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San Francisco

CFO Executive Summit

April 26, 2011

W Hotel San Francisco

“
The CFO Executive Summit continues to be the place for CFOs and senior finance professionals to connect with eachother to share ideas, expand their knowledge base and develop new contacts in the finance community.
Blake Jorgensen, EVP & CFO Levi Strauss & Co.
  • ●
Overview Governing Body Agenda Speakers Sponsors Location Host CPE

Speakers

  • Bill Blaylock
    VP & Senior Tax Counsel Texas Instruments Incorporated

    Since 1973, Bill Blaylock has had various positions and responsibilities for all aspects of taxation and tax administration for Texas Instruments Inc., including state, federal and international tax compliance, tax accounting, audits and litigation, advice/planning on transactions, site selection analysis and public policy issues at the state and federal level.

    Blaylock was formerly a member of the Governor's Texas Tax Reform Commission as well as a member of the Tax Executives Institute. He has also held several tax committee/task force memberships with the American Institute of Certified Public Accountants and was previously chair of the Electronics Industry Roundtable and chair of the Tax Council II of the Manufacturer's Alliance. He is currently chairman of the Tax Committee, Semiconductor Industry Association. Blaylock has been a presenter for numerous continuing education programs on taxation for corporate tax organizations, AICPA, Tax Section of the Dallas Bar and for IRS agents and appeals officers. Blaylock was also formerly a reviewer for IRS Practice & Procedure, published by Bureau of National Affairs and was twice voted as one of the ‘ten most admired North American tax directors’ in a peer survey by International Tax Review magazine.

  • Lewis Chew
    SVP & CFO National Semiconductor Corporation

    Lewis Chew has been National Semiconductor Corporation’s CFO since 2001 and is responsible for all finance functions, as well as Information Systems and Investor Relations. He has been with National since 1997 and his span of previous responsibilities has included corporate controllership, strategic business planning, business development, worldwide operations finance and global internal audit.

    Prior to joining National in 1997, Chew was a Partner and Certified Public Accountant at KPMG LLP. He joined KPMG in 1984 and served mainly technology and financial institution clients. In 2002, Treasury and Risk Management magazine named Chew as one of their top "40 under the age of 40" finance executives in the nation. He has also been recognized on multiple occasions as one of America's Best CFOs by Institutional Investor magazine in their annual ranking of CFOs in America. He is on the board of directors for PG&E Corporation. Chew holds a Bachelor's degree in Accounting from Santa Clara University.

  • Dennis Gannon
    Senior Director, Corporate Finance The Corporate Executive Board Company

    Dennis Gannon is a Senior Director in the Finance Practice of the Corporate Executive Board. His principal responsibilities include overseeing the execution of research initiatives within the finance practice, delivering in-person and online executive education events for corporate finance professionals, and providing decision support and advice to executives in a one-on-one setting. His expertise and experience ranges across a broad range of corporate finance activities, including capital structure, liquidity, funding, risk management, and finance talent development. He has led more than 75 executive forums for CFOs, treasurers, audit directors and other finance leaders for the Corporate Executive Board, and interacts with senior finance leaders in the CEB membership on a daily basis to keep them current on market and functional trends, and to provide an authoritative perspective on best-practice responses to emerging challenges. Currently, Gannon primarily focuses on issues and research initiatives pertaining to CFOs, corporate treasurers and corporate controllers.

    Gannon earned an M.B.A. with honors in Finance and Sports Business from the University of Oregon, and also holds an M.A. in Philosophy of Science and a B.S. in Mathematics from Virginia Tech

  • William Graber
    Director Kaiser Permanente

    William Graber is the retired CFO of McKesson Corporation, a role in which he served from 2000 - 2004. McKesson is a distributor of pharmaceuticals; health and beauty care products; surgical supplies, medical supplies and equipment. Its Information Solutions businesses offer software and services for supply chain management, clinical and financial operations, as well as pharmacy and health care management.

