Rising 2010 Normal - Dr. Mark Frigo · Rising 2010 Conference & expo march 7-10, 2010 orlando Navigating the New Normal ... Ten Rules for Strategic Innovators—from Idea to Execution;

CFORising2010Conference & expo

march 7-10, 2010orlando

Navigating Navigating the New the New NormalNormal

CFo magazine presents

the 17TH annual Conference & expo

Topics will include:

Forecasting with Insight

and Confi dence

Techniques for Creating True

Pay-for-Performance

Health-Care Costs: What

Are the Options for CFOs?

How to Foster World-Class

Internal Controls

Rethinking Risk: The Need

for a Strategic Framework

Creating a New Dynamic

in the Boardroom

M&A: How to Get the

Best Deals Now

Visit www.cforising.com for a complete conference agenda and full session descriptions.

for more information or to register Visit us at www.cforising.com. Use promo code "BRO" when registering and save an additional 10%.

Keynote speaker:Vijay GovindarajanDirector, William F. Achtmeyer Center for Global Leadership, Tuck School of Business at Dartmouth College; author, Ten Rules for Strategic Innovators—from Idea to Execution

Keynote speaker:David A. LevyDirector and ChairmanThe Jerome Levy Forecasting Center

Joseph KaeserCFO and EVPSiemens AG

Brad RichmondCFO and SVPDarden Restaurants, Inc.

Register by January 18 and save

$500.

Special Offer: 57% off The Financial Times' Corporate Program

Voted the World’s #1

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For less than 0.30 cents per person per day, you will increase your organizations’ collective expertise.

For more information on this exclusive offer, contact Karen Begley, Corporate Relationship Manager p: 212-641-6475 e: [email protected]

Vi


$500.




Learn from industry leaders: featured speakers & presentations

Dear Colleague,

We hear the phrase “Th e New

Normal” a lot these days, but

what does it really mean for

fi nance executives? Please join

me at CFO Rising on March

7-10, 2010 for a multi-faceted

exploration of how the new normal is fundamentally

altering the business landscape, and how the savviest

companies are responding.

Held at the brand-new Hilton Orlando

Bonnet Creek, CFO Rising will feature provocative

speakers including famed innovation expert Vijay

Govindarajan and a deep roster of truly strategic

CFOs such as Joe Kaeser of Siemens AG, Brad Rich-

mond of Darden Restaurants Inc., and Robert Daleo

of Th omson Reuters. Hear what they have to say

about evolving banking relationships, capital struc-

ture optimization, strategic planning, and managing

energy and health-care costs.

All CFO conferences off er rich networking

opportunities, and CFO Rising is no exception. At

formal and informal events, you will have multiple

opportunities to discuss pressing issues and learn

from your peers. Before the conference opens, you

can compete in the CFO Rising Golf Tournament

and play 18 holes on a breathtaking course designed

by Rees Jones.

Th is is a special year for CFO magazine:

our 25th anniversary. We plan to commemorate the

occasion at CFO Rising with a celebratory recep-

tion on Tuesday night featuring champagne, hors

d’oeuvres, and of course, cake. Please join me in

raising a glass to our anniversary and sharing the

lessons learned about fi nancial leadership over the

past 25 years.

To reserve your place at CFO Rising, please

either visit our website, www.cforising.com, or call

(888) 767-5924. I look forward to seeing you in

Orlando.

Warm regards,

Julia Homer

SVP and Chief Content Officer

The CFO Publishing Corp.

PS: Remember to register by January

to save off the standard rates.

Case Study: Setting the Gold Standard for Internal ControlsJoseph Kaeser, CFO, Siemens AG

Panel Discussion: CFOs' Top Concerns for 2010Ann E. Ziegler, SVP and CFO, CDW

Panel Discussion: What Are The Most Promising Growth Strategies?Robert D. Daleo, EVP and CFO, Brad Richmond, SVP and CFO, Thomson Reuters Darden Restaurants, Inc.

