Financial LEADERSHIP in Turbulent Times · 2018. 12. 12. · Financial LEADERSHIP in Turbulent...

May 4-72003

Disney’sYacht &

Beach ClubResort

LakeBuenaVista

Florida

May 4-72003

Disney’sYacht &

Beach ClubResort

LakeBuenaVista

Florida

Financial LEADERSHIPin Turbulent Times

Financial LEADERSHIPin Turbulent Times

FINAL PROGRAM BROCHURE

Financial LEADERSHIP in Turbulent TimesMay 4-7, 2003 | D isney ’s Yacht & Beach C lub Resor t | Lake Buena V ista , F lor ida2

December 2002

More than ever before, we, as senior financial executives, are being called upon to be

leaders of our profession. We run our companies in a time of unparalleled challenge,

facing the very real crisis of investor confidence. Corporations are reeling from the

seemingly endless stream of sordid revelations. The economy continues to falter. Our

country is operating on a war footing with no end in sight to the conflict.

At such times, leaders are born.

Join us in May as we examine the subject of Financial Leadership in Turbulent

Times. Our outstanding speakers include: Lou Dobbs, Anchor of CNN’s Lou Dobbs

Moneyline, acting as moderator for a panel of CFOs discussing current events and how

they’ve managed those challenges; Gary Hamel, Leading Corporate Strategist will

show you how to assume the roles of visionary, strategist and innovator; and Karen

Hughes, Former Advisor to President George W. Bush, will address communication

strategies for our turbulent times.

Take advantage of this unique opportunity to network with top financial executives

and corporate decision makers. You’ll return to your job refreshed and emboldened

for the challenges that lie ahead.

Looking forward to seeing you in Florida!

Philip B. Livingston

President and CEO

Financial Executives International

Behind the Conference:Financial Executives InternationalFEI is the preeminent professional association forsenior-level finance executives. Our network comprises15,000 CFOs, VPs of Finance, Treasurers and

Controllers, from companies across all industries. FEI is a vigorous advocate for theprofession before the IASB, SEC, FASB and Congress. Service-oriented, we arededicated to the professional development of our members. Our 15,000 membersparticipate in the activities of 86 chapters, 75 in the United States and 11 in Canada.Learn more about us at www.fei.org.

From the President:From the President:

The International Association of Financial Executives Institutes (IAFEI) is a private non-profit and non-political association. The Association is organized under the provisions ofArticles 60-79 of the Swiss Civil Code and, accordingly, has its own legal personality.Founded in 1969, IAFEI now has 25 Member Institutes, with a total membership of32,815 financial executives. IAFEI, as a powerful force in the financial community, isrecognized and respected in the accounting, financial and governmental circles aroundthe world. The Association is domiciled in Switzerland, courtesy of the Union Bank ofSwitzerland, at Europastrasse 1, Postfach CH-8098 Zurich. Learn more at www.iafei.org.

Financial LEADERSHIP in Turbulent TimesMay 4-7, 2003 | D isney ’s Yacht & Beach C lub Resor t | Lake Buena V ista , F lor ida 3

8:00am – 9 :30am

Keynote Address

Strategy Thinking in aRevolutionary World

It’s not enough to workharder. Harder justdoesn’t cut it in a worldof discontinuous inno-vation. It’s not enoughto get better. Companiesare going to have tolearn how to get differ-ent – profoundly differ-ent. In industry afterindustry, yesterday’sbusiness models are

being supplanted by radically newways of doing business. This isn’tprocess re-engineering; it’s fundamen-tal strategy innovation. “Industry rev-olutionaries” are up-ending conven-tions and aggressive newcomers arechallenging the orthodoxies of incum-bents. In this topsy-turvy environ-ment, irrelevancy may be a bigger riskthan inefficiency.

It’s a fact: Over the past decade, new-comers have created the lion’s shareof new wealth in many industries.They’ve succeeded not by “executingbetter,” but by changing the rules ofthe game. In an increasingly non-lin-ear world, only non-linear strategieswill create new wealth. Yet few com-panies seem able to spawn imagina-tive, wealth-creating strategies.Strategy innovation can’t be the once-a-decade product of a lone visionary,just as quality can’t be the product ofa lone artisan. Strategy innovation,like quality, must be a deeply embed-ded, ubiquitous capability, and strate-gic thinking must be a daily habit,

Gary HamelLeadingCorporateStrategistand BestSellingAuthor

pervasive throughout the organiza-tion, rather than the province of afew strategic planners.

Any company that wants to thrive inthe turbulent new economy will haveto learn how to harness the passionand imagination of every employee inthe quest for strategy innovation. Itwill have to learn how to smoothlymanage the transition from old strate-gies to new strategies. It will have tolearn how to reinvent itself not once adecade, in the midst of a crisis, butyear by year while still at the peak ofperformance. There is no one betterqualified than Gary Hamel to helpyou turn your company into a forcefor industry revolution.

9:30am – 10 :30am

Keynote Address

CFO Perspectiveson Leadershipin Turbulent Times

10:00am – 3 :00pm

TOUR: Winter Park

10:30am – 10 :50am

Refreshment Break

John R. JoyceSenior Vice President& CFO, IBM Corporation

2003 FEI Summit Program

WEEKENDFAMILY

PROGRAMBring your family to theSummit this year for a

long weekend! In additionto visiting the Disney

theme parks, we are offer-ing the following tours to

enhance your family’sSummit experience:

Saturday, May 3

10:00am – 4:00pm

Kennedy

Space Center

Sunday, May 4

10:00am – 4:00pm

Universal Studios

You can find more infor-mation about these toursin the Tour Informationsection (see page 10) of

this brochure.

SUNDAY, MAY 4, 2003

1:00pm – 5 :00pm

TOUR: Orlando

6:30pm – 7:30pm

New Member Reception(by invitation only)

7:45pm – 10 :30pm

Opening Event atDisney-MGM StudiosJoin us for our Grand Celebration!Our evening begins as your privatemotor coach whisks you backstage ofthe Disney-MGM Studios. You will beescorted to the Indiana Jones StuntSpectacular. Experience a part ofmovie magic as you relive the makingof “Raiders of the Lost Ark.” Amidstthe adventure, you will be invited to asumptuous feast on the streets ofCairo. Relax and dine amid dazzlingperformances by tumblers, a realMoroccan band, belly dancer, snakecharmer and juggler. Later in theevening, our dance party begins! AStudio DJ will entertain everyone inour very own Wrap Party! (Because ofthe hosted bars, attendees must be 21years or older to attend.)

Buses will be departing at 7:30pmfrom the Yacht & Beach ClubConvention Center.

