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Earn up to 18 CPE Credits

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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.
Platinum Sponsor

SAS Institute Inc.
www.sas.com      

SAS is the leader in business intelligence and analytical software and services. Customers at 42,000 sites use SAS® software to improve performance through insight from data, resulting in faster, more accurate business decisions; more profitable relationships with customers and suppliers; compliance with governmental regulations; research breakthroughs; and better products and processes. Only SAS offers leading data integration, storage, analytics and business intelligence applications within a comprehensive enterprise intelligence platform.

Finance organizations have long relied on SAS to improve the accuracy, relevance and timeliness of financial plans, budgets and reports while promoting the alignment and execution of strategy. Using SAS, finance can facilitate flexible, strategic financial and operational planning within a collaborative environment and effectively analyze and manage the true drivers of shareholder value in relation to strategy in real time.

Since 1976, SAS has been giving senior finance executives around the world THE POWER TO KNOW®. Learn more at www.sas.com.

Corporate Sponsor

QlikTech, Inc.
www.qliktech.com      

QlikTech, the global leader in next-generation business intelligence solutions, offers sophisticated in-memory analysis and reporting solutions for enterprise & individual customers. QlikTech supports an open information architecture, where business information is broadly, affordably and quickly available to those who need it. QlikTech’s flagship product, QlikView, uses next-generation patented in-memory association technology to make sophisticated analysis dramatically easier to deploy, use and maintain. QlikView’s click driven, visually interactive interface is simple for end users to learn and use.

QlikTech is the world’s fastest growing business intelligence software company with more than 5,992 customers in 74 countries and is adding more than 11.9 new customers each working day. In addition to thousands of small and midsized companies, QlikTech’s customers include large corporations such as Tetra Pak, Deutsche Telekom, Reuters, 3M, Colonial Supplemental Insurance, and BMW.

SAP
www.sap.com      

SAP is the world’s leading provider of business software*. Today, more than 39,400 customers in more than 120 countries run SAP® applications—from distinct solutions addressing the needs of small businesses and midsize companies to suite offerings for global organizations. Powered by the SAP NetWeaver® platform to drive innovation and enable business change, SAP software helps enterprises of all sizes around the world improve customer relationships, enhance partner collaboration and create efficiencies across their supply chains and business operations. SAP solution portfolios support the unique business processes of more than 25 industries, including high tech, retail, financial services, healthcare and the public sector. With subsidiaries in more than 50 countries, the company is listed on several exchanges, including the Frankfurt stock exchange and NYSE under the symbol “SAP.” (Additional information at http://www.sap.com)

Associate Sponsor

Business Objects
www.businessobjects.com      

Business Objects is the world’s leading business intelligence (BI) and enterprise performance management (EPM) software company. With more than 39,000 customers worldwide, including over 80 percent of the Fortune 500, Business Objects helps organizations gain better insight into their business, improve decision making, and optimize enterprise performance. The company’s business intelligence platform, BusinessObjects™ XI, offers the BI industry’s most advanced and complete platform for reporting, query and analysis, performance management, and data integration. BusinessObjects XI includes Crystal Reports®, the industry standard for enterprise reporting and a suite of industry leading financial planning and performance management products, which offer integrated budgeting, planning, forecasting, consolidations, productivity measurement, and reporting functionality. Business Objects has also built the industry’s strongest and most diverse partner community, and also offers consulting and education services to help customers effectively deploy their business intelligence and performance management projects. For more information visit: www.businessobjects.com

Clarity Systems Ltd.
www.claritysystems.com      

Clarity Systems delivers superior CPM software solutions, training, consulting, and advisory services for financial budgeting, planning, reporting, consolidation, and analytics to a large client base across North America and Europe. With a rich feature set, Clarity 6 is a unified application that offers the flexibility, security, and control needed to meet compliance requirements, make more informed business decisions, and ensure better corporate responsibility. Named as one of Profit's 100 fastest growing companies in 2005 and a Branham 300 top 100 IT company, Clarity Systems continues to experience a large growth in revenue, expand its client base, and lead the industry as the CPM solutions' specialist. For more information on Clarity, please visit our website at www.claritysystems.com or call us at 1-877-410-5070.

