May 15-17, 2013 The Ritz-Carlton, Marina del · PDF fileThe Ritz-Carlton, Marina del Rey...

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Celebrating five years of premier learning

CFO 2013: The Essential CFO –Maximizing opportunities in a rapidly changing environment

May 15-17, 2013 The Ritz-Carlton, Marina del Rey Marina del Rey, CA

Pre-Conference Value-Added WorkshopsWednesday, May 15th

A unique program is designed for Cfos ... by Cfos. Industry experts demonstrate proven methods to effectively lead your organization, manage risk, and achieve success.

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100 by 2/5/13

Super Early Bird

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Distinguished speakers include:

hotel cutoff date: 4/16/2013

hon. David M. Walker Putting Government’s Finances in Order

James glassman Economic Update and Outlook

Karen ferguson Macleod The Time Is Right for Flexible Leadership

Register by 2/5/13 SAVE $100!2

David Walker, founder and CEo of the Comeback America Initiative (CAI), is leading efforts to promote fiscal responsibility and achieve solutions to America’s fiscal imbalances. He previously served as initial president and CEo of the Peter G. Peterson foundation. for almost ten years, he served as the seventh Comptroller General of the United States, and head of the U.S. Government Accountability office (GAo). He has over 20 years of

private sector experience with Arthur Andersen LLP. He is a member of The Public Company Accounting oversight Board’s Advisory Committee and author of the best-seller, Comeback America: Turning the Country Around and Restoring Fiscal Responsibility.

Karen Ferguson Macleod, CPA, is president of Tatum LLC, now part of Randstad, one of the nation’s leading providers of executive-level professional services. Karen co-founded Resources Global Professionals, a publicly traded global professional services firm, in 1996. She was instrumental in conceiving its business model and building that organization, leading all aspects of North American operations. She served as Executive

Vice President and Regional Managing Director – Northern California, Tri-State, Northeast and Eastern Regions, U.S. President, Liaison to European operations, and Chief Strategy officer. She also served on the company’s Board of Directors from 1996 to 2009.

Dr. Tom Steiner, nationally noted EnterTRAINer, is a Ph.D. as well as a professional stand-up comic. He has been a professional speaker, management consultant and teacher for the past 20 years. He has made presentations and provided training programs to more than 300 major corporations in the U.S. and Canada, and performs over 100 engagements annually. Dr. Tom has worked as a director of corporate training, university professor,

elementary school principal, stand-up comic, rock and roll guitarist and a part-time U.S. postal employee. However, he credits most of what he learned to driving taxi cabs and selling door-to-door in New York City. He knows what makes people tick and he talks about it.

Dr. Lawrence Bienati, Ph.D., Senior Principal, Consultants to ManagementMichael Foster, CISA, CISSP, PCI, QSA, Author & President, The foster InstituteTed Schwab, Partner, oliver Wyman David Young, VP Stadium operations, Kansas City Chiefs football Club

Ralph Bender, Cfo, Manship MediaRobert Fowles, Cfo, opus one WineryBeth Nilsen, Cfo, West Yost AssociatesSandy Sloyer, VP finance, MedDataS. Lee Terry, J.D., Partner, Davis Graham & Stubbs

General Session Speakers

CFO Hot Topics Panelists

James Glassman, Managing Director & Senior Economist, JPMorgan Chase & Co., works closely with the firm’s chief investment officer, commercial banking, investment banking, and government relations groups. He publishes independent research on the principal forces shaping the economy and financial markets. His views are widely cited

in the financial media, where he is a frequent commentator on economic policy issues.

Keynote Speakers


Gain a deeper understanding of today’s challenges facing CFOs, while developing the strategic skills

to manage risk and achieve success.As economic conditions become more complex, CFOs need to have a robust portfolio of strategic ideas and innovative business solutions to optimize value for their organizations. It is critical to possess the skills, knowledge and methods to react quickly and decisively to economic and legislative changes. Cfo 2013 – the essential Cfo is an intensive two-day event covering key issues for CFOs. This unique conference is developed by CFOs for CFOs. Industry experts will guide you through profound changes that are shaping our world and help you make the best decisions for your organization’s future.

Who Should AttendCFOs, CEOs, COOs, CAOs, CROs, finance directors, investment bankers, directors of treasury, chief audit executives, audit committee members, loan officers, leaders of professional services firms and top-level financial executives.

build Your Network as You build Expertise.Starting with a provocative schedule of sessions at the pre-conference workshops, and throughout this informative two-day conference, you’ll benefit from the insights, knowledge and experience of leaders in business and industry. Continue to build your own personal network with peers, speakers and committee members during interactive open forum discussions, welcome reception, networking reception and daily networking lunches.

