Financial Forecasting & Planning Innovation

Virtual SummitReap the Rewards of Successful Planning

Through Strategic Finance Initiatives

October 31 & November 1, 2013Virtual Conference, India

Confirmed Speaker Information

• CFO, Agility Logistics• CFO, Asian Institute of Medical Sciences• EVP, AXA Business Services• VP, Finance, Prana Studios• Head of Performance, Hinduja• Director Finance, Abbott Healthcare• General Manager, Finance, Aditya Birla

• CFO, Tata Motor Finance• VP, Finance, Reliance Industries• VP, Strategic Finance, TATA Teleservices• EVP, Dhanlaxmi Bank• Head of Finance, Surya Esa Perkasa• Director, Finance, Boston Scientific

Confirmed Speakers Include

Past Delegates include• VP, Finance - NBC Universal

• Director, Finance - Nestle

• Director, Global Finance - Johnson & Johnson

• Vice President - Bank of America

• VP, Finance - Red Bull

• VP, Finance - Intel

There is no question that IE. provides the gold standard events in the industry and will connect you with decision makers within the analytics industry. You will be meeting senior level executives from major corporations and innovative small to medium size companies.

Job Title Of Attendees

President/Principal

SVP/VP

C-Level

Snr. Director/Director

Global Head/ Head

Snr. Manager/Manager

Academic (1%)

78%

1000+ Employees300-999 Employees50-299 EmployeesLess than 49 Employees

Company Size Of Attendees

8%

11%

25%56% 81%Attendees are

companies with at least 300

employees

3%

21%

12%

42%

13%

8%

Attendees are at Director level or above

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Who Will You Meet? Type to enter text

Rajarthnam Kannan is currently head of Performance Management at Hinduja Group. He deals with financial planning, budgeting, monthly performance monitoring, business development and mergers and acquisitions. Prior to the Hinduja Group, Mr Kannan enjoyed a successful career at ICICI Bank, where we was EVP of Strategy. He carried out assignments relating to corporate finance, fund raising, treasury management, strategy and restructuring. Prior to ICICI Bank, Mr. Kannan was EVP of ICICI InfoTech and a management consultant at TATA Consultancy Services.

Transforming National Companies into International Powerhouses

The multinationals of the world started their operations locally, and because of demand for their products and services were able to develop into national enterprises. To pursue aggressive expansion they built on their existing strengths and exported their business models and expanded their operations to become global enterprises. Before liberalization in India, there were only a few multinational companies of Indian origin. After liberalization, many MNC’s emerged from India and they were able to develop Global models for others to emulate. Transforming National companies into International powerhouses requires robust strategies , supported by good implementation and the acquisition of companies with a competitive advantage also speeds up the expansion and globalization process.

Rajarthnam KannanHead, Performance Management Performance Management

Confirmed Speaker Information

About The Summit

For many firms, the key is to become what’s called an “analytic competitor”— a business that is fast, flexible, and is able to reallocate resources in line with changing patterns of demand, cost, and opportunity. For the FP&A team, this requires the ability to access, collect, and analyze both financial data and forward-looking non-financial measures such as trends in customer demand or commodity prices. This Summit will bring together finance leaders from India’s most innovative companies, so they can share their insights and prepare for prosperity.

IE. - Innovation Enterprise is excited to launch its very first virtual Financial Forecasting & Planning Summit for the Indian market. The Summit will showcase presentations from Diageo, Reliance, TATA, Hathway and many more. Expect to learn how India’s elite financial leadership have overcome the challenges of the declining rupee and a volatile economy, whilst engaging in the latest innovations to improve the accuracy of financial forecasting and increase the efficiency of financial planning.

Sandeep Arora is Executive Vice President at AXA Business Services, India (Global Captive for AXA Group). Prior to assuming the role with AXA in 2007, he has served as Vice President Finance for Genpact and Manager with A s s u r a n c e & B u s i n e s s A d v i s o r y S e r v i c e s a t PricewaterhouseCoopers. His 19 years’ professional experience is primarily in offshoring business strategy, execut ion, business development, prof it center management, operations, management & information systems consulting and audits. His core expertize lies to provide strategic direction to offshoring units, to drive & grow business, and lead operations for finance and accounting, asset management, business intelligence & analytics and actuarial business lines.