The Role of the CFO in Strategic Risk ManagementMark L. Frigo, Ph.D., Director, The Center for Strategy, Execution, and Valuation, DePaul University; co-author, Driven

Waging War on Complexity CostsAndrei Perumal, Stephen A. Wilson,Partner, Wilson Perumal & Company Partner, Wilson Perumal & Company

The Lean Six Sigma Advantage:

A CFO's Guide to Sustainable Cost Cutting in a Tightened EconomyMark George, Managing Partner, Operations Consulting, Process and Innovation Performance Group, Accenture

Panel Discussion: A New Dynamic in the BoardroomMartin E. Welch, former CFO, United Rentals, Inc.

Panel Discussion: WANTED: Finance Skills for a New DecadeChristopher Langhoff, Financial Offi cers Sector, Russell Reynolds AssociatesKenneth J. Sanginario, Director, Corporate Finance Group, NorthStar Management Partners, LLC

Special keynote presentations

general session presentations

How CFOs Can Drive InnovationVijay Govindarajan, Director, William F. Achtmeyer Center for Global Leadership, Tuck School of Business, Dartmouth College; Professor-in-Residence and Chief Innovation Consultant, General Electric

Understanding "The Contained Depression"David A. Levy, Director/Chairman/Economist,The Jerome Levy Forecasting Center

Creating Alignment in the C-SuiteJudith Glaser, Principal Faculty Member,Liminal Group; author, The DNA of Leadership




$500.




New intensive learning programs and exclusive networking events

10:00 A.M.—4:00 P.M. Legal Boot Camp: Everything a CFO Needs to Know

Dennis J. Gerschick, J.D., Founder and CEO, Regal ServicesFinance executives must now grapple with an expanding list of thorny legal issues ranging from employee lawsuits to due diligence to bankruptcy. This six-hour executive briefi ng—designed exclusively for CFO Rising—will explain some of the basics of legal defense and offer techniques for bulletproofi ng your organization. This full-day session will cover: a) The Legal Landscape 2010; b) A CFO's Guide to Protecting against Shareholder, Employee, and Regulator Lawsuits; c) All about Fees: Deciphering and Controlling Legal Costs; d) How to Value, Structure, and Execute the Best Deals Possible; and e) Working with Inside/Outside Counsel.

Play 18 holes of championship golf with fellow attendees on the brand new Rees Jones-designed course at the Waldorf Astoria Golf Club. An additional fee applies.

Join us for breakfast roundtable discussions on Tuesday morning. This is your opportunity to brainstorm with your peers and share experiences about such issues as balancing growth and cost control, budgeting and planning, risk management, fi nding and retaining talent, and leveraging working capital.

If you are interested in leading a discussion or suggesting a topic please contact Delia Elbaum at 212-698-9729 or [email protected].

Welcome Reception: The networking starts early. Begin your CFO Rising experience at our Sunday welcome reception. Join other senior fi nance executives for a casual evening fi lled with light food, drinks, and networking in a beautiful outdoor setting. Meet delegates, presenters, and sponsors who are committed to sharing ideas and best practices. Golf tournament scores will be announced as part of this event.

CFO "Wheel of Finance" Networking Reception: Come to the exhibit hall for drinks, hors d'oeuvres, and networking. The more exhibit booths you visit, the more chances you will have to spin the "Wheel of Finance" and win fabulous prizes. Don't miss out on the fun. Everyone goes home a winner.

CFO magazine 25th Anniversary Celebration: This is a special year for CFO magazine: our 25th anniversary. Please join us for a celebratory reception on Tuesday night featuring champagne, hors d’oeuvres, and of course, cake. We'll be toasting the anniversary and sharing the lessons learned about fi nancial leadership over the past 25 years.

Plus: Small group workshops, executive luncheons, and additional exhibit hall programs. Bring your business cards. Bring your questions. You’ll leave this conference with new knowledge, ideas, and relationships.

