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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. |
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| 101 Insulating Earnings From Pension Volatility ― Run Your Pension As A Business Unit! |
Hosted By:
PensionSpan from Barclays Global Investors
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Speaker:
Andy Hunt, Strategist, Barclays Global Investors
Eugene Podkaminer, Strategist, Barclays Global Investors
Stephen Bozeman, Head of Defined Benefit Outsourcing, Barclays Global Investors
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Focus:
It’s no secret that earnings, equity, income, and cash flow have been affected by recent pension legislation and accounting standard changes, compelling CFOs and Treasurers to view the pension as they would any other financial subsidiary of their firm. A new type of diligence and different skill set is required to ensure that your company is not financially or competitively disadvantaged by its obligation to its retirees. Part history lesson, part Case Study, part panel discussion, our workshop examines bringing your pension in line with your business, investing with a view towards the liabilities, and freeing you to re-focus on the Operating company that is the core of your job. Tomorrow’s pension plan will meld performance improvement with risk management, to the benefit of customers, shareholders and employees alike.
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Take Away:
When you leave our session you should have a better understanding of:
• What the impact of your defined benefit pension plan is to your shareholder’s equity, earnings, and cash flow.
• How pensions have been run historically in the US and why the old model doesn’t make sense going forward.
• What you can do to mitigate the impact of pension volatility on your balance sheet while improving the security of employee benefits.
• How costly plan terminations and buyouts can become in lieu of successful governance and management.
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| 103 Managing Performance — The Bridge Between your Current and Desired Results |
Hosted By:
George Group
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Speaker:
Bob Iversen, Vice President, George Group
Pete Winiarski, Principal , George Group
Larry Ogelsby, 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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| 104 Services Sector: Unleash the Value of Your Finance Operation |
Hosted By:
TATA
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Speaker:
Jim McKinley, Practice Lead, Business Transformation, TATA Consultancy Services
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Focus:
Overview of top challenges facing CFOs in the services sector today to include:
• Price increases are slowing while costs continue to rise; the need to do more with less
• Multi-vendor BPO management
• The difficulty of managing diverse work groups in multiple geographies fulfilling an end to end service
Doing more in the finance operation with less: Case studies and Examples
• Work categorization approach using a leading provider’s end to end service fulfillment process as the discussion point
• Managing multiple BPO vendors: practices currently in place in a leading retail company
• Establishing and managing high performing teams: work groups and teams, what are they, when you should use them based on recent success at a leading service provider
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Take Away:
After attending, delegates can expect to understand, at a tactical level, leading trends in unleashing value in service sector finance organizations. They will be equipped with tools and techniques that can and should be deployed as a part of their own finance transformation initiative.
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| 105 Health Care Consumerism — Is it Good Business? What is Right for Your Organization? |
Hosted By:
Mercer
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Speaker:
Jeff Farmer, Principal, Mercer
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Focus:
• What is consumerism? Consumerism is a wide-ranging topic, not limited to just Consumer Directed Health Plans (CDHP). The essence of consumerism is to promote more engaged and educated healthcare behavior to improve health outcomes and costs.
• Why should CFOs care about consumerism? Health care costs continue to rise at rates higher than inflation, and businesses continue to search for cost-reduction opportunities that also meet HR objectives. Data from Mercer’s employer-sponsored health plan survey will be shared.
• What can employers do about it and what are their responsibilities? What about employees, what is their role? Consumerism is based on a model of shared responsibility between employer and employee. Employers need to provide information, education, choice, tools and incentives to employees. Employees need to change behaviors and seek the highest quality health care.
• What are the potential and emerging financial and other results and benefits of consumerism? While consumerism shows great promise and rapidly growing popularity, is it delivering, and with what risks? How do you find the right “fit” or consumerism approach for your organization?
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Take Away:
When you leave this session you will have a better understanding of what consumerism is, the facts about how it can or cannot help bring down health care costs, and what your role is as a CFO in promoting it in your company. You will also come away with practical ideas that can be implemented, and very importantly, a better understanding of the investments, realistic benefits, and risks involved … so you can determine “how far — how fast” to pursue consumerism is right for your organization.
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| 106 Going Private: Kronos Incorporated’s Experience of Being Bought by a Private Equity Firm |
Hosted By:
Kronos
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Speaker:
Mark Julien, CFO, Kronos
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Focus:
Kronos CFO Mark Julien will discuss:
• Factors that led Kronos to decide to explore the option of going private.
• An overview of the process including steps taken to ensure shareholder value was optimized.
• Challenges faced including:
- Ensuring confidentiality of the process
- Managing resource demands
- Managing the effect of surprise twists during the process
- Dealing with employee and customer reactions post transaction
• Lessons learned: Who are Private Equity Groups (PEGs); what are they looking for and what can they provide to you.
• How it’s going so far: the key differences of private vs. public from an operating perspective.
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Take Away:
When you leave my session you will have a better understanding of the complexities of taking a company private.
