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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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