Agenda


December 1, 2014 / Conference


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

Preparing for the Future

Exclusive to Governing Body members and select CFO peers.

Dennis L. Laraway
CFO
Memorial Hermann Health System
Mark A. McCollum
EVP & CFO
Halliburton
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As finance and strategy become increasingly inseparable, CFOs are uniquely positioned to consider succession planning and organizational structure. It can take years to develop a successor for senior leadership positions and the mounting complexity of the CFO’s role requires a breadth of strategic involvement with an ideal candidate. And beyond their own succession planning, CFOs are ideal executives to fill a seat on the board of directors or transition to CEO. This private session is an opportunity for CFOs to candidly share what their next career trajectory step is and what they are doing to define and develop the skills, expertise and character needed in a successor.

8:45am - 9:00am

Networking Break & General Registration

9:00am - 9:50am Opening Keynote

Session Details Pending

Keynote

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Please check back regularly as speakers are added to the agenda.

9:50am - 10:10am

Networking Break

10:10am - 11:00am Breakout Sessions

Financial Leadership and Transformational Growth

Featured Session

Maryann Seaman
EVP & CFO
FMC Technologies
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Today’s financial leaders are called to be key business strategists not only for the finance organization, but for the enterprise as a whole. However, CFOs that deeply understand the strategic road map and align the finance function to this path are best positioned to influence
organizational behavior and actions. In this session, Maryann Seaman shares how her approach to financial leadership and strategy led FMC Technologies through transformational growth. Discover what financial leaders should do to influence outcomes, not just report results, and leverage financial insights for enterprise growth, customer success and metamorphosis within corporate leadership.

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
Perry Elders
Former SVP & CFO
McDermott International, Inc.
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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.

11:00am - 11:20am

Networking Break

11:20am - 12:10pm Breakout Sessions

Creating a Solid Anti-Corruption Compliance Program to Ward Off Violations

Featured Session

William Gordon
Associate General Counsel
Hercules Offshore, Inc.
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When Hercules Offshore experienced firsthand a Department of Justice and U.S. Securities and Exchange Commission investigation for possible Foreign Corruption Privacy Act violations, the company was more than ready. Its strong anti-corruption program shuttered the investigation leaving the business not only unscathed, but earning it accolades for its efforts. Join William Gordon, associate general counsel, as he explains why increasingly international business strategies, new anti-corruption statues and heightening enforcement practices make proactive compliance a critical consideration for CFOs. Learn tips for building a strong compliance program to ward off regulatory violations.

Capital Allocation – Repositioning for Growth

Featured Session sponsored by: Bank of America Merrill Lynch

Oscar Brown
Managing Director
Bank of America Merrill Lynch
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In the years following the financial crisis, investment in growth, especially M&As, had been significantly curtailed as companies sought to strengthen their balance sheets and navigate an environment of economic uncertainty. Entering a new phase of the economic cycle, financial leaders are called to re-evaluate capital allocation policies and reposition businesses for growth. This session with Oscar Brown, managing director of Bank of America Merrill Lynch’s Americas energy investment banking division, will give CFOs the chance to learn about what has worked and where opportunities lie when building a comprehensive strategy to maximize both immediate returns and investments for the future.

The Value-Driven CFO – Evolving Beyond the Finance Function

Executive Boardroom sponsored by: KPMG

Mary Sullivan
EVP, CFO & Treasurer
Susser Holdings Corporation
Anthony Tripodo
EVP & CFO
Helix Energy Solutions Group, Inc.
Quentin E. Thompson
CFO
American Spectrum Realty, Inc.
Moderator
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Today’s CFO must evolve beyond the finance function to identify value across the broader enterprise, providing insights to improve performance and manage both risk and data effectively. With their proximity to most of the enterprise data, CFOs are realizing they hold the keys to the “high performance” castle. This information, along with management and analytical skills, can drive the connection between operational and financial performance and identify opportunities for growth and cost savings across the enterprise. Join this interactive boardroom discussion on how radical shifts in the role of the CFO are transforming enterprise operations and decision-making around resources, capital and business models.

