Financial Forecasting & Planning Summit

Bridging Financial Control, Technology, Strategy and Performance

LondonPark Plaza Victoria Hotel

16th & 17th April, 2015

Confirmed Speakers

Confirmed Speakers

• CFO, Egencia• Director, Finance, Hertz • Senior Vice President, FP&A, Citi • Director, Finance, Tesco• Director, FP&A, PRA Health Sciences• CFO, British Marine• Manager, FP&A & Cost Management, Citi• Head of Planning, Aviva

• Head of Finance, Ericsson• Head of Treasury Planning, TSB Bank• Director, Treasury, Barclays• Director, Finance, BBC• Director, Corporate Banking, HSBC• Head of Finance, Shell• Group Director, Finance, Volex

Past Delegates include• Chief Financial Officer - Philips

• Controller - Intel

• VP, FP&A - BP

• Sr. Director, Finance - Bank of America

• VP, Finance - Bayer

• SVP, Retail - Nike

Who Will You Meet?There is no question that IE. provides the gold standard events in the industry and will connect you with decision makers within finance. You will be meeting senior level executives from major corporations and innovative small to medium size companies.

Job Title Of Attendees

President/Principal

SVP/VP

C-Level

Snr. Director/Director

Global Head/ Head

Snr. Manager/Manager

Academic (1%)

78%

1000+ Employees300-999 Employees50-299 EmployeesLess than 49 Employees

Company Size Of Attendees

8%

11%

25%56% 81%Attendees are

companies with at least 300

employees

3%

21%

12%

42%

13%

8%

Attendees are at Director level or above

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The Financial Forecasting & Planning Innovation Summit brings together FP&A leaders for a thought leading summit that builds on four years of industry expertise and experience.

Finance Executives in 2015 who are looking to develop a systematic approach to link strategic plans, budgets, and forecasts can't afford to miss this summit. Learn how to utilize forward looking metrics such as consumer demand, commodity prices and foreign exchange fluctuations to

allocate resources effectively across your organization and project growth.

For today’s finance teams, it is key to move beyond a conventional accounting role and to become an effective business partner.

Speakers at this summit will demonstrate how they have used their corporate knowledge to manage risk, inform pricing and contribute to corporate strategy.

About The Summit

Confirmed Speakers

José NazarioSenior Vice President, FP&ACiti

A highly motivated and results driven finance manager with more than 15 years of experience in several senior roles in Global companies (Citigroup, Barclays, Portugal Telecom) across several geographies (London, New York and Lisbon) and sectors (Banking for Telecom).

Jose Nazario is currently the EMEA Cards FP&A Head and EMEA CCAR Finance Head for Citi based in London. Citi is one of the largest banks in the world   and in EMEA is present in more than 50 countries. Formerly, Jose was based in New York as FP&A Head for one of the divisions of Citi’s Institutional Client Group (ICG) and was responsible for the Planning&Analysis and Productivity initiatives of that division worldwide.

Stephan KreuzbergDirector, FinanceHertz

Stephan Kreuzberg was formerly Finance Director at Hertz Europe, based in Geneva and responsible for the Southern half of Hertz corporate business in Europe.

He joined Hertz in 2006 and previously worked in Financial Control at Citibank's German headquarter.

He has over 14 years of experience within Finance Business Partnering, FP&A, business & organizational

Forecasting In the Highly Regulated Banking Industry: CCAR and Stress Testing

The Banking industry has always been one of the most regulated markets in the world, but since the last financial crisis more focus has been put in insuring all Banks have sufficient capital under another stress environment. This has changed the way Financial Institutions look at their forecasts, mainly under different scenarios, and as a consequence how FP&A teams  approach it as well.

This presentation tries to give a sense of how this environment has influenced how Citi forecasts its results and coped with the requests of the Federal Reserve under the requirements of CCAR (Comprehensive Capital Analysis and Review).

t r a n s f o r m a t i o n a n d l e a n / S i x S i g m a p r o c e s s management. Stephan studied Business Administration at Hochschule Niederrhein in Germany.

Paolo De RuggieroDCFOEgencia

Peter joined British Marine plc in 2009 and serves as a main board director and Chief Financial Officer.   British Marine plc is a dry-bulk ship owner and operator headquartered in London with offices in Mumbai, India and Singapore.

British Marine plc represents a significant part of the wider Britmar Group, which has interests in a range of industrial and trading projects across the world.

Peter is an experienced finance director having worked in the transportation, engineering, healthcare-related and high technology sectors in organisations of varying complexity and scale.

Driving Innovation in Your Finance Team

Keeping your team efficient and driven can at times be hard - however, being able to drive innovation successfully is a large task! This presentation will look at the leadership perspective of finance and driving innovation in your finance team.

Peter JohnsonCFOBritish Marine

Paolo de Ruggiero has joined Egencia, the Corporate Travel arm of Expedia, Inc., as Global CFO in 2008, based in Paris, where he has lived since 2003.   In precedence, he spent 8 years at GE Capital, where he held several CFO jobs, the last one covering 7 European countries and 15 Banks and lending institutions. Earlier, he spent four years in Asia with a leading Fashion and Apparel company, with emphasis on China JV management. Earlier in his career, he held various finance positions with blue chip companies in the US, Italy, the UK, and France. 

