FP&A for High-TechReap the rewards of successful planning

April 8 & 9, 2014JW Marriott Union SquareSan Francisco, California

Speakers

• Senior Director, Finance, Microsoft• Vice President, Finance, Nikon• Vice President, Finance, Intuit• Controller, Intel• Senior Director, Finance, Gracenote• CFO, International Finance, Gogo Air• Controller, Intel• Senior Director, Finance, Yahoo• Director, Finance, Kodak• Business Controller, Broadcom

• Director, Corporate Finance, Intuit• Director, Finance, Google• Director, Finance, Nobel Biocare• Head of Global FP&A, Applied Materials• Finance Planning, BP• Director, FP&A, T-mobile• CFO, Polyera• Vice President, Finance &

Operations,Tidemark• Manager, FP&A, Google

Confirmed Speakers

Past Delegates• Vice President, Finance - Xerox

• Senior Director, Finance - HP

• Vice President, Finance- Sony

• Director, Finance - Dell

• Director, FP&A - Electronic Arts

• Director, FP&A, Boeing

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

Job Title Of Attendees

President/Principal

SVP/VP

C-Level

Snr. Director/Director

Global Head/ Head

Snr. Manager/Manager

Academic (1%)

78%

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

Company Size Of Attendees

8%

11%

25%56% 81%Attendees are

companies with at least 300

employees

3%

21%

12%

42%

13%

8%

Attendees are at Director level or above

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Rick Lawlor is the CFO of Microsoft’s Global Foundation Services division.   He is responsible for the financial management and operations for the cloud infrastructure and foundation technologies that powers Microsoft’s online businesses worldwide. Lawlor joined Microsoft in 2005 and previously led Strategy Sourcing and Procurement in the Windows & Online Services Division.   Prior to Microsoft, he served as the CFO for Travelport a subsidiary of Cendant, where he was responsible for the financial management of more than $1B in annual revenue and was deeply involved in the company’s successful acquisition of Orbitz.   Prior to Travelport/Cendant, he led a variety of finance and business developments roles at two technology start-ups.  Also served as a consultant at PricewaterhouseCoopers and auditor at Deloitte & Touche.

How Business Partnering Drives Finance TransformationThe role of any Finance leader, from CFO to Business Unit Finance Leads and Controllers, is rapidly changing and evolving.   As the business environment becomes more challenging, business priorities shift and senior executives ask more of their finance partners, our role as finance leaders is and must transform to meet business needs and drive more impact on the business.  Therefore let’s explore how to approach, frame, lead and manage successful finance transformation initiatives to uplevel from traditional finance to strategic business partner that ultimately improves strategic planning, business performance management, partnering and decision-making, financial operations, and talent management.

Rick LawlorSenior Director, FinanceMicrosoft

Financial forecasting & planning within the high-tech industry is no easy task in today's economic environment. Due to the importance of investment in R&D, sales & marketing for high-tech companies, a huge amount of capital is required in advance, creating unique challenges for the finance department. This, coupled with the highly competitive nature of high-technology with its rapid development means that the FP&A team has to work even harder to successfully function and achieve growth.

In 2014 this summit will provide finance leaders within the high-tech industry with the chance to gather together and share current challenges and triumphs.

Topics covered will include the following:

• Forecasting Methodologies

• Business Partnering

• Optimization

• Challenges for Startups

• Rolling Forecasting

• Fast-Growing Technology Companies

• Agile Planning

• Global FP&A

• Finance Transformation

About The Summit

Confirmed Speaker Information

Experienced Finance and Strategy leader with 13+ years’ experience spanning industry and consulting. Leveraged financial analysis, creative thinking and analytical tools to drive top and bottom-line impact. Partnered with senior executives to drive strategic decision- making through data-driven insights and actionable recommendations. Managed relationships and presented to Executive Leadership.

Challenges for Startups

The presentation will discuss Long Range Financial Planning and Forecasting challenges encountered in a start up business environment where both Revenue and related Costs are fluid. This in combination with a rapidly evolving market and competitive landscape results in unique challenges planning challenges. It will cover non-traditional planning techniques and tracking mechanisms along with recommended planning strategies for the future.

Rishi PotdarDivisional CFO & Director, International Finance Gogo Air

Bhargavi Wadhwa is the World Wide Revenue Controller for Intel’s Sales and Marketing Group. Bhargavi leads and manages the corporate world wide revenue close and forecasting process, including managing all revenue controls, developing consistent revenue policies  and processes across the geos, and ensuring controlled revenue recognition processes for existing and new business models.   Bhargavi joined Intel in 2003 as a competitive strategic analyst in Sales and Marketing. She then moved on to various roles including Sr. Pricing Specialist where she owned developing cross-client and desktop pricing strategies for the short and long term CPU roadmap, and Business Analysis and Reporting Manager where she managed all financial close and reporting processes for the Mobility P&L. Prior to Intel, Bhargavi worked at Ford Motor Company/Visteon Corp and held a variety of roles in operations finance. 