MONDAY, MAY 5, 2003

7:00am – 6 :00pm

Conference Registration

7:00am – 7:45am

Continental Breakfast

7:45am – 8 :00am

Welcome & Opening Remarks


1:20pm – 2 :10pm

Keynote Address

AccountingStandards – The Stateof the Union

Tom Jones will coverthe status of interna-tional accounting andreporting, progress withthe European Union,convergence activitiesbetween IASB andFASB, and a reviewof what is going on inaccounting standardsin other parts of theworld – Australia,China, Russia, etc.

2:10pm – 2 :40pm

Refreshment Break

2:40pm – 3 :40pm

Concurrent Sessions

Please Choose One

■ TRACK 1 ........................................................................................● ● ● ●

Thinking Bigger in a Smaller Company ❚ ❚ ❚ ❚Success in Sober

Times: MaintainingProfitability in aSliding EconomyEvery decision is crucial for companiestrying to remain profitable in a pooreconomy. Odds are they’ll have to findbetter ways to cut costs, boost revenuesand keep customers happy. In this ses-sion, attendees will learn five strategiesfor keeping numbers in the black dur-ing a harsh economic climate.

• Melissa Cruz, Executive VicePresident & CFOConcord Communications

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Thomas E.JonesViceChairmanInternationalAccountingStandardsBoard

■ TRACK 2 ........................................................................................● ● ● ●

The Changing Landscape for ❚ ❚ ❚ ❚Public Companies

Current Issuesin ExecutiveCompensationRecent regulatory scrutiny, market-place pressures and new legislationare rapidly reshaping the executivecompensation arena. In response,many businesses are rethinking theircompensation strategies. This sessionwill provide timely informationregarding executive compensationissues, which will enable participantsto gain insight to the marketplacetrends and resulting opportunities tore-evaluate executive compensationarrangements.

• Irv Becker, National PracticeLeader – Compensation AdvisoryServices, KPMG LLP

■ TRACK 3 ........................................................................................● ● ● ●

Winning in the International Arena ❚ ❚ ❚ ❚Understanding,

Managing andBuilding EffectiveWorking Relationshipsin AsiaThe aim of this presentation is toimpart a better understanding of thechallenges Westerners and Asiansencounter in developing successfulbusiness relationships. We will exam-ine how the cultural foundations ofWestern and Asian cultures createvery significant differences in busi-ness practices and social protocols. Inthis session, we will identify the mostcritical differences between Asiansand Westerners and discuss strategiesto overcome these challenges andmaximize their effectiveness whenworking across cultures. Participantswill take away specific practical stepsthey can apply to develop and main-tain effective, efficient and successfulbusiness relationships.

• Neal Goodman, Ph.D., PresidentGlobal Dynamics, Inc.

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FEI Summit Program (continued)

Four Breakout Tracks

to Choose From:

Thinking Bigger

in a Smaller

Company

The Changing

Landscape

for Public

Companies

Winning in the

International Arena

Personal,

Professional

and Career

Development

G R E E N

O R A N G E

P U R P L E

D A R K R E D

G R E E N

O R A N G E

P U R P L E

D A R K R E D

MONDAY, MAY 5, 2003 (continued)

10:50am – 11 :50am

Keynote Address

Traits of the NewLeader: LessonsLearned

Ed Nusbaum will shareinsights gained throughGrant Thornton’s bian-nual Survey of BusinessExecutives. The 2002Survey, with 400respondents from publicand private companies,contains a unique pic-ture of what businessleaders value duringthese volatile times and

how leadership has changed.Attendees will learn what leadershiptraits are more important in today’sworld; understand the perspectives ofother similarly-situated senior execu-tives regarding their approach to lead-ership and their current priorities;Recognize the success factors for sen-ior executives; and obtain a broadunderstanding of how accountingscandals have reshaped the accountingprofession - and business, in general.

11:50am – 1 :20pm

Luncheon in Exhibit Hall

1:00pm – 5 :00pm

TOUR: Discovery Cove’sSwim with the Dolphins

Edward E.NusbaumCEO &ExecutivePartner USGrantThornton

WORKSHOPS


■ TRACK 4 ........................................................................................● ● ● ●

Personal, Professional and Career ❚ ❚ ❚ ❚Development

Career AdviceFrom Your PeersThe objectives of this session are togive the attendees insight into whatcurrent CFOs attribute to their keysuccess and how they manage theircareer development. Grant Thorntonhas conducted interviews with CFOsnationwide to learn what they say iscritical for their success in theirposition, what experiences wereinfluential in their careers, what dis-appointments they have had – andhow they recovered from those

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disappointments or set-backs. Theresults are wonderful revelations thatcan help the attendees be more effec-tive in their financial role and waysto take control of their career.

Participants will walk away withspecifics on how other financial pro-fessionals have achieved their success,what measures they take to ensuretheir continued success – and whatadvice they have for attendees’ career.

• Jill W. Osborn, Chief Human OfficerGrant Thornton

3 :40pm – 3 :55pm

Stretch Break

3:55pm – 4 :55pm

Concurrent Sessions

Please Choose OneFor Track 1 and Track 4, see WORKSHOPS box

■ TRACK 2 ........................................................................................● ● ● ●


CorporateAccounting andFinancial Fraud: NewClimate, New Rules,New LiabilityThis panel discussion will focus onthe dramatic new enforcement cli-mate created by recent corporatescandals and Sarbanes-Oxley and itsdirect effect upon financial execu-tives. The government has dedicatedsubstantial new resources to fightingcorporate crime, and has identifiedaccounting and financial fraud as amajor federal priority.

The panel will explore this new cli-mate, including the Department ofJustice task force, the SEC’s new roleand the increased likelihood that alle-gations concerning accounting fraudwill be investigated both criminallyand civilly. The new “rules” concern-ing acceptable practices will also bediscussed, including the CFO andCEO certification requirements andevolving standards of “materiality.”Finally, the panel will address thenew liability for corporate fraud, bothcivil and criminal.

MODERATOR:

• Kirby Behre, PartnerPaul Hastings Janofsky & Walker

PANEL ISTS :

• E. Lawrence Barcella, Jr., PartnerPaul Hastings Janofsky & Walker

• Michael Chertoff, Esq., AssistantAttorney General, U.S. Departmentof Justice, Criminal Division

• Neil MacBride, Chief Counsel &Staff Director, Minority Staff,Subcommittee on Crime and Drugs,U.S. Senate Judiciary Committee

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Workshops for Track 1 and Track 4 (3:55pm – 5:55pm)

These workshops offer a longer, more interactive opportunity to discuss issues crucial to today’s financialprofessional. Sessions for the other Tracks (Track 2 and Track 3) continue concurrently from 3:55pm – 6:00pm.

