pm – 5:25pm

Closing Reception

__________________________________________________________________________________

*Please note, the agenda is subject to change.

The information, views, and opinions expressed by speakers and other participants at our conferences are those of the individual and do not necessarily reflect the views and opinions of Argyle Executive Forum.

Argyle Executive Forum, its directors and officers, do not guarantee that any information provided by a speaker or other participant is accurate or complete and Argyle Executive Forum does not endorse any opinions that may be presented.

ADMiNiStRAtivE NotES

SecurityPlease wear your name badge at all times during the meeting.Please do not leave your personal belongings unattended in the meeting rooms.Argyle Executive Forum will not be responsible for items left in the rooms.

Mobile DevicesPlease do not allow any mobile device to disrupt the meeting while in session.All devices should be on silent mode.

ConversationPlease use areas outside of the ballroom to converse when the meeting is in session.

SmokingPlease note that smoking is not permitted in the meeting venue.

The content of this program and the attendee list remain the sole property of Argyle Executive Forum and may not be rented, sold, or given to any outside party or used to market or promote any other meeting. Any such unauthorized distribution represents theft of property for which Argyle Executive Forum will pursue any and all appropriate legal remedies.

Speaker Materials are available upon request, pending availability.

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Speaking FaCuLty

“The CFO as Digital Change Agent”

karen dela torreVice president, applications Business groupOracle

Karen dela Torre leads a team of global product marketers and solution specialists for Oracle’s ERP applications. In this role, she is responsible for developing go-to-market strategies for Oracle’s ERP Cloud, E-Business Suite, and PeopleSoft applications. She is also responsible for developing thought leadership content on the evolving role of the CFO and how technology can enable finance to be a more strategic partner to the business.

For the past 15 years, Karen has designed and marketed solutions to help organizations improve their finance and operations. Karen holds an MBA from the University of California, Berkeley and graduated Phi Beta Kappa from Santa Clara University.

Jeff HenleyVice ChairmanOracle

Jeffrey O. Henley is Vice Chairman of Oracle Corporation.

Henley was Oracle’s Chief Financial Officer and an Executive Vice President from March 1991 to July 2004, and he has been a member of Oracle’s Board of Directors since June 1995. He was Chairman of Oracle from January 2004 until September 2014. He also serves on Oracle’s Executive Management Committee.

Prior to joining Oracle in 1991, Henley served as Executive Vice President and Chief Financial Officer at Pacific Holding Company, a privately held company with diversified interests in manufacturing and real estate, and as Executive Vice President and Chief Financial Officer at Saga Corporation, a multibillion-dollar food service company. He also served as Director of Finance at Memorex Corporation in its large storage division, and as Controller of International Operations at Fairchild Camera and Instrument Corporation.

Henley is a member of the Board of Governors for the Boys and Girls Clubs of America and serves on both the Chancellor’s Advisory Council and the International Advisory Council of the Engineering College for the University of California at Santa Barbara. He is also a member of the Board of Directors of Digital Consumer Solutions Inc., which operates a digital-out-of home signage network for retail advertisers, and serves on the Advisory Board of InTouch Technologies, a provider of remote presence solutions for healthcare providers.

Henley has a BA in economics from the University of California at Santa Barbara and an MBA in finance from UCLA. In 2004, he received the UCLA Anderson School’s Outstanding Alumnus award.

Speaking FaCuLty

Stephen MianoChief Financial OfficerCommune Hotels & Resorts

Stephen is a twenty-five year veteran of the hospitality industry. His current role is Chief Financial Officer of Commune Hotels and Resorts, a leading hospitality management company of lifestyle hotels located in San Francisco. Prior to joining Commune, he held senior financial leadership roles with Rosewood Hotels and Resorts and Four Seasons Hotels and Resorts. Beginning his hotel career in the kitchen as a cook, he has remained focused on the employee experience and improving operations efficiency to deliver optimal financial performance. Stephen received his master’s degree in accounting and information systems from the University of Texas at Dallas, his bachelor’s degree from Cornell University, and is a certified public accountant.

*Please note, this session is off the record.

“Uniting Financial and Operational Planning for Alignment and Agility”

Dave kelloggCEoHost analytics

Dave Kellogg has more than 20 years of leadership experience at high-growth companies.

His experience includes being CEO of MarkLogic, CMO of Business Objects, and member of the Aster Data Board of Directors. Dave also served in advisory roles to MongoDB developer 10gen, Hadapt, and Tableau Software.

Prior to joining Host Analytics as CEO, Dave served as senior vice president and general manager for Service Cloud at salesforce.com, overseeing one of the company’s fastest growing businesses. Previously, he spent six years as CEO at MarkLogic, growing the company from zero in revenues to an $80M run-rate. Before that, Dave led Marketing at Business Objects for nearly a decade as the company grew from 250 to over 4,500 people and from $30M to over $1B in annual revenues.

A recognized industry thought leader on topics ranging from venture capital and Silicon Valley culture to cloud, big data, and social enterprise technologies, Kellogg authored a highly regarded blog for five years and remains active on Twitter @Kellblog.

Speaking FaCuLty

“Introducing the ‘The Strategic CFO’:”

glenn JohnsonuS Business Development ManageriSC2

Glenn Johnson has been with (ISC)2 since 2008 starting out as a Certification Consultant and was instrumental in the launching the CSSLP (Application Security) Certification and Courseware for public consumption. Glenn is a Co-Author of The Software Assurance Competency Model, a paper produced for the DHS Software Assurance Forum, which defines the roles in a secure software development lifecycle. He is a member of the (ISC)2 Application Security Advisory Council where he works with industry leaders promoting secure development practices, supply chain security, and overall systems and software security best practices.

“Simplifying finance in an increasingly complex world”

thack BrownSVp, gM, global Head LoB FinanceSAP

Thack Brown is General Manager and Global Head for SAP’s Line of Business Finance. In this capacity, he is responsible for the full suite of SAPs solutions for the Office of the CFO. SAP has the market’s most robust portfolio of solutions for finance professionals, covering all the major financial process, including: Financial Planning and Analysis, Managerial and Statutory Accounting, Treasury, Risk and Compliance and core finance operations such as Shared Services, Real Estate, Travel and Expense Reimbursement, Accounts Payable and Accounts Receivable, etc.

Thack has held several roles at SAP, most recently as the Head of Consulting Services for the US. In this role, he was responsible for the Sales and Delivery teams managing the implementation, adoption and value realization of SAP’s products. His teams’ responsibilities include the full range of SAP’s product portfolio, from more traditional solutions such as ERP and Business Analytics, to the innovative Mobility, Cloud and In-Memory solutions. Prior to his time in consulting, he was the Chief Operating Officer (COO) for SAP Americas. In this role, he was responsible for industry and solutions, value engineering, sales operations, and the GCO University program (formerly SAP® Sales University), as well as audit and private equity business development, ensuring operational excellence through service efficiency and effectiveness. Previously, Thack was COO for SAP Latin America and the Caribbean. Thack started with SAP in 2008. He was Chief Financial Officer (CFO) for Latin America and the Caribbean, successfully managing control and compliance policies with the transparency needed to achieve top business results.

Thack joined SAP Latin America and the Caribbean in 2008 from Electronic Data Systems (EDS) in Latin America, where he was CFO. He also held several leadership positions at EDS, including sales director for Brazil and portfolio executive for Latin America, as well as several global roles.

Fluent in English, Spanish, and Portuguese, Thack has lived, worked, and studied around the world. He has an international MBA with specialization in finance from the University of South Carolina in Columbia, South Carolina, and he also holds a bachelor of science/bachelor of arts (BSBA) degree in economics from Appalachian State University in Boone, North Carolina.

Speaking FaCuLty

“Introducing the ‘Leadership Speaks: Managing Enterprise Risk’:”

kevin Barryexecutive Vice president, Stock plan ServicesFidelity investments

Kevin is currently responsible for Stock Plan Services’ support of Fidelity Workplace Investing. He was assigned to this position in 2012 and reports directly to the president of Workplace Investing.

