Download the Program Guide pdf here. - Financial Executives ...

YOU CAN’T REACH YOURS
UNTIL YOU’VE BEEN TO OURS
An unparalled two-day event designed to provide
next-level leadership development
for senior-level financial executives —
hosted by FEI.

May 4, 2013
Dear FEI Members and Guests:
We welcome you to Las Vegas and FEI’s 2013 Summit Leadership Conference. Leadership being
top of mind, we have assembled thought-provoking panels and pioneering keynotes to provide
you with the tools needed to thrive within the finance profession.
This year’s program consists of general sessions, keynote speakers, and conference tracks, including
Executive Leadership and Development; Corporate Finance Strategies; and Finance and
Information Technology. These tracks provide targeted learning opportunities. You have the
flexibility to attend the session you want, and make the most of your Summit experience. We
are also pleased to present breakfast sessions that offer additional CPE credits, and an Exhibit
Hall where you can network and discover new ideas and options for your business. FEI’s Summit
Leadership Conference will provide the most up-to-date and advanced information over two
days, and includes opportunities for financial executives to network and exchange ideas on the
latest trends in effective communication, succession planning, financing options in a volatile
market, legal developments in employee healthcare, mitigating the risk associated with cloud
computing and much more.
The conference begins with Dr. Marshall Goldsmith, recognized as the number one leadership
thinker in the world at Harvard Business Review’s bi-annual Thinkers50 ceremony. Goldsmith
will explain how to implement "feed-forward", a positive, focused tool for improvement, and
understand the latest innovations in peer coaching. Day one wraps-up with an address from
the Honorable Ron Johnson, United States Senator for Wisconsin.
Day two begins with an address from Cummins Inc’s Chairman and Chief Executive Officer, Tom
Linebarger and concludes with The Language of Trust where Michael Maslansky, Chief Executive
Officer of Maslansky Luntz + Partners explores what it means to communicate in this posttrust
environment. Maslansky shares insight into new words, new phrases, and new
communication techniques to use in your organization, whether in times of crisis, in advertising
and public relations campaigns, or with investors.
The 2013 Summit Leadership Conference is made possible through the generous support of
our sponsors, exhibitors and FEI Strategic Partners; and we thank them for helping to make the
conference a productive financial leadership event.
Please feel free to seek out FEI Staff with any questions - they’ll be wearing blue shirts to help
you quickly identify them. We wish you a fantastic Summit experience, and hope you enjoy all
that Las Vegas has to offer!
Best regards,
Marsha L. Hunt, CPA Marie N. Hollein, CTP
Vice President, Corporate Controller President and Chief Executive Officer
Cummins Inc. Financial Executives International and
2012-13 FEI Chair Financial Executives Research Foundation

THANK YOU TO OUR SPONSORS & EXHIBITORS
*
ELITE SPONSOR
Adaptive Planning
ADP, Inc. (CORPORATE SPONSOR)
AFMS, LLC
APEX Analytix
arcplan
BDO USA, LLP (PLATINUM SPONSOR)
Blackline Systems
Bloomberg BNA
BMO Financial Group
Chatham Financial
Chrome River
Colonial Life
PLATINUM SPONSORS
Compliance Week
CORPORATE SPONSORS
EXHIBITORS As of 4/15/2013
Crowe Horwath LLP (ELITE SPONSOR)
Deloitte *
EASi
Ernst & Young LLP *
Euler Hermes
Expaticore
Financial Executives International
*
*
Financial Executives
Research Foundation
Funding Profiles
GCE
* Denotes FEI Strategic Partner
Global Cash Card
Grant Thornton LLP * (PLATINUM SPONSOR)
Host Analytics
Hyland Software
Infor Global Solutions (PLATINUM SPONSOR)
Institute of Management Accountants
Intacct
Kyriba Corporation
Ledgent (CORPORATE SPONSOR)
Lee & Associates
Liberty Mutual
Microsoft * (PLATINUM SPONSOR)
* Denotes FEI Strategic Partner
Planview (PLATINUM SPONSOR)
PwC * (PLATINUM SPONSOR)
Robert Half
Management Resources *
(PLATINUM SPONSOR)
SmartPros Ltd. *
Solium
UMB Bank
Vaco (PLATINUM SPONSOR)
Wdesk
Western Union
Business Solutions
Xactly
*
Financial Executives International 2012-13 BOARD OF DIRECTORS
Chair
MARSHA HUNT*
Vice President - Corporate Controller
Cummins, Inc.
Indianapolis Chapter
Vice Chair
TAYLOR HAWES*
GM, Finance Systems and Operations
Microsoft Corporation
Washington State Chapter
President and CEO
MARIE HOLLEIN*
President and CEO
Financial Executives International and
Financial Executives Research Foundation
Chicago Chapter
Treasurer
DAVID NUNES
Director of Finance for
Facilities Management
Nova Southeastern University
Southern Florida Chapter
Secretary
ROBERT SHULTZ
Hewlett-Packard Company (Retired)
Colorado Chapter
Immediate Past Chair
GEORGE BOYADJIS*
Corporate Services Director
Cresa – Minneapolis St. Paul
Twin Cities Chapter
Directors
JENNIFER BOESE
Southern Florida Chapter
MITCH DANAHER*
Deputy Controller
General Electric Company
JEFF DAVIS
Senior Vice President and Treasurer
Wal-Mart Stores, Inc.
BRUCE GOLDSTEIN
Vice President, Controller
PVH Corp.
New York City Chapter
ANN KAESERMANN
Vice President – Controller
Hilcorp Energy Company
Houston Chapter
MICHAEL MCNAMARA
Vice President Finance, Secretary and
Treasurer
Tom's Quality Millwork and Hardwoods, Inc.
Northeastern Wisconsin Chapter
WILLIAM PARMELEE
Executive Vice President and
Chief Financial Officer
Oxbow Carbon, LLC
Southern Florida Chapter
DONALD ROBILLARD
Chief Financial Officer
Hunt Consolidated Inc.
Dallas Chapter
PATRICK SHERIDAN
Chief Financial Officer
Americas and Senior Vice President
Parsons Brinckerhoff
New York City Chapter
ANN SVOBODA
Corporate Treasurer
Carestream Health, Inc.
GREGORY ULFERTS
Professor and Director,
Graduate Business Programs
University of Detroit Mercy
Detroit Chapter
DALE WALLIS
CFO and Treasurer (Retired)
The Aerospace Corporation
DeWallis.com
Los Angeles Chapter
Oklahoma Chapter
*Denotes Executive Committee member

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Marshall Goldsmith is the million-selling
author or editor of 32 books, including the
New York Times and Wall Street Journal
bestsellers, MOJO and What Got You Here Won't
Get You There — a WSJ #1 business book and
winner of the Harold Longman Award for
Business Book of the Year. His books have been
translated into 28 languages and become
bestsellers in ten countries.
Both of Ron Johnson's parents were born and
raised on farms. Their work ethic and smalltown
values were naturally passed along to
their own children. As a result, he has worked
hard all his life. As a boy, Johnson mowed
lawns, shoveled snow, delivered papers, and
caddied for a few extra bucks. At the age of 15,
he obtained his first tax-paying job as a
dishwasher in a Walgreens grill. Johnson rose
Tom Linebarger became Chairman and CEO of
Cummins Inc., the largest independent maker of
diesel engines and related products in the
world, on January 1, 2012. Prior to becoming
Chairman and CEO, he served as President and
COO from 2008 to 2011, Executive Vice President
and President, Power Generation Business from
2003 to 2008, Vice President and Chief Financial
THE HONORABLE RON JOHNSON
United States Senator for Wisconsin
through the ranks as a soda jerk, fry cook, and
finally night manager before reaching the age
of 16.
Johnson came to Washington because the
federal government is bankrupting America. He
thinks it is important for citizen legislators to
ally with those who are seriously facing that
reality. Johnson's manufacturing background
has taught him to attack the root cause of a
TOM LINEBARGER
Chairman and Chief Executive Officer | Cummins Inc.
Officer from 2000 to 2003, and Vice President,
Supply Chain Management from 1998 to 2000.
Prior to joining Cummins, Linebarger was an
investment analyst and investment manager at
Prudential Investment Corporation where he
lived in both Singapore and Hong Kong. While at
Stanford, he worked at Cummins as an intern
and spent his summer working on the
problem, not mere
symptoms. He believes
huge deficits, slow
economic activity,
high unemployment
and woefully inadequate job creation are
severe symptoms of the problem – but not the
root cause. The ever expanding size, scope and
cost of government is.
manufacturing line
at the Cummins
Midrange Engine plant
in Walesboro, Indiana.
He liked the values,
the people and the business challenges he
found at Cummins and decided to join full
time in February 1993.
MICHAEL MASLANSKY
CEO | Maslansky Luntz + Partners, Expert on Communication and Language Strategies
Michael Maslansky spends a great deal of time
thinking about why some messages stick and
others do not, and why sometimes the right word
at the right time can make all the difference in
creating successful communications. As CEO of
Maslansky Luntz + Partners, he advises Fortune
500 companies, industry associations, and
professional communicators on language
DR. MARSHALL GOLDSMITH
Recognized as the #1 leadership thinker in the world at
Harvard Business Review's bi-annual Thinkers50 ceremony
Dr. Goldsmith's Ph.D. is from UCLA's Anderson
School of Management where (in 2012) he was
recognized as the Distinguished Alumnus of the
Year. He teaches executive education at
Dartmouth's Tuck School and frequently speaks
at leading business schools. He is one of a select
few executive advisors who have been asked to
work with over 150 major CEOs and their
management teams. He served on the Board of
strategies that shift perceptions and move
markets. His book, The Language of Trust: Selling
Ideas in a World of Skeptics explores new words,
phrases, and communication techniques to
address situations where there appears to be a
"failure to communicate." His presentations
incorporate this real life experience, providing
clear and compelling advice for how to use the
the Peter Drucker
Foundation for ten
years. He has been a
volunteer teacher for
US Army Generals,
Navy Admirals, Girl Scout executives,
International and American Red Cross leaders —
where he was a National Volunteer of the Year.
right language—and
the right approach to
using it. Maslanksky's
key philosophy is that it
is not what organizations
say, but what their audience hears, and he has
incredible research on how the public interprets
words and messaging.
FEI-SUMMIT.ORG 49

“We’re bringing in BDO. The partner’s already on it.”
People who know, know BDO. SM