■ TRACK 1 ........................................................................................● ● ● ●

Thinking Bigger in a Smaller Company ❚ ❚ ❚ ❚Corporate

Governance, Exposureand InsuranceIn this workshop, the discussion willinclude the responsibilities and poten-tial liabilities of directors in postSarbanes-Oxley, the Board ofDirectors composition and impact onD&O liability, regulatory issues, pric-ing and market capacity, internal con-trols and nominating/governance,compensation and audit committees.

• Steven H. Anderson, ManagingDirector & Vice ChairmanMarsh FINPRO U.S.

■ TRACK 4 ........................................................................................● ● ● ●


Networking inthe 21st CenturyThis is a workshop designed for thosein the job market whoanticipate being in within the nexttwelve months. Networking is THEtool to find the best senior level job

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opportunities. In a difficult economy,however, networking is necessary butinsufficient. Without a clear differenti-ation strategy, networking is reducedto a boring repetition of the same for-mulas provided by every job searchbook and outplacement firm. Howcan you differentiate yourself and stillmaintain your professional stature?

Topics to be covered in this practicalworkshop include: Why NetworkingWorks So Well; What Link in theNetworking Chain is the MostProductive (hint: it is not the linkyou probably think it is); How toExecute a “Givers Get” NetworkingProgram, and why that is so counter-intuitive for senior financial execu-tives; Networking Techniques for ShyJob Seekers; Questions to Ask at theMeeting and why the order of ques-tions is so important.

• Marilyn Durant, Director, HR Consulting, RSM McGladrey Inc.

• Maryanne Peabody, Co-FounderStybel Peabody Lincolnshire

• Dr. Laurence J. Stybel, Co-FounderStybel Peabody Lincolnshire

New this year –the addition of

INTERACTIVEWORKSHOPS!

How does this work?

It’s easy. Review the

content and decide

which topics are of

interest to you. If you

choose a workshop,

that’s the only session

you will attend after the

refreshment break.

Otherwise, you can

attend two concurrent

sessions after the break.

Seating in each

workshop is limited to

200 people and is on a

first-come, first-serve

basis. You MUST register

for your workshop

choice when completing

the registration form,

whether on paper or

online, in order to

secure your place

in that particular

session.


■ TRACK 3 ........................................................................................● ● ● ●

Winning in the International Arena ❚ ❚ ❚ ❚Making Your

Security TechnologyDeliver ROIGlobal security compromised bycyber attack to network traffic affectsthe lifeblood of any Global 2000organization. This session will focuson what network security technolo-gies can deliver ROI and, an analysisof technologies that should be evalu-ated to create a secure environment.

• James Melvin, President and CEOMazu Networks

6 :00pm – 8 :00pm

Reception in Exhibit HallSponsored by:Gelco Expense Management

TUESDAY, MAY 6, 2003

7:00am – 6 :00pm

Conference Registration

7:00am – 8 :00am

Special Breakfast Session

Integrity BasedFinancial Leadership –Lessons From BestPracticesFinancial executives may feel a needto respond to the current crisis offinancial integrity, as it is not reflec-tive of the profession as a whole. Thissession explores some of the dynamicsof this crisis and seeks to providefinancial executives with the necessarytools to foster integrity-based leader-ship, restore investor and broaderstakeholder confidence and promotethe highest standard of conduct withintheir organizations.

• Frederick Militello, Senior PartnerFinQuest Partners LLC

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8:15am - 8 :30am

• Welcome andOpening Remarks

• AssociationRecognition Awards

8:15am – 12 :15pm

TOUR: Disney Behind-the-Scenes– Gardens of the World

8:30am – 9 :30am

Keynote Address

CFO Panel DiscussionThis morning our dis-tinguished panel ofCFOs will conduct apoint/counter-point dis-cussion of the keyissues facing CFOstoday. Our moderator,Lou Dobbs, will facili-tate this lively interac-tion as our panelistsdiscuss topics such ascorporate governance,executive compensation,the accounting profes-sion, and how they arefacing these challenges.

LarryZimmermanChief Financial OfficerXerox Corporation

Other CFOs to be announced.

9:30am – 9 :45am

Stretch Break

MODERATOR:Lou DobbsAnchor ofCNN’sLou DobbsMoneyline

FEI Summit Program (continued)2003 FEI Summit

Elite Sponsors

www.gelco.com

MONDAY, MAY 5, 2003 (continued)

■ TRACK 3 ........................................................................................● ● ● ●

Winning in the International Arena ❚ ❚ ❚ ❚Risky Business:

Impact of the Basel IIAccord on BankingProducts, the Cost ofMoney and theBanking IndustryLearn first hand the implications andrisk associated with Basel II Accord asit affects your banking relationshipsand cost of money overseas.

5:00pm – 6 :00pm

Concurrent Sessions

Please Choose OneFor Track 1 and Track 4, see WORKSHOPS box

■ TRACK 2 ........................................................................................● ● ● ●


Strategic Alliances:Powerful Engine forCorporate GrowthStrategic alliances are widely recog-nized as an essential tool for enteringnew markets, achieving sustainablecompetitive advantages, and, general-ly, for increasing shareholder value.Marc Margulis will provide back-ground on the financial and competi-tive impact of alliances on partners,contrast alliances with mergers andacquisitions, describe alternativealliance structures, and share bestpractices for identifying partners andnegotiating sustainable partnerings.

• Marc Margulis, Managing Director,Corporate Alliances, Houlihan LokeyHoward & Zukin

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9:45am - 10 :45am

Keynote Address

EffectiveCommunicationsStrategies forToday’s CFO

In today’s corporateenvironment, knowinghow to communicate toyour employees, Boardand stockholders ismore important thanever before. The eventsin 2002 have shownhow the CFO’s messagecan make or break anexecutive. Karen

Hughes knows how important it is toput your message across clearly, effec-tively and honestly.

She advised President Bush on a widerange of issues, crafted the communi-cations and message strategy for theadministration and was responsiblefor overseeing the Offices of PressSecretary, Media Affairs, Speechwrit-ing and Communications. She helpeddevelop and lead the internationalcommunications effort during theearly months of the war against terrorand was instrumental in creating thenew White House Office of GlobalCommunications. It’s not only thewords that come across an audiencethat’s important, but also the waythey are presented.

This morning, Ms. Hughes will shareher perspective on the challenges ofputting together an effective commu-nications strategy and how you canimplement these elements into yourown organization.

10:00am – 4 :00pm

TOUR: Cypress Gardens

10:45am – 11 :15am

Refreshment Breakin Exhibit Area

Karen HughesFormerAdvisor tothe Presidentof theUnited States

11 :15am – 12 :15pm

Keynote Address

Restoring Growthand Confidence:MarketplaceLeadership inTurbulent Times

The New York StockExchange is committedto restoring investorconfidence and con-tributing to renewedgrowth in the market-place. As the world’spremier equities marketand the leading self-reg-ulatory body, theExchange is uniquelypositioned to stimulatemeaningful change andreform in corporate gov-

ernance and industry practices. Ms.Kinney will provide insights on theNYSE’s progress toward heighteningaccountability and transparency,improving the checks and balances onWall Street and throughout CorporateAmerica, and building a better marketfor investors and issuers alike.

