1. finance

Rising East Summit
Find the Path to Growth
March 11 & 12, 2015
Hyatt Regency Miami
Miami, FL
Who Will You Meet?
CFO’s popular Rising East Summit draws an audience of CFO’s and senior
Executive finance professionals looking to learn the latest perspectives on the
most vital aspects of finance today, including:
Past Attendee Demographic
Job$%tles$
3%$
CFO$
10%$
VP$
11%$
Controller$
8%$
58%$
9%$
Director$
Manager$
Other$C;Level$$
Annual&sales&volume&
$1*$9.99#mill#
17%# 8%#
10%#
24%#
$10*$49.99#mill#
22%#
$50*$99.99#mill#
$100*$499.99#mill#
12%#
$500*$999.99#mill#
$1#bill#+#
Keynote Speakers Include..
Sprint Corporation
• CFO,
• CFO, Northrop Grumman Corporation
• CFO, New York Jets
Finance, Zipcar
• VP,
• CFO, Pact
• CFO, UPS
Finance, Terex
• Director,
Tribune Publishing
• CFO,
Firehouse Subs
• CFO,
Vosges Chocolate
• CFO,
Blue Star
• CFO,
Finance Transformation, Stanley Black &
• CFO,
Decker
About The Summit
CFO Publishing has been exploring the evolving role of the
CFO, and the challenges they face for over 20 years. The
summit will utilise our knowledge and extensive networks to
bring together over 200 CFO’s and senior finance
professionals for an industry, education driven event.
To cover the broad range of responsibilities a CFO faces, this
summit will have a multi track format.
The first track - CFO Innovation - will explore how CFO’s can
drive shareholder value and business performance.
The second track - Corporate Financial Technology - will
look at how the CFO can utilize the latest technologies
Presentation Topics Include:
• Financial Leadership & Talent Development
• Preparing Finance for the Data Driven Enterprise
• Selecting & Implementing the Correct Technologies
• Business Partnering
• Corporate Venturing and International Expansion
• The Digital CFO
• Compliance and After Tax Performance
& many more...
Expected Attendee Numbers: 200+
Expected Exhibitors: 25+
Expected Speakers: 35+
The third track - Compliance and Risk Management - will
look at ensuring international compliance and managing the
changing risk landscape.
Confirmed Speaker Information
Brian Friedman
CFO
New York Jets
Brian Friedman is the Chief Financial Officer of the New York
Jets. He is responsible for all strategic and financial
planning for the Jets, daily accounting operations for the
team, financial oversight of the team’s interests in MetLife
Stadium, and all internal and external reporting to the NFL
and various other agencies. In addition he oversees
information technology and practice facility
operations. Prior to joining the Jets, Friedman was the chief
financial officer of Blissworld, LLC, the owner and operator
of Bliss spas and seller of a full line of skin care products.
Heather Crofford
CFO, Cyber Security
Northrop Grumman Corporation
Heather Crofford is director of Business Management and
CFO for Cyber Division within the Information Solutions
Business.
Technology Developments at the Jets and how
They Are Driving Business Strategies.
Brian will discuss the technological developments that have
been implemented at the New York Jets, and how they are
driving the development at the team. He will demonstrate,
how he as a CFO is helping to drive the technological
developments and Brian's presentation will lead onto a
discussion on the role of the CFO as a business partner.
Cyber Security and the Evolving Risk Landscape
Cyber Security has emerged as a prevalent threat to
businesses, and poses an enormous risk to finance teams
because of the confidentiality of the data they manage,
interpret and analyse on a daily basis. Learn how Northrop
Grumman is managing cyber security, and how you as a
CFO can help ensure your business is prepared.
Lori Bondar
CAO
Avery Dennison
Lori currently serves as Vice President, Controller and Chief
Accounting Officer at Avery Dennison Corp, a $6B global
company headquartered in Glendale, CA. She’s responsible
for SEC and Financial Reporting, Global Controllership and
SOX (including several SSC and BPO operations), and
Global Trade Compliance. Prior to joining Avery Dennison in
2008, Lori held positions including Chief Financial Officer of
Acetex Corporation, a Vancouver, B.C. based publicly
traded commodity chemicals company, divested to
Celanese Corporation in 2005; Vice President and
Controller for NOVA Chemicals’ Styrenics business
headquartered in Pittsburgh; Vice President Market Risk
Management for TransCanada Energy (energy products
trading) and Vice President Strategic Planning for
TransCanada, both headquartered in Calgary, Alberta
Vince Burchianti
CFO,
Firehouse Subs
Vincent Burchianti, Chief Financial Officer, Firehouse of
America, LLC (FOA), protects the core financial model for
Firehouse Subs, a debt free company which grossed $443
million in 2013 and opened 155 new restaurants the same
year. THe served as Vice President of Finance and
Technology for four years and was promoted to Chief
Financial Officer in 2011. Burchianti’s focus is on financial
wellness and growth, ensuring Firehouse Subs restaurant
owners maximize their return on investment.