Captive Beyond Cost Centre - A Financial Perspective

All captives have similar challenges around managing costs in their journey to deliver value to their parent. While the level of partnership and recognition by Parent is there, the development of value added services, beyond labor cost and process centric expertise remains modest. The real difference lies in how you create differentiation, go beyond what’s expected and focus to create sustainable value proposition. This presentation is to share how Captive have successfully moved in their finance shared services journey from single entity focus to global delivery center, moved up in the processes maturity and focused on to create business value. Interestingly, there is no discussion around cost.

Sandeep AroraEVPAXA Business Services

Dines Modi currently heads the Finance function for Prana Studios, India, a leading 3D animation and visual effects studio. Prior to joining Prana, he worked with WNS and was vertical CFO for their Philippines and Romania startup locations. Dinesh has also worked in USA as a project controller for BearingPoint and M.C. Dean during 2003-08. He has over 15 years of experience working with, outsourcing, media, technology, consult ing and manufacturing companies. Dinesh is a Chartered Accountant from India and Certified Public Accountant from USA.

Financial Planning and Execution Strategy

‘Financial Planning and Execution Strategy’ is critical for success of businesses in the long term. It may sound cliché but this is an important activity for young or startup companies who go through many challenges in terms of business, people and processes. In such companies, finance team need to lead a larger spectrum of activities with ‘owner attitude’ to support company’s core activities and t a k e t h e i r b u s i n e s s t o t h e n e x t l e v e l of   growth   and   sustainability. This presentation will cover key points to watch for whilst preparing financial plans and playing an active role with key stakeholders to ensure convergence towards achieving business goals.

Dinesh ModiVP, FinancePrana Studioa

Pankaj Kumar is head of finance at SURYA ESA PERKASA. He leads a multisite, international finance team that delivers functional objectives whilst working closely with the CEO on all strategic and financial matters. Prior to his current position we was Executive Director of Electrotherm India Limited and group CFO of Dangote. Pankaj is an Alumni of Indian Institute of Management, Bangalore, and a Fellow member of Institute of Chartered/ Cost Accountants of India and he earned a MBA from University of Georgia School of Business Administration.

FP&A From Strategic Influence to Strategic Execution - a Real Case Study

Organizations around the globe are bracing themselves for stiffer competition, fuelled by ‘increasingly uncertain environments. As such, the need for establishing clear organizational strategy is more profound that ever.  Among the key agendas are defining a strategy, translating the strategy to the entire   organization,   initiating a  performance   management and monitoring   the  performance   to   ensure   that   the strategy is successfully achieved. The fall of major corporations such as Lehman Brother demonstrates how large corporations have failed to align their strategy with their actions for short term gains. I am here to present an “A Real Case Study to showcase the influencing role of the Financial Planning & Analysis Department in the Strategy Execution”.

Pankaj KumarHead, FinanceSURYA ESA PERKASA

Sachin Dharap is a qualified Chartered Accountant and Company Secretary with 16 years of professional, international experience across various areas in Finance. His areas of expertise include financial planning and analysis, mergers & acquisitions, controlling, and process and system improvement. He is currently the Finance Director for Abbot’s established pharmaceutical business in India. Prior to Abbott healthcare Sachin worked for Piramal Healthcare Ltd across various roles in Business Finance in India and the UK covering various businesses, acquisitions and transition management.

Sachin DharapDirector, FinanceAbbott Healthcare

Financial Controls - Aiding Effective Execution

It is important for all finance professionals, and especially important for Indian companies in todays world to have robust financial planning equally effective execution systems. This allows the organisation to have tight financial control, and the flexibility and agileness to adapt to new markets, technologies and suceed in today’s challenging economic environment. At Abbot Healthcare, effective financial control and the involvement of the finance team in business decisions dosen’t just ensures the rigorous implementation of strategic plans. It also allows for quick corrections in todays volatile environment. The key areas to watch for are - discipline in execution, monitoring the smaller details of the business plan and early identification of risks.