Networking events: Sunday, March 7, 2010

preconference workshop: Sunday, March 7, 2010

Back by Popular Demand! Breakfast Roundtables: Tuesday, March 9, 2010

special networking Opportunities

*Earn 4-7 additional CPE credits for each PRE- aND Postconference workshop. an Additional fee applies and preregistration is required.

43% are CFOs

73% are senior level

fi nance executives

21% come from $1 billion+

revenue companies

30% come from companies

of 1,000 employees or more

Top 5 Reasons to Attend CFO Rising

Hear success stories and case studies from 1. leading CFOs

Learn leading-edge techniques to streamline 2. processes

Earn up to 32 CPE credits3.

Meet service providers who will show you how 4. and where you can cut costs and improve busi-ness processes

Network with other senior fi nance executives5.

Attendee Profi le

1-800 CONTACTS• A.G. Edwards & Sons• AIG Retirement Services• AirTran Airways• American Cancer Society• American Honda Finance• Amway GmbH• The Bank of New York • MellonBest Buy• Birkenstock USA• Blue Cross Blue Shield• Brink’s Home Security• Disney Worldwide• Dow Chemical• Florida Power & Light• General Mills• Georgia-Pacifi c• Maritz• Mercer• Nissan Forklift•

Nokia• Northrop Grumman IT• Qwest Communications • InternationalReed Elsevier• Rittenhouse Rankings• Sears Home Improvement • ProductsSpirit Airlines• Tiffany and Co.• Tyco International/ADT • SecurityUPS• USDA• Universal Orlando• Virgin Charter• Vodafone Americas Inc.• Volvo IT North America• Wal-Mart• Wise Foods•

More than 300 senior fi nance executives attend CFO Rising each

year. Attending companies have included:

WHEEL

WHEEL ofof

FINANCE

FINANCE

CELEB

RATING

2525yearsCFO

CFO magazine



Preconference preconference workshop

10:00 A.M.—4:00 P.M. (Earn 7 additional CPE Credits)

Preconference Workshop — Legal Boot Camp: Everything a CFO Needs to Know

Dennis J. Gerschick, J.D., Founder and CEO, Regal ServicesFinance executives must now grapple with an expanding list of thorny legal issues ranging from employee lawsuits to due diligence to bankruptcy.

This six-hour executive briefi ng—designed exclusively for CFO Rising—will explain some of the basics of legal defense and offer techniques for bulletproofi ng your organization. This full-day session will cover: a) The Legal Landscape 2010; b) A CFO's Guide to Protecting against Shareholder, Employee, and Regulator Lawsuits; c) All about Fees: Deciphering and Controlling Legal Costs; d) How to Value, Structure, and Execute the Best Deals Possible; and e) Working with Inside/Outside Counsel.

networking7:15 A.M.— 8:15 A.M.

Registration/Continental

Breakfast

8:15 A.M.—8:30 A.M.

Conference Opening

Addresses

Julia Homer SVP and Chief Content Offi cer CFO Publishing Corp.

Lori Calabro Editorial Director CFO Conferences

networking7:30 A.M.—8:45 A.M.

Breakfast Roundtables

8:45 A.M.—8:50 A.M.

Introduction to Day 2


networking7:30 A.M.—8:30 A.M.

Global Business

Update Breakfast

Featuring Kate O'Sullivan, Senior Editor for Strategy, CFO magazine, and Tim Reason, Editorial Director, CFO.com

8:30 A.M.— 8:45 A.M.

Book Signing

42 Rules for Creating WE by

Judith Glaser

8:45 A.M.—9:00 A.M.

Introduction to Day 3


8:30 A.M.—9:30 A.M.

Keynote Address: How CFOs Can Drive Innovation

Vijay Govindarajan, Director, William F. Achtmeyer Center for Global Leadership, Tuck School of Business at Dartmouth College; author, Ten Rules for Strategic Innovators—from Idea to Execution; Professor-in-Residence and Chief Innovation Consultant, GECorporate strategies need almost constant redefi nition —either because old assumptions are no longer valid, previous strategies have been imitated, or unanticipated opportunities have materialized. In this new environment, the strategic challenge for organizations is to identify, analyze, and exploit the market discontinuities (e.g., fundamental shifts in technology, customers, competitors, lifestyle/demographics, globalization, regulations) that can transform their industry. In this presentation, one of the world's leading experts on strategy and innovation shares his insights on the role of the fi nance department in fostering a culture of innovation.

