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25+ Years of Experience

110+ Countries Represented

10,000+ Participating Organizations

240,000+ Business Professionals

Who We Are

CEB is the leading member-based advisory company. By combining the best practices of

thousands of member companies with our advanced research methodologies and human

capital analytics, we equip senior leaders and their teams with insight and actionable

solutions to transform operations.

This distinctive approach, pioneered by CEB, enables executives to harness peer

perspectives and tap into breakthrough innovation without costly consulting or reinvention.

The CEB member network includes more than 16,000 executives and the majority of top

companies globally.

88% of the Fortune 500

82% of the FTSE 100

56% of the Dow Jones Asian Titans 50

For Midsized Companies

Human ResourcesFinance Information

TechnologyLegal, Risk & Compliance Marketing Sales

Procurement & Operations

CEB Finance Leadership CouncilMembership Program Overview

Membership Features

Research and

Insights

We create unique research and tools throughout the year to help business leaders evaluate

new issues and challenges.

Proven Best

Practices

We derive hundreds of tested approaches to solving business challenges from our network

of leading companies.

Advisory SupportOur experts provide executives and their teams with personalized guidance and project support

for pending decisions, new tactics, internal presentations, and other needs.

Decision and

Diagnostic Tools

Analysis and support deliver customized, actionable views of the most important performance

metrics in your corporate function.

Peer BenchmarksRelevant, quantitative data and analysis clarify the most efficient resource allocation and focus

areas with the highest impact.

Executive

Networking

Peer interaction through live events and online discussion groups provides regular perspective

and validation.

Live and Online

Learning Events

Network and learning opportunities include senior executive–only events, staff training,

and skill development.

CEB Finance provides you and your team with a comprehensive set of resources, services, and training opportunities to lift the

performance of the finance function

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Improve Your Function’s Performance Against Its Most Critical Priorities

Insights, Tools, and Templates on the Activities Midsized Company CFOs Consider Most Critical

3 Ways We Deliver Value to Transform Your Operations

Develop business performance

management and growth

planning capabilities.

Improve and build accounting,

back-office, and FP&A processes.

Reduce the cost of investments

in risk management, finance IT

systems, and finance team

training.

Dashboards, Metrics,

and Operating ReviewsGrowth Strategy

Finance IT Systems

Business Partnering

and Analytics

Back-Office

Process Improvement

M&A Targeting

and Integration

Budgeting and

Forecasting

Cash Efficiency and

Credit Access

Finance Organization

and Talent

Internal Audit, Controls,

and Risk Assessment

Our work is always guided by the needs and requests of our member executives – CFOs and finance teams use CEB resources

to accelerate growth, reduce risk, and drive efficiency with specific focus on 10 key finance priorities.

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Peer Benchmarking

Compare your organization’s SG&A spending with hundreds other midsize companies to find opportunities to drive efficiency and scale your central functions

as your organization grows. Our powerful dataset includes more than 250 midsize companies and provides unparalleled benchmarking capabilities. Work with

one of our advisors to use the data and best practices to identify where you are over- or underinvesting.

SG&A Benchmarking

Benchmark all of your core SG&A functions:

• Finance

• HR

• IT

• Legal

• Marketing

• Sales

Receive custom benchmarks that include:

• Industry

• Revenue Size

• Employee Headcount

• Ownership Structure

• Global Complexity

Identify opportunities to increase value, improve efficiency, and invest in the maturity of your budgeting process. Use CEB’s benchmarks to diagnose the root

causes of budgeting process shortcomings by taking a holistic view of budgeting productivity and maturity to give Finance teams short-term improvement

opportunities and long-term process management road-maps.

