Rising West Summit Explore the Evolving Role of the Strategic

CFO

October 13 & 14, 2015Marriott Marquis Hotel

San Francisco, CA

Confirmed Speakers

Confirmed Speakers• CFO, Playboy• CFO, DocuSign• CFO, Sigma Designs• CFO, GoGo• CFO, Golden State Warriors• CFO, Calloways• CFO, PlaceIQ• CFO & COO, Blue Microphones• CFO, Theo Chocolate• CFO, California Olive Ranch• CFO & COO, Mashable• CFO, BET Networks• CFO, Zurich• CFO, Broadcom• CFO, Hulu• CFO, Assembled Brands• VP, Finance & Controller, Real Mex Restaurants• CFO& COO, Louisville Slugger• Chief of Finance, Humana• VP, Finance, American Red Cross

• CFO & SVP, YMCA• Director, Finance, The James Irvine Foundation• Principal, The Riverside Company• CFO, National Renewable Energy Laboratory• President, CoreStrategy Corporation• CEO, FloQast• SVP, Oracle Practice, Linium• Founder & CEO, Early Growth Financial Services• COO, Renew Wireless• Network & Finance Solutions, Ariba• CFO, Thomas Cooper• Director Finance, PayPal• CEO, BeyondCore• President, Midas Exchange• Manager, Global Product, CEB• Director, Portfolio Marketing, CEB• Vice Chairman, Radius• CFO, KickStart International• Partner, Dir. Asset Acquisitions, Midas Exchange• CFO, Be The Match

Previous Speakers:

Past Attendee Demographic

CFO’s popular Rising West Summit draws an audience of CFO’s and senior Executive finance professionals looking to learn the latest perspectives on the most vital aspects of finance today, including:

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Who Will You Meet?

• CFO, Mercedes-Benz USA

• CFO, Trip Advisor

• CFO, BrightLine

• CFO, Bloomsbury Publishing

• CFO, Imagem Music

• CFO, GTJ REIT, Inc

• CFO, American Academy of Physician Assistants

• CFO, ION Geophysical Corporation

• CFO, Elite Sports Enterprises, Inc

• CFO, Wolters Kluwer

• CFO, RNN

• CFO, Own Energy

• Director, Finance, Ralph Lauren

• CFO, GFI Capital Resources Group

• CFO, Evolv

• CFO, Hightail

• CFO, WWE

• CFO, PBS

CFO Publishing has been exploring the evolving role of the CFO, and the challenges they face for over 25 years. The summit will utilise our knowledge and extensive networks to bring together over 250 CFO’s and senior finance professionals for an industry, education driven event.

To cover the broad range of responsibilities a CFO faces, this summit will have a multi track format.

The first track - CFO Innovation - will explore how CFO’s can drive shareholder value and business performance.

The second track - Corporate Financial Technology - will look at how the CFO can utilize the latest technologies

The third track - Compliance and Risk Management - will look at ensuring international compliance and managing the changing risk landscape.

Christoph M. Pachler is the Executive Vice President and Chief Financial Officer for Playboy Enterprises. Pachler joined Playboy in 2010 and is responsible for the company’s strategic planning, corporate and business development and financial operations. Prior to Playboy, Pachler worked at Sony Pictures Entertainment, where he served as the studio’s CFO of the International Television Division, and Senior Vice President of Strategy and Operations. He earned a Masters degree from the University of Amsterdam and an MBA from the University of Business and Economics Vienna.

Maintaining a Global Presence

This presentation will show how Playboy has managed to maintain a global presence, the finances involved and how the company expects to grow between now and the near future.

Christoph PachlerCFOPlayboy

About The Summit

Confirmed Speaker Information

Presentation Topics Include:

• Financial Leadership & Talent Development• Preparing Finance for the Data Driven Enterprise• Selecting & Implementing the Correct Technologies• Business Partnering• Corporate Venturing and International Expansion• The Digital CFO• Compliance and After Tax Performance& many more...

Expected Attendee Numbers: 200+Expected Exhibitors: 25+Expected Speakers: 30+

Kyle BeairdCFO & COOLouisville Slugger

Kyle Beaird is the CFO at Hillerich & Bradsby (H&B), the company that produces the iconic Louisville Slugger bat. At H&B Kyle provides financial, operational, and strategic support for business development, strategic partnerships, financial planning, budgeting and forecasting, reporting, and more. Prior to his role at H&B, Kyle’s professional background was completely nonsensical, meandering from technology to equity research to investment banking to public policy. Kyle earned his undergraduate degree at Iowa State University and his MBA at the Wharton School. In addition to being an die-hard baseball fan (go Rockies!), Kyle is an avid mountaineer, and has summited Mount Everest in Tibetan China, Mount McKinley in Alaska, and a number of other U.S. and international peaks. Kyle loves spreadsheets. 

Financial Controls for Successful Innovation

Having the correct financial controls in place is key to any part of the business. In order to promote an more innovative environment, having these in place at the correct time is key.

This presentation will identify how to successfully implement innovation as a tool for your finance team with the correct financial controls.

Jennifer Cabalquinto is currently in her first season as the CFO of the Golden State Warriors. She oversees all day-to-day and long-term financial planning and accounting for the organization. Cabalquinto has more than 20 years of finance leadership experience in a variety of startup, turnaround, stable and high-growth business environments. Most recently, she served as VP and CFO for Universal Studios Hollywood. In this role, she was responsible for supporting NBC Universal’s theme park and Citywalk operations in Los Angeles. Cabalquinto joined NBC Universal as part of the Telemundo acquisition. At the time of the acquisition, she served as VP and CFO for the Telemundo Station Group in Miami. With the integration of Telemundo, she was relocated in 2002 to Los Angeles to serve as VP of finance for NBCU’s Los Angeles television stations.