Prior to assuming this role, Kevin was senior vice president and chief financial officer for Workplace Investing from 2007 to 2012. In that position he was responsible for the financial management and leadership of Fidelity’s defined contribution, defined benefit, stock plan administration, benefits consulting, and health savings business lines. From 2006 to 2007, Kevin was vice president, finance, for the Channel Management department in Workplace Investing. In that role he was responsible for the financial management of the call centers, Web and electronic channels, and financial operations groups serving defined contribution and defined benefit plan participants. Before joining Fidelity in 2006, Kevin spent 12 years in the consumer products industry with roles in finance and strategic planning, logistics reengineering, and business unit finance leadership. Prior to his business career, Kevin served for five years as an intelligence officer with the Central Intelligence Agency.

Kevin received his bachelor of arts degree in government from Harvard College in 1987 and his master of business administration degree from Dartmouth’s Tuck School of Business in 1994.

thought Leadership presented by Regus

Michael OsburnCFO, north americaRegus

Michael has over 20 years of experience holding various executive Finance positions. He joined Regus Management Group in May 2007 and currently serves as Chief Financial Officer for the North America region. Prior to Regus, Michael was VP of Finance / Controller for Snelling Staffing Services and VP of Finance during a 13-year tenure at Sabre.

During Michael’s time at Regus, he has helped lead the organization’s exponential growth from 918 locations in 2007 to more than 2,000 locations today in 100 countries. Its network provides convenient, high-quality, fully serviced spaces for people to work, whether for a few minutes or a few years. Regus is the global leader of workplace providers and has global revenue of more than $1.5 billion dollars.

Speaking FaCuLty

“Getting Recurring Revenue Models Past “Go”

Jim alexanderVp of Customer Successaria Systems

As vice president of Aria’s customer success, Jim Alexander is responsible for all the implementations of Aria’s Monetization Platform to ensure that clients across the globe are maximizing their results. Alexander directs all of Aria’s post-sales initiatives including: knowledge services, customer support, customer success management, and professional services.

Previously, Alexander led product management for Aria Systems, as well as served as vice president of customer and order management products at Amdocs, where he provided strategic direction and leadership across the U.S., Israel, India and Vietnam.

Alexander holds a Bachelor of Mathematics degree from University of California, Berkeley, and a Master’s in Business Administration from California State University, Hayward.

Introducing Sumeet Kapoor:

Ron Mifsudenterprise account executiveFinancialForce.com

A Bay Area native, Ron has worked in enterprise applications and technology for more than 20 years, helping early stage companies develop growth and “net new” customer acquisition strategies. He is a cloud veteran and helped bring several start-ups from early stage to public market or acquisition, including Silknet, Relicore, TuVox, Salesforce and Zuora. Ron was a key member of the sales team at Silknet Soft-ware, helping to launch their successful IPO, and eventual acquisition by Kana Software for $4.2 billion. He has a B.S. in Accounting from the University of San Francisco.

Speaking FaCuLty

“EPS enhancement through partnership between Finance and HR”

Sumeet kapoorSenior Vice president, HR Strategy, Systems and analyticsHuntington Bank

Sumeet has nearly 20 years of leadership experience in management consulting, new business development, product introduction, program management, and target marketing in a variety of stable, start-up, and Fortune 500 organizations. He is a proficient change agent, revenue generator, and team facilitator in all aspects of global and US business consulting engagements, including enterprise solutions, project accountability, and executive relationship building.

Sumeet is currently the Senior Vice President of Human Resources Strategy and Change Management at Huntington Bank. In this role, he is the driving force behind HR strategy and leading Huntington through growth and transformational change. Sumeet has collaborated with senior leaders across the bank and assisted them in creating an analytical and evidence based culture.

Before joining Huntington, Sumeet consulted with executives at a variety of Fortune 500 firms, such as, Aetna, Allstate, American Express, Lincoln Financial, PayPal, Pepsi Americas, Polo Ralph Lauren, Schneider National, The Hartford, and USG. He has coached leaders in these organizations to develop pragmatic strategies and build compelling business cases, and he has assisted them in bringing about transformational change.

As an entrepreneur, Sumeet has successfully founded two for-profit services companies. He launched and operated Notes, Inc., a knowledge capture company (minority business enterprise) with offices in India and the US. He won nine multi-industry clients and made the company profitable within the first year. In his next venture, Sumeet started a management consulting company, where he consulted with financial services companies, including Huntington.

Sumeet has also served as engagement manager for Diamond Management and Technology Consultants in Chicago. Before that, he worked for Motorola Inc. in Illinois and Motorola India Electronics in Bangalore, India in a variety of positions, including product manager and senior engineer.

Sumeet earned a bachelor’s degree in engineering from the Indian Institute of Technology in Roorkee, India and an MBA in strategy, marketing and entrepreneurship from the Kellogg School of Management. He lives in Chicago and is married with one daughter.

Speaking FaCuLty

Fireside Chat

Moderator:Rosemarie Raeassociate Vice Chancellor, Chief Financial OfficeruC Berkeley

In her current role as UC Berkeley’s Associate Vice Chancellor, Finance and Chief Financial Officer (AVC-CFO) Rosemarie Rae has oversight of a $2 billion operating budget and eight units comprised of 700+ staff that, together, tell the complete financial story. She is responsible for the development and implementation of an integrated sustainable funding model that supports Berkeley’s mission and maintains the campus’s preeminence as a top research university. As the Vice Chancellor for Administration and Finance’s direct representative in matters of the campus budget, supply chain management, resource planning, analysis, space and capital planning, institutional data management, and health services, Rosemarie serves as a high-level thought partner to the Chancellor, Vice Chancellor for Administration and Finance, Provost and other vice chancellors in areas of strategy and analytics. She is responsible for all major financial and decision support campus operations including the long-range campus financial model designed to help central campus and unit decision-makers align resources with strategic objectives.

Prior to Berkeley, Rosemarie served as the Chief Financial and Administrative Officer of The National Trust for Historic Preservation, where she oversaw all fiscal fiduciary responsibilities for the organization, with its annual operating budget of $55 million, a $230 million endowment, and staff of 350. As the Executive Vice President of Strategy at Volunteers of America, Rosemarie was responsible for developing a successful business model for affiliate participation in the organization’s strategic direction. As Executive Vice President of Organizational Services and Chief Financial Officer, also for Volunteers of America, she directed the asset management function for the organization’s nationally-owned real estate assets and oversaw Human Resource functions including organizational development, 37 health insurance programs, and $40 million of investments for endowment and pension funds. As the Chief Financial Officer and Treasurer at Experience Works, Rosemarie provided strategic financial direction and ensured the integrity of all accounting and financial reporting, payroll, budgeting, tax, and treasury functions. She was also responsible for benefit design and administration including health, worker’s compensation, retirement and life insurance programs for over 300 staff and 125,000 program participants.

Rosemarie managed 120 government contracts and grants for Children’s Hospital National Medical Center, a nationally and internationally recognized leader in the development of innovative new treatments for childhood illness and injury. At LORAL Space and Communications, Rosemarie maintained treasury functions including a $20 million investment portfolio, and she managed international accounting staff with regional accounting offices in England, Germany and Singapore. Rosemarie’s financial and administrative management career began by managing Medicare and Medicaid funding strategies and cost reporting for The Golden Living family of companies, who operate more than 300 centers in 22 states that provide nursing care and rehabilitation therapy, hospice care, home health services and temporary staffing services. Rosemarie was a principal and founder of Balrae Associates, an Information Technology services firm.

Rosemarie holds a bachelor’s degree in accounting from Radford University, a master’s degree in public administration from American University, and is a doctoral candidate in organizational design at The George Washington University.

