Finance Transformation Summit

Transforming Finance for Effective Business Support

September 9, 2014Boston, MA

Confirmed Speakers

Confirmed Speakers Information

• VP, Business Transformation, Kraft• VP, Program Manager, M&T Bank• Managing Director, Shared Services, BlackRock• CFO, TydenBrooks• Sr. Director, Finance, Johnson & Johnson• VP, Finance, Boston Children’s Hospital

• Director, Finance Optimization, Sony• CFO, PlaceIQ• VP, Finance, Tidemark• CFO, BlueStar• CMO, Bitcoin Shop• Sr. Director, Shared Services, Commercial Metals

Company

Speaking at the FP&A Innovation Summit

Past Delegates include• VP, Finance - NBC Universal

• Director, Finance - Nestle

• Director, Global Finance - Johnson & Johnson

• Vice President - Bank of America

• VP, Finance - Red Bull

• VP, Finance - Intel

Who Will You Meet?There is no question that IE. provides the gold standard events in the industry and will connect you with decision makers within the finance industry. You will be meeting senior level executives from major corporations and innovative small to medium size companies.

Job Title Of Attendees

President/Principal

SVP/VP

C-Level

Snr. Director/Director

Global Head/ Head

Snr. Manager/Manager

Academic (1%)

78%

1000+ Employees300-999 Employees50-299 EmployeesLess than 49 Employees

Company Size Of Attendees

8%

11%

25%56% 81%Attendees are

companies with at least 300

employees

3%

21%

12%

42%

13%

8%

Attendees are at Director level or above

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The  Finance Transformation Summit   is running as a 1 day track alongside the flagship FP&A Innovation Summit on September 9.

Finance transformation leverages new reporting tools, analytic platforms and shared service models to reduce the burden of reptitive, non-value adding tasks on the finance function.

This provides the finance function with a standardize, accurate financial planning and analysis strategy, and a platform for effective partnerships across the business.

About The Summit This summit will share experiences and best practices for implementing finance transformation projects, and will feature keynote presentations, interactive panels and breakout workshops from leaders in the field.

Presentation Topics Include:

• The Factors Behind a Successful Transformation Project• Automating Repetitive, Non-Value Adding Tasks• Ensuring the Sustainability of The Transformation• Cloud Based Financial Planning• Shared Service Center Deployment• Using Predictive Analytics and Big Data

& many more...

Rajan is Vice President – Business Process Excellence at Kraft Foods Group. In this role he is responsible for driving process transformation towards linking strategy and execution excellence in pursuit of the company’s goals of customer satisfaction, innovation, cash flow excellence, and cost competitiveness. Rajan’s professional tenure includes senior leadership roles at – Ford, Kellogg, Philips Medical Systems, and JBS Swift. He also founded and led a consulting business engaged in business process transformation and integrated change management to drive operational excellence.

Aligning Transformation Initiatives to Drive Sustainable Change and Benefits

This presentaontion will explore:

• Understanding the "transformation" paradigm• Leveraging the finance process view• Viewing through a "horizontal" lens• Connecting the "enterprise"• Linking "shared services" to operational excellence

Rajan NagarajanVP, Business TransformationKraft

Speaker Information

Bonnie ChanCFOTydenBrooks

Bonnie H. Chan joined TydenBrooks Company as CFO in October 2013.   Prior to that she held various key financial management positions with Borden Dairy, Optimum Nutrition, Sara Lee, and Dean Foods.   Her specialties include M&A deals, post-merger integration, process improvement, and ERP implementation.   Bonnie has a master’s degree in accounting from The University of Texas at Austin and an MBA in strategy from Kellogg School of Management, Northwestern University.  She is also a CPA.

Finance Transformation - From Bean Counting to Bean Growing

Bonnie will discuss the journey of transforming her team from accounting- to finance-focused.   The discussion will cover: using data management technology to align with organizational structure and process; creating collaboration and standardization in a global finance team that spans N. America, Europe, and Asia; and implementing tools that facilitate this cultural change.

Mike PolahaSenior Director, FinanceJohnson & Johnson

Michael Polaha is Senior Finance Director at Johnson & Johnson responsible for driving efficient and effective processes and technologies in the Transact and Protect areas. Under Mr. Polaha’s leadership, the company realized significant cash flow benefits and savings, reductions in risk exposure, and transactional efficiencies in key process areas. Several of the initiatives he directed involved the deployment of a finance global template in Latin America and a global credit model, implementation of finance and accounting technologies, and the commissioning of a “One AP” ERP in support of a global procure to pay project.  Mr. Polaha graduated from Lehigh University with a Bachelor of Science in Accounting and a Master of Business Administration in Accounting. 