12:15pm – 2 :15pm

Lunch in Exhibit Area

Prizes & Awards to be Announced

2:15pm – 3 :15pm

Concurrent Sessions

Please Choose One

■ TRACK 1 ........................................................................................● ● ● ●

Thinking Bigger in a Smaller Company ❚ ❚ ❚ ❚Case Studies in

Creating Value inSmall and Mid-SizedCompaniesSmall to mid-sized companies – whetherpublic or private – almost always facetwo big hurdles to their growth. Thefirst is to establish a management, plan-ning and incentive platform that clonesthe leadership and value instincts ofthe top team and sets the stage for

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CatherineKinneyPresident,Co-COO andExecutiveViceChairmanThe NewYork StockExchange

profitable expansion of the core. Thesecond is to right size and recapitalize,making sure that the firm is focused onthe products and markets where it addsreal value, and using the lowest cost cap-ital structure. Learn how EVA frame-work can be used to tackle these issues.

• Martin Ellis, Senior Vice PresidentStern Stewart & Company

• Nicholas Hudson, Vice PresidentStern Stewart & Company

■ TRACK 2 ........................................................................................● ● ● ●


No Time forUncertainty:Redefining Risk &Financial Managementin a Changed WorldRedefining risk and financial man-agement to achieve business goalshas become a mantra in today’s com-plex world of corporate security,unpredictable financial markets, cor-porate governance, and shareholderconfidence. Tobey Russ shares hisplan for managing these complexissues and uncertainties.

• Tobey Russ, President & CEOChubb Financial Solutions

■ TRACK 3 ........................................................................................● ● ● ●

Winning in the International Arena ❚ ❚ ❚ ❚Case Study:

Successful Acquisitionof a U.S. Company bya European CompanyCross-border acquisitions of U.S. com-panies have become increasinglyimportant over the last few years,especially as the overall volume ofdeals in the U.S. continues to evapo-rate. European buyers have represent-ed a significant portion of this cross-border activity. However, successfuldeal making across borders today

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2003 FEI SummitPlatinum Sponsors

www.alliente.com

www.chubb.com

www.hyperion.com

www.kpmg.com

www.srcsoftware.com


3:30pm – 4 :30pm

Concurrent Sessions

Please Choose OneFor Track 2, see WORKSHOPS box

■ TRACK 1 ........................................................................................● ● ● ●

Thinking Bigger in a Smaller Company ❚ ❚ ❚ ❚Creating Profitable

Growth by MakingStrategy WorkMany people are looking for some-thing new, since it has been almost10 years since the BalancedScorecard was introduced. Thissession will introduce you to thenext generation beyond the toolsintroduced in the early 90’s. Thissession introduces “Value Market,”an approach that integratesBalanced Scorecard, Activity-BasedCosting, Economic Profit and plan-ning and budgeting into a powerfulmanagement system, providingcapacities that these tools can’tprovide individually.

• Dean Sorensen, Principal, BywaterManagement Consulting

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■ TRACK 3 ........................................................................................● ● ● ●

Winning in the International Arena ❚ ❚ ❚ ❚The Impact of the

U.S. “Crisis ofConfidence” onGlobal MarketsThe impact of U.S. accounting andauditing scandals are having a hugeimpact on worldwide capital markets.Corporate governance, financialreporting, securities analysis, auditingand investment banking are all beingfundamentally affected. In some casesforeign-based companies are beingsubjected to U.S. laws and regulations(e.g. Sarbanes-Oxley). It is essentialthat global companies, whether basedin the U.S., Europe or Asia, have anunderstanding of these effects in allof the markets in which they operate.This session will explore these issuesand changes.

• Scott Bressler, CPA, DirectorIASeminars, Inc.

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FEI Summit Program (continued)

WORKSHOPSWorkshops for Track 2 (3:30pm – 5:30pm)

These workshops offer a longer, more interactive opportunity to discuss issues crucial to today’s financialprofessional. Sessions for the other Tracks (Track 1, Track 3 and Track 4) continue concurrently from 3:30pm – 5:40pm.

■ TRACK 2 ........................................................................................● ● ● ●


The ChangingLandscape ofTaxes – What the CFOMust Know AboutCorporate Taxation inLight of Hidden Risksand Tax Opportunitiesof Sarbanes-OxleyThis interactive session will examineSarbanes-Oxley from the standpoint ofreviewing both the overt and hiddentax issues that CEOs and CFOs must beaware of. In addition to merely review-ing the legislation, vis-à-vis the impactof substantive tax issues, this session

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will explore some of the practical rami-fications and potential liability expo-sures for executives. Most important isthat the CEO and CFO not only under-stand tax issues, but, in fact, that theyare now on the hook for knowing thatall material aspects of these issues areproperly reported. This is a significantarea of exposure given that tax liabili-ties and provisions can and do changematerially, from time to time, as issuesand controversies are resolved. Yettoday, under this legislation such post-filing changes may very well give rise tocivil and even criminal liability.Attendees will be actively involved inthe dialogue and discussion.

• Scott Brian Clark, Esq., CounselRobinson & Cole LLP

• Robert S. Peters, Partner, KPMG LLP

2003 FEI SummitCorporate Sponsors

www.acl.com

www.aoncons.com

www.ft.com

www.rhimr.com

www.watsonwyatt.com

TUESDAY, MAY 6, 2003 (continued)

requires more than just an expertisein the laws, economic conditions, cul-tural differences and "social issues"affecting the target company. The dif-ficult and competitive environment inthe current marketplace requiresknowledge of the distinctive andsometimes complex characteristics of:deal terms and structures; internation-al financing techniques; tax, valuationand - today's hot topic - accountingissues; regulatory and governmentissues; and human resource issues.

MODERATOR:

• FinQuest Partners LLC Representative

PANEL ISTS :

• Siemens AG Representative

■ TRACK 4 ........................................................................................● ● ● ●


How a Board SeatCan Enhance YourCareerThe untold stories in the post-Enrongovernance upheaval are the 1000s ofcompanies who have averted crisesthrough the dedication and expertiseof high integrity directors. As a finan-cial expert, you have a rare opportuni-ty to make a difference and enhanceyour career. What are the pros andcons of serving as a director? Learnwhat boards are looking for today.Learn how to join a board and what ittakes to be a good director. Discusscompensation, expectations, recruit-ment and other key aspects of boardservice with one of the leading gover-nance experts in the country.