    From 1991 — 1999, Graber was Controller, Vice President, Treasurer and CFO of the Mead Corporation. From 1965 — 1991, He was employed by General Electric in various managerial positions. Graber also serves on the boards of The Mosaic Company, Washington State University Foundation and Archimedes, Inc., and has been an active supporter of the American Heart Association since 2001. He holds a bachelor's in Mathematics from Washington State University.

  • Dwight Jaffee
    Booth Professor of Banking, Real Estate, and Finance U.C. Berkeley

    Dwight M. Jaffee is the Willis Booth Professor of Banking, Finance and Real Estate at the Haas School of Business, University of California at Berkeley, where he has taught since 1991. He previously taught in the economics department of Princeton University. At Berkeley, Professor Jaffee is a member of the Haas School’s Finance and Real Estate groups, Co-Chair of the Fisher Center for Real Estate and Urban Economics, and a Board member of the Berkeley Center for Law, Business and the Economy. His primary areas of research include banking, real estate finance and insurance He has served in advisory roles for the World Bank, the Federal Reserve System, the Office of Federal Housing Enterprise Oversight and the U.S. Department of Housing and Urban Development. He is currently a public interest director on the Genworth Financial Contra Mutual Fund and a member of the Academic Advisory Board for Fitch Ratings.

  • Blake Jorgensen
    EVP & CFO Levi Strauss & Co.

    Blake Jorgensen is EVP and CFO of Levi Strauss & Co. He is responsible for managing the company's financial functions globally, including financial planning and analysis, accounting and controls, tax, treasury and internal audit.

    Prior to joining LS&Co. in 2009, Jorgensen served as CFO of Yahoo! Inc. where he was responsible for overseeing Yahoo!’s finance, investor relations, and mergers and acquisitions groups and played an important role in determining the company's business strategy.

    Jorgensen co-founded Thomas Weisel Partners in 1998, where he served as COO, Co-Director of Investment Banking and a member of the Executive Committee. Before Thomas Weisel Partners, Jorgensen was a managing director and principal in the corporate finance department of Montgomery Securities. In addition, he worked as an independent management consultant to global corporations and has held strategic planning and consulting positions with MAC Group/Gemini Consulting and Marakon Associates.

    Jorgensen holds a B.A. in Economics from Stanford University and an M.B.A. from Harvard Business School.

  • Marie Knowles
    Director McKesson Corporation

    Marie Knowles currently serves as a Director and Audit Committee Chairman of McKesson Corporation and is a Trustee and Chairman of the Audit Committee of the Fidelity Funds.

    Knowles retired from Atlantic Richfield Company [ARCO] in 2000 where she served as Executive Vice President and CFO. In her 28 year career with ARCO, she held a wide variety of operational, financial and technical positions.

    She previously served as a Director of Phelps Dodge Corporation and America West Holdings Corporation, where she chaired both firms’ audit committees. She has also served as a director of URS Corporation, ARCO Chemical Company and Vastar Resources, Inc.

    Knowles is active in non-profit organizations including the Catalina Island Conservancy, the Architecture School Foundation at the University of Virginia, and the advisory board of the USC School of Engineering.

    Knowles received a Bachelors and Masters in Chemical Engineering and a M.B.A. from USC.

  • Jeffrey Liu
    Principal, Transaction Advisory Services Ernst & Young LLP

    Jeffrey Liu is principal for the Transaction Advisory Services group of Ernst & Young LLP and Senior Managing Director for Ernst & Young Capital Advisors, LLC. He heads the lead advisory practice for the technology sector. Liu has extensive experience advising companies as they manage all aspects of their capital agenda: preserving, optimizing, raising and investing capital. He has15 years of corporate finance and M&A experience. Liu has a J.D. and an M.B.A. from Stanford University and graduated from Harvard College.

  • Phillip Mazzie
    Partner Ernst & Young LLP

    Phillip Mazzie is a partner in Ernst & Young’s transactions practice based in its global technology center in Silicon Valley. He has worked on over 150 transactions ranging in size from $1M to more than $6B primarily across subsectors within technology. In addition to private equity and corporate buy and sell-side transactions, Mazzie also advises clients on their capital agenda. Recent engagements include a transaction value assessment, advising on a major cross border joint venture, an evaluation of R&D projects, and a divestiture support project. Mazzie was previously at Macromedia serving as Director of Corporate Development as well as a divisional CFO.