Top Experts. Targeted Analysis.Big Ideas.Leading experts and thought leaders will offer insights and focused analysis from a CFO perspective on a variety of key issues, including the post-election economic landscape, tax updates, strategic planning, budgeting strategies, emerging risks and risk management, impact of healthcare reform, doing business abroad, corporate governance, and technology challenges and solutions.

Risk Management: How to Protect Your Organization

IT Security Issues: Top Vulnerabilities & Practical Solutions

Strategic Planning for the CFO Leverage the Skills of Influence to Achieve Greater Results

Effective Corporate Governance Doing Business Abroad Business Lending Opportunities for CFOs

Improving Performance with Continuous Planning & Rolling Forecasts

Economic Update & Forecast CFO Hot Topics Panel A New Look at the American Healthcare System

Hot Topics

Dinner CruiseMediaBronze

Thank You to Our Sponsors!


Conference Agenda

WEdNESdAY, MAY 15 / PRE-CoNfERENCE WoRkShoPS & MAIN CoNfERENCE / dAY oNE

8:30 am - 6:45 pm registration open9:00 am - 10:30 am roundtable sessions (complimentary) RT1 The CFO Alliance Roundtable Discussions SKA

Hosted by The CFO AllianceRegister separately for these complimentary roundtable discussions. It’s an excellent opportunity to meet peers and receive complimentary CPE credits. Join The CFO Alliance, an exclusive global community of CFOs, senior financial leaders and decision makers, who come together to share their experience and knowledge. The CFO Alliance helps financial leaders network and receive guidance to help them act effectively and decisively, driving their continued success as financial leaders. Relationships developed through The CFO Alliance make executives more effective today and offer long-term investment throughout their careers.

10:30 am - 11:20 am solutions sessions (complimentary) S1 Solutions Session

Topic to be announced. S2 Solutions Session

Topic to be announced.11:30 am - 12:20 pm solutions session (complimentary) S3 Liquidity & Succession Planning Using ESOPs: State of the Market F

Steven Greenapple, Shareholder, Steiker, Fischer, Edwards & Greenapple, P.C. , Morristown, NJMerri Ash, Vice President, First Bankers Trust Services, Inc., Quincy, ILAre you or your clients interested in selling a business in a tax-advantaged private transaction where the owner controls the timing and amount of sale? Learn how company stock can be sold to an Employee Stock Ownership Plan (ESOP) in a structure that’s tax-prudent for the owner, the company and the ESOP; get an update on the state of the financing markets for leveraged transactions in private company stock; and learn how proceeds from the sale can be invested wisely.

S4 Bank of America Merrill Lynch Solutions Session Speaker and topic to be announced.

12:20 pm - 1:00 pm Lunch on your own1:00 pm - 4:00 pm pre-Conference Value-added Workshops (additional fee) 101 Working at the Speed of Trust SKA

William J. Swedish, MA/ABS, President, Swedish Consulting LLC, Seattle, WAWouldn’t we all like to dramatically lower costs, speed up results, and increase influence and profitability? This highly interactive workshop from Franklin Covey will engage you in the real work of identifying and closing the trust gaps that exist in your organization. Instead of paying outrageous “trust taxes,” you can begin to realize the benefits of “trust dividends” quickly as you apply these very practical learning experiences. Based on the best-selling book, The Speed of Trust, by Stephen M. R. Covey, it draws on years of hands-on experience and research into the trust factor in business and society. Learn from real-life work activities, not theoretical models or hypothetical cases. Valuable takeaways include:• Understanding the real, measurable “trust taxes” you might be currently

paying without even realizing it • Specifically how to change “trust taxes” into “trust dividends” • Personalized action plans to build trust accounts with all stakeholders • The “language of trust” to be used as an important cultural lever • How to make building trust an explicit goal

Select One Concurrent Session



Topics and speakers are subject to changeSponsorship

bMo-business ManageMent & operations e-eConoMiCs f-finanCe Mas-ManageMent aDVisory serViCes p/hr-personneL/hrsKa-speCiaLizeD KnoWLeDge & appLiCations t-tax

FIELDS OF STUDY

OPP RTUNITYIt’s what CGMA stands for.

Officially, it’s Chartered Global Management Accountant. Established by AICPA and CIMA, two of the world’s most prestigious accounting bodies, CGMA is a new designation representing

accomplished professionals that drive and deliver business success, worldwide.

