Conference Agenda

This event occurred February 13, 2014. Videos & presentations from the sessions are now available on-demand. If interested in speaking at or sponsoring an event with Proformative, please contact
 

WEDNESDAY, FEBRUARY 12, 2014

Pre-conference Workshops & Welcome Reception
Four workshop sessions will focus on best practices for our audience in key areas that impact the bottom line and shareholder value. Each workshop session will consist of a one hour and thirty minute time slot and will include a 3rd party subject matter expert discussing roadmaps, plans, checklists, implementation strategies and best practices within their respected fields of knowledge. Workshops are a separate cost from the full day conference and are priced at $75 per workshop.

1:30 PM – 2:00 PM Workshop Registration
Workshops: Track 1 Track 2
2:00 PM – 3:30 PM Selecting the Right Vendor/Partner for Finance Department Software and Building a Solid Business Case for It - SOLD OUT
Speaker:
Robert D. Kugel, SVP & Research Director, Ventana Research
The Best Practice Workshop: Best Practices in Implementing and Delivering Value from Your CPM Solutions
Speaker:
Tony Bevacqua, Partner, KPMG
3:30 PM – 3:45 PM Break
3:45 PM – 5:15 PM The Best Practice Workshop: Best Practices in Implementing and Delivering Value from Your CPM Solutions - SOLD OUT
Speaker:
Tony Bevacqua, Partner, KPMG
Selecting the Right Vendor/Partner for Finance Department Software and Building a Solid Business Case for It
Speaker:
Robert D. Kugel, SVP & Research Director, Ventana Research
5:15 PM – 6:00 PM Break & Networking
5:00 PM – 8:00 PM Conference Registration
6:00 PM – 8:00 PM Welcome Reception

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THURSDAY, FEBRUARY 13, 2014

Educational Sessions:
Four educational tracks will focus on best practices to assist the senior level executive manage and be successful in embracing the corporate finance revolution. Each breakout session will consist of a fifty minute time slot and will include a case study and a practitioner speaker (e.g. CFO, Controller,Treasurer), 3rd party expert or both.

Technology Demos:
Concurrent with the educational tracks are 2 technical demo tracks, also 50 minutes, where attendees can watch a product demo and learn detailed features and technical aspects of particular products.

You do not need to decide what breakout or tech demo sessions you want to attend before the conference. Attend whichever sessions are most appealing to you on the day of the conference.

7:30 AM Registration
Breakfast & Expo Open
9:00 AM – 9:50 AM Opening & Keynote Speaker
John Stephens, Senior Executive VP & CFO, AT&T From Frustration To Fantastic:
A CFO's Journey To Deliver World Class Results Using Finance Technology


John Stephens
Senior Executive VP & CFO, AT&T
9:50 AM – 10:15 AM Break
Breakout Tracks: operational gearsOperational Advantage change radarManaging Change fintech landscapeFinance Technology Landscape change mapChange Anticipation & Readiness seeing is believingTechnology Solutions Demonstrations
10:15 AM – 11:05 AM Embracing the Subscription Economy – a CFO’s guide Managing the Evolving Role of Finance to Empower Enterprise Growth Managing Financial Technology Through Times of Change Office of the CFO Panel - Building the Business Case for Technology Transverse Domo
11:05 AM – 11:30 AM Networking & Expo
11:30 AM – 12:20 PM Show Me The Money: Driving World Class Cash Management Role of the CFO in Selecting and Implementing Enterprise Solutions Beyond Billing – Getting the Full Value from your Recurring Revenue Business Automating Account Reconciliations to Mitigate Compliance Risk NetSuite Softrax
12:20 PM– 1:30 PM Lunch & Expo
1:30 PM – 2:20 PM Ten Questions That a CFO Should Ask Their Controller CFO Perspectives - Lessons Learned on Developing the Right Implementation Plan Revenue Operations Management: Building a Finance Technology Strategy to Optimize Your Cash Flow Drilling Down Into Big Data to Manage Variable Incentive Risks NetSuite Aria
2:20 PM – 2:35 PM Break
2:35 PM – 3:25 PM Delivering Value with Financial Performance: Leading FP&A Practices of High-Growth Companies The Vendor Selection Guide - How to on Assessing Vendor Viability How to Stop Manual Reporting from Crushing the CFO The CFO of the Future Intacct Ariba
3:25 PM – 4:00 PM Networking & Expo
4:00 PM – 4:50 PM Proven Techniques for Optimizing Your Financial Planning & Analysis Process The Selection Process - Empowering Your Team in Selecting the Right Technology Partner Control Your Destiny – Build Market & Investor Confidence with Scalable Systems Creating Process Flows to Streamline Year End Close Xactly Zuora
4:50 PM – 5:10 PM Break
5:10 PM – 6:00 PM CFO Panel: Building the Right Compass - Managing the Ever Changing Landscape of Finance and Broader Corporate Technology
6:00 PM – 7:00 PM Closing Reception & Awards Presentation
7:00 PM Expo Closes

