CAM-I W
i n t e r
M
e e t i n g
2014
December 8-10, New Orleans, LA
Insight
a n d A n a l y t ic s
a n d t h e e vo lv i n g
r o l e o f C FO
CAM-I Vision:
To be recognized as the premier
collaborative forum for innovative,
leading edge management solutions
that create lasting value.
CAM-I Winter Meeting 2014 | 3
Join us in
New Orleans!
Our quarterly meetings enable participants to work in diversified interest groups developing
leading-edge research, hear presentations by leading experts, and develop a network of
contacts from industry, government, consultancies and academia.
I invite both members and first time guests to the Consortium for Advanced Management International (CAM-I) Winter Meeting
in New Orleans, LA.
The theme of the December meeting is Insight and analytics and the evolving role of the CFO. CAM-I offers a forum for public and
private sector professionals to collaboratively develop solutions for today’s biggest challenges, including the integration of solution sets.
The implementation/utilization of these advanced concepts provides participating organizations a tremendous competitive advantage
in their business practices and knowledge acquisition well in advance before they go public.
Our quarterly meetings are the primary vehicle to further CAM-I’s Mission – To serve as a collaborative forum of thought leaders
who develop practical and effective management tools, techniques and methods to advance the way organizations manage costs,
processes and performance. In addition to the diversified interest groups, we have terrific keynote addresses planned on Tuesday
during our Body of knowledge forum.
CAM-I welcomes new attendees and we offer a Newcomer Orientation Monday morning. Guests and first time attendees are encouraged to attend. If you have any questions about our programs please contact me at [email protected] or at (512) 296-6872.
I look forward to seeing you in December.
Ashok Vadgama
President, CAM-I
4 | CAM-I Winter Meeting 2014
Agenda
MONDAY, DECEMBER 8TH
7:30 a.m.
Registration / Continental breakfast
8:00 a.m.
CAM-I Newcomer orientation
8:30 a.m.
Interest Group Sessions:
•
Performance Management
•
Target Costing Best Practices
•
Environmental Sustainability
12:00 p.m. Members forum lunch (By invitation only)
1:30 p.m.
Interest Group Sessions continue
5:00 p.m.
Adjourn
•
•
•
Integrated Risk and Crisis Management
Intelligent Data Quality Management
Cost Management
TUESDAY, DECEMBER 9TH
8:00 a.m.
Continental breakfast
8:30 a.m.
Welcome
Tony Adkins, Project Manager, SAS, CAM-I Industry Chair
CAM-I Direction
Ashok Vadgama, CAM-I President
8:50 a.m. Insight and Analytics: Opportunities and Implications of the Next Tipping Point
Tom Freeman, Director Data Insights and Data Platforms Business and Programs, Microsoft Corporation
9:50 a.m.
Break
10:20 a.m. The evolving role of the Chief Financial Officer in supporting performance improvement
Tony Scardino- Chief Financial Officer, US Patent & Trade Office
11:20 a.m.
Update on Cost Management Special Interest Group
Tony Adkins, Cost Management Special Interest Group Leader, Product Manager, SAS
11:50 a.m. CAM-I 2014 Bonsack Award
12:15 p.m. Lunch
1:15 p.m.
Interest Group Sessions continue
6:00 p.m. Networking reception
WEDNESDAY, DECEMBER 10TH
8:00 a.m.
Continental breakfast
8:30 a.m. Interest Group Sessions continue
12:00 p.m.
Adjourn
CAM-I Winter Meeting 2014 | 5
Travel
Royal Sonesta Hotel New Orleans
All program events will be held at the Royal Sonesta Hotel, New Orleans.
300 Bourbon Street
New Orleans, LA 70130
504.586.0300
CAM-I has reserved a block of rooms at a discounted rate at our
host hotel, the Royal Sonesta Hotel New Orleans. Attendees
can book within the group block through Friday, November 7
by calling our reservations line at 1-800-SONESTA and asking
for the Group Code “CAM-I Meeting” or by cutting and pasting
this link:
https://gc.synxis.com/rez.aspx?Chain=5157&template=FLEXN
DP&shell=FLEX&arrive=12/07/2014&depart=12/10/2014&ad
ult=1&child=0&group=1208CAMIME&hotel=12667
The cut-off date for our room block is November 21st . Any reservations
made after this date will be at the prevailing room rate, subject
to availability. Make your reservation today!
Transportation
The Royal Sonesta is 13.5 miles from the Louis Armstrong New
Orleans International airport (MSY). Travel time is approximately
30 minutes.
Taxi Cabs
Cost: $33.00 for one or two and $14.00 each additional person.
The Airport Shuttle
Cost: $20.00 for each person, $40.00 for two, $60.00 for three
Arrangements: The shuttle is first come first serve, with a kiosk
outside each baggage terminal for the purchase of tickets.
Parking
The Royal Sonesta New Orleans offers on site valet and self
parking. The Parking Garage is located at 700 Conti Street and
can be accessed on Conti and Bienville Streets.
