CONNECTby

ATTENDEE BROCHURE2018

Spring April 15-17, 2018 Red Rock Casino, Resort & SpaLas Vegas, NV

www.connectcfosummit.com

Connect CFO Leadership Summit

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CIO VISIONSLeadership Summit

CIO VISIONSMid-Market Summit

SCOPEProcurement Summit

SCOPESupply Chain Conference

CONNECTHR Leadership Summit

CONNECTCMO Leadership Summit

CONNECTSales Leadership Summit

CONNECTCFO Leadership Summit

CIO VISIONS

IMPACTAerospace & Defense Summit

IMPACTManufacturing Summit

IMPACTFood & Beverage Summit

Cybersecurity Summit

Quartz Events is North America’s fastest growing producer of invitation-only, executive summits.

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15K

99%

92%

90%

98%

100%

Number of one-on-one meetings facilitated in 2017 alone.

Of attendees felt our events are a more effective use of their time.

Thought our meeting format was a more effective way to research solutions rather than a traditional event.

Saw strong potential in partnering with a supplier which they connected with.

Of attendees felt the quality of our events was above the rest.

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Our EthosOur ‘invitation-only’ approach allows us to facilitate the perfect environment that guarantees you connect with the right people.

You’re invited.Our invitation-only executive events facilitate the opportunity for you to participate and connect with the right people. From our personal concierge service style to the added benefits of our conference pass and peer-led program, we guarantee an unbeatable experience.

You’re in good company.We understand the value of an event is all about the people you meet. Whether it’s networking and benchmarking with industry peers, learning from thought-leaders or finding a solution partner that meets the criteria for an upcoming project – you’ll join an exclusive network of senior-level executives to help you get things done.

You’re in control. Your registration gives you 100% say over your experience. You tell us your interests, the educational tracks that suit you and the solutions you see potential value in – we’ll take care of your planning and scheduling.

Of attendees plan to follow up with vendors they meet at our events.

The most effective way to connect with the

latest technology and innovation.

You’re invited.

Connect CFO brings a fresh new perspective on how to optimize your company’s finance operations. No matter how efficient your finance operations are, there is always room for improvement. The day-to-day challenges of managing people, systems and operations may leave you with little time to keep informed on the latest technology and innovation coming onto the market. To run your finance operations as efficiently as possible, you need access to this information.

Connect CFO is a boiling pot of information, ideas and solutions, pulling together over 500 of the industry’s most influential executives and almost all of the industry’s leading solution providers to push the boundaries of CFO excellence.

WHO ATTENDS?Connect CFO Leadership is attended by senior-level and manager-level finance executives from organizations across North America.

TITLES: CFO / SVP / VP / Director / Manager

JOB FUNCTIONS: Finance

ATTENDEES:

• Access the highest quality educational program in the industry. All sessions are peer-led from senior-level finance executives sharing first hand insights from the field.

• Connect with carefully selected leading solution providers based on their specific needs and areas of interest.

• Network with over 500 of industry’s most influential executives.

• Save company funds when you qualify for the Complimentary Full Access Conference Pass.

• Receive up to 9 CPE Credits for attending our educational program.

• Save time with only 2 days out of the office including travel.

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Conference PassFull access to the event, from educational sessions to networking events.

Overnight HotelWe cover the first night and offer a discounted rate. Spouses welcomed.

5-Star CateringWe treat you to breakfast, lunch, networking receptions and dinner.

What you get:

Our ‘invitation-only’ approach allows us to

provide exceptional service for our

audience.

Custom ScheduleYour registration helps us personalize your schedule for maximum relevancy.

ResourcesOn demand access to allconference presentations after the event.

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You’re in good company.

Who you’ll meet:

Benchmark and network with the movers and shakers of finance.

250+ Influential Peers

Learn from the best in the field and walk away with actionable insights.