John Toth
CFO,
ARC Document Solutions
John E.D. Toth was appointed Chief Financial Officer of ARC
Document Solutions, Inc. in July 2011. Prior to his joining the
Company, Mr. Toth was Chief Financial Officer of BellCarter Foods, Inc., a privately-held company operating in
the food manufacturing industry. And from 2006 to 2008,
Mr. Toth served as Chief Financial Officer of Fresh Express,
Inc., a subsidiary of Chiquita Brands International, Inc. Mr.
Toth began his career in investment banking where he spent
the first 14 years of his career. Mr. Toth was first with
Goldman, Sachs & Co. and then moved to J.P. Morgan’s
investment banking division where he was a Vice President. From 2001 until 2006, Mr. Toth was a Managing Partner of
Tennyson West, LLC, a boutique mergers and acquisitions
advisory firm. Mr. Toth received a Master’s Degree in
Economics, and Bachelor’s degree in Economics and
Political Science, from Stanford University.
Global Trade Management
International trade can be complex. The laws and
regulations that govern the process of exportation and
importation are commonly referred to as trade compliance. Unfortunately, there isn’t a single set of global trade rules.
In some cases, there isn’t a single set of rules within a
country and the same item can be subject to varying trade
regulations depending on which other country is
involved. At a minimum, importers and exporters are
usually required to document the nature and value of
cross-border shipments. Failure to comply may lead to
product confiscation, penalties, and imprisonment. In
order to successfully comply, many functions within the
organization must have the capabilities and capacity to
comply. This discussion will provide an overview of an
organizational and strategic approach for trade compliance
as well as an overview of the major
areas of regulatory requirements.
Is the CFO Superseding the COO?
The COO of Firehouse Subs has recently resigned. Instead
of hiring a new COO, the operational responsibilities of the
company will now be split between Vince, the CFO and the
CEO. Along with the recent departure of the COO of
McDonald's, does this mark the decline of the COO? Vince
will discuss how he is taking on operational responsibilities
at Firehouse Subs, and the benefits and costs of having
operations consolidated into other business units.
Communicating the Insights Generated from
FP&A
ARC Document Solutions has successfully integrated the
site level financial analysis that is generated by analysts
and managers with the strategic financial plans set by the
CFO and the directors. This has allowed the FP&A team to
drill right into the performance of each site and identify the
causes of site underperformance, such as bloated rent or
supplier costs. John will discuss how he communicates
these insights with non-finance professionals, and how the
FP&A team is partnering to reduce costs and drive the
performance of the business.
Craig Baldino
CFO - Finance Transformation
Stanley Black & Decker
Craig is leading a global finance transformation program,
consisting of over 50+ Finance & IT professionals to deploy
Oracle's Hyperion EPM Suite & SAP's Business Intelligence
packages across Stanley Black & Decker to enable the
transformation of our global planning & reporting
processes. Craig has developed a comprehensive strategy
to deploy Tier 1 planning & forecasting practices to Stanley's
global Finance organization and has led evaluation and
selection of global technology suite consisting of Oracle's
Hyperion EPM & SAP's BI / Business Objects toolsets.
Steven Storch
CFO
Imagem Music
Steven A. Storch is CFO of Imagem Music US. Imagem is the
world’s #1 independent music publishing company
and owns the Rodgers and Hammerstein Organization as
well as Boosey & Hawkes, the #1 Classical Music
company. Storch is a music industry veteran, starting at
CBS Records in 1987. From 2004-2008 , he was CFO of
Sony/ATV Music Publishing, (a joint venture between Sony
and the estate of Michael Jackson) which owns the Beatles
catalog. At Sony he led the acquisitions of Famous Music,
the Leiber/Stoller and Bon Jovi catalogs. During his tenure,
Sony/ATV doubled its global market share. Storch is a CPA
and received an MBA from Rutgers Business School. He is
a Certified Valuation Analyst and a guest lecturer at the
NYU Clive Davis School of Recorded Music.
Maura Echeverri
Head of Finance
Swarovski
Mauro Echeverri, CPA has worked for over 15 years with
global corporations like NCR, Tyco, Louis Vuitton and
currently at Swarovski. His major concentration is financial
management, process improvement, transformation,
consolidation and Shared Service Centers build up.
Currently, he is the Head of Operations in Finance and
Administration for Latin America at Swarovski where he
oversees the Finance and Operations activities for the
region. Prior to joining Swarovski he was the CFO &
Controller at Louis Vuitton for South America and the
Caribbean where he built a regional office and a Shared
Service Center to manage those regions. Before that he
spent 8 years at Tyco where he played large roles in
initiatives in controlling, financial planning, sales growth,
restructuring and reengineering projects.