Married with two children, Paolo is a published writer in the field of classical History, and an amateur lyrical singer.

Paolo was born in Rome, Italy, and holds a BS in Economics from the University of Rome, and an MBA from Purdue University.

Stewart HoustonDirector, FP&APRA Health Sciences

Stewart is a Finance Professional with over 15 years of experience, 10 years Post Qualified. Covering primarily, but not exclusively, aspects of Financial Planning, Analysis and Reporting predominantly in the IT industry but latterly outsourced Clinical Trial services.

This has seen Stewart manage the financial planning aspects of an individual Country, Sales Channel, Product Set and Regional Forecast Consolidation to latterly managing all of the forecasting, reporting and processes within Europe, Middle East, Africa and Asia Pacific. This has been allied with a willingness and the ability to make changes to processes and practices where there are more efficient means of goal achievement.

The Role of FP&A within a Services Organization

The purpose within this presentation will be to illustrate and explore the interlocking building blocks and prospective pit falls that exist within every successful services organization. Central to this is an efficient functioning Resource management system and process, right people, right skills, right place at the right time. Balancing the mix of permanent employees with managed contractors and subcontracted.   Stewart will explore the elements of key performances such as Utilisation but with recognition that Utilsation does not equate to productivity and this has to be addressed independently.

Strategic Plan Meets Annual Plan

Thoughts, tips, best practices & experiences from a seasoned CFO perspective.

Shiraz AhmedManager, FP&A Cost ManagementCiti

Elaine has primarily covered Financial Reporting and Treasury but also has a wide experience in Cost and Management Accounting and Reforecasting & Planning.

Elaine is highly target driven, resilient and ambitious, with a proven ability in quality reporting. Established team member with leadership qualities and strong analytical and decision making skills developed through ad hoc company projects.

Elaine has been in her current role at TSB Bank since January 2013. Prior to her role there, Elaine has worked Ulster Bank, Goodbody Stockbrokers and also AIB.

Managing Expectations in a Volatile Environment

This presentation will focus on being able to manage your financial expectations when working in a turbulent and volatile environment.

Elaine KellyHead of Treasury Planning, ForecastingTSB Bank

Shiraz has over 12 years of Finance experience with one of the world’s largest Global Financial Services Groups at multiple locations with specific exposure to FP&A, Strategy and Cost Management. Shiraz has a proven track-record of successfully managing strategic projects and delivering against Finance-specific as well as business-wide objectives globally. These include execution of key business re-engineering, divestiture and transition management projects, implementation of local and global finance systems and reporting frameworks and achievement of

Leighton DaviesDirector, FinanceBBC

Leighton Davies leads the Finance Centre of Excellence which is at the heart of the BBC’s finance organisation and provides support to all the BBC content and support services.   The CoE is based in Cardiff and is comprised of around 200 staff with an extended team outsourced to Steria based both in the UK and in Chennai in India. Leighton trained as a Chartered Accountant with Ernst & Young in Cardiff, where he gained experience of audit before moving into Corporate Finance.   He also gained Corporate Finance Experience with Deloitte in Cardiff before moving out into industry. After 7 years in the Chemical industry where he filled roles of increasing responsibility, during which he helped establish two UK headquarters, he spent 9 years at GE Aviation near Cardiff, where he moved through the ranks and led the finance effort as Finance Director for 3 years before joining Network Rail where he helped create and launch the Wales Route for the business, based out of Cardiff.

Importance of Employee Engagement During Finance Transformation

• What does the BBC Finance Centre of Excellence do? •• Brief history and how are we organised •• Key challenges•• How we addressed these challenges•• Major change

double-digit year over year cost reduction and structural efficiencies. In-depth experience of complex financial modelling, product profitability, M&A and business strategy related analyses. Strong people management, cross functional and senior stakeholder management exposure at Global and Regional level. He also has a comprehensive geographical coverage across North America, Latin America, EMEA and Asia Pac.

Panel Session: Impact of Funding & Transfer Pricing Approaches on the FP&A Process

Moderator: Krishna Srinivasan

This panel session will focus on the impact of funding, transfer pricing approaches on forecasting & planning in a variation of industries.This session will explore what are the key determinants on the final forecasting process and how funding & transfer pricing affect this.

Oscar WallstenHead of FinanceEricsson

Oscar is currently responsible for the finance function at Eriksson’s Global Customer Unit for Vodafone, based in London, UK. He has recently been heading up the FP&A team in North America for Ericsson and has also been the CFO for the Public listed company Nikola Tesla d.d. in Zagreb, Croatia. Ericsson is a world leader in the rapidly changing environment of communications technology – providing equipment, software and services to enable transformation through mobility.