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| 107 CFO Research Insights ― Paths to Improvement in Accounts Payable |
Hosted By:
Ariba
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Speaker:
Celina Rogers, Associate Director, CFO Research Services
Ashish Deshpande, Sr. Product Marketing Manager, Ariba
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Focus:
In this session, Celina Rogers, associate director of research at CFO Research Services, will present results from a recent study on improving accounts payable. In that study, CFO Research surveyed more than 180 senior finance executives to understand finance’s priorities and challenges in improving accounts payable, as well as their advice on the best way to improve AP performance. The study found that finance executives’ interest in AP management extends beyond process efficiencies to include broader issues, such as cash management, stopping savings leakages, and managing relationships with key suppliers. The approaches that companies take to pursue these broader objectives vary considerably, according to participants in the research program, and in many cases finance executives reported that their efforts have fallen short of the promised benefits. The finance executives who participated in the study were eager, however, to share the practices that have worked well for them in their AP improvement efforts, and Ms. Rogers will outline their key pieces of advice in this session. The presenters will also share insights, based on the research and on Ariba’s extensive experience in the field, into some of the methods companies have employed to overcome the hurdles that get in the way of AP improvement efforts.
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Take Away:
Attendees will leave this session with new insights into improvement efforts for accounts payable. Attendees will also gain valuable insights into some of the best practices on creating a sustained "path to progress" for improving and enhancing the strategic value of AP.
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| 108 The CFO’s Next Challenge: Applying Finance Talent to Create Enterprise Value |
Hosted By:
Deloitte
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Speaker:
Franco Girimonte, Senior Manager, Deloitte Consulting LLP
Rahul Gautam, Senior Manager, Deloitte Consulting
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Focus:
Today’s CFOs and finance organizations must execute on a broad range of responsibilities that go far beyond their traditional role as corporate accountants. Now with they are expected to serve in the catalyst and strategist roles, and to build a finance organization that is equipped to deliver in this capacity. Today we will focus on the people side of the equation — finance talent — an area of pressing concern, and one which has, in our experience, proved difficult for most companies. Specifically, we will explore:
1. Highlights from our recent global finance talent survey;
2. The supply and demand of finance talent, the changing workforce composition, including the aging population and generational gaps and considerations;
3. The talent-related challenges that the CFO and finance organization are facing;
4. Research-supported key insights on finance talent; and
5. Solutions to address the finance talent challenges.
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Take Away:
When you leave this session you will have a context for your own talent agenda and have “take-home” ideas on how to leverage finance talent, or the “people side” of the equation, to:
1. Build a finance organization that is equipped to deliver on the growing demand for value-creation via the catalyst and strategist roles.
2. Prepare your finance organization to evolve into a value-creating function.
3. Address key global finance talent issues.
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| 109 Apples to Oranges:
Practical Ways to Raise the Financial IQ of the Non-Financial Managers at Your Company |
Hosted By:
Stratactics
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Speaker:
Mats Bjoerkman, Business Controller, Service North America , ABB, Inc.
Darrell Mullis, CEO, Stratactics, Inc.
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Focus:
This fascinating case study from ABB Ltd. proves that when the Finance Department is able to successfully raise the “Finance IQ” of a company’s non-financial managers, the result can be an economic turnaround for the organization. Recognition of this need occurred for ABB financial leaders after a major financial crisis convinced company leaders to redefine its organizational structure and strategic objectives. A major challenge was getting sales people, managers and field engineers to think and act like business owners. This global electrical engineering company with over 100,000 employees in over 100 countries needed to make it easier for customers to do business with them and easier for internal business units to work together as one team. We will address the challenges ABB faced, its innovative solutions to these challenges, and ongoing obstacles to be overcome in this transformation.
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Take Away:
Attendees will leave this session with an understanding of how they can apply ABB’s use of an ‘out of the box’ activity-based learning approach to break down silos in the organization and connect financial IQ to relevant day-to-day decisions and behavior.
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| 110 Web 2.0 for the CFO: The Coming Revolution in ERP and Financial Software |
Hosted By:
Workday
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Speaker:
Mark Nittler, VP Strategy, Workday
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Focus:
ERP today is in the middle of almost all financial management processes helping, or hindering finance transformation across the board from GRC to performance management and everything in-between. And as evidenced by recent announcements by SAP, Oracle and others, ERP is on the verge of a dramatic evolution based on new ideas like in-memory databases, object management and software as a service. Do you understand the coming technologies? More important do you understand the business implications of the coming changes? This session provides a rapid fire, executive level, primer on the coming changes in ERP the key new technologies and the potential they offer for supporting the new office of the CFO.
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Take Away:
Attendees will leave the session with an understanding of the major areas of change in the new approach to ERP including business model and delivery; technology and business functionality. You will gain understanding of the key terms and claims and some ideas about how these modern systems can impact your personal, departmental, and organizational goals.
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