Optimizing Resources in the Digital Space

In the continuous digital revolution, being able to effectively use the resources at your disposal well is something that is becoming more and more integral to any company. This session will explore the ways you can best utilize the resources you have to enhance your presence digitally.

Jennifer CabalquintoCFOGolden State Warriors

As Chief Financial Officer & Treasurer of 250 employee, award-winning social enterprise, Sam manages finance operations across offices in Kenya, Tanzania, Mali, Burkina Faso, Zambia and US to lead financial, treasury and risk management functions as well as budgeting, grants administration, accounting and auditing. Sam has also been responsible for the IT function and global implementation of Microsoft NAV enterprise software to integrate financial, donor, staff, product, and customer data. He also oversaw metrics unit to measure product performance and launched a 3-year independent study of KickStart’s impacts.

Sam HartwellCFOKickStart International

Chuck HorneCFOTheo Chocolate

In 2007 Chuck joined Theo Chocolate as a part-time consultant. His passion for the company mission to make a positive impact eventually led to his role as an investor and ultimately, Chief Financial Officer. As a former Fortune 500 executive in the technology sector for such companies as Dell, Silicon Graphics and Raychem, Chuck’s career has spanned the globe. He eventually landed in the Puget Sound 10 years ago and was a member of the executive team that led the successful turnaround of Safeco Corporation. Since then, Chuck has been an angel investor and advisor to smaller companies. He earned his B.A. from UC Davis and his M.B.A. from New York University.

A Social Objective with an International Perspective

A look at how KickStart International works - a non-profit orgranization with for profit concepts and wishing to bring benefit to their customer. This presentation looks at the social objectives that KickStart has and the international perspective it uses for implementation of strategy.

Building Sustainabil ity Into a Unique Company

Theo Chocolate is a very unique company which has both benefits and risks.   Building sustainability into a unique company such as Theo means that it can begin to set lasting foundations and establish the company more.

Mr. Reynolds is Vice President and Chief Financial Officer for Calloway’s, where he is responsible for the company's accounting, finance, administration and information technology. Dan joined Calloways Nursery Inc. in 1990, where he developed its financial, operating and merchandising decision-support systems. His responsibilities include all financial and management reporting, treasury management, credit facilities, corporate and shareholder records, SEC and stock market compliance, public, media and investor relations, risk management and budgeting.

Col laborate with Suppl iers Us ing Technology to Drive Performance

Hedge fund activism continues to have a major impact on corporate governance. When an activist launches a campaign, the CFO plays a pivotal role: leading communications with investors, creditors, suppliers, employees and other stakeholders; guiding the Board through the election process; providing corporate records in response to shareholder inquiries; presenting financial and strategic information to proxy advisory firms; and much more. How can the CFO manage the process while continuing to focus on successful business operations? Reynolds will describe his recent, direct experience with an activist proxy contest, and how his company emerged stronger than ever.

Dan ReynoldsCFOCalloways Nursery

Norman SmagleyCFOGoGo

Norman Smagley has served as Gogo's Executive Vice President and Chief Financial Officer since 2010. Smagley brings 18 years of experience as a chief financial officer for both public and private companies across many industries, including technology, financial services, pharmaceutical, retail, industrial and publishing companies.

Most recently, he served as Senior Vice President and Chief Financial Officer of Rand McNally, a publisher of maps, atlases and other reference materials.   Smagley received both his B.A. in Economics and Master’s Degree in Finance from The Wharton School of the University of Pennsylvania.

Joseph Cardoso is the CFO, North America, for Keolis Transit as has been since October 2012. Prior to joining Keolis, Joseph worked as a Director, Finance for First Group and held Controller positions at other companies. Joe has a strong history of working within the transporatation industry.

Ivan ZarurCFOMcDonald’s Brazil

Identifying Early Execution Points

For a sustainable high-performance company, early warning indicators for successful execution is key for growth. This presentation helps to identify the indicators that can be monitored and strategically targeted to gain strong results.

Managing International Expansion amidst Increasing R&D Investment

As a leader in the in-flight connectivity industry, Gogo is growing its footprint globally and delivering on current technologies and services, while it also continuously innovates for the future of this unique industry. From one in-flight Wi-Fi equipped airline in 2008 to thousands, coming up on its two year anniversary as a public company, much has changed. Gogo is now focused on global expansion with growing market dominance in North America and in both business and commercial aviation, all the while increasing its R&D investment to power the future of in-flight connectivity – the connected aircraft. In this session, Norm will discuss how his role as CFO has evolved along with Gogo’s strategy and vision, as well as the challenges he (and the company) have faced in its global expansion.

Bart Thielen serves as Chief Financial Officer and Chief Operation Officer for Blue Microphones, a consumer electronics company that has achieved Inc. 5000 fastest growing companies for five consecutive years. Mr. Thielen has over 20+ years’ experience managing growth companies as a key senior level executive and has guided companies in securing various types of debt and investment capital to support accelerated growth. He has also completed various merger and acquisition transactions as well as an IPO. 

Prior to joining Blue Microphones, Mr. Thielen specialized in healthcare services and served in various senior financial and operational roles for Pathway Diagnostics, Specialty Laboratories, Frontier Dental and Tatum.

