How CFOs are Driving Growth | Boston | February 21, 2012

Register Now CPE Credits Available

Locations

100 Huntington Avenue
Boston, MA, 02116
United States
100 Huntington Avenue
Boston, MA, 02116
United States
100 Huntington Avenue
Boston, MA, 02116
United States
Cost: 
Free

Signups closed for this Event

Overview

Event Details

Date: February 21, 2012
Time: 8:00 AM - 10:30 AM
Location: Boston Marriott Copley Place
110 Huntington Avenue
Boston, Massachusetts 02116
Cost: Free

CFOs are being asked to do more these day, and not just more in their existing roles. CFOs are increasingly looked at as agents of change in an area where we have traditionally not played: growth. CEOs and boards are giving CFOs more product-line responsibility, more GM roles, and more exposure to sales and marketing organizations. Are they grooming CFOs to be CEO? You bet. They are also trying to bring the intelligence formerly reserved for optimizing internal operations into the side of the business that is responsible for top line growth. Are you ready to answer that call? We have experts here to tell you, over an engaging networking and educational breakfast, what they have learned about driving growth in their companies. Participate in an open roundtable and get your questions answered by your peers who have been there.

Agenda


8:00 AM Light Breakfast, Registration, and Networking
8:30 AM Welcome and Opening Comments
Ernie Humphrey, VP Educational Programs, Proformative
8:35 AM Driving Top Level Growth:
What our client CFO's are doing to drive growth at their company

Jim Leavitt, Founder and co-CEO, Cervello
8:50 AM How Finance Helped Drive Growth
David Siewers, CFO, Selecta Biosciences
9:05 AM Driving Growth as the CFO
Kim Dodge, CFO, Circles
9:20 AM How do People, Process & Technology Play a Role in Enabling Growth?
Keri Brooke, VP Marketing, Host Analytics
9:40 AM Roundtable Discussion and Q&A
Keri Brooke, VP Marketing, Host Analytics
Kim Dodge, CFO, Circles
Jim Leavitt, Founder and co-CEO, Cervello
David Siewers, CFO, Selecta Biosciences
Moderated by Ernie Humphrey, VP Educational Programs, Proformative
10:30 AM Event Adjourns

Speakers


Speaker
Keri Brooke
VP Marketing, Host Analytics

Keri currently manages Host Analytics' product marketing activities. She also oversees lead generation, PR and Analyst Relations. Keri has over 15 years' experience in the CPM space. Previously, she managed the highly successful release and launch of Hyperion Planning and subsequently ran Product Marketing for all of Hyperion's packaged applications. d. During her time in corporate marketing Keri managed Hyperion's global launch and marketing programs. Most recently Keri was with Oracle where she led the Product Management team responsible for all the Oracle EPM Planning products. Prior to working in the high tech industry, Keri held positions in Finance and IT for large organizations such as Ciba Geigy and Unilever. Keri is a chartered UK accountant and has a BA (Hons) in Economics from the University of Sussex.

 
Kim Dodge
CFO, Circles

Kim is a CPA with over 20 years’ experience in executive finance roles in software, consulting, services and medical device organizations. She is a leader in developing and executing strategic plans to turnaround, acquire and grow businesses. She is currently the CFO of Circles, a Sodexo company. Circles partners with top brands to create enduring relationships with their most valued customers through experiences like concierge services and special events. Prior to Circles Kim was VP of Finance and Administration at Kewill, a software company providing global trade and logistics solutions. During her career she has launched new business both domestically and internationally and restructured existing entities to improve the customer experience and quality, increase profits and establish a platform for future growth. She has been the key negotiator on closing complex, transformative deals and partnerships including M&A. Kim has worked with SME’s as well as large multi-national companies like WPP Group, Philips, and currently Sodexo. She started off her career at Arthur Andersen, has extensive knowledge of GAAP and IFRS and has been responsible for IT and HR in addition to finance.