Managing a Worldwide Team

Bhargavi is the World Wide Revenue Controller at Intel, where she overseas corporate revenue close, outlook guidance, annual revenue business plan, revenue controls, revenue policies and revenue recognition for her staff and the revenue teams for Intel across the globe.Bhargavi will present key learnings, challenges, and opportunities from managing an FP&A team and the world wide revenue teams at Intel.   She will focus on setting vision for world wide teams, managing across geos, and juggling her career as a working mom with two children (age 6 and 4).

Bhargavi WadhwaWorldwide Revenue ControllerIntel

Derek Waxman, Legal & Corporate Affairs Controller, is responsible for Business Analysis and Reporting as well as strategic initiatives for the worldwide LCA division at Intel.  Derek leads and manages the financial reporting for Intel Corporate G&A while also acting as CFO for the Intel Key Generation Facility, the largest cryptographic key generation facility in the world for content protection.  Derek joined Intel in 1999 as a senior financial analyst in the Technology Development Group managing R&D

spending and semiconductor factory capital.   He then moved on to various roles within the Sales & Marketing Group (SMG).   His roles included Americas Partner Marketing Group Finance Manager, where he was responsible for financial management for the Intel Inside® Program, and then Worldwide SMG Risk Management Controller, responsible for controls & compliance requirements for all aspects of SMG, including Ethics & SOX compliance for Revenue, Marketing, Channel & IIP.  Derek is a graduate of Brown University and prior to Intel was the Assistant Controller for a national insurance administrator based in the SF Bay Area.

Derek WaxmanController, Legal & Corporate AffairsIntel

James Miln has had 15 years business experience in finance and operations in the consumer goods, marketing and internet industries, globally, regionally and locally. He has implemented new processes and models for the operational support of innovation, marketing, sales and supply chain functions, including developing the standard innovation models across Unilever. At Yahoo, following Revenue Forecasting roles in EMEA, he was the Finance lead for their Global Product strategy and product management; and now leads their Global Operations Finance team overseeing all operational revenue reporting and analysis.

Financial Reporting & Forecasting Transformation and Innovation

How can FP&A meet the challenges of data overload, business model change and organizational flux.

James MilnSenior Director, FinanceYahoo!

Mr. Sasaki is responsible for Finance, Human Resources, and Information Technology at Nikon Precision. Prior to joining Nikon in 1990, Mr. Sasaki was with Apple Computer and Deloitte & Touche. He earned an MBA degree from the University of California at Berkeley, and is a California licensed CPA. Presenting Financial Information to Management to Gain ApprovalHow do you reach management or senior management who have the decision making authority, but may or may

Gregory SasakiVice President, FinanceNikon

not have a deep financial background?How do you keep these very busy people ‘in the room’ and off their mobile phones so that you can deliver your important messages?How do you get their approval for your project or purchase, or provide a clear financial report to management?In this session we will discuss some key concepts and approaches to engage your audience. To inform them, motivate them, and inspire them.

PricingThis presentation will cover the following key points:· The importance of using "meet competition" pricing · The importance of rewarding sales reps based on the ability to get higher prices (leads to less requests for meet competition pricing) · The importance of maintaining annuity pricing on the installed base even when new equipment is sold. This can be done with weighted average pricing on annuities. · The importance of having a price desk for pricing reviews of deals below "floor prices" · After-the-fact monthly reporting of deals to ensure compliance · Pricing down the volume curve – the virtuous circle

David OnderdonkDirector, Worldwide FinanceKodak

Dave Onderdonk is the Worldwide Finance Director for two business units in Eastman Kodak with total revenues of $300M: Electrophotographic Printing Solutions and Enterprise Services. Dave joined Kodak directly after graduating with honors from Indiana University with an MBA in Finance in 1982. He did his undergraduate work at Iowa State University where he received a bachelor’s degree with honors in Mechanical Engineering. Dave has worked in a variety of manufacturing and business unit finance roles, corporate auditing, and at one time was the Financial Reporting Director for Kodak’s $5B Consumer Imaging business. For the last 15 years, Dave has been Worldwide Finance Director for equipment, consumables, and service businesses and has played a key role in strategic planning and pricing initiatives.