• Susan Shultz, President, SSAExecutive Search International, Ltd.

3 :15pm – 3 :30pm

Refreshment Break

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■ TRACK 4 ........................................................................................● ● ● ●


Best Practicesin LeadershipDevelopmentThis session provides both currentexamples of how top companies growgreat leaders, and provides practicaltools to increase individual leadershipeffectiveness. Marc will share detailsof Hewitt’s 2002 Top 20 Companiesfor Leaders survey which identifiedthe organizational levers that produceworld-class leaders, and describes howthese companies benefit from thatreputation by attracting highest-poten-tial leaders and profiting from theirperformance.

• Marc Effron, Business LeaderLeadership Practice, Hewitt Associates

4 :40pm – 5 :40pm

Concurrent Sessions

Please Choose OneFor Track 2, see WORKSHOPS box (p.7)

■ TRACK 1 ........................................................................................● ● ● ●

Thinking Bigger in a Smaller Company ❚ ❚ ❚ ❚A Strong Approach

to Health Cost Manage-ment for Small/Mid-Cap CompaniesEmployee health benefit costs are out-of-control. Fifteen to thirty percentincreases are expected for the nextfew years. Employee health costs alsoinclude sick leave, workers’ comp anddisability and are vital elements of theeconomics of productivity. Find outhow to develop your own health costmanagement (HCM) consultants.

• Larry S. Chapman, MPH, Chairman &Senior Consultant, SummexCorporation

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■ TRACK 3 ........................................................................................● ● ● ●

Winning in the International Arena ❚ ❚ ❚ ❚Bridging the

Gap: IncentiveCompensation atU.S. Subsidiaries ofNon-U.S. ParentsAmong the critical success factors fornon-U.S. entities is attracting andretaining motivated employees. Formost multi-national companies thismeans considering and adopting U.S.-style incentive programs – rather thanextending their own home countryprograms. In this presentation, wewill explore the 2002 Watson Wyattstudy results on incentive compensa-tion practices at U.S. Subsidiaries(Subs) of Non-U.S. Parent Companies.Among the survey results we willexamine how the compensation phi-losophy, corporate governance andboard structure of U.S. Subs can dif-fer significantly from their parentcompanies. This session will alsofocus on understanding how theseplans compare to those offered inother countries, who is eligible to par-ticipate, how eligibility is determined,and what award opportunities areavailable. Finally, it will illustrate howU.S. Subs’ use of short- and long-termincentive plans compares with thoseused by U.S. companies.

• Heidi J. Töppel, Senior ConsultantCompensation Consulting Practice,Watson Wyatt Worldwide

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■ TRACK 4 ........................................................................................● ● ● ●


Innovating CostSaving Strategies toSucceed in TurbulentTimesThis session will discuss innovativeHR, benefits and operational strate-gies to achieving significant, sustainedcost reduction without negativeimpacts on employee morale, qualityof customer service and corporateproductivity. Specific strategies dis-cussed include HR outsourcing strate-gies, operational strategies, and othercost control/reduction strategies.

• Seymour Adler, Ph.D., SeniorVice President, Aon Consulting

• Victor Cascella, Vice PresidentRath & Strong

• Gerald Smith, Vice PresidentAon Consulting–Coalition PurchasingGroup

6 :30pm – 9 :30pm

Closing Reception & Dinner

WEDNESDAY, MAY 7, 2003

7:00am – 3 :00pm

FEI Golf Tournament

Sponsored by: Alliente, Inc.

10:00am – 2 :00pm

TOUR: Airboat Adventure

10:00am – 4 :00pm

TOUR: Kennedy Space Center

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UpcomingFEI Conferences

HBS/FEI Programfor Senior Financial

Executives(members only)"Solving Today's

Corporate FinancialProblems"

March 16-20, 2003

Harvard Business School

Boston, MA

Forum onFinance &

Technology

“Putting Together

the Pieces”

September 17-19, 2003

Venetian Resort

Hotel Casino

Las Vegas, NV

Current FinancialReporting Issues

November 17-18, 2003

Hilton New York

New York, NY

For Information on

Exhibiting, Sponsorships,

and Advertising Please

Contact Brenda Newkirk,

Manager, Exhibits &

Events Marketing at

[email protected] or

973-765-1054


in beautiful Winter Park – a cos-mopolitan shopping district punc-tuated by winding arcades, cozyside streets, three world-classmuseums, a scenic boat tour, andlush Central Park. Guests will bebrought to the Scenic Boat one-hour tour and from there guests,at their leisure, will be able toenjoy the best of Winter ParkShopping and the Morse Museum.After shopping, guests will bebrought to Maison Des Crepes fora private luncheon.

A Winter Park tradi-tion – Scenic BoatTour: over 50 years,Winter Park’s worldfamous Scenic Boat Tour has givenenjoyment to thousands. Therelaxing, narrated, one-hour cruisethrough the beautiful lakes andcanals of historic Winter Park makeit a must on every person’s list.

The Charles Hosmer MorseMuseum of American Art housesthe most comprehensive collectionof the works of Louis ComfortTiffany found anywhere, a majorcollection of American art potteryand representative collections oflate-19th and early-20th centuryAmerican paintings, graphics andthe decorative arts.

Discovery Cove’s SwimWith the Dolphins1:00pm – 5:00pm............Cost: $275/person

Imagine theperfect setting

for a group experi-ence unlike any other! The all-new,exclusive oasis-like atmosphere ofDiscovery Cove offers your groupa paradise of rocky lagoons sur-rounded by lush landscaping, intri-cate coral reefs, a resort-stylepool complete with waterfalls, andgleaming white beaches dottedwith thatched huts, cabanas, andhammocks. This tour packageincludes a 30-minute dolphin swim,snorkel gear and complimentary

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Summit ToursMeeting Dynamics, Inc. will handle this

year’s tour program. If you are inter-

ested in any of the following events,

you will need to contact Meeting

Dynamics directly. DO NOT contact the

FEI Conference Department.

Each tour is priced at a minimum of

10 people. If this minimum is not met,

the tour may be cancelled. If a tour is

cancelled, Meeting Dynamics will con-

tact the affected participants. Once

you arrive at Disney’s Yacht & Beach

Club Resort, visit the Hospitality Suite

to confirm your registrations and to

make any changes to your selections.

Enclosed you will find a Tour

Registration Form. Please complete

this form with credit card information

and fax it to Meeting Dynamics at

954-923-1909. All tour registrations

must be received by April 1, 2003. Any

questions regarding the tours or the

registration process, please contact

Meeting Dynamics at 954-923-0800.

Weekend Family Program

Family members can enjoy the pools, theDisney theme parks and the following touroptions. Everyone can have fun in Orlando!

