Controller Summit Insights into the changing role and

responsibilities of the Finance Controller

December 3 & 4, 2014Westin Copley Place

Boston, MA

Confirmed Speakers Include

• CAO, Ameresco• Corporate Controller, American Tower• Controller, Marketing, Dell• Corporate Controller, Primerica• CFO, Dentistry for Children• Director, Program Management, Pratt• CFO, Digital Lumens• CFO, KayoPharm Therapeutics• Director, Finance Transformation,

Blackline Systems

• Corporate Controller, Heineken• Controller, Central America, Microsoft• VP, Finance, EMC Corporation• Plant Controller, Pratt Engineering• CFO, UpToDate, Wolters Kluwer• Sr Director, Finance, Microsoft• Controller, CAISO• Co-Founder, CFGI• Controller, DAAR Engineering

Confirmed Speakers

Who Should Attend?If your role involves any of the following this is a must attend event for you and your team:

• Accountants

• Audit and Compliance

• Chief Financial Officer

• Financial Controller

• Financial Evaluations Director

• Regional Controller

Who Will You Meet?

Past Attendee Demographic

• Financial Planning & Reporting

• Internal Audits

• Chief Financial Officer

• Revenue Assurance

• Compliance & Risk Management

• Chief Audit Executive

CFO’s Controller Summit draws an audience of Controllers, CFO’s & senior finance professionals looking to learn the latest perspectives on the most vital aspects of Financial control today.

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The CFO Controller Summit will bring together the best Finance professionals involved in control, for a thought leading summit acclaimed for its innovative insight.

This summit will discuss all of the key challenges and developments in Financial Control today. You will learn the key aspects of the diverse and changing role of the Finance Controller.

The program will focus on driving growth through improved efficiency in reporting and recognizing the importance of each aspect in the role of the controller.

Presentations will show how your organization can embrace the future of control, becoming an innovative function operating with maximum efficiency and effectiveness.

About The Summit

Confirmed Speaker Information

Since joining in September of 2008, Tom has managed global responsibility for EMC’s consolidated revenue recognition and accounting policy, compliance and control functions.   In an effort to mitigate risk and improve efficiency across the EMC Federation, Tom leads the company’s Global Revenue Assurance team by focusing on proactive business support; technical accounting accuracy, operational finance control and best business practices.  Prior to joining EMC, Tom provided 20 years of financial leadership to both public and private corporations.

The New Revenue Standard - Ready, Set, Go

On May 28, 2014 the FASB and IASB issued their long-awaited converged standard on revenue recognition. Almost all companies will be affected to some extent by this sweeping standard and increase in required disclosures. But the changes extend beyond disclosures, and the effect on companies will vary depending on industry and current accounting practices. Companies will need to consider changes that might be necessary to information technology systems, processes, and internal controls to capture new data and address changes in financial reporting. Are you ready?

Thomas AustinVP, Finance - Global Revenue AssuranceEMC Corporation

Rob HillController, MarketingDell

Mr. Hill started his career as a staff accountant at AT&T Credit Corporation in 1989 in Morristown, NJ.  This resulted in a 5 year Financial Services agreement that formed a “virtual” joint venture with Lucent Technologies. As Director of Finance he managed the unique financial reporting of this “vJV”. After several more changes in corporate ownership he was named Vice President, Finance of Avaya Financial Services, a $2B private label commercial leasing division of CIT. In 2005 he took the role of Corporate Controller within CIT’s legal joint venture, Dell Financial Services in Austin, Texas. A $6B finance company where he led a team of 55 people responsible for all elements of accounting, including financial reporting to Dell and CIT.   In 2009 Mr. Hill took the positon of CFO at SG Equipment, Finance in Jersey City, NJ. He was an officer and member of the Strategic Leadership Team of this startup U.S. leasing subsidiary of banking giant Société Générale. He commuted from Austin weekly where is young family remained.   He is now Global Marketing Controller for Dell Client Solutions. This business unit focuses on PC, tablet and workstation customers in the consumer small business and commercial markets.

Becoming a Fearless Leader

What businesses often lack today is fearless leadership. Leadership is more than merely managing a team. It takes all forms and can exist at any level in an organization and at all points in your career path. The speaker’s work and life experience as a 25 year finance veteran has highlighted the importance of fearless leadership. Establishing work and life boundaries and sharing communication styles is crucial to your success as you become a trusted advisor to the leaders of your business. Bring more value as a controller and finance professional by becoming a fearless leader!