8:50 A.M.—9:35 A.M.

Keynote Address: Understanding "The Controlled Depression"

David Levy, Director and Chairman, The Jerome Levy Forecasting CenterOne of the nation's top economic forecasters, David Levy described the nature of the current recession and troubled recovery before most economists acknowledged that a downturn was even possible. In this session, Levy will argue that the economy has entered a new era, a contained depression, in which private balance sheets must broadly shrink. He will explain the critical implications for interest rates, fi nancial stability, infl ation, credit conditions, and economic growth.

9:35 A.M.—10:20 A.M.

Case Study: What Can We Learn from the Auto Industry?

The auto industry has endured everything from bailouts to high com-modity and fuel costs to changing tastes. What lessons can be drawn?

10:40 A.M.—11:25 A.M.

Case Study: The Future of Wired and Wireless Communication

Broadband and other wireless communications are changing busi-ness at hyperspeed. How can every industry cope—and benefi t?

9:00 A.M.—10:00 A.M.

Creating Alignment in the C-Suite

Judith Glaser, Principal Faculty Member, Liminal GroupCommunication in the C-suite is vital, but fraught with challenges. Through her innovative “Creating We” technologies, Judith Glaser helps executives address

those challenges at the intersection of culture, leadership, and brand. Glaser will focus on how CFOs can work most effectively with other members of the C-suite to identify processes and solutions that can lessen uncertainty in business decisions and lead to an increase in shareholder value.

10:00 A.M.—10:45 A.M.

A New Dynamic in the Boardroom

Finance executives report directly to the CEO, but they also report to the board. That relationship has become more important than ever in the wake of the fi nancial crisis, and addressing this important constituency takes discipline, fi nesse, and a dose of courage.Panelists Including: Martin E. Welch, former CFO, United Rentals, Inc.

9:30 A.M.—10:15 A.M.

Case Study: Can You Bank on Your Bank?

Eighteen months after the fi nancial crisis and ensuing bailouts, the news from the banking world remains mixed at best. In this presentation, a leading banking CFO will discuss how the credit crisis and the recession have reshaped the competitive and economic landscape for banking; what fi nancial professionals are doing to navigate in this environment; and what companies will be looking for from their fi nancial partners in the future.

10:35 A.M.— 11:20 A.M.

Case Study: Setting the Gold Standard for Internal Controls

Joseph Kaeser, CFO, Siemens AGIn the wake of a scandal that rocked Siemens to the core, CFO Joe Kaeser instituted fundamental changes to how the German industrial giant does business. Specifi cally, he championed a new central database for Siemens’s accounts and revamped internal controls across the board. Kaeser will share the lessons learned in the process and discuss how the company’s culture has radically changed for the better.

11:25 A.M.—12:15 P.M.

Refocusing on Revenue: What are the Best Growth Strategies?

What can companies do to jumpstart growth in 2010? How can you identify the most promising opportunities and make sure you are positioned to capitalize on them? Several CFOs share their strategies for harnessing the economic turnaround.Moderator: Scott Leibs, Executive Editor, CFO magazinePanelists: Robert D. Daleo, EVP and CFO, Thomson Reuters Brad Richmond, SVP and CFO, Darden Restaurants, Inc.

networking12:15 P.M.—1:00 P.M.

Luncheon

1:00 P.M.—1:45 P.M. Dessert and Exhibit Hall Hours

10:45 A.M.—11:30 A.M.