Budget Productivity Benchmarking

Benchmark key process productivity attributes:

• Clarity & Insight

• Depth & Transparency

• Timeliness & Accuracy

Receive custom benchmarks that include:

• Overall process maturity level

• Cost savings

• Employee efficiency

• System and automation opportunities

Benchmark your Finance IT architecture to receive unbiased, vendor-neutral data on 13 different finance IT system types and dozens of IT vendors. Use

CEB’s benchmarks to inform where you should make incremental system investments, understand how satisfied your peers are with vendors, and implement

best practices to get the most ROI from your investments.

Finance IT Systems Benchmarking

Benchmark 13 different key system types including:

• ERP

• General ledger

• Business Intelligence

• Billing

• Financial Consolidation

Receive custom benchmarks that include:

• Upfront investment

• Operating costs

• Utilization levels

• Vendor satisfaction levels

• Functionality

Use CEB’s powerful benchmarking services, which are included in membership, to see how your organization stacks up to your

midsize company peers

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Diagnostics and Decision Tools

Use CEB’s custom diagnostic services, which are included in membership, to assess your company, function, and processes

Use CEB’s proven Risk Assessment Diagnostic to identify and prioritize your company’s key risks. We used an efficient survey-based approach based on our

extensive risk catalogue to build a customizable risk survey for your organization. Then we collect and analyze the information to prepare board-ready

presentations to guide your risk management discussions and enable more actionable mitigation plans.

Risk Assessment Diagnostic

Assess your key risk areas:

• Strategic Risks

• Financial Risks

• Operational Risks

• Legal & Compliance Risks

• IT Systems Risks

Receive a board-ready presentation that includes:

• Top 10 most important risks

• High velocity risks

• Risk heat-maps

Benchmark your key back-office finance processes against peer companies Use CEB’s benchmarks to prioritize process improvement opportunities for your

company with minimal time investment required of your team. We provide comparisons to focus your improvement efforts and then arm you with advice and

best practice make your processes more efficient and effective

Finance Process Optimization Diagnostic

Benchmark key back-office finance processes:

• Accounts Payable

• Accounts Receivable

• Accounting Close

• T&E/Payroll

Receive custom benchmarks that include:

• Overall process maturity level

• Cost per transaction/activity

• Employee efficiency

• System and automation opportunities

Use CEB’s Functional Maturity Diagnostic to assess the maturity of your finance function and set the course for improvement. The Diagnostic measures

performance across six objectives and 32 discrete activities to guide and validate your functional development plans. Assessment results provide guidance on

immediate action steps and establish a roadmp to mature the function.

Finance Functional Maturity Diagnostic

Assess your finance function effectiveness: in 19 areas, including

• Accounting & Reporting

• Functional Management & Allocation of Resources

• Strategic Execution & Risk Management

• Securing and Managing Funding

Receive custom analysis that includes:

• Analysis of key strengths

• Areas of potential overinvestment

• Priorities for improvement

• Next steps for advancement of top priorities

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Executive Networking Sessions Reserved for CFOs

Tap directly into the world’s largest network of mid-size company CFOs through our in-person CFO-only executive networking sessions. We use powerful

research on critical topics to spark true peer-to-peer learning, so you walk away with tactical ways to dramatically improve your business and develop your

finance function. Our CFOs routinely tell us that these meetings are the best day they spend out of the office every year.

In-Person CFO Education and Networking Events

Join our monthly, CFO-only Virtual Meetings to stay connected with your peer CFOs without leaving your office. We use powerful data and proven best

practices to guide these highly interactive sessions, giving CFOs an opportunity to learn from and share with peers on important, timely subjects.

Virtual CFO Networking Events

2015 Research Topic – Shaping Business Decision Making: Positioning Finance for Higher ROICFOs recognize an opportunity to improve performance by shaping better decisions and are asking their teams increase their influence across the

enterprise. Unfortunately, most CFOs know that finance is falling short – only 1 in 5 CFOs believe their teams are valued contributors to business plans

and outcomes. To influence enterprise-wide decision making, business partnership must be a mandatory piece of the entire function’s mission. Join us to

learn how the most progressive CFOs mobilize their entire function to exercise influence by:

• Defining where they’ll influence by securing business leader commitment to how Finance will support business decisions,

• Lifting the team by challenging them to influence more decisions, and

• Expanding the reach of reporting to guide independent decision-making.