MBA in Finance & Accounting from the Kellogg School of Management at Northwestern University.  Aligning Capital Plan to Company StrategyIn a maturing industry, when expanding free cash flow becomes paramount, it is essential to revisit a company’s capital allocation strategy . In this presentation we will explore how to establish a tighter linkage between a company’s capital portfolio and its stated strategic objectives, balance the risk and value-creation trade-off, and sustain pursuit of emerging growth opportunities

Taimur KhanDirector, FP&AT-Mobile

Taimur Khan leads the capital budgeting and governance team as part of Corporate FP&A at T-Mobile. Taimur manages planning, allocation and approvals processes for capital projects and is responsible for performing the corporate controlling function. Previously, he was part of the corporate strategy group where he led engagements on crafting business unit strategies and executed strategic partnerships. Prior to joining T-Mobile in 2009, Taimur consulted for major global brands in consumer goods and pharmaceutical industries, advising clients on new product development, and marketing and channel strategy. Taimur holds a Bachelors in Economics from Yale University and an

Vincent heads up Finance for Google’s Technical Infrastructure group, covering the data centers, networks, and systems that bring Google services to the world. In his earlier roles, he provided financial stewardship over the billions of dollars of revenue that the advertising sales teams bring in.   Before joining Google, Vincent held senior Finance and General Manager roles in the consumer sector, notably at Amazon.com, Burger King and KFC. He started his career in management consulting at Booz & Co. His work has based him in multiple countries across Europe and Asia as well as the US. His undergraduate degree is in

Vincent ToolanDirector, FinanceGoogle

Mathematics, from the University of Cambridge; he holds an MBA in Finance from Wharton, and an MA in International Studies from the Lauder Institute at the University of Pennsylvania.   An Insider’s View of Google by the NumbersThemes of the presentation will include: An insider’s view of Google by the numbers   Eating the dogfood - how we use our own products   Values to live by: defining the FP&A brand  Truth and beauty in business analysis

The Next Generation of FP&AThe role of financial planning and analysis (FP&A) is changing, and the potential for FP&A to enable company success has never been greater.   Success is increasingly dependent upon data-driven decisions in real-time in order to increase profitability, drive growth, and find a competitive advantage. It’s time for FP&A professionals to reset the bar. The next-generation technologies -- cloud, big data and mobile are enabling companies to do more, better, faster.   For the Office of the CFO and the operational teams they support, making the right technology decisions and investments has never been more important, nor more strategic.In this session, Colby Moosman, Tidemark’s VP of Finance & Operations, will present attendees with:Perspective on why investment in next-generation technologies is a strategic imperativeAppreciation for what’s possible with these next generation technologies

Colby MoosmanVice President, Finance & OperationsTidemark

A prime example of a transformational CFO, Colby Moosman has helped one of the world’s largest airlines and a leading U.S. homebuilder navigate crucial periods of restructuring, resurgence, mergers, divestiture and more. Moosman joined Tidemark in November 2013 after more than four years at American Airlines, where he advanced through a series of crucial Finance roles. While there, he directed financial planning and analysis activities during the airline’s Chapter 11 bankruptcy and developed an innovative corporate planning concept that resulted in the largest commercial aircraft order in history, a critical step in American Airlines’ turnaround. He also led restructuring-driven “fresh start” valuations and the accounting team’s merger integration efforts. Before joining American Airlines,

customer-first mindset are essential ingredients in creating a plan that delivers for employees, customers, and shareholders. The plan needs to be flexible and without plugs—revenue growth and expenses should be explicitly tied to customer acquisition goals.

Matt RhodesDirector, Corporate FinanceIntuit

Customer Driven Financial PlanningCreating a financial plan that puts customers first requires tradeoffs. Companies must identify and weed out bad revenue to mitigate the risks of alienating their customers and hampering long-term customer and revenue growth. Short-term revenue growth could suffer as a result, setting up some difficult decisions.   Planning principles and a

The Information

Registration Pricing

FP&A for High-Tech Summit Date: April 8 & 9, 2014 Location: San FranciscoVenue: JW Marriott Union Square

Ways to Register+1 415 992 5352 +1 415 988 5753 Register Here Now

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)

One Day, Academic & On-Demand Passes also available - contact Zain - zyasin@theiegroup.com for details.

For larger groups or special requests contact Zain by calling +1 415 992 5352 or email zyasin@theiegroup.com* Team discounts are applicable at the point of registration only.