Confirmed Speaker Information`

Maria Murillo is Senior Director at Microsoft with finance responsibility over the Latin America Region, across 8 subsidiaries and a Regional Headquarters in Fort Lauderdale, Florida.   Her responsibilities include leading the Finance organization who provides the financial support of the Sales, Marketing and Services Divisions in Latin America, as well as the local statutory entities.  Maria has been at Microsoft for 18 years and during this time she has held various finance roles for Latin America, EMEA and at the Corporate Headquarters in Redmond, WA where she supported WW Sales organizations as well as Controller of the Online Services Division.    Maria holds an MBA from the University of Florida and lives in Florida with her family.    

The Role of Technology in Large Multinationals and Supporting the Transformation of the Controller

Learn how Microsoft addresses the evolving role of finance controllership to trusted business advisor as well as key technology trends transforming how business is done today.  There are four mega technology trends improving both business and finance productivity including Data, Mobility, Cloud, and Collaboration. You will hear how technology & tools can enable finance employees to drive real impact for the business to support this changing role of finance in enterprises.   Including in the presentation will be a short demo on how you can leverage the Microsoft Office Power BI solution to turn the data into insight. 

Maria MurilloSenior Director, FinanceMicrosoft

Chad HallController, Central America & CarribeanMicrosoft

Chad is a sales subsidiary Controller with end to end responsibility of all field finance functions including profit and loss management, controls and compliance, business controlling, opex Management, target setting and resource management. Chad is also a member of the subsidiary leadership team which makes decisions on market share opportunities, business growth sales and services execution, Within his role, Chad leads a finnace organisation of 13 people and is responsible for talent management.

Chad will be conducting a joint presentation with Maria.

` Denise Walsh, CTPFinancial Controller, CTPCalifornia ISO

Denise Walsh is a Certified Treasury Professional and holds a Bachelor of Business Administration in Accounting from Texas State University and a Master of Business Administration from The Open University, England. She is a transformational leader with the ability to provide clarity of vision and instill a culture centered on organizational excellence, process optimization, and fiscal responsibility.  Denise currently provides leadership in the areas of financial reporting, corporate payment processes, treasury activities and maintenance of the internal control structure for one of the largest transmission organizations in the world. Denise is a strategically focused executive committed to high performance leadership through employee engagement.

Panel Session: Moving From Core Accounting to Business Control

Financial Controllers are expected to do more than provide discipline in payments, accounting and audit. They are now tasked with using their knowledge and understanding of the business to aid governance, risk management, anti-corruption and strategic planning. This interactive session will prepare controllers for an expanded role, and the transition from 'financial controller' to 'business controller'.

Confirmed Speaker Information

Melissa Clark is the Corporate Controller at DAAR Engineering, Inc. in Milwaukee, Wisconsin.  Melissa has over fifteen years of experience in both project and corporate accounting in the A/E/C industry.   She received both her undergraduate degree in Management Accounting and Masters in Business Administration from Alverno College, where she currently is an Adjunct Instructor for the School of Business.   In addition, Melissa has served on several boards including the Personnel Review Board for Milwaukee County.   In 2007, Melissa was a recipient of Milwaukee’s Business Journal’s 40 under 40 Award.

The Changing Role of Today’s Controller

Over the past ten years, the role of the Controller has been evolving.   No longer are the days where the Controller just produces the financial reports and oversees the day-to-day activities of the financial functions of an organization.   Today, added value skills such as being more forward thinking, providing strategic analysis of reports, driving improvements in productivity through automation of operations, and streamlining processes are needed in this role to support the continued growth of an organization in a globally competitive world.

Melissa ClarkeCorporate ControllerDAAR Engineering

Federico ReyesCorporate ControllerHeineken

Bob DavenportDirector, Finance Transformation & Product ExpertBlackline Systems

Federico Reyes is the Corporate Controller for Heineken USA, overseeing the treasury, controls, accounting and reporting departments that support brands such as Heineken, Dos Equis, Tecate and Strongbow. His previous experience includes roles in financial planning & analysis, investor relations, corporate finance, financial risk management and investment banking at Heineken Mexico; BBVA Bancomer; and Bear Stearns. Mr. Reyes holds an MBA from INSEAD.

The Corporate Control Function at Heineken USA

The corporate control function at Heineken USA has specific challenges due to the requirements of being part of a multinational corporation, with a national operating footprint and a complex web of vendors; all supported by a small team. The presentation will explain the actions being implemented to address these challenges in the Treasury, Controls, Accounting and Reporting departments.