Piyush Nagori is Chief Financial Officer of the Asian Institute of Medical Sciences. . The Hospital has witnessed one of the fastest ramp up in NCR. The Group now plans to aggressively open spokes (Clinic/boutique birthing centers, 30 to 70 bedded Hospitals) in neighboring areas. Prior to this role Piyush was Chief Financial Officer of Saket City Hospital. Vikas has also held managerial roles at Fortis Healthcare and Axis Bank. He is a chartered accountant and MBA Graduate with over 13 years of experience in the healthcare and financial sector.

Piyush NagoriCFOAsian Institute of Medical Sciences

Rajiv Kapahi is the Director of Finance & Operations for Boston Scientific India. Ever since joining Boston Scientific as their Director Finance for the India Hub, comprising the responsibilities of India, Sri Lanka, Bangladesh & Nepal, Rajiv has been instrumental in streamlining the finance and IT functions and has set the requisite strategic & operational infrastructure for the next stage of Boston Scientific’s growth plans in India. Prior to Boston Scientific, Rajiv was one of the founders of DPLI, and was responsible for defining the financial framework.

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Rajiv KapahiDirector, FinanceBoston Scientific

Abani Jha is currently a general manager at the Aditya Birla Group, the largest black carbon and aluminum producer in the world. He is a chartered accountant with over 16 years experience in managing financial, corporate and business affairs. He was worked with fortune 500 and multinationals across the USA, South East Asia, UAE & Europe including Reliance Industries (the largest Indian company), DP World (the 3rd largest port operator in the world), U.K Pains and Pine Cone Hill (the largest life style retailer operating in North America and Canada).

Abani JhaGeneral ManagerAditya Birla Group

Agile Planning Techniques & Best Practices

Presentation Details Coming Soon

Innovation Enterprise - Global Finance ExpertiseCheck Out our Summit Calendar Here

Financial Forecasting & Planning Innovation Virtual SummitDate: October 31 & November 1, 2013

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For larger groups or special requests contact Rose Palmer by calling +44 207 193 9385 or email rpalmer@theiegroup.com* Team discounts are applicable at the point of registration only.

Ways to Register

+1 310 598 7733 +1 323 446 7673 https://theinnovationenterprise.com/summits/fpa-mumbai/registration

Group Discount Offers

3 Silver Passes: $750 ($250 per attendee)5 Silver Passes: $1125 ($225 per attendee)3 Gold Passes: $1350 ($450 per attendee)5 Gold Passes: $2125 ($425 per attendee)

The Information

Registration Pricing

Silver Pass

$395Access to all Virtual Presentations,

Interactive Google Hangouts and One Years Access to IE Membership

$195Early Bird Price

(until August 23)

Gold Pass

$595Access to all Virtual Presentations,

Interactive Google Hangouts and One Years Access to IE Membership

$395Early Bird Price

(until August 23)

7 Schedule

Networking Drinks 17.00 - 19.00

November 1

Session One 08.30 - 10.00

Coffee Break 10.00 - 10.30

Session Two 10.30 - 12.00

Lunch 12.00 - 13.30

Session Three 13.30 - 15.00

Coffee Break 15.00 - 15.30

Session Four 15.30 - 17.00

Day Two

October 31Day One 08.30

10.00

10.30

12.00

13.30

15.00

15.30

17.00

19.00

08.30

10.00

10.30

12.00

13.30

15.00

15.30

17.00

Session Five 08.30 - 10.00

Coffee Break 10.00 - 10.30

Session Six 10.30 - 12.00

Lunch 12.00 - 13.30

Session Seven 13.30 - 15.00

Coffee Break 15.00 - 15.30

Session Eight 15.30 - 17.00

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Previous Sponsors

For sponsorship information contact Giles at ggodwinbrown@theiegroup.com

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NAME OF EACH ATTENDEE

TITLE OF EACH ATTENDEE DEPARTMENT

COMPANY INDUSTRY

ADDRESS CITY

STATE/PROVINCE ZIP/POSTAL CODE COUNTRY

EMAIL OF EACH ATTENDEE BUSINESS PHONE NUMBER

1. Delegate Information...

2. Pass Types...Early Bird Pass Options until 23 August 2013

Early Bird Silver: $195 Attendees ____ Early Bird Gold: $395 Attendees ____

Regular Pass Options after 23 August 2013 Silver Pass $395 Attendees ____ Gold Pass $595 Attendees ____

