Finance and Strategy Cube

Conference Agenda

Tuesday,
14 September
Wednesday,
15 September
Thursday,
16 September
CPE Credit

Executive Meetings—Closed sessions for registered Members only

12:00 p.m.–
6:00 p.m.
- Research & Technology Executive Council, Thought Leader Session
  CTO Innovation Summit: How to Succeed as an Innovator in the 21st Century
Executive Meetings—Closed sessions for registered Members only

1:00 p.m.–
6:00 p.m.
- Real Estate Executive Board, Thought Leader Session
  Aligning with HR and IT to Deliver the Right Product to the Business
Opening Reception

6:00 p.m.

Registration Open

7:00 a.m.
Executive Meetings—Closed sessions for registered Members only

8:00 a.m.–
12:00 p.m.
- CFO Executive Board
  Deliver Profitable Growth in an Unbalanced Recovery
- Audit Director Roundtable
  Build the Audit Plan from the Company’s Strategic Objectives
- Controllers’ Leadership Roundtable
  The Controllers’ Role in Finance Transformation
- Research & Technology Executive Council, Thought Leader Session
  CTO Innovation Summit: How to Succeed as an Innovator in the 21st Century
- Real Estate Executive Board, Thought Leader Session
  Aligning with HR and IT to Deliver the Right Product to the Business
- Finance Leadership Exchange
  Charting a Return to Growth
- Procurement Strategy Council
- Corporate Strategy Board
  Kindle Growth in a Fledgling Recovery
Opening Lunch and Keynote Presentation

12:30 p.m.
- Sara Mathew, President and CEO, D&B
Insight Sessions with Our Sponsors

2:00 p.m.
- IBM
  The New Value Integrator: Insights from the 2010 Global CFO Study
- Carl Nordman, Associate Partner with IBM’s Global Business Services (GBS) Institute for Business Value (IBV)
- Host Analytics
  The Cloud and the CFO
- MetLife
  Moments of Opportunity: Perspectives on Managing Defined Benefit Pension Risk
- Ariba
  Collaborative Finance Management: A Better Way to Manage Cash
- NYSE
  A View from Washington—Impact of Financial Services and Market Structure Regulations on Public Companies
- Clarke D. Camper, Senior Vice President and Head of Government Affairs at NYSE Euronext
Seminar Sessions

3:00 p.m.
- Reform: Financial Services Reform and Its Impact (Part I)
  1 CPE Credit
  A look at financial services reform and its impact on the financial services industry and others.
- Douglas Elliott, Fellow, Economic Studies, Initiative on Business and Public Policy, Brookings Institute
  Paul Equale, President Equale & Associates
- Risk: Balance Risk and Reward in Executive Pay
  1 CPE Credit
  Learn how companies can align incentives to encourage appropriate risk taking and appease shareholders, employees and the government.
- Ira T. Kay—Managing Partner, Ira T. Kay & Co.
  Charles G. Tharp, Ph.D.—Executive Vice President for Policy, Center On Executive Compensation
- Growth: Has the Recovery Lost Steam?
  1 CPE Credit
  Selected panelists will be invited to share their perspectives on US economic growth versus double-dip recessions and other macroeconomic indicators, and the implications of a few scenarios on business decisions and what companies should consider regardless of a double-dip recession.
- Robert Hull, CFO, Lowe’s Companies, Inc.
Seminar Sessions

4:15 p.m.
- Reform: Financial Services Reform and Its Impact (Part II)
  1 CPE Credit
  A look at proposed reform and its impact on the fi nancial services industry and others and what unintended consequences may impact your business operations.
- Bradley Bondi, Counsel to Commissioner, Securities and Exchange Commission and Adjunct Professor of Law, Georgetown Law Center and George Mason School of Law
  Charles J. Clark, Partner, Kirkland & Ellis LLP
- Risk: Trends in Ensuring Compliance and Combating Fraud
  1 CPE Credit
  A discussion around how companies can best create a culture of compliance and ensure they are establishing the best anti-fraud measures both domestically and abroad.
- Dr. Martin T. Biegelman, CFE, CCEP, Director of Financial Integrity, Microsoft Corporation
  Daniel Currell, Managing Director, Legal and Compliance Practice, The Corporate Executive Board
- Growth: Managing the Portfolio in a Complex Economic Recovery
  1 CPE Credit
  The current economic climate demands companies invest in principled growth bets that will prepare them for recovery. This requires facilitating a lean process that includes generating ideas from across the organization and external sources, including partnering and joint venturing. Adaptive growth strategy provides quicker answers to surface promising ideas, conduct faster and cheaper experiments and allocate portfolio choices according to the strategically aligned criteria.
Cocktail Reception in the Exhibit Area

5:15 p.m.
- An opportunity to discuss insights from the day with fellow attendees over a glass of wine and appetizers.
Force of Ideas Awards Presentation and Dinner

7:00 p.m.
- The Force of Ideas Awards recognizes corporations for the design and implementation of exemplary business ideas that fundamentally redefine best demonstrated practices and create sustainable, measurable value for both internal and external stakeholders or advance the development of professional communities.
- Request an Application.
Force of Ideas Awards Dessert, Coffee, and Cocktail Reception

8:30 p.m.
- Join the Force of Ideas Awards Winners for a cocktail and dessert.