Speaking FaCuLty

Perspectives by:kenneth goldmanChief Financial Officeryahoo

Ken Goldman is Chief Financial Officer of Yahoo!. In this role, he is responsible for Yahoo!’s global finance functions including financial planning and analysis, controllership, tax, treasury, and investor relations. Most recently, he was CFO of Fortinet. He served as senior vice president, finance and administration, and chief financial officer of Siebel Systems, Inc.and Excite@Home Corporation and Sybase, Inc.

Mr. Goldman was named among “America’s 15 Most Connected Capitalists” for 2010 by Forbes magazine and currently serves on the board of directors of Yahoo Japan, NXP Semiconductor, Gigamon, GoPro, Trinet, and several private companies. He was formerly a member of the board of trustees of Cornell University and was appointed a Cornell Trustee Emeritus and Presidential Councilor in 2013. He was also a member of Treasury Advisory Committee on the Auditing Profession and previously served on the FASB’s primary advisory group, the Financial Accounting Standards Advisory Council,

He earned a bachelor’s degree from Cornell University and a MBA from Harvard Business School.

John ShrewsberryChief Financial Officer, Senior executive Vice presidentWells Fargo

Senior Executive Vice President John Shrewsberry is the chief financial officer responsible for Wells Fargo’s financial management functions including controllers, financial reporting, tax management, asset-liability management, treasury, corporate development and investor relations. John is also responsible for Wells Fargo’s investment portfolios as well as the company’s corporate properties functions and strategic planning. John serves on the Wells Fargo Operating, Management, and Market Risk Committees and is based in San Francisco.

A 20-year veteran of banking and investing, John served as head of Wells Fargo Securities from 2006 through May 2014, where he was responsible for investment banking, capital markets, institutional fixed income, equity, and derivatives sales and trading, investment research, and a credit-intensive principal investment portfolio. From 2001 through 2005, he was the group head of Wells Fargo Commercial Capital, the successor to a commercial finance company he co-founded that became part of Wells Fargo in 2001. Previously, John worked at Goldman Sachs and Credit Suisse First Boston in the principal finance areas. He started his career as a Certified Public Accountant at Coopers & Lybrand.

John earned his B.A. in economics from Claremont McKenna College, in Claremont, CA, and an MBA from the Yale Schoolof Management.

John currently serves on the board for the Committee on Capital Markets Regulation. Committed to serving the communities around him, John also serves on the boards of the Robert Day School of Economics and Finance, the Yale School of Management and is active with the Juvenile Diabetes Research Foundation.

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panel Discussion

“The Strategic CFO”

Moderator:Julie SilverChief Financial OfficerFiJi Water

Julie Silver is the Chief Financial Officer of FIJI Water Company Holdings and Roll Wine Holdings. In this role, Julie is responsible for overseeing the financial health and reporting all FIJI Water and Roll Wine companies including FIJI Water, Justin Vineyard & Winery, Landmark Vineyards, Neptune Pacific (Fiji based regional ocean freight company) and Vintage Nursery (a grape vine nursery business). Julie has been with FIJI Water since 2007, joining as Director of Business Development & Process Improvement. She has also held the positions of Director Process Improvement & IT as well as Vice President of Logistics & IT. Prior to joining FIJI Water in 2007, Julie held a variety of internal consulting and project management positions at notable media & entertainment companies, including MTV Networks, Rainbow Media DBS and Time Warner Cable. Julie started her career at Credit Suisse. Julie holds a MBA from NYU’s Stern School of Business and BBA from Emory University’s Goizueta Business School. Julie lives in Los Angeles and enjoys crossword puzzles, spin class and hiking.

Panelists:Ron ChuVice president, Chief accounting Officertoyota Financial Services

Ron Chu is Vice President & Chief Accounting Officer for Toyota Financial Services (TFS). Chu joined TFS in March, 2002. He is responsible for all corporate tax and accounting functions of TFS and Toyota Motor Credit Corporation (TMCC). He reports to Chris Ballinger, Senior Vice President & Chief Financial Officer. Chu joined TMCC in March 2002 as National Manager of Tax, was promoted to Corporate Manager of Tax in 2007 and VP & Chief Accounting Officer in 2010. As head of the Accounting and Tax department, he has been instrumental in developing and leading many strategic corporate initiatives to provide TFS and Toyota best-in-class efficiency and accuracy. Prior to joining TMCC, Chu served as Director of Tax at Asia Global Crossing. Before that, he was Senior Manager at KPMG’s Los Angeles office. Chu is a Certified Public Accountant licensed in California, a member of the American Institute of Certified Public Accountants, a member of the Tax Executive Institute, and a member of Financial Executive International. Chu was also an Executive Sponsor of TAASiA, a Toyota Business Partnering Group dedicated to the diverse Asian American cultures and heritages within Toyota and the community.

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galagher JeffVice president and Chief Financial OfficerWalmart uS eCommerce

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. Prior to Walmart, Galagher worked in the Management Consulting industry where he held finance and strategy leadership roles.

gregory SasakiVp of Finance & Corporate Servicesnikon

Mr. Sasaki leads Finance, Human Resources, and Information Technology at Nikon U.S. As a member of senior management, he is also involved in strategy and execution, leadership and team building, and Nikon global initiatives.

Prior to joining Nikon, he was with Apple Computer Finance, and earned his California CPA while working at Deloitte & Touche. Mr. Sasaki earned an MBA degree from the University of California at Berkeley.

Mark VerbeckCFoaria Systems

Mark Verbeck brings over 20 years experience in finance and operations from both emerging growth companies and major corporations to his role which is responsible for the company’s corporate finance, investor relations and human resources.

Prior to joining Coupa, Mark was CFO at BLADE Network Technologies, the leader in high performance cloud networking where his leadership was instrumental to the company’s execution through its growth and subsequent sale to IBM. Prior to BLADE, Mark was an executive and prominent Wall Street research analyst covering technology companies for firms such as Cantor Fitzgerald, Citigroup and Epoch Partners (acquired by Goldman Sachs). As a former equity analyst, Mark brings broad exposure to successful corporate strategy, capital processes, and acquisition approaches as well as experience with complex accounting and reporting issues. Prior to Wall Street, Mark worked at Deloitte & Touche (now Deloitte), the global accounting and consulting company.

Mark has a BA in Accounting from the University of St. Thomas.

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Joseph WilkinsonChief Financial Officer and Vp of Operations – taiyo yuden (u.S.a.) inc.Deputy gM uS/europe – taiyo yuden Co. Ltd.

Joe Wilkinson has been CFO and VP of Operations at Taiyo Yuden (U.S.A.) Inc. for the past 8 plus years. He is also CFO at JVC Advanced Media U.S.A. Inc. and a board member of the group.

Joe’s career started in the 1980’s working for General Dynamics in program management and finance. He has held various positions in his career focused in finance and operations including a COO position for a startup marketing company and Corporate Controller for two public companies. His main focus has been in the electronics market and he has extensive experience working with international companies. He has opened companies in Mexico, Canada and China and has worked in those businesses in key management roles.

In his current role at Taiyo Yuden he manages finance and operations for two subsidiaries operating in North America. Taiyo Yuden is a $2.6B Japanese components company established in 1950 with manufacturing facilities in Japan and throughout Asia. The company sells its products throughout the global consumer electronics market.

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panel Discussion

“Leadership Speaks: Managing Enterprise Risk”

Moderator:Manan RawalSVp-CCaR & Stress testing, Head of Scenarios & ModelingHSBC

Current positionManan is the Head of Scenarios & Modeling for CCAR and stress testing at HSBC in New York. He has spent 8 years in various roles involving risk management, portfolio risk, and valuation.

past positionsAs Regional Manager of OTC Derivatives Pricing and Risk for HSBC’s securities services division, he was involved in evaluating client portfolios across multiple asset classes and strategies in the alternative investment space. Manan also has worked at Deutsche Bank, Swiss Re and DKR Capital. At DKR, he ran a portfolio focusing on global volatility trading across convertible bonds and equity derivatives.

educationBS, Finance, University of PennsylvaniaMSc, Economics, London School of Economics Trium International Executive MBA - NYU, London School of Economics, and HEC School of Management

Panelists: Scott BroomfieldChief Marketing OfficerXactly

Scott Broomfield has more than 25 years of experience leading entrepreneurs in developing cloud-based software solutions. As CMO of Xactly, he is responsible for worldwide marketing. Previously at Xactly, he served as General Manager of the Express business unit, and also as its Chief Financial Officer.