30+ Thought Leaders

Meet only the solution providers most relevant for your projects and initiatives

60+ Leading Solutions

Unparalleled networking opportunities with high profile industry leaders.

2.5K Connections

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2 0 1 7 S T E E R I N G C O M M I T T E E M E M B E R S I N C L U D E D :

Lisa Doernr CFOProTrans International, Inc.

Ken Bianchi CFOThompson Creek Window Co.

Ron Izewski CFOJust Born Inc.

Richard Bozzelli CFOFJ Management Inc.

Nick Hawtrey CFOAllied Electronics Inc.

Jim Hurley CFOPort City Group

Kevin Ford CFOGroup Voyagers, Inc.

Brad Junker CFOSwiss Valley Farms Cooperative

Jeffrey Bissell CFO, TreasurerNMG Aerospace

Terra Fenwick CFOStormGeo

Richard RobinsonCFO Sioux Steel Co.

Terri Hartwell Easter PrincipalT.H. Easter Consulting

George Montague CFOSmiths Medical

Paul Feltman CFOCasino Del Sol

Israel Askew CFOEmission Monitoring Service, Inc.

Experienced industry leaders help us design

a relevant and 100% peer-led educational

program.

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2 0 1 7 S P E A K E R S I N C L U D E D :

Lyle Wells National Director of Leadership ProcessesFlippen Group

Cash NickersonPresident, CFO PDS Tech

Terri Hartwell EasterPrincipleT.H. Easter Consulting

Brent MeyersNational VPNvoicepay

Brett BurfordCFOEyemart Express

Mark EcholsDirectorCorporate Tax Incentives

David JonesCFOAMITA Health

Thomas StewartExecutive DirectorNational Center for the Middle Market

David G. DeFreitasGroup CFO - Corporate ServicesCaterpillar Inc.

William PelinoCFO / COOGreater Rochester Ind. Practice Assoc.

Mike WhitmireCEO & Co-FounderFloQast, INC

Matt HowardChief Financial OfficerIndiana Limestone

John EderChief Financial OfficerSeminole Gaming

David HughesCFO & Head of DevelopmentShore Memorial Hospital

Stephanie BanuelosDirectorCorporate Tax Incentives

Vijay RamakrishnanSenior Director, Product MarketingIntacct Corporation

500 Startups Finance DirectorAAA Northeast Vice President, Finance & AdministrationA-America, Inc. VP & CFOAbbott Laboratories Director of FinanceAbbott Laboratories Director, Global Process & Knowledge ManagementAccelerate Diagnostics Head of Financial Planning & AnalysisAccess Health CT Chief Financial OfficerAccess One Vice President of FinanceAcoma Business Enterprises Chief Financial OfficerActsoft, Inc. Chief Financial OfficerAdvocate Program, Inc Director of FinanceAGI Publishing, Inc. Vice President, OperationsAllsteel Inc ControllerAmerican Express VP Finance - North America and EMEA PayrollAmerican Kiosk Management, LLC CFOAMITA Healthcare Chief Financial OfficerAndromeda Systems, Inc. Chief Financial OfficerApollo Education Group Chief Audit ExecutiveApollo Education Group VP Financial Planning & AnalysisAPR Consulting, Inc. CFOAssessment Technologies, LTD VP Finance & COOAustin Regional Clinic, PA VP of FinanceB&H Photo CFO

Baker Bros Flooring CFO and Director of AdministrationBBI CFOBelgacom International Carrier Services (BICS) Chief Financial OfficerBest Friends Acquisition Corp CFOBi-Rite Market Inc. (Bi-Rite Family of Businesses) Director of FinanceBlack Rhino Financial Group Director of Capital MarketsBlue Microphones CFO / COOBMM International VP FinanceBob Mills Furniture Controller/Tax DirectorBovie Medical Corporation CFOBrazosport College CFOBristol ID Technologies Director of FinancebtyDENTAL Group LLC CFOCampus Life & Style SVP FP&ACasino Del Sol Chief Financial OfficerCaterpillar Inc. Group CFO - Corporate ServicesCDG Engineers & Associates CFOChicago Commons Association CFOChildren’s Home Society CFO/TreasurerCity National Bank VP, Group Finance ManagerClarke Power Services, Inc. VP, Group Finance ManagerClassic Hotels & Resorts Area Director of Finance