12:10pm - 12:30pm

Networking Break

12:30pm - 1:30pm Luncheon Keynote

What You Need to Know About the New IT Threats

Keynote sponsored by: Workday

Mike Coogan
Director, Info. Security
Waste Management
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Data breaches happen frequently, and for CFOs, information security needs to be a top priority in safeguarding their organization’s future. In this session, Mike Coogan, director of information security at Waste Management, uses examples of recent breaches to demonstrate how the typical attack happens, why they’ve become increasingly sophisticated and how to think about the security investments that you’re making today. Coogan will discuss how the IT security game has changed and how to effectively support your CISO and keep your organization’s most valuable assets protected.

1:30pm - 1:50pm

Networking Break

1:50pm - 2:40pm Game Changer

Session Details Pending

Game Changer

1:50pm - 2:40pm Breakout Sessions

Maximizing International Value – Optimizing Liquidity, Leverage and Operations

Executive Boardroom sponsored by: Bank of America Merrill Lynch

Stephen Butz
EVP & CFO
Hercules Offshore, Inc.
Mark Vise
VP CFO, Americas
Intertek
Ryan Carter
VP, Credit Product Officer, International Product Management
Bank of America Merrill Lynch
Moderator
Dan Nolan
International Treasury Sales Officer
Bank of America Merrill Lynch
Moderator
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One of the biggest challenges an organization faces is how to structure itself to grow and prosper in emerging markets. And operating beyond domestic borders introduces a new set of financial risks for CFOs to consider. Join this interactive boardroom that explores the following questions: How can changes to the corporate organizational design unlock liquidity, financing capacity and economic value? What is the best way to position the enterprise for future growth and operational excellence? How can leadership teams be encouraged to embrace change, develop plans and execute transformation? Come ready to learn how to maximize the international value of the organization.

2:40pm - 3:00pm

Networking Break

3:00pm - 3:50pm Breakout Sessions

Session Details Pending

Featured Session

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Please check back regularly as speakers are added to the agenda.

Portfolio Review Best Practices – Optimizing Capital for Long-Term Strategic Growth

Executive Boardroom sponsored by: EY

Brenda Bayer
SVP & Deputy CFO
GDF SUEZ Energy North America
David Hoverman
Managing Director
Parthenon
Moderator
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With rapid technological advances, regulatory changes, increased shareholder scrutiny and customer purchasing power and demand shifts, strategic portfolio reviews are the most important tool to optimize capital and determine the best strategy for growth. While cost reduction and addressing inefficiencies are now the norm, they won’t drive CFOs’ growth objectives. Understanding the portfolio of businesses, how those businesses align to strategic growth and which ones support future growth allows CFOs to think innovatively for funding growth ambition. This interactive discussion will explore portfolio review best practices, successful deployment and how to determine what decisions should be made around growth, restructuring or divestment.

3:50pm - 4:10pm

Networking Break

4:10pm - 4:45pm Closing Keynote

Fueling the Nation

Keynote

The Honorable Dennis V. McGinn
Assistant Secretary of the Navy (Energy, Installations & Environment)
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In the face of today’s global threats, energy often is used as a geostrategic weapon. This instability and political maneuvering puts tremendous pressure on global security and enterprise interests and forces the nation’s leaders to think more comprehensively when addressing energy challenges. Assistant Secretary of the Navy Dennis McGinn develops policies, procedures, advocacy and strategic plans that create a more secure and economically prosperous future by focusing on strengthening U.S. energy independence. McGinn draws from 35 years of service in the U.S. Navy to discuss finding the right balance of resources, risk and strategy to maximize reach and maintain a global energy presence.

4:45pm - 5:15pm Networking Reception

Appetizers, Cocktails & Networking

Closing Reception sponsored by: Vanguard