Sunday, September 7, 2008

1:30 - 2:00 PM

Pre-Conference Workshop Registration

2:00 - 5:30 PM

001 Optional Pre-Conference Workshop: Business Technology Convergence—Measuring Innovation and Growth against the Bottom Line
Michael Fillios, Chief Solutions Officer, BTM Corporation
Faisal Hoque, Founder, Chairman, & CEO, BTM Corporation
In the best-managed enterprises of the future, technology and business management will converge completely. Convergence occurs when business and technology activities are intertwined and the leadership teams operate almost interchangeably. Managing business and technology together, or as we call the discipline, Business Technology Management (BTM), takes a multidisciplinary, structured approach that creates a "whole-brained" enterprise. Convergence provides an organization with the platform to thrive during marketplace changes rather than just react to survive. Through an interactive discussion, this workshop will translate the current buzzwords such as agility, innovation, and adaptability into demonstrable actions that lead to better financial performance and operational efficiency

Earn four additional CPE Credits by attending this pre-conference workshop. An additional fee applies and pre-registration is required.

5:30 - 6:30 PM

Wine-and-Cheese Welcome
All conference participants are invited to this informal kickoff gathering.

Monday, September 8, 2008

7:15 - 8:15 AM

Registration and Continental Breakfast

8:15 - 8:30 AM

Opening Remarks and Chairperson’s Welcome
Lori Calabro, Editorial Director, CFO Publishing Corp.

8:30 - 9:30 AM

Keynote Address: Avoiding Financial Myopia in Tough Times
Jeff Sampler, Fellow in Strategy and Technology, Said Business School, Oxford University
Jeffrey Sampler is a genius at helping companies prepare strategically for the future — when the future is inherently too uncertain to plan for. He’s an expert on the role of technology in designing organizations and business models; how business models endure through innovations and market changes; managing information as a strategic resource for growth and innovation.

9:30 - 10:15 AM

The CFO’s Technology Toolbox
Albert (Rocky) Pimentel, COO & CFO, McAfee Inc.
Julia Homer, SVP & Chief Content Officer, CFO Publishing Corp.
Rocky Pimentel is a veteran CFO of multiple technology companies. In this interview session, he will discuss the best answers to questions such as: "What is the ideal relationship between a CFO and a CIO?;" "How can you achieve such a relationship?"; "How can you tell that you are not getting the most out of your current technology?;" " What are some of the tricks in evaluating new technology?;" "What is the key to investing and implementing new technology during a recession?"

10:15 - 10:45 AM

Refreshment Break

10:45 - 11:30 AM

Exceeding Alcoa's Vision for Global Business Services
William O'Rourke, VP of Global Business Services & CIO, Alcoa

11:30 - 12:15 PM

ERP and other Implementation Nightmares: How to Recognize Them; How to Fix Them; How to Avoid Them
Lori Calabro, Editorial Director, CFO Publishing Corp.
Ken Taylor, Enterprise Program Director, Resources Global Professionals
John Colbert, VP Research & Analysis, BPM Partners
Charles Schley, Founder, ERP Implementation Consulting Group
Vinnie Mirchandani, Principal, Deal Architect
Delays. Cost overruns. Integration issues. Culture clashes. Complaints about major software implementations are nothing new: studies from the past 15 years have found that 50 to 70 percent of companies consider at least some of their large-scale software deployments outright failures. And these are equal opportunity complaints, with as many reserved for Oracle as for SAP, Microsoft, and others. So what are the secrets to getting your ERP, BPM, or other large project off on the right foot—and keeping it there? What are the pitfalls of not changing work practices to fit the system or of failing to retrain employees in how to use it? How can you keep costs—and tempers—in check? And when is it really necessary to call it quits? Our panel of independent experts will share insights that the vendors would rather keep to themselves.

12:15 - 1:15 PM

Networking Luncheon

1:15 - 2:05 PM

Track One: Concurrent Executive Education Workshops

2:05 - 2:20 PM

Proceed to Workshops

2:20 - 3:10 PM

Track Two: Concurrent Executive Education Workshops

3:10 - 3:40 PM

Refreshment Break

3:40 - 4:30 PM

Panel Discussion: What CFOs Should Know about XBRL
Julia Homer, SVP & Chief Content Officer, CFO Publishing Corp.
John Stantial, Assistant Controller, Financial Reporting & Analysis, United Technologies Corp.
David Blaszkowsky, Director, Office of Interactive Disclosure, U.S. Securities and Exchange Commission
Mike Willis, Partner, PricewaterhouseCoopers; Founding Chairman, XBRL International
There is no ignoring XBRL anymore. The SEC will soon require companies—by as early as next year, in fact—to file financial statements in an “interactive data” format. What will implementing XBRL (extensible business reporting language) mean in practice? What are the mistakes and missteps companies can expect to make? How much will the implementation actually cost? And what are the consequences of lagging behind? This highly informative panel will take the mystery out of XBRL and explain the process in plain English.