Johnson & Johnson’s Finance Transformation Journey

Johnson & Johnson has been on a systematic, transformational journey to increase the efficiency and effectiveness of its core finance functions.   The fundamental principal of the enterprise’s finance transformation program was to retain its highly value business partnering aspect of the function while delivering the service to the business in a more efficient and cost effective manner. In the presentation, I will review the “call to action” that energized the initial need to establish our finance shared services network.   I will touch on the scope and scale of the original network.   As a second step in the journey, I will describe how finance helped to drive the establishment of our “Back to Basics” business systems transformation program to further enable operational efficiency. Lastly, I will briefly touch upon Johnson & Johnson’s Enterprise Standards and Productivity Program which will further refine activity and service placement for Finance in the broader confines of an Enterprise Business Services structure. 

Jeff ManhardtVP, Program ManagerM&T Bank

Jeff Manhardt has over 16 years of work experience in network engineering, system implementation and project & program management.   Jeff's professionalism, extensive banking experience and strong community leadership serves the Bank & community with distinction.Over the last 8 years, Jeff’s results oriented, process driven leadership approach has culminated with projects completing within 10% of time and cost.  Jeff serves on the board of the PMI Buffalo chapter, was the founding president of the IIBA Buffalo chapter and is an adjunct professor.   Jeff is also a popular speaker at PMI chapters locally and internationally.  He holds a BS degree in Business Management and is the principal owner of the Dramjam Consulting organization.

Data Center Relocation & Management

As M&T Bank generates more data, the current infrastructures have reached capacity. As such a new data center is being established, which is larger and has greater analytical potential. Jeff will discuss how the bank is managing the exponential increases of data that the bank is generating and how the bank is setting up a new data center to service the finance function.

The Transformation of Finance Through Technology

Matthew Novick will share his experiences of transforming Finance through technology. He will discuss how the finance function can be scaled alongside the growth of the enterprise, and the importance of building teams with the correct skill sets. Matt will also discuss data driven forecasting and how finance can take advantage of advanced business intelligence tools.

Matthew NovickCFOPlaceIQ

Matt is the Chief Financial Officer of PlaceIQ. He was previously CFO of Persado and prior to that CFO and Vice President of Sales Operations at Magnetic Media Online, a provider of digital advertising technology.   Prior to Magnetic, Matt spent past six years in both finance and sales operations at AOL. While at AOL, Matt held numerous positions where he was charged with everything from analyzing sell-through rates and CPMs, to organizing sales expenditures and revenue. Before AOL, Matt worked as a business consultant at IBM in the government projects group.

Bruce WeinbergSenior Director, Shared ServicesCommercial Metals Company

Bruce Weinberg joined CMC in 2007 initially as a consultant to assist with the reorganization of IT and was hired full time in 2008 as the global applications manager for CMC IT. During 2011, Weinberg began his assignment as director of global recycling process with responsibility for system, process and automation of the 55 metal recycling branches worldwide. In 2013, Weinberg accepted the role of senior director for IT global shared services, where he leads a team responsible for all IT systems and processes related to business intelligence, finance, accounting, treasury, human resources, legal, internal audit and safety.   Before joining CMC, he worked for American Leather as COO and CFO, which included responsibility for IT.

D a t a b a s e , R e p o r t i n g a n d P e r f o r m a n c e Management Consolidation

A 100-year-old company in an industry built on acquisitions, Commercial Metals Company found itself, like many large companies, with a plethora of databases, reporting tools, thousands of reports and an inconsistent set of metrics. To consolidate their diverse sources of data, CMC leveraged a real-time solution to drive process improvements in their performance management platform. In this session, Bruce Weinberg will share CMC’s experience in reshaping the conversation around measurement, analytics and data management to drive toward the elusive single source of the truth and customer self-service reporting. 

Charlie KiserChief Marketing OfficerBitCon Shop

Charlie Kiser is currently Chief Marketing Officer at the BitCoin Shop ,a publicly traded ecommerce marketplace that offers consumers, vendors, retailers and brands a platform to access the rapidly growing virtual currency economy. Charlie is responsible for the overall marketing and business development strategy.

How Virtual Currencies can Transform FP&A, Marketing & Compliance

Bitcoin, and virtual currencies are changing the landscape of the global financial ecosystem at every level. Consumers, businesses and governments are both embracing and yet struggling to apply traditional behavior, principles and governance to a financial concept that, like the internet, has transformational impact to those who can understand its value. Hear from a public company how the impact of virtual currencies can affect financial planning, marketing and compliance. Learn how virtual currencies are disrupting traditional payment relationships, and could change the bottom line of companies forever. 

Information Coming Soon On...