Cognos
www.cognos.com      

Cognos, the world leader in business intelligence and performance management solutions, provides world-class enterprise planning and BI software and services to help companies plan, understand and manage financial and operational performance.

Cognos brings together technology, analytical applications, best practices, and a broad network of partners to give customers a complete performance system. The Cognos performance system is an open and adaptive solution that leverages an organization’s ERP, packaged applications, and database investments. It gives customers the ability to answer the questions -- How are we doing? Why are we on or off track? What should we do about it? – and enables them to understand and monitor current performance while planning future business strategies.

Crowe Chizek and Company LLC
www.crowechizek.com      

Under its core purpose of “Building Value with Values®,” Crowe Chizek and Company LLC (www.crowechizek.com) provides innovative business solutions in the areas of assurance, benefit plan services, financial advisory, forensic services, performance services, risk consulting and tax consulting. Crowe Chizek, a Crowe Group LLP entity, was founded in 1942. One of the top 10 public accounting and consulting firms in the United States, Crowe also serves clients worldwide as a leading independent member of the Horwath International global professional services organization.

Microsoft Corporation
http://www.microsoft.com/bi/products/performancepoint-overview.aspx      

Microsoft Office PerformancePoint Server 2007 is an integrated performance management application designed to help improve operational and financial performance across all departments and all levels of your organization. With Office PerformancePoint Server 2007, you can monitor progress, analyze what is driving variances, and plan your business from budgeting to creating management reports. You can have metrics, key performance indicators (KPIs), and reports delivered to every desktop through intuitive scorecards, dashboards, and the easy-to-use 2007 Microsoft Office system environment. A key component of the Microsoft Business Intelligence (BI) offering, Office PerformancePoint Server 2007 can help you understand how performance can align with personal and departmental goals and objectives.

Breakfast Sponsor

Manhattan Associates Inc. and Computer Sciences Corporation
www.manh.com      www.csc.com      

Manhattan Associates® provides global supply chain solutions to organizations that consider supply chain software, processes and technology strategic to market leadership. The company's software portfolio includes five key Supply Chain Solution Suites: Planning and Forecasting, Inventory Optimization, Order Lifecycle Management, Transportation Lifecycle Management and Distribution Management. These solution suites are enhanced by Platform Applications - including Supply Chain Intelligence, Supply Chain Visibility and Supply Chain Event Management - that organize and deliver the information and processes needed to optimize supply chains across functions and locations within and outside an enterprise. A Supply Chain Process Platform provides a unifying architecture that fosters agility and scalability while minimizing solution implementation, evolution and support costs. More than 1,200 customers worldwide use Manhattan Associates' global supply chain solutions to enhance profitability and build sustainable competitive advantage. For more information, please visit www.manh.com.


Computer Sciences Corporation is a leading global information technology (IT) services company. CSC's mission is to provide customers in industry and government with solutions crafted to meet their specific challenges and enable them to profit from the advanced use of technology.

With approximately 87,000 employees, CSC provides innovative solutions for customers around the world by applying leading technologies and CSC's own advanced capabilities. These include systems design and integration; IT and business process outsourcing; applications software development; Web and application hosting; and management consulting. For more information, visit the company's Web site at www.csc.com.

Exhibitor

Adaptive Planning
www.adaptiveplanning.com      

Adaptive Planning makes it easy for midsized companies and corporate departments to move beyond spreadsheets and automate their budgeting, forecasting, and reporting. With instant online access, rapid configuration, low annual subscriptions, and a free entry-level version, Adaptive Planning is easy: easy to test drive, easy to deploy, easy to use, and easy to afford.

Find out for yourself -- test drive it today! Express Edition, our entry-level budgeting software, is instantaneously available -- for free -- from www.adaptiveplanning.com/express. Enterprise Edition, our full-featured solution with budgeting, forecasting, reporting, and dashboards, can be trialed for free online at www.adaptiveplanning.com/trial.

Named “2007 Mid-Market Vendor of the Year” by BPM Partners for innovative technology and stellar customer satisfaction, Adaptive Planning is used by thousands of companies in over 80 countries worldwide.

If you are ready to move beyond Excel and dramatically improve your budgeting, forecasting, and reporting, the choice is easy—Adaptive Planning.