Friday, May 3, 2013
1:45 pm – 5:00 pm Pre-Conference Workshop: Building the
Business Case for Fraud Deterrence • Neopolitan I
Saturday, May 4
9:00 am – 5:00 pm Registration • Milano Registration
7:30 pm – 9:30 pm Opening Reception • Neptune Pool Deck
Sponsored by VACO
Sunday, May 5
8:00 am – 8:50 am BREAKFAST SESSIONS
Corporate Governance: A Panel Discussion • Neopolitan I-II
In today's dynamic business climate, it is more critical than ever
for board members to stay ahead of the issues corporations are
facing, as well as trends in the market, and for executives to
anticipate the issues important to their boards.
This session will address these current topics and insights for
both executives and board members.
MODERATOR: Lee Duran, Assurance Partner, BDO USA, LLP
PANELISTS: Patricia Bottomly, Assurance Partner, BDO USA, LLP
Lance Froelich, Senior Director, Compensation
and Benefits, BDO USA, LLP
Presented by BDO USA, LLP
Market-Proofing Your Career: Building Your Personal Brand in an
Uncertain Economy • Neopolitan III-IV
There was a time when a successful career as a financial executive
was almost completely built on hard work, progressive responsibility
and continuing education. While those are still key components—
with the increasingly globalized marketplace, an unpredictable
economic environment and the impact of social media blending
personal and corporate communications—careers are complicated
exponentially from every angle in these tumultuous times.
This session will explore how to “market proof” your career
through proven and timeless actions, describe what savvy
executives are doing to globalize their skill sets, demonstrate
how to harness the evolving advantages of social media and
explain why all of this makes us better performers and leaders
in the organizations we serve.
PRESENTER: Jerry Bostelman, Founding Partner, VACO
Presented by VACO
Data Security Trends in 2013 • Milano VIII
New data trends are projected to dramatically drive an increase in
security investments. An already large security market is expected
to grow by 56% from current levels over the next five years, while
growth in cloud security is expected to almost triple. A key reason
for this growth in security investments is regulatory compliance.
Organizations need to anticipate and plan for the coming wave of
government interventions and regulations.
In this session, join security expert Suzanne Miller, Ph.D. of
Vaco Compliance and Audit Group/Risk Solution Services as she
discusses the latest security threats and solutions, and their impact
on financial reporting.
PRESENTER: Dr. Suzanne Miller, Ph.D., Compliance and
Audit Group/ Risk Solution Services, VACO
Presented by VACO
9:00 am – 9:15 am WELCOME AND OPENING
• Milano I-III & V-VII
9:15 am – 10:15 am OPENING KEYNOTE ADDRESS
What Got You Here Won't Get You There • Milano I-III & V-VII
You’ve been successful up until now—but can you redefine
yourself for continued success in the future? By following practical
strategies from Dr. Marshall Goldsmith, one of the world's leading
executive coaches, this session will help you understand the
unique challenges faced by successful people, and learn proven,
research based tools for developing yourself and coaching others.
Goldsmith will explain how to implement “feed-forward”, a positive,
focused tool for improvement, and understand the latest innovations
in peer coaching. As long as you have the commitment, Goldsmith
has the guide for mastering change and finding more happiness
and meaning — at work and home, and with the important
people in your life.
DR. MARSHALL GOLDSMITH, Best-Selling Author and
World-Renowned Thought Leader in Leadership Development,
Executive Coaching, and Human Resources
10:15 am – 10:45 am Networking Break in Exhibit Hall • Augustus Ballroom
11:00 am – 12:15 pm CONCURRENT SESSIONS
Executive Leadership and Development • Neopolitan I-II
Presented by FEI’s Career Management Services
Sponsored by Robert Half Management Resources
Peer Mentoring: The Challenges and Opportunities • Neopolitan I-II
In this session Goldsmith will explore the key differences
between “conventional” mentoring and peer mentoring and
will highlight the increasing relevance and need for peer mentoring
in changing organization structures. He will outline the various
approaches to establishing peer mentoring relationships, whether
this is at the initiative of individuals or of the organization and will
identify some of the potential pitfalls, as well as the key benefits of
peer mentoring relationships.
PRESENTER: DR. MARSHALL GOLDSMITH, Best-Selling
Author and World-Renowned Thought Leader in Leadership
Development, Executive Coaching, and Human Resources
FEI-SUMMIT.ORG 51

Printing
and
Internet
Kiosk
Corporate Finance Strategies • Neopolitan III-IV
Presented by FEI’s Committees on Private Companies
Sponsored by PwC Private Company Services
Tax Policy Update
Over the last several years, Congress and the Obama Administration
have expressed a desire to complete comprehensive tax reform that
will enable America’s businesses to better compete in the everexpanding
global marketplace. The United States currently has an
outdated tax system with the highest corporate tax rate of the OECD
nations. With the fiscal cliff and debt ceiling discussion behind us,
what can senior financial executives expect from the current Congress
in regards to tax reform? How can senior financial executives better
influence elected officials and policy makers on the issues impacting
private companies?
MODERATOR: Dale Wallis, Chief Financial Officer and Treasurer
(Retired), AEROSPACE CORPORATION
PANELISTS: Robert Dickinson, Vice President of Tax,
COORSTEK, INC.
Andrew Prior, Director, PwC, LLP
Richard A. Roupe, Chief Financial Officer,
ZIPPO MANUFACTURING COMPANY
Finance and Information Technology • Milano VIII
Presented by FEI’s Committee on Finance & IT
Sponsored by Infor
Your Technology Strategy-Cost Center or Strategic
Business Investment?
We are operating and competing in a digital world. It's no secret
that today's business climate is simply not the same as it was even
four years ago. No one has the appetite for complex, multi-year IT
projects. Today’s successful organizations are creating an inclusive
and cohesive culture where IT is a strategic partner that influences
and shapes both strategy and direction of their organizations.
This session will explore the rapid ascension of technology to
the Boardroom in recognition of its new role in delivering strategic
advantages for today’s CFOs. Four major technology shifts: Analytics,
Mobility, Cloud and Social will be examined, and examples provided
of how these, combined with customer driven innovation, have
created completely new ways of doing business and driven
competitive advantage for these first movers.
PRESENTER: Lee Kilmer, Vice President Product Development, INFOR
12:15 pm – 2:00 pm Luncheon in Exhibit Hall • Augustus Ballroom
2:15 pm – 3:30 pm CONCURRENT SESSIONS
Executive Leadership and Development • Neopolitan I-II
Presented by FEI’s Career Management Services
Sponsored by Robert Half Management Resources
Bridging the Gap: Communicating Across Generations
More and more we’re seeing news articles, conference sessions and
business books that address the generation gap. Why the sudden
obsession with generational disconnect? The generation gap is not a
52 2013 Summit Leadership Conference | May 4–6 | Las Vegas
Located outside the Milano Ballroom,
the kiosk area is available during
conference hours.
• Browse the web
• Print Summit session presentations,
speaker bios, attendee lists by
company or name and more!
new phenomenon; rebellious baby boomers coined the term in the late
1960s. But some experts say the disparities today are deeper and more
complex, making it harder for employers and employees of various
ages to communicate. This session will identify and explore the
generational differences, help you anticipate miscommunication and
tailor your communications for maximum effect.
PRESENTER: Sarah Sladek, Founder and CEO, XYZ UNIVERSITY
Corporate Finance Strategies • Neopolitan III-IV
Presented by FEI’s Committees on Private Companies
Sponsored by PwC Private Company Services
Hot Topics and Trends in Accounting & Finance
This session will provide an overview of the hot topics in
accounting and finance and what is on the horizon. It will touch
on any recent or upcoming FASB and regulatory pronouncements
and will provide you an opportunity to pose questions about any
key areas of concern or confusion.
MODERATOR: William H. Schramm, Partner, National Professional
Services, PwC, LLP
PANELISTS: George Beckwith, Chief Financial Officer,
NATIONAL GYPSUM CORPORATION
Rick Brounstein, Managing Director,
THE EMMES GROUP
Finance and Information Technology • Milano VIII
Presented by FEI’s Committee on Finance & IT
Sponsored by Infor
2013 Annual Report: Technology Issues for Financial Executives
Focusing on specific information technology issues, priorities
and plans for financial officers, the results of the 14th Annual joint
CFIT/FERF research report conducted by Gartner will be shared by
the report’s authors. An open, round-table discussion will follow
where attendees may pose questions directly to the authors.
PRESENTERS: Bill Overell, President, OVERELL SOLUTIONS
John E. Van Decker, Vice President Research,
GARTNER INC.
3:30 pm – 4:00 pm Networking Break in Exhibit Hall • Augustus Ballroom
4:00 pm – 5:00 pm GENERAL SESSION • Milano I-III & V-VII
HON. RON JOHNSON United States Senator for Wisconsin
5:00 pm – 7:00 pm Evening Networking Reception • Augustus Ballroom
Sponsored by ADP, INC.