2 0 1 7 A T T E N D E E S I N C L U D E D :

ClearCorrect CFOClearpier VP FinanceCoker Group Chief Financial OfficerCommodity Specialists Company VP and CAOCommunity Memorial Health System Director of FinanceCommunity Memorial Health System ControllerConcurrent Manufacturing Solutions CFOCumberland Dairy Chief Financial OfficerData-Mail, Inc. Chief Financial OfficerDidion Milling, Inc. Chief Financial OfficerDigital Map Products Chief Financial OfficerDurr Mechanical Construction, Inc. Financial Planning & Analysis ManagerEFG Companies Director of FinanceEisnerAmper LLP CFOElectrical Consultants, Inc. Chief Finance OfficerEllison CFOEmission Monitoring Service, Inc. ControllerE-Mist CFOEnergy Northwest Vice President, Corporate Services & Chief Financial/Risk OfficerEngility VP of Financial Planning and Analysis

Enstrom Helicopter Corporation CFO & TreasurerEntrepreneurs’ Organization CFOEnvision Insurance Company Vice President, FinanceEpitec Director of FinanceEvid Head of Finance and AdministrationEvidation Health, Inc. Head of Finance and AdministrationExcelligence Learning Corporation Head of Finance and AdministrationExcelsior College Chief Financial OfficerEyemart Express Chief Financial OfficerFabric Images CFOFBCS, Inc. CFOFederal Agricultural Mortgage Corporation EVP - CFO & TreasurerFerring Pharmaceuticals Latin America Regional Finance DirectorFJ Management Inc Latin America Regional Finance DirectorFlexim Americas Corporation Director of Finance and AdministrationFollett School Solutions SVP FinanceForward Service Corporation CFOFour Seasons Heating & Air Conditioning Chief Financial OfficerFreeman CFO

Friedman Recycling CFOFrontier Paper & Packaging CFOGiroux Glass, Inc. President & CEOGlobal Healthcare Alliance, Inc. Chief Financial OfficerGMA Fund LLC EVP of FinanceGold Canyon International, LLC Chief Financial OfficerGoodway Group, Inc VP FinanceGoodwill Industries of Northern Illinois Director of FinanceGrant Thornton LLP PartnerGreat Hearts Academies Interim CFOGreen Coal Solutions CFOGroup Voyagers, Inc. Vice President - Finance & AdministrationGSG Fasteners, LLC CFOGulfeagle Supply CFOHaynes International, Inc. CFOHivelocity Ventures Corporation CFOHoffmann, Inc. CFOHostmark Hospitality Group CFOHSM - Hickory Springs Manufacturing Dir. Financial Planning & AnalysisHuntCity, Inc CFOIDEA Health & Fitness / Inspire 360 CFOIGA Capital CFO/Director

InContact CFOIncredible Technologies, Inc VP Finance / CFOInland Metal Technologies Chief Financial Officer & Executive Vice PresidentInner Circle Management, LLC CFOIntegrated Power Services CFOIntelligent Optical Systems, Inc. CFOJohn Beal, Inc CFOJuniper Systems Inc CFOJust Born SVP & CFOKelly Scott and Madison, Inc. CFOKingdomway USA CFOKount Inc. CFOLifelock Chief Audit ExecutiveLitania Sports Group, Inc. CFOLPS Industries CFOLuxe Hotels International Regional Director of Finance / CFOMann Eye Institute CFOMannKind Corporation CEO CFO & DirectorMannKind Corporation SVP Finance, Principal Accounting OfficerMartin Consulting Group CFOMD Revolution, Inc. Chief Financial OfficerMercola.com Health Resources CFO