Find out more at cgma.org

C2B_CGMA_spacefiller_HorizontalAd.indd 1 2/13/12 10:13 AM







1:00 pm - 4:00 pm 102 Business Analytics for Decision Making BMOGary M. Cokins, Founder and CEO, Analytics-Based Performance Management LLC, Cary, NCOrganizations embracing business analytics gain insights for better and more timely decision making. Business intelligence (BI) reporting uses stored data that first must be cleansed and integrated from disparate source systems and then transformed into information. Analytics produces new information. Corporate performance management (CPM) methods then leverage and deploy the information. Predictive analytics are important because organizations are shifting from managing by control and reacting to after-the-fact data toward managing with anticipatory planning so they can be proactive and make adjustments before problems arise. Most companies rely on gut feeling, rather than hard data, when making decisions. What is needed today is the seamless integration of managerial methodologies. Analytics with statistics, including regression and correlation analysis, provide organizations with insights to make better decisions and take action. Volatility and absent boundaries from globalization are the new normal. This session by a leading practitioner addresses: • What forces have caused interest in business analytics and statistics to

become a competitive advantage differentiator? • What is the difference between business analytics and business intelligence? • How the appllication of business analytics increases the power of corporate

performance management methods (e.g., demand forecasting, strategy execution with KPI scorecards, customer profitability analysis, and risk management)

WEdNESdAY, MAY 15 / MAIN CoNfERENCE bEgINS / dAY oNE

4:20 pm - 5:35 pm Keynote session 1 Putting Government’s Finances in Order SKA

Hon. David M. Walker, Founder & CEO, Comeback America Initiative & Former U.S. Comptroller General, Bridgeport, CTMr. Walker will review the true financial condition of the federal government as well as selected states and localities. He will discuss the common challenges, needed accounting/reporting changes, and the type of policy reforms that are necessary to restore fiscal sanity and financial stability.

5:35 pm - 6:35 pm Keynote session 2 The Time Is Right for Flexible Leadership SKA

Karen Ferguson Macleod, President, Tatum LLC, New York, NYAs economic uncertainty lingers, companies of every size are seeking new ways to maintain high operating standards and stay competitive, while preserving bottom lines. This imperative has given rise to the flexible leadership model. Hiring senior financial talent, even in the C-suite, on a short-term basis to improve operations and execute initiatives is becoming one of the most notable responses to the demands of 21st century business. This session will discuss the specific drivers of this trend, and offer insight and guidance into the ways organizations of every size can adopt this approach.

6:35 pm - 7:35 pm Welcome reception

ThuRSdAY, MAY 16 / MAIN CoNfERENCE / dAY TWo

7:00 am - 6:00 pm registration open7:00 am - 7:50 am Continental breakfast7:50 am - 8:00 am Chair opening remarks8:00 am - 9:15 am Keynote session 3 Economic Update & Outlook E

James Glassman, Managing Director & Chief Economist, JPMorgan Chase & Co., New York, NYThis session will discuss the prospects for the emerging U.S. and global economic recoveries, and the implications for policies and markets. It will focus on the long-term challenges, including the fiscal options posed by the dire outlook for the government’s healthcare obligations.

Select One Concurrent Session (continued)












Conference Agenda9:15 am - 10:30 am general session 4 Strategic Planning: The “New Normal” in Developing & Driving Successful Execution BMO

Lawrence M. Bienati, Ph.D., Senior Principal, Consultants to Management, Inc., Benicia, CAThousands of books, theories, best practices, well-meaning consultants, practitioners – yet why do most strategic and business plans created by an organization achieve a less-than-50% successful outcome? It’s time to revisit what the “new normal” is as it relates to the development, engagement and eventual execution of successful strategic planning in your organization. Key takeaways include: • Appreciating why most strategic plans fail • Identifying critical success factors in the design and implementation

of successful strategic plans • The importance of contingency and scenario planning systems in

plan formulation • Techniques for ensuring shared accountability to drive execution

across all strata of the organization • Sharing practical toolkits and resources for future use and application

10:30 am - 10:50 am refreshment break & exhibits open10:50 am - 12:05 pm general session 5 IT Security Issues, Top Vulnerabilities & Practical Solutions for Protecting Your Company’s Networks BMO

Michael D. Foster, CISA, CISSP, PCI QSA, Author, The Foster Institute, Inc., Napa, CAUsing computer “street smarts” to increase profit and productivity is very important in these days of technological and economic change. That’s why knowledge of tips and tricks of using technology, explained in plain English, plays such an important role in achieving success for successful executives. Through technology demos, statistical analysis, discussions of current IT events, participants gain useful knowledge to save time and money related to managing IT. This session addresses and discusses the major IT pain points discovered through a short pre-event survey. Hear practical solutions to transcend the challenges that are working in the real world at other companies. Live demonstrations using at least three laptops – even a Mac – reveal simple ways to accomplish tasks and highlight principles that improve organizational bottom lines. Leave with concrete action items to implement with minimal monetary investment (if any), as well as a personal checklist of simple, valuable action steps to save money by ensuring IT investments are in line with IT best practices.

