Controller Summit Insights into the changing role and responsibilities of the Finance Controller

Transcription

1 Controller Insights into the changing role and responsibilities of the Finance Controller December 3 & 4, 2014 Westin Copley Place Boston, MA

2 Confirmed Speakers Include Confirmed Speakers CAO, Ameresco Corporate Controller, American Tower Controller, Marketing, Dell Corporate Controller, Primerica CFO, Dentistry for Children Director, Program Management, Pratt CFO, Digital Lumens CFO, KayoPharm Therapeutics Director, Finance Transformation, Blackline Systems Corporate Controller, Heineken Controller, Central America, Microsoft VP, Finance, EMC Corporation Plant Controller, Pratt Engineering CFO, UpToDate, Wolters Kluwer Sr Director, Finance, Microsoft Controller, CAISO Co-Founder, CFGI Controller, DAAR Engineering

3 Who Will You Meet? CFO s Controller draws an audience of Controllers, CFO s & senior finance professionals looking to learn the latest perspectives on the most vital aspects of Financial control today. Past Attendee Demographic 3%$ 10%$ 11%$ 8%$ 9%$ Job$%tles$ 58%$ CFO$ VP$ Controller$ Director$ Manager$ Other$C;Level$$ Annual&sales&volume& 10%# 17%# 24%# 8%# 12%# 22%# $1*$9.99#mill# $10*$49.99#mill# $50*$99.99#mill# $100*$499.99#mill# $500*$999.99#mill# $1#bill#+# Who Should Attend? If your role involves any of the following this is a must attend event for you and your team: Accountants Audit and Compliance Chief Financial Officer Financial Controller Regional Controller Financial Evaluations Director Financial Planning & Reporting Internal Audits Chief Financial Officer Revenue Assurance Chief Audit Executive Compliance & Risk Management

4 About The The CFO Controller will bring together the best Finance professionals involved in control, for a thought leading summit acclaimed for its innovative insight. This summit will discuss all of the key challenges and developments in Financial Control today. You will learn the key aspects of the diverse and changing role of the Finance Controller. The program will focus on driving growth through improved efficiency in reporting and recognizing the importance of each aspect in the role of the controller. Presentations will show how your organization can embrace the future of control, becoming an innovative function operating with maximum efficiency and effectiveness. Confirmed Speaker Information Rob Hill Controller, Marketing Dell Mr. Hill started his career as a staff accountant at AT&T Credit Corporation in 1989 in Morristown, NJ. This resulted in a 5 year Financial Services agreement that formed a virtual joint venture with Lucent Technologies. As Director of Finance he managed the unique financial reporting of this vjv. After several more changes in corporate ownership he was named Vice President, Finance of Avaya Financial Services, a $2B private label commercial leasing division of CIT. In 2005 he took the role of Corporate Controller within CIT s legal joint venture, Dell Financial Services in Austin, Texas. A $6B finance company where he led a team of 55 people responsible for all elements of accounting, including financial reporting to Dell and CIT. In 2009 Mr. Hill took the positon of CFO at SG Equipment, Finance in Jersey City, NJ. He was an officer and member of the Strategic Leadership Team of this startup U.S. leasing subsidiary of banking giant Société Générale. He commuted from Austin weekly where is young family remained. He is now Global Marketing Controller for Dell Client Solutions. This business unit focuses on PC, tablet and workstation customers in the consumer small business and commercial markets. Becoming a Fearless Leader What businesses often lack today is fearless leadership. Leadership is more than merely managing a team. It takes all forms and can exist at any level in an organization and at all points in your career path. The speaker s work and life experience as a 25 year finance veteran has highlighted the importance of fearless leadership. Establishing work and life boundaries and sharing communication styles is crucial to your success as you become a trusted advisor to the leaders of your business. Bring more value as a controller and finance professional by becoming a fearless leader! Thomas Austin VP, Finance - Global Revenue Assurance EMC Corporation Since joining in September of 2008, Tom has managed global responsibility for EMC s consolidated revenue recognition and accounting policy, compliance and control functions. In an effort to mitigate risk and improve efficiency across the EMC Federation, Tom leads the company s Global Revenue Assurance team by focusing on proactive business support; technical accounting accuracy, operational finance control and best business practices. Prior to joining EMC, Tom provided 20 years of financial leadership to both public and private corporations. The New Revenue Standard - Ready, Set, Go On May 28, 2014 the FASB and IASB issued their longawaited converged standard on revenue recognition. Almost all companies will be affected to some extent by this sweeping standard and increase in required disclosures. But the changes extend beyond disclosures, and the effect on companies will vary depending on industry and current accounting practices. Companies will need to consider changes that might be necessary to information technology systems, processes, and internal controls to capture new data and address changes in financial reporting. Are you ready?