Join CEB’s highly-interactive and informative in-person and virtual networking sessions reserved for our midsize company CFOs

Q1 Topics

Jan – Elevating the Finance Team

Feb – Building More Influential

Reports

Mar – Business Analytics: Finance’s

Role in the New Technological

Environment

Q2 Topics

Apr – Developing Finance’s

Strategies: Increasing Functional

Maturity

May – Accelerating Finance

Processes

Jun – Prioritizing and Managing

Growth Investments

Q3 Topics

Jul – Driving More Productive

Operational Budgeting

Aug – Translating Strategy to Action

Sep – Building Productive Board

Relationships

Q4 Topics

Oct – Building Competitive SG&A

Capabilities

Nov – Planning for 2016

Dec – Building Sustainable Growth

Capabilities

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2015 Session Dates include: Palo Alto, CA; Chicago, IL; New York, NY; London, United Kingdom

Executive Education for Your Key Staff

CEB’s Process Reengineering cohort provides Controllers and back

office managers with powerful research and support to improve

efficiency of back office processes and scale finance to meet the

changing needs of the business

FP&A Cohort

Provide your Controller, head of FP&A and other key team members with powerful peer learning and networking opportunities,

including unlimited CPE credits for your entire organization at no additional cost

Q1

Establishing the Right Controls Level

Q2

Improving Accounting Close Speed

and Driving Business Value

Q3

Improving Decision-making through

Management Reporting

Q4

Maximizing the Value of Finance IT

Investments

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Process Reengineering Cohort

CEB’s FP&A cohort is specifically designed to raise the efficiency and

effectiveness of your FP&A team, giving your rising leaders a unique

forum to learn progressive practices from peers in similar roles at

other mid-size companies

Q1

Building Influential Management

Reports

Q2

Forecasting for Performance Visibility

Q3

Archetypes of FP&A Functional

Evolution

Q4

Defining Excellence in Business

Analytics

Push your finance function forward by exposing your entire team to powerful research, best practices, and peer insight through our unlimited

CPE-accredited virtual meetings. We hosts CPE-accredited several sessions each week on a wide variety of topics across finance. Our

experienced presenters will teach your team new ways to develop their skills and will provide helpful tools and research to push critical projects

forward. Access a library of hundreds of session replays at anytime through our website.

CPE-Accredited Virtual Meetings For Your Entire Staff

Recent sessions include:

• Accounting: Accounting Productivity in a Judgment-Based Era

• Audit: Intelligent Internal Controls and Compliance

• Back Office Process Management: Improving AP Efficiency

• Corporate Finance: Enterprise Cost Management

• FP&A: High-Impact Performance Metrics

• Strategy/Corporate Development: Accelerating M&A Value Capture

• Tax: US Tax Reform Update

• Treasury: Improving Cash Flow Forecasting

Tactical Tools and Resources

Prevent your team from spending unnecessary time building new excel-based model and tools by working from the best practice examples of your peers. CEB

Finance Tools Warehouse houses over 80 downloadable tools and templates you can edit to complete a wide variety of finance tasks more efficiently and

effectively.

Finance Tools Warehouse

Give your accounting team the tools and research to do their jobs more effectively and efficiently using CEB’s Technical Accounting Center. CEB displaces

thousands of dollars of fees by providing members access to proprietary accounting databases, rules libraries and tools.

Technical Accounting Center

Standardize, update or build new accounting policies without taking up the valuable time of your accounting staff. CEB’s Accounting Policy Library includes

over 400 member-donated accounting policies that you can download, copy and edit. These policies cover a huge range of topics to prevent your team from

starting with a blank sheet of paper every time they create a new policy.