Saturday, May 3rd | Kennedy Space Center Tour

10:00am – 4:00pm........$90 per person

(see tour description on next page)

Sunday, May 4th | Universal Studios Tour

10:00am – 4:00pm........$95 per person

Guests will enjoy an entire day at Universal StudiosIslands of Adventure and CityWalk! There’s fun forall ages. Experience unexpected adventure andinnovative thrills as you take an unforgettablejourney through the five islands – SeussLanding™, The Lost Continent®, Jurassic Park®,Toon Lagoon® and Marvel Super Hero Island®!Continue this unique Universal experience atUniversal Studios CityWalk, a high-energy enter-tainment complex spanning 30-acres. Inspired bypopular culture’s legendary innovators and origi-nators, it’s entertainment…with a distinct attitude!

Buses for all tours will depart from theYacht & Beach Club Convention Center

SUNDAY, MAY 4th

Orlando Tour1:00pm – 5:00pm ..............Cost: $80/person

Guests will be introduced toOrlando – yesterday and today

– as you enjoy your guided tourthrough this beautiful city.

You will start traveling throughthe Disney property as the tourguide points out Disney’s magicalHistory. Guests will then passthrough various locationsthroughout Orlando such as: TheAntique District, Church StreetStation, Disney’s Town ofCelebration, Orlando Museum ofArt, Orlando Science Center, FolkArt Museum, the new MillenniumMall, Premium Outlet Mall, andDowntown Orlando.

Guests will enjoy a guided tour ofthe Orange County RegionalHistory Center. Orlando, “the CityBeautiful,” is known far and wideas one of the world’s most impor-tant tourist destinations. But whatwas the city like before Disneycame to town or before the inven-tion of air conditioning? How didpeople survive the long hot sum-mers and what was the mainindustry before tourism?

With the opening of the newOrange County Regional HistoryCenter in the old CountyCourthouse, these questions andmore will be answered throughhistoric photos, exhibits, hands-ondisplays and much more.

MONDAY, MAY 5th

Winter Park Tour with Lunch10:00am – 3:00pm............Cost: $85/person

On this charming brick streetbeneath a canopy of old oak

trees, you’ll find specialty shops,award-winning art galleries, andeateries nestled between thenationally renowned upscale retail-ers, Exotic vegetation spills ontowide sidewalks as you spend a day

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meal. A seven-day, come-as-you-please admission to Sea WorldOrlando that must be used con-secutively with your visit toDiscovery Cove, either before,after or a combination of both.Each group will receive one com-plimentary Nature Walk GroupPhotograph for every seven peo-ple (1:7). Dolphin photos are notcomplimentary.

TUESDAY, MAY 6th

Disney’s Gardens ofthe World Behind-the-Scenes Tour8:15am – 12:15pm ..........Cost: $109/person

Everywhere you look at theWalt Disney World Resort –

the trees, shrubs and flowers playa vital role in setting the stage forrecreation, entertainment, andbeauty. Disney landscaping hasbecome a recognized show initself, providing color and enjoy-ment throughout the year. Thisfascinating 3-hour program givesyour attendees the chance tostudy the various gardens ofEpcot® World Showcase with oneof the experts responsible forhelping maintain the horticultural“show.”

Your horticulture instructor turnsEpcot® into a living classroom,using facilities “on stage” todescribe the basic process of plantdesign and how it is incorporated inthe landscape for the WorldShowcase pavilions. In addition, yourgroup learns how they can applymany of these design elements totheme their home gardens.

Attendees in Gardens of the Worldwill do the following:

• Study the five principles of theDisney horticulture program.

• Examine the role of landscapingat the Walt Disney World Resort.

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• Discuss ways to adapt theDisney landscaping techniques athome.

• Discover how landscaping helpsdevelop a theme.

• Explore plant materials and gar-dening techniques in WorldShowcase. The beauty of eachcountry’s traditional landscapingmakes this tour an extraordinaryintroduction to the WorldShowcase nations!

• Participants must be at least 16years old.

• There is walking involved, so it isrecommended that comfortableshoes be worn. Attire should besuitable for current weatherconditions.

• Please ensure each participantcarries government-issued photoidentification (driver’s license,etc.) on the day of the program.

• Please notify Meeting Dynamicsof any guests with special needs.

• Actual locations, or the order inwhich they are presented, aresubject to change.

Cypress Gardens Tour10:00am – 4:00pm............Cost: $90/person

Cypress Gardensenters the new mil-

lennium with traditionalgrace and grandeur. Thecharm of the old South comesalive with new highlights such asnew displays in The FloraDome, acovered botanical exhibit thatchanges seasonally; an enhancedconcert series; and the GatorGulch alligator habitat.

The everyday loveliness of theoriginal gardens and the eleganceof a serene lake cruise aboard theSouthern Breeze* paddle wheelboat brings guests back year after

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year. See over 1,000 free-flyingbutterflies in Wings of Wonder®,the Butterfly Conservatory orlaugh at the antics of the loriesand lorikeets in the “Birdwalk”aviary delighting guests of all ages.Bedazzling world-class seasonal flo-ral and lighting festivals; scenic flo-ral boat rides; wildlife sanctuary;Summer Wacky Water Park and somuch more! *Restrictions apply.

WEDNESDAY, MAY 7th

FEI Golf Tournament7:00am – 3:00pm ............Cost: $135/person

Sponsored by: Alliente, Inc.

End your conference experi-ence with a challenging round

of golf. FEI’s Annual GolfTournament will take place at thespectacular Lake Buena Vista GolfCourse. This course is one of theselect few that have hosted a PGATour Event, a LPGA Tour Event,and a USGA Event. Golf Digest hasgiven this course four stars. Comeplay where the legends play! Ashotgun start will begin at 7:00am.Format will be Team Best Ball ofFour with Low Gross, Low NetIndividual Scores. Your golf feeincludes: 18 holes of golf, greenfees and cart, continental break-fast, boxed lunch, round triptransportation, and prizes.

Registration: Deadline to registerfor golf is April 15th. Registrationis limited, so please sign-up at yourearliest convenience either on ourwebsite or by mail.Cancellation Policy: Refunds will not be given after

April 19th unless a substitute can be found.

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Kennedy Space Center Tour10:00am – 4:00pm............Cost: $90/person

This is a privatelyguided, fully

escorted tour of theKennedy Space Center (KSC) – anadventure on a humongous scale.KSC is a working space facility,wildlife refuge, science and researchcenter, art gallery, and nationalarchive all rolled into one. The tourincludes the 5-1/2 story IMAXmovie, “The Dream is Alive,” RobotScout & Quest for Life films. You’llvisit the Apollo/Saturn 5 Center,the Observation Gantry 39 and theInternational Space Station Center.

