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Rising East Summit Find the Path to Growth March 11 & 12, 2015 Hyatt Regency Miami Miami, FL

Rising East Summit - The Innovation Enterpriseie.theinnovationenterprise.com/eb/CFOEast2015.pdfOracle's Hyperion EPM Suite & SAP's Business Intelligence packages across Stanley Black

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Page 1: Rising East Summit - The Innovation Enterpriseie.theinnovationenterprise.com/eb/CFOEast2015.pdfOracle's Hyperion EPM Suite & SAP's Business Intelligence packages across Stanley Black

Rising East Summit Find the Path to Growth

March 11 & 12, 2015Hyatt Regency Miami

Miami, FL

Page 2: Rising East Summit - The Innovation Enterpriseie.theinnovationenterprise.com/eb/CFOEast2015.pdfOracle's Hyperion EPM Suite & SAP's Business Intelligence packages across Stanley Black

Keynote Speakers Include..

•CFO, Sprint Corporation•CFO, Walmart

•CFO, New York Jets

•VP, Finance, Zipcar•CFO, Pact

•CFO, UPS

Past Attendee Demographic

CFO’s popular Rising East Summit draws an audience of CFO’s and senior Executive finance professionals looking to learn the latest perspectives on the most vital aspects of finance today, including:

58%$9%$

8%$

11%$

3%$10%$

Job$%tles$

CFO$

VP$

Controller$

Director$

Manager$

Other$C;Level$$

8%#

22%#

12%#24%#

10%#

17%#

Annual&sales&volume&

$1*$9.99#mill#

$10*$49.99#mill#

$50*$99.99#mill#

$100*$499.99#mill#

$500*$999.99#mill#

$1#bill#+#

Who Will You Meet?

•Director, Finance, Terex•CFO, Tribune Publishing•CFO, Firehouse Subs•CFO, Vosges Chocolate•CFO, Blue Star•CFO, Finance Transformation, Stanley Black &

Decker

Page 3: Rising East Summit - The Innovation Enterpriseie.theinnovationenterprise.com/eb/CFOEast2015.pdfOracle's Hyperion EPM Suite & SAP's Business Intelligence packages across Stanley Black

CFO Publishing has been exploring the evolving role of the CFO, and the challenges they face for over 20 years. The summit will utilise our knowledge and extensive networks to bring together over 200 CFO’s and senior finance professionals for an industry, education driven event.

To cover the broad range of responsibilities a CFO faces, this summit will have a multi track format.

The first track - CFO Innovation - will explore how CFO’s can drive shareholder value and business performance.

The second track - Corporate Financial Technology - will look at how the CFO can utilize the latest technologies

The third track - Compliance and Risk Management - will look at ensuring international compliance and managing the changing risk landscape.

About The Summit

Confirmed Speaker Information

Presentation Topics Include:

• Financial Leadership & Talent Development• Preparing Finance for the Data Driven Enterprise• Selecting & Implementing the Correct Technologies• Business Partnering• Corporate Venturing and International Expansion• The Digital CFO• Compliance and After Tax Performance& many more...

Expected Attendee Numbers: 200+Expected Exhibitors: 25+Expected Speakers: 35+

Brian FriedmanCFONew York Jets

Brian Friedman is the Chief Financial Officer of the New York Jets. He is responsible for all strategic and financial planning for the Jets, daily accounting operations for the team, financial oversight of the team’s interests in MetLife Stadium, and all internal and external reporting to the NFL and various other agencies.   In addition he oversees i n f o r m a t i o n t e c h n o l o g y a n d p r a c t i c e f a c i l i t y operations. Prior to joining the Jets, Friedman was the chief financial officer of Blissworld, LLC, the owner and operator of Bliss spas and seller of a full line of skin care products.

Technology Developments at the Jets and how They Are Driving Business Strategies.

Brian will discuss the technological developments that have been implemented at the New York Jets, and how they are driving the development at the team. He will demonstrate, how he as a CFO is helping to drive the technological developments and Brian's presentation will lead onto a discussion on the role of the CFO as a business partner.