Selling Your Company to a Private Equity Group

Selling your company to a private equity group requires upfront planning and strategy. As Blue Microphones recently completed a sell transaction to Riverside Companies, Bart Thielen as the CFO / COO will discuss key steps taken in preparation for the sales process. He will also discuss what it took to get ready for the presentation and the CFO’s role in the due diligence process through the closing of the transaction. Mr. Thielen will also explain the pivot point where allegiance begins to transfer for the management team. Most importantly, he will address items that he will do differently in the next transaction.

Bart ThielenCFO & COOBlue MIcrophones

John ZdanowskiCFOAssembled Brands

John is an entrepreneurial financial & operating exec with experience from several highly-successful, rapidly-growing public and private Internet companies. John has led or arranged numerous rounds of venture capital, private equity and debt financings, two IPOs, seven sales of secondary stock, fifteen acquisitions and the sale of three companies. John currently serves as the CFO at General Assembly. Prior to taking on this role in 2012, John worked for various companies in different industries.

Mike Kriak is the COO & CFO at Mashable and part of the company's Operating Committee. Mike provides financial direction on external capital funding, employee equity, long-term business planning and operational direction on budgeting, forecasting and resource allocation. He joined Mashable in April 2013 and led the process for the company's first capital raise. Mike has spent his career in media and technology beginning with his time in Boston at Arthur Andersen where he was a Senior in their Audit Technology Practice. In 2000, he join the digital media start-up, RxCentric, raising several rounds of venture capital and seeing the company through its acquisition. Directly prior to joining Mashable, Mike was the COO & CFO at Haymarket Media, Inc.

Michael KriakCFO & COOMashable

Corporate Performance Management For Startups and Rapidly Growing Companies

John will be presenting on corporate performance management for start ups and rapidly growing companies. Having a strong record in aiding companies to grow, this will have a case study feel surrounding it.

Creating a Strong Online Presence - Best Technological Measures

This presentation will focus on how to best engage your consumers with a strong online presence. Best practices, technological tools and compliance frameworks will all be discussed.

Eric Brandt serves as Broadcom's Executive Vice President and Chief Financial Officer. In this role, he is responsible for managing Broadcom's financial, information technology and corporate services organizations. For the last four years, he was named one of the "Best CFOs in America — Semiconductors" by Institutional Investor and was #1 in the 2011, 2013 and 2014 rankings. In addition, he was honored for "2012 Best Investor Relations by a CFO" and "2013 Grand Prix for Best Overall Investor Relations Program" (all industries from $2B - $20B market cap) and received the "2013 Sector Award for Technology" (mid and small cap) by Investor Relations. Mr. Brandt joined Broadcom in 2007 after serving as President and Chief Executive Officer of Avanir Pharmaceuticals, a developer of novel therapeutic products for the treatment of chronic disease. Prior to joining Avanir, he served as Executive Vice President of Finance and Technical Operations and Chief Financial Officer of Allergan Inc., a global specialty pharmaceutical and medical device company.

The CFO Roadmap to Success

This presentation will outline key steps in becoming a strategic and innovative CFO.

Eric will explore how the modern CFO has evolved from the usual accountant role to more of a strategic business partner for the entire company. Expect to hear case studies, applicable examples and insight into how to best implement strategic practices.

Eric BrandtCFOBroadcom

Owen BarwellCFONational Renewable Energy Laboratory

Mr. Barwell joined the National Renewable Energy Laboratory (NREL) in Golden, CO in August 2013, where he serves as the Chief Financial Officer. NREL is the U.S. Department of Energy's primary national laboratory for renewable energy and energy efficiency research and development. He brings over twenty-seven years of experience as a business executive, management consultant, and professional accountant gained in organizations undergoing significant change. He has helped both public and private sector organizations execute strategic plans, reengineer business processes, and implement major functional business systems. His experience spans the professional services, energy, aerospace, retail real estate, utilities, and rail industries.

Jonathan has   a diverse background in accounting/finance. He has focused the last decade on overseeing and growing Finance and Accounting teams and partnering with Operations to achieve profitability and growth in some challenging environments.

Jonathon's role is to oversee departments providing the Finance / Accounting / Underwriting / Actuarial Analysis and Business Informatics for this Behavioral Health/Health & Wellbeing subsidiary of Humana.

Jonathan CurlettChief of FinanceHumana Behavioral Health

Operating as a CFO in the High Tech Industry

During this presentation, Owen will outline what exactly it means to operate as a CFO in the high tech industry. Working at NREL,   the nation's primary laboratory for renewable energy and energy efficiency research and development boasts a lot of possible challenges that other industries may not have. This presentation aims to outline these differences and shed light on the high tech industry.

Innovating with Your Finance Team

Working effectively to innovate your finance team is something all leaders wish to promote. Being able to successfully promote innovation as part of your teams everyday ethic can be hugely beneficial to your companies growth.

Sally Fisher has built a reputation for building strategically relevant organizations that can deliver results fast. Armed with an MBA in finance from the University of Michigan and an MA in real estate from the University of Southern California, Sally brings a breadth of expertise that carries her across sourcing, operations management, and vendor governance. She is a real estate and facilities professional that has worked under the finance organization at Pfizer, Union Bank, and the American Red Cross. Prior to spending the past 12 years in RE&F, she spent another 5 years in institutional financial management and another 12 years in management consulting. Her undergraduate is in social psychology from San Francisco State. She has been a speaker at conferences from IAOP, IFMA, and CoreNet Global. She has written a number of articles on outsourcing, M&A, and value management. She has earned a black belt certification in Six Sigma.