Monday, May 6
7:30 am – 8:20 am BREAKFAST SESSIONS
From Data to Insight • Neopolitan III-IV
The amount of data has increased exponentially in the last
few years making BIG data one of the key challenges and area of
opportunity for all businesses. As trusted advisors to our business
leaders, Finance faces significant challenges in converting all this data
into what our leaders want: Insight & Information.
In this session, we will show practical examples where we went
from hundreds of slides to one slide and show you how Microsoft
Finance is tackling these challenges with real internal examples. Most
of the session will be focused on showing the very simple steps we
took with Excel going from a table with raw data to a dynamic selfservice
slide.
PRESENTERS: Marc Reguera, Finance Director,
MICROSOFT CORPORATION
Daniel Siberg, Senior Program Manager,
MICROSOFT CORPORATION
Presented by MICROSOFT
Long Range Planning Process: How Does Your Company Compare to
Best Practices? • Neopolitan I-II
In February of 2013, Planview commissioned the Long Range
Planning Benchmark Study. This study, conducted by FERF with
Ventana Research, identified critical pain points and technological
best practices for FP&A professionals charged with recognizing and
executing long-term and initiative expenditures.
This session is designed to highlight common challenges and pair
them with applicable solutions derived from interviews with best-inclass
firms. You will leave with a familiarity of best-practices and a
checklist of technology features you should expect from a software
solution to streamline your long range planning process.
PRESENTER: Robert Kugel, Senior Vice President and Research
Director-Business Development, VENTANA RESEARCH
Presented by PLANVIEW
Harnessing the Potential of New Technologies for Growth • Milano VIII
Technology is constantly changing. With each emerging technology,
you must decide if it is a disruption to your business or an opportunity
to bring innovation that adds real value to your organization. In this
session, Grant Thornton will explore the potential of these technologies
to drive business growth including better connectivity with customers
and suppliers.
PRESENTER: Paul Kanneman, National Managing Principal,
Business Advisory Services, GRANT THORNTON
Presented by GRANT THORNTON
8:30 am – 8:45 am OPENING REMARKS • Milano I-III & V-VII
8:45 am – 9:40 am MORNING KEYNOTE • Milano I-III & V-VII
TOM LINEBARGER, Chairman and CEO, Cummins Inc.
9:45 am – 10:15 am Networking Break in the Exhibit Hall • Augustus Ballroom
10:15 am – 11:30 am CONCURRENT SESSIONS
Executive Leadership and Development • Neopolitan I-II
Presented by FEI’s Career Management Services
Sponsored by Robert Half Management Resources
Sounding the Death Knell for Soft Skills
The perception of non-technical skills as “soft” or “nice to have” is
long gone. Leading CFOs now view these attributes as essential
elements for success and indicators of employees’ future potential
with the organization. This session will explore the non-technical
skills CFOs are prioritizing within the finance function, both for
themselves and their employees. The presenters will share best
practices for identifying these attributes in the recruiting process;
reinforcing their importance through training/development; and
underscoring accountability via performance reviews and rewards.
PRESENTERS: Paul McDonald, Senior Executive Director,
ROBERT HALF INTERNATIONAL
Anup Singh, Chief Financial Officer,
NIMBLE STORAGE, INC.
Corporate Finance Strategies • Neopolitan III-IV
Presented by FEI’s Committees on Private Companies
Sponsored by PwC Private Company Services
PPACA and the New Health Care Landscape: Are You Ready for 2014?
One element of certainty that came out of Washington in 2012
was that the Patient Protection and Affordable Care Act (PPACA)
appears to be here to stay, since the Supreme Court essentially
upheld the law and President Obama was reelected for a second
term as president. Although the healthcare exchanges and the pay
or play penalties will not go into effect until 2014, employers must be
planning and adapting now to be ready for the new requirements.
This panel will explore the major PPACA changes and costs to
employers, and discuss avenues companies are currently taking to
adjust to the new health coverage landscape.
MODERATOR: Sandy Ageloff, Southwest Health & Group
Benefits Leader, TOWERS WATSON
PANELISTS: Mark Brinkerhoff, VP, Finance,
ULTRADENT PRODUCTS, INC.
Joe Dildy, Senior Director, Benefits & Wellness,
AMN HEALTHCARE SERVICES, INC.
Finance and Information Technology • Milano VIII
Presented by FEI’s Committee on Finance & IT
Sponsored by Infor
The Big Promise of Big Data: What You Need To Know Today
In the never-ending quest for a competitive advantage,
organizations are looking for insights from both enterprise
and market data to uncover trends and statistics to help decide
on their next move. This ever increasing pool of data, along with
associated tools, platforms, and analytics, are often referred to as
“big data,” a term that is gaining popularity due to realized benefits.
FEI-SUMMIT.ORG 53

This session will define and explain how big data is being
implemented today and explore how organizations can cost
effectively realize net benefits/insights from ‘big data’ and
retain/realize competitive advantage/insights.
MODERATOR: Mike Willis, Partner, PwC, LLP
PANELISTS: Richard Clayton, Vice President, Marketing BI &
EPM, ORACLE
Patrick Taylor, Chief Executive Officer & President,
OVERSIGHT SYSTEMS, INC.
Mark White, Principal, CTO,
DELOITTE CONSULTING, LLP
11:30 am – 1:00 pm Luncheon in the Exhibit Hall • Augustus Ballroom
1:15 pm – 2:30 pm CONCURRENT SESSIONS
Executive Leadership and Development • Neopolitan I-II
Presented by FEI’s Career Management Services
Sponsored by Robert Half Management Resources
Achieving Success in Difficult Conversations
Interests, Rights & Power are the three domains in which we
solve problems. An effective conflict management strategy is to
apply the correct sequencing of these three approaches and to
appreciate how each impacts on the other.
This session will introduce executives to this concept and help
them to use the ICA Planning Tool to prepare for and conduct
their negotiations more effectively. The ICA Planner also provides
an excellent framework for executives to use in mentoring and
coaching their direct reports to become better at problem solving
with colleagues, such that they become more self-reliant and
confident in problem solving.
PRESENTER: Richard A. Russell, Partner,
AGREE DISPUTE RESOLUTION
Corporate Finance Strategies • Neopolitan III-IV
Presented by FEI’s Committees on Private Companies
Sponsored by PwC Private Company Services
Transforming Treasury - Defining World Class Standards
With challenges driven by business expansion, turmoil in the
financial markets and increasing scope of daily responsibilities,
demands on the Treasury function are greater than ever.
This session will explore options for designing a strategic
Treasury and driving organizational value through the
implementation of leading practices in the areas of cash and
liquidity management, governance and structure, financial risk
management, bank administration and Treasury technology.
MODERATOR: James E. Holtgrieve, Director, Corporate Treasury
Solutions, PwC LLP
PANELISTS: Jim Farrell, Chief Financial Officer,
ADVANTAGE INTEGRATION TECHNOLOGY
Donna German, Vice President, Treasurer & Chief
Risk Officer, HUNT CONSOLIDATED, INC.
54 2013 Summit Leadership Conference | May 4–6 | Las Vegas
Finance and Information Technology • Milano VIII
Presented by FEI’s Committee on Finance & IT
Sponsored by Infor
Demystifying Cyber Security: A Practical Guide
It is difficult to compete in digital age without a strong online
presence. Therefore it is imperative that any organization that
holds or processes data online have an effective cyber security
strategy, or they face significant impact to their brand image,
customer loyalty and even fines. However, the prospect of
making sure that your business is operating safely online can
be daunting to anyone, especially for non-security professionals.
This session will provide a moderated Q & A session with a group
of security professionals where these experts give direct feedback
on key issues in dealing with cyber security today.
MODERATOR: Philip Roush, Vice President, Governance,
Risk and Controls, CISCO SYSTEMS
PANELISTS: Chris Hildenbrand, General Manager —
Governance, Risk and Compliance,
MICROSOFT CORPORATION
W. Joseph Majka, Cyber Security & Investigations,
VISA, INC.
Denby Starling, Vice President, Deputy Program
Manager, Navy-Marine Corps Programs,
HEWLETT PACKARD COMPANY
Kevin Walker, Vice President and Assistant CISO,
WAL-MART STORES, INC.
2:45 pm – 3:45 pm CLOSING GENERAL SESSION
The Language of Trust • Milano I-III & V-VII
Selling ideas to a skeptical public is one of the major challenges
companies face today. Based on more than a decade’s worth of
research into how consumers and the public respond emotionally
to communication, Michael Maslansky explores what it means to
communicate in this post-trust environment. He shares insight
into new words, new phrases, and new communication techniques
to use in your organization, whether in times of crisis, in advertising
and public relations campaigns, or with investors. Each presentation
offers highly usable takeaway and ideas, including principles to
make your message believable, rules of engagement for overcoming
difference, and phrases to ban from your vocabulary.
MICHAEL MASLANSKY, Chief Executive Officer, Maslansky
Luntz + Partners
3:45 pm Closing Remarks • Milano I-III & V-VII
AGENDA SUBJECT TO CHANGE.

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competitive advantage of senior staff time, short decisionmaking
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SUMMIT LEADERSHIP CONFERENCE
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The exhibit hall is located in the
Augustus Ballroom and will be open
for the functions listed below.
Sunday, May 5
10:15 am – 10:45 am
Networking Break
12:15 pm – 2:00 pm
Luncheon
3:30 pm – 4:00 pm
Networking Break
5:00 pm – 7:00 pm
Evening Networking Reception
Sponsored by ADP, Inc.
Monday, May 6
9:45 am – 10:15 am
Networking Break
11:30 am – 1:00 pm
Luncheon
PROMENADE LEVEL
Registration
MILANO BALLROOM
REGISTRATION
Breakfast & Concurrent
Sessions
MILANO BALLROOM
SALON VIII
NEOPOLITAN BALLROOM
SALONS I-II
NEOPOLITAN BALLROOM
SALONS III-IV
General Sessions
MILANO BALLROOM
SALONS I-III & V-VII
EMPERORS LEVEL
Exhibit Hall
AUGUSTUS BALLROOM
FEI-SUMMIT.ORG 57

We start by
listening
Knowing where to start the conversation in helping to
address complex issues comes from experience and discipline
of thought. There is a process to everything we do and it starts
with listening and asking questions to learn more.
Helping your company succeed matters to you, and to us.
That’s why PwC’s Private Company Services has professionals
dedicated to serving private companies and their owners.
We work with you to help address both day-to-day issues and
We are proud to serve as advisors to more than 60% of
America’s Largest Private Companies.*
www.pwc.com
* Forbes 2012 List of Largest Private Companies
© 2013 PricewaterhouseCoopers LLP, a Delaware limited liability partnership. All rights reserved. PwC refers to the United States member fi rm, and
may sometimes refer to the PwC network. Each member fi rm is a separate legal entity. Please see www.pwc.com/structure for further details.