Accounting Policy Library

Popular topics include:

• Account reconciliation policies

• Derivatives and hedging policies

• Transfer pricing policies

• Fixed asset accounting policies

• IT and software policies

• Revenue recognition policies

• Approval & authorization policies

• Travel & expense policies

Use CEB’s tactical finance tools, accounting resources and policies to save your team hundreds of hours annually and displace

thousands of dollars in costs

Popular tools include:

• Internal Controls Self Assessment – Assess the effectiveness of your internal controls infrastructure.

• Investment Evaluation Tool – Accurately compare the value of competing growth and capital investments.

• M&A Discounted Cash Flow Valuation Tool – Quickly and easily model the strategic value of potential acquisition targets.

• Finance Competency Model Builder – Build a standardized finance competency model to guide your finance talent development.

Popular resources include:

• AICPA Accounting Research Tool – Unlimited access to FASB codification and authoritative guidance.

• 10-k Wizard – Unlimited access to all electronically filed forms and EDGAR archives .

• GAAP and IFRS Disclosure Writers – Targeted search by accounting topic, industry, form type or disclosure.

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Finance Team Resources

CEB Finance provides your team with a wide array of tools and resources to improve the efficiency and effectiveness of their

day-to-day work

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CONTROLLERSHIP

Controller Name: _______________________

CFO

Finance Staff and Spend Benchmarking

CFO–Board Relationship Resource Center

Enterprise Risk Assessment Diagnostic

Four imperatives of the Strategic CFO Research

Going Public Insight Center

Growth Strategy Resource Center

Investor Relations Insight Center

Job Description Database

M&A Resource Center

High-Impact Performance Management Research

Strategic Plan Creation Tool

Talent Management Resource Center

FINANCIAL PLANNING & ANALYSIS

CFO Name: ____________________________

CFO–Only Monthly Virtual Meetings

Finance Capabilities Diagnostic

CFO-Only Peer Group

CFO-Only In-Person Meetings

Controllers Peer Group

10-k Wizard

Back Office Process Improvement Center

CPE Electives

External Audit Fee Benchmarking Tool

GAAP Disclosure Writer

Process Map Creation Tool

Process Reengineering Cohort

SOX Resource Center

Policy Library

XBRL Resource Center

AICPA Accounting Research Tool

IFRS Resource Center

AP Benchmarking & Maturity Models

Accounting Close Insight Center

Head of FP&A Name: _______________________

Cost Management Insight Center

Analytics Learning Center

Capital Budgeting Resource Center

CPE Electives

Dashboards & Metrics Resource Center

Forecasting Resource Center

FP&A Peer Group

Investment Evaluation Tool

Metrics Selection Guide

FP&A as Business Challenger Research

Planning Assumptions Toolkit

SG&A Benchmarking Service

Business Partnering Resource Center

FP&A Performance 360 Diagnostic

Business Portfolio Assessment Tool

Budgeting Process Improvement Center

Finance IT System Benchmarking

Finance Team Resources - Continued

CEB Finance provides your team with a wide array of tools and resources to improve the efficiency and effectiveness of their