Cross Functional Decision Making & Planning

This presentation will focus on the benefits of   cross functional decision making and planning in improving your company.

W i t h e l e m e nt s of c a s e s t u d y a n d p r a c t i c a l implementation, this session aims to show the benefits of cross functional decision making; and also how this may differ operating in a non-profit environment.

Sally FisherVP, Finance & Real EstateAmerican Red Cross

Arif KamalCFOThomas Cooper

Arif joined Thomas Cooper, a niche international law firm specialising in marine shipping, trade and finance, in 2014 as the firm’s Chief Financial Officer. He is responsible for the overall financial health of the business. Arif was previously the Group Finance Director for GL Hearn, a top twenty Property Consultancy. He was instrumental in the incorporation of the GL Hearn Group from a partnership to a limited company in 1999.   Arif’s professional services industry experience also includes his role as Head of Finance with Wilson Mason, an architectural practice with operations in UK, Middle East, Russia and Eastern Europe. After qualifying he remained in public practice for nine years.

Dana Goodman is the CFO, VP Finance and Administration with California Olive Ranch, Inc. She has over 20 years of experience in finance, FP&A, accounting, strategy and M&A. Ms. Goodman is a key member of the executive leadership team focusing on measuring and driving results for the organization. Previously, Ms. Goodman served in corporate and regional leadership roles with Combs Produce, Dean Foods, Roofing Supply Group, Del Monte Fresh Produce and Standard Fruit and Vegetable. Ms. Goodman specializes in working with companies to develop and execute strategic plans for their finance and administrative organizations during times of transition and growth.

Dana GoodmanCFOCalifornia Olive Ranch

Panel Session: Business Partnering - Promoting Growth

This panel session will bring together senior finance executive to discuss the benefits of business partnering as a strategy to promote growth.

Transforming Finance During Times of Accelerated Growth & Organizational Change

Keeping pace with a growing vertically integrated business means that as CFO I am challenged to move between strategy, planning, execution, empowering and mentoring all in a day. Our growth has required that our Finance, HR and IT departments transform to meet the demands of the business every 6 months. Using our company’s recent transactions as a case study, I will discuss how structuring an organization for growth requires the effective use of process, systems, people, and truly understanding what drives your business to navigate successfully and profitably.

In April of 2010, WPP tapped Kathy to launch The Midas Exchange. Powered by GroupM,Midas is uniquely positioned within WPP to deliver the gold standard in Corporate Trade transactions. Leading a world class team of asset management and media experts, with extensive experience in delivering strategic 360° integrated marketing & media platforms.   Midas’ greatest capability is delivering trade seamlessly, as part of the client’s overarching strategic marketing objectives.   A 20+ year media veteran, prior to joining WPP, Kathy helped launch two other publicly owned media trade companies-Orion Trading (formerly Western Trading) which consolidated under IPG in 2001, and Carat Trade, Aegis' global corporate trade solution which she led as president from 2000 - 2010.

Panel Session: Creative Ways to Restore Value & Deliver and Create New Channels of Distribution for Excess Inventory

A panel session hosted by Midas Exchange bringing together industry leaders to discuss promoting innovation as a CFO.

Kathy KladopoulosPresidentMidas Exchange

Matthew NovickCFOPlaceIQ

Matthew is the CFO 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.

Kathy Cheng has been a finance leader in the YMCA movement for over 30 years.   She began her career with Accounting and Finance leadership positions at the YMCA of Greater Saint Paul, Minnesota. In September 1999, during the dot.com boom, she accepted the CFO position with the YMCA of Santa Clara Valley in San Jose, California. In 2003, Kathy was then asked to be the dual CFO of both the Santa Clara and Mid-Peninsula YMCAs.   In April 2006, Kathy moved on to the position of CFO for the YMCA of San Francisco. Kathy holds a Bachelor of Sciences Degree in Accounting from Brigham Young University-Hawaii Campus and a M.B.A. from the University of Minnesota.   Kathy has served as chair of the Bay Area YMCA Financial Director Network, Secretary for the YMCA Urban Group CFO Network, founding member and member of the Steering Committee of YMCA Asian Leadership Network and is currently the Trustee of the Fred Hoshiyama Scholarship Fund serving the Asian Employees in the YMCA movement.

Kathy ChengCFOYMCA - San Francisco

The Start Up Mentality - Cash Preservation for Growth

A look at building a sustainable business. This presentation will focus from the perspective of a startup and how cash preservation for growth is key.

The Challenges a Non Profit Faces

As a not for profit company, making sure the company mission is delivered and met is possibly more imperative than a for profit company. YMCA is one of the largest charities and has established a worldwide presence. This presentation will focus on how decisions making differs and the similarities and differences with a for profit company.

Ms. Dalynn Hoch has been Chief Financial Officer of Zurich American Insurance Company since October 2012. Ms. Hoch has leadership responsibilities for the actuarial, controller's, corporate tax, treasury and planning & performance management functions. She served as the Head of Global Finance Transformation at Corporate Center in Zurich, Switzerland. She joined Zurich in 2009 as Head of the NAC Finance Planning & Performance Management (PPM) team and was also a member   of the ZNA Finance leadership team. Prior to joining Zurich, she spent 15 years working for KPMG LLP in Minneapolis, including five years as a Partner in the firm. She has been a Director of Zurich Finance (USA), Inc. since December 10, 2012. Ms. Hoch has a degree in international business and accounting from Northwestern College in Saint Paul, Minnesota.

