Agenda


December 2, 2014 / Conference


7:15am - 8:45am Private Breakfast Roundtable

Managing Today’s Talent and Developing Tomorrow’s Leaders

Exclusive to Governing Body members and select CFO peers.

Evan Levitt
SVP & CFO
HD Supply Inc.
John Coleman
Head of Strategy & Business Planning
Invesco
Moderator
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Having the right people in the right places — be it in finance or anywhere else in an organization — is a constant challenge executive leaders face, including CFOs. With an aging workforce, making sure institutional knowledge is transferred from baby boomers to younger generations is an additional challenge — and an opportunity. Join this roundtable discussion to share ideas and experiences around talent management and team building, developing next generation leadership, and tips for successfully communicating opportunities in ways that make high performers not only want to stay, but be impactful partners to the business and its growth.

8:45am - 9:00am

Networking Break & General Registration

9:00am - 9:50am Opening Keynote

Passion and Purpose – Stories From the Best and Brightest Young Business Leaders

Keynote

John Coleman
Head of Strategy & Business Planning
Invesco
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Who are the next generation of business leaders? What are they looking for and how can companies work with them to face new challenges and a rapidly changing business environment? Drawing on research from his book “Passion and Purpose” and his experiences at McKinsey, Invesco, and other organizations, John Coleman delivers a crowd-sourced look at next generation leadership. In this session, Coleman outlines the core themes impacting the next generation of leaders and paints a picture of a group discovering passion and purpose in their professional lives and reimagining the future of business. He also explores what’s necessary to attract, retain and develop this new talent.

9:50am - 10:10am

Networking Break

10:10am - 11:00am Breakout Sessions

Integration Strategies and Challenges of M&A

Featured Session

Charlie Brown
CFO
Oldcastle Materials, Inc.
Dallas Clement
CFO
Cox Automotive
Scott Hill
CFO
Intercontinental Exchange, Inc.
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Whether your organization does zero, one or 100 acquisitions, the basic assessment and strategies around potential M&A work never changes. The CFO must provide sound advice and valid reasons for moving ahead with or shuddering proposals — all while keeping financial performance top of mind without losing sight of overall organizational success. This panel of CFOs shares best practices and lessons learned from recent mergers and acquisitions, including how to handle integrating processes and platforms, financial reporting issues, and the cultural differences of blended organizations.

Driving Corporate Performance Through Greater Business Agility and Efficiency

Executive Boardroom sponsored by: Microsoft Corporation

John Kampfe
EVP & CFO
Turner Broadcasting System, Inc.
Maria Buttler
Finance Lead for Enterprise Services
Microsoft Corporation
Moderator
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In what new ways are organizations using technology to drive business impact? Mobile devices and social computing are transforming how people connect with each other. This interactive session explores how to take advantage of the new opportunities emerging technologies present. Join the conversation to spark new ideas for reimagining how finance can strategically drive impact in today’s changing economic environment. See examples of how finance leaders are driving business results through effective partnerships with IT. Learn how the explosion in data and connectedness of the cloud has become a key enabler of innovation and an accelerant of business growth.

11:00am - 11:20am

Networking Break

11:20am - 12:10pm Breakout Sessions

CFOs – Leading the Charge Against Cyber Threats

Featured Session sponsored by: EY

Adam Cohen
Principal, Forensic Technologies and Discovery Services
EY
Chip Tsantes
Principal, Financial Services Office
EY
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Cyber threats are real, and this session proves it. Learn from EY how vulnerable and accessible corporate assets are to hackers and why CFOs should lead an organization’s defense system. This session helps top financial leaders identify key areas they should focus on to protect their organization. Learn how to take a risk-based approach to protecting vital assets, how to listen for and resolve compromises, and best practices for implementing and adhering to a forensically sound plan that responds to the cascading events around cyber breaches.

Financial Risk Management for CFOs

Executive Boardroom sponsored by: Bank of America Merrill Lynch

Hector Lugo
Head of the Strategic Risk Management Solutions Group
Bank of America Merrill Lynch
Moderator
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The nature of risk today is global. As interest rates, foreign exchanges, and commodities prices continue to evolve, becoming more dynamic, less predictable and increasingly interdependent, CFOs need to set their sights on risk management with policies that start at the top of their leadership structures. A sound strategy will deliver the benefit of confidently set budget expectations, improve resource management and establish a risk-aware culture. Join this interactive boardroom discussion and explore opportunities and lessons learned in adopting and driving financial risk management as an efficient means for locking in commodity prices and managing future expenses.