Scott came to Xactly from Veeple, a cloud-based, interactive online video business where he was co-founder and CEO. Before Veeple, he was a managing director at Sand Hill Management Partners, a small venture capital firm in Menlo Park, Calif., that invested in online security businesses.

Previously, in addition to a couple start-ups along the way, in the late 90’s Scott led the turnaround at Gupta Technologies, where he increased the valuation of the business by a factor of 15 during the three years he ran the company. Before Gupta, he was a managing director at Hickey & Hill, a crisis management consultancy, where Scott led the consulting’s firm high tech practice.

Scott holds an MBA from Santa Clara University. He is on the board of trustees of the Los Gatos Union School District and is also on the board of directors of Sustainable Life Media, Inc.

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Jennifer CabalquintoChief Financial Officergolden State Warriors

Jennifer Cabalquinto has over 20 years finance leadership experience in a variety of start-up, turnaround, stable and high growth business environments. Most recently, Jennifer served as Vice President and Chief Financial Officer for Universal Studios Hollywood. In this role, she was responsible for supporting NBC Universal’s theme park and Citywalk operations in Los Angeles, California.Jennifer joined NBC Universal as part of the Telemundo acquisition. At the time of the acquisition, she served as Vice President and Chief Financial Officer for the Telemundo Station Group in Miami, Florida. With the integration of Telemundo, Jennifer was relocated in August 2002 to Los Angeles to serve as Vice President Finance for NBCU’s Los Angeles television stations – KNBC, KVEA and KWHY.Before joining Telemundo, Jennifer worked for Ernst and Young, Royal Carribean Cruise Lines and Future Tech International in auditing, financial planning and reporting and Controllership roles.Jennifer earned a Bachelors degree in Accounting from SUNY, Binghamton’s School of Management. She and her husband, Howard Joyce, reside in Oakland with their son Jack.

Mark nittlerVp enterprise StrategyWorkday

Mark Nittler brings Workday more than 20 years of broad experience in key financial application disciplines such as accounting, ERP, procurement, contract management, compliance and security. Nittler’s experience includes executive leadership positions in both product strategy and marketing, including VP, Application Strategy for PeopleSoft, VP of Strategic Marketing for Commerce One, and VP of Strategic Marketing for Symantec.A California CPA , Mark holds a Bachelor’s degree in economics from the University of California, Berkeley and a Master’s degree in Management from University of California, Irvine.

Brian parisiSenior Vice president, FinanceLive nation

Brian is the SVP of Finance for Insomniac (a music division of Live Nation Entertainment), where he oversees all accounting, strategic planning and cash management functions for the company’s multiple festival brands, including Electric Daisy Carnival in Las Vegas where over 400,000 fans attend the 3-day event. With EDM (electronic dance music) firmly positioned at the forefront of pop culture movement, Brian is helping Insomniac enjoy the biggest growth period in its 22-year history as the company continues to expand in International markets in S. America and Asia.

Prior to his current position, Brian spent over 20 years in a variety of finance and accounting positions for Fortune 500 technology and entertainment companies such as AT&T, Toshiba, Universal Studios and Warner Bros. A Chicago native who set down his roots in Southern California, Brian received his undergraduate degree from Purdue University and his MBA from the University of Southern California.

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Liyuan WooChief Financial OfficerBebe Stores

Liyuan is the Chief Financial Officer at bebe stores, inc (NasdaqGS: BEBE). She is a key member of the transformational executive team tasked to return bebe to profitability and future growth. In addition to being a co-pilot to other senior executive team members in strategies and executions, Liyuan is responsible for all aspects of operations including FP&A, treasury, accounting, tax, compliance, Investor Relations and strategic corporate development, as well as Supply Chain/DC fulfillment, Loss preventions, Construction, Real Estate, Legal and IT.

Prior to joining bebe in August 2010, Liyuan held various senior positions with the consulting firm Deloitte in its Mergers and Acquisitions Transaction Services and Financial Advisory functions. During her 13 years with Deloitte, she provided financial advisory services to public and private companies in variety of industries including consumer business, technology, life science and financial services. She also advised private equity firms and strategic buyers on mergers, acquisitions, leveraged buyouts, and recapitalizations; specifically, she advised clients on financial due diligence, transaction modeling, capital structure analysis, and financial analysis pertaining to definitive credit and M&A transaction agreements.

While with Deloitte, Liyuan served as the Women’s Initiative local M&A leader, drove causes in work-life-balance, retention and advancement for women. Liyuan also served on the board of Dress For Success San Francisco, an organization with mission to assist underprivileged women.

*Please note, this session is off the record.

*According to full administration plan sponsors surveyed in the 2011, 2012, 2013, and 2014 Group Five Stock Plan Administration Satisfaction Studies. Group Five LLC is a customer research and consulting firm in Fairfax, CA. Group Five LLC and Fidelity Investments are not affiliated.

Stock plan recordkeeping and administrative services are provided by Fidelity Stock Plan Services, LLC.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

Fidelity Stock Plan Services, LLC

© 2014 FMR LLC. All rights reserved. 696571.2.0

As a market leader, Fidelity’s powerful insight and groundbreaking innovations

continue to define the industry. We provide you with the confidence you need to

help drive long-term success.

• We’ve been rated #1 in client satisfaction for four years in a row, with nearly a 99% client retention rate.*

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• We offer the industry’s only financial reporting platform evaluated by a Big 4 firm.

• Our fully integrated proprietary platform can support any or all of your benefit needs.

To learn more, call 800.468.5521, or visit Fidelity.com/workplace.

Defining excellence in global stock plan services

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that your ENTIRE ORGANIZATION is secure.It takes a FULLY TRAINED TEAM to ensure

INSPIRING A SAFE AND SECURE CYBER WORLD.

IT pros with information security skillshave never been more in demand.

Security isn’t just the responsibilityof information security leaders.

PARtNERS

thought Leadership Spotlight partners

Proven by the world’s most demanding enterprises, including AAA NCNU, Constant Contact, Falck, Hootsuite, Pitney Bowes, Telekom Denmark, and VMware, Aria is the recurring revenue management innovator that powers businesses worldwide to accelerate revenues and maximize growth. Aria’s cloud-based, active monetization platform helps enterprises take advantage of each customer-driven event − known as revenue moments − with agile billing, active customer engagement, and the rapid development of new products and services. These customer-driven events, referred to as revenue moments, are the heartbeat of the business. Each is an opportunity to win trust, increase brand loyalty, and drive continued revenue. With Aria, brands actively manage these moments to increase satisfaction and maximize retention over the lifetime of the customer relationship. Working with Aria results in profitable brand loyalty and maximum customer lifetime value. Founded by the inventors of cloud billing, Aria continues to disrupt the basic billing system status quo with its cloud-based monetization platform, which allows clients to acquire new customers, increase active customer engagement, and manage recurring revenue at scale. With Aria, enterprises can grow their business by accelerating their time-to-market using a wider variety of products and services. They can also orchestrate revenue moments across multiple systems to increase customer satisfaction, retention, and lifetime value. Aria is headquartered in San Francisco with locations in the United Kingdom, the Netherlands, Denmark, and Germany and is used by enterprises in over 70 different countries across the world.