Bob is a Director of Financial Transformation and Product Expert at BlackLine Systems. His experience consists of over 20 years in controllership, financial management and accounting systems maintenance roles. Bob served as a BlackLine System Administrator before working with BlackLine, managing master data and financial compliance for a privately owned chemical company, with prior experience as the Financial Systems Manager for a publicly held US retailer. His full time contribution at BlackLine is supplemented by additionally teaching introductory accounting courses as a faculty member of Franklin University and Columbus State Community College, both on-line and face-to-face.

Delivering Productivity, Financial Controls, and Automation for Accountants through Technology

Accountants have invested a lot of time, energy, and resources into obtaining their accounting degrees Yet many are using their degrees to work in spreadsheets, to create binders of paper, and to try to manage the entire close process using manual processes. Technology has been introduced into the accounting world with regard to Enterprise Resource Planning (ERP) and large-scale general ledger systems and has been widely accepted to help manage the voluminous amounts of transactional data. Why not take advantage of technology to provide enhanced financial controls and automation?   Join a BlackLine Systems representative as he talks about Software as a Service (SaaS) technology and how it can provide visibility, automation, standardization, and enhanced controls over the entire accounting close process. By leveraging technology, accountants can get back to what they’re trained to do best: analyze and provide strong financial information to help their company make strong business decisions.

Michael Nussbaum   is an Executive Vice President with responsibility for leading the Controller, Financial Planning and Analysis, and Corporate Tax functions of Primerica, Inc.  Michael has led a variety of teams through transformation initiatives across the financial services, technology, and consumer goods industries.   From an IPO, mergers & acquisit ions, divestitures, product portfol io and international geographic expansion, as well as broader finance transformation and system implementations, Michael brings a wealth of experience to a healthy discussion on successfully delivering transformative initiatives. 

Succesfully Delivering Transformational Change

Michael will demonstrate how he partners with his Chief Financial Officer and is driving accounting transformation initiatives to reduce costs at Primerica.

Michael Nussbaum SVP, ControllerPrimerica

Confirmed Speaker Information

Brian MillerControllerPratt Industries

Developing High Performance Teams

We will share how we have been able to maintain a high performance team despite being the virtual farm system for the corporation, overcoming an annual turnover rate of over 20%.   Why and how we continuously recruit.   How we have accomplished this at very little cost.   Why we have a “no recruiters” rule.   Once we hire a high performer how do we keep them that way?   How we determine a team member should be asked to leave and when do we do it.   How we plan to take our success to other departments and Pratt facilities.  How we will we know when we are there.

Brian Miller is currently responsible for three Pratt locations where one of his strengths has been developing and maintaining a high performance accounting team.  This has been accomplished while running a virtual farm system for the Corporation.  In the last several years 11 team members have moved on to take positions at other Pratt facilities.  These colleagues were promoted to various functions including Internal Audit, Corporate Accounting, IT, Logistics, Shared Services and Division.  They took positions including Plant Controllers, Assistant Corporate Controller and Assistant Division Controller.

Distilling Data into Insights: EPM Enables Remarkable Performance at Pratt Industries

We will share how we delivered value across the organization by enabling consistent reporting against a common business model.   You will also see how they significantly reduced time in preparing forecast and consolidation numbers while gaining business adoption by leveraging SAP BPC functionality.

Stephen Filreis is the Director of SAP Program Management Office for Pratt Industries, Inc. He is responsible for the overall running of the US applications in SAP as well as its enhancements and growth in usage and refinements in process.   Since his arrival at Pratt nearly 4 years ago, overall Accounts Payable process time, start to finish, has been reduced by 80%, with a 60% reduction in staff effort.   A CPA by training and background, he has worked extensively in the financial consulting arena.  Steve has been involved in several Enterprise system projects from Blueprint to Rollout. 

Stephen FilreisDirector, SAP Program ManagementPratt Industries

A co-founder of CFGI, Shane is a former Senior Supervisor in the Technology, Information, Communication, and Entertainment audit practice of PricewaterhouseCoopers. Bringing 16 years of experience to his client engagements, Shane has worked as an integrated member of m a n a g e m e n t a t a v a r i e t y o f c o m p a n i e s . H i s comprehensive skills in accounting, finance and operations have been developed by working with companies ranging from development stage to Fortune 500.   Shane has a broad range of both technical accounting and operational ski l ls , including debt and equity offerings, due diligence and purchase accounting, stock option and equity instrument accounting, and revenue recognition.