12:10pm - 12:30pm

Networking Break

12:30pm - 1:30pm Luncheon Keynote

Leading the Turnaround at Georgia’s Third-Largest School District

Keynote

Michael Bell
CFO
DeKalb County School District
Michael Thurmond
Superintendent
DeKalb County School District
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When the DeKalb County School District — Georgia’s third-largest district with more than 100,000 students and 13,000 employees — reported a $14M deficit in fiscal year 2012, the situation was gloomy at best. That deficit turned into a surplus of nearly $10M at the end of 2013, and projections for 2014 indicate a fund balance of more than $35M. Join Superintendent Michael Thurmond and CFO Michael Bell, brought in to lead the turnaround, as they share how the district implemented better controls on spending and took advantage of stable and improving tax digest growth to help with the removal of accreditation issues. Those actions put the district on its path to success.

1:30pm - 1:50pm

Networking Break

1:50pm - 2:40pm Breakout Sessions

Durable Supply Advantage – Doubling Cost Reductions and Growing Performance From Your Supply Base

Featured Speakers sponsored by: A.T. Kearney, Inc.

Michael Hales
Senior Partner
A.T. Kearney, Inc.
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Companies with durable supply organizations realize double the cost benefits versus other firms, creating competitive advantage with suppliers and building teams that sustain and grow results over time. However, fewer than 10 percent of recently surveyed CFOs know what to expect from the supply base — failing to set targets, drive results, and measure and link results to financials. This session provides insight into how to double cost advantage from a supply base by using category sourcing as a powerful cost-reduction lever, creating competitive advantage by harnessing supplier energy for innovation, risk management and sustainability, and sustaining and building results by creating a cross-enterprise, high-performance team.

Managing Credit and Market Risks

Featured Speakers sponsored by: Bank of America Merrill Lynch

Britt Canady
Head of Middle Market Leveraged Finance
Bank of America Merrill Lynch
Nina Sprinkle
Director, Leveraged Finance
Bank of America Merrill Lynch
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Recent and continuing market events are impacting organizations, especially global companies. How does finance stay on top of identifying, quantifying, monitoring, controlling and managing credit and market risks? By leveraging the right tools and applying the right knowledge and skills, finance leaders can help organizations avoid credit crunch, liquidity crisis and credit defaults. Gain insights into the source of risks that must be captured and managed and the cases where the common tools and models may fail to fulfill their role.

The De-Risking Marketplace – Settlement Trends, Journey Planning and What’s Next for Corporate Pension Plans

Executive Boardroom sponsored by: Towers Watson

Jason Richards
Senior Consultant, Retirement Risk Management
Towers Watson
Moderator
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Last year marked the highest annual increase in the funded status of corporate pension plans in more than 15 years, offering defined benefit plan sponsors new opportunities to reduce pension risk in their open, closed or frozen plans. Many sponsors have already taken action and are considering additional steps. This interactive boardroom-style session evaluates de-risking trends, discusses how sponsors can capitalize on future opportunities, and identifies investment and plan settlement developments. Participants will share why following a journey plan can protect an employer and help make the most of de-risking opportunities and how organizations can apply general de-risking marketplace ideas to their unique needs.

2:40pm - 3:00pm

Networking Break

3:00pm - 3:50pm Breakout Sessions

Today’s Trends for Corporate Disclosures and Investor Communications

Executive Boardroom sponsored by: EY

Neri Bukspan
Partner, Financial Accounting Advisory Services
EY
Moderator
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The role of corporate disclosures has never been so important. Investors, creditors, analysts and other stakeholders are requiring much more insight about performance, strategic direction and exposure to risk. At the same time, accounting requirements and regulations keep changing, and the ways and means of providing information to investors are also changing with the advent of web-based and social media channels. This session explores trends in and approaches to corporate disclosures and investor communication, discusses common issues, strategies and leading practices, as well as challenges and pitfalls and how to best overcome them. Hear strategies for making communications more transparent, efficient, timely, impactful and cost effective.

3:50pm - 4:10pm

Networking Break

4:10pm - 4:45pm Closing Keynote

A Look Into the Future From the Fed

Keynote

Tom Cunningham
VP, Senior Economist & Regional Executive
Federal Reserve Bank of Atlanta
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Join Tom Cunningham, VP, senior economist and regional executive for the Federal Reserve Bank of Atlanta as he provides an economic forecast, a monetary policy update and discusses the possibility of an interest rate liftoff in the future — all from the Fed’s unique viewpoint. Cunningham will be armed with the most up-to-date forecasting information.

4:45pm - 5:00pm

Closing Reception