Using Data and Analytics to Drive Decision Making

The Sears finance function is investing heavily in advanced analytics processes and tools, and integrating data science into the finance function. Learn how this allows the CFO of Sears Home Services to improve decision making.

Brian KanerCFO, Retail ServicesSears

Brian Kaner is the CFO & COO of Sears Home Services. Prior to this role, Brian was President of Stanley Security Europe, and held full P&L responsibility for the Nordic Region. Throughout his career at Stanley Black & Decker, Brian has held various CFO roles in their Security Solutions, Mac Tools & Speciality Tools Divisions and Brian advanced through the firms financial leadership structure, having started as a Global FP&A Manager and progressing to Global Operations Controller. Prior to Stanley Black & Decker, Brian worked at GE Plastics. 

Page 4: Rising East Summit - The Innovation Enterpriseie.theinnovationenterprise.com/eb/CFOEast2015.pdfOracle's Hyperion EPM Suite & SAP's Business Intelligence packages across Stanley Black

Lori BondarCAOAvery Dennison

Vincent Burchianti, Chief Financial Officer, Firehouse of America, LLC (FOA), protects the core financial model for Firehouse Subs, a debt free company which grossed $443 million in 2013 and opened 155 new restaurants the same year. THe served as Vice President of Finance and Technology for four years and was promoted to Chief Financial Officer in 2011. Burchianti’s focus is on financial wellness and growth, ensuring Firehouse Subs restaurant owners maximize their return on investment.

Vince BurchiantiCFO, Firehouse Subs

Is the CFO Superseding the COO?

The COO of Firehouse Subs has recently resigned. Instead of hiring a new COO, the operational responsibilities of the company will now be split between Vince, the CFO and the CEO. Along with the recent departure of the COO of McDonald's, does this mark the decline of the COO? Vince will discuss how he is taking on operational responsibilities at Firehouse Subs, and the benefits and costs of having operations consolidated into other business units.

Global Trade Management

International trade can be complex. The laws and regulations that govern the process of exportation and importation are commonly referred to as trade compliance.  Unfortunately, there isn’t a single set of global trade rules. In some cases, there isn’t a single set of rules within a country and the same item can be subject to varying trade regulations depending on which other country is involved.   At a minimum, importers and exporters are usually required to document the nature and value of cross-border shipments. Failure to comply may lead to product confiscation, penalties, and imprisonment.   In order to successfully comply, many functions within the organization must have the capabilities and capacity to comply.   This discussion will provide an overview of an organizational and strategic approach for trade compliance as well as an overview of the major areas of regulatory requirements.

Lori currently serves as Vice President, Controller and Chief Accounting Officer at Avery Dennison Corp, a $6B global company headquartered in Glendale, CA.  She’s responsible for SEC and Financial Reporting, Global Controllership and SOX (including several SSC and BPO operations), and Global Trade Compliance. Prior to joining Avery Dennison in 2008, Lori held positions including Chief Financial Officer of Acetex Corporation, a Vancouver, B.C. based publicly traded commodity chemicals company, divested to Celanese Corporation in 2005; Vice President and Controller for NOVA Chemicals’ Styrenics business headquartered in Pittsburgh; Vice President Market Risk Management for TransCanada Energy (energy products trading) and Vice President Strategic Planning for TransCanada, both headquartered in Calgary, Alberta.

Jonathan is an accomplished, strategic and results driven executive finance leader/CFO. Extensive experience in directing the overall financial and accounting operations of a diverse spectrum of industries and business models. Successful in driving value creation by visioning and executing on forward-looking requirements and delivering near-term results. Global perspective and direct international experience in Western Europe.