Successful Talent Management

This presentation will identify how to successful identify the talent within your organization and grow this talent to the highest of their capabilities.Learn how to unlock the potential within your best employees and benefit your finance department.

Dalynn HochCFOZurich North America

Eric BroqueDirector, FinanceThe James Irvine Foundation

Eric Broque is the Director of Finance at The James Irvine Foundation. Eric specialties include planning and leading organizational change, coping with financial uncertainty or adversity with calm focus, creativity and determination. Eric is a diligent stewardship of assets. Integration of highly coordinated support services (Finance/HR/IT). Eric also posses 25+ years in the not for profit sector.

Mike Dinsdale serves as Chief Financial Officer at DocuSign, The Global Standard for Digital Transaction Management. He joined DocuSign’s executive team in May of 2010, bringing with him a successful track record of guiding companies to hyper-growth. Mike has been instrumental in driving DocuSign’s rapid global expansion, playing an integral role in guiding strategy, M&A and securing late-stage funding from international and strategic investors. Mike has successfully secured over $500M+ in financing and generated $4B+ in value.

Mike DinsdaleCFODocuSign

Panel Session: Operating in the Not For Profit Sector

This panel session aims to discuss the ways in which not for profit organizations operate in a different way from profit based companies. Hear about the differences, unique ways to operate and company ethics.

The Potential for Big Data to Revolutionize the Finance Function

This presentation will focus on the huge potential   for Big Data to revolutionize the finance function to enhance your business. Understand how data and analytics will be able to improve your companies overall performance.

Michael Pickrum is the former Chief Financial Officer and Executive Vice President of BET Networks, a unit of Viacom Inc. (NASDAQ: VIA, VIAB), and the pre-eminent entertainment brand serving African Americans and consumers of Black culture globally. As Chief Financial Officer and EVP, Mr. Pickrum was responsible for managing the financial operations for BET Networks as well as Business Development and played a strategic role in the overall management of the company. Prior to becoming Chief Financial Officer, Mr. Pickrum was Executive Vice President and Chief Operating Officer of BET Interactive, LLC. He was responsible for running the company, which included the development and refinement of BET.com’s successful business model, growing the site’s traffic and accelerating revenue. He also facilitated the 2006 purchase of BET.com from the site’s original non-BET investment group. Under Mr. Pickrum’s leadership, BET.com has become a leading online destination for African American content.

Panel Session: Moving a Successful Business to a Digital Business

This panel session will bring together industry leaders to discuss how many industries have changed from where they built their legacy to moving to a digital business.

Panel Session: Corporate Strategy & the CFO

This panel session brings together CFOs & other senior finance executives to discuss ways of developing a successful corporate strategy for company-wide improvement.

Michael PickrumFormer CFOBET Networks

Elias NaderCFOSigma Designs

Elias is a versatile and results-driven Financial Executive with international experience and over 20 years of increasing responsibility in Finance and Accounting with strong leadership, technical and interpersonal skills and the ability to cross-team with functional executives at all levels and partner with the Board of Directors.

Mike is the co-founder and CEO of FloQast, Inc., a Software as a Service company specializing in cloud-based software built to manage the financial statement close process.Prior to founding FloQast, Mike was part of the accounting & finance team at Cornerstone OnDemand, a Software as a Service company in Los Angeles providing talent management software to Fortune 500 clients. He was the 5th accountant brought onto the team to prepare for an IPO and helped manage a rapidly growing accounting department. Mike began his career in the audit practice at Ernst & Young in Los Angeles.

Mike WhitmireCEOFloQast

N a v i g a t i n g F i n a n c i a l C h a n g e w i t h Technology

This presentation will set out the key ways in which you can navigate change in your company finance function with the appropriate use of technology.

Keeping Your Controller Happy: The P l a y b o o k f o r E m p o w e r i n g Yo u r Quarterback

As the CFO, your time requirements are largely driven by the strengths and weaknesses of your team. A strong Controller is crucial for ensuring accuracy on the accounting side, which in turn allows the CFO to focus on what they’re best at – financial strategy and decision making. We have interviewed CFO’s and Controllers from various stage companies to understand what creates a great CFO/Controller relationship and what steps a CFO can take to actively empower their Controller's success. By approaching this question from both sides of the table, this session will provide unique insights on this fundamental relationship.

Arijit Sengupta is CEO of BeyondCore and Chair of the SRII Big Data and Advanced Analytics group. Arijit has guest lectured at Stanford; spoken at conferences in a dozen countries; and was written about in The World Is Flat 3.0, New York Times, San Jose Mercury News, etc. Arijit held leadership positions at several industry associations and previously worked at Oracle and Microsoft. He has been granted eight patents in the domains of analytics and privacy. Arijit holds an MBA with Distinction from the Harvard Business School and Bachelor degrees with Distinction in Computer Science and Economics from Stanford University.

Managing your Finances Exceptionally

A look at finance at BeyondCore. The opportunity to hear from a CEO how important an strong finance department is to your company.

Workshop: Interactive BeyondCore Workshop

Expanding on the presentation, enjoy an interactive workshop from BeyondCore.

Arijit SenguptaCEOBeyondCore

Rodger HowellPrincipalPwC

Rodger Howell is an Advisory principal for PwC's Strategy& where he helps companies align costs to their business strategy. Mr Howell has 24 years of experience in business model and operational model innovation, enterprise profitability and operations, quality systems design, and implementation. His industry experience includes industrial products, aerospace, electronics equipment, networks service providers, managed services companies, and electronic medical devices.Mr Howell earned a master’s of business administration from the University of Pittsburgh and a bachelor’s of science in electrical engineering (cum laude) from the University of Michigan.