5 Confirmed Speaker Information ` Maria Murillo Senior Director, Finance Microsoft The Role of Technology in Large Multinationals and Supporting the Transformation of the Controller Maria Murillo is Senior Director at Microsoft with finance responsibility over the Latin America Region, across 8 subsidiaries and a Regional Headquarters in Fort Lauderdale, Florida. Her responsibilities include leading the Finance organization who provides the financial support of the Sales, Marketing and Services Divisions in Latin America, as well as the local statutory entities. Maria has been at Microsoft for 18 years and during this time she has held various finance roles for Latin America, EMEA and at the Corporate Headquarters in Redmond, WA where she supported WW Sales organizations as well as Controller of the Online Services Division. Maria holds an MBA from the University of Florida and lives in Florida with her family. Chad Hall Controller, Central America & Carribean Microsoft Learn how Microsoft addresses the evolving role of finance controllership to trusted business advisor as well as key technology trends transforming how business is done today. There are four mega technology trends improving both business and finance productivity including Data, Mobility, Cloud, and Collaboration. You will hear how technology & tools can enable finance employees to drive real impact for the business to support this changing role of finance in enterprises. Including in the presentation will be a short demo on how you can leverage the Microsoft Office Power BI solution to turn the data into insight. Chad will be conducting a joint presentation with Maria. Chad is a sales subsidiary Controller with end to end responsibility of all field finance functions including profit and loss management, controls and compliance, business controlling, opex Management, target setting and resource management. Chad is also a member of the subsidiary leadership team which makes decisions on market share opportunities, business growth sales and services execution, Within his role, Chad leads a finnace organisation of 13 people and is responsible for talent management. ` Denise Walsh, CTP Financial Controller, CTP California ISO Denise Walsh is a Certified Treasury Professional and holds a Bachelor of Business Administration in Accounting from Texas State University and a Master of Business Administration from The Open University, England. She is a transformational leader with the ability to provide clarity of vision and instill a culture centered on organizational excellence, process optimization, and fiscal responsibility. Denise currently provides leadership in the areas of financial reporting, corporate payment processes, treasury activities and maintenance of the internal control structure for one of the largest transmission organizations in the world. Denise is a strategically focused executive committed to high performance leadership through employee engagement. Panel Session: Moving From Core Accounting to Business Control Financial Controllers are expected to do more than provide discipline in payments, accounting and audit. They are now tasked with using their knowledge and understanding of the business to aid governance, risk management, anticorruption and strategic planning. This interactive session will prepare controllers for an expanded role, and the transition from 'financial controller' to 'business controller'.

6 Confirmed Speaker Information Melissa Clarke Corporate Controller DAAR Engineering Melissa Clark is the Corporate Controller at DAAR Engineering, Inc. in Milwaukee, Wisconsin. Melissa has over fifteen years of experience in both project and corporate accounting in the A/E/C industry. She received both her undergraduate degree in Management Accounting and Masters in Business Administration from Alverno College, where she currently is an Adjunct Instructor for the School of Business. In addition, Melissa has served on several boards including the Personnel Review Board for Milwaukee County. In 2007, Melissa was a recipient of Milwaukee s Business Journal s 40 under 40 Award. The Changing Role of Today s Controller Over the past ten years, the role of the Controller has been evolving. No longer are the days where the Controller just produces the financial reports and oversees the day-to-day activities of the financial functions of an organization. Today, added value skills such as being more forward thinking, providing strategic analysis of reports, driving improvements in productivity through automation of operations, and streamlining processes are needed in this role to support the continued growth of an organization in a globally competitive world. Federico Reyes Corporate Controller Heineken Federico Reyes is the Corporate Controller for Heineken USA, overseeing the treasury, controls, accounting and reporting departments that support brands such as Heineken, Dos Equis, Tecate and Strongbow. His previous experience includes roles in financial planning & analysis, investor relations, corporate finance, financial risk management and investment banking at Heineken Mexico; BBVA Bancomer; and Bear Stearns. Mr. Reyes holds an MBA from INSEAD. The Corporate Control Function at Heineken USA The corporate control function at Heineken USA has specific challenges due to the requirements of being part of a multinational corporation, with a national operating footprint and a complex web of vendors; all supported by a small team. The presentation will explain the actions being implemented to address these challenges in the Treasury, Controls, Accounting and Reporting departments. Bob Davenport Director, Finance Transformation & Product Expert Blackline Systems Bob is a Director of Financial Transformation and Product Expert at BlackLine Systems. His experience consists of over 20 years in controllership, financial management and accounting systems maintenance roles. Bob served as a BlackLine System Administrator before working with BlackLine, managing master data and financial compliance for a privately owned chemical company, with prior experience as the Financial Systems Manager for a publicly held US retailer. His full time contribution at BlackLine is supplemented by additionally teaching introductory accounting courses as a faculty member of Franklin University and Columbus State Community College, both on-line and face-to-face. Delivering Productivity, Financial Controls, and Automation for Accountants through Technology Accountants have invested a lot of time, energy, and resources into obtaining their accounting degrees Yet many are using their degrees to work in spreadsheets, to create binders of paper, and to try to manage the entire close process using manual processes. Technology has been introduced into the accounting world with regard to Enterprise Resource Planning (ERP) and large-scale general ledger systems and has been widely accepted to help manage the voluminous amounts of transactional data. Why not take advantage of technology to provide enhanced financial controls and automation? Join a BlackLine Systems representative as he talks about Software as a Service (SaaS) technology and how it can provide visibility, automation, standardization, and enhanced controls over the entire accounting close process. By leveraging technology, accountants can get back to what they re trained to do best: analyze and provide strong financial information to help their company make strong business decisions.

