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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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| 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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