Jeremy Holland is a Principal with The Riverside Company managing origination of new investment opportunities in the Western Region of North American for The Riverside Company, a global private equity firm with a focus on the entrepreneurial end of the market. Mr. Holland has 17 years of private equity experience across a broad range of industries and capital structures.   Since joining Riverside in 2010, Mr. Holland manages all new investment opportunities in the Western region of North America and also is a member of the franchising and branded consumer product specialization teams and has completed numerous acquisitions related to software, and business services.

Jeremy HollandPrincipalThe Riverside Company

Panel Session: Corporate Strategy & the CFO

This panel session brings together CFOs & other senior finance executives to discuss ways of developing a successful corporate strategy for company-wide improvement.

Selling Your Company to a Private Equity Group

Selling your company to a private equity group requires upfront planning and strategy. As Blue Microphones recently completed a sell transaction to Riverside Companies, Bart Thielen as the CFO / COO will discuss key steps taken in preparation for the sales process. He will also discuss what it took to get ready for the presentation and the CFO’s role in the due diligence process through the closing of the transaction. Mr. Thielen will also explain the pivot point where allegiance begins to transfer for the management team. Most importantly, he will address items that he will do differently in the next transaction.

As business network evangelist at Ariba, an SAP company, Chris Rauen helps to educate procurement, finance, and shared services professionals on the business value of a c co u nt s p a y a b l e a u t o m a t i o n , p ro c u r e -t o - p a y transformation, and collaboration via business networks. Chris has addressed these topics in presentations at finance and shared services conferences, in articles for trade and business publications, and as a regular contributor to SAP Business Trends. Chris brings more than 15 years of experience in ePayables marketing, and holds a B.A. in Economics from the University of California, Santa Barbara.

Roundtable: Accounts Payable: Loss Leader or Strategic Partner

Is your accounts payable team focused on just paying the bills or helping you to manage cash better? How you answer that question will have an impact on business performance and earnings per share.

In this roundtable discussion, we’ll examine new business potential from networked payables by exploring:

• How your AP team spends most of its time, and what that means to your business

• How your income statement may hide tens to hundreds of millions of dollars in excess costs, and how you can stop it

• Techniques to earn double-digit, risk free returns on cash

• Opportunities to free up working capital by improving DPO

Chris RauenNetwork & Finance SolutionsAriba

Dessi SarabosingVP, Finance & Corporate ControllerReal Mex Restaurants

Dessi is an insightful senior-level executive that excels in global business environments experiencing or preparing for significant growth and change.   She has a proven ability to provide a “big picture” perspective that consistently delivers strong improvements in revenue, profits and productivity. In her current role, Dessi is responsible for leading turnaround & transformation of the brands & organization:  Oversee all Finance & Accounting functions including planning, and administrat ion of General Account ing; F inancia l Management, including policy development and policy implementation.

Pradeep Suryanarayana is a Marketing and Finance executive with over 15 years of experience in leading global pricing and corporate strategy initiatives for technology products. Pradeep currently serves as the Director of Finance, Merchant Division for PayPal, overseeing financial planning, strategic planning and business modeling to drive growth and decision-making. Prior to this role, Pradeep served as head of global pricing and strategy for PayPal where he was responsible for pricing strategy and operations worldwide. Pradeep’s holds an MBA in Finance and Entrepreneurship, and a BS in Computer Engineering.

Pradeep SuryanarayanaDirector, FinancePayPal

Innovation in Financial Turnaround

Dessi will discuss the workings of Real Mex Restaurants and how innovation can be hugely beneficial in times of financial turnaround.

The CFO Levers for Profit

The pressure on profitability is growing with global market conditions constantly changing, cost and currency fluctuating and new players entering the market. Join Pradeep Suryanarayana, Director of Finance at Paypal Merchant division for an open discussion on effective ways to drive profit and margin performance beyond cost-out programs and corporate efficiency drive.   Learn about strategies for optimizing pricing and value selling and how organizations can align pricing decisions with other profit levers to drive sustainable margin growth. Join this Vendavo hosted conversation to share profitability best practices and what levers are most commonly used in your organization.

His team’s mission is to understand the challenges facing modern financial, operational, and sales performance management practices and the application of technology to drive breakthrough analytic results in performance, governance, risk, and compliance processes. With over twenty five years in accounting, corporate finance, and enterprise software he is responsible for sharing the depth and breadth of IBM Analytic solutions to solve problems and deliver results. Doug is a graduate of the Kellogg School of Management at Northwestern University and a Certified Public Account.   He completed his undergraduate work at the University of Wisconsin. He's held senior positions in accounting, finance and enterprise software at Cognos, Closedloop (now Lawson), Hyperion, Arbor Software, and Alcar (all now part of Oracle). He was a CPA with Price Waterhouse in Chicago.

Finally, Doug is also a husband, a father to two terrific daughters, and an Ironman-distance triathlete.

What Can CFOs Learn From the Toughest Endurance Bike Race on Earth?