Pass Descriptions:One Day: Full Access to all virtual presentations on your chosen day of the conference.Silver Pass: Access to all virtual presentations, google hangouts and online networking events.Gold Pass: Access to all virtual presentations,google hangouts & annual subscription to IE. membership

Check (Make checks payable to The Innovation Enterprise Ltd) Invoice me

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CARD NUMBER EXPIRATION DATE SECURITY NO.

CARDHOLDERS NAME CARDHOLDER’S SIGNATURE

BILLING ADDRESS INDUSTRY

Prices are exclusive of VAT. Places are transferable without any charge to another Summit occurring within 12 months of the original purchase. Team discounts are applicable at the point of registration only. Any cancellations within a group registration will in turn incur an increase in registration fee for the remaining group participants. Cancellations before September 23 2013 incur an administrative charge of 50%. If you cancel your registration after September 23 2013 you will be charged the full fee. You must notify The Innovation Enterprise in writing of a cancellation, or you will be charged the full fee. The Innovation Enterprise reserve the right to make changes to the program without notice. NB: FULL PAYMENT MUST BE RECEIVED BEFORE THE EVENT.

Registration FormFP&A Innovation SummitOctober 31 & November 1, 2013 | Mumbai, IndiaFor registration or more information on the program, please call Rose on +1 (415) 992 5583, or fax this registration form to +1 (323) 446 7673

3. Payment Options...

AprilFP&A for High TechSummitApril 16 & 17San Francisco

Financial Forecasting & Planning Innovation Summit April 23 & 24London

FebruaryFinancial Forecasting & Planning InnovationSummitFebruary 19 & 20San Diego

OctoberFinancial Forecasting & Planning InnovationSummitOctober 22 & 23Shanghai

Financial Forecasting & Planning Innovation SummitOctober 29 & 30Mumbai

SeptemberFinance Transformation Summit September 10Boston

Financial Forecasting & Planning Innovation Summit September 10 & 11Boston

CFO InnovationSummit September 17 & 18London

MayFinance in Pharma & Healthcare SummitMay 14 & 15Philadelphia

FP&A for Consumer Goods Summit May 21 & 22Chicago

Partnership Opportunities: Giles Godwin-Brown | ggb@theiegroup.com | +1 415 692 5498 Attendee Invitation: Sean Foreman | sforeman@theiegroup.com | +1 415 692 5514

Retail

Flagship Summit

Expected Attendees

High Tech

CXO

Pharma & Biotech Healthcare

Consumer Goods

Finance 2014 CALENDAR

MarchCFO Innovation Summit March 12 & 13Boston

Corporate Finance Technology Summit March 12 & 13Boston

Outsourcing Innovation SummitMarch 12 & 13Boston

Financial Forecasting & Planning Innovation SummitMarch 25 & 26Hong Kong

DecemberBig Data in FinanceSummitDecember 3 & 4New York

What you get...• Access to over 1,000 hours of On-demand training on topics that are important to you, like S&OP, FP&A, Predictive

Analytics , Supply Chain, Strategic Planning, Inventory Optimization, Integrated Business Planning and more• Access to our extensive training library. Whenever your team needs to benchmark or gain some key actionable ideas,

they just watch a quick video.• Monthly newsletters with industry insights and important news - vital for up-to-date info and methodology.

Affordable. Cutting Edge. Convenient. Invest in innovative business education that will help you benchmark and validate current and future initiatives that can be leveraged to optimize business results and effective decision making. IE. membership content spans numerous industry sectors and includes presentations from many of the world’s leading companies.

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