 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 | |
 |
Earn up to 22
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. |
|
| 401 Getting the Most from Every Dollar |
Hosted By:
American Express
|
Speaker:
Celina Rogers, Associate Director, CFO Research Services
Eduardo Vergara, SVP, Global Product Management & Marketing, American Express
|
Focus:
In March 2008, American Express commissioned a new mid-size company research study from CFO Research Services (a unit of CFO Publishing Corporation). The research study, Getting the Most for Every Dollar, with responses from 402 financial executives, recognizes that in today’s uncertain economic environment opportunities to drive greater savings with sufficient financial controls is top of mind. Key findings and best practices shared reveal that finance executives currently have a heightened desire to control costs including indirect expenses and are ultimately in search of striking the right balance in price, service and quality from their vendors while achieving sufficient flexibility and control for their employees. Join this workshop to learn:
1. The research results of the March 2008 CFO Research Services white paper, Getting the Most for Every Dollar.
2. Best practices that can be implemented at mid-size companies to create bottom-line dollar value through creation of preferred vendor relationships, negotiations and management.
3. How to achieve the appropriate balance of price, quality and service through vendors: flexibility and control for employees.
4. Indirect expense management strategies that have proven successful in American Express Corporate Services experience.
|
Take Away:
Workshop attendees will be able to:
1. Gain a clear understanding of strategies and best practices to identify savings priorities and opportunities;
2. Gain strategies on how to meet company-specific needs to drive value through spend data access, analysis and vendor management;
3. Leave with an understanding of how to approach select appropriate strategies, programs and tools and leverage best
practices to optimize hard dollar savings given today’s economic environment.
|
|
|
| 402 Performance Management Case Study: Improving Organizational Insight at Oticon |
Hosted By:
Microsoft
|
Speaker:
Guy Weismantel, Director of Marketing , Microsoft Corporation
Scott Stein , Chief Operating Officer , Solver
Johan Magnusson, Managing Director, Solver
|
Focus:
Oticon is one of the world’s largest manufacturers of hearing aids, this session will provide insight into the organizations performance management solution and analysis of their business challenges. Learn how a high number of users where able to analyze their own business and benchmark towards other part of the corporation, how the office of the CFO was enabled to analyse the operation instead of maintaining application and creating reports, and gain insight into the strategy for how consolidated numbers reached the board, management and stock market weeks in advance.
|
Take Away:
Attendees will gain an understanding of Microsoft’s vision for BI and they will learn about best practices from a performance management implementation, including planning and budgeting and consolidation.
|
|
|
| 403 I Spy Fraud |
Hosted By:
Crowe Chizek
|
Speaker:
Mari Reidy, Executive, Crowe
Jonathan Marks, Executive, Crowe
|
Focus:
Recent reports of accounting scandals and corporate fraud have shaken investor confidence, weakened the economy, and distracted America's corporate leaders. To restore confidence, public and private companies alike are under enormous pressure to demonstrate reliable financial reporting, solid corporate governance, and a commitment to the highest ethical standards. As one of the top 10 public accounting and consulting firms, Crowe Chizek and Company LLC assists organizations in understanding and building an anti-fraud framework with the intent to reduce their fraud exposure. In this session, you will learn and hear specific cases describing the various types of fraudulent activities that may occur within the organization. We will share common myths about fraud and will present some of the leading practices on implementing anti-fraud programs.
|
Take Away:
Attendees will leave this session with a better understanding of the various types of fraud; the financial impact fraud may have on an organization, and common perceptions and myths. You will understand and gain key insights into how best to develop a framework and implement an effective anti-fraud program within your organization.