In June, Doug and IBM jumped into a race follow vehicle to make an unheralded, two week long ultra cycling race called the Race Across America a proving ground for taking “fitness to first” for 3x top American finisher Dave Haase. Dave completed the 3,000 mile course that crosses 4 mountain ranges and 170,000 feet of vertical feet from the Pacific to the Atlantic Ocean in just 8 days and 20 hours. The fastest time in more than 15 years by an American. Dave and IBM demonstrated that NOW is the right time for real-time analytics, that you can create your own luck with foresight born from great modeling, predictive analytics, and decision optimization all on the “Cloud”, and affirmed that “it’s as easy as riding a bike” will never mean the same thing again. Attend this presentation to put these lessons to work to transform your contribution to your enterprise. It’s easier than you think to begin today with a dynamic, analytically advanced performance management system to steer business execution more effectively. Turn your organization’s fitness into first.

Douglas BartonDirector, Portfolio MarketingIBM

Kenneth Ward's business career spans 32 years and includes ten years as President and Managing Principal with the largest   Tenant Advisory firm in North America. Throughout his career, Mr. Ward has helped grow client organizations by bringing   comprehensive cost avoidance, strategic cost savings and windfall profitability to the corporate facility planning and   implementation process. He has led corporate facility related leasing, acquisition and corporate relocation assignments valued   in excess of 4.2 billion dollars, resulting in nearly a billion dollars in cumulative increases in profits and enterprise value to   clients such as; Teva Pharmaceuticals, Laboratory Corporation of America, Toshiba America Medical Systems Inc., Broadcom,   Citi Bank, Royalty Carpet Mills, Advantage Sales & Marketing, iHerb Inc., Tyco, Earth Tech, EMC Corporation and Alcon Laboratories.

Ken WardPresidentCoreStrategy Corporation

Securing Unrealized Potential for your Company

This presentation will focus on methods and structures that effectively convert millions of dollars in   Landlord/Investor profits created from your company’s facility lease NOI obligations and strong credit standing, into cash and/or credits allocated directly back to your organization. These specific strategies and structures are   materially increasing EBITDA and profitabil ity to mid-size organizations throughout the country. Actual case studies will be shared along with additional strategies and contract negotiat ion approaches that produce “unrealized” cash allocations, credits, economic incentives, direct lease cost reductions and profit participation, often measuring in the tens of millions of dollars.

Alex manages CEB Finance Leadership Council’s global research and advisory team which serves over 400 CFOs globally. Alex’s role includes maintaining business operations while building new product features to support CFOs and their teams as they execute projects related to finance talent, technology, and restructuring. Alex also leads member benchmarking initiatives and presents best practices to large global finance teams. He has been with CEB for 5 years, and started in our research department creating best practices, trainings, and diagnostics for FP&A and Treasury teams. Alex also serves as an Adjust Professor for the MBA program at American University’s Kogod School of Business in Washington D.C. He leads an experiential course on management consulting that conducts engagements with cabinet level clients in the U.S. Federal Government. Alex graduated with an honors degree in Economic History from the London School of Economics.

Developing Finance Competencies for 2020

CEB found that less than 1% of finance staff have the competencies required for high-quality business support. This fact, coupled with lower staff engagement, a geographically dispersed workforce, and changing employee preferences, has led many finance leaders to reevaluate their finance talent strategy. This breakout workshop will discuss the core pillars of a leading finance talent strategy for 2020. First, we will review and discuss the Finance 2020 Competencies that CEB has shown will drive finance team effectiveness over the next five years (e.g., business challenger capabilities, technology skills, social intelligence, and advanced analytics). We will then look at which technical and non-technical behaviors matter most and which competencies are better bought than built. Second, we will look at how leading Finance teams have sourced analytic staff from alternative talent pools, improved Finance staff engagement through dynamic career-pathing, and introduced new training methodologies for Millennial staff.

Alexander BantManager, Global ProductCEB

Dennis GannonPrincipal Executive AdvisorCEB

Teaching finance and math to at-risk youth in an alternative school setting proved to be an effective staging ground for Dennis Gannon’s career helping to educate corporate finance leaders on how they can best stay ahead of the market. Dennis, an executive advisor at CEB, notes that despite the different audiences the approach is basically the same: keep participants focused on their long-term vision in the face of ongoing, short-term distractions. Dennis’ finance expertise places him squarely in the middle of the biggest challenge facing public companies today: making effective capital allocation decisions in a slow-growth environment.

David Ehrenberg works with entrepreneurs and businesses at all stages of development, providing financial insight and mentorship. David founded Early Growth Financial Services in 2008 to provide a service that he couldn't find when he worked in early stage companies – outsourced high-quality accounting and strategic financial consulting services on-demand. David personally oversee all of the work we do at EGFS to ensure top-quality service.

Douglas EhrenbergFounder & CEOEarly Growth Financial Services

Finance 2020 - Closing the Guidance Gap

Most finance teams continue to contend with a "Guidance Gap" - an inability to meet the demands the business has for insightful financial analysis. This longstanding problem is being exacerbated by a key planning and resource allocation failure in Finance itself: the effective outsourcing of critical management processes to external vendors and internal partners like HR.Finance 2020   is CEB’s research into how corporate finance leaders and their teams are developing and executing long term plans for the function.

Panel Session: Business Partnering - Promoting Growth

More recently, companies are teaming together to benefit some areas of their business. Joint ventures can open new opportunities and open up unrealized value for a company. This panel session will bring together senior finance executives to discuss all things surrounding business partnering. This interactive panel session will aim to discover the key benefits in entering a business partnership and will also tackle issues which such a risk laden process.

CFO Rising West SummitDate: October 13 & 14 2015Location: San FranciscoVenue: San Francisco Marriott Marquis

For 1 day passes, larger groups or special requests contact Elliott Jay by calling +1 415 800 4713 or email elliottjay@cfo.com* Team discounts are applicable at the point of registration only.