Having a Strategic Financial Plan to Closely Monitor Your Corporate Performance

Jonathan’s presentation will cover the integration and  alignment of the various key performance metrics that are used at Walmart. He will discuss how CPM Frameworks &   KPM’s are used in a dynamic environment, and the ability   of Walmart to be agile enough to flex with the dictates of   business model changes, goals, objectives, human and   financial capital, management process changes,   governance and changes amongst competitors, suppliers  and customers. All of these performance metrics need to   be aligned with the organizational spheres of influence -   such as the need to form alignment with treasury and   capital design structures, risk management frameworks   and sales vs profit prioritization discussion.

Jonathan HallCFO, ServicesWalmart

Page 5: Rising East Summit - The Innovation Enterpriseie.theinnovationenterprise.com/eb/CFOEast2015.pdfOracle's Hyperion EPM Suite & SAP's Business Intelligence packages across Stanley Black

Craig is leading a global finance transformation program, consisting of over 50+ Finance & IT professionals to deploy Oracle's Hyperion EPM Suite & SAP's Business Intelligence packages across Stanley Black & Decker to enable the transformation of our global planning & reporting processes. Craig has developed a comprehensive strategy to deploy Tier 1 planning & forecasting practices to Stanley's global Finance organization and has led evaluation and selection of global technology suite consisting of Oracle's Hyperion EPM & SAP's BI / Business Objects toolsets.

Craig BaldinoCFO - Finance TransformationStanley Black & Decker

Mauro Echeverri, CPA has worked for over 15 years with global corporations like NCR, Tyco, Louis Vuitton and currently at Swarovski. His major concentration is financial management, process improvement, transformation, consolidation and Shared Service Centers build up. Currently, he is the Head of Operations in Finance and Administration for Latin America at Swarovski where he oversees the Finance and Operations activities for the region. Prior to joining Swarovski he was the CFO & Controller at Louis Vuitton for South America and the Caribbean where he built a regional office and a Shared Service Center to manage those regions. Before that he spent 8 years at Tyco where he played large roles in initiatives in controlling, financial planning, sales growth, restructuring and reengineering projects.  

Maura EcheverriHead of FinanceSwarovski

Stanley Black & Decker’s Finance Transformation Journey

Craig will share Stanley Black & Decker's finance transformation journey, and how Stanley Black & Decker is  deploying Oracle's Hyperion EPM Suite & SAP's Business Intelligence packages to enable the transformation of our global planning & reporting processes.

Steven A. Storch is CFO of Imagem Music US. Imagem is the world’s #1 independent music publishing company and   owns the Rodgers and Hammerstein Organization as well   as Boosey & Hawkes, the #1 Classical Music company.   Storch is a music industry veteran, starting at CBS Records   in 1987. From 2004-2008 , he was CFO of Sony/ATV Music   Publishing, (a joint venture between Sony and the estate of  Michael Jackson) which owns the Beatles catalog. At Sony   he led the acquisitions of Famous Music, the Leiber/Stoller  and Bon Jovi catalogs. During his tenure, Sony/ATV  doubled its global market share. Storch is a CPA and   received an MBA from Rutgers Business School. He is a   Certified Valuation Analyst and a guest lecturer at the NYU Clive Davis School of Recorded Music.

From Valuation to Integration: The Evolving Hands on Role of the CFO in Mid-Size M&A Transactions

The role of the CFO has grown tremendously over the last several years when it comes to mid-size M&A transactions.  In an effort to keep transaction costs down and increase the speed to completion, the CFO has taken on an increasingly hands-on analytical and operational role.   From the valuation process, to due diligence and ultimately integration, the responsibilities of the CFO and his or her in-house team have expanded – often with less reliance on third party advisors.   As a CFO having been involved in numerous transactions over the last several years, I will discuss some of my observations on the process.

Steven StorchCFOImagem Music

Finance Transformation and Shared Service Center Implementation

Mauro will discuss how Swarovski is using global shared service centers to improve the productivity and efficiency of finance at Swarovski, and how shared services are contributing to the overall finance transformation project.