WANTED: Finance Skills for a New Decade

Thanks to Sarbanes-Oxley, for the past 8 years, many fi nance execu-tives have focused largely on control and compliance. But as companies grapple with recessionary economics, they need fi nance to concentrate on operational issues. This session will discuss what it really means to be a strategic CFO.Panelists: Christopher Langhoff, Financial Offi cers Sector, Russell Reynolds AssociatesKenneth J. Sanginario, Director, Corporate Finance Group, NorthStar Management Partners, LLC

11:30 A.M. Closing Remarks/Adjournment

Postconference Workshop12:00 P.M.— 4:00 P.M. (Earn 4 additional CPE credits)

Postconference Half-Day Session —Metrics that Matter:

Which Measures Capture Performance Most Accurately?

Bennett Stewart, Chairman/CEO, EVA Dimensions, LLC

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General Session

General Session

General Session

activities

CONFERENCE SPONSORS

4:45 P.M.—5:30 P.M.

A Conversation about

Current Reporting Issues

Changes in fi nancial accounting promise to affect how CFOs com-municate with stakeholders—and how they do their jobs. This session will address the latest develop-ments on FASB and IASB projects, including progress on U.S. GAAP and international fi nancial report-ing standards (IFRS) convergence issues.


Networking

Reception

in Exhibit Hall


Networking Reception in

Exhibit Hall: A 25th Anniversary

Celebration of CFO magazine

11:20 A.M.—12:15 P.M.

Top Concerns for 2010: A CFO Panel Discussion

Every quarter, as part of our Global Outlook Survey, CFO magazine and Duke University ask fi nance executives about their top concerns. Since the recession, such concerns as consumer demand and managing cash have

topped the list. But now, as we move into a new decade and hope for a recovery, what will be on CFOs’ lists? A panel of senior fi nance executives share their concerns and their solutions.PANELISTS INCLUDING: Ann E. Ziegler, SVP and CFO, CDWModerator: Kate O’Sullivan, Senior Editor for Strategy, CFO magazine

networking12:15 P.M.—1:00 P.M. Networking Luncheon

1:00 P.M.—1:45 P.M. Exhibit Hall Grand Opening Ice Cream Social

workshops: Tracks 1 & 21:50 P.M.—3:40 P.M. Concurrent Executive-Education Workshops

workshops: Tracks 3 & 41:50 P.M.—3:40 P.M. Concurrent Executive-Education Workshops

Core concerns session

4:00 P.M.—4:45 P.M.

Core Concerns Presentation:

Waging War on Complexity Costs

Stephen A. Wilson and Andrei Perumal, Partners, Wilson Perumal & CompanyIn this presentation based on their new book, corporate

consultants Stephen Wilson and Andrei Perumal explore complexity costs and offer advice on how to identify and reduce them. Using real-life examples from companies such as Procter & Gamble, Kraft, and Motorola, the authors will outline the drivers of complexity costs and a four-part plan for attacking them.

Core concerns sessions4:00 P.M.—4:45 P.M.

The Role of the CFO in Strategic Risk Management

Mark L. Frigo, Ph.D., Director, The Center for Strategy, Execution, and Valuation, DePaul University; co-author, DrivenThe credit crunch, increased competition, and the failure to accurately plan for worst-case scenarios has elevated

risk management to a top fi nance priority. How to identify the most threatening risks and deal with them systematically is the subject of Mark Frigo’s new book, Driven, and in this talk, he offers a framework for how fi nance can bulletproof their organizations.

The Lean Six Sigma Advantage: A CFO's Guide

to Sustainable Cost Cutting in a Tightening Economy

Mark George, Managing Partner, AccentureGiven the state of our global economy, organizations of all types are seeking ways to reduce operating costs without losing precious market share. In this presentation, the

author of The Lean Six Sigma Guide to Doing More with Less argues that it is only by overhauling the complex relationship among offerings, processes, and customers that companies can really reduce costs.

4:45 P.M.—5:30 P.M.

What’s the Benefi t? A Conversation on the Future of Health Care

In this Q&A session, the CFO of a leading managed-care company explains how his company is using technology and other strategies to combat rising health-care costs and educate employees to be healthier consumers in the process.