Shane CaiazzoCo-FounderCFGI

CFGI Panel Information

Robert J. Meyer (Bob) is the Senior Vice President, Finance and Corporate Controller for American Tower Corporation. He joined American Tower in August 2008 and was a key member of the leadership team responsible for the Company's conversion to a REIT in 2012. American Tower is an independent owner, operator and developer of wireless and broadcast communications real estate and infrastructure in the United States and 11 international markets. The Company’s primary business is the leasing of antenna space on communications sites to wireless service providers, broadcast companies, wireless data providers, government agencies, municipalities and tenants in a number of other industries. 

Robert MeyerCorporate ControllerAmerican Tower

John Granara is Vice President, Finance and Chief Accounting Officer of Ameresco, Inc. (NYSE: AMRC), a leading energy efficiency and renewable energy company. Ameresco’s comprehensive services include upgrades to a facility’s energy infrastructure and the development, construction and operation of renewable energy plants.   With its corporate headquarters in Framingham, MA, Ameresco provides local expertise through its 69 offices in 34 states, five Canadian provinces and the United Kingdom. Ameresco has more than 900 employees.   In his role, John oversees all of Ameresco’s finance, accounting, financial analysis, planning, mergers and acquisitions, internal audit, and tax areas.

John GranaraChief Accounting OfficerAmeresco

Mike serves as Chief Financial Officer and Vice President of Finance and Administration at Digital Lumens, which he joins from A123 Systems, a leading developer and manufacturer of advanced technology lithium-ion battery packs for the transportation, electric grid, and commercial markets.   While there, he was CFO and Vice President of Finance and Administration, managing multiple capital raises and a successful IPO.  In addition, he played a key role in the build out of the company’s global supply chain and manufacturing strategy, which included the company’s first footprint in Asia.

Mike RubinoCFODigital Lumens

M r. R e n z b r i n g s e x t e n s i v e e x p e r i e n c e i n t h e biopharmaceutical industry. Earlier in 2014, Renz joined Karyopharm Therapeut ics Inc . , a c l in ica l-stage pharmaceutical company focused on the discovery and development of novel first-in-class drugs directed against nuclear transport targets for the treatment of cancer and other major diseases, as Executive Vice President, Chief Financial Officer and Treasurer.  Renz most recently served as Executive Vice President, Chief Financial Officer & Treasurer at Zalicus Inc. (formerly CombinatoRx, Inc.), which he joined in 2006.

Justin RenzCFOKayopharm Therapeutics

Panel Delivered by CFGI - Enterprise Value through Finance Leadership

This panel discussion, moderated by Shane Caiazzo of CFGI, will discuss Finance’s role in contributing enterprise value to organizations. Learn more about how finance leaders across different industries view the objectives of being a value-add business partner while still balancing the requirements of regulatory compliance.

For larger groups or special requests contact Sean by calling +1 415 692 5514 or email seanforeman@cfo.com* Team discounts are applicable at the point of registration only.

Silver Pass

$1495Access to all sessions &

networking events7 days access to presentations from the

summit via ieOnDemand

$1195Early Bird Price

(before October 3)

Diamond Pass

$1995Access to all sessions, networking

events, annual subscription to all content on the Finance & Operations channels

via ieOnDemand

$1695Early Bird Price

(before October 3)

Gold Pass

$1795Access to all sessions, networking

events & unlimited access to presentations from the summit via

ieOnDemand

$1495Early Bird Price

(before October 3)

CFO Controller SummitDate: December 3 & 4, 2014Location: Westin Copley Place, 10 Huntington Avenue, Boston, MA 02115Venue Information: Click HereCity: Boston, MA

79

Ways to Register+1 415 692 5514 +1 323 446 7673 Register Online Here

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

$695Early Bird Price

(before October 3)

On-Demand Pass

$600Unlimited access to presentations from the summit via ieOnDemand,

including presentations, interviews & the ability to contact speakers

Unlimited access to summit presentations

via ieOnDemand

Group Discount Offers3 Silver Passes: $3000 ($1000 per attendee)5 Silver Passes: $4500 ($900 per attendee)3 Gold Passes: $3900 ($1300 per attendee)5 Gold Passes: $6000 ($1200 per attendee)3 Diamond Passes: $4500 ($1500 per attendee)5 Diamond Passes: $7000 ($1400 per attendee)

F TI L

The Information

Registration Pricing

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COMPANY INDUSTRY

ADDRESS CITY

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EMAIL OF EACH ATTENDEE BUSINESS PHONE NUMBER

1. Delegate Information...

2. Pass Types...

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

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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 October 29, 2014 incur an administrative charge of 50%. If you cancel your registration after October 29, 2014 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 FormController SummitDecember 3 & 4, 2014 | Boston | MAFor registration or more information on the program, please call Sean on +1 415 692 5514, or fax this registration form to +1 (323) 446 7673