Page 6: Rising East Summit - The Innovation Enterpriseie.theinnovationenterprise.com/eb/CFOEast2015.pdfOracle's Hyperion EPM Suite & SAP's Business Intelligence packages across Stanley Black

Joel oversees the functions of Field Finance (U.S. and Canada), Commercial Finance, Financial Planning & Analysis, Financial Reporting and Shared Services Accounting. After beginning his career at Sysco as a Staff Auditor in 1996, Joel was promoted to Assistant Manager-Operations Review in 1999. He moved to Sysco Austin in 2000 as Controller, was promoted to Vice President-Finance and CFO-Sysco Chicago in 2002, and became Vice President-Finance and CFO of Sysco Canada in 2007. He was promoted to Corporate Vice President and President-Sysco Canada in 2010 and then became Senior Vice President-Foodservice Operations, North Region in 2012.

Joel GradeChief Accounting OfficerSysco

Developing the Finance Function into a Business Organization

The pace of change in business is accelerating at an ever increasing rate. The need for accurate, timely and relevant information to make decisions has never been greater. It is paramount that finance functions of today develop a deep connection with the business in order for companies to navigate the increasingly fast paced, complex and global marketplace. This discussion will focus on the critical interconnectivity between finance functions of today and the business and the need for financial leaders to evolve the function from its more traditional roles to a driver of strategy, change and bottom line results.The presentation will also incorporate some tangible examples of how the finance function has developed at Sysco.

Shiwali Varshney is the CFO of Vosges Haut-Chocolat, an artisan chocolate manufacturer that encourages you to travel the world through chocolate. Vosges Haut-Chocolat’s intriguing chocolate creations are made with the finest ingredients from around the world, sourced by Founder and Chocolatier Katrina Markoff.   In the CFO role, Shiwali manages the Company’s day-to-day financial operations and long-term planning.   Prior to joining Vosges, Shiwali worked at AlixPartners a full service consulting firm helping companies increase profitability, finding efficiencies, and reducing complexity.

Managing Growth Through Key Performance Indicators

Companies in growth phase regularly face the tough choices around when to add costs, seek investment, and build processes. CFOs can take a significant role in the processes by setting KPIs and measuring progress against them to ensure Company’s continued and sustainable growth. Shiwali will demonstrate how she is setting growth priorities, building KPIs and building a high performance team at Vosges Chocolate.

Shiwali VarshneyCFOVosges Chocolate

Disastrous Mergers & Acquisitions: Past Deal Pitfalls and How You Can Avoid Them

Companies spend over $2 trillion on acquisitions each year, yet studies have consistently shown M&A failure rates between 70 and 90 percent. Transactions often fall short because executives fail to match candidate firms to their expectations. In this session, attendees will explore the common factors that led to botched M&A deals by some of their favorite household names, and engage in an interactive discussion on how to best avoid becoming a victim of disastrous M&A. Christopher Geier is partner-in-charge of Sikich Investment

Banking and chief executive officer of Sikich Corporate Finance, where he leads the overall financial, strategic and operational direction of the Investment Banking organization. Prior to joining Sikich Investment Banking, Chris founded GEI Capital, a distressed private equity and turnaround consulting firm, and GEI Advisory, an international mergers and acquisitions advisory and management consulting firm.

Sarah is the general counsel at Sikich, acting as the firm’s chief legal officer and managing all regulatory matters related to the firm’s numerous practice areas. Specifically, she focuses on risk assessment as Sikich continues to grow and acquire other companies.

Christopher Geier CEO - Corporate FinanceSikich LLP

Sarah HarrisGeneral CounselSikich LLP

Page 7: Rising East Summit - The Innovation Enterpriseie.theinnovationenterprise.com/eb/CFOEast2015.pdfOracle's Hyperion EPM Suite & SAP's Business Intelligence packages across Stanley Black

Javier Ramirez is the CFO for BlueStar Latin America which is a distribution leader of technology solutions within the AIDC, Mobility, Point of Sale, RFID, and Security industries within the Latin American markets.   Javier has extensive experience managing revenues, costs, M&A transactions, turn-arounds, system implementations and capital investments for top 500 fortune companies such as Yahoo! and Stryker; and also, he has leaded teams at successful privately held organizations such as BankAtlantic, AlphaStaff, and BlueStar.