Krishna SrinivasanDirector, TreasuryBarclays

Krishna is the Director, Treasury at Barclays. He has held various postions within the company, largely focusing on Risk. Prior to joining Barclays in 2008, Krishna worked for Ernst & Young .Specialties: Capital, Funding and Liquidity Risk Management (inc. Basel III & CRDIV), Funds Transfer Pricing and Economic Funding,BAU/Stressed Behavioural Profiling,Banking Audits inc. Valuation Review (Retail, Commercial, Private and Investment Banking),Treasury Operations

FP&A in Transformation

The world is changing! Will Finance be part of this change, or are we stuck in legacy roles and ways of working? We need to challenge the status quo and push for excellence! I will focus on improvements and achievements that contributes to success.

Daniel Carter-CloutGroup Director, FP&AVolex

Daniel is a Big 4-qualified accountant with commercial finance, budgeting and management accounting experience post qualification in the TMT sector. Daniel specialises in investment appraisal, finance business partnering, financial control and planning, budgeting / strategic planning, commercial analysis, pricing. At Volex, Daniel’s role is to drive all planning, performance management and decision support functions globally:- Lead Group Budget and Forecast processes, and own and develop the 3-year strategic plan, providing scenarios and recommendations to the Board- Management and development of a team of 6 FP&A analysts with a multinational footprint, realigning team during business restructuring to support new Executive Team

Arif KamalCFOThomas Cooper

Arif joined Thomas Cooper, an international law firm specialising in marine shipping, trade and finance in 2014 as the firm's CFO. He is responsible for the overall financial health of the business. Arif was previously the Group Finance Director for GL Hearn, a top twenty Property Consultancy. Arif's professional services industry experience also includes his role as Head of Finance with Wilson Mason.

The Information

Silver Pass

£1095Access to all sessions & networking

events. 7 days access to presentations from the summit via ieOnDemand

£895Early Bird Price(before Feb 6)

Diamond Pass

£1495Access to all sessions, networking

events, annual subscription to all content on the Finance & Supply Chain channels via

ieOnDemand

£1295Early Bird Price(before Feb 6)

Gold Pass

£1295Access to all sessions, networking events & unlimited access to presentations from

the summit via ieOnDemand

£1095Early Bird Price(before Feb 6)

Registration Pricing

Financial Forecasting & Planning Innovation SummitDate: 16th & 17th April, 2015Location: LondonVenue: Park Plaza Victoria Hotel

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For larger groups or special requests contact Simi Garcha by calling +44 207 193 3149 or email sgarcha@theiegroup.com * Team discounts are applicable at the point of registration only.

Ways to Register

+44 207 193 3149 +1 323 446 7673

Group Discount Offers3 Silver Passes: £2250 (£750 per attendee)5 Silver Passes: £3500 (£700 per attendee)3 Gold Passes: £2850 (£950 per attendee)5 Gold Passes: £4500 (£900 per attendee)3 Diamond Passes: £3450 (£1150 per attendee)5 Diamond Passes: £5500 (£1100 per attendee)

One day passes are available - Contact Simi for more information.

Click here to register

1 Day Pass

£595Access to all sessions, networking

events, annual subscription to all content on the Finance & Supply Chain channels via

ieOnDemand

7 dayonline access to event materials

On-Demand Pass

£400Unlimited access to presentations from the summit via ieOnDemand, including

presentations, interviews & the ability to contact speakers

Unlimited access to

ieOnDemand

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2. Pass Types...Early Bird Pass Options until 6th February, 2015

Early Bird Silver: £895 Attendees ____ Early Bird Gold: £1095 Attendees ____ Early Bird Diamond: £1295 Attendees ____

Regular Pass Options after 6th February, 2015 Silver Pass: £1095 Attendees ____ Gold Pass: £1295 Attendees ____ Diamond Pass: £1495 Attendees ____

Group Discount Pass Options 3 Silver Passes £2250 (£750 per attendee) 5 Silver Passes £3500 (£700 per attendee) 3 Gold Passes £2850 (£950 per attendee) 5 Gold Passes £4500 (£900 per attendee) 3 Diamond Passes £3450 (£1150 per attendee) 5 Diamond Passes £5500 (£1100 per attendee)

For larger groups or special requests contact Simi Garcha by calling +44 207 193 3149 or email sgarcha@theigroup.comGroup passes only available when all participants register together.

Pass Descriptions:Silver Pass: Access to all sessions & networking eventsGold Pass: Access to all sessions, networking events & unlimited access to all the summit presentations via ieOnDemandDiamond Pass: Access to all sessions, networking event, annual subscription to all content on the Supply Chain and Finance channels via ieOnDemand

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Prices are exclusive of VAT. Places are transferable without any charge to another Summit 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 2nd March 2015 incur an administrative charge of 50%. If you cancel your registration after 2nd March 2015 you will be charged the full fee. You must notify The Innovation Enterprise in writing of a cancellation, or you will be charged the full fee. The Innovation Enterprise reserve the right to make changes to the program without notice. NB: FULL PAYMENT MUST BE RECEIVED BEFORE THE EVENT.

Registration FormFP&A Innovation Summit16th & 17th April, 2015 | London, UK For registration or more information on the program, please call Simi on +44 207 193 3149, or fax this registration form to +1 (323) 446 7673

3. Payment Options...One day passes are available - Contact Simi for more information.

Confirmed Sponsors

For sponsorship information contact Abby at afletcher@theiegroup.comF TI L

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Silver Sponsor