Silver Pass

$1495Access to all sessions &

networking events

$1295Early Bird Price

(before January 31)

Diamond Pass

$1995Access to all sessions, networking events, annual subscription to IE.

membership & Strategic Analysis Report

$1795Early Bird Price

(before January 31)

Gold Pass

$1795Access to all sessions, networking events & annual subscription to IE. membership

$1595Early Bird Price

(before January 31)

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2. Pass Types...Early Bird Pass Options until January 31, 2014

Early Bird Silver: $1295 Attendees ____ Early Bird Gold: $1595 Attendees ____ Early Bird Diamond: $1995 Attendees ____

Regular Pass Options after January 31, 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 ($900per 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 Zain Yasin by calling +1 (415) 992 5352 or email zyasin@theiegroup.com.Group 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 & annual subscription to IE. membershipDiamond Pass: Access to all sessions, networking events, annual subscription to IE. membership & Strategic Analysis Report

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Prices are exclusive of VAT. Places are transferable without any charge to another Summit occurring within 12 months of the original purchase. Team discounts are applicable at the point of registration only. Any cancellations within a group registration will in turn incur an increase in registration fee for the remaining group participants. Cancellations before March 3, 2014 incur an administrative charge of 50%. If you cancel your registration after March 3, 2014 you will be charged the full fee. You must notify The Innovation Enterprise in writing of a cancellation, or you will be charged the full fee. The Innovation Enterprise reserve the right to make changes to the program without notice. NB: FULL PAYMENT MUST BE RECEIVED BEFORE THE EVENT.

Registration FormFP&A for High-Tech SummitApril 8 & 9, 2014 | JW Marriott Union Square | San Francisco | CaliforniaFor registration or more information on the program, please call Zain on +1 (415) 992 5352, or fax this registration form to +1 (415) 988 5753

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7 Schedule

Networking Drinks 17.00 - 19.00

April 9

Session One 08.30 - 10.00

Coffee Break 10.00 - 10.30

Session Two 10.30 - 12.00

Lunch 12.00 - 13.30

Session Three 13.30 - 15.00

Coffee Break 15.00 - 15.30

Session Four 15.30 - 17.00

Day Two

April 8Day One 08.30

10.00

10.30

12.00

13.30

15.00

15.30

17.00

19.00

08.30

10.00

10.30

12.00

13.30

15.00

15.30

17.00

Session Five 08.30 - 10.00

Coffee Break 10.00 - 10.30

Session Six 10.30 - 12.00

Lunch 12.00 - 13.30

Session Seven 13.30 - 15.00

Coffee Break 15.00 - 15.30

Session Eight 15.30 - 17.00

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Confirmed Sponsors

For sponsorship information contact Giles at ggodwinbrown@theiegroup.comF TI L

Networking Drinks Sponsor & Exhibitor

Exhibitor

Silver Sponsor

Exhibitor

Bronze Sponsor

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

Financial Forecasting & Planning InnovationSummit April 10 & 11, London

FebruaryFinancial Forecasting & Planning InnovationSummitFebruary 19 & 20, San Diego

OctoberCFO Rising WestOctober 21 & 22, San Francisco

Corporate Venturing Summit October 21 & 22, San Francisco

Start Ups & The CFOOctober 21 & 22, San Francisco

Financial Forecasting & Planning InnovationSummitOctober 23 & 24, Shanghai

Financial Forecasting & Planning Innovation SummitOctober 30 & 31, Mumbai

SeptemberFinance Transformation Summit September 9 & 10, Boston

Financial Forecasting & Planning Innovation Summit September 9 & 10, Boston

Risk Management Summit September 11 & 12, Boston

MayFinance in Pharma & Healthcare ForumMay 15 & 16, Philadelphia

FP&A for Consumer Goods 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

JunePayment SummitJune 11 & 12, Chicago

Corporate Performance Management WestJune 18 & 19, San Diego

Retail

Flagship Summit

Expected Attendees

High Tech

CXO

Pharma & Biotech Healthcare

Consumer Goods

Finance

MarchCFO Rising EastMarch 12 & 13, Miami

CFO InnovationMarch 12 & 13, Miami

Corporate Finance TechMarch 12 & 13, Miami

Outsourcing Innovation SummitMarch 12 & 13, Miami

Financial Forecasting & Planning Innovation SummitMarch 25 & 26, Hong Kong

DecemberController SummitDecember 3 & 4, Boston

NovemberBig Data For FinanceNovember 12 & 13, Boston

CFO Playbook for Private CompaniesNovember 19 & 20, Miami

CFO

2014 Calendar

Continued...Compliance & Regulation Summit September 11 & 12, Boston

CFO InnovationSummit September 17 & 18, London

JulyTreasury Management SummitJuly 10 & 11, Boston

What you get...• Access to over 1000 hours of On-demand training on topics that are important to you, like S&OP, FP&A, Predictive

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

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

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

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