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FRIDAY, FEBRUARY 14, 2014

Golf Outing:
A select group of attendees will be invited to spend the afternoon having fun with fellow practitioners at Bear’s Best. Includes Food and Beverage, Transportation provided to and from the Venetian. Club Rentals Available

9:00 AM – 4:00 PM Exclusive Golf & Networking (spaces are limited; guest list TBD)

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Workshop Details - Wednesday, February 12, 2014

There are two workshop topics. Each is presented twice, from 2 PM to 3:30 PM and again from 3:45 to 5:15 PM.

Selecting the Right Vendor/Partner for Finance Department Software and Building a Solid Business Case for It – 2 PM to 3:30 PM and 3:45 to 5:15 PM
Robert D. Kugel,
SVP & Research Director, Ventana Research Robert D. Kugel,
SVP & Research Director, Ventana Research

When it comes to buying software, the Office of Finance has multiple options in a broad range of categories covering every aspect of financial management. Today’s applications can substantially improve the performance of Finance. Yet, the software selection process is complicated and the stakes are high. Too often, companies find they made the wrong choice or put off making a decision because there are too many lingering questions. This workshop focuses on the “how-to” aspects of software selection. After surveying the landscape of Office of Finance software the session will cover:

  • The basic questions you need to answer about the project
  • Understanding the what’s possible with today’s software
  • Identifying the most appropriate vendors and implementation partners.
  • Building an effective business case for the investment
Ask Your Peers a Question


The Best Practice Workshop: Best Practices in Implementing and Delivering Value from Your CPM Solutions – 2 PM to 3:30 PM and 3:45 to 5:15 PM
Tony Bevacqua,
Partner, KPMG Tony Bevacqua,
Partner, KPMG

The CFO’s role has evolved from traditional reporting and controlling, to decision support and strategic execution. There is a growing expectation that the CFO will be a trusted advisor to the executive team, and will lead the Finance organization to embrace the role of business partner. This demanding transition has been driven by the desire to raise the bar and deliver value for investors and other key stakeholders.

In this best practice workshop, learn from seasoned Finance experts how best in class finance functions have used corporate performance management (CPM) as a foundation for driving these necessary changes, and for leading the finance organization into a new, value-added role.

In summary, in attending this workshop you will find:

  1. A roadmap for integrating strategic planning, operational planning, budgeting, and reporting into a complete CPM solution
  2. Operational readiness: How to tell if your Finance organization is up to the challenge
  3. How to leverage your existing CPM solution to enhance and improve finance operations processes
  4. Tips and traps for selecting the right CPM solution for your organization
  5. Bonus Material: Results of recent survey of 150+ companies experience with Rolling Forecast

Keynote - Thursday, February 13, 2014

From Frustration To Fantastic – A CFO's Journey To Deliver World Class Results Using Finance Technology – 9:00 AM – 9:50 AM
John Stephens, Senior Executive VP & CFO, AT&T

John Stephens, Senior Executive VP & CFO, AT&T

Hear how a seasoned CFO was able to tackle the Corporate Finance Technology Conundrum. This keynote session will focus on realizing the benefits of FinTech within an ever moving business and macroeconomic environment. Hear a real world story about how using finance technology effectively married to the right people and process to deliver significant value to the enterprise.

View Video & Presentation

CFO Panel Discussion - Thursday, February 13, 2014

Building the Right Compass - Managing the Ever Changing Landscape of Finance and Broader Corporate Technology – 5:10 PM – 6:00 PM

Listen to Mary as she provides a glimpse of what's in store for you at ProformaTECH 2014.

Mary Driscoll
Senior Research Fellow, APQCModerator: Mary Driscoll,
Senior Research Fellow, APQC
Jack Judd
CFO, Proto Labs, Inc Jack Judd,
CFO, Proto Labs, Inc
Janet Pirus
CFO, Formerly Papa Murphy's Janet Pirus,
CFO, Formerly Papa Murphy's
Mike Rasic
CFO, ZestFinance Mike Rasic,
CFO, ZestFinance
Kim Wallin CMA, CFM, CPA
Controller, State of Nevada Kim Wallin CMA, CFM, CPA,
Controller, State of Nevada

In this Panel you will hear from seasoned CFOs who will share how they drive for efficiency in transaction-processing as well as provide effective analytical support to operating managers and business leaders. The focus will be on business process excellence that is enabled by sound technology planning and management. You will hear how they frame the pros and cons of strategies such as applying Cloud computing to the realm of finance and accounting. You will also get their advice on how the CFO can best influence broader corporate technology initiatives.

View Video & Presentation