7 Confirmed Speaker Information Michael Nussbaum SVP, Controller Primerica Michael Nussbaum is an Executive Vice President with responsibility for leading the Controller, Financial Planning and Analysis, and Corporate Tax functions of Primerica, Inc. Michael has led a variety of teams through transformation initiatives across the financial services, technology, and consumer goods industries. From an IPO, mergers & acquisitions, divestitures, product portfolio and international geographic expansion, as well as broader finance transformation and system implementations, Michael brings a wealth of experience to a healthy discussion on successfully delivering transformative initiatives. Succesfully Delivering Transformational Change Michael will demonstrate how he partners with his Chief Financial Officer and is driving accounting transformation initiatives to reduce costs at Primerica. Brian Miller Controller Pratt Industries Brian Miller is currently responsible for three Pratt locations where one of his strengths has been developing and maintaining a high performance accounting team. This has been accomplished while running a virtual farm system for the Corporation. In the last several years 11 team members have moved on to take positions at other Pratt facilities. These colleagues were promoted to various functions including Internal Audit, Corporate Accounting, IT, Logistics, Shared Services and Division. They took positions including Plant Controllers, Assistant Corporate Controller and Assistant Division Controller. Developing High Performance Teams We will share how we have been able to maintain a high performance team despite being the virtual farm system for the corporation, overcoming an annual turnover rate of over 20%. Why and how we continuously recruit. How we have accomplished this at very little cost. Why we have a no recruiters rule. Once we hire a high performer how do we keep them that way? How we determine a team member should be asked to leave and when do we do it. How we plan to take our success to other departments and Pratt facilities. How we will we know when we are there. Stephen Filreis Director, SAP Program Management Pratt Industries Stephen Filreis is the Director of SAP Program Management Office for Pratt Industries, Inc. He is responsible for the overall running of the US applications in SAP as well as its enhancements and growth in usage and refinements in process. Since his arrival at Pratt nearly 4 years ago, overall Accounts Payable process time, start to finish, has been reduced by 80%, with a 60% reduction in staff effort. A CPA by training and background, he has worked extensively in the financial consulting arena. Steve has been involved in several Enterprise system projects from Blueprint to Rollout. Distilling Data into Insights: EPM Enables Remarkable Performance at Pratt Industries We will share how we delivered value across the organization by enabling consistent reporting against a common business model. You will also see how they significantly reduced time in preparing forecast and consolidation numbers while gaining business adoption by leveraging SAP BPC functionality.