3. Payment Options...One day passes are available - Contact Sean for more information.

Early Bird Pass Options until October 3, 2014 Early Bird Silver: $1295 Attendees ____ Early Bird Gold: $1595 Attendees ____ Early Bird Diamond: $1995 Attendees ____

Regular Pass Options after October 3, 2014 Silver Pass: $1495 Attendees ____ Gold Pass: $1795 Attendees ____ Diamond Pass: $1995 Attendees ____

Group Discount Pass Options 3 Silver Passes $3000 ($1000 per attendee) 5 Silver Passes $4500 ($900 per attendee) 3 Gold Passes $3900 ($1300 per attendee) 5 Gold Passes $6000 ($1200 per attendee) 3 Diamond Passes $4500 ($1500 per attendee) 5 Diamond Passes $7000 ($1400 per attendee)

For larger groups or special requests contact Sean Foreman by calling +1 (415) 992 5514 or email seanforeman@cfo.comGroup passes only available when all participants register together.

Pass Descriptions:Silver Pass: Access to all sessions & networking eventsGold Pass: Access to all sessions, networking events & unlimited access to the summit presentations via ieOnDemandDiamond Pass: Access to all sessions, networking events, annual subscription to all content on the Finance & Operations channels via ieOnDemand

Schedule

Networking Drinks 17:30 - 19.00

December 4

Session One 08.30 - 10:30

Coffee Break 10:30 - 11;00

Session Two 11:00 - 13:00

Lunch 13:00 - 14:00

Session Three 14:00 - 16:00

Coffee Break 16:00 - 16:30

Session Four 16:30 - 17:30

Day Two

December 3Day One 08.30

10:30

11:00

13:00

14:00

16:00

16:30

17.30

19.00

08.30

10:30

11:00

13:00

14:00

15.00

Session Five 08.30 - 10:30

Coffee Break 10:30 - 11.00

Session Six 11:00 - 13:00

Lunch 13:00-14:00

Session Seven 14:00 - 15.00

Session Eight 15.30 - 17.00

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Summit End 15:00

ō ō

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For sponsorship information contact Giles at: ggb@cfo.com

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

Options can include:

• Roundtable sponsorships• Workshop sponsorships or case study presentations• Introduce a keynote speaker• Host a cocktail reception, exclusive VIP dinner, breakfast, or luncheon with top-level risk executives• Event exhibit space• Feature your company logo on branded items and promotions before, during and after the event

F TI L

ō

Silver Sponsor Bronze Sponsor

Panel Session Sponsor Exhibitor

Confirmed Sponsors Include:

AprilFP&A for High TechSummitApril 8 & 9, San Francisco

FP&A Innovation Summit April 9 & 10, London

FebruaryFP&A Innovation Summit February 19 & 20, San Diego

MayFinance in Pharma & Healthcare ForumMay 14 & 15, Philadelphia

CPG Forecasting & Planning Summit May 21 & 22, Chicago

JanuaryCorporate Performance ManagementJanuary, 27 & 28, New York

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

JunePayments Innovation SummitJune 11 & 12, Chicago

Corporate Performance Management WestJune 18 & 19, San Diego

September Continued

Compliance & Regulation Summit September 11 & 12, Boston

CFO Rising EuropeSeptember 17 & 18, London

MarchCFO Rising EastMarch 12 & 13, Miami

CFO InnovationMarch 12 & 13, Miami

Corporate Finance TechMarch 12 & 13, Miami

Outsourcing Innovation SummitMarch 12 & 13, Miami

FP&A Innovation Summit March 25 & 26, Hong Kong

DecemberController SummitDecember 3 & 4, Boston

NovemberBig Data For FinanceSummitNovember 18 & 19, Boston

CFO Playbook for Private CompaniesNovember 20 & 21, Miami

2014 CalendarCFOconferences

OctoberCorporate Venturing Summit October 21 & 22, San Francisco

FP&A Innovation Summit October 23 & 24, Shanghai

CFO Rising WestOctober 30 & 31, San Francisco

SeptemberFinance Transformation Summit September 9, Boston

FP&A Innovation Summit September 9 & 10, Boston

Risk Management Summit September 11 & 12, Boston

JulyTreasury Management SummitJuly 10 & 11, Boston

Expected Attendees

Innovation Enterprise - Partner Event

CFO