12:05 pm - 1:05 pm networking Lunch1:05 pm - 2:20 pm Concurrent sessions 6 Leverage the Skills of Influence to Achieve Greater Results SKA

William J. Swedish, MA/ABS, President, Swedish Consulting LLC, Seattle, WAFew, if any, of us can achieve success without having to rely on others, to build effective coalitions and motivate others to do what we need them to do. In this session, participants will gain a deeper understanding of the principles behind effective influencing and take away practical ideas and approaches to building effective influencing skills. In particular, participants will take away expertise and best practices on the following topics:• The role of developing credibility and trust in building effective influence –

and how to do it• The role of networking and building relationships with those with whom you

would like to influence – and how to develop those relationships• Best practice methods to evaluate the effectiveness of your influence efforts• How to develop an influence strategy – participants will be invited to apply

what they have learned into a specific opportunity they currently have to exert influence in their organizations


















1:05 pm - 2:20 pm 7 Beyond the Fiscal Cliff – Tax Reform and Much More TGary J. Gasper, Senior Partner, Ernst & Young LLP, Co-Director, Washington Council Ernst & Young Group, Washington, DCCongress and President Obama faced historic tax and fiscal policy issues at the end of 2012. Among them were the expiration of the “Bush tax cuts,” which included individual income tax rates, capital gains rates, dividend rates, and estate tax rates. Also on the table were both corporate and individual tax reforms. Tax reform has also been the focus of Dave Camp, Chairman of the House Ways and Means Committee. In addition, starting in 2013, a number of tax increases enacted as part of the healthcare reform bill began, such as a new 3.8% additional tax on certain passive income, including interest, capital gains, and dividends. Tax reform and these other tax issues are expected to dominate the federal tax legislative landscape in Washington in 2013 and beyond. How they get addressed will impact all taxpayers.

2:25 pm - 3:40 pm Concurrent sessions 8 Effective Corporate Governance SKA

Dan Crumb, CPA, CGMA, Chief Financial Officer, Kansas City Chiefs Football Club, Kansas City, MOW. Richard House, Attorney & Consultant, Law Offices of Richard House LLC & House Consulting Group LLC, Baton Rouge, LACorporate governance is critical to the success of all organizations. Whether you are a large publicly traded company or a small privately held one, effective corporate governance policies and procedures can help your organization achieve its objectives, reduce costs and comply with rules and regulations. The CFO is the logical choice to implement, monitor and maintain corporate governance policies and procedures. This session provides an inside look at critical aspects of corporate governance including use of audit committees, risk management committees and types and frequency of reporting to the board of directors and owners.

9 Doing Business in China BMOAlfred Wilhelm, Prism International LLC, Ashburn, VAThe role of the CFO of small- and mid-sized businesses in doing business in China:• Local versus ex-pat management• The PRC legal and financial environment• Social and other business differences• Ensuring quality

3:40 pm - 4:00 pm refreshment break & exhibits open4:00 pm - 5:00 pm general session 10 A New Look at the American Healthcare System SKA

Ted Schwab, Partner, Health & Life Sciences Practice, Oliver Wyman, San Francisco, CA In the last three years the American healthcare system has changed dramatically, and in the next two years the change will become even more dramatic. Ted will touch on those changes, focus on trends that will drive transformation and provide a handful of recommendations to navigate the future. He will use real life/real time examples, recount stories from the front line of change and give his prediction for 2014 and beyond.



The Ritz-Carlton Marina del Rey

Strike a delicate balance between business and pleasure at this grand hotel on LA’s coastal gateway. After a day of sessions, catch up with friends at exquisite restaurants or spend time capturing the sights and sounds of exciting Los Angeles.





C2B_CGMA_spacefiller_HorizontalAd.indd 1 2/13/12 10:13 AM OPP RTUNITY

It’s what CGMA stands for.Officially, it’s Chartered Global Management Accountant. Established by AICPA and CIMA,

two of the world’s most prestigious accounting bodies, CGMA is a new designation representing accomplished professionals that drive and deliver business success, worldwide.