8 CFGI Panel Information Shane Caiazzo Co-Founder CFGI John Granara Chief Accounting Officer Ameresco A co-founder of CFGI, Shane is a former Senior Supervisor in the Technology, Information, Communication, and Entertainment audit practice of PricewaterhouseCoopers. Bringing 16 years of experience to his client engagements, Shane has worked as an integrated member of management at a variety of companies. His comprehensive skills in accounting, finance and operations have been developed by working with companies ranging from development stage to Fortune 500. Shane has a broad range of both technical accounting and operational skills, including debt and equity offerings, due diligence and purchase accounting, stock option and equity instrument accounting, and revenue recognition. Robert Meyer Corporate Controller American Tower John Granara is Vice President, Finance and Chief Accounting Officer of Ameresco, Inc. (NYSE: AMRC), a leading energy efficiency and renewable energy company. Ameresco s comprehensive services include upgrades to a facility s energy infrastructure and the development, construction and operation of renewable energy plants. With its corporate headquarters in Framingham, MA, Ameresco provides local expertise through its 69 offices in 34 states, five Canadian provinces and the United Kingdom. Ameresco has more than 900 employees. In his role, John oversees all of Ameresco s finance, accounting, financial analysis, planning, mergers and acquisitions, internal audit, and tax areas. Mike Rubino CFO Digital Lumens Robert J. Meyer (Bob) is the Senior Vice President, Finance and Corporate Controller for American Tower Corporation. He joined American Tower in August 2008 and was a key member of the leadership team responsible for the Company's conversion to a REIT in American Tower is an independent owner, operator and developer of wireless and broadcast communications real estate and infrastructure in the United States and 11 international markets. The Company s primary business is the leasing of antenna space on communications sites to wireless service providers, broadcast companies, wireless data providers, government agencies, municipalities and tenants in a number of other industries. Mike serves as Chief Financial Officer and Vice President of Finance and Administration at Digital Lumens, which he joins from A123 Systems, a leading developer and manufacturer of advanced technology lithium-ion battery packs for the transportation, electric grid, and commercial markets. While there, he was CFO and Vice President of Finance and Administration, managing multiple capital raises and a successful IPO. In addition, he played a key role in the build out of the company s global supply chain and manufacturing strategy, which included the company s first footprint in Asia. Justin Renz CFO Kayopharm Therapeutics M r. R e n z b r i n g s e x t e n s i v e e x p e r i e n c e i n t h e biopharmaceutical industry. Earlier in 2014, Renz joined Karyopharm Therapeutics Inc., a clinical-stage pharmaceutical company focused on the discovery and development of novel first-in-class drugs directed against nuclear transport targets for the treatment of cancer and other major diseases, as Executive Vice President, Chief Financial Officer and Treasurer. Renz most recently served as Executive Vice President, Chief Financial Officer & Treasurer at Zalicus Inc. (formerly CombinatoRx, Inc.), which he joined in Panel Delivered by CFGI - Enterprise Value through Finance Leadership This panel discussion, moderated by Shane Caiazzo of CFGI, will discuss Finance s role in contributing enterprise value to organizations. Learn more about how finance leaders across different industries view the objectives of being a value-add business partner while still balancing the requirements of regulatory compliance.

9 The Information 97 CFO Controller Date: December 3 & 4, 2014 Location: Westin Copley Place, 10 Huntington Avenue, Boston, MA Venue Information: Click Here City: Boston, MA Registration Pricing Silver Pass $1495 Access to all sessions & networking events 7 days access to presentations from the summit via ieondemand $1195 Early Bird Price (before October 3) Gold Pass $1795 Access to all sessions, networking events & unlimited access to presentations from the summit via ieondemand $1495 Early Bird Price (before October 3) Diamond Pass $1995 Access to all sessions, networking events, annual subscription to all content on the Finance & Operations channels via ieondemand $1695 Early Bird Price (before October 3) 1 Day Pass $895 Full access to the sessions to your chosen day of the summit, 7 days access to presentations from the summit via ieondemand On-Demand Pass $600 Unlimited access to presentations from the summit via ieondemand, including presentations, interviews & the ability to contact speakers $695 Early Bird Price (before October 3) Unlimited access to summit presentations via ieondemand Group Discount Offers 3 Silver Passes: $3000 ($1000 per attendee) 5 Silver Passes: $4500 ($900 per attendee) 3 Gold Passes: $3900 ($1300 per attendee) 5 Gold Passes: $6000 ($1200 per attendee) 3 Diamond Passes: $4500 ($1500 per attendee) 5 Diamond Passes: $7000 ($1400 per attendee) For larger groups or special requests contact Sean by calling or seanforeman@cfo.com * Team discounts are applicable at the point of registration only. Ways to Register Register Online Here F TI L