Speaker
Ernie Humphrey
VP, Educational Programs, Proformative

Ernie Humphrey has over 15 years of experience in treasury and finance, encompassing working capital management, financial risk management, investment management, financial reporting and acquisition integration management. Ernie currently serves in the role of Vice President, Membership & Marketing at Proformative where his responsibilities include developing and delivering best-in-class, free professional resources for treasury and finance professionals. Formerly, Ernie served as the Director of Treasury Services and as a Director of the Corporate Treasurers Council for the Association for Financial Professionals. Ernie has extensive practical experience in the areas of international cash management, global insurance, and acquisition integration. Ernie has a BS and MS in Economics both from Purdue University.

Speaker
Jim Leavitt
Founder and co-CEO, Cervello

Jim is responsible for setting the strategic direction and managing the go-to-market efforts of the business. Prior to founding Cervello, Jim was a senior executive at Painted Word Inc. and Palladium Group Inc. During his tenure with Painted Word and Palladium, Jim led the Financial Services practice and managed Palladium’s Chicago and New York offices. Prior to Palladium, he served as CEO of Red Bird LLC, where he re-started this early stage content security software company. Jim has built up and ran information technology services companies including ONEWORLD Software Solutions, Sapient’s Healthcare Business Unit, and Bremer Associates with a focus on financial services, technology, healthcare, manufacturing, and government markets. He started his career in Sales and System Integration at Digital Equipment Corporation. He earned a B.S.E. from Princeton University and serves as a Board of Director for Red Bird LLC and True Presence, Inc.

Speaker
David Siewers
CFO, Selecta Biosciences

David has 30 years of experience in financial management and is an expert in financial systems design and implementation, cost efficiency, equity and debt financing and mergers and acquisitions. Since 2002, David has built his own successful finance and operations consulting company providing strategic guidance and tactical implementation of accounting systems, management and regulatory reporting, internal controls, profitability and cost analysis in an extensive array of clients ranging from startups to mid-level companies. He has also contributed to raising in excess of $75MM as the initial funding or for the expansion of several of his clients. Prior to creating his own consulting company, David spent over 20 years in the financial services arena as CFO/SVP of Fleet Investment Services (trust and advisory), Fleet Services Corporation (loan, deposit and technology operations) and SVP Putnam Investments. David graduated from Marietta College and received his CPA in 1978 while working at KPMG.

Sponsors


sponsor

Host Analytics offers the only full SaaS Corporate Performance Management (CPM) suite which helps CFO’s drive fact based decision making throughout the organization and put rigor into financial processes. Host Analytics' on-demand CPM solution helps executives see the full implications of decisions—both risk and reward. Finance departments using Host Analytics enjoy lower headcount costs, streamlined budgeting, planning, scenario analysis, financial reporting and consolidation processes. Unlike traditional in-house solutions that require a large capital investment up front and specialized personnel to support them, Host Analytics customers get started by paying an annual subscription fee that includes all maintenance & support. The result is vastly improved decision making and faster returns on their CPM investment.


sponsor

Founded in 1998, NetSuite Inc. (NYSE: N) is the leading provider of cloud computing business management software suites for growing and mid-size businesses. Thousands of customers globally use NetSuite's online products and professional services to manage all key business operations—including customer relationship management (CRM), order fulfillment, inventory, accounting/ERP and finance, product assembly, ecommerce, website management and employee productivity—in a single web-based system.


Location


Boston Marriott Copley Place
110 Huntington Avenue
Boston, Massachusetts 02116

Location Map:
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100 Huntington Avenue
Boston, MA, 02116
United States

Learning Objectives

After attending this event you will be able to:
Assess how other CFOs are driving growth in their companies
Determine how you can use the office of the CFO to build top-line growth
Define how to leverage technology to improve your ability spot growth opportunities and to reduce labor-intensive tasks in your group to allow for less time on debits and credits, and more time on company growth

CPE Information

Prerequisites:

No advanced preparation is required prior to attending this event

Program Level:

Basic

Contact Information:

For more information regarding the event including complaint and program cancellation policies, please contact our offices at (408) 400- 3993 ext. 106, or send an e-mail to events@proformative.com

Delivery Method:

Group-Live

Proformative is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.