PLATINUM SPONSORS
BDO USA, LLP BOOTH # 508 & 510
BDO is the brand name for BDO USA, LLP, a U.S. professional services firm providing
assurance, tax, financial advisory and consulting services to a wide range of publicly traded
and privately held companies. For more than 100 years, BDO has provided quality service
through the active involvement of experienced and committed professionals. The firm serves
clients through more than 40 offices and more than 400 independent alliance firm locations
nationwide. As an independent Member Firm of BDO International Limited, BDO serves
multinational clients through a global network of 1,204 offices in 138 countries.
BDO USA, LLP, a Delaware limited liability partnership, is the U.S. member of BDO
International Limited, a UK company limited by guarantee, and forms part of the international
BDO network of independent member firms. BDO is the brand name for the BDO network and
for each of the BDO Member Firms.
www.bdo.com
Grant Thornton LLP* BOOTH # 401
At Grant Thornton we understand the many challenges that dynamic organizations like
yours are up against. We bring a real, competitive advantage of senior staff time, short
decision-making chains and sound processes that our clients truly value. To help unlock your
potential for growth, visit GrantThornton.com.
Grant Thornton LLP is the U.S. member firm of Grant Thornton International Ltd. Grant
Thornton International Ltd and its member firms are not a worldwide partnership, as each
member firm is a separate and distinct legal entity.
www.grantthornton.com
Infor Global Solutions BOOTH # 500
Infor is the world’s third-largest supplier of enterprise applications and services, helping
more than 70,000 large and mid-size companies improve operations and drive growth across
numerous industry sectors.
Get the innovative, forward-thinking technology you need to compete in a dynamic and
volatile environment with Infor's Office of the CFO solutions. From core financial and enterprise
performance management solutions that let you drive your business to governance, risk, and
compliance and expense management systems that let you protect and control it, these
mobile, globally-enabled, collaborative, and highly adaptable solutions help you accelerate
growth while keeping cost and risk under control.
www.infor.com
Microsoft* BOOTH # 111
Microsoft Dynamics ERP business solution software empowers your people to be more
productive and enables your systems to adapt as you grow while delivering the insight you
need to respond quickly in an ever-changing world.
• Go beyond basic accounting with improved financials and operations.
• Get up and running quickly with out-of-the-box functionality.
• Grow your business with less impact to your payroll and IT budgets.
• Meet specific vertical industry needs without costly development.
About SMB Suite: SMB Suite (www.smbsuite.com) is a Cloud Services Platform providing a
fully-integrated Microsoft Financial Accounting (ERP), HR & Payroll, CRM & eCommerce
subscription for small to mid-sized businesses.
• Easy to implement & integrate through our Cloud Automation & Provisioning
• Built for the Small to Mid-sized business, offering an Affordable & Predictable Monthly
Subscription
• 2013 Microsoft ERP SMB Partner of the Year
www.microsoft.com
Planview BOOTH # 503
Advance corporate financial planning and strengthen the planning process with Planview
Enterprise for Corporate Financial Planning. Automate the long-range planning process and
connect planning with budgeting and forecasting so that you choose the right investments for
your company, understand their financial implications, and validate return on investment. The
solution enables you to implement a mature, consistent and rigorous approach to investment
planning and provides the reporting needed to make better business decisions.
www.planview.com/finance
PwC* BOOTH # 301
Moving beyond tomorrow’s uncertainty and growing your business matters to you, and to
us. Experience what it is like to work with professionals dedicated to serving private
companies and their owners. Working with you on both day-to-day and more-complex issues
such as compliance, controls, cash flow, expansion, succession, and personal financial matters
- this is PwC’s Private Company Services.
You talk, we listen and share insight. We are proud to serve as advisors to more than 60%
of America’s Largest Private Companies, collaborating to help you achieve long-term success.
www.pwc.com/pcs
Robert Half Management Resources* BOOTH # 109
Robert Half Management Resources is one of the world’s largest providers of senior-level
financial professionals on a project and interim basis for project resource solutions and staffing
services. Through our parent company, Robert Half, we have been matching highly skilled
professionals with companies of all sizes for more than 60 years. With more than 150 locations
worldwide, and a global network of highly skilled professionals, Robert Half Management
Resources is committed to meeting your project consulting needs.
www.roberthalfmr.com
Vaco BOOTH # 505
Vaco is revolutionary in the executive consulting, recruiting and placement industry,
offering legendary service to clients, consultants and candidates.
Vaco has 26 offices across the nation, providing a local, boutique approach to service,
backed by a nationally-scaled reach.
Vaco specializes in consulting and recruiting in the areas of finance, accounting,
technology, healthcare, operations, risk management and general administration.
Nashville, Tennessee-based Vaco, from its de novo start, is now celebrating 10+ years of
service, and has been ranked annually by Inc. magazine as one of the fastest-growing private
companies in the United States for the last six consecutive years.
www.vaco.com
ELITE SPONSOR
Crowe Horwath LLP BOOTH # 600
Crowe Horwath LLP is one of the largest public accounting and consulting firms in the
United States. Under its core purpose of “Building Value with Values®,” Crowe uses its deep
industry expertise to provide audit services to public and private entities, while also helping
clients reach their goals with tax, advisory, risk and performance services. With offices coast to
coast and 2,600 personnel, Crowe is recognized by many organizations as one of the country's
best places to work. Crowe serves clients worldwide as an independent member of Crowe
Horwath International, one of the largest global accounting networks in the world, consisting
of more than 150 independent accounting and advisory services firms in more than 100
countries around the world.
www.crowehorwath.com
FEI-SUMMIT.ORG 61

CORPORATE SPONSORS
ADP Inc. BOOTH # 119
ADP SmartCompliance is a cloud-based platform of outsourced services that works with
leading payroll, HR and financial systems and helps you maintain compliance, mitigate
risk, improve efficiencies and drive growth. Its integrated capabilities can handle your
employment tax, tax credits, wage payments, employment verification, unemployment
claims, W2 management and wage garnishments. Your information is organized in one place
to be concise and actionable. With ADP SmartCompliance, you can comprehensively support
your daily compliance and efficiency objectives, and perhaps go a step further to increase
your contribution to strategic business growth.
www.adp.com
Ledgent BOOTH # 211
Ledgent is a full-service accounting and finance staffing firm providing temporary,
temporary-to-hire and executive search services. We fulfill our customers' diverse needs by
providing a wide range of professional staffing support. Specialists in the placement of CFO,
financial analyst and senior accountant positions, we also provide staffing for your accounting
operations groups. Our company Purpose is “To make life better for the people we serve®.”
Learn more about how we do that atwww.ledgent.com. Ledgent is a business line of Roth
Staffing Companies, L.P., the only staffing company to be ranked #1 on the Inc. 500 list of
fastest-growing, privately-owned companies.
www.ledgent.com
EXHIBITORS
Adaptive Planning BOOTH # 310
Adaptive Planning is the worldwide leader in cloud-based corporate performance
management (CPM) and business intelligence (BI) solutions for companies and nonprofits
of all sizes. The company’s software as a service (SaaS) platform allows finance and
management teams to work together to plan, monitor, report on, and analyze financial
and operational performance. With capabilities for budgeting, forecasting, reporting,
consolidation, dashboards, and business intelligence, Adaptive Planning enables finance,
sales, and other business leaders to make better, faster, more collaborative decisions that
drive a true competitive advantage.
www.adaptiveplanning.com
AFMS, LLC BOOTH # 203
As one of the world’s leading logistics consulting firms, AFMS has helped over 2000
companies improve logistics costs.
• Help Negotiate “Best in Class” Contracts
• Over 20 years negotiating and auditing global transportation contracts
• All our Senior Directors have been executives in Europe and North America
• UPS, TNT, FedEx, DHL, and/or Freight Forwarders.
• Carrier Invoice Auditing
• Audit for billing errors, overcharges, and contract compliance
• Audit for double billed shipments or manifested but not shipped
• File for guaranteed service refunds
• AFMS dashboard provides reporting and G/L coding
• Fraud detection and management reporting
www.afms.com
APEX Analytix BOOTH # 307
APEX Analytix helps the world’s largest organizations maximize their profitability and
safeguard disbursements globally. Our innovative people, processes and technology have
transformed the audit recovery industry – led by FirstStrike®, our family of standards-based
62 2013 Summit Leadership Conference | May 4–6 | Las Vegas
software. Not only do we help our clients recover money, but we help you think differently
about new recovery techniques and prevent mistakes in the future. Our FirstStrike technology
improves the procure-to-pay process by analyzing and preventing overpayments and fraud,
correcting the root cause of errors, increasing discounts taken and leveraging spend to lower
costs. APEX Analytix is a leading provider of recovery audit and risk analysis services for the
manufacturing, retail, government, services, healthcare and insurance sectors, where we help
firms protect trillions of disbursements each year.
www.apexanalytix.com
arcplan BOOTH # 402
arcplan is a leader in innovative Business Intelligence, Dashboard, Corporate
Performance and Planning software solutions for desktop and mobile use. Since 1993,
arcplan has enabled more than 3,200 customers worldwide to leverage their existing
infrastructure
for better decision making.
From enterprise-level budgeting and planning applications to departmental reports and
dashboards, arcplan simply works. We're known for short implementation times, quick learning
curves, and affordable BI and planning solutions for finance teams at businesses large and small.
www.arcplan.com
Blackline Systems BOOTH # 311
Ninety percent of Fortune 1,000 companies still close their books manually using Excel. The
BlackLine Financial Close Software Suite automates the entire financial close process to help
improve controls for accounting and compliance staff in mid-size to large companies. Delivered
via a SaaS/OnDemand platform, BlackLine complements GRC and ERP systems, eliminating
Excel from what has been a laborious, error-prone, manual process.
www.blackline.com
Bloomberg BNA BOOTH # 113
Bloomberg BNA, a wholly owned subsidiary of Bloomberg, is a leading source of tax and
accounting information. New Financial Accounting Resource Center offers full-text accounting
standards, practice tools, expert analysis, and news.
www.bna.com
BMO Financial Group BOOTH # 306
BMO Financial Group is a highly diversified financial services and top ten commercial card
provider in North America. BMO payment and treasury products are widely used by
corporations and public sector organizations to manage and control their commercial
spending. We help organizations manage cash flow more efficiently with a full range of
payment solutions — from commercial card products including purchasing, travel &
entertainment, fleet and all-in-one cards, to electronic payment options such as ACH and
DEFT. Our clients benefit from advanced online reporting tools and the global acceptance of
the MasterCard®* network.
www.bmo.com/spendandpayment
Chatham Financial BOOTH # 205
Chatham Financial is an independent advisory services and technology firm specializing in
hedge accounting, interest rate, FX and commodity risk management. Chatham’s expertise
combined with our proven technology empowers clients to strategically direct risk
management programs to fit their needs.
Founded in 1991, Chatham serves over 1,000 companies annually, with our practitioners
bringing deep derivatives and complex regulatory knowledge to our clients. Our global team
of risk management professionals, CPAs, quantitative analysts and software developers
provide clients with the tools and confidence required to successfully manage risk.
www.chathamfinancial.com

TAX
Accounting Audits
XBRL
Collaboration
Leadership Connections
8
3
4
8
Finance
Leadership
6 8 3
7 2 5
4
1
4
Negotiation
Growth
ERPGlobal
Regulations
IFRS
Adviser GAAP
4
4
2
7
82
1
3
Customer service
Management
4
7
To attract the financial talent you want,
get the salary data you need.
6
6
#
+
2
9
4
6
3
Business acumen
+
Adviser
General ledger
Connections Accounting
Management
26
4
Pivot tables
Reconciliations
Compliance
X Technology
ls Negotiation
1
8
5
Adapt
9
1
4
9
7
6
5#
Relationships
4
Ethics
Connections
Audits
Compliance
ded Global
Spreadsheets
Year-end
Audits
8
7
eets
2
Guidance
Strategy
Well-rounded
3
7
+
Collaboration
Technology
Relationships
Negotiation
XBRL
Soft skillsRegulations
7
2
3
2
7
Strategy
Accounting
4
+
Soft skills
7
Communication
sion making
Adviser
Management
Expert
Pivot tables
5
7
8
2
Connections
Adviser
Business acumen
Relationships
Connections
Accounting
4 x 5
7 3 6
3
2
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#
#
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XBRL
TAX
Download your 2013 Salary Guide today
at RobertHalf.com/SalaryCenter, call
1.800.803.8367 or pick one up at Booth #109.
Technology
Soft skills
7
Global
Negotiation
5
46
3
+
+
Communication
XBRL
Adviser
9
3
Customer service
Strategy
6
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3
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5
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Strategy Technology
Ethics Global
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ment
ip Strategy
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9
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7
1
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#
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© 2013 Robert Half. An Equal Opportunity Employer. 0912-9012