Javier RamirezCFOBlue Star

Matt is the Chief Financial Officer of PlaceIQ. He was previously CFO of Persado and prior to that CFO and Vice President of Sales Operations at Magnetic Media Online, a provider of digital advertising technology. Prior to Magnetic, Matt spent past six years in both finance and sales operations at AOL. While at AOL, Matt held numerous positions where he was charged with everything from analyzing sell-through rates and CPMs, to organizing sales expenditures and revenue. Before AOL, Matt worked as a business consultant at IBM in the government projects group.

Matt NovickCFOPlaceIQ

The Transformation of Finance Through Technology

Matthew Novick will share his experiences of transforming Finance through technology. He will discuss how the finance function can be scaled alongside the growth of the enterprise, and the importance of building teams with the correct skill sets. Matt will also discuss data driven forecasting and how finance can take advantage of advanced business intelligence tools. 

Globalization and Open Source Processes

Globalization and “open source” processes have facilitated the access of multiple sets of data and increased the need for companies to act quickly in order to complete, increase customer service levels, maintain correct inventory, consolidate financials faster, access accurate KPI metrics, etc.  However, many organizations are still behind the curve causing a lot of pressure to their bottom lines, and sometimes stressing the companies to re-structure affecting their long term goals & growth.   So, it is extremely important that today CFOs take active role within organizations by carefully review the company’s current strategies and re-design them by including a lean & cost effective approach with the help of new financial technologies and functional teams. 

Rich WagnerCEOPrevedere

Providing New, Better and Faster Information with Predictive Analytics

In this presentation we will discuss how leading companies are using predictive analytics to identify leading drivers of   business results from external Big Data. According to a recent survey the top priority for finance executives is managing and analyzing data and we will discuss the  successful results of Big Data Predictive Analytics from c a s e s t u d i e s a c r o s s i n d u s t r i e s s u c h a s manufacturing,   construction, retail /consumer goods and investment firms. Our examples include how companies are leveraging  macro and microeconomic data, demographics, weather, and social data in new ways to build highly accurate predictive models for each area of their business.   

Rich Wagner is the founder and CEO of Prevedere, Inc. a leading SaaS based Predictive Analytics Software provider. As a former Executive in Information Technology and as a Director of Corporate Reporting in a large manufacturing company his responsibilities included installing ERP Systems, Data Warehouse Solutions   and Business Intelligence Platforms in Fortune 500 Global Companies. His most recent corporate role included developing and implementing corporate strategies for Executive Portals and Business Intelligence Dashboards for Finance and key decision makers across the enterprise. Rich’s education includes a Bachelor of Arts degree from The Ohio State University and a Master’s in Business Administration and Information systems.

Page 8: Rising East Summit - The Innovation Enterpriseie.theinnovationenterprise.com/eb/CFOEast2015.pdfOracle's Hyperion EPM Suite & SAP's Business Intelligence packages across Stanley Black

Bob KolodgyCFOBlue Cross Blue Shield

With more than 30 years’ experience in bringing together finance and IT across renowned companies such as Deloitte and PwC, Earl Kiesel brings a rich track-record of successfully implementing the systems, structures and processes the CFO office needs to generates value for the business; and not just numbers.   At Daiichi Sankyo (DSI), Earl is currently responsible for the financial reporting of the consolidated, product, project and functional specific financial results to the management, for their assessment and performance reviews.   He also proves SAP IT leadership and support for the financial organization.

