Sunday, February 3, 2008

12:00 - 3:30 PM

Optional Pre-Conference Workshop — Spreading the Love: Getting Managers to Use Corporate Performance Management (CPM)
Lawrence Serven, Principal, The Buttonwood Group
Which company is more likely to outperform the market? The company that keeps CPM confined to "the priesthood" or those companies where CPM is part of daily life for an average manager? The answer may surprise you. While sophisticated CPM tools abound, they tend to be used by highly trained Finance professionals. This has kept the power and leverage of CPM confined to the few. However, those organizations that have made CPM part of the daily lives of front line managers consistently outperform their peers. So how do you engage managers on the front lines to embrace CPM? Obstacles abound, including amazingly high user expectations for ease of use that have been set by the likes of Apple's i-Pod and Amazon.com. Yet some companies have been able to successfully "go the final mile" and get line managers fully engaged in CPM. Drawing from a CFO Magazine survey of 150 companies, and insightful case studies; this highly interactive workshop will teach you how leading companies successfully pushed CPM to the front line managers and the powerful impact it had on shareholder value. Earn 4 Additional CPE Credits by attending this pre-conference workshop. Additional fee applies and pre-registration is required.

3:30 - 7:00 PM

Super Bowl Sunday Networking Reception
Follow up your learning with some fun — all workshop attendees are invited to watch the game with us immediately after this session ends! Refreshments will be provided.

Monday, February 4, 2008

7:00 - 8:00 AM

Registration and Continental Breakfast

8:00 - 8:15 AM

Opening Remarks and Chairman’s Welcome
Scott Leibs, Deputy Editor, CFO Magazine, Panel Moderator
Lori Calabro, Deputy Editor, CFO Magazine

8:15 - 10:15 AM

Mastering the Management System: The Execution Premium
Robert Kaplan, Co-Developer of the Balanced Scorecard; Baker Foundation Professor, Harvard Business School
Dr. Kaplan will present the latest work that he and David Norton have been doing on the linking of strategy and operations: “The Theory of Everything,” as he calls it. The new research describes a “closed-loop” management system designed to balance the inherent tension between near-term operational concerns and long-term strategic priorities. This system can help set clear strategic goals, allocate resources, set priorities for operational action, quickly recognize the impact of those decisions, and update goals as necessary. You don’t want to miss this advance look at new ideas and methods from the team that created the Balanced Scorecard.

10:15 - 10:45 AM

Refreshment Break

10:45 - 11:30 AM

Analytics Based Strategy at Capital One
Jim Campbell, SVP and CFO, US Card Segment, Capital One Financial Corporation
Capital One has long championed Analytics as a uniquely powerful means to measure all aspects of consumers during their credit life cycle. Jim Campbell has a unique vantage point on Capital One's analytical culture and practices across the business. His perspective on how the finance function adds value to the business and invests in people for business success and personal growth will be especially interesting to finance professionals who wish to strengthen business support functions.

11:30 - 12:15 PM

Business Analysis at Procter & Gamble
Glenn Wegryn, Associate Director of Global Analytics, The Procter & Gamble Company
Since the early 1990’s, Procter & Gamble’s Business Analysis organizations have delivered modeling and analysis techniques across Procter’s thirty business categories in multiple locations worldwide, leading to substantial business growth and savings. This session will highlight the history and key milestones, including the project — executed in conjunction with Procter’s finance organization — that led to the formation of the Product Supply Analytics group. Mr. Wegryn will also focus on key factors for successful creation of similar capabilities in other organizations.

12:15 - 1:15 PM

Networking Luncheon

1:15 - 2:05 PM

Track One: Concurrent Executive Education Workshops

2:15 - 3:05 PM

Track Two: Concurrent Executive Education Workshops

3:05 - 3:30 PM

Refreshment Break

3:30 - 4:15 PM

Value of Business Intelligence and Enterprise Data Management
Tim Stanley, SVP Innovation and Gaming Technology and CIO, Harrah’s Entertainment
In this session, you’ll hear how Harrah's, the world’s largest branded casino entertainment company, builds new insights into what drives loyalty and profitability across diverse customer segments within its global network of properties. Uncover how Tim Stanley and his team depend on CRM and BI analytics to take chance out of the game as they leverage critical information in real time to deliver exciting new levels of differentiated service and entertainment for guests.