  • Tim Morse
    EVP & CFO Yahoo! Inc.

    Tim Morse is CFO of Yahoo! Inc. He is responsible for the company's finance, investor relations, and mergers and acquisitions groups and plays a key role in developing the company's business strategy.

    Prior to joining Yahoo!, Morse was the CFO of Altera Corporation, a semiconductor company specializing in programmable logic devices for communications, industrial, and consumer applications, where he established scalable, cost-effective processes and controls. He previously served as CFO and General Manager of Business Development for General Electric Plastics. A 15-year veteran of GE, Morse also held a variety of positions at GE Plastics, GE Appliances and GE Capital in North America, Europe and Asia.

    Morse holds a Bachelor's degree in Finance and Operations and Strategic Management from the Boston College Carroll School of Management.

  • Frank Quattrone
    Founder & CEO Qatalyst Partners LP

    Frank Quattrone is a founder and CEO of Qatalyst Partners LP. He began his career with Morgan Stanley in 1977. He ran the global technology groups for Morgan Stanley, Deutsche Bank and Credit Suisse. Throughout the past three decades, Quattrone and his teams have advised on more than 400 mergers and acquisitions with an aggregate transaction value more than $500B.

    During this time, Quattrone enjoyed the privilege of advising some of the top technology leaders including Amazon.com, Cisco and Google. He led the IPOs of Amazon.com, Cisco, Intuit, Linear Technology, Netscape, STMicroelectronics, Synopsys, SynOptics and Xilinx, among many others.

    Quattrone serves as Chairman Emeritus and board member of The Tech Museum in San Jose and as Advisory Board Chair of the Innocence Project at Santa Clara Law School. He received a B.S. in Economics summa cum laude from the Wharton School of the University of Pennsylvania and an M.B.A. from Stanford University Graduate School of Business where he was an Arjay Miller Scholar.

  • Chuck Robel
    Non-Executive Chairman McAfee, Inc.

    Chuck Robel served as Chairman of the Board of Directors of McAfee, Inc. from 2006 — 2011 when McAfee was sold to Intel. He has been a private investor since 2005. From 2000 — 2005, Robel was a Managing Member and Chief of Operations for Hummer Winblad Venture Partners, a venture capital firm. From 1995 — 2000, he led the High Technology Transaction Services Group of PricewaterhouseCoopers LLP in Silicon Valley, and from 1985 —1995, Robel served as the partner in charge of the Software Industry Group.

    Robel currently serves as the Lead Director of Informatica Corp. and as a member of the boards of directors of Autodesk, Inc., DemandTec and several private companies including Go Daddy and Jive Software.

  • Jane Shaw
    Chairman of the Board Intel Corporation

    Dr. Jane Shaw has been a director of Intel since 1993 and is Chairman of the Board of Directors and of the Board's Executive Committee

    Dr. Shaw retired in June 2005 from the position of Chairman of the Board and CEO of Aerogen, Inc., a company developing drug-device combination aerosol products for patients with respiratory disorders. She was President and Chief Operating Officer of ALZA Corporation, a pharmaceutical company from 1987-1994. Dr. Shaw is a director of McKesson Corporation.

  • Michael Splinter
    Chairman & CEO Applied Materials, Inc.

    Michael Splinter has been President and CEO of Applied Materials, Inc. since 2003 and Chairman of the Board of Directors since 2009. He is a 30-year veteran of the semiconductor industry and has led Applied Materials to record revenue and profits during his tenure. Under his leadership, the company is helping drive global adoption of solar power by enabling a true inflection point in the cost-per-watt of solar energy.

    Splinter serves on a number of influential business and industry boards and councils, including the U.S. — India CEO Forum and the Technology CEO Council. He serves on the boards of Semiconductor Equipment and Materials International, NASDAQ OMX Group Inc., the University of Wisconsin Foundation, Santa Clara University, and the Silicon Valley Leadership Group. Internationally, Splinter is a member of the Governor’s Council of the World Economic Forum and is active in the Forum’s post-Gleneagles environment efforts. In 2009, he received the ‘San Qin Friendship Award’ from China’s Shaanxi Provincial Government.

