An Invitation to attend Proformative's: Preparing for growth in uncertain times...

Date:	Thursday, December 10, 2009
Time:	7:30 AM - 9:45 AM
Location:	Orrick, 1000 Marsh Road, Olympic Conference Room, Menlo Park, CA 94025 (map)
RSVP:	Register by December 4
Cost:	Free
Attendees:	CFOs, Controllers, and other Finance, Accouting, and Treasury executives

We invite you to join us as we explore strategies for corporate finance, accounting and treasury professionals to manage risk and liability in the coming economic recovery.

The past 18 months have been extremely difficult. Reduced headcount and resources have meant doing more with less, and sometimes not doing anything at all. This event is about preparing to recover from this period, with focus on legal, accounting and corporate risk areas that may have seen less attention than optimal during these tough times.

Moderated by John Kogan, CEO of Proformative, this exclusive event will feature individual presentations and a group panel discussion from thought leaders Marsh, Orrick and PricewaterhouseCoopers. The panel discussion will be anchored by Rex Jackson, CFO and General Counsel of Symyx (NASDAQ: SMMX). These leaders will offer practical insights and actionable advice on managing risk during the coming recovery.

AGENDA

7:30 AM - 8:00 AM	Light Breakfast, Registration and Networking
8:00 AM - 8:20 AM	Corporate Controls: the threat of under-investing Danny Wallace, Partner, PricewaterhouseCoopers
8:25 AM - 8:45 AM	E&O Insurance: a primer and its import in the recovery Rennie Muzii, Managing Director, Marsh
8:50 AM - 9:10 AM	Legal Compliance: risk grows as you grow Larry Kane, Partner, Orrick
9:15 AM - 9:45 AM	Panel Discussion, Q&A, and Wrap-Up Rex Jackson, CFO and General Counsel, Symyx, plus the three experts from Marsh, Orrick & PwC, moderated by John Kogan, CEO, Proformative

About the Presenters:

Rex Jackson, EVP and Chief Financial Officer, Symyx

Rex Jackson joined Symyx in 2007, after serving as General Counsel and in other senior management positions with several technology companies, including most recently Avago Technologies Limited and Synopsys Inc. At Synopsys, Mr. Jackson served as General Counsel in 2003-2006 and as interim chief financial officer in 2005-2006. Rex has a B.A. in political science from Duke University and a J.D. from Stanford University Law School.

Lawrence Kane, Partner - Corporate Law, Orrick

Larry Kane, a San Francisco corporate partner, represents newly formed and emerging companies as well as more established companies in a wide range of transactions. His representative transactions include formation, angel and venture capital financing, mergers and acquisitions, joint ventures and partnerships, lease and licensing transactions, private and public offerings of securities. He also has been active in forming venture capital and related funds. Mr. Kane represents public companies such as Applied Materials and SUMCO and private companies such as Altius Education, IGX, Cloudmark, ROFO.com, and others. Mr. Kane also represents a number of private equity and financial companies including, Blue Horizon Equity, LLC, Consor Capital, and the UC Santa Barbara Foundation. Larry has a B.A. in Political Science and Economics from Columbia University and a J.D. from Columbia Law School.

John Kogan, CEO, Proformative

John has been CFO at four technology companies, a finance executive at Cardinal Health, and in multiple roles at AlliedSignal and Cisco Systems. John has raised over $100M in equity capital and debt and has played central roles in numerous buy and sell-side transactions for both public and private companies. As COO at two companies, John also ran Engineering, Manufacturing and Customer Service operations. He has also founded, invested in and been a board member or advisor of a number of companies. John has a B.A. in Economics from Connecticut College and an MBA from the Fuqua School of Business at Duke University.

Rennie Muzii, Managing Director, Marsh

Rennie Muzii is the Practice Leader for Marsh's Financial & Professional (FINPRO) practice in Portland, OR. His advisory responsibilities include assisting clients with exposures in the areas of directors & officers liability (D&O), errors and omissions (E&O), employment practices liability, intellectual property, fiduciary liability, deal facilitation products, corporate governance and claims advocacy. Rennie has worked extensively with both public and private companies, specializing in the communication, media and technology industry. In addition to his Practice Leader responsibilities, Rennie functions as a national resource on many of our most complex errors & omissions placements. He also serves as a member of Marsh's Global E&O Advisory Board. Rennie holds a BS in Finance from Pace University in NY.

Danny Wallace, Partner - Software Team, PricewaterhouseCoopers

Danny has over 26 years of accounting and auditing experience with PwC, which includes experience in Europe and the U.S. He was the partner in charge of our Silicon Valley Software practice and has many years of experience advising public software companies in areas such as revenue recognition, business combinations and equity issues. Currently he is the co-leader of our Emerging Companies Services group in the US. He is a frequent presenter at revenue recognition seminars for clients and was a contributing author to our "Software Revenue Recognition" guide. He also has a portfolio of venture backed emerging growth private companies, in the technology sector. Danny graduated from the University College of Cardiff, University of Wales with a BSC (Econ).

About the participating companies:

Marsh has over 23,000 employees and provides advice and transactional capabilities to clients in more than 100 countries. Marsh is a unit of Marsh & McLennan Companies (MMC), a global professional services firm with more than 53,000 employees and annual revenue exceeding $11 billion. MMC also is the parent company of Guy Carpenter, the risk and reinsurance specialist; Mercer, the provider of HR and related financial advice and services; Oliver Wyman, the management consultancy; and Kroll, the risk consulting firm. MMC's stock (ticker symbol: MMC) is listed on the New York, Chicago and London stock exchanges. MMC's Web Site is www.mmc.com




Orrick consistently ranks among a handful of global law firms with the breadth and caliber of practice to serve the complex needs of a discerning client base. With 21 offices in Asia, Europe and North America, we offer our clients a local understanding of business and the law combined with a global perspective, and we assist our clients on issues in well over 100 countries. We advise financial institutions, public and private companies, emerging businesses and state and regulatory bodies on the largest and most complex corporate transactions, novel finance, litigation and tax matters. www.orrick.com (Total Access).




PricewaterhouseCoopers provides industry-focused assurance, tax and advisory services to build public trust and enhance value for its clients and their stakeholders. More than 163,000 people in 151 countries across our network share their thinking, experience and solutions to develop fresh perspectives and practical advice.
PricewaterhouseCoopers refers to PricewaterhouseCoopers LLP or, as the context requires, the PricewaterhouseCoopers global network or other member firms of the network, each of which is a separate and independent legal entity. www.pwc.com.




Proformative is the free and open resource and community for corporate finance, accounting, treasury and related professionals. Proformative’s members find free resources and a community of their peers that enable them to learn and get work done. Proformative is community-driven, not corporate-driven, and delivers a ‘noise-free’ environment for its members. www.proformative.com.