Earl KieselSr. Director, Financial ReportingDaiichi Sankyo

The CFO Office in 2015: Eliminating the Barriers to Making an Impact

Earl Kiesel shares his experience successfully breaking down the traditional (Excel-driven, error-prone, low governance) barriers faced by the CFO office in adding value and making an impact to the business. Rather than continuing to simply “produce numbers”, Earl implemented a holistic vision combining a financially intelligent “single point of insight” (data + narrative) EPM web-based and mobile reporting solution with an innovative new governance board.

Accelerating Change: How the BCBS System is Driving Healthcare Transformation

Health reform and shifting market dynamics have spurred unprecedented change in the healthcare industry. While more Americans have access to healthcare, they are also increasingly accountable for their healthcare choices. Blue Cross and Blue Shield companies across the country are advancing innovations that aim to improve health while containing healthcare costs. Today, more than 25 million Blue Cross and Blue Shield members are covered by new models that place the patient at the center of care and reward doctors and hospitals not for the volume of care they provide, but rather for the quality and outcomes they deliver. Blue Cross and Blue Shield companies are also bringing to market new capabilities and insights that empower consumers with the information they need to make the best healthcare decisions for themselves and their families.

John BeallCFOBrazos Rock

Implementing ERP in a Fast Growth Environment

With any ERP implementation there are opportunities and challenges, but in a fast growth environment, there are unique situations. Advantages of adoption early in the business maturity model, acceptance and expectations of change offset the problems of resource availability, analysis paralysis and the every constant possibility of failed implementation. If these challenges can be overcome, the benefits to the organization can be immense and provide a road map to growth over the long term and a successful template for future organizational changes.

John Beall manages accounting/finance, IT, operational accounting and administration functions of Brazos Rock. He advises the CEO & Owners on organizational structure, strategic initiatives, personnel changes and various other growth management plans. John is currently leading ERP implementation of Viewpoint with the aide of outside consultants and manages banking relationships, investor relations, outside auditors and tax firms, legal and other executive duties.

Robert J. (Bob) Kolodgy is Senior Vice President Financial Services and Government Programs nd Chief Financial Officer of the Blue Cross and Blue Shield Association (BCBSA), a national federation of 37 independent, community-based and locally operated Blue Cross and Blue Shield companies. The Blue System is the nation's largest health insurer covering nearly 100 million people – one-in-three of all Americans. It is the largest single processor of Medicare claims in the nation, and holds the world's largest privately underwritten health insurance contract – the 5.2-million-member Federal Employee Program (FEP).

Page 9: Rising East Summit - The Innovation Enterpriseie.theinnovationenterprise.com/eb/CFOEast2015.pdfOracle's Hyperion EPM Suite & SAP's Business Intelligence packages across Stanley Black

CFO Rising East SummitDate: March 11 & 12 2015Location: Miami, FloridaSpecific Venue: Hyatt Regency Miami, 400 Southeast 2nd Avenue, Miami, FL 33131

For 1 day passes, larger groups or special requests contact Simi Garcha by calling +1 415 992 6362 or email [email protected]* Team discounts are applicable at the point of registration only.

Ways to Register

+1 415 992 6362 +1 323 446 7673 Click Here to Register

Group Discount Offers3 Silver Passes: $3300 ($1100 per attendee)5 Silver Passes: $4750 ($950 per attendee)3 Gold Passes: $4200 ($1400 per attendee)5 Gold Passes: $6250 ($1250 per attendee)3 Diamond Passes: $4800 ($1600 per attendee)5 Diamond Passes: $7250 ($1450 per attendee)

ht TI L

Silver Pass

$1595Access to all sessions.