    Prior to joining Applied Materials, Splinter was an executive at Intel Corporation where he held a number of positions in his 20 years at the company, including EVP and Director of Sales and Marketing, and EVP and GM of the technology and manufacturing group.

  • Morris Treadway
    VP - North America Business Intelligence Performance Management Leader IBM

    With unique insights into what is driving business today, Morris Treadway helps clients solve their difficult business intelligence and performance management challenges.

    With more than 20 years of experience, Treadway leads the North American practices of Business Intelligence and Performance Management and Cross-Industry Solutions. He has led a diverse portfolio of projects focused on topics such as business strategy, business planning, process reengineering, performance management, reporting and analysis, and systems transformation. Treadway brings deep industry expertise in energy and utilities, chemicals and petroleum, and manufacturing.

    He is a natural leader with a passion for delivering results and brings an international perspective to his work. Treadway’s previous IBM roles include Strategy and Financial Management Consulting Leader for Energy & Utilities (while with PwC and IBM), Global Relationship Partner for BP and Financial Management Consulting Services Leader for AsiaPacific. Prior to IBM, Treadway held multiple leadership roles as a Partner at PricewaterhouseCoopers. He started his career at Owens Corning Fiberglass. Treadway earned his B.S. in Finance from the University of Illinois.

  • Laura D'Andrea Tyson
    S.K. & Angela Chan Professor of Global Management, Haas School of Business UC Berkeley

    Laura D'Andrea Tyson is the S.K. and Angela Chan Professor of Global Management at the Haas School of Business at the University of California Berkeley. She served as Dean of London Business School from 2002 - 2006, and as Dean of the Haas School of Business, University of California at Berkeley from 1998 - 2001.

    Dr. Tyson is a member of President Obama's Economic Recovery Advisory Board. She served in the Clinton Administration and was the Chair of The Council of Economic Advisers from 1993 - 1995 and the President's National Economic Advisers from 1995 - 1996.

    Dr. Tyson is a senior advisor at the McKinsey Global Institute, Credit Suisse Research Institute and The Rock Creek Group. She is a senior fellow at the Center for American Progress and a member of the MIT Corporation and National Academies Board on Science, Technology and Economic Policy. Dr. Tyson is on the advisory council of the Brookings Institution Hamilton Project and is an advisory board member of Newman's Own, Generation Investment Management and H&Q Asia Pacific. Dr. Tyson serves as a member of the Boards of Directors of Eastman Kodak Company, Morgan Stanley, AT&T, Silver Spring Networks, CB Richard Ellis, the Peter G. Peterson Institute of International Economics and New America Foundation.

  • Bill Blaylock
    VP & Senior Tax Counsel
    Texas Instruments Incorporated
  • Lewis Chew
    SVP & CFO
    National Semiconductor Corporation
  • Dennis Gannon
    Senior Director, Corporate Finance
    The Corporate Executive Board Company
  • William Graber
    Director
    Kaiser Permanente
  • Dwight Jaffee
    Booth Professor of Banking, Real Estate, and Finance
    U.C. Berkeley
  • Blake Jorgensen
    EVP & CFO
    Levi Strauss & Co.
  • Marie Knowles
    Director
    McKesson Corporation
  • Jeffrey Liu
    Principal, Transaction Advisory Services
    Ernst & Young LLP
  • Phillip Mazzie
    Partner
    Ernst & Young LLP
  • Tim Morse
    EVP & CFO
    Yahoo! Inc.
  • Frank Quattrone
    Founder & CEO
    Qatalyst Partners LP
  • Chuck Robel
    Non-Executive Chairman
    McAfee, Inc.
  • Jane Shaw
    Chairman of the Board
    Intel Corporation
  • Michael Splinter
    Chairman & CEO
    Applied Materials, Inc.
  • Morris Treadway
    VP - North America Business Intelligence Performance Management Leader
    IBM
  • Laura D'Andrea Tyson
    S.K. & Angela Chan Professor of Global Management, Haas School of Business
    UC Berkeley
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