The exhibit hall is located in the
Augustus Ballroom and will be open
for the functions listed below.
Sunday, May 5
10:15 am – 10:45 am
Networking Break
12:15 pm – 2:00 pm
Luncheon
3:30 pm – 4:00 pm
Networking Break
5:00 pm – 7:00 pm
Evening Networking Reception
Sponsored by ADP, Inc.
Monday, May 6
9:45 am – 10:15 am
Networking Break
11:30 am – 1:00 pm
Luncheon
PROMENADE LEVEL
Registration
MILANO BALLROOM
REGISTRATION
Breakfast & Concurrent
Sessions
MILANO BALLROOM
SALON VIII
NEOPOLITAN BALLROOM
SALONS I-II
NEOPOLITAN BALLROOM
SALONS III-IV
General Sessions
MILANO BALLROOM
SALONS I-III & V-VII
EMPERORS LEVEL
Exhibit Hall
AUGUSTUS BALLROOM
FEI-SUMMIT.ORG 57

We start by
listening
Knowing where to start the conversation in helping to
address complex issues comes from experience and discipline
of thought. There is a process to everything we do and it starts
with listening and asking questions to learn more.
Helping your company succeed matters to you, and to us.
That’s why PwC’s Private Company Services has professionals
dedicated to serving private companies and their owners.
We work with you to help address both day-to-day issues and
We are proud to serve as advisors to more than 60% of
America’s Largest Private Companies.*
www.pwc.com
* Forbes 2012 List of Largest Private Companies
© 2013 PricewaterhouseCoopers LLP, a Delaware limited liability partnership. All rights reserved. PwC refers to the United States member fi rm, and
may sometimes refer to the PwC network. Each member fi rm is a separate legal entity. Please see www.pwc.com/structure for further details.

PLATINUM SPONSORS
BDO USA, LLP BOOTH # 508 & 510
BDO is the brand name for BDO USA, LLP, a U.S. professional services firm providing
assurance, tax, financial advisory and consulting services to a wide range of publicly traded
and privately held companies. For more than 100 years, BDO has provided quality service
through the active involvement of experienced and committed professionals. The firm serves
clients through more than 40 offices and more than 400 independent alliance firm locations
nationwide. As an independent Member Firm of BDO International Limited, BDO serves
multinational clients through a global network of 1,204 offices in 138 countries.
BDO USA, LLP, a Delaware limited liability partnership, is the U.S. member of BDO
International Limited, a UK company limited by guarantee, and forms part of the international
BDO network of independent member firms. BDO is the brand name for the BDO network and
for each of the BDO Member Firms.
www.bdo.com
Grant Thornton LLP* BOOTH # 401
At Grant Thornton we understand the many challenges that dynamic organizations like
yours are up against. We bring a real, competitive advantage of senior staff time, short
decision-making chains and sound processes that our clients truly value. To help unlock your
potential for growth, visit GrantThornton.com.
Grant Thornton LLP is the U.S. member firm of Grant Thornton International Ltd. Grant
Thornton International Ltd and its member firms are not a worldwide partnership, as each
member firm is a separate and distinct legal entity.
www.grantthornton.com
Infor Global Solutions BOOTH # 500
Infor is the world’s third-largest supplier of enterprise applications and services, helping
more than 70,000 large and mid-size companies improve operations and drive growth across
numerous industry sectors.
Get the innovative, forward-thinking technology you need to compete in a dynamic and
volatile environment with Infor's Office of the CFO solutions. From core financial and enterprise
performance management solutions that let you drive your business to governance, risk, and
compliance and expense management systems that let you protect and control it, these
mobile, globally-enabled, collaborative, and highly adaptable solutions help you accelerate
growth while keeping cost and risk under control.
www.infor.com
Microsoft* BOOTH # 111
Microsoft Dynamics ERP business solution software empowers your people to be more
productive and enables your systems to adapt as you grow while delivering the insight you
need to respond quickly in an ever-changing world.
• Go beyond basic accounting with improved financials and operations.
• Get up and running quickly with out-of-the-box functionality.
• Grow your business with less impact to your payroll and IT budgets.
• Meet specific vertical industry needs without costly development.
About SMB Suite: SMB Suite (www.smbsuite.com) is a Cloud Services Platform providing a
fully-integrated Microsoft Financial Accounting (ERP), HR & Payroll, CRM & eCommerce
subscription for small to mid-sized businesses.
• Easy to implement & integrate through our Cloud Automation & Provisioning
• Built for the Small to Mid-sized business, offering an Affordable & Predictable Monthly
Subscription
• 2013 Microsoft ERP SMB Partner of the Year
www.microsoft.com
Planview BOOTH # 503
Advance corporate financial planning and strengthen the planning process with Planview
Enterprise for Corporate Financial Planning. Automate the long-range planning process and
connect planning with budgeting and forecasting so that you choose the right investments for
your company, understand their financial implications, and validate return on investment. The
solution enables you to implement a mature, consistent and rigorous approach to investment
planning and provides the reporting needed to make better business decisions.
www.planview.com/finance
PwC* BOOTH # 301
Moving beyond tomorrow’s uncertainty and growing your business matters to you, and to
us. Experience what it is like to work with professionals dedicated to serving private
companies and their owners. Working with you on both day-to-day and more-complex issues
such as compliance, controls, cash flow, expansion, succession, and personal financial matters
- this is PwC’s Private Company Services.
You talk, we listen and share insight. We are proud to serve as advisors to more than 60%
of America’s Largest Private Companies, collaborating to help you achieve long-term success.
www.pwc.com/pcs
Robert Half Management Resources* BOOTH # 109
Robert Half Management Resources is one of the world’s largest providers of senior-level
financial professionals on a project and interim basis for project resource solutions and staffing
services. Through our parent company, Robert Half, we have been matching highly skilled
professionals with companies of all sizes for more than 60 years. With more than 150 locations
worldwide, and a global network of highly skilled professionals, Robert Half Management
Resources is committed to meeting your project consulting needs.
www.roberthalfmr.com
Vaco BOOTH # 505
Vaco is revolutionary in the executive consulting, recruiting and placement industry,
offering legendary service to clients, consultants and candidates.
Vaco has 26 offices across the nation, providing a local, boutique approach to service,
backed by a nationally-scaled reach.
Vaco specializes in consulting and recruiting in the areas of finance, accounting,
technology, healthcare, operations, risk management and general administration.
Nashville, Tennessee-based Vaco, from its de novo start, is now celebrating 10+ years of
service, and has been ranked annually by Inc. magazine as one of the fastest-growing private
companies in the United States for the last six consecutive years.
www.vaco.com
ELITE SPONSOR
Crowe Horwath LLP BOOTH # 600
Crowe Horwath LLP is one of the largest public accounting and consulting firms in the
United States. Under its core purpose of “Building Value with Values®,” Crowe uses its deep
industry expertise to provide audit services to public and private entities, while also helping
clients reach their goals with tax, advisory, risk and performance services. With offices coast to
coast and 2,600 personnel, Crowe is recognized by many organizations as one of the country's
best places to work. Crowe serves clients worldwide as an independent member of Crowe
Horwath International, one of the largest global accounting networks in the world, consisting
of more than 150 independent accounting and advisory services firms in more than 100
countries around the world.
www.crowehorwath.com
FEI-SUMMIT.ORG 61