10 Registration Form Controller December 3 & 4, 2014 Boston MA For registration or more information on the program, please call Sean on , or fax this registration form to +1 (323) Delegate Information... NAME OF EACH ATTENDEE TITLE OF EACH ATTENDEE DEPARTMENT COMPANY INDUSTRY ADDRESS CITY STATE/PROVINCE ZIP/POSTAL CODE COUNTRY OF EACH ATTENDEE BUSINESS PHONE NUMBER 2. Pass Types... Early Bird Pass Options until October 3, 2014 Early Bird Silver: $1295 Early Bird Gold: $1595 Early Bird Diamond: $1995 Attendees Attendees Attendees Regular Pass Options after October 3, 2014 Silver Pass: $1495 Gold Pass: $1795 Diamond Pass: $1995 Attendees Attendees Attendees One day passes are available - Contact Sean for more information. 3. Payment Options... Group Discount Pass Options 3 Silver Passes $3000 ($1000 per attendee) 5 Silver Passes $4500 ($900 per attendee) 3 Gold Passes $3900 ($1300 per attendee) 5 Gold Passes $6000 ($1200 per attendee) 3 Diamond Passes $4500 ($1500 per attendee) 5 Diamond Passes $7000 ($1400 per attendee) For larger groups or special requests contact Sean Foreman by calling +1 (415) or seanforeman@cfo.com Group passes only available when all participants register together. Pass Descriptions: Silver Pass: Access to all sessions & networking events Gold Pass: Access to all sessions, networking events & unlimited access to the summit presentations via ieondemand Diamond Pass: Access to all sessions, networking events, annual subscription to all content on the Finance & Operations channels via ieondemand Check (Make checks payable to The Innovation Enterprise Ltd) Invoice me Visa Mastercard American Express Diners Club Discover CARD NUMBER EXPIRATION DATE SECURITY NO. CARDHOLDERS NAME CARDHOLDER S SIGNATURE BILLING ADDRESS INDUSTRY Places are transferable without any charge to another occurring within 12 months of the original purchase. Team discounts are applicable at the point of registration only. Any cancellations within a group registration will in turn incur an increase in registration fee for the remaining group participants. Cancellations before October 29, 2014 incur an administrative charge of 50%. If you cancel your registration after October 29, 2014 you will be charged the full fee. You must notify CFO Publishing in writing of a cancellation, or you will be charged the full fee. CFO Publishing reserve the right to make changes to the program without notice. NB: FULL PAYMENT MUST BE RECEIVED BEFORE THE EVENT.

11 F TI L Schedule Day One December Session One :30 10:30 11:00 Coffee Break 10:30-11;00 Session Two 11:00-13:00 13:00 Lunch 13:00-14:00 14:00 Session Three 14:00-16:00 16:00 16:30 Coffee Break 16:00-16:30 Session Four 16:30-17: Networking Drinks 17: Day Two December Session Five :30 10:30 11:00 13:00 Coffee Break 10: Session Six 11:00-13:00 Lunch 13:00-14:00 14:00 Session Seven 14: End 15:00 Session Eight

12 Sponsorship Sponsorship packages range in price and are customizable to your goals. Options can include: Roundtable sponsorships Workshop sponsorships or case study presentations Introduce a keynote speaker Host a cocktail reception, exclusive VIP dinner, breakfast, or luncheon with top-level risk executives Event exhibit space Feature your company logo on branded items and promotions before, during and after the event Confirmed Sponsors Include: ç ç Silver Sponsor Bronze Sponsor ç ç Panel Session Sponsor Exhibitor For sponsorship information contact Giles at: ggb@cfo.com F TI L

13 CFO conferences 2014 Calendar January Corporate Performance Management January, 27 & 28, New York February FP&A Innovation February 19 & 20, San Diego March CFO Rising East March 12 & 13, Miami CFO Innovation March 12 & 13, Miami Corporate Finance Tech March 12 & 13, Miami Outsourcing Innovation March 12 & 13, Miami FP&A Innovation March 25 & 26, Hong Kong April FP&A for High Tech April 8 & 9, San Francisco FP&A Innovation April 9 & 10, London May Finance in Pharma & Healthcare Forum May 14 & 15, Philadelphia CPG Forecasting & Planning May 21 & 22, Chicago June Payments Innovation June 11 & 12, Chicago Corporate Performance Management West June 18 & 19, San Diego July Treasury Management July 10 & 11, Boston September Finance Transformation September 9, Boston FP&A Innovation September 9 & 10, Boston Risk Management September 11 & 12, Boston September Continued Compliance & Regulation September 11 & 12, Boston CFO Rising Europe September 17 & 18, London October Corporate Venturing October 21 & 22, San Francisco FP&A Innovation October 23 & 24, Shanghai CFO Rising West October 30 & 31, San Francisco November Big Data For Finance November 18 & 19, Boston CFO Playbook for Private Companies November 20 & 21, Miami December Controller December 3 & 4, Boston CFO Expected Attendees Innovation Enterprise - Partner Event Partnership Opportunities: Giles Godwin-Brown ggb@theiegroup.com Attendee Invitation: Sean Foreman sforeman@theiegroup.com