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Earn up to 18 CPE
Credits
CFO Conferences is registered with the National Association of State Boards of Accountancy (NASBA) as a
sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final
authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed
to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417; Website:
www.nasba.org.
Delivery Method: Group-Live
Program Level: Intermediate
Prerequisites: Two years experience as a
corporate finance manager. For more information regarding refund, complaint and cancellation policies, contact CFO
Conferences at (888) 767-5924 or (617) 345-9700, ext. 218. |
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| Optional Pre-Conference Workshop — Spreading the Love: Getting Managers to Use Corporate Performance Management (CPM) |
| 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. |
Speaker:
Lawrence Serven, Principal, The Buttonwood Group
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| 101 Rolling out Performance Management – World Vision International Case Study |
Hosted By:
Infor
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Speaker:
Chris Siefkas, Program Manager, World Vision International
Scott McLean, Sales Director, Infor
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Focus:
World Vision International is a not-for-profit, development and advocacy organization dedicated to working with children, families and communities to overcome poverty and injustice. With over 23,000 employees, World Vision is a $2.1B organization. As with other global organizations, World Vision faced challenges integrating multiple data sources into one central system. In this session you will hear how World Vision was able to solve key business process challenges with regard to consolidated reporting & budgeting across multiple countries.
For 13 years in over 90 countries, one of the core applications for WVI has been the SunSystems Financial product. Taking the solution to the next level, WVI has now adopted performance management technology that delivers a global consolidated reporting, planning and budgeting environment. The deliverable benefits are greater visibility of global data and centralization of the budget & planning process utilizing web technologies.
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| 102 Managing Performance — The Bridge Between your Current and Desired Results |
Hosted By:
George Group
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Speaker:
Bob Iversen, VP, George Group- now a part of Accenture
Pete Winiarski, Principal, George Group- now a part of Accenture
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Focus:
This session will examine a proven process for maximizing performance. The presenters will cover the following points:
• You must first understand the drivers of performance;
• Targets should be set based on real opportunity;
• Accountability is created with Performance Dialogue (formal and informal);
• Yes, you do need a periodic diagnostic exercise;
• Reconciling Aspirational/Stretch Targets with Budget Commitments: They are different.
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Take Away:
After attending this session, you can expect to understand the process described to “Maximize Performance,” as well as know how to get started in your organization.
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| 201 Managing From a Position of Strength (Workshop presented by Business Objects) |
| Northern California Public Broadcasting, Inc. (NCPB) has more than doubled in size in recent years while the Finance Department staffing level has not changed in over ten years. During 2006, it merged with two television stations, adding further complexity to its financial reporting and planning procedures. The planning process previously consisted of a static Fiscal Year budget, monthly financials that reported ‘actual versus budget’, and a mid-year “top down” forecast that simply adjusted the budget for major known variances. The company did not have a process to collect “bottoms up” input from managers or a system for automated variance reporting. Human resource data comprised approximately half of all operating costs but was not directly linked into the planning process. |
Hosted By:
Business Objects
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Speaker:
Jeffery Nemy, Chief Financial Officer, Northern California Public Broadcasting Inc.
Stephanie Buscemi, VP of Solutions Marketing, SAP
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Focus:
In this session, NCPB CFO Jeff Nemy will describe how they created a financial planning system that enables users to update forecasts anytime during a month – not only to reforecast balance of its current fiscal year, but also 36 months thereafter – while decreasing time spent consolidating data that formerly had been manually reconciled in Excel spreadsheets. Financial managers now invest their time analyzing plans and results instead of spending weeks reconciling and consolidating data.
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Take Away:
In this session you will learn how to align strategy with core processes and activities, provide visibility and control to managers, collaborate across the company and also, how to close the loop between financial and operational planning.
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| 202 How to Capitalize on Next Generation Business Intelligence to Achieve Maximum Proficiency and Optimal Performance |
Hosted By:
QlikTech
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Speaker:
Sean Hughes, Executive Regional Director, West Coast, QlikTech Inc
Rick Seaman, Assistant VP for Finance, University of Virginia
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Focus:
This session will begin by focusing on recent trends and developments: the BI squeeze, the Gartner Magic Quadrant, and ongoing mergers & acquisitions. You’ll then hear about the benefits of Business Intelligence tools throughout various industries and functions, with a specific focus on financial analysis and reporting.
The session will include a case study from University of Virginia’s finance department demonstrating how they’ve been leveraging BI tools to recoup development effort through increased staff productivity, as well as shortening financial statement completion and increasing all-out ROI.
The speakers will also address current challenges companies face when implementing Business Intelligence/Analysis and Reporting tools. And finally they will look at areas where Business Intelligence can help remedy organizational and operational challenges; including how it can help achieve project goals.
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Take Away:
By attending this session, delegates can expect to understand where the Business Intelligence industry is heading in the next few years, why, and how their own industries and organizations will be affected by these changes and also learn how their peers and colleagues are successfully using these instruments at other organizations.
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| 301 The ROI of Analytics |
Hosted By:
SAS
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Speaker:
Dan Thorpe, SVP and Director of Statistics and Modeling, Insight and Innovation, Wachovia
Jonathan Hornby, Director, Worldwide Marketing — Performance Management, SAS
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Focus:
Everyone is talking about analytics – it’s the main theme of this conference. You know how to create financial models. You know how to create forecasts and deploy dashboards/scorecards. So what additional analytical options could you explore? Like many, you probably have a good idea of the high-level potential. Feedback from previous events tells SAS that you want to see some evidence and get a firmer understanding of how. You asked, we’re delivering. This presentation will show you the kind of returns some of our customers have achieved by deploying advanced analytics. We will dig down deeper and explore two flavors – forecasting and optimization; discuss techniques proven within finance; and arm you with some approaches you can adopt quickly to make an immediate impact. Applying analytics, however, is only half the story. Technology alone won’t solve your problems. Skills, capabilities and attitudes are important. So, too, is executive commitment and the process of change management. Hear how Daniel Thorpe, Senior Vice President and Director of Statistics and Modeling, Insight, and Innovation, is successfully addressing these challenges at Wachovia. The goal will be for every attendee to walk away with a clear understanding of how analytics can improve performance and have one or two ideas that can be acted on immediately.
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| 302 The CFO-CIO Dialogue: How to Make it Work |
Speaker:
Lisa Metcalfe, Regional Practice Leader, Tatum, LLC
Debra Morris, Partner, Tatum, LLC
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Focus:
The CFO wants to manage ROI while the CIO wants to invest in leading-edge technology. Sound familiar? Often the finance and technology departments are not in sync, and competing agendas can impede progress toward strategic business objectives. Finding common ground becomes imperative once you’ve recognized the need to run the business based on accurate, meaningful performance metrics. This session provides insight into successfully aligning IT with the goals of the business. The CFO perspective is represented by a 25-year financial executive who has served as a CFO of multiple organizations. The CIO is also a seasoned leader with 18 years of experience leading a broad array of technology initiatives throughout various stages of growth. Join a discussion of diverse real-world leadership experiences to enhance your own effectiveness as a business leader.
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Take Away:
By attending this session, delegates can expect to have a better understanding of the needs and concerns of their IT counterparts, as well as learn how to create a balance between IT requirements and ROI.
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