7 days access to presentations from the

summit via ieOnDemand

$1395Early Bird Price(before Jan 16)

Diamond Pass

$2095Access to all sessions, networking events, annual subscription to all

content on the Finance & CFO channels via ieOnDemand

$1895Early Bird Price(before Jan 16)

Gold Pass

$1895Access to all sessions, networking

events & unlimited access to presentations from the summit via

ieOnDemand

$1695Early Bird Price(before Jan 16)

1 Day Pass

$895Full access to the sessions to your chosen day of the summit, 7 days

access to presentations from the summit via ieOnDemand

7 dayonline access to event materials

On-Demand

$600Unlimited access to presentations from the summit via ieOnDemand

including presentations, interviews & the ability to contact speakers

Access to IE.membership siteto view the event

materials

The Information

Registration Pricing

Page 10: Rising East Summit - The Innovation Enterpriseie.theinnovationenterprise.com/eb/CFOEast2015.pdfOracle's Hyperion EPM Suite & SAP's Business Intelligence packages across Stanley Black

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

2. Pass Types...

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

Visa Mastercard American Express Diners Club Discover

CARD NUMBER EXPIRATION DATE SECURITY NO.

CARDHOLDERS NAME CARDHOLDER’S SIGNATURE

BILLING ADDRESS INDUSTRY

Places are transferable without any charge to another Summit occurring within 12 months of the original purchase. Team discounts are applicable at the point of registration only. Any cancellations within a group registration will in turn incur an increase in registration fee for the remaining group participants. Cancellations before February 9, 2015 incur an administrative charge of 50%. If you cancel your registration after February 9, 2015 you will be charged the full fee. You must notify CFO Publishing in writing of a cancellation, or you will be charged the full fee. CFO Publishing reserve the right to make changes to the program without notice. NB: FULL PAYMENT MUST BE RECEIVED BEFORE THE EVENT.

Registration FormCFO Rising East SummitMarch 11 & 12, 2015 | Hyatt Regency Downtown | Miami, FLFor registration or more information on the program, please call Simi on +1 415 992 6362, or fax this registration form to +1 323 446 7673

3. Payment Options...

Early Bird Pass Options until January 16, 2015 Early Bird Silver: $1395 Attendees ____ Early Bird Gold: $1695 Attendees ____ Early Bird Diamond: $1895 Attendees ____

Regular Pass Options after January 16, 2015 Silver Pass: $1595 Attendees ____ Gold Pass: $1895 Attendees ____ Diamond Pass: $2095 Attendees ____

Group Discount Pass Options 3 Silver Passes $3300 ($1100 per attendee) 5 Silver Passes $4750 ($950 per attendee) 3 Gold Passes $4200 ($1400 per attendee) 5 Gold Passes $6250 ($1250 per attendee) 3 Diamond Passes $4800 ($1600 per attendee) 5 Diamond Passes $7250 ($1450 per attendee)

For larger groups or special requests contact Simi Garcha by calling +1 415 992 6362 or email [email protected] passes only available when all participants register together.

Pass Descriptions:Silver Pass: Access to CFO sessions & networking events. 7 days access to ieOnDemandGold Pass: Access to CFO sessions, networking events & unlimited access to ieOnDemandDiamond Pass: Access to CFO sessions, networking events, annual subscription to all content on the CFO & Finance channels via ieOnDemand

Page 11: Rising East Summit - The Innovation Enterpriseie.theinnovationenterprise.com/eb/CFOEast2015.pdfOracle's Hyperion EPM Suite & SAP's Business Intelligence packages across Stanley Black

Schedule March 11

Networking Drinks 17.30 - 19.00

Session 1 : Keynote Presentations 08.30 - 10.45

Coffee Break 10.45 - 11.15

Lunch 13.00 - 14.00

Coffee Break 16.00 - 16.30

Day One 08.30

10.45

11.15

13.00

14.00

16.00

16.30

17.30

19.00

Track 1: CFO Innovation Track 2: Corp Finance Tech

Session 4:

CFO Innovation

Track 3: Compliance & Risk

Session 2 : WorkShops 11:15 - 13:1012.00

Session 4: Risk Management

Session 4:

Corp Finance Tech

Session 5:

CFO Innovation

Session 5:

Risk Management

Session 5:

Corp Finance Tech

Page 12: Rising East Summit - The Innovation Enterpriseie.theinnovationenterprise.com/eb/CFOEast2015.pdfOracle's Hyperion EPM Suite & SAP's Business Intelligence packages across Stanley Black

