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001 Optional Pre-Conference Workshop: Business Technology Convergence—Measuring Innovation and Growth against the Bottom Line
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.
Speaker:
Michael Fillios, Chief Solutions Officer, BTM Corporation
Faisal Hoque, Founder, Chairman, & CEO, BTM Corporation

101 Enterprise Challenges and Solutions in Today’s Economy—Telecom Expense Management (TEM)
Hosted By:
TnT Expense Management LLC
Speaker:
Michael Bodetti, CEO & President, TnT Expense Management, LLC
Lori Thomas, VP Global Head of Client Services, TnT Expense Management, LLC
Focus:
The focus of this session is to show how having a fully integrated TEM solution helps organizations achieve greater control and visibility over their telecom spend, which results in significant cost savings. Five key discussion topics include:


1. Telecom costs are the third highest costs within an organization. We will evaluate organizations’ telecom needs. Do you know what you are currently spending? Do you know how you are managing it? Do you know if the systems you have in place are working?


2. Evaluating Telecom Expense Management (TEM) options—Licensed, Hosted and BPO Solutions.


3. Evaluating ROI (case studies) and the impact a TEM solution will have on your organization, as well as improved oversight of governance, IT risks and compliance.


4. Mobility Management—A company that is not managing its wireless spending on a continuous basis can overspend by 25% on wireless services. We will discuss how to get a handle on this moving target.


5. Challenges/Resistance CFO’s face when implementing a TEM solution.

Take Away:
By attending this session, you will fully understand the benefits of implementing a TEM solution, which includes reducing your telecom spend between 20 - 30%. You will also be fully equipped with the evaluation tools necessary to get started on your Telecom Expense Management solution.

102 How Manageability, Security and Energy Efficient Technologies Can Drive Real Savings
Hosted By:
Intel Corporation
Speaker:
Julie Whitcraft, Director of Finance, Digital Office, Intel Corporation
Focus:
This session will take a look at the top IT problems and provide an overview of solutions. Come learn how technology can help address the security and manageability issues facing businesses today while returning a real ROI. Results from end users and case studies will be shared.
Take Away:
By attending this session, you will learn about the market segment trends that are shaping business and the associated client technologies. We will explore improvements in manageability, security, and energy efficient performance across mobile and desktop client PCs today and in the future. You will also see real life examples of how manageability, security and energy efficient technologies are driving real savings for end-users.

201 100% Software-as-a-Service: Throwing out the Bulk and Building an Enterprise Entirely On Demand
Hosted By:
Workday
Speaker:
Carrie Casanas, VP of Finance, Amplio Corporation
Mark Nittler, VP, Enterprise Application Strategy, Workday
Focus:
Carrie Casanas, Vice President of Finance at Amplio Corporation, will share her experiences of the last year from deciding as an executive team to create a pure Software-as-a-Service enterprise, to choosing the best applications to suit the rapidly-growing company’s needs. Together with Workday’s Vice President of Application Strategy, Mark Nittler, Casanas will outline the approach her firm is taking as they aggressively move from traditional enterprise applications to a more powerful, flexible on-demand model with Workday and other SaaS applications at the core.
Take Away:
By attending this session, delegates can expect to learn the cost and service benefits of on-demand vs. on-premise applications. Delegates can also expect to learn the steps Ampilo Corporation undertook in evaluating the benefits of Software-as-a-Service.

202 Protecting Data Privacy: Practical Risk Management for the CFO
Hosted By:
Crowe Chizek and Company LLC
Speaker:
Jill Frisby, Manager, Crowe Chizek and Company LLC
Kevin O’Sullivan, Executive, Crowe Chizek and Company LLC
Focus:
In this session we will be focusing on the following three key issues:

1. The Goals of an Effective Data Privacy Program

2. Current Data Privacy Landscape

3. Common Privacy Program Pitfalls

We will wrap together these discussions by providing a case study: privacy risk assessment project.

Take Away:
By attending this session you will explore the unique position of the CFO in the protection of data and will be able to provide guidance on actions the CFO can take to better understand current privacy risks of their organization.

301 Complying with the SEC XBRL Mandate
Hosted By:
Clarity Systems
Speaker:
Neal Hannon, Senior XBRL Consultant, AAA Interactive Data Associates
Focus:
The SEC has proposed a rule requiring companies to provide XBRL exhibits with their normal filings. Over the next three years, all companies filing with the SEC will be facing the XBRL requirement.
Take Away:
This session will identify and explain three methods for complying with the SEC’s mandate and will give you the information you need to choose the right method for your company.


Earn up to
18 CPE Credits
cpe units
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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