Overnight Guests: Cars $36.00, Vans/SUV’s $40.00 All rates are
plus tax
6 | CAM-I Winter Meeting 2014
Registration
Register today at www.cam-i.org and click on “meetings
and events” at the top of the page.
You may select up to 2 Special Interest Groups.
For additional information please contact Ashok Vadgama,
[email protected] or by phone at 512-296-6872.
CAM-I , Consortium for Advanced Management International
Ashok Vadgama, President
6836 Bee Cave, Suite 256
Austin, TX 78746
www.cam-i.org
Phone: 512-296-6872
CAM-I Winter Meeting 2014 | 7
Interest Group Sessions
Special interest groups are open to all attendees. For information on joining a group,
please contact Ashok Vadgama.
Cost Management
Target Costing
This group is working on:
Understanding the risks and tradeoffs of implementing cost
management for shared Service platforms.
Developing the best way to cost and charge for shared services.
Tying shared services to customer profitability; the role of Target
Costing and Customer Profitability,
Leveraging work done previously in this area from the existing
CAM-I Body of Knowledge.
The group at CAM-I is working on a Target Costing application
for the service industry. A paper with full example will be generated next year. The other area a Value Analysis article and paper.
The value analysis process holds many benefits to companies in
understanding and focusing on their customers. Later in 2015
a Value Analysis training workshop will be in place.
Chair: Elaine Jones, Phone (260) 494-0241 or
[email protected]
Chair: Tony Adkins, Phone: (919) 531-0869 or [email protected]
Intelligent Data
Quality Management
Performance
Management
Envision efforts to develop valuation methods (i.e., assigning
quantitative costs to data quality, opportunity costing), analytics,
maturity models, end-to-end lifecycle analysis, and best practices
research ultimately to develop a framework that provides an
intelligent means for managing data quality, thus reflecting the
management of an important organizational asset.
The group has developed a practical framework that enables any
organization to assess their level of performance management
maturity. In addition, the framework provides guidance on the
most appropriate improvement techniques while taking into
consideration the organization’s readiness capability. Phase II
research has been completed with the publishing of the CAM-I
Performance Management Framework – Executive Overview
and the development of an 8 step implementation workshop,
associated assessment tools and Instructor Guidebook.
Phase III research will continue at the next meeting including
development of on-line assessment tools; survey analytics and
application of the framework for specific industries.
Chair: Jeff Lawton, Phone: (703)837-4407 or [email protected]
Chair: Derek Sandison, Phone: (905) 855-0765 or
[email protected]
8 | CAM-I Winter Meeting 2014
Environmental
Sustainability
The Environment Sustainability Interest Group (ESIG) is conducting
a market survey to understand how organizations manage their
environmental sustainability initiatives, with a particular interest
in how they utilize cost management principles, such as activity
based costing/management (ABC/M), to manage those initiatives..
This work is a follow-up to a whitepaper the interest group wrote
entitled: Measuring and Managing Environmental Sustainability:
Using Activity-Based Costing/Management (ABC/M). Through
the market survey, ESIG will work to understand:
a) The objectives of environmental sustainability (ES) programs
b) How organizations manage ES programs
c) The use of cost to manage ES programs
d) Best practices identified and utilized by the organization
e) Challenges and pitfalls identified by the organization
The ESIG has conducted interviews with a number of companies,
including several CAM-I members, and is in the process of writing
up its results.
Chair: Mark Lemon, Phone (703) 637-2949 or [email protected]
Integrated Risk and
Crisis Management
The Integrated Risk and Crisis Management (IRCM) Special Interest
Group has identified the “toggle switch,” or inflection point, that
operates between risk and crisis management. Leaders will benefit
from the tools in development to better prepare for and manage
through a crisis.
The group is working on a revised model with emphasis on the
infection point where management has to begin putting emphasis
on crisis management techniques.
Chair: Greg Wallig, Phone (703) 847-7611 or [email protected]
Upcoming
Meetings
•
February 17 - 18, 2015
London, United Kingdom
•
March 9-11, 2015
Alexandria, Virginia
•
June 8-10, 2015
Toronto, Canada
•
September 14-16, 2015
TBD
•
December 7 – 9, 2015
Austin, Texas
CAM-I Winter Meeting 2014 | 9
General Information
CPEs
NASBA
NATIONAL REGISTRY
OF CPE SPONSORS
This 3-day program qualifies for 20 credit hours.
Contact Information
For more information about this program or for any questions
regarding administrative policies such as cancellations and refunds,
please contact the CAM-I office at 512-617-6428.
Course Level: Intermediate
Prerequisite: Basic knowledge of Cost and/or Process & Performance Management. No advanced preparation is necessary
All Study is Group - Live
CAM-I is registered with the National Association of State Boards
of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of
accountancy have final authority on acceptance of individual
courses. Complaints regarding sponsors may be addressed directly
to NASBA, 150 4th Avenue N., Suite 700, Nashville, TN 37219
Dress Code
All scheduled meetings and evening events are business casual.