Visit www.cforising.com for complete conference agenda and full session descriptions.

networking

CFO Rising Golf Tournament 6:00 P.M.— 7:30 P.M. 11:30 A.M.—12:30 P.M. Registration and

Check-In/Practice Range Opening Reception

12:30 P.M.—5:30 P.M.

Tournament Play

SPONSORSHIP & EXHIBIT

OPPORTUNITIES

CFO Rising Sponsorships close sales. Do you want to reach this audience? To fi nd out how to customize a sponsorship/exhibit package to suit your organization’s needs, please contact Delia Elbaum at (212) 698-9729 or [email protected].

Jr.

Associate

Round-

table

Gold AssociateCorporate

WHEEL

WHEEL ofof

FINANCE

FINANCE

CELEB

RATING

2525yearsCFO

CFO magazine

*Please note: Conference agenda and speakers are subject to change.

General Session

General Session

hotel and pricing information: register early and save

register now at www.cforising.comONLINE: www.cforising.comCall: (888) 767-5924 or (617) 345-9700, ext. 247E-mail: [email protected]: Visit our website to download a printable registration form.

isit us at www.cforisi

Use promo code "BRO" when registering.

Hilton Orlando Bonnet Creek

14100 Bonnet Creek Resort Lane

Orlando, FL 32821

Telephone: (407) 597-3600

Reservations: (888) 353-2013

Fax: (407) 597-3601

Hilton Orlando Bonnet Creek is a new world-class Florida hotel located in a private natural setting on 482 acres and surrounded on three sides by the Walt Disney World® Resort.

Please call hotel reservations directly at (888) 353-2013 to reserve your room. Be sure to specify that you are reserving a room at the HILTON BONNET CREEK ORLANDO and mention “CFO” to qualify for the reduced rate of $229/night. Reserve early—the hotel does not guarantee the conference rate after February 15, 2010.

conferencePricing

Special Rate:

Enter code

“BRO.” Offer

expires

1/18/2010

Regular

registration:

Expires 3/6/2010

Onsite

registration

All-access pass $2,395 $2,595 $2,895

Alumni (past attendees within the last 2 years) $1,395 $1,795 $1,895

Senior fi nance executives $1,495 $1,895 $1,995

All others $1,895 $2,295 $2,395

Single day $795 $845 $895

Half-day pre-and postconference workshops

001 and 002 (additional fee for each)$500 $500 $500

Full-day pre-conference Legal Boot Camp 003

(additional fee)$795 $845 $895

Conference podcasts $129 $129 $199

The CFO Rising Golf Tournament $125 $125 $125

Discounts for Groups: 3 to 5 people— 5% off; 6 to 10 people—10% off; 11+people —15% off

Cancellation Policy: Cancellations received up to 60 days before the conference start date will receive a full refund less a $125 processing fee. Cancellations received between 60 and 14 days of the conference start date may elect to receive either a 50% credit toward a future event* or a 50% refund. No refunds or letters of credit will be granted within 14 days of the event start date. Please send cancellation in writing to [email protected], fax to 617-345-0037, or mail to CFO Conferences, 51 Sleeper Street, Boston, MA 02210.

*All credits must be used within one (1) year of the cancellation date and can only be used toward the registration fee for a live CFO conference. Substitutions may be sent at any time.

CFO Conferences is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have fi nal authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Website: www.nasba.org. Delivery Method: Group-Live, Program Level: Intermediate, Prerequisite: Two years’ experience as a corporate fi nance manager. For more information regarding refund, complaint, and cancellation policies, contact CFO Conferences at (888) 767-5924, or (617) 345-9700, ext. 247.

Hotel information

www.cforising.com

registration information

earn up to 32 cpe credits

Visit us at www.cforising.com for a complete conference agenda and full session descriptions.


$500.



Documents

Rising 2010 Normal - Dr. Mark Frigo · Rising 2010 Conference & expo march 7-10, 2010 orlando Navigating the New Normal ... Ten Rules for Strategic Innovators—from Idea to Execution;