CORPORATE SPONSORS
ADP Inc. BOOTH # 119
ADP SmartCompliance is a cloud-based platform of outsourced services that works with
leading payroll, HR and financial systems and helps you maintain compliance, mitigate
risk, improve efficiencies and drive growth. Its integrated capabilities can handle your
employment tax, tax credits, wage payments, employment verification, unemployment
claims, W2 management and wage garnishments. Your information is organized in one place
to be concise and actionable. With ADP SmartCompliance, you can comprehensively support
your daily compliance and efficiency objectives, and perhaps go a step further to increase
your contribution to strategic business growth.
www.adp.com
Ledgent BOOTH # 211
Ledgent is a full-service accounting and finance staffing firm providing temporary,
temporary-to-hire and executive search services. We fulfill our customers' diverse needs by
providing a wide range of professional staffing support. Specialists in the placement of CFO,
financial analyst and senior accountant positions, we also provide staffing for your accounting
operations groups. Our company Purpose is “To make life better for the people we serve®.”
Learn more about how we do that atwww.ledgent.com. Ledgent is a business line of Roth
Staffing Companies, L.P., the only staffing company to be ranked #1 on the Inc. 500 list of
fastest-growing, privately-owned companies.
www.ledgent.com
EXHIBITORS
Adaptive Planning BOOTH # 310
Adaptive Planning is the worldwide leader in cloud-based corporate performance
management (CPM) and business intelligence (BI) solutions for companies and nonprofits
of all sizes. The company’s software as a service (SaaS) platform allows finance and
management teams to work together to plan, monitor, report on, and analyze financial
and operational performance. With capabilities for budgeting, forecasting, reporting,
consolidation, dashboards, and business intelligence, Adaptive Planning enables finance,
sales, and other business leaders to make better, faster, more collaborative decisions that
drive a true competitive advantage.
www.adaptiveplanning.com
AFMS, LLC BOOTH # 203
As one of the world’s leading logistics consulting firms, AFMS has helped over 2000
companies improve logistics costs.
• Help Negotiate “Best in Class” Contracts
• Over 20 years negotiating and auditing global transportation contracts
• All our Senior Directors have been executives in Europe and North America
• UPS, TNT, FedEx, DHL, and/or Freight Forwarders.
• Carrier Invoice Auditing
• Audit for billing errors, overcharges, and contract compliance
• Audit for double billed shipments or manifested but not shipped
• File for guaranteed service refunds
• AFMS dashboard provides reporting and G/L coding
• Fraud detection and management reporting
www.afms.com
APEX Analytix BOOTH # 307
APEX Analytix helps the world’s largest organizations maximize their profitability and
safeguard disbursements globally. Our innovative people, processes and technology have
transformed the audit recovery industry – led by FirstStrike®, our family of standards-based
62 2013 Summit Leadership Conference | May 4–6 | Las Vegas
software. Not only do we help our clients recover money, but we help you think differently
about new recovery techniques and prevent mistakes in the future. Our FirstStrike technology
improves the procure-to-pay process by analyzing and preventing overpayments and fraud,
correcting the root cause of errors, increasing discounts taken and leveraging spend to lower
costs. APEX Analytix is a leading provider of recovery audit and risk analysis services for the
manufacturing, retail, government, services, healthcare and insurance sectors, where we help
firms protect trillions of disbursements each year.
www.apexanalytix.com
arcplan BOOTH # 402
arcplan is a leader in innovative Business Intelligence, Dashboard, Corporate
Performance and Planning software solutions for desktop and mobile use. Since 1993,
arcplan has enabled more than 3,200 customers worldwide to leverage their existing
infrastructure
for better decision making.
From enterprise-level budgeting and planning applications to departmental reports and
dashboards, arcplan simply works. We're known for short implementation times, quick learning
curves, and affordable BI and planning solutions for finance teams at businesses large and small.
www.arcplan.com
Blackline Systems BOOTH # 311
Ninety percent of Fortune 1,000 companies still close their books manually using Excel. The
BlackLine Financial Close Software Suite automates the entire financial close process to help
improve controls for accounting and compliance staff in mid-size to large companies. Delivered
via a SaaS/OnDemand platform, BlackLine complements GRC and ERP systems, eliminating
Excel from what has been a laborious, error-prone, manual process.
www.blackline.com
Bloomberg BNA BOOTH # 113
Bloomberg BNA, a wholly owned subsidiary of Bloomberg, is a leading source of tax and
accounting information. New Financial Accounting Resource Center offers full-text accounting
standards, practice tools, expert analysis, and news.
www.bna.com
BMO Financial Group BOOTH # 306
BMO Financial Group is a highly diversified financial services and top ten commercial card
provider in North America. BMO payment and treasury products are widely used by
corporations and public sector organizations to manage and control their commercial
spending. We help organizations manage cash flow more efficiently with a full range of
payment solutions — from commercial card products including purchasing, travel &
entertainment, fleet and all-in-one cards, to electronic payment options such as ACH and
DEFT. Our clients benefit from advanced online reporting tools and the global acceptance of
the MasterCard®* network.
www.bmo.com/spendandpayment
Chatham Financial BOOTH # 205
Chatham Financial is an independent advisory services and technology firm specializing in
hedge accounting, interest rate, FX and commodity risk management. Chatham’s expertise
combined with our proven technology empowers clients to strategically direct risk
management programs to fit their needs.
Founded in 1991, Chatham serves over 1,000 companies annually, with our practitioners
bringing deep derivatives and complex regulatory knowledge to our clients. Our global team
of risk management professionals, CPAs, quantitative analysts and software developers
provide clients with the tools and confidence required to successfully manage risk.
www.chathamfinancial.com

TAX
Accounting Audits
XBRL
Collaboration
Leadership Connections
8
3
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8
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Leadership
6 8 3
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4
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To attract the financial talent you want,
get the salary data you need.
6
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Download your 2013 Salary Guide today
at RobertHalf.com/SalaryCenter, call
1.800.803.8367 or pick one up at Booth #109.
Technology
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5
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© 2013 Robert Half. An Equal Opportunity Employer. 0912-9012

Chrome River BOOTH # 405
Chrome River Technologies, Inc. provides expense reporting and invoice automation
solutions that uniquely combine the latest available internet technologies with a team of
industry-leading implementation and support experts. Immediate payback is realized with no
hardware, software, or long-term commitment.
This unique service is configurable to meet the needs of organizations worldwide with
complex expense management policies and collaborative approval processes and quickly
solves the many issues of expense and invoice intake, compliance, routing, approvals and
financial system integration.
www.chromeriver.com
Colonial Life Booth #409
Colonial Life & Accident Insurance Company is a market leader in providing benefits
solutions in one neat package: excellence in communications, enrollments, service, and
personal insurance products - including disability, life, accident, cancer, critical illness and
supplemental health insurance - that make benefits count for employers and their employees
alike. The company supports more than 79,000 domestic businesses, representing more than
3 million working Americans and their families.
Colonial Life has been named one of the Best Places to Work in South Carolina. Its national
headquarters building in Columbia, S.C., has earned the Environmental Protection Agency’s
ENERGY STAR® certification.
www.coloniallife.com
Compliance Week BOOTH # 209
Compliance Week provides an information service on corporate governance, risk and
compliance that features a weekly electronic newsletter, a monthly print magazine,
proprietary database, industry-leading events, and a variety of interactive features. Receive
the latest compliance information and updates available online, in print, and via e-mail.
Subscribers can earn free CPE and CLE credits by attending our webcasts or on demand
webcast library. Compliance Week publishes information from known, credible, trusted
securities and governance experts, including former SEC Deputy Chief Accountant Scott Taub,
former SEC Chairman Harvey Pitt, and many others. Join the more than 20,000 financial, legal,
risk, audit, and compliance executives that already subscribe.
www.complianceweek.com
Deloitte* BOOTH # 101
Deloitte offers clients a broad range of audit, consulting, financial advisory, risk
management, and tax services. Deloitte's multi-disciplinary perspective, deep industry
experience, and access to the resources of the member firms of Deloitte Touche Tohmatsu
Limited can provide value added professional services to clients operating around the world.
As used here, “Deloitte” means Deloitte LLP and its subsidiaries. Please seewww.deloitte.com/
us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries.
Certain services may not be available to attest clients under the rules and regulations of
public accounting
www.deloitte.com
EASi BOOTH # 404
Equity Administration Solutions, Inc. (EASi) is the largest independent stock plan software
company in the world. EASi enables clients to work with the broker of their choice so they can
benefit from the best trading execution and wealth management solutions. EASi’s technology
provides connectivity to the largest broker-dealers in the world. A SaaS company, EASi set the
standard in stock plan solutions with its comprehensive industrial strength platform that
handles all the accounting, tax, administration, participant services and compliance needs of
companies that grant equity awards. Headquartered in Pleasanton, CA, EASi serves more than
750 companies on five continents in over 20 countries and continues to lead the industry with
second-to-none solutions in areas including ASC718 (FAS123R), IFRS2, Performance Awards,
material modifications and WorkStream process automation.
www.easiadmin.com
Ernst & Young LLP * BOOTH # 201
Ernst & Young is a global leader in assurance, tax, transaction and advisory services. Worldwide,
our 167,000 people are united by our shared values and an unwavering commitment to quality.
We make a difference by helping our people, our clients and our wider communities achieve
their potential.
Ernst & Young refers to the global organization of member firms of Ernst & Young Global
Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company
limited by guarantee, does not provide services to clients.
www.ey.com
Euler Hermes BOOTH # 303
Euler Hermes, North America’s oldest and the world’s leading provider of trade credit
insurance solutions, insures over $150 billion in U.S. trade transactions annually.
Trade credit insurance, aka Accounts Receivable insurance, helps protect against
bankruptcy and slow pay losses. It is a financial tool that manages commercial and political
risk outside a company’s control.
As a client of Euler Hermes, you can expand your sales safely in domestic and international
markets, minimize risk when exploring and developing new markets, support in-house credit
management, collect receivables, lower DSO and improve cash flow.
Our credit analysts and risk experts are located in over 50 countries on 6 continents,
enabling us to monitor and understand the market as well as the industry you operate in.
Our in-house economists constantly analyze global economic trends to give you the insight
you need for success. This knowledge is the core foundation of the solutions we offers.
www.eulerhermes.us
Expaticore BOOTH # 502
Expaticore partners with global clients to mitigate their risk and costs relating to expatriate
and international payroll, and global mobility management. Its mission is to offer
international payroll services, strategic and tactical mobility program support and human
resource consulting services that provide competitive advantage to clients operating in the
global marketplace. Solutions include fully integrated international payroll technology, fully
managed expatriate and local national payroll services, funding options for payroll,
international assignment program administration, global mobility policy development.
• Integrated international payroll and accounting solutions
• Enhanced transparency and regulatory compliance
• Added global workforce management expertise and resources
• Standardized policies and documentation
• Improved decision making about expatriate compensation and payroll options
• Controlled processes and workflows
• Improved reporting for management, employees, third parties
• Managed costs and risks
• Increased satisfaction among international employees and administration
www.expaticore.com
FEI-SUMMIT.ORG 65