Ariba, an SAP company, is the world’s business commerce network. Ariba combines industry-leading cloud-based applications with the world’s largest web-based trading community to help companies discover and collaborate with a global network of partners. Using the Ariba® Network, businesses of all sizes can connect to their trading partners anywhere, at any time from any application or device to buy, sell and manage their cash more efficiently and effectively than ever before. Companies around the world use the AribaNetwork to simplify inter-enterprise commerce and enhance the results that they deliver. Join them at: www.ariba.com

PARtNERS

thought Leadership Spotlight partners

Host Analytics is the leader in cloud-based financial applications for planning, close management, reporting, and analytics. Host Analytics Enterprise Performance Management (EPM) customers benefit from improved business agility, lower total cost of ownership, faster time to value, increased security, and a faster pace of innovation compared to traditional on-premises alternatives. World-class companies like NEC, Burlington Coat Factory, and Crocs trust Host Analytics to power their strategic financial processes. Host Analytics is a fast-growing, private company backed by leading venture capitalists and is headquartered in Silicon Valley with offices around the globe.

For more information about Host Analytics, please visit www.hostanalytics.com

Become a fan of Host Analytics on Facebook: https://www.facebook.com/HostAnalyticsInc Follow Host Analytics on LinkedIn http://www.linkedin.com/company/host-analytics-inc. Follow @host_analytics on Twitter

Oracle (NASDAQ: ORCL) is the world’s most complete, open, and integrated business software and hardware systems company. With more than 370,000 customers—including 100 of the Fortune 100—in more than 145 countries around the globe, Oracle is the only vendor able to offer a complete technology stack in which every layer is engineered to work together as a single system. Oracle’s industry-leading products give customers unmatched benefits including unbreakable security, high availability, scalability, energy efficiency, powerful performance, and low total cost of ownership. For more information, visit oracle.com.

Regus is the world’s leading global provider of professional workplace solutions with 2,000 locations in 750 cities and 100 countries. Regus offers a global network of products and services ranging from fully equipped offices, professional meeting rooms, business lounges, video communication studios, and virtual offices. This network provides convenient, high-quality, fully serviced spaces for people to work, whether for a few minutes or a few years.

Regus’ flexibility enables businesses to pay for the space it needs, when and where it’s needed. This provides businesses the flexibility to free up capital to spend in areas that drive revenue, and enter new markets overnight without the risk of over commitment. Currently, more than 50% of Fortune 500 companies use Regus.

PARtNERS

panel partners

Coupa Software is the leading provider of cloud-based financial applications. More than 450 customers in over 40 countries use the Coupa suite of financial applications to support business agility and reduce costs. Only Coupa provides a suite of true cloud applications for finance, including accounts payable, sourcing, procurement and expense management that allows customers to realize a return on their investment within a few months and savings that continually impact the bottom line. Learn more at www.coupa.com. Read more at our company blog, Making Cents or follow @Coupa on Twitter.

Workday is a leading provider of enterprise cloud applications for finance and human resources. Founded in 2005, Workday delivers financial management, human capital management, and analytics applications designed for the world’s largest companies, educational institutions, and government agencies. Hundreds of organizations, ranging from medium-sized businesses to Fortune 50 enterprises, have selected Workday.

With Xactly, companies unleash the motivational power of their incentive compensation. Our cloud-based, secure solutions help customers take control of their incentive processes and inspire performance.

Session introduction partners

Running a superior equity compensation program can be easier when you work with a company that has been rated no. 1* four years in a row by Group 5! Our consistent and ongoing investments are why our client retention rate is nearly 99%.

Talk with us to learn about what we offer:• Top rated technology and mobile capabilities• The only financial reporting platform in the industry evaluated by a Big 4 firm• An industry leading proprietary purchase accounting platform• State of the art products and services

See for yourself how Fidelity is committed to unparalleled customer service, flawless delivery, and unwaver-ing commitment to the stock plan industry.

*According to full administration plan sponsors surveyed in the 2011, 2012, 2013, and 2014 Group Five Stock Plan Administra-tion Satisfaction Studies. Group Five LLC is a customer research and consulting firm in Fairfax, CA. Group Five LLC and Fidelity Investments are not affiliated.

PARtNERS

Session introduction partners

FinancialForce.com is the cloud applications company. We focus 100% on building business applications for Force.com, the world’s leading cloud computing platform from salesforce.com. Our applications include Accounting, Billing, Professional Services Automation (PSA) and Services Resource Planning (SRP). We serve fast-growing organizations and dynamic enterprises, helping them to align Finance, Sales and Service in a way that enables profitable growth. We are backed by two of the biggest and best players in the business, UNIT4 and salesforce.com.

Formed in 1989, (ISC)² is the largest not-for-profit membership body of certified information and software security professionals worldwide, with nearly 100,000 members in more than 160 countries. Globally recognized as the Gold Standard, (ISC)² issues the Certified Information Systems Security Professional (CISSP®) and related concentrations, as well as the Certified Secure Software Lifecycle Professional (CSSLP®), the Certified Cyber Forensics Professional (CCFPSM), Certified Authorization Professional (CAP®), HealthCare Information Security and Privacy Practitioner (HCISPPSM), and Systems Security Certified Practitioner (SSCP®) credentials to qualifying candidates. (ISC)²’s certifications are among the first information technology credentials to meet the stringent requirements of ISO/IEC Standard 17024, a global benchmark for assessing and certifying personnel. (ISC)² also offers education programs and services based on its CBK®, a compendium of information and software security topics. More information is available at www.isc2.org.

© 2015, (ISC)² Inc., (ISC)², CISSP, ISSAP, ISSMP, ISSEP, CSSLP, CAP, SSCP and CBK are registered marks, and CCFP and HCISPP are service marks, of (ISC)2, Inc.

PARtNERS

Senior Supporter partners

the problem: paying More to get Less

U.S. enterprises spend the most to give their people the least. More than $620 billion is spent every year on enterprise healthcare – it’s a top-three business cost and it increases by 8 to 10 percent every year. Despite this massive spend, America ranks 46th in the world in healthcare outcomes. That’s because our healthcare system is a merit-free market that is void of transparency and accountability.

As a result, healthcare providers can’t compete based on their expertise or merits; businesses can’t provide employees with world-class benefits; employees can’t understand the choices they have, what they are paying for, and the outcomes they should expect. It’s time for business leaders to cure enterprise healthcare – because enterprise healthcare is not going to fix itself.

the Solution: the enterprise Healthcare Cloud In all other areas of business, technology has enabled leaders to transform the most critical parts of their businesses – from supply chain management to human resources, finance, sales, and marketing. Yesterday’s static approach to managing healthcare is forever changed with the Enterprise Healthcare Cloud. Castlight’s solution is rooted in big data and provides business leaders with the insights needed to pinpoint opportunities to eliminate wasteful healthcare spend and poor quality outcomes. Employers can use these insights, along with a comprehensive set of management controls, to design, optimize, and scale benefits with unprecedented power and precision – increasing the effectiveness of benefit programs and making the most of healthcare investments. The Castlight Enterprise Healthcare Cloud enables employers to provide world-class healthcare for their people by allowing them to manage healthcare as they do the other investments in their business and it empowers employees with the information they need to make better healthcare decisions for themselves and their families.

PARtNERS

KPMG LLP, the audit, tax and advisory firm (www.kpmg.com/us), is the U.S. member firm of KPMG International Cooperative (“KPMG International”). KPMG International’s member firms have 152,000 professionals, including more than 8,600 partners, in 156 countries.

Senior Supporter partners

Kyriba is the global leader in next generation software-as-a-service (SaaS) treasury solutions.

Our Proactive Treasury Management approach delivers a new set of solutions and methodology for treasury departments to better anticipate and plan for market volatility, regulation, fraud as well as leverage opportunities for growth. By implementing PTM, organizations optimize their cash, manage their risk and work their capital more successfully.

Since Kyriba’s inception, we have developed a deep understanding of the role and operational goals of the CFO, corporate treasurer and the finance team. As a result, our 100 percent cloud-based SaaS offering has been developed to provide a full suite of cash and liquidity, treasury, risk management and supply chain finance solutions.