Schedule March 12

Session 1 : Keynote Presentations 08.30 - 10.00

Lunch 13.10 - 14.10

Departure Coffee 16.30

Day Two08.30

10.45

11.15

13.00

14.00

16.30

Track 1: CFO Innovation Track 2: Corp Finance Tech

Session 5:

CFO Innovation

Track 3: Compliance & Risk

12.00

Session 5: Risk Management

Session 5:

Corp Finance Tech

Session 2 : Workshops & Roundtable Sessions 11:35-1.10

Page 13: Rising East Summit - The Innovation Enterpriseie.theinnovationenterprise.com/eb/CFOEast2015.pdfOracle's Hyperion EPM Suite & SAP's Business Intelligence packages across Stanley Black

For sponsorship information contact Abigail at: [email protected]

Sponsorship

Sponsors Include:

Sponsorship packages range in price and are customizable to your goals.

Options can include:

• Keynote presentation to the entire audience• Roundtable sponsorships• Workshop sponsorships or case study presentations• Event exhibit space

Gold Sponsor Silver Sponsor

Silver Sponsor

Workshop Sponsor Workshop Sponsor

Silver SponsorSilver Sponsor

Workshop Sponsor

Gold Sponsor

Page 14: Rising East Summit - The Innovation Enterpriseie.theinnovationenterprise.com/eb/CFOEast2015.pdfOracle's Hyperion EPM Suite & SAP's Business Intelligence packages across Stanley Black

Sponsorship

Roundtable Sponsor

Exhibitor ExhibitorCoffee Break Sponsor

Networking Drinks SponsorPanel Sponsor

Exhibitor

Panel Sponsor

Exhibitor Exhibitor

Workshop SponsorWorkshop Sponsor

Page 15: Rising East Summit - The Innovation Enterpriseie.theinnovationenterprise.com/eb/CFOEast2015.pdfOracle's Hyperion EPM Suite & SAP's Business Intelligence packages across Stanley Black

Sponsorship

Exhibitor

ExhibitorExhibitor Exhibitor

ExhibitorExhibitor

Exhibitor Associate Sponsor

Exhibitor

Page 16: Rising East Summit - The Innovation Enterpriseie.theinnovationenterprise.com/eb/CFOEast2015.pdfOracle's Hyperion EPM Suite & SAP's Business Intelligence packages across Stanley Black

2015 Calendar

CFO Consumer Goods Pharma & BiotechHigh Tech RetailCXOIE Summit Healthcare

January Expected Attendees DateCorporate Performance Management Summit New York 150+ January 28 & 29, 2015FebruaryFP&A Innovation Summit San Diego 250+ February 18 & 19, 2015MarchCFO Rising East Summit Miami 300+ March 11 & 12, 2015AprilFP&A for High-Tech Summit San Francisco 150+ April 8 & 9, 2015Financial Forecasting & Planning Summit London 150+ April 8 & 9, 2015FP&A Innovation Summit Hong Kong 150+ April 23 & 24, 2015JuneCorporate Performance Management West Summit San Diego 150+ June 17 & 18, 2015SeptemberFP&A Innovation Summit Boston 250+ September 9 & 10, 2015Treasury Management Summit Boston 150+ September 9 & 10, 2015Risk Management Summit Boston 150+ September 9 & 10, 2015Compliance & Regulation Summit Boston 150+ September 9 & 10, 2015CFO Rising Europe Summit London 150+ September 17 & 18, 2015OctoberCFO Rising West Summit San Francisco 300+ October 22 & 23, 2015NovemberController Summit Boston 150+ November 12 & 13, 2015CFO Playbook for Private Companies Summit Miami 150+ November 19 & 20, 2015

SponsorshipOpportunities

Giles [email protected]

+1 (415) 692 5498 US+44 (207) 193 0386 UK

Delegate Invitations

Sean [email protected]

+1 (415) 692 5514 US+44 (207) 193 1655 UK