Miami-Dade County Aviation Department Chief Financial OfficerMina Business Solutions/Millennial Transport Services CFOMoleskine America Finance DirectorMusic Institute of Chicago Vice President and Chief Financial OfficerNanoLumens, Inc. Director of FinanceNational Medical Billing Services VP, FinanceNational Youth Advocate Program Inc. Executive VP (Finance & Admin)Navajo Agricultural Products Industry Chief Financial OfficerNCBA CLUSA Chief Financial OfficerNIMBL VP of FinanceNMG Aerospace Chief Financial Officer and TreasurerNumerify VP of FinanceOakland Industries Director of FinanceOmni Glass & Paint Inc. CFOOne North Interactive CFOOsterman & Company, Inc. CFOPDS Tech, Inc. PresidentPenn United Technologies, Inc. Chief Financial OfficerPetra Industries, LLC EVP & CFOPhillips and Temro Industries Chief Financial OfficerPinnacle CFO

Pioneer Medical Group Chief Financial OfficerPomona USD Assistant Superintendent, CFO, Business ServicesPrinceton University Press CFOProject Management Academy Chief Financial OfficerProTrans International CFORaleigh Enterprises Corporate ControllerRand Group Solutions, LLC CFORedcircle, LLC CFO/COORichardson CFORK Mechanical VP, CFORoyaltyShare, Inc. VP of Finance and ControllerRytec CFOSaintA, Inc. Vice President of FinanceSamba TV VP of FinanceStormGeo Corp Inc CFOSunTrust Banks, Inc. Chief Financial OfficerSwiss Valley Farms Cooperative CFOThermal Mechanics CFOThrush Aircraft, Inc. Chief Financial OfficerTransacXion Technologies SVP FinanceUS Bancorp Investments, Inc. CFO, SVPVirgin Galactic VP FinanceVitality CFOWestern Limited, Inc Chief Financial OfficerXpress Global Systems Corporate Controller

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Results-Driven, Cloud Solutions Provider

2 0 1 7 E X H I B I T O R S I N C L U D E D :

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V I D E O : O U R M O D E L

Your registration gives you 100% say over your experience. You tell us your interests, the educational tracks that suit you and the solutions you see potential value in – we’ll take care of your planning and scheduling.

You’re in control.

What you’ll do:

Average time spent on registration to provide information that will enhance your experience.

10 Minutes

Keynotes, plenary sessions, industry panel discussions, case studies and more.

40 Educational Sessions

The perfect place to connect with peers who can truly make a difference to your business.

6 Networking Actitivies

Face-to-face 25-minute meetings to discover leading solutions guided by knowledgable executives.

25% Research Meetings

Spend most of your time participating in educational sessions and networking activities.

75% Learning Time

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SCHEDULE AT-A-GLANCE

SUNDAY, APRIL 15th

5:00 - 7:00 p.m. Welcome Cocktail Reception & Registration

MONDAY, APRIL 16th

7:30 - 9:00 a.m. Breakfast Buffet

8:00 - 8:50 a.m. Keynote Presentation

9:00 - 1:00 p.m.• Educational Sessions • One-on-One Research

Meetings

1:00 - 2:00 p.m. Gourmet Lunch

2:00 - 6:00 p.m. • Educational Sessions• One-on-One Research

Meetings

7:00 p.m. Cocktail Reception followed by Networking Dinner

TUESDAY, APRIL 17th

7:30 - 9:00 a.m. Breakfast Buffet

8:00 - 8:50 a.m. Keynote Panel Discussion

9:00 -12:10 p.m. • Educational Sessions• One-on-one Research

Meetings

Educational Program Overview

During the 2018 Connect CFO Leadership Summit, you will have the unique opportunity to network with senior peers, share knowledge and hear presentations from a carefully selected group of industry experts. This portion of the event takes up 75% of your time.