Financial Executives International BOOTH # 511
Financial Executives International (FEI) provides exclusive peer networking for chief
financial officers, controllers, treasurers, tax executives, senior-level finance managers and
finance and accounting professors in academia. FEI is the leading advocate for the views of
corporate financial management and enhances member professional development through
regulatory updates, career management services, CPE opportunities, in-person conferences
and leading-edge research. Our 15,000 best-in-the-business members participate in the local
activities of 86 chapters, 74 in the United States, 11 in Canada and 1 in Japan.
Our mission is to advance the success of senior-level financial executives, their
organizations and the profession. Since 1931, FEI has been connecting members through:
INTERACTION Providing local and international forums for connecting with peers;
INFORMATION Providing insight to assist with informed business decisions;
INFLUENCE Providing authoritative representation for members’ interests;
INTEGRITY Providing the tools to advance the profession through ethical leadership.
www.financialexecutives.org
Financial Executives Research Foundation BOOTH # 511
Since 1944, the mission of Financial Executives Research Foundation (FERF) is to advance
the professional practices of financial management through research and education.
FERF is the non-profit 501(c)(3) research affiliate of FEI. The Foundation’s researchers
identify key financial issues and develop impartial, timely research reports for FEI members
and non-members alike, in a variety of publication formats. FERF relies primarily on voluntary
tax-deductible contributions from corporations and individuals.
www.ferf.org
GCE BOOTH # 504
GCE is a leading cloud-based software services provider offering financial and accounting
applications to Federal government and commercial enterprises. Headquartered in Reston,
Virginia, GCE is committed to delivering innovative, high quality technology solutions and
world-class service to our customers. GCE transforms organizations with the latest costeffective
business process solutions that will increase your agility and competitive edge,
allowing your organization the freedom to fully focus on your core mission.
www.GCEcloud.com
Global Cash Card BOOTH # 305
Global Cash Card is the proven specialist in customized paycard solutions that are SIMPLE
to implement and EASY to use. We are a no cost and fully in-house solution. Our state-of-theart
proprietary technology, 24x7x365 free-live customer service, and full implementation &
field support services provide you the best payroll card solution in the industry.
www.globalcashcard.com
Host Analytics BOOTH # 207
Host Analytics is the leader in cloud-based financial applications for planning,
consolidation, reporting and analytics. Host Analytics Enterprise Performance Management
(EPM) customers benefit from faster deployments, increased security, a faster pace of
innovation, reduced carbon footprint, and a greatly reduced total cost of ownership compared
to traditional on-premises alternatives. World-class companies like AT&T, Burlington Coat
Factory, NEC, and Groupon trust Host Analytics to power their strategic financial processes.
Host Analytics is a fast-growing, private company backed by leading venture capitalists and is
headquartered in Silicon Valley with offices around the globe.
www.hostanalytics.com
66 2013 Summit Leadership Conference | May 4–6 | Las Vegas
Hyland BOOTH # 406
For over 20 years, Hyland Software has helped our more than 11,300 lifetime customers by
providing real-world solutions to everyday business challenges. Hyland’s enterprise content
management (ECM) solution, OnBase, is one of the most flexible and comprehensive ECM
products on the market today. OnBase empowers users to grow their solutions as needs
change and business evolves. It is tailored for departments, but comprehensive for the
enterprise, designed to give you what you need today and evolve with you over time
www.hyland.com
Intacct BOOTH # 302
Intacct specializes in helping thousands of small and mid-sized companies like yours thrive
by improving financial performance and eliminating headaches. Bringing cloud computing to
finance and accounting, Intacct's award-winning applications are the preferred financial
applications for AICPA business solutions. Thousands of companies and hundreds of accounting
firms already use Intacct's financial management, revenue management, and accounting
software to automate order management, streamline project accounting, optimize time and
billing management, speed financial consolidations and improve compliance and transparency.
www.intacct.com
Kyriba Corporation BOOTH # 403
Kyriba is the global leader in next generation treasury solutions in the Cloud. We enable
CFOs and finance teams to optimize their corporate treasury functions by delivering fullyintegrated
cash, treasury, payment, risk management and supply chain finance solutions
through a user-friendly, scalable and secure SaaS platform. Kyriba improves visibility and
productivity, enabling our clients to minimize risks and have better control over their treasury
and finance decisions. With a client loyalty rate of over 98%, we support more than 700
organizations globally including market leaders such as Amway, Electronic Arts (EA),
Interpublic Group, PulteGroup, Inc. and Qualcomm.
www.kyriba.com
Lee & Associates BOOTH # 117
Celebrating more than 34 years of leadership excellence in commercial real estate, Lee &
Associates is the largest broker-owned full-service commercial brokerage organization in
the United States. As a group of independently owned and operated companies, the firm
has 48 locations across the nation including Arizona, California, Florida, Georgia, Idaho, Illinois,
Indiana, Kansas, Maryland, Michigan, Missouri, Nevada, New Jersey, New York, South Carolina,
Texas and Wisconsin. With a roster of more than 750 agents, the firm provides services in sales
and leasing of office, industrial, retail, multifamily and land transactions for investment,
seniors housing, healthcare brokerage and appraisal and valuation.
www.lee-associates.com
Liberty Mutual BOOTH # 604
As a member of FEI, you could receive exclusive savings on Liberty Mutual Auto and Home
Insurance. We offer personalized coverage, Multi-Car and Multi-Policy Discounts, 24-Hour
Claims Assistance and more. Liberty Mutual is trusted countrywide for quality coverage and
exceptional service. To learn more about Liberty Mutual Auto and Home Insurance or get a
free, no-obligation quote, visit our website.
www.libertymutual.com/fei

A Finance & Accounting
recruiting firm that
measures up.
EXPERIENCE LEDGENT
Ledgent is the preeminent executive
recruiting and staffing firm that specializes
in finance & accounting.
We are a specialized business line of Roth Staffing
Companies, L.P., and we’re doing something
right! We’re the only recruiting organization to ever
to be ranked #1 on the Inc. 500, recognizing us as
the fastest growing, privately-held company in the
U.S. over a 5-year period.
We are also the only finance & accounting search
firm to ever receive every top industry award in a
single year… and we’ve done this twice!
“Best Staffing Firm to Work For”
presented by Staffing Industry Analysts
We love to create remarkable experiences… every person, every time. ®
866.702.6670
“Best Staffing Firm to Temp/Contract For”
presented by Staffing Industry Analysts
Join us on LinkedIn – Search “Groups” for Ledgent
Facebook.com/LedgentAccountingandFinance
Visit Booth 213 for a chance to win a $250
Amex Gift Card and find out why others
consider Ledgent to be the very best.
Pick up some exclusive items that explain:
PeopleSpider.com
An innovative online referral portal where partners are
rewarded for recommending high quality executives.
Executive Pay and Retention Trends
What’s being done to inspire, motivate and retain
executives in 2013? We have the inside scoop.
“Best of Staffing – Client”
presented by Inavero
“Best of Staffing – Talent”
presented by Inavero
Only staffing firm ever ranked
#1 on Inc. 500

Learn more at 1-800-284-4522 www.apexanalytix.com © 2012 APEX Analytix, Inc

SmartPros Ltd.* BOOTH # 400
Since 1981, SmartPros Ltd. offers an array of continuing professional education programs
for business and industry. Our library of NASBA accredited accounting and financial reporting
courses are available live, online, via webinars and on DVD. SmartPros' flagship product, the
Financial Management Network (FMN), presents four timely topics of interest in an engaging
monthly news format. SmartPros offers group live, instructor-led, training delivered internally
through interactive live video webinars and on-site in-house programs and delivered
externally in public seminars and conferences.
SmartPros' full service approach to training enhances and supplements our clients’
professional education efforts with CPE accreditation and administrative services on
qualifying programs, customized content, proven subject matter experts, video production
and supporting materials development and LMS integration and support.
www.smartpros.com
Solium BOOTH # 411
Solium (TSX: SUM) provides cloud-enabled software-as-a-service (SaaS) for global equity
administration, financial reporting, compliance and risk mitigation. From our operation
centers in the United States, Canada, the UK and Australia, our innovative technology powers
equity plan administration and transactions for more than 3,200 clients with participants in
more than 150 countries. From private companies and start-ups to newly public entities and
global conglomerates, Solium's leading SaaS solutions meet the needs of companies of all
sizes around the globe.
www.solium.com
UMB Bank BOOTH # 501
UMB delivers comprehensive banking, health spending solutions and trust services to
commercial, institutional and personal clients. A full-service financial partner, UMB equips
clients with the sophisticated products of a large institution accompanied with the dedicated
service and personal results of a trusted advisor. We are the fourth largest Corporate Trust
provider in the U.S. and one of the nation’s largest issuers of Purchasing Cards. UMB Healthcare
Solutions is a top-ranked HSA custodian and issuer of FSA/HSA/HRA debit cards.
www.umb.com
APEX Analytix www.apexanalytix.com
BDO USA, LLP www.bdo.com
BMO Financial Group www.bmo.com/spendandpayment
Chatham Financial www.chathamfinancial.com
Grant Thornton* www.grantthornton.com
Infor Global Solutions www.infor.com
Ledgent www.ledgent.com
What
You
Could
Win …
ADVERTISER INDEX
* Denotes FEI Strategic Partners
Wdesk BOOTH # 103 & 105
WebFilings is reinventing business reporting with Wdesk. Its cloud-based collaboration
solutions eliminate version control issues for the most important and challenging reports,
including external filings. The easy-to-use interface and controls, specifically designed for
business professionals, make the Wdesk solution the top choice of the most influential
organizations in the world.
Wdesk uses role-based access to single document datamodel technology, eliminating
version control issues and improving speed to review and approve. Sophisticated super
linking and validation features reinforce accuracy and compliance throughout the reporting
process. Wdesk is secure and enables financial professionals to take control of their business
reporting data.
www.webfilings.com
Western Union Business Solutions BOOTH # 308
Western Union Business Solutions enables companies of all sizes to send and receive crossborder
payments and manage foreign exchange. With deep expertise in moving funds around
the globe, access to over 140 currencies, and a global financial network spanning more than
200 countries and territories, we help companies spend less time managing international
financial transactions and more time growing their businesses.
We have extensive experience working with clients in a variety of sectors, including
import and export, wine and spirits, agriculture, mining, and non-profit. We also offer
customized solutions for legal, financial and educational institutions.
www.business.westernunion.com
Xactly BOOTH # 304
Xactly Corporation is the leading provider of on-demand sales compensation and
performance management solutions for organizations of every size and industry. Xactly’s
solutions enable companies to easily and affordably design, implement, manage, audit and
optimize compensation plans and payments to impact improved sales behavior, operational
efficiency and bottom line results.
www.xactlycorp.com
Liberty Mutual www.libertymutual.com/fei
Microsoft* www.microsoftdynamics.com/proof
Planview www.planview.com/finance
PwC Private Company Services* www.pwc.com/pcs
Robert Half Management Resources* www.roberthalfmr.com
Vaco www.vaco.com
Wdesk www.webfilings.com
• Cabela gift cards (valued at $100.00) • Spa Finder gift cards (valued at $150.00)
• Southwest Airlines gift cards (valued at $200.00) • Marriott gift cards (valued at $250.00)
How to Play
Visit a participating exhibitor, and ask them their “ice-breaker” question in your passport, record the answer, and receive a stamp.
Eligibility for prizes awarded by FEI requires each participant* to obtain a minimum of 25 stamps.
Once you have received a minimum of 25 stamps and have completed the contact information on page 1, please place your passport in the ticket
tumbler located in the FEI/FERF booth (# 511) by 12:50 p.m. on Monday, May 6. You must be present to win!!
* FEI and exhibitor staff, in addition to, spouses/guests of FEI staff, exhibitor staff and attendees are not eligible to participate.
FEI-SUMMIT.ORG 69

13-501
BMO SPEND & PAYMENT SOLUTIONS ®
Client Driven Solutions.
Powerful Results.
Whether your goal is to improve fi nancial controls, streamline processes,
enhance compliance or realize signifi cant savings, BMO can help you meet
your objectives today and adapt to your evolving business needs tomorrow.
Put BMO’s innovation and service expertise to work for you.
• Custom tailored strategies
• Broad range of payment solutions
• Advanced consulting expertise and support
To learn more contact us at: 1-888-838-4401, bmo.sps@bmo.com or
bmo.com/spendandpayment
® Registered trade-mark of Bank of Montreal.
® * Bank of Montreal is a licensed user of the registered trade-mark and design of MasterCard International Inc.