With Kyriba, your organization can make more effective financial decisions through enhanced visibility into your cash, liquidity, financial positions, and risk exposures. This broad range of functionality enables you to become a strategic partner and create tangible value for your organization, in addition to minimizing risk, enhancing control and compliance, and increasing operational productivity.

Kyriba is easily scalable across multiple geographies. Its modular approach enables organizations to optimize the level of functionality for their individual requirements. Implementing Kyriba requires only a fraction of the up-front investment or IT support of traditional legacy systems, and provides simple and secure access to data - anytime, anywhere.

The Kyriba platform features highly secure data encryption technology, ensuring the security and integrity of each client’s critical data. It meets stringent Sarbanes-Oxley 404 audit trail, workflow, and control requirements while providing seamless connectivity with a multitude of banks worldwide and straightforward integration with third party financial applications.

Kyriba was established in 2000 and now counts in excess of 350 employees, serving over 900 clients across the globe. We are headquartered in San Diego, with offices in New York, Paris, London, Tokyo, Singapore, Hong Kong and Rio de Janeiro.

PARtNERS

Senior Supporter partners

Tagetik delivers software to automate and advance the processes of the Office of Finance. Whether in the cloud or on-premises, Tagetik 5 provides deep functionality for planning, forecasting, consolidation, close, reporting, profitability analysis, disclosure management, financial governance, and analytics – all from a single, unified platform. By moving to a unified financial solution, Tagetik customers have dramatically increased organizational efficiencies, reduced risk, saved money and improved their companies’ bottom lines. Key strategic partnerships with Microsoft and SAP means Tagetik fits seamlessly into existing environments, leveraging your IT strategy and investment.

Tagetik is one of the fastest growing global software companies in the corporate performance management (CPM) market, with operations in more than 30 countries and more than 700 customers worldwide. Tagetik delivers enterprise solutions while providing a ‘boutique’ experience, resulting in the highest level of client satisfaction in the industry.

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Discovering value used to mean focusing on your financial organization. Today that’s not enough. Creating real value takes an enterprise-wide perspective. And that’s where KPMG LLP can help.

With our business insight and established approach, we can help you find opportunities to support strategic growth, manage risk, and deploy capital.

Our relentless execution helps you get the job done right. Which in turn creates sustainable value. Here. There. And everywhere.

For more information, please contact Satya Easwaran at: seaswaran@kpmg.com or 415-963-8603

kpmg.com

Your Reality, Our Agenda.

Kyriba’s cloud treasury system gives you the visibility to power business growth.

Organizations need to work their capital effectively

to drive long-term growth. Proactive Treasury

Management is a new approach to treasury,

delivered exclusively by Kyriba, the leader in

cloud-based treasury management. Beyond

simple treasury automation, Proactive Treasury

Management gives finance leaders the analysis and

insight to deploy cash in an efficient and strategic

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informed business decisions, and add value

throughout the organization.

With Proactive Treasury Management, CFOs

and treasurers can be the enablers of growth

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Contact us now at 1-855-KYRIBA-0

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kyriba.com | treasury@kyriba.com | 1-855-KYRIBA-0

Tomorrow’s TreasuryManagement Today.

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UPCoMiNg EvENtS

March 5, 20152015 Human Capital Leadership Forum: Spring event (San Francisco)San Francisco, Ca

Perspectives by:• Traci Clayton, Ph.D., VP, Principal Consultant, Right Management Consultants• Deborah Sanders, Head of HR Support Functions, Ericsson• Maeve O’Meara, VP, Product Management, Castlight Health• Steven Parker, Vice President, Customer Success & Business Transformation, Achievers• Amber Kennelly, VP Human Resources, Allstate Corporation• Robert Patton, Managing Director, Sageview Advisory Group• Glenn Johnson, US Business Development Manager, ISC2• Mike Bollinger, VP, HCM Transformation, Oracle• Mindy Geisser, Chief People Officer, Colliers• Sharon Jordan, VP, Human Resources, Xactly Corp• Joe Wegener, Vice President Human Resources, Core-Mark Holding Company• Mary Beth Wilding, VP of Sales, West, Visier• Kevin Walker, Director of Employer Insights, Indeed• Dan Henkle, SVP Global Human Resources, The Gap• Trisha Stiles, SVP, Human Resources, CBS• Wendy Nutt, SVP Corporate Human Resources, MGM Resorts International• Aimee Hoyt, Executive Vice President, Human Resources, International Game Technology• Wade Thomas, SVP, Human Resources, Meritage Homes Corporation• Laura Butler, Vice President of Talent Management and Chief Diversity Officer, Pacific Gas and Electric

Company• Sumeet Kapoor, Senior Vice President,HR Strategy,Systems,and Analytics, Huntington Bank• Jing Liao, Senior Vice President, Human Resources, TriNet• Paul Pastrone, VP, PPS Learning & Organization Development, HP• Carl Luckenbill, Chief Learning Officer, San Francisco Public Utilities Commission• Peter Walmsley, Vice President of Human Resources - COO Worldwide, Electronic Arts• Wendy Miller, VP, Global Talent Development, Yahoo

March 11, 20152015 Chief information Officer Leadership Forum (Dallas)Dallas, tX

Perspectives by:• Mike Carper, Chief Information Officer, Radio Shack Corp.• Mike Anderson, Chief Information Officer and Senior Vice President, Crossmark• Andy Ulrich, VP, CISO and Loss Prevention, MoneyGram• Anjana Harve, CIO Americas, Novartis• Brian Engle, Chief Information Security Officer, State of Texas• Edward Marx, Chief Information Officer and Senior Vice President, Texas Health Resources• Ron Guerrier, Vice President & Chief Information Officer, Toyota Motor Sales• Amitabh Sinha, CEO, Workspot• Gene Scriven, Chief Information Security Officer, Sabre Holdings Corporation• Relle Howard, Vice President, Information Technology, Flowserve Corp.• Nellson Burns, Vice President of Information Technology, HollyFrontier Corporation• Julie Lockner, Vice President, Product Marketing, Informatica• Ravi Waran, CIO and VP Global Business Services, Albemarle Corporation

UPCoMiNg EvENtS

March 24, 20152015 Virtual event: Leadership in Digital Marketing (Virtual event)Virtual

Perspectives by:• Parvez Patel, Vice President, eCommerce - Marketing & Merchandising, W.W. Grainger• Warren Tomlin, Managing Partner, Strategy & Analytics, IBM Global Business Services, IBM• Jeffrey Boorjian, Vice President, Marketing, Caesars Entertainment Corporation

March 25, 20152015 Customer Care Leadership Forum (toronto)toronto, On

Perspectives by:• Jeremy Melhuish, Head of Market Strategy, Export Development Canada• Amas Tenumah, Vice President, Customer Care, COX Communications• Laurie Stoneburgh, Vice President Sales and Customer Service, Canpar• Cheryn Thoun, Head of Customer Communications, Toronto Transit Commission• Amy Davies, Head of Consumer and Market Insights, Wm. Wrigley Jr. Company• Camille Kiffer, VP, Consumer Digital Channels, Rogers Communications• Joe Gagnon, Senior Vice President and General Manager Cloud Solutions, Aspect• Brett Beranek, Director, Product Strategy, Voice Biometrics, Nuance Communications• Cathy Honor, Senior Vice President and Head Global Contact Centres, RBC• Arthur Borkwood, Head of Customer Development, Toronto Transit Commission• David Bradshaw, Vice President, Client Business Support, ING DIRECT Canada• Cesar Rainusso, Vice President and Head of North American Digital Channels, BMO Financial Group• Chris Hilborn, Vice President - Shared Services, Medisys Health Group• Teresa Sloboth, Director of Marketing, Lithium• Alison Chick, VP Loyalty and Customer Intelligence, Indigo Books and Music