Stanley Black & Decker’s Finance Transformation
Journey
Craig will share Stanley Black & Decker's finance
transformation journey, and how Stanley Black & Decker
is deploying Oracle's Hyperion EPM Suite & SAP's Business
Intelligence packages to enable the transformation of our
global planning & reporting processes.
From Valuation to Integration: The Evolving
Hands on Role of the CFO in Mid-Size M&A
Transactions
The role of the CFO has grown tremendously over the last
several years when it comes to mid-size M&A transactions. In an effort to keep transaction costs down and increase the
speed to completion, the CFO has taken on an increasingly
hands-on analytical and operational role. From the
valuation process, to due diligence and ultimately
integration, the responsibilities of the CFO and his or her inhouse team have expanded – often with less reliance on
third party advisors. As a CFO having been involved in
numerous transactions over the last several years, I will
discuss some of my observations on the process.
Finance Transformation and Shared Service
Center Implementation
Mauro will discuss how Swarovski is using global shared
service centers to improve the productivity and efficiency
of finance at Swarovski, and how shared services are
contributing to the overall finance transformation project.
David Piperno
Javier Ramirez
VP, Finance
Zipcar
CFO
Blue Star
David is currently the VP, Finance and Controller at Zipcar.
Prior to this role David was the Corporate Controller at Avis
Budget Group. David has also
acquired managerial experience at
AIG & Deloitte, in their M&A and
enterprise risk divisions. Javier Ramirez is the CFO for BlueStar Latin America which
is a distribution leader of technology solutions within the
AIDC, Mobility, Point of Sale, RFID, and Security industries
within the Latin American markets. Javier has extensive
experience managing revenues, costs, M&A transactions,
turn-arounds, system implementations and capital
investments for top 500 fortune companies such as Yahoo!
and Stryker; and also, he has
leaded teams at successful
privately held organizations such
as BankAtlantic, AlphaStaff, and
BlueStar.
Matt Novick
Prakash Ramachandran
CFO
PlaceIQ
CFO
Polyera Corporation
Matt is the Chief Financial Officer of PlaceIQ. He was
previously CFO of Persado and prior to that CFO and Vice
President of Sales Operations at Magnetic Media Online, a
provider of digital advertising technology. Prior to Magnetic,
Matt spent past six years in both finance and sales
operations at AOL. While at AOL, Matt held numerous
positions where he was charged with everything from
analyzing sell-through rates and CPMs, to organizing sales
expenditures and revenue. Before AOL, Matt worked as a
business consultant at IBM in the
government projects group.
Prakash is a finance professional with over 25 years
experience in USA and Asia. Prakash is currently Chief
Financial Officer (CFO) of Polyera Corporation, a company
that is developing innovative chemical materials for flexible
displays and flexible solar cells. Polyera recently closed a
$24.5 million Series C financing in which Tsing Capital and
Chengwei Capital from China were the lead investors with
participation from Solvay S.A., a leading chemicals
company in Belgium. Polyera is based in Chicago, USA and
has operations in Taiwan and China. Previously, Prakash
spent 10 years in Hong Kong in various financial roles
including 5 years as CFO of Sonex Group, where the
revenues grew from $100 million to $300 million during his
tenure by expanding into a
number of new countries in Asia
and Latin America.
Wondering What to Expect?
• CFO, Walmart eCommerce: Benefits of Integrated Finance & Strategy
• CFO, WWE: Becoming a Value Integrator, a CFO Journey
• CFO, Pebble: The Challenge of Being a CFO in a Start Up
• CFO, McDonald’s Brazil: Steering the Business Around Macro-Economic Trends
• CFO, UnitedHealthcare Kansas: Financial Controls for Successful Innovation
The Information
CFO Rising East Summit
Date:
Location:
Specific Venue:
March 11 & 12 2015
Miami, Florida
Hyatt Regency Miami, 400 Southeast 2nd Avenue, Miami, FL 33131
Registration Pricing
Silver Pass
Gold Pass
Diamond Pass
$1595
$1895
$2095
Access to all sessions.