KENNETT SQUARE | LONDON | DENVER | SINGAPORE | KRAKOW
CHATHAM FINANCIAL
1

Spend a night on the town, upgrade to first class, or donate to your favorite
charity…whatever moves you most.
As a member of Financial Executives International, you could save up to $343.90* on your auto insurance
with Liberty Mutual. You could also enjoy valuable discounts tailored to the way you live today and save even
more by insuring your home as well.
Responsibility. What’s your policy?
CONTACT US TODAY TO START SAVING
CALL
CLICK
1-800-981-2372 Client # 116943
http://www.libertymutual.com/fei
COME IN to your local offi ce
This organization receives financial support for allowing Liberty Mutual to offer this auto and home insurance program.
*Discounts are available where state laws and regulations allow, and may vary by state. To the extent permitted by law, applicants are individually underwritten; not all applicants may qualify. Savings figure based on a
February 2011 sample of auto policyholder savings when comparing their former premium with those of Liberty Mutual’s group auto and home program. Individual premiums and savings will vary. Coverage provided and
underwritten by Liberty Mutual Insurance and its affiliates, 175 Berkeley Street, Boston, MA. © 2012 Liberty Mutual Insurance.

FEI acknowledges and thanks
MARSHA HUNT
for her year of achievement as
Board Chair, 2012-2013
CHAIR TRIBUTE
Marsha Hunt didn’t plan to become a financial executive when she started on her career path
more than 25 years ago, but her undergraduate studies at Bucknell University led her to a degree
in accounting, which she followed with her CPA degree. She worked in the audit practice of Arthur
Andersen and in various corporate control roles, including as the Assistant Controller of Corning Inc.
Since 2003, she’s with Columbus, Ind.-based Cummins Inc., now serving as Vice President – Corporate
Controller of the global provider of power technologies.
Hunt also didn’t plan to be chair of Financial Executives International. Accepting the position last
year, she noted that “FEI has always been something special to me. It’s been an important part of my
life.” In addition, she expressed pride in the “respect and esteem afforded FEI by regulators, standard
setters, high-profile sponsors and the media.” She deems it a “milestone in one’s career when the level
of responsibility to qualify for membership in FEI is achieved.”
She added that “FEI’s global activities enhance our brand recognition and also relevance to our
members,” and that “the more we understand about other parts of the world, the more we will
understand the economic environments in which we operate.”
During the last year, FEI has broadened its quarterly economic survey to include feedback from
financial executives in France, Italy, Mexico and Japan. FEI’s Japan Chapter, just launched in 2012,
is growing in membership and is making ongoing progress with programs and sponsors. Another
global initiative is the United Kingdom (an event is planned for May), and discussions to link with
executives in more countries continue.
In expanding FEI’s influence domestically, Hunt says that activities such as the Washington fly-ins
“are very important.” Under her tenure, FEI has delivered approximately 20 comment letters to
regulators, standards setters and Congress. In addition, FEI staff and members have testified before
Congress on subjects such as the impact of taxes on private companies and derivatives regulation.
“Our efforts to be at the table on a variety of business topics — not just accounting standards —
cannot be underestimated,” said Hunt when she became chair. In this regard, FEI recently formed
the Private Companies for Tax Fairness, a coalition of large and middle-market privately held and/or
family-owned companies, to provide a voice for thousands of private companies in the coming tax
reform debate in Congress. The group held its first series of meetings with lawmakers in early April.
Hunt’s involvement with FEI is extensive. She has been a member of FEI’s Indianapolis Chapter since
2000. She has served at the national level on numerous committees, including the Committee on
Corporate Reporting and the FEI Board of Directors, as well as supporting many activities at the
national level, such as the Hall of Fame and serving as a Trustee of Financial Executives Research
Foundation (from 2003-2009).
During her year as chair, Hunt has been at the helm of FEI during a pivotal time, as the organization
continues to align its structures, processes and culture with the mission and vision of FEI. She led
the Board with a professional focus on long-term strategies and the mitigation of risk, and her
commitment to improving FEI across all areas will surely serve as her legacy.
UNCOVER MORE AT FEI-SUMMIT.ORG 73

GARY R. KABURECK has been an active and visible
member of Financial Executives International for nearly
two decades while at the same time engaging in his
career of leadership, expertise, service and global recognition.
He has served as Vice Chair of FEI’s Committee on Corporate
Reporting (CCR) as well as serving on various standard-setting
board advisory committees at the Financial Accounting
Standards Board (FASB) and Public Company Accounting
Oversight Board (PCAOB). He has spoken before the U.S.
Congress and other governmental bodies on various proposed
legislative actions and has been a strong voice for FEI and
financial executives at the national and global levels.
Kabureck has 28 years of experience with Xerox Corp.,
culminating as Vice President and Chief Accounting Officer,
where he had global responsibility at the $22 billion
technology and services company for both International
Financial Reporting Standards (IFRS) and U.S. generally
accepted accounting principles (U.S. GAAP) processes.
That involved leading a team of more than 1,200 accountants
worldwide, oversight of Xerox’s accounting policy development, implementation of new
accounting procedures, internal and external financial reporting as well as internal controls.
Prior to Xerox, he worked for PwC for 10 years.
Peers in the Rochester Chapter describe Kabureck as a “thought leader and recognized expert
in financial reporting matters,” as well as a “natural leader, who is the chapter’s strongest voice
on technical matters at a national level.” They also acknowledge his willingness to share his global
experiences and knowledge with the chapter members and to serve as a speaker at meetings.
Kabureck served as Rochester Chapter President from 1999-2000 (after having joined and immediately
serving on the chapter’s Board of Directors) and recognized the changing landscape of the business
community by supporting outreach to a group of members that was historically under-represented
in the chapter. As such, he continued to build chapter programs and membership within the evolving
business environment. Though he eventually worked several hundred miles from where he lived in
the Rochester area, he remained involved as much as possible with the chapter.
He earned a Bachelor of Science Degree in Accounting at the University of Bridgeport in 1975 and
a Master of Business Administration (Finance, General) in 1981. Kabureck was appointed a Member
of the International Accounting Standards Board (IASB), and is based in London since his
assignment began in April 2013.
Married for 34 years, Kabureck and his wife have raised two children, a son and a daughter.
2013 Summit Leadership Conference | May 4–6 | Las Vegas
MICHAEL (“MIKE”) MCNAMARA is the ultimate
professional in his work, as well as in his dedication
to his colleagues, family and to the success of Financial
Executives International, through his local chapter and the
national organization. He is a man of significant achievement in
serving as Vice President Finance, Secretary and Treasurer for
Tom’s Quality Millwork and Hardwoods Inc. in Campbellsport,
Wis., as well as in his service to FEI’s Northeastern Wisconsin
Chapter. When the subject of FEI member recruitment comes
up, the name Mike McNamara comes to mind.
Born and raised in Wisconsin, McNamara has spent his entire
academic and professional career there. He graduated magna
cum laude from the University of Wisconsin – Oshkosh in 1973
with a Bachelor of Business Administration Degree in
Accounting, became a certified public accountant and has
been the financial officer for several small-to-midsized, familyowned
firms. He also spent four years with Grant Thornton LLP
and two tenures with Mercury Marine, a business unit of
Brunswick Corp.
He joined the Northeastern Wisconsin Chapter of FEI in 2002 and became its president in
2007. He continues to serve on the chapter’s Board of Directors and Executive Committee, as
well as on several other committees. It was during his presidency that he became involved in
recruiting new members and remains the chapter’s Membership Chair.
McNamara’s passion for FEI is evidenced by the key role he has played in helping his chapter
more than triple in size — from 62 members in 2003 to 210 currently. The chapter has won
the Membership Development Award for the last six years in a row, as it leapt from a tier-two
(50-99 members) to tier-four size (200-299 members) chapter.
McNamara has been involved with FEI at the national as well as at his local level. He has
served in leadership roles in the Midwest Area under the prior governance structure,
becoming Midwest Area Vice President, and he’s completing his final year on the National
Board of Directors. With this winding down, he has already expressed his interest in having
more time to recruit for his Northeastern Wisconsin Chapter, noting that 300 members is a
strong possibility.
McNamara and his wife Loula, who were high-school sweethearts, have two married children
and five grandchildren.

ROBERT L. SHULTZ says he is currently in, what he
terms, “active retirement” after 30 years of service
with Hewlett-Packard Co. (1982-2011), retiring as Vice
President, Finance. He now supports both community and
professional organizations, as well as performing as an adviser
to HP’s large shared services organization.
An active member in the Colorado Chapter of Financial
Executives International (FEI), Shultz also has spent countless
hours with peers at the national level of the organization
(since becoming a member in 2005), providing his expertise
and leadership serving on various committees at the local
and national level.
Among his service to FEI over his years of membership, Shultz
has served on and chaired FEI’s Committee on Finance and
Information Technology (CFIT). In addition, he has held positions
on other FEI boards and committees. Among them: the National
Chapter Leadership Council (National Audit Chair 2009-2011); the
Board of Directors (serving as National Secretary since 2011); the
Audit Committee (Chair 2009-2011); and as a member of the Committee on Governance, Risk &
Compliance (CGRC).
In his prior role as VP of Strategy for HP Enterprise Services, Shultz was responsible for the
Enterprise Services’ Strategy and Transformation team, a $25 billion business segment of HP that
provides IT and business process outsourcing (BPO) services as well as application development
and management services. Prior responsibilities at HP included Chief Internal Auditor, General
Manager of HP’s Business Process Outsourcing and General Manager of Global Business Services
(Shared Services). He was also Deputy Corporate Controller responsible for enterprise planning and
reporting, consolidations, external reporting, financial systems, enterprise procurement and country
controllerships worldwide. Additionally, he was business unit CFO of the Enterprise Systems Group.
Shultz holds a Bachelor’s Degree in Accounting from Lehigh University and a Master of Business
Administration from Pennsylvania State University. He currently resides in Colorado with his wife
of 35 years, Suzy, who he met when they were both Peace Corps volunteers in Botswana. They have
two daughters, one is married and one is getting married this June.
SAVE THE DATE!
FEI’S 2014 SUMMIT LEADERSHIP CONFERENCE | JUNE 1-3, 2014
GAYLORD NATIONAL RESORT & CONVENTION CENTER
NATIONAL HARBOR, MD (Metro Washington DC)