March 26, 20152015 Chief information Officer Leadership Forum (Boston)Boston, Ma

Perspectives by:• Stan Kreydin, Chief Technology Officer, Wyndham Exchange & Rentals• Amitabh Sinha, CEO, Workspot• Steve Olive, Senior Vice President and Global Chief Information Officer, Philips Electronics• Scott Wilkins, Head of Enterprise Innovation, AstraZeneca• Larry Wilson, Information Security Officer, University of Massachusetts Boston• Michael Daly, Chief Technology Officer, Cybersecurity & Special Missions, Raytheon• Jay Wessland, Vice President of Technology, Boston Celtics• Tim Rogers, Chief Security Architect, United Technologies• Shahidul Mannan, Vice President, Technology Services, Altisource• Tony Skipper, SVP, Americas IT Chief Information Officer, AIG

UPCoMiNg EvENtS

april 8, 20152015 Chief Marketing Officer Spotlight Forum: Retail and Consumer goods & Services (new york)new york, ny

Perspectives by:• Susan Kellogg, President of Contemporary Brands Coalition, V.F. Corporation• Barbara Shipley, Senior Vice President, Brand Integration, AARP• Susan Hammes, Vice President, Digital Brand & Social Media Development, American Express• John Costello, Chief Global Customer & Marketing Officer, Dunkin’ Brands• Carly Rosenberg, Chief Marketing Officer, Bluefly• Jenny Zeszut, CEO, CMO, co-founder, Beckon• Jonathan Baron, Chief Revenue Officer, IgnitionOne• Coral Chung, Relationship Director, Retail Vertical, Medallia• Ryan Urban, CEO, Bounce Exchange• Michele Rast, Senior Vice President, Marketing, Aerosoles• Keith Colbourn, SVP Loyalty & Analytics, Safeway• Julie Lyle, Chief Marketing Officer, hhgregg• Mark Friedler, Senior Director at Oracle Marketing Cloud, Oracle• Matt Zilli, Director of Product Marketing, Consumer Marrketing, Marketo• Victor Lee, Vice President Digital Marketing, Hasbro• Michael Klein, Director, Industry Strategy - Retail, Adobe• Kiran Smith, Vice President, Marketing, The Stride Rite Corporation• Al Dejewski, Senior Vice President, Marketing, Altadis U.S.A.• Clay Cowan, Chief Marketing Officer, Gilt Groupe

april 8, 20152015 Chief Marketing Officer Breakfast: Brand experience in the Digital era (new york)new york, ny

Perspectives by:• Leslie Doty, CMO, Reader’s Digest Association

april 9, 20152015 Customer Care Leadership Forum: Spring event (new york)new york, ny

Perspectives by:• Scott Landry, VP of Global Customer Support, Akamai• Tapan Dandnaik, Senior VP of Customer Service and Financial Operations, Mediacom Communications

Corporation• Mike Pierson, Vice President of Sales Strategy & Customer Development, Campbell Soup Company• Nanci Ziegler, VP Customer Experience, McKesson• Brian Gillespie, Vice President Forecasting and Financial Excellence, Comcast Corporation• Trent Miller, Senior Business Consultant, Performance Technology Partners• Clif Critchlow, SVP Marketing & Business Development, Arise Virtual Solutions• Rosetta Lue, Chief Customer Service Officer & 311 Contact Center Operations Director, City of

Philadelphia• Diana Robino, Senior Vice President, Global New Product Development, MasterCard• Bill Solomon, Vice President, Customer Care, Vonage Holdings Corporation

UPCoMiNg EvENtS

april 15, 20152015 Chief information Security Officer (CiSO) Leadership Forum (new york)new york, ny

Perspectives by:• Jay Leek, SVP & Chief Information Security Officer, The Blackstone Group• David Hahn, Chief Information Security Officer, Hearst Corporation• Roota Almeida, Chief Information Security Officer, Covanta• John Whiting, Director, Information Security Business Information Security Officer Corporate O&S and HR,

AIG• Tim Howard, IT Security Lead, National Oceanic and Atmospheric Administration• Steven Santamorena, Chief Information Security Officer, Reader’s Digest Association• Dennis Brixius, VP & CSO, McGraw Hill Companies• Adam Rice, Chief Information Security Officer, Cubic Corporation• James Ringold, Senior Enterprise Security Architect, Alliant Techsystems• Jeff Brown, Head of IT Security/Risk/Compliance, AIG• Vijay Viswanathan, CISO, HD Supply

april 15, 20152015 Chief information Security Officer Leadership Lunch: Spotlight on the Criticality of email Security (new york)new york, ny

Perspectives by:• Neil Farquharson, Product Marketing Manager, Zix

april 16, 20152015 Leadership in Human Capital think tank (Houston)Houston, tX

Perspectives by:• Nancy Bryant, VP-HR & Communications, WCA Waste Corporation• Margery Harris, Senior Vice President - Human Resources, Apache Corp.• Sally Vardy, Executive Vice President, Human Resources, Transfield Services• Sandi Knight, Senior Vice President, Human Resources, HealthMarkets• Matt Paese, Ph.D., Vice President, Succession Management, DDI

april 16, 20152015 Leadership in Digital Marketing think tank (Minneapolis)Minneapolis, Mn

Perspectives by:• Tim Carroll, Vice President, Small Business Marketing, Deluxe• Tony Bednar, Senior Vice President, Marketing and Communication, Merrill Corporation• Brett Wachter, Center Executive and Associate Partner, IBM• Raj Rao, Vice President, Global eTransformation, 3M

UPCoMiNg EvENtS

april 21, 20152015 Chief Legal Officer Leadership Forum (San Francisco)San Francisco, Ca

Perspectives by:• Simon Leung, Senior Vice President, General Counsel and Corporate Secretary, Synnex Corporation• David Durant, Secretary & General Counsel, Blackhawk Network• Sheila Mackay, Vice President, E-Discovery Consulting, Xerox• Laurel Kreuger, Vice President & General Counsel, Signet Jewelers• Katie Lever, General Counsel & Executive Vice President, Scientific Games Corp.• Sharon Zezima, General Counsel, GoPro Inc• Timothy Donovan, EVP, General Counsel and Chief Regulatory & Compliance Officer, Caesars Entertainment

Corporation• Karole Morgan-Prager, VP, Corporate Development, General Counsel & Corporate Secretary, The McClatchy

Company• Chris Kaitson, Vice President of Law & Deputy General Counsel, Enbridge• Jeffrey Brannen, Senior Vice President, Chief Legal Officer, Central Region, Balfour Beatty Construction• Sharon Tomkins, Vice President and General Counsel, Southern California Gas• Sayed Darwish, Chief Legal Officer, Executive Vice President, Corporate Development, Secretary, Polycom

april 23, 20152015 Customer Care Leadership Forum (San Jose)San Jose, Ca

Perspectives by:• Michael Cox, Vice President, Human Resources and Talent Acquisition, Wal-Mart Stores• Gillian Wright, Vice President, Customer Services, Southern California Gas• Patrick Duffy, Chief Experience Officer, Diamond Resorts International• Christine Gagnon, First Vice President - Head of Corporate Customer Experience, OneWest Bank• Gregory Pal, Vice President, Marketing, Strategy & Business Development, Enterprise Division, Nuance

Communications• Joe Gagnon, Senior Vice President and General Manager Cloud Solutions, Aspect• Andrew Diggdon, VP, Customer Experience - Digital Channels, BNP Paribas• Michele Watson, VP Customer Care, Wal-Mart Stores• My Nguyen, Vice President, Customer Loyalty & Quality, SunEdison• Lynn Olson, VP of Sales & Marketing, Performance Technology Partners

april 23, 20152015 the Modern HR environment: Spring (Virtual event)Virtual

Perspectives by:• David Fellows, Senior Vice President and Chief Operating Officer, Human Resources, TD Bank• Lorne Rubis, Chief People Officer, ATB Financial• Gary Glandon, SVP & Chief Human Resources Officer, Rogers Corporation• Mike Bollinger, VP, HCM Transformation, Oracle