7 days access to presentations from
the
summit via ieOnDemand
Access to all sessions, networking
events & unlimited access to
presentations from the summit via
ieOnDemand
Access to all sessions, networking
events, annual subscription to all
content on the Finance & CFO channels
via ieOnDemand
$1395
$1695
$1895
Early Bird Price
(before Jan 16)
Early Bird Price
(before Jan 16)
Early Bird Price
(before Jan 16)
1 Day Pass
On-Demand
$895
$600
Full access to the sessions to your
chosen day of the summit, 7 days
access to presentations from the summit
Unlimited access to presentations
from the summit via ieOnDemand
including presentations, interviews & the
ability to contact speakers
via ieOnDemand
7 day
online access to
event materials
Access to IE.
membership site
to view the event
materials
Group Discount Offers
3 Silver Passes:
5 Silver Passes:
3 Gold Passes:
5 Gold Passes:
3 Diamond Passes:
5 Diamond Passes:
$3300 ($1100 per attendee)
$4750 ($950 per attendee)
$4200 ($1400 per attendee)
$6250 ($1250 per attendee)
$4800 ($1600 per attendee)
$7250 ($1450 per attendee)
For 1 day passes, larger groups or special requests
contact Simi Garcha by calling +1 415 992 6362 or
email [email protected]
* Team discounts are applicable at the point of
registration only.
Ways to Register
+1 415 992 6362
+1 323 446 7673
Click Here to Register
ht TI L
Registration Form
CFO Rising East Summit
March 11 & 12, 2015 | Hyatt Regency Downtown | Miami, FL
For registration or more information on the program, please call Simi on +1 415
992 6362, or fax this registration form to +1 323 446 7673
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2. Pass Types...
Early Bird Pass Options until January 16, 2015
Group Discount Pass Options
Early Bird Silver: $1395
Attendees ____
3 Silver Passes $3300 ($1100 per attendee)
Early Bird Gold: $1695
Attendees ____
5 Silver Passes $4750 ($950 per attendee)
Early Bird Diamond: $1895
Attendees ____
3 Gold Passes $4200 ($1400 per attendee)
5 Gold Passes $6250 ($1250 per attendee)
Regular Pass Options after January 16, 2015
Silver Pass: $1595
Attendees ____
Gold Pass: $1895
Attendees ____
Diamond Pass: $2095
Attendees ____
3 Diamond Passes $4800 ($1600 per attendee)
5 Diamond Passes $7250 ($1450 per attendee)
For larger groups or special requests contact Simi Garcha by calling +1 415
992 6362 or email [email protected]
Group passes only available when all participants register together.
Pass Descriptions:
Silver Pass: Access to CFO sessions & networking events. 7 days access to ieOnDemand
Gold Pass: Access to CFO sessions, networking events & unlimited access to ieOnDemand
Diamond Pass: Access to CFO sessions, networking events, annual subscription to all content on the CFO & Finance
channels via ieOnDemand
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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 February 9, 2015 incur an administrative charge of 50%. If you cancel your registration
after February 9, 2015 you will be charged the full fee. You must notify CFO Publishing in writing of a cancellation, or you will be charged the
full fee. CFO Publishing reserve the right to make changes to the program without notice. NB: FULL PAYMENT MUST BE RECEIVED BEFORE
THE EVENT.
Schedule
March 11
Day One
Track 1: CFO Innovation
Track 2: Corp Finance Tech
Track 3: Compliance & Risk
08.30
Session 1 : Keynote Presentations 08.30 - 10.45
10.45
Coffee Break 10.45 - 11.15
11.15
Session 2 : WorkShops 11:15 - 13:10
12.00
13.00
Lunch 13.00 - 14.00
14.00
Session 4:
CFO Innovation
Session 4:
Corp Finance Tech
Session 4:
Risk Management
16.00
Coffee Break 16.00 - 16.30
16.30
Session 5:
CFO Innovation
Session 5:
Corp Finance Tech
17.30
Networking Drinks 17.30 - 19.00
19.00
Session 5:
Risk Management
Schedule
March 12
Day Two
Track 1: CFO Innovation
Track 2: Corp Finance Tech
Track 3: Compliance & Risk
08.30
Session 1 : Keynote Presentations 08.30 - 10.00
10.45
11.15
Session 2 : Workshops & Roundtable Sessions 11:35-1.10
12.00
13.00
Lunch 13.10 - 14.10
14.00
Session 5:
CFO Innovation
16.30
Session 5:
Corp Finance Tech
Departure Coffee 16.30
Session 5:
Risk Management
Sponsorship
Sponsorship packages range in price and are customizable to your goals.
Options can include:
•
•
•
•
Keynote presentation to the entire audience
Roundtable sponsorships
Workshop sponsorships or case study presentations
Event exhibit space
Sponsors Include:
Gold Sponsor
Silver Sponsor
Workshop Sponsor
Silver Sponsor
Silver Sponsor
Roundtable Sponsor
For sponsorship information contact Abigail at: [email protected]
Silver Sponsor
Workshop Sponsor
Coffee Break Sponsor
Sponsorship
Exhibitor
Exhibitor
Exhibitor
Exhibitor
For sponsorship information contact Abigail at: [email protected]
Associate Sponsor