Airboat Adventurewith Lunch10:00am – 2:00pm ............Cost: $75/person

You will quicklydiscover why

everyone wants toexperience this guid-ed tour. Your adventure into thewetlands of Central Florida offersyou a sensational close-up view oftowering Cypress trees, naturalwetlands and wildlife. On each ride,you’ll have the opportunity to expe-rience soaring eagles, osprey,snakes, turtles and Florida alligators.

You will also enjoy the excitementof whisking across the surface ofthe water at speeds up to 45 MPHwhile shooting between walls oftall grass. This is a fun experiencefor anyone of any age! Guests willthen go across the street to EastLake Fish Camp Restaurant andenjoy a group lunch.

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Disney InformationVisit the Disney website at www.disney.com

Valet Parking: Effective 7/16/01, allWalt Disney World Resorts® will implementa daily charge of $6.00 for valet parkingfor all guests. This charge will be applied tothe resort guest’s room folio nightly. Dayguests will be charged at the time theyclaim their vehicle. This charge onlyimpacts those guests who choose to useValet Services. Complimentary parking isstill available to those guests who chooseto self-park.

Disney’s Character Breakfast: Thisbreakfast is available every morning in theCape May Restaurant at Disney’s BeachClub Resort from 7:30am – 11:00am. Tomake reservations, please call 407-WDW-DINE. Reservations MUST be made 90 daysin advance. Cost: $16.99 ages 12 and up;$8.99 for ages 3-11. (Prices subject tochange.)

Your Ticket to Disney Magic: As anattendee of the Financial ExecutivesSummit, you can enjoy the following bene-fits by purchasing your tickets in advance(prices subject to change):

• Convenient Park Hopper® privileges to allfour Theme Parks with full day, multi-day tickets.

• Complimentary visit(s) to either Down-town Disney® Pleasure Island or DisneyQuest® Indoor Interactive Theme Park.

• Disney’s FASTPASSSM. Receive a freevoucher with a designated attractionboarding time, then enjoy the privilegeof usually waiting no ore than 20 min-utes in line. (Check your Park Guide-mapsfor details) Or call 407-423-7898 ext. 14and order your tickets.

Want to see the World? We have just theticket! Go to: https://secure.hes-services.com/WDWticket/FEI.asp and purchase your tickets. Whencompleting the online form, the Conven-tion Name is “Financial Executives Summit”and the Organization Name is “FEI.”

Walt Disney World Park Hours: EachPark has different operating hours. Youcan find out Park hours 30 days beforeyour arrival by calling 407-824-4321 or goonline at www.disneyworld.com.

Kids Nite Out (private sitters):Reservations may be made up to 30 daysin advance. Will try to accommodate same-day calls or unusual hours. Reservationsare required – please call 407-827-5444 –7 days a week from 8:00am – 9:00pm.

Kid’s Nite Out caregivers can provide one-on-one in-room childcare in the comfort ofyour Walt Disney World Resort room. Theprofessional staff of Kid’s Nite Out givesyour child individual attention by playing avariety of fun-filled activities with him/herincluding reading books, coloring or playingI Spy games. We can also provide a fun,well-trained sitter to accompany your child

to area attractions or to just hang out withyour family if you need a father’s/mother’shelper.

Rates are based upon the number ofchildren (prices subject to change)

1 child ......................$13.50/hour2 children................$15.50/hour3 children ................$17.50/hour4 children................$19.50/hour• For groups of more than 4 children, all

children must be 2 years or older, pleasecall Kid’s Nite Out for rates.

• After 9:30pm, there will be an additional$2.00/hour charge.

• One-time transportation fee of $8.00will be added to total bill.

All rates are hourly based, with a 4-hourminimum, and a one-time transportationfee. Cancellations require 4 hours notice toavoid the 4-hour charge. Advance reserva-tions are required. Prices are subject tochange without notice. For childcare onholidays and special events, rates are sub-ject to change.

Sandcastle Club (onsite care in agroup setting): Guests registered atother Walt Disney World Resorts maymake reservations through 407-WDW-DINE.Same day reservations call ext. 3750 from4:30pm – Midnight daily. (Prices subject tochange.)

Hours are: 4:30pm – Midnight.Located off Beach Club Resort lobby nearAtlantic Wear.

Charge: $8.00/hour for each child (onehour minimum)

Cancellation Policy:

• A credit card guarantee is required and ano-show charge will apply to parties thatdo not arrive as scheduled.

• Parties that do not show are subject toa no-show charge. Same day cancella-tions also will be subject to the no-showfee.

• The no-show charge is $16.00 PER CHILDin the party.

• If parties need to cancel, they shouldcancel at least 24 hours in advance.

• Reservations are held 30 minutes, afterwhich they are released for walk-ins.

The Sandcastle Club is for Walt DisneyWorld guests only. All children must befrom the ages of 4-12 and toilet trained.Age restriction is due to license require-ments. There are no exceptions! Ask aboutthe package plans. Meals are available forthe children from 6pm – 8pm and areincluded in the hourly rate. Menu consistsof hot dog with French fries, macaroni andcheese, chicken strips, peanut butter andjelly sandwich.

Disney’s Grand Floridian Spa andHealth Club: The Grand Floridian Spa andHealth Club invites you into an environment

of gracious hospitality and luxury service inkeeping with the tradition of elegancefound at Disney’s flagship resort. Relax,indulge and experience the ultimate in per-sonalized facial and body therapies at thisfull-service spa and health club comple-mented by spa cuisine in our natural juicebar. Whether you enjoy a pampering mas-sage and manicure, a stimulating sauna andsteam or a vigorous workout, you’ll findthe perfect balance of beauty

and wellness. Contact the Grand FloridianSpa at 407-824-2332. As an alternative,you can also enjoy a wide array of luxuri-ous, relaxing therapies, including facials,massages, body wraps and hand and foottreatments at The Spa at the DisneyInstitute. Reserve individual treatments orhalf- or full-day programs at 407-827-4455. This spa is located off property andyou will receive a complimentary travelvoucher for your visit.

Registration InformationMember/Non-Member Registration Fee:Your registration fee covers all sessions,conference program notebook, conti-nental breakfasts, refreshment breaks,lunches and receptions on Monday &Tuesday, plus the opening and closingevents.

Spouse Registration Fee: Your registra-tion fee covers all sessions, continentalbreakfasts, refreshment breaks, lunch-es, reception on Monday, the openingand closing events and a spouse gift.

Opening & Closing Events: If you wouldlike to bring a guest to Sunday’s open-ing event, the cost is $150 per person;to Tuesday’s closing event, the cost is$125 per person. Attendees must be 21years or older to attend the openingand closing events (in accordance withFlorida drinking law). Please contactTracy Santella, Registrar [email protected] to order extra tickets.