This year, the 100% peer-driven educational program will be centered around 5 key themes addressing the most pressing challenges throughout finance.

At Connect CFO, you can customize your schedule by selecting up to 3 educational themes to build a schedule that fits your specific needs and challenges. From keynote, plenary and case study presentations, to panel discussions and round tables. Take control of your learning experience and design your own agenda!

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• Good Banking Relationships: Finding and Improving• Risks and Opportunities in Funding Business Operations• Impact of Robotic Process Automation and Integration• Interest Rate are on the move how to prepare for a changing environment• Latest in M&A trends; Preparation for M&A transactions• Current Middle Market Lending Environment

• What are the Top 3 Technology Items that CFO’s need to Focus On?• BI systems & Cognitive Analytics• Migrating Finance Operations to the Cloud: Pros and Cons• Hot Topics in Process Automation• Artificial Intelligence and its Application for Finance• How to Enable the Paperless Finance Team

• Today’s CFO: Strategic Responsibilities & Relationship Best Practices with an Active Board• Determining the Value of Long Term Costs• Using Data to Drive Strategy: FP&A Changing and Tethering to KPI’s & metrics• Self-service BI vs Value Added Analysis• Why Do Most Acquisitions Fail to Achieve a ROI? /Does Staying the Same Mean Falling Behind?• Strategies to keep Business Unit/Department Leaders Accountable for Their Results

Banking & Capital Markets Practices

Technology & Transition in Finance

• Key Roles & Responsibility of Today’s CFO• Managing Organization Change: Vision, Strategy and Prosperity• Elements of Successful Teams and Developing Next-Generation Finance Leaders• Board Relations, Effective Company Structure, CEO/ CFO Relationship• Staying Ahead of Changing Political Climate.• How to Promote Innovative Thinking in Finance

CFO Leadership & Innovation

Strategic Financial Management

• Aligning to Collaborate: CFO’s role in Board of Director Meetings• Ongoing Cost of Cyber-Security and PCI Compliance• Evolving Role of Internal Audit• Using strategic Planning as a Tool to Manage Risk• 2018 GAAP Revenue Recognition Changes: Lessons Learned for Q1 Reporting• Latest Changes in Compliance

Governance, Risk Management & Compliance

SPRING 2018 KEY THEMES & TOPICS

152017 TOP-RATED SESSIONS

Financial Leadership for the 21st Century John Eder, Chief Financial Officer, SEMINOLE GAMING

The presentation will focus on financial leadership and its changing role over the last 10 years. The focus will be on mentoring, communication and work/life balance for the today’s CFO.

Solve These 5 Team Challenges and Transform Your BusinessLyle Wells, National Director of Leadership Processes, FLIPPEN GROUP

We are all in the people business, and we know that in every industry people are our business. We also know that when people work together there is an exponential impact on the mission and production of the organization. Identifying talent is often the easiest part of our job, connecting and maximizing that talent is the key. In this session we will look at the 5 most significant team challenges and share ways to engage these issues and solve them to create dynamic teams and extraordinary outcomes.

The Softer Side of Finance - Improving the Soft Skills of Your Team Cash Nickerson, President, CFO, PDS Tech

Finance, accounting, systems and risk management are technical skills. Superior service to other company constituents and positive internal results require mastery of soft skills. This presentation will help you boost your skills as a leader and promote an environment that improves the ability of your team to work with others.

What is Going On with Healthcare Costs?David Jones, CFO, AMITA HEALTH

Healthcare benefits costs are a significant portion of any company’s expense base, and con-trolling these costs needs to be part of any financial strategy. Understanding the mechanisms that drive healthcare costs is vital when establishing a strategy to control costs.