Register by 2/5/13 SAVE $100!8 Learn more or register | cpa2biz.com | 888.777.7077 9

Agenda-at-a-GlanceConcurrent sessions

thursDay, May 16 / Main ConferenCe / Day tWo7:00 am - 6:00 pm registration open

7:00 am - 7:50 am Continental breakfast

7:50 am - 8:00 am Chair opening remarks

8:00 am - 9:15 am 3 economic update & outlook – James Glassman

9:15 am - 10:30 am 4 strategic planning: the “new normal” in Developing & Driving successful execution

10:30 am - 10:50 am refreshment break & exhibits open

10:50 am - 12:05 pm 5 it security issues, top Vulnerabilities & practical solutions for protecting your Company’s networks

12:05 pm - 1:05 pm

1:05 pm - 2:20 pm

2:25 pm - 3:40 pm

3:40 pm - 4:00 pm refreshment break & exhibits open

4:00 pm - 5:00 pm 10 a new Look at the american healthcare system

5:00 pm - 6:00 pm 11 emerging from the Darkness into the Light: What to Do in the next 90 Days – Dr. Tom Steiner

6:00 pm - 7:00 pm networking reception

7:30 pm - 10:30 pm networking Dinner Cruise sponsored by bank of america Merrill Lynch (additional fee; see page 13 for details)

7 beyond the fiscal Cliff – tax reform and Much More

9 Doing business in China

6 Leverage the skills of influence to achieve greater results

8 effective Corporate governance

networking Lunch

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WeDnesDay, May 15 / pre-ConferenCe WorKshops & Main ConferenCe / Day one8:30 am - 6:45 pm registration open

9:00 am - 10:30 pm rt 1 the Cfo alliance roundtables (complimentary)

10:30 am - 11:20 am s1 solutions session (complimentary)

11:30 pm - 12:20 pm

12:20 pm - 1:00 pm Lunch on your own

1:00 pm - 4:00 pm

4:20 pm Main Conference begins

4:20 pm - 5:35 pm 1 putting government’s finances in order – David Walker

5:35 pm - 6:35 pm 2 the time is right for flexible Leadership– Karen Ferguson Macleod

6:36 pm - 7:35 pm Welcome reception

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s2 solutions session (complimentary)

s3 Liquidity & succession planning using esops: state of the Market (complimentary)

101 Working at the speed of trust (additional fee)

s4 bank of america Merrill Lynch solutions session (complimentary)

102 business analytics for Decision Making (additional fee)

friDay, May 17 / Main ConferenCe / Day three7:00 am - 12:45 pm registration open

7:00 am - 7:45 am Continental breakfast

7:00 am - 7:50 am

7:50 am - 8:00 am Chair remarks

8:00 am - 9:15 am 12 risk Management: how to protect your organization’s operations & assets

9:15 am - 10:15 am 13 Cfo hot topics panel

10:15 am - 10:35 am refreshment break & exhibits open

10:35 am - 11:35 am

11:35 am - 12:35 pm

12:35 pm Conference adjourns

1:30 pm - 5:30 pm optional group activities: excursions & tours (additional fee)

201 hot topics in hr and how they impact the balance sheet 202 finance transformation: shared service Centers and business process outsourcing

15 improving performance with Continuous planning & rolling forecasts

17 global Large-scale events – a risk Management Challenge

14 Mergers & acquisitions

16 Lending opportunities panelsele

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Conference Agenda5:00 pm - 6:00 pm Keynote session 11 Emerging from the Darkness into the Light: What to Do in the Next 90 Days SKA

Dr. Tom Steiner, Ph.D., The EnterTRAINER, Del Mar, CAMany CFOs are so focused on the “numbers” that they often ignore the equally important power of dealing with the “people.” In times of darkness, there is an absence of hope and optimism. More work needs to be done during these challenging times as well. A heavy burden is placed on senior management to provide the “light” for the future. In this fast-paced, fun, highly interactive session, Dr. Tom Steiner will provide practical advice for CFOs to use in the next critical 90 days. Topics include:• Creating an optimistic, yet realistic view of the future• “Selling” your ideas• Putting “boots on the ground” – an introduction to using MBWA

(management By walking around)• Using emotionally evocative language (not hype)• What we know about personal and organizational resilience• Being the change we want to see• The power of humor during tough times

6:00 pm - 7:00 pm networking reception7:30 pm - 10:30 pm networking Dinner Cruise sponsored by (additional fee, limited space) See page 13 for details.

fRIdAY, MAY 17 / MAIN CoNfERENCE / dAY ThREE

7:00 am - 12:45 pm registration open7:00 am - 7:50 am Continental breakfast7:00 am - 7:50 am early riser sessions 201 Hot Topics in HR and How They Impact the Balance Sheet P/HR