The Information

Silver Pass

$895Access to Finance Transformation

sessions and 7 days access to presentations from ieOnDemand

$695Early Bird Price(before July 11)

Diamond PassIncluding FP&A Innovation

$2095Access to all sessions and annual subscription to the Finance and

Operations channels via ieOnDemand

$1895Early Bird Price(before July 11)

Gold PassIncluding FP&A Innovation

$1895Access to all Sessions & unlimited

access to presentations via ieOnDemand

$1695Early Bird Price(before July 11)

Finance Transformation SummitDate: September 9, 2014Location: Boston, MAVenue: Seaport Hotel Boston

For 1 day passes, larger groups or special requests contact Zain Yasin by calling +1 415 992 5352 or email zyasin@theiegroup.com

* Team discounts are applicable at the point of registration only.

Ways to Register

+1 415 992 5352 +1 323 446 7673 Click Here to Register

Group Discount Offers3 Silver Passes: $2100 ($700 per attendee)5 Silver Passes: $3000 ($600 per attendee)3 Gold Passes: $4200 ($1400 per attendee)5 Gold Passes: $6250 ($1250 per attendee)3 Diamond Passes: $4800 ($1600 per attendee)5 Diamond Passes: $7250 ($1450 per attendee)

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Registration Pricing

Live Stream and On-Demand

$600Full access to a live recording of the

summit presentations

Access to IE.membership siteto view the event

materials

7 Schedule

Networking Drinks 17.40 - 19.00

Session One 08.30 - 10.30

Coffee Break 10.30 - 11.00

Session Two 11.00 - 12.20

Lunch 12.20 - 13.30

Session Three 13.30 - 15.10

Coffee Break 15.10 - 15.40

Session Four 15.30 - 17.40

08.30

10.30

11.00

12.20

13.30

15.10

15.40

17.40

19.00

Session Eight 15.30 - 17.00

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Access All Areas!Buy a Gold Pass & Gain Full

Access to the Flagship FP&A Innovation Summit

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1. Delegate Information...

2. Pass Types...Early Bird Pass Options until July 11, 2014

Early Bird Silver: $695 Attendees ____ Early Bird Gold: $1695 Attendees ____ Early Bird Diamond: $1895 Attendees ____

Regular Pass Options after July 11, 2014 Silver Pass: $895 Attendees ____ Gold Pass: $1895 Attendees ____ Diamond Pass: $2095 Attendees ____

Group Discount Pass Options 3 Silver Passes $2100 ($700 per attendee) 5 Silver Passes $3000 ($600 per attendee) 3 Gold Passes $4200 ($1400 per attendee) 5 Gold Passes $6250 ($1250 per attendee) 3 Diamond Passes $4800 ($1600 per attendee) 5 Diamond Passes $7250 ($1450 per attendee)

For larger groups or special requests contact Zain Yasin by calling +1 415 992 5352 or email zyasin@theiegroup.comGroup passes only available when all participants register together.

Pass Descriptions:Silver Pass: Access to Finance Transformation Summit, Networking Drinks & 7 days access to the presentationsGold Pass: Access to all sessions, networking events & and unlimited access to the presentationsDiamond Pass: Access to all sessions, networking events and annual subscription to ieOnDemand Finance & Operations Channels

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Prices are exclusive of VAT. Places are transferable without any charge to another Summit occurring within 12 months of the original purchase. Team discounts are applicable at the point of registration only. Any cancellations within a group registration will in turn incur an increase in registration fee for the remaining group participants. Cancellations before August 11 2014 incur an administrative charge of 50%. If you cancel your registration after August 11 2014 you will be charged the full fee. You must notify The Innovation Enterprise in writing of a cancellation, or you will be charged the full fee. The Innovation Enterprise reserve the right to make changes to the program without notice. NB: FULL PAYMENT MUST BE RECEIVED BEFORE THE EVENT.

Registration FormFinance Transformation SummitSeptember 9, 2014 Seaport Hotel Boston, MAFor registration or more information on the program, please call Daniel on +1 (415) 692 5371, or fax this registration form to +1 (323) 446 7673

3. Payment Options...

JulyTreasury Management SummitJuly 10 & 11, Boston

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SeptemberFinance Transformation Summit September 9, Boston

FP&A Innovation Summit September 9 & 10, Boston

Risk Management Summit September 11 & 12, Boston

MayFinance in Pharma & Healthcare SummitMay 14 & 15, Philadelphia

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DecemberController SummitDecember 3 & 4, Boston

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CFO Playbook for Private CompaniesNovember 19 & 20, Miami

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2014 Calendar

SeptemberCompliance & Regulation Summit September 11 & 12, Boston

CFO Rising EuropeSeptember 17 & 18, London

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