|
|
|
| 404 Finding Hidden Profits in Non-Core Spending |
Hosted By:
Expense Reduction Analysts
|
Speaker:
Bradly L. Davidson, Managing Director, Expense Reduction Analysts
|
Focus:
Looking for extra profit for your company? In this session, case studies and benchmarking data drawn from literally thousands of companies reveal ways to unleash the profits hidden in your non-core spending ― reducing costs by an average of 19.7%. We will explore:
• Benchmarking data on profit opportunities in non-core spending,
• Evolving supplier pricing strategies that require evolving buying strategies,
• Three fallacies of cost reduction,
• Top ten opportunities for non-core cost reduction,
• Practical strategies and tactics from our experts to reduce costs around Merchant Card Fees, Office Supplies, Courier, and P-Cards,
• The top and bottom line impact of acting on this knowledge.
|
Take Away:
Attendees will leave this session with:
• Insights as to where to find hidden profits in non-core spending,
• Best opportunities for cost reduction based on extensive benchmarking data,
• Specialized guidance and practical tactics that can be immediately implemented to reduce spending in four cost areas,
• An understanding of the incredible impact these hidden profits can have on a business’s profitability, growth and survival.
|
|
|
| 405 Turning Corporate Sustainability into Financial Advantage |
Hosted By:
Sebesta Blomberg
|
Speaker:
Jerry Bauers, Senior Commissioning Director, Sebesta Blomberg
|
Focus:
This session will address what it means to be sustainable, and what are U.S. companies are doing today to move toward sustainability, protect the environment, and still run a profitable and competitive operation. Attendees will learn about companies that have started their journey to sustainability, and understand the tools needed to begin their company’s own corporate sustainability program. Areas covered will include:
• Financial drivers of corporate sustainability,
• Sustainability metrics,
• Carbon footprint,
• The sustainability process,
• Sustainability action plan.
|
Take Away:
After attending this session, attendees will learn what it means to be sustainable, and what are U.S. companies are doing today to move toward sustainability, protect the environment, and still run a profitable and competitive operation. Attendees will also learn about companies that have started their journey to sustainability, and understand the tools needed to begin their company’s own corporate sustainability program.
|
|
|
| 406 A CFO’s Game Changer: Business Performance Management Lessons from the Real-World |
Hosted By:
SOLOMON
|
Speaker:
Kurt Lueck, CEO, SOLOMON Technology Group
Terry Mance, President, SOLOMON Technology Group
|
Focus:
Business Performance Management (BPM) can be a game changer for today’s CFO. What does it look like? How do you implement? And what are the technologies that enable its success? Referencing a real-world global BPM implementation, this presentation walks through the entire project process, from alignment to business objectives, to leading practices, to specific technologies including Oracle -Hyperion, IBM-Cognos and SAP-Business Objects. We will discuss several specific lessons-learned from this and other projects. Progressive CFOs understand they can impact results by focusing the organization on what’s most important. Simply put, BPM is the strategy of defining the right business metrics and enabling technology to automate the measurement. More and more of today’s best run organizations are using BPM to link business strategy to operational execution. The results have been significant. It’s putting the CFO in the driver’s seat for managing measurable results. But, where does a CFO start?
|
Take Away:
Attendees will leave this session with insight into successfully creating and implementing a Business Performance Management solution. The session will include a number of specific tools, templates and lessons learned from strategy through technology. Additionally, an unbiased review of the technology landscape will be provided. You will find out how your organization can implement a game-changer for working smarter and achieving results.
|
|
|
| 407 The First 100 Days |
Hosted By:
Tatum
|
Speaker:
Rebecca Irish, Associate Managing Partner, Tatum LLC
|
Focus:
Just as Presidents are judged on the leadership they demonstrate in the first 100 days, so are financial executives. In fact, “First 100 Days Syndrome” surfaces often in one’s career. Whether you are taking on a new role or the organization has experienced a significant change, thinking in terms of the first 100 days can help you avoid common pitfalls and ultimately thrive. Don’t miss the insights of a 25-year veteran, who has served as CFO of multiple companies, discussing how the first 100 days can be the crucial difference between success and failure. This session will offer practical advice and illustrations regarding how to:
• Manage the expectations of the CEO and the Board of Directors (and navigate differences between them)
• Identify and create internal and external relationships with key players, working around obstacles
• Deal with the most pressing issues while diagnosing the underlying problems
• Establish the framework for an “office of the CFO”
|
|
|
| 408 Finance and TV Ad Spending and Control: A Case Study on Delivery Validation |
Hosted By:
Eloda
|
Speaker:
Sam Knox, Director, CFO Research Services
François Rainville , President and CEO, Eloda Corporation
|
Focus:
This session will discuss ways for finance to get a handle on television advertising, by determining real costs and actual delivery information. Topics discussed will include:
• How do the finance, procurement, and marketing groups get and use information on ad spending and delivery? What roles do ad agencies and TV stations/networks play? Is their information on ad delivery accurate, transparent, and timely? Are there other sources of information?