Ways to Register

+1 415 800 4713 +1 323 446 7673 Click Here to Register

Group Discount Offers3 Silver Passes: $3300 ($1100 per attendee)5 Silver Passes: $4750 ($950 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)

ht TI L

Silver Pass

$1595Access to all sessions.

7 days access to presentations from the

summit via ieOnDemand

$1395Early Bird Price

(before August 21)

Diamond Pass

$2095Access to all sessions, networking events, annual subscription to all

content on the Finance & CFO channels via ieOnDemand

$1895Early Bird Price

(before August 21)

Gold Pass

$1895Access to all sessions, networking

events & unlimited access to presentations from the summit via

ieOnDemand

$1695Early Bird Price

(before August 21)

1 Day Pass

$695Full access to the sessions to your chosen day of the summit, 7 days

access to presentations from the summit via ieOnDemand

7 dayonline access to event materials

On-Demand

$600Unlimited access to presentations from the summit via ieOnDemand

including presentations, interviews & the ability to contact speakers

Access to IE.membership siteto view the event

materials

The Information

Registration Pricing

NAME OF EACH ATTENDEE

TITLE OF EACH ATTENDEE DEPARTMENT

COMPANY INDUSTRY

ADDRESS CITY

STATE/PROVINCE ZIP/POSTAL CODE COUNTRY

EMAIL OF EACH ATTENDEE BUSINESS PHONE NUMBER

2. Pass Types...

Check (Make checks payable to The Innovation Enterprise Ltd) Invoice me

Visa Mastercard American Express Diners Club Discover

CARD NUMBER EXPIRATION DATE SECURITY NO.

CARDHOLDERS NAME CARDHOLDER’S SIGNATURE

BILLING ADDRESS INDUSTRY

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 September 21, 2015 incur an administrative charge of 50%. If you cancel your registration after September 21, 2015 you will be charged the full fee. You must notify CFO Publishing in writing of a cancellation, or you will be charged the full fee. CFO Publishing reserve the right to make changes to the program without notice. NB: FULL PAYMENT MUST BE RECEIVED BEFORE THE EVENT.

Registration FormCFO Rising West SummitOctober 13 & 14, 2015 | San Francisco | CAFor registration or more information on the program, please call Elliott on +1 415 800 4713, or fax this registration form to +1 (323) 446 7673

3. Payment Options...

Early Bird Pass Options until August 21, 2015 Early Bird Silver: $1395 Attendees ____ Early Bird Gold: $1695 Attendees ____ Early Bird Diamond: $1895 Attendees ____

Regular Pass Options after August 21, 2015 Silver Pass: $1595 Attendees ____ Gold Pass: $1895 Attendees ____ Diamond Pass: $2095 Attendees ____

Group Discount Pass Options 3 Silver Passes $3300 ($1100 per attendee) 5 Silver Passes $4750 ($950 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 Elliott Jay by calling +1 415 800 4713 or email elliotjay@cfo,comGroup passes only available when all participants register together.

Pass Descriptions:Silver Pass: Access to CFO sessions & networking events. 7 days access to ieOnDemandGold Pass: Access to CFO sessions, networking events & unlimited access to ieOnDemandDiamond Pass: Access to CFO sessions, networking events, annual subscription to all content on the CFO & Finance channels via ieOnDemand

Schedule October 13

Networking Drinks 17.30 - 19.00

Session 1 : Keynote Presentations 08.30 - 10.45

Coffee Break 10.45 - 11.15

Lunch 13.00 - 14.00

Coffee Break 16.00 - 16.30

Day One 08.30

10.45

11.15

13.00

14.00

16.00

16.30

17.30

19.00

Track 1: CFO Innovation Track 2: Corp Finance Tech

Session 4:

CFO Innovation

Track 3: Compliance & Risk

Session 2 : WorkShops 11:15 - 13:1012.00

Session 4: Risk Management

Session 4:

Corp Finance Tech

Session 5:

CFO Innovation

Session 5:

Risk Management

Session 5:

Corp Finance Tech

Schedule October 14

Session 1 : Keynote Presentations 08.30 - 10.00

Lunch 13.10 - 14.10

Departure Coffee 16.30

Day Two08.30

10.45

11.15

13.00

14.00

16.30

Track 1: CFO Innovation Track 2: Corp Finance Tech

Session 5:

CFO Innovation

Track 3: Compliance & Risk

12.00

Session 5: Risk Management

Session 5:

Corp Finance Tech

Session 2 : Workshops & Roundtable Sessions 11:35-1.10

Interested in learning more about what we do? Visit our Finance Channel here!

For sponsorship information contact Abby at: abigailfletcher@cfo.com

Sponsorship

Sponsors Include:

Sponsorship packages range in price and are customizable to your goals.

Options can include:• Keynote presentation to the entire audience• Roundtable sponsorships• Workshop sponsorships or case study presentations• Event exhibit space

Gold Sponsor

Platinum Sponsor

Silver Sponsor

Platinum Sponsor Platinum Sponsor

Silver Sponsor

For sponsorship information contact Abby at: abigailfletcher@cfo.com

Sponsors Include:

Workshop SponsorRoundtable Sponsor

Roundtable Sponsor

Featured Start-Up

Roundtable Sponsor

Panel Sponsor

Coffee Break Sponsor

Panel Sponsor

Workshop Sponsor

For sponsorship information contact Abby at: abigailfletcher@cfo.com

Sponsors Include:

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