AFMS
www.afms.com      

AFMS specializes in helping companies negotiate world class, market competitive contracts with your small parcel and freight forwarder carriers. We can show you how to save money, obtain better discounts, improve service levels and find hidden areas of opportunity where cost savings are overlooked.

AFMS draws its insight, knowledge and information from a staff comprised largely of former vice presidents and senior sales and pricing managers from FedEx, UPS, DHL, the USPS and other major carriers of the industry.

AFMS has become the nation’s leading consulting firm in the areas of express package shipments, ground shipments, and domestic / international air freight. With over 400 years of collective carrier management experience, AFMS has the knowledge and expertise to help companies reduce their shipping costs and give them the edge they need in the selection and negotiation process.

Balance Consulting LLC
www.balanceconsult.com      

Balance Consulting, founded in 1989, provides tax regulatory compliance services and products to thousands of companies across the country. Balance's training division provides seminars, webinars and on-site custom training for Form 1099 tax reporting, sales and use tax, and Form 1042-S. Balance seminars and webinars are highly praised for incorporating real-life examples and translating regulatory language into plain English to help seminar attendees make sense of a complicated subject.

The Balance Tax Advisory Subscription provides a newsletter, on-line resources and answers to your tax reporting questions. Balance's Manchester division provides software solutions for Form 1099 and 1042-S tax reporting, and outsource services for printing, mailing and IRS filing of Forms 1099 or 1042-S.

BasWare, Inc.
www.basware.com\us      

BasWare provides leading-edge software to automate financial processes for medium and large organizations around the world. Our goal is to develop solutions that meet our customers' needs and contribute to their business success.

Founded in 1985, BasWare is a leader in its field, with more than 500,000 end users and 20 years of experience in financial software development. Over 1,000 organizations in the private and public sectors have chosen BasWare to automate their financial processes. We have operations in over 20 countries on three continents.

BasWare solutions transform manual, paper-based purchasing and payables processes into an automated process that seamlessly integrates with, and complements existing accounting and ERP systems. BasWare solutions streamline the purchase to pay processes from requisition to invoice processing to archiving. With an ROI of less than 9 months, and applications that have evolved with extensive input from our users, BasWare delivers the most comprehensive Invoice Automation and Purchase Management solutions available today.

Please visit basware.com or contact us at 203-487-7905 for additional information.

Board USA
www.board.com      

BOARD is the global leader in the BI and CPM Toolkit space. Since 1994 BOARD’s revolutionary Programming free Toolkit approach has enabled more than 1800 companies worldwide, including Mitsubishi Electric, Puma, Kraft, Johnson & Johnson, GSK, Charlotte Russe, & Subaru, to integrate into a ‘single’ platform the support, control and management of core business processes. A toolkit approach to BI and CPM represents a unique and cost effective way for companies that want to maximize their CPM and BI implementations. This approach provides significant advantages over traditional offerings, which have proven to be rigid, application-driven, hard to implement and costly.

BOARD drives sophisticated applications for:
- Planning
- Budgeting
- Forecasting
- Profitability analysis
- What if scenarios
- Scorecarding
- Dashboards
- Consolidation

With enhanced functionality for:
- Reporting
- Monitoring
- Data navigation
- Data distribution
- ETL/Data Integration

CORPTAX, LLC
www.corptax.com      

CORPTAX, LLC has been the leading provider of corporate tax compliance software and services for over 30 years. CORPTAX’s integrated solutions address tax process automation in the form of document management, workflow, collaboration and risk management, and help companies of all sizes to streamline processes, improve reporting and provide the analytics to develop a total tax strategy.

eDynaQuote
www.eDynaQuote.com      

eDynaQuote is a strategic sourcing services company that assists corporations with their procurement needs. Our services include spend analysis, vendors qualification and complete procurement project management. We can utilize our own proprietary esourcing software that includes eRFIs, eRFQs, eRFPs and reverse auction technology, which can be customized to our clients’ specifications. We have worked with Fortune 500 companies, major universities and consultant firms on projects ranging from competitive bids for energy and fleet vehicles to international air freight and temporary labor. We pride ourselves on being flexible and mobile enough to fit any clients’ needs while all the time maintaining outstanding customer service.