• Within the finance function, who is most concerned with/responsible for control over ad spending and delivery? What role does the internal audit group play?
• What processes, technology, and third-party arrangements have companies put into place to manage financial control over advertising? What steps have companies taken to comply with Section 404 of Sarbanes Oxley that are related to control over advertising spending and delivery? How did companies find weaknesses, remedy them, etc?
• How do finance executives aspire to change their control over ad spending and delivery and to work more effectively with their marketing functions?
• TV Advertising verification best practices. Case study: preliminary results of the innovative use of newly available tools to manage ad campaign spending and delivery.
|
Take Away:
After attending this session, delegates can expect to better understand the issues surrounding the control of TV ad spending delivery and how it may be affecting their company’s financial results and strategic position. They will also know which tools, aligned with corporate governance requirements, can help them take action, manage and control their TV ad spending.
|
|
|
| 410 Achieving SOX Compliance While Gaining Better Accounts Payable Processes and Reducing Costs via Outsourcing |
Hosted By:
The Bank of New York Mellon
|
Speaker:
Rich Layman, VP of Finance, Conseco Insurance
Jim Crawford, Vice President, SourceNet Solutions, A Bank of New York Mellon Company
|
Focus:
This session will provide an overview of the dynamics and market conditions driving Accounts Payable automation and outsourcing, and demonstrate how Conseco, Inc. was able to increase efficiency, reduce costs and decrease risk associated with accounts payable processing using an onshore, outsourced approach. Conseco’s project objectives, process obstacles, solution design and outcomes will be discussed in detail including:
• Market drivers to automate and outsource
• Industry segmentation — advantages and disadvantages
• Sarbanes-Oxley compliance — barriers and enablers
• Enterprise wide reporting and visibility to improve cash flow and decrease DPO
• Strategic impacts relative to M & A activities
• Future trends:
- Data Mining
- Getting access to captive cash flow — Accounts Payable financing/trade payables
|
Take Away:
By attending this session, attendees will gain insight into the issues surrounding Accounts Payable automation and outsourcing and be able to better evaluate automation/outsourcing options for their organization, as well as the potential benefits to their Accounts Payable area.
|
|
|
| 411 Lessons Learned — The Pains and Gains of AP Automation |
Speaker:
Tim Phillips, Solutions Consultant, Brainware, Inc.
|
Focus:
Finance executives are transforming their operations by reengineering their Accounts Payable processes and automating invoice handling. For those companies that do it right, the benefits are timely and substantial. In addition to reducing the direct labor expenses associated with data entry, these CFOs are unlocking new business value through vendor discounts and better vendor management. On the flip side, there are hidden costs associated with many of the “silver bullet” platforms and technologies that promise to reduce costs but end up addressing a mere fraction of the total invoice volume. In this workshop, you will learn how companies such as Alltel, JohnsonDiversey, Shell, Amgen and Halliburton have reduced invoice cycle times, improved process visibility, and enabled touchless payment processing. These companies have surveyed the landscape and found what works. Their case studies will help you realize the “gains” while minimizing the “pains” of accounts payable automation.
|
Take Away:
By attending this workshop session, attendees will learn 7 ways in which your organization will benefit from AP automation, supported by specific case study examples of each. They will also learn how to evaluate vendors to ensure you can reap the “gains” while minimizing the “pains” of accounts payable automation.
|
|
|
|