Registration Open

7:00 a.m.
Breakfast

7:00 a.m.
Breakfast Roundtable Session

7:15 a.m.
- Acorn Performance Group
  Customer and Product Profitability
- Acorn Performance Group
  Shared Services Management, Cost Allocation, and Chargeback
- IBM
  Developing Talent to Position Finance as a Trusted Business Advisor
- Kim Blomker, Director for Finance Talent Development Programs, IBM Corporation
- IBM
  Enterprise Risk Management
- Natalia Ruderman, VP for Financial Risk Assessment, IBM Corporation
- Metlife
- NYSE
- Metlife
- Approva
  Financial Controls Transformation
Keynote Interview with Mr. Tony Blair, Former Prime Minister of Great Britain and Northern Ireland

8:00 a.m.–
9:15 a.m.
- Looking Ahead in the World Marketplace
Seminar Sessions

10:00 a.m.
- Reform: Tax Reform—A View from Washington (Part I)
  1 CPE Credit
  Shaping Fundamental Tax Reform—A Proposed Framework
- Eric Solomon, Principal, National Tax Practice, E&Y
  Phil West, Partner, Steptoe & Johnson, LLC
- Growth: Rethinking Emerging Markets
  1 CPE Credit
  The discussion will explore how the BRICs are quickly maturing, and how MNCs should frame growth opportunities in the new emerging markets.
- Ann Grant, Vice Chairman, Standard Chartered Bank
  Sanjay Purohit, Vice President and Head, Corporate Planning and Business Assurance, Infosys Technologies
  Dr. Roman Cech, Associate Professor of Economics and Finance, Longwood University
  Ms. Zlatica Kraljevic, Dean of Institutional Relations, Prince Mohammed Bin Fahd University of Saudi Arabia
Seminar Sessions—Choose 1 of 3:

11:00 a.m.
- Reform: Tax Reform—A View from Washington (Part II)
  1 CPE Credit
  Reconciling the government’s need for revenue with the need for competitive tax policy, featuring representatives from the Government/Administration
- Mark Prater, Minority Tax Counsel, Senate Finance Committee, United States Senate
  Melissa Mueller, Tax Counsel, House Ways and Means Committee, United States House of Representatives
- Risk: Future Trends in Risk Management
  1 CPE Credit
  A look at trends in risk management and how organizations are moving it beyond a “have-to-do” activity and getting the most value from their ERM systems.
- Ron Dietz, Audit Committee Chair, Capital One
  Robert Tenczar, Senior Director, Enterprise Risk Management, Microsoft Corporation
  Larry Warner, Audit Committee Chair, Mars Inc.
- Growth: Steering Investors through a Tumultuous Return to Growth
  1 CPE Credit
  Best practices in communicating the growth strategy to investors and managing for impact and alignment
- Lynn Tyson—Senior Vice President Investor Relations, PepsiCo Inc.
  Rob Williams—Director, Investor Relations, Dell Inc.
Closing Lunch and Keynote Presentation

12:15 p.m.
- Ann Grant—Vice Chairman, Standard Chartered Bank
Executive Meetings—Closed sessions for registered Members only

2:00 p.m.–
5:00p.m.
- Audit Director Roundtable
  Build the Audit Plan from the Company’s Strategic Objectives
- Tax Director Roundtable
  Tax Reform Summit
- Treasury Leadership Roundtable
  Treasury’s Role in Driving Growth in an Era of Capital Scarcity
- Investor Relations Roundtable
  Improving Investor Decision-Making: Addressing Investor Assumptions
- Risk Integration Strategy Council
- Real Estate Executive Board
  Aligning with HR and IT to Deliver the Right Product to the Business
Audit Committee Leadership Forum

2:00 p.m.–
5:00p.m.
- The TAI Group—Delegates must be registered specifically for this session to attend
  Register now

Earn up to FOUR CPE Credits for this event

The Corporate Executive Board is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org

Financial Service Reform Part 1 and II (1 CPE Credit each)
Financial Services Reform could have tremendous impact on funding costs, cash usages, and hedging strategies and considerations. An overhaul of the financial system will impact almost every company, regardless of industry. Join this panel discussion to better understand the likely implications of the Financial Reform Bill, the global impact of the proposed regulation, and what steps progressive companies are taking to prepare.