Expense Reduction Analysts
www.expensereduction.com      

Expense Reduction Analysts has helped all types of organizations, big and small, find extra profit where others couldn’t. Since 1992 we have managed more than 10,000 cost reduction projects in over 20 countries. We find double digit savings on non-core expenditure almost every time. So we can be pretty sure that we can help your company too. And you may be surprised to hear we don’t charge any up-front fee. You only pay for results. We share the savings. If there are no savings, you pay no fee, which means you have no risk. It’s win/win.

LOCATION Switzerland
www.locationswitzerland.com      

Recently rated “most competitive” by the World Economic Forum’s Global Competitiveness Report 2006-2007, Switzerland is the number one choice for American companies seeking fast and sustainable growth in Europe. LOCATION Switzerland, the official Swiss Economic Development Agency of Switzerland provides information on taxes, incentives, employment, property ownership, intellectual property rights, transportation, trade and other details relevant to establishing a business in Switzerland.

Polivec, Inc.
www.polivec.com      

Polivec offers a powerful software suite that helps companies manage governance, risk, and compliance (GRC). The vast majority of senior executives and board members know that they’re extremely important. But few of those same executives know just where to start, or that powerful IT solutions have emerged to give them firm control of compliance risks and costs. The Polivec GRC platform lets you start with the most important department or regulation and extend control across the company the way you want and when you want.

Prelude Systems, Inc.
www.preludesys.com      

Prelude Systems offers a specialized practice which…
+Provides end-to-end solutions in developing & delivering financial reports to its clients.
+Offers solutions that provide greater depth and accuracy in financial reporting & cash forecasting.
+Implements cutting edge financial reporting practices.
+Employs a team of highly knowledgeable professionals with vast experience in Financial Planning & Analysis.
+Has a myriad of experience in Finance systems such as Hyperion/Essbase, Oracle, Geneva, Raft, and Market Risk System among others.

SilverTrain, Inc.
www.silvertrainninc.com      

SilverTrain is a product-agnostic, full lifecycle Business Intelligence and Data Management consulting firm. We architect and build Business Intelligence and Data Warehouse solutions customized to our client’s unique objectives. Our consulting services encompass the full life cycle from strategic advisory and planning to solution architecture and implementation.

We deliver these services with a philosophy of knowledge sharing and client education. SilverTrain believes this approach enables businesses to engage a partner when it is truly appropriate for their company. We believe that to inspire our clients with the value of our services, we have the responsibility to first equip them with the knowledge necessary to make educated decisions.

Founded in 2001, SilverTrain remains headquartered in Milwaukee, WI with offices in Chicago and Cleveland. We are a proud partner of The Data Warehouse Institute.

Solomon Technology Group, Inc.
www.solomontg.com      

Solomon TG, Inc., based in Charlotte, NC is a Business Intelligence (BI) and Performance Management (BPM) consulting firm and strategic partner for enabling business focus, insight and results. With extensive experience in providing BI and BPM solutions, Solomon TG is a trusted partner for large enterprise, mid-market, and government customers that desire a full service consulting firm. Focused BI/BPM services include Strategy/Design, Implementation and Managed services as well as Recruiting/Job Placement. Imbedded leading practices form the cornerstone of each solution, spanning implementation techniques to management practices. Through its staff of experienced business process and IT consultants, the company serves clients in a number of industries including: financial services, health care, insurance, manufacturing and distribution, retail, telecommunications, transportation, and energy. Solomon TG differentiates itself in that its sole focus is on BI/BPM and that we start and end with the business... from objectives to results.

TaxStream, LLC
www.taxstream.net      

Over 700 companies worldwide, including over 25% of the FORTUNE 500, use TaxStream software to generate income tax provisions, workpapers, and tax footnotes. The flexibility and scalability of our solution accommodates the provision of any company, regardless of size, industry, or complexity. TaxStream is extremely intuitive allowing more time for streamlining processes versus learning software.

Nine of the top ten accounting firms have either licensed TaxStream for internal use or have developed consulting practices around the software. These firms form a global support network providing advice and implementation services.
Once the tax provision is calculated and securely stored within TaxStream, this data can be re-used for other activities such as estimated payments, extensions, tax returns and planning. Using a single platform for these activities provides many opportunities for automation and improved controls.

TaxStream has the honor of placing 51st out of the 500 fastest growing companies in America according to the 2007 Inc 500.


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