Refund Policy: Refunds will be issuedon cancellations received on or beforeApril 7, 2003. Cancellations receivedfrom April 8 – 14 will be issued a fullcredit to a future FEI conference.Cancellations received after April 14thwill not receive any refund or credit.All cancellations MUST be received inwriting.

CPE Credit: FEI is registered with theNational Association ofState Boards ofAccountancy as a sponsorof continuing professional

education on the National Registry ofCPE Sponsors. State Boards have finalauthority on the acceptance of individ-ual courses. Complaints regarding regis-tered sponsors may be addressed toNASBA, 150 Fourth Avenue North,

Suite 700, Nashville, TN 37219,615-880-2400. Recommended CPE credit:17. Prerequisites/Advance Preparation:None. Experience Level: Intermediate.

Hotel Reservations: Attendees areresponsible for making their own hotelreservations. A block of rooms havebeen reserved at Disney’s Yacht &Beach Club Resort up to April 3, 2003,at a group rate of $229.00 (single/dou-ble occupancy). Each additional personin the room (18 years or older) is anadditional $25.00 per person per night.Any reservations received after thecutoff date (or if the group rate sellsout early) will be on a space-available/rate-available basis only. When makingyour reservations, please indicate thatyou are an FEI attendee. For reserva-tions, please call 407-934-3372.

Disney Yacht Club1700 Epcot Resorts BoulevardLake Buena Vista, FL 32830-1000Telephone: 407-934-7000Fax: 407-934-3450

Disney Beach Club1800 Epcot Resorts BoulevardLake Buena Vista, FL 32830-1000Telephone: 407-934-8000Fax: 407-934-3850

Hotel Checkout: Checkout time is 11:00amat all Walt Disney World Resorts. If youare planning to participate in the golftournament or post-conference toursand are also scheduled to depart onWednesday, May 7th, please rememberto ask for a late checkout. The hoteldoes not guarantee late checkouts.Attendees are responsible for any latecheckout fees or penalties. The bell standwill be able to store your luggage forfree if you need to use them.


Name: __________________________________________________________________ Name for Badge:________________________________

Title: ____________________________________________________________________________________________________________________

Spouse: ________________________________________________________________ Name for Badge:________________________________

Company: ________________________________________________________________________________________________________________

Which FEI Chapter Do You Belong To: __________________________________________________________________________________________

Address: __________________________________________________________________________________________________________________

Address: ________________________________________________________________________________________ Country: ______________

Phone: ____________________________ Fax: ______________________________ Email: ________________________________________

■ Registration Fees: EARLY BIRD REGULARPOSTMARK DATE: BY MAR 15, 2003 AFTER MAR 15, 2003

FEI Member $645 ❑ $895 ❑

IAFEI Member $645 ❑ $895 ❑

FEI/IAFEI Spouse $245 ❑ $345 ❑

Non-Member $1,095 ❑ $1,195 ❑

FEI Golf Tournament $135.00 ❑ $135.00 ❑

Attendee Handicap:________ Spouse Handicap:________

Total Registration Remittance: ________________

Please note: Membership in FEI is on an individual basis.If you are personally not a member, please pay thenon-member rate. Or, join FEI today.

■ Payment:ALL FEES MUST BE MADE IN U.S. DOLLARS

❑ Check (payable to Financial Executives Int’l)

❑ AmEx ❑ MasterCard ❑ Visa

Acct No: ______________________________________________

Exp. Date: ____________________________________________

Signature: ____________________________________________

■ Membership:

MEMBERSHIP CRITERIA: To be eligible for FEI membership,you must have responsibilities for policy-making and adminis-tration of the financial function in your organization. Youremploying company must have $5 million net worth, $15 millioncapital or $20 million operating expenses. Banking institutionsmust have $500 million total assets and governmentcorp./authorities must have $100 million in total assets.For more member information, call 973-898-4600 or visit ourwebsite at www.fei.org.❑ Yes, I want to join FEI (includes a one timeinitiation fee) $700

Signature: __________________________________________

Total Registration Remittance: ____________

FEI HEADQUARTERS HAS MOVED!Effective immediately, FEI’s new address is

200 Campus Drive, Suite 200Florham Park, NJ 07932

The main phone number is 973-765-1000

THREE WAYS TO REGISTER!

Internet:Register through FEI’s website at

www.fei.org/events/conferences/summit03/agenda.cfm

By Fax:973-765-1031 or

973-765-1018 (24 hours)

By Mail:Please complete this form and return it with payment to:

Financial Executives International200 Campus Drive, Suite 200

Florham Park, NJ 07932

B

FEI Summit Registration

■ Concurrent Sessions:Please select the ones you want.

Workshops:Please select theones you want...

❑ Mon 3:55p

❑ Mon 3:55p

❑ Tue 3:30p

Seating in eachworkshop is limitedto 200 people andis on a first-come,first-serve basis.You MUST registerfor your workshopchoice when com-pleting your regis-tration in order tosecure your place.

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W1❑ Mon 2:40p

❑ Mon 2:40p

❑ Mon 2:40p

❑ Mon 2:40p

❑ Mon 3:55p

❑ Mon 3:55p

❑ Mon 5:00p

❑ Mon 5:00p

❑ Tue 2:15p

❑ Tue 2:15p

❑ Tue 2:15p

❑ Tue 2:15p

❑ Tue 3:30p

❑ Tue 3:30p

❑ Tue 3:30p

❑ Tue 4:40p

❑ Tue 4:40p

❑ Tue 4:40pF4

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E1

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■

Opening & ClosingEvents:

If you would like to bring

a guest to Sunday’s opening

event, the cost is $150 per

person; to Tuesday’s closing

event, the cost is $125 per

person. Attendees must be

21 years or older to attend

the opening and closing

events (in accordance with

Florida drinking law).

Please contact Tracy

Santella, Registrar at

[email protected] to

order extra tickets.

FEI PartnersFEI Is Pleased To Be AssociatedWith Such Fine Organizations

STRATEGIC PARTNERS

FEI Partners

ASSOCIATE PARTNERS

For Information on Exhibiting, Sponsorships, and AdvertisingPlease Contact Brenda Newkirk, Manager, Exhibits & Events

Marketing at [email protected] or 973-765-1054

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www.eva.com

www.gt.com www.hyperion.com

www.kpmg.com www.marsh.com

www.nasdaq.com www.nyse.com

www.pwcglobal.com www.rhimr.com

Financial LEADERSHIP in Turbulent Times · 2018. 12. 12. · Financial LEADERSHIP in Turbulent...

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Transcript of Financial LEADERSHIP in Turbulent Times · 2018. 12. 12. · Financial LEADERSHIP in Turbulent...