conference highlights - strategic finance · a public offering michael lehman,chief financial...
TRANSCRIPT
Today’s business world is constantly evolving—financial report-
ing regulations, increasing competition, emerging technology,
and an emphasis on ethical business practices all affect how
you and your company operate. To compete in this landscape,
you need to take advantage of opportunities to build your skills
and capabilities. IMA’s 88th Annual Conference & Exposition
provides the skills, tools, and knowledge you need to stay ahead
in this changing profession.
WHO SHOULD ATTENDIMA’s 88th Annual Conference & Exposition is designed for individualswho make their living in the finance and accounting industries—fromentry-level to seasoned professional. Whether you are a senior-level exec-utive or just starting your career, this conference offers excellent educa-tional and networking opportunities for you.
◆ CFOs ◆ Controllers ◆ Treasurers◆ Accountants ◆ Analysts ◆ Auditors◆ Directors of Finance ◆ Executive Officers ◆ Educators
CONFERENCE HIGHLIGHTSInformative Educational Sessions, Dynamic Speakers
Learn about today’s pressing issues from leading managementaccounting and finance professionals.
Practical SkillsSession topics are developed by practitioners for practitionersthrough five learning tracks—Business Performance Management,Enterprise Risk and Controls, Leadership Strategies and Ethics,Strategic Cost Management, and Technology Enablement. Learn newskills you can use on the job every day.
Unparalleled NetworkingMeet and interact with your peers through the Brown Bag DiscussionLunch and other meet-and-greet receptions. Share best practiceswith other industry professionals.