4:15 - 5:15 PM

C-Sweet: The Key to Turning Data into Information and Information into Value
G. Bennett Stewart, III, Co-Founder, Stern Stewart & Co; CEO, EVA Dimensions LLC
One of CFO Conference’s favorite speakers will discuss by business intelligence often fails to live up to its potential, and how to fix that. The chief problem — too many metrics without an overarching mission. The answer — focusing on a measure that delivers the three C’s: Continuous improvement mission, Comprehensive application, and Compensation link. With his usual evangelistic fervor, Stewart argues that only one measure fits the bill — EVA, or economic value added, a measure of true economic profit that integrates income statement efficiency, balance sheet capital management, growth, and risk into a decisive overall score.

5:15 - 6:45 PM

Networking Reception

Tuesday, February 5, 2008

7:30 - 8:30 AM

Continental Breakfast

8:30 - 9:30 AM

Capturing the Tangible and Intangible Value Streams in Organizations
Brett Knowles, Founder, PM2 – Performance Measurement & Management
Over 82% of company’s valuation comes from intangible assets — assets which are invisible to our accounting systems. Over the past decade considerable research and best practices have evolved around the identification, measurement and management of these assets — and their supporting value streams. This session will share best practices in intangible value drivers, and discuss how intangible assets perform — and need to be measured — differently from tangible assets. You’ll hear case studies demonstrating that better management of these areas have contributed billions of dollars in increased valuation.

9:30 - 10:15 AM

Building Customer Intimacy and Loyalty through Customer Insight
Dan Thorpe, SVP and Director of Statistics and Modeling, Insight and Innovation, Wachovia
Dan will be discussing how he and his team of modelers have classified customer insights to determine a customer's lifetime value to the bank. He also will discuss how he has developed a marketing mix model that has guided the company's advertising spend. Through his marketing mix model, Wachovia is already seeing positive results based on the outcomes of the model.

10:15 - 10:45 AM

Refreshment Break

10:45 - 11:30 AM

Panel Presentation: Best Practices in Driver-Based Financial Planning and Analysis
Scott Leibs, Deputy Editor, CFO Magazine, Panel Moderator
Robert Kugel, SVP and Research Director , Ventana Research
Jonathan Hornby, Director, Worldwide Marketing — Performance Management, SAS
Mark Nittler, VP Application Strategy, Workday
Plans, budgets, forecasts and models developed using spreadsheets can cause a well-known litany of headaches — and analytics such as new revenue scenario analysis can turn into scrambled eggs when spreadsheets multiply and errors creep in. Effective decision support is tied to how well planning procedures and systems draw from data and information that everyone can trust. This panel discussion will cover:
• When spreadsheets are the right choice and when they’re not
• How technology affects your company’s ability to allocate resources rapidly as new risks and opportunities emerge in the marketplace
• Using technology to provide useful leading indicators for operations and finance

11:40 - 12:30 PM

Track Three: Concurrent Executive Education Workshops

12:30 - 1:15 PM

Networking Luncheon

1:15 - 1:45 PM

Dessert in Exhibit Hall

1:45 - 2:30 PM

Readiness is All: BI Systems at the U.S. Coast Guard
LCDR Joseph Staier, Program Manager for Coast Guard Business Intelligence Systems (formerly the Readiness Management System), U.S. Coast Guard
Coast Guard Business Intelligence System (CGBI) began as a system to track readiness to execute missions at all levels in the organization but has evolved into much more. By combining data from 25 authoritative source systems with repeatable measures, robust analyses, proven technology and programmatic goals, then distributing it enterprise wide via an intranet portal, everyone in the CG has access to knowledge at all levels of the CG. This allows for better decision making and decisions which are in alignment with Coast Guard Goal goals. One Source. One Answer. One Coast Guard.

2:30 - 3:15 PM

Advanced Analytics Scores for Electronic Arts' Decision Making
Warren Jenson, EVP, CFO and CAO, Electronic Arts
With some of the most popular video game titles in its roster, from Medal of Honor and the Sims to Madden NFL and a variety of casual games, Electronic Arts has a special task in managing the explosive growth that all leading video game publishers enjoy currently. Warren Jenson will share critical insight into EA's disciplined and inspired allocation of resources — as exciting and daunting as the virtual worlds EA crafts for its legions of devoted players. Hear more about how he matches analytic technologies with performance management systems for enhanced alignment and visibility in an increasingly competitive environment.

3:15 - 3:20 PM

Closing Remarks