UPCoMiNg EvENtS

april 30, 20152015 argyle executive Leadership Forum: Spotlight on the Future of Supply Chain talentnew york, ny

Perspectives by:• Joseph Fitzgerald, Senior Manager, Deloitte• Andrew Vaz, Principal, Deloitte• Stan Brown, VP, Global Supply Chain and Chief Procurement Officer, CA Technologies• Viju Menon, Senior Vice President, Supply Chain Services, Verizon• James Hardy, Chief Supply Chain Officer, Under Armour• Mike Shove, Vice President, Global Supply Chain Management, CSC Global• Rodolfo Santamaria, Vice President Supply Chain Operations, Trade Compliance & Procurement, ADT• Ben Dollar, Principal, Deloitte• Dave Fergus, SVP Supply Chain, Aurora Health Care• Kelly Marchese, Partner, Deloitte

May 6, 20152015 Human Capital Leadership Forum (Chicago)Chicago, iL

Perspectives by:• Sid Chapon, SVP/Director: Operations, People & Culture, Leo Burnett• Donna Dorsey, Vice President, Human Resources, Navistar International• Carole Tomko, Senior Vice President and Chief Human Resources Officer, United Stationers• Cary Sparrow, Vice President, HR and IT, Cargill• Scott Drach, VP, Human Resources, Boeing• Diane Frisch, Senior Vice President, Human Resources, Ingredion• Barbara Halverson, Global SVP, Human Resources, Combined Insurance• Jackie Gordon, SVP, Human Resources & Organizational Development, Chief Human Resources Officer,

YMCA of the USA• Michael Roane, SVP Chief HR Officer, J.E. Dunn Construction Group• Pamela Puryear, Vice President, Organization Development and Chief Talent Officer, Hospira• Julie Loosbrock, Senior Vice President of Human Resources, Deluxe

May 7, 20152015 Customer Care Leadership Forum (Chicago)Chicago, iLPerspectives by:• Jennifer Schmitt, Solutions Consultant, Medallia• Louis Cheung, Head of Quality and Supply Chain Management, Bostik Inc.• Patrick Strieck, Head of Sales and Service, US Contact Centers, BMO Financial Group• Lynn Holmgren, Head of Global Customer Operations, Millicom International Cellular• Jim Becker, Executive Vice President, Benefit Operations, Unitedhealth Group• Frederick Parkinson, Senior Business Consultant, Performance Technology Partners• Lance Gruner, Executive Vice President, Global Customer Care, MasterCard• Lorraine Avery, Senior Vice President and Director of Customer Service, Associated Banc-Corp• David Bradshaw, Vice President, Client Business Support, ING DIRECT Canada

UPCoMiNg EvENtS

May 14, 20152015 Leadership in Human Capital think tank: Ready now - Linking talent Strategy to Business priorities (San Francisco)San Francisco, Ca

Perspectives by:• Matt Paese, Ph.D., Vice President, Succession Management, DDI

May 19, 20152015 Chief information Security Officer (CiSO) Leadership Forum (San Francisco)San Francisco, Ca

Perspectives by:• Justin Dolly, Chief Security & Privacy Officer, Jawbone• Walter Curd, Vice President and Chief Information Officer, Maxim Integrated Products• Vincent Campitelli, VP - Information Security & Risk Management, McKesson• Bashar Abouseido, Vice President, Information Security Risk Management (CISO), Charles Schwab

May 21, 20152015 Leadership in e-Commerce (Dallas)Dallas, tX

Perspectives by:• Teri Merritt, Vice President Brand Marketing & eCommerce - Americas, Marriott• David Young, VP Strategy & Operations, Travelocity• Raj Rao, Vice President, Global eTransformation, 3M• Shafiq Khan, Senior Vice President, eCommerce, Marriott• Cory Jones, VP, Marketing, Frontier Communications• Becky Ploeger, Vice President, Digital Commerce Customer Care, Kohl’s Corporation

May 28, 20152015 Chief Marketing Officer Leadership Forum (atlanta)Atlanta, gA

Perspectives by:• Chris Brogan, SVP, Strategy & Analysis, Hyatt Hotels Corporation• Jenny Watson, Vice President of Online & Direct Marketing, AutoNation• Jeff Gregor, EVP & Chief Marketing Officer - TNT & TBS, and General Manager, TCM, Turner Broadcasting

System• Rob Lynch, Brand President & Chief Marketing Officer, Arby’s Restaurant Group• Steve Robinson, Chief Marketing Officer and Senior Vice President, Chick-Fil-A• Karen Jones, Chief Marketing Officer, Ryder System• William Pate, President and CEO, Atlanta Convention and Visitors Bureau• Kurt Kostur, Senior Vice President Global Marketing and Advertising, Ashley Furniture Industries• Betty Noonan, Chief Marketing Officer, Cree• Eileen Rivera, Vice President, Global Marketing and Communications, Harris Corporation• Michelle Spohnholz, Vice President, Marketing, CSM Bakery Products• Duane Morrow, Executive Vice President & Chief Marketing Officer, Primerica

UPCoMiNg EvENtS

June 2, 20152015 Chief Financial Officer Leadership Forum (atlanta)Atlanta, gA

Perspectives by:• Juan Figuereo, EVP & Chief Financial Officer, NII Holdings• David Cox, SVP, CFO, & Chief Operating Officer, Economist Group• Kevin Wilson, Chief Financial Officer, New Era Cap• June Howard, Senior Vice President, Chief Accounting Officer, Aflac• William Lowe, Executive Vice President and Chief Financial Officer, KEMET Corp.• Gary Crowe, Senior Vice President & Chief Financial Officer, Ricoh

June 10, 20152015 Chief Marketing Officer Leadership Forum: Spring event (San Francisco)San Francisco, Ca

Perspectives by:• Kirstin Falk, Managing Director, Marketing Innovation, Charles Schwab• Alan Shulman, Vice President, Marketing, Just Energy• Keith Colbourn, SVP Loyalty & Analytics, Safeway• Julian Aldridge, VP, Brand Evangelism and Activation, Charles Schwab• Jeff Stalcup, VP Corporate Marketing, McKesson• Mitch Rotter, SVP, Brand Marketing, Ticketmaster

June 11, 20152015 Chief Marketing Officer Leadership Forum: Spotlight on Financial Services (new york)new york, ny

Perspectives by:• Nadine Zukoski, Vice President, Content & Social Media Marketing, JP Morgan Chase• Peter Eliopoulos, CMO, M&T Bank Corporation• Loriann Biggers, Chief Marketing Officer, Navigators Group• Arturo Perez, EVP, Chief Marketing Officer, Citizens Financial Group• Donna MacFarland, Chief Marketing Officer, Retirement Plan Services, Lincoln National• Dmitri Sedov, Global Head of Digital Marketing, S&P Capital IQ• Peter Horst, Senior Vice President, Brand Marketing, Capital One Financial

June 16, 20152015 Chief Legal Officer Leadership Forum (Washington)Washington, DC

Perspectives by:• Peter Wexler, SVP & General Counsel, Schneider Electric• Verona Dorch, Vice President, General Counsel, Corporate Secretary, Harsco Corporation• Jennifer Wuamett, Senior Vice President, Secretary and General Counsel, Freescale Semiconductor• John Kahle, Executive Vice President, General Counsel, Secretary, Kimball International

UPCoMiNg EvENtS

June 17, 20152015 Chief information Officer Leadership Forum (Chicago)Chicago, iL

Perspectives by:• Edward Marchewka, Head of Information Security, Chicago Public Schools• Fred Kwong, Head of Privilege Access Control, Farmers Insurance Group of Companies

September 10, 20152015 Chief Marketing Officer Leadership Forum (toronto)toronto, On

Perspectives by:• Jennifer Steckel Elliott, SVP & Chief Marketing Officer, Danier Leather Inc.

October 8, 20152015 Customer Care Leadership Forum (Denver)Denver, CO

Perspectives by:• Heather Magaha, SVP National Client Service, Wells Fargo

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