4:30 - 5:15 PM

Mastering the Hype Cycle: How to Choose the Right Innovation at the Right Time
Jackie Fenn, VP & Gartner Fellow, Gartner
It happens over and over again. Some innovation (a new product, a management trend) comes along that captures the public's imagination. Everybody joins the parade with great fanfare and high expectations. This "next big thing" promises to transform the companies that adopt it—and inflict great peril on those that don't. Then, when the innovation fails to deliver as promised immediately, everyone starts bailing out. Investments are wasted; stock prices plunge; disillusionment sets in. In Mastering the Hype Cycle, Jackie Fenn explains what drives this pattern and how your company can avoid its potential dangers. By understanding the hype cycle, you can ride it more skillfully—timing your investment decisions so that the innovations you adopt stand the best chance of succeeding in the long-term. Drawing on company examples and Gartner's proven STREET (Scope, Track, Rank, Evaluate, Evangelize, Transfer) framework, Ms. Fenn shows how to orchestrate the key steps in the innovation-adoption process—from choosing which innovations to take on and when in their life cycle you should adopt, to paving the way for a successful introduction.

5:15 - 6:45 PM

Networking Reception

Tuesday, September 9, 2008

7:15 - 8:15 AM

Continental Breakfast

8:15 - 8:20 AM

Chairperson’s Introduction
Lori Calabro, Editorial Director, CFO Publishing Corp.

8:20 - 9:30 AM

Driving Best Practices in Technology Assessment
Ian Campbell, President & CEO, Nucleus Research
Finance departments often find the business cases built by IT to justify technology lacking in details and financial rigor. We’ll explore the techniques you can use to get your entire company focused on the value of technology rather than the latest solutions. And you’ll hear how to build a culture where IT can quickly identify projects that deliver value to the bottom line, how to focus on key metrics, and why some metrics, like NPV and IRR, are misleading.

9:30 - 10:15 AM

Case Study: The PG&E Sweet Spot—Making the Connection between Energy and IT
Christopher Johns, SVP, CFO, & Treasurer, PG&E Corporation
The connection between energy and IT is a PG&E sweet spot, and investing in IT is a top priority at the company. This case-study presentation will also discuss some of the cutting –edge financial applications PG&E utilizes, as well as other IT innovations designed to keep pace with today’s fast-paced and exciting global economy.

10:15 - 10:45 AM

Refreshment Break

10:45 - 11:30 AM

Hub and Spoke: Innovating Foreign Exchange Technology at Boeing
Randall Durling, Director, International Finance, The Boeing Company

11:30 - 12:20 PM

Track Three: Concurrent Executive Education Workshops

12:20 - 1:20 PM

Networking Luncheon

1:20 - 2:10 PM

When Good Enough Isn't: How to Execute an Integrated Security Strategy
Jeff Bardin, Director, Office of Risk Management, EMC Corp.
Information security budgets have risen in recent years in response to increased instances of fraud, data loss, and breaches. But holistic security strategies that are information centric must also be part of the standard technology and financial focus. One of the keys is to consolidate your information security holdings into a more integrated strategic approach that can lead to a demonstrable return on your investment. We will discuss some basic steps that will help you move towards reduced capital and expense, leverage your security investments to address multiple regulatory requirements, and reduce overall operational costs.

2:10 - 3:00 PM

Panel Discussion: Social Networking—Secrets for the Uninitiated
Lori Calabro, Editorial Director, CFO Publishing Corp.
John Wilson, President & CEO, J.C. Wilson Associates LLC
Ben Golub, President & CEO, Plaxo Inc.
Geoffrey Rayner, CFO, Flock
No trend has changed the jobsearch process as much as social networking. Job seekers of all stripes can now tap into sites as diverse as Facebook and Plaxo for leads to new positions. At the same time, these new technologies are making it easier for companies to vet potential hires in ways never thought possible—and at lower costs. The Web 2.0 revolution also promises to change how people relate once they land new jobs. This fast-moving panel will focus on the latest social-networking techniques and offer insights into how they will change the workplaces of tomorrow.

3:00 - 3:10 PM

Closing Remarks