Robert S. Blumberg, Office Managing Shareholder, Littler Mendelson, P.C., Los Angeles, CACFOs today face a constant onslaught of challenges to keep costs in check, accomplish more with fewer resources, comply with an explosion of regulatory constraints, while also ensuring that the company mitigates risks of all types. Legal challenges, from both private litigants and governmental agencies, pose a direct threat to the bottom line. This session will explore solutions that CFOs should know about managing and avoiding employment-related litigation and liability issues. Defending litigation is costly, in terms of direct costs (legal fees and settlement/judgment costs), and indirect costs associated with the impact on business operations, lost productivity and reputational damage. This high-level overview will assist CFOs in assessing risks and developing strategies with their legal team about these issues; and will hone in on steps needed to mitigate the risks posed by employment litigation through aggressive prevention measures. Topics will include: • Duck & cover: avoiding and managing the explosion of wage and hour

class action litigation • Managing a diverse workforce • Keys to maintaining productivity without inviting unnecessary litigation • To litigate or to settle? Factors to consider when choosing a path to

dispute resolution


*be sure to supply a valid email address when registering. Instructions to access the speaker materials and website are distributed via email approximately two weeks prior to the start of the conference. Also, add [email protected] to your safe sender list.

all conference presentation materials will be posted to aiCpaConferenceMaterials.com Attendees will have access to download materials in advance of the conference and after the conference concludes.












7:00 am - 7:50 am 202 Finance Transformation: Shared Service Centers and Business Process Outsourcing F

Moderator: Kenneth Witt, Technical Manager, AICPA, Durham, NCThis session is presented and sponsored by Multimedia Development Corporation (MDeC) of Malaysia. Top executives from leading companies will discuss how they have used shared services centers and business process outsourcing to drive finance transformation, improve processes and lower costs. Challenges, opportunities and success factors will be covered, in addition to different approaches to centralizing business processes.

7:50 am - 8:00 am Chair remarks8:00 am - 9:15 am general session 12 Risk Management: How to Protect Your Organization’s Operations & Assets MAS

David E.G. Young, Vice President Stadium Operations, Kansas City Chiefs Football Club, Kansas City, MOWith 75,000 screaming fans, 3,000 employees and 22 men in pads and helmets, Arrowhead Stadium during an NFL game is certainly not your average workplace. However, many of the same tactics and principles for risk management apply here as in many other businesses. The preparation and planning that go in to producing an NFL game will serve as a risk management study. Examples from firsthand experience in the NFL and theme parks will illustrate how planning and execution influence the outcome of an incident, and assist to mitigate risk exposure.

9:15 am - 10:15 am general session 13 CFO Hot Topics Panel SKA

Moderator: Beth Nilsen, CFO, West Yost Associates, Davis, CAPanel: S. Lee Terry Jr., J.D., Partner, Davis Graham & Stubbs LLP, Denver, CORalph Bender, CFO, Board Member, Manship Media, Baton Rouge, LASandy Sloyer, CPA, GGMA, MBA, VP Finance, MedData, Brecksville, OHRobert Fowles, CFO, Opus One Winery, Oakville, CAWhat are the key domestic and global issues facing CFOs in this challenging economy? How have other organizations effectively addressed them? Panelists will present their perspectives on topics they feel are most critical for today’s CFOs. Join these CFOs as they discuss their experiences and lessons learned to help you formulate approaches to new issues that arise in your business. Lee Terry will enhance the discussion by adding a fresh version of the legal perspective, frankly addressing the need for, and value of, legal services as well as how a CFO can obtain the highest quality services at the lowest net cost. Time will be allocated for Q&A.

10:15 am - 10:35 am refreshment break & exhibits open10:35 am - 11:35 am Concurrent sessions 14 Mergers & Acquisitions SKA

Stephen E. Sterrett, Sr. Executive VP and CFO, Simon Property Group, Indianapolis, INM&A is a complicated process, but can be very rewarding for a company if it fits well into the strategy and growth plans of the organization. M&A can be very challenging as well – valuation, financing, diligence, relationships, advisors, representation, legal issues, integration and synergies all need to be addressed to ensure successful transactions. This session will provide insights from a CFO who has been a part of more than $35 billion in acquisitions for the past 20 years, enhancing the value/quality of the portfolio of assets owned by Simon Property Group while developing one of the industry’s strongest balance sheets.

15 Improving Performance with Continuous Planning and Rolling Forecasts F

Steve Player, North American Program Director, The Player Group LLC, Dallas, TXThe modern CFO needs to use 21st century tools to deal with today’s realities and continually adjust to the rapidly changing vision of the future. Forecasting guru Steve Player will explain how leading companies move beyond budgets to continuous planning using rolling forecasts. This session provides: a better way for finance to approach the planning function; a deeper understanding of how rolling forecasts can be used to create more accountable organizations; and what common forecasting myths need to be overcome. He will examine the five attributes of diamond level forecasts to help start your journey.





