Executive Session Planning: Taking the Perspective of the CEO and Board of Directors Terri Hartwell Easter, Principle, T.H. EASTER CONSULTING

According to a recent American Productivity and Quality Center (APQC) Survey, only 14% of participants feel that their organizations have competent leaders in the pipeline. Boards of Directors and the C-Suite now view executive succession as an important risk management responsibility. Ms. Easter will examine how to assess talent risk and how to fast forward identification and development of star performers.

One-on-One Research Meetings

The targeted research appointments are perceived as one of the most valuable elements of the program by attendees. It’s a genuine win - win for both exhibitors and delegates. Please be aware that if you have no interest in researching solutions, this is not a relevant event for you.

This portion of the event reflects around 25% of your time at the conference. The information you provide during registration ensures that we can schedule appointments for you with solution providers that meet your unique needs. We will create a customized appointment schedule for you prior to the event to connect you with only the solutions and services that you have expressed interest in researching, or with specific suppliers you request to meet. This process is designed to put you in touch with vendors that may be of value to your organization. You will have the chance to review, amend and approve your schedule prior to the event.

At the event, you’ll connect with a senior-level executive who has taken time to prepare pertinent information relevant to your company and areas of interest. You’ll have a relaxed informal discussion to understand if their solution is truly aligned to your unique needs. It is without doubt the most time efficient medium to research and understand what cutting edge technology is potentially available to help optimize your operations.

“Networking with other CFOs and being able to discuss similar challenges and solutions we’ve all experienced was the best part of the event for me. It’s a small

time investment for the opportunity of learning new things and making some good connections. In addition to the professional reasons, the locations and

venues have made for a very enjoyable business trip, and would recommend this event to other Finance executives.”

Andrew Lee CPA, MBAChief Financial Officer

Ryonet

Don’t take our word for it. See what executives say

about Connect.

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Hotel & Travel

Red Rock Casino, Resort & Spa 11011 W Charleston Blvd, Las Vegas, NV 89135

ABOUT THE HOTELInspired by the natural beauty of the neighboring mountains, Red Rock Casino Resort & Spa pays homage to the elegant mid-century modern resorts that made Las Vegas famous. Spacious accommodations are designed with modern contemporary décor and a wealth of amenities like no other hotel rooms in Las Vegas, and include a 42-inch HD TV, VOIP internet phones, an automated, fully-stocked private bar and in-room safe.

BOOKING YOUR STAYAccommodations must be booked through the conference organizers and not through the venue directly.

GETTING THERE The closest airport to the hotel is McCarran International Airport (LAS). Red Rock does operate a complimentary shuttle between McCarran Airport and the hotel. Taxis are also available at the airport and cost approximately $50 each way.

Your full access conference pass includes overnight accommodations, meals and networking functions.

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Include Connect CFO Leadership in your 2018 travel plans, and leave the planning and scheduling to us.

C O N T A C T U S F O R M O R E I N F O R M A T I O N

FAQ WHAT SHOULD I EXPECT FROM CONNECT?Genuine and productive conversations. Over the past decade we have designed and conducted summits for thousands of executives in scores of companies, ranging from Fortune 100 to emerging mid-market businesses, and we’ve seen such conversations take place.

WHY IS MY PASS FREE?With the help of our sponsors and model framework, we are able to incur the cost of hosting a limited number of attendees in order to maintain the caliber of networking and engagement that executives have come to expect.

Kristin HennesAttendee Relations Managerkristinhennes@quartzevents.com(424) 334-5143

Riley McLaughlinConference Program Managerrileymclaughlin@quartzevents.com(424) 334-5149

Oliver ThomasConference Director oliverthomas@quartzevents.com(424) 334-5156

Attend the Connect CFO Leadership Summit and get more done

than at any other event.

2200 Pacific Coast Hwy # 307Hermosa Beach, CA 90254

(424) 334-5220info@quartzevents.comwww.quartzevents.com

© 2017 All rights reserved.

Connect CFO Leadership Summit