day-to-day work

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CPE Electives

Effective Tax Rate Benchmarking

Transfer Pricing Insight Center

Global Tax Provision Software Provider

Profiles

International Corporate Tax Guide

Tax Director Peer Group

Tax Director Name: ______________________

TAX

Growth Strategy Resource Center

M&A Resource Center

M&A Project Accelerator Toolkit

Macroeconomic Dashboards

Enterprise Risk Management Resource

Center

Strategic Plan Creation Guide

Head of Strategy Name: _________________

STRATEGY

Bank Negotiation Playbook

Capital Structure Insight Center

Cash Efficiency & Credit Access

Resource Center

Credit Facility Benchmarking Report

Finance Calculators

Derivatives and Hedging Insight Center

Treasurers Peer Group

Working Capital Benchmarks

Treasurer Name: ________________________

TREASURY

INVESTOR RELATIONS

Board Resource Center

Investor Analyst Hotspots

Investor Relations Insight Center

Investor Relations Tools and Templates

Going Public Resource Center

Investor Relations Peer Group

Executive Compensation Tools

Head of IR Name: _______________________

Audit Committee Reporting Templates

Audit Plan Guides

Audit Plan Hotspots

Crisis Management Center

Enterprise Risk Management Center

External Audit Fee Benchmarking Tool

Internal Controls Assessment Tool

Quarterly Emerging Risk Update

RFP Generator

Risk Assessment Diagnostic

Risk Migration Center

Internal Audit Peer Group

SOX Compliance Center

SOX Tools and Templates

Internal Auditor Name: __________________

INTERNAL AUDIT

Cash & Credit Forecasting Tool

CPE Electives

Strategic Progress Tracker

Business Portfolio Assessment Tool

Strategy Offsite Planning Guide

Growth Strategy Resource Center

CPE Electives

Meet with your account manager to:

■ Generate on-demand access for

you and your team and

■ Outline service needs and

priorities for the year.

Take our Process Optimization

Diagnostic to assess

opportunities for back-office

process improvement.

Introduction to

membership

Review your Process Optimization

results and recommended best

practices with a CEB research

director.

Learn and discuss innovative

operating approaches at a live

or virtual CFO-only meeting.

Nominate a member of your team

to participate in our quarterly

Process Reengineering Cohort

to learn practitioner approaches to

implement change.

Strengthen team skills through

online learning, tools, and

templates from our member-only

website.

Customized Support Plans for Your Priorities

Enable GrowthTransform the

DepartmentReduce RiskIncrease Efficiency

Your dedicated account manager and our research support team will work with you to plan out a successful year of membership

and will align our tools, training, resources, and custom service to advance your key priorities

Sample Member Service Plan to Increase Back Office Process Efficiency

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Member Value Example – Lastar Inc.

Tasked by the board with finding operational efficiencies, Lastar’s finance team needed an efficient way to compare the

company’s cost base to that of peer organizations. Using our SG&A Benchmarking service, Lastar was able to

identify opportunities to cut costs and enable more productive conversations about funding future growth plans.

CEB’s custom SG&A Benchmarking and research helped Lastar’s finance team cut more than $150,000 of unnecessary cost

and reallocate resources to higher value areas

Member Challenge

Reactive and Incremental Planning Process Inhibited

Growth• Relied on internally driven assumptions about overhead efficiency

• Questioned whether spending allocation was in line with peers

• Needed a mechanism to drive planning discussions to areas of

strategic focus

CEB Solution

CEB SG&A Benchmarking Services• Used our customized SG&A benchmarking report to compare relative

spending and staffing across corporate center functions with 120 peer

companies

• Employed insight from peer finance executives to validate planning

assumptions (e.g., GDP and compensation) and build confidence in the

finance team’s strategic guidance for the business

• Used our SG&A benchmarking to produce a presentation that provided

financial and operational recommendations to the executive team

Results

Improved Strategic Resource Planning Process• Focused executive- and director-level conversations on decisions about

• strategic trade-offs instead of debating internal assumptions

• Identified areas of spending where over- or under-funding could prevent

• Lastar from achieving its strategic objectives

Identified Resource Cost Savings and Resource Reallocation Opportunities• Uncovered over $150,000 of potential savings in the HR department

• Refocused IT resource planning on long-term solutions instead of short-term work-around fixes

that could increase IT risk

• Identified that the sales function was overfunded relative to peers,

• potentially hindering conversion and rep productivity

“We use the CEB SG&A report

in our executive planning session

each year to deflate tension in the

room and force tough conversations

about areas of strategic importance.

It helps the finance team develop

recommendations for the board.”

Michael Caruso

SVP Finance

Client Testimonial

Situation

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