Conference Agenda11:35 am - 12:35 pm Concurrent sessions 16 Lending Opportunities Panel F

Moderator: Brenda I. Morris, CPA, CGMA, CFO, Love Culture Inc., Los Angeles, CAPanel: Michael A. Silva, Senior Vice President – Western Market, Group Manager, Comerica Bank, San Francisco, CASteven W. Moore, Partner, Brentwood Associates, Los Angeles, CAStender E. Sweeney II, Senior Vice President & Regional Manager, Wells Fargo & Company, Los Angeles, CAIn this fast-paced and volatile environment just about every CFO is faced with how to fund their businesses. What is the right capital structure and is it even available? What are the options from commercial banks, private equity, capital markets, and more? Join our knowledgeable panel to learn about the options, how to use them, and key takeaways on financing your businesses!

17 Global Large-Scale Events – A Risk Management Challenge MASAllan C. Fernandes, Vice President - Global Risk Control, ARAMARK, Philadelphia, PAARAMARK has provided catering services for several global large scale events, including the Olympic Games, Asian Games and the World Cup. Such opportunities are accompanied by tremendous risk exposures and challenges that could affect the reputation and brand of the organization. The company’s global risk management team is actively involved in these events to identify, evaluate and mitigate the risks to ensure successful execution of these projects. Lessons learned as a result of our experiences can help provide value for CFOs and your organizations. Keys to success include:• Risk management plays a critical role in these events• Early engagement of key stakeholders and decision makers• Understanding cultural barriers and business practices in foreign countries• “Out-of-the-box thinking” and contingency planning

12:35 pm Conference adjourns

1:30 pm - 5:30 pm Optional Group Activities: Excursions & Tours (additional fee) Please refer to the conference website for more information about activities and tours being offered this afternoon. (Page 13 offers preliminary details.) cpa2biz.com/ast/Main/Cpa2biz_primary/CareerpersonalDevelopment/prDoVr~pC-Cfo/pC-Cfo.jsp.

Chair

Members

brenda Morris, CFO, Love Culture, Inc., Los Angeles, CA

steering Committee

aiCpa staff

Melinda arndt, Conference Logistics, Durham, NC sandra McMahon, Manager, Program Development, Durham, NCKenneth Witt, Technical Manager, Durham, NC

ralph bender, CFO, Manship Media, Baton Rouge, LADan Crumb, CFO, Kansas City Chiefs Football Club, Kansas City, MOrobert fowles, CFO, Opus One Winery, Oakville, CAChuck Mitman, Corporate Director of Business Development, Prism eSolutions, King of Prussia, PA beth nilsen, CFO, West Yost Associates, Davis, CAsandy sloyer, VP Finance, MedData, Brecksville, OH













Optional Networking Activities(additional fee)

sightseeing and studio toursfriday, May 171:30 pm - 5:30 pm

Plan your travels to take advantage of additional networking opportunities and excursions. Join us for a sightseeing tour of celebrity homes in the Los Angeles area or a fun tour of a movie studio.

Please check the conference website for more information on these optional excursions – details and fees will be noted on the website.

Save the Date!

Dinner Cruise around Marina del rey aboard the regentsea yacht thursday, May 167:30 pm - 10:30 pmJoin us for an evening of dinner and cruising around beautiful Marina del Rey. Step aboard the RegentSea, a contemporary, stylish tri-level yacht, and take in the panoramic views of the harbor from the spacious glass enclosed deck. Just steps away from the hotel, a red carpet entrance and champagne toast will await you. This cruise is sponsored by Bank of America Merrill Lynch.

Only $25 per person! Space is limited.See the back cover to register or visit the conference website.


Additional Resources

The Traits of Today’s CFO: A Handbook for Excelling in an Evolving Role Author: ron rael, CPaPublisher: aiCPaThis book explores in detail critical traits of controllers and Cfos and explains specifically what actions are required to meet these requirements. it provides a wealth of information on coaching employees and, in the process, transferring accountability for results back into their hands. it further includes thorough coverage of best practices in governance and risk programs, gap analysis, shaping organizational culture, and team building.Availability: online access2011 eBook regular $78.75PCG1203E AICPA Member $63.00 CGMA Holder $53.00

The Traits of Today’s CFO A Handbook for Excelling in an Evolving Role

Ron Rael, CPA

1172

1A-3

59






The AICPA and CIMA have formed a joint venture to power a new designation for management accountants, the Chartered global Management accountant® (CgMa®).

The CgMa designation is designed to elevate management accounting and further emphasize its importance for businesses worldwide. The CgMa designation recognizes the unique role played by management accountants in global businesses, guiding critical business decisions and driving strong business performance. The designation sets a new standard for global recognition of management accounting by building on the long-standing foundations and thought leadership of the AICPA and CIMA. United by global quality standards for ethics and performance, the CgMa designation maintains distinct credibility and positioning among worldwide business designations.


reCoMMenDeD Cpe CreDit 18.5 (main), up to 7 (optional) This conference was prepared in accordance with the Joint AICPA/NASBA Statement on Standards for Continuing Professional Education (CPE) Programs effective on January 1, 2002. The recommended CPE Credits are in accordance with these standards; however, your individual state board is the final authority on the acceptance of programs for CPE credit.ConferenCe fee Registration fees are determined by current membership status in the AICPA. Please indicate member number on the registration form to obtain the correct discount. Conference fee includes all sessions, conference materials, continental breakfasts, refreshment breaks, luncheons and a reception. Fee for value-added workshops includes all session materials and refreshment breaks.

Dress CoDe Business CasualCanCeLLation poLiCy You may cancel without penalty if written cancellation requests are received by April 1, 2013. Due to financial obligations incurred by the AICPA, a credit voucher less 50% of the registration fee will be issued for written requests received by April 25, 2013. No refunds or credits will be issued on cancellation requests received on or after April 26, 2013. For further information, call the AICPA Service Center at 888.777.7077. hoteL anD grounD transportation inforMation Contact the hotel directly to obtain their policy on reservations, deposits and cancellations. Rooms will be assigned on a space-available basis only. To receive our special group rates mention that you will be attending the aiCpa Cfo Conference.

the ritz-Carlton Marina del rey Hotel Phone: 310.823.1700 4375 Admiralty Way Hotel Reservations: 800.241.3333 Marina del Rey, CA 902920 Hotel Room Rate: $255 single/double Hotel Reservation Cutoff Date: April 16, 2013

ground Transportation – to and from the hotel and airport (rates and times are approximate) Taxi Service: $20-$25, 20 minutes each way hotel Parking: $38/dayairLine inforMation The AICPA has a special agreement with Maupin Travel, Inc. of North Carolina to assist you with travel arrangements. This travel agency may be reached at 1.800.345.5540. If you prefer to make your own travel plans, be sure to mention the participating airline’s reference number to take advantage of deeply discounted Zone Fares. Discounts are valid for round trip registered AICPA Meetings or Conference attendees only. american airlines 800.433.1790 Index #22047 Delta airlines 800.328.1111 Refer to Meeting ID #NMF8G*Zone Fares do not require a Saturday night stay over. These fares are available on all flights but are inventory controlled. Some restrictions may apply.

For up-to-date airline information regarding special travel discounts, please visit cpa2biz.com/conferences. Due to recent airline industry fare restructuring, the AICPA cannot guarantee that group travel agreements will be in effect at the time you are making your travel arrangements. Please contact the airline and/or your travel agency for the latest applicable discounts and arrangements. Car rentaL hertz Car rental – AICPA Member Discounts: Call 800.654.2240. Ref. Code CV#021H0020. Airline and car rental discounts are available only when you or your travel agent book through the 800 number. We strongly advise you to confirm your conference registration and hotel reservation prior to making your travel plans.

exhibit anD sponsorship opportunities Don’t miss the opportunity to present and sell your organization’s services and products to thousands of CPAs and financial professionals at AICPA conferences. For detailed information on conference exhibit and sponsorship opportunities, please send your email to [email protected].

4 Ways to

register

fast

onLine*: www.cpa2biz.com/conferences PhoNE*: 1.888.777.7077 or 1.919.402.4500fax*: 1.800.362.5066 or 1.919.419.4795 MaiL: Complete and mail the form along with your promotion code to:AICPA Member Service Center, Conferences, 220 leigh farm Road, durham, NC 27707-8110*Credit card registration only (AICPA VISA® **, American Express® , diners Club® , discover® , MasterCard® or VISA® )**If you use an AICPA credit card, you can earn 5 points per dollar spent on AICPA Conference purchases. To learn more or apply, visit www.cpa2biz.com/bankofamerica

group registration Registration for 2 or more individuals at the same time may qualify for group discounts; additional savings may be available for groups of 10 or more. For more information please call the AICPA Service Center at 888.777.7077 (9AM-6PM ET). program Code: Cfo13

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May 15-17, 2013 The Ritz-Carlton, Marina del · PDF fileThe Ritz-Carlton, Marina del Rey...

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Transcript of May 15-17, 2013 The Ritz-Carlton, Marina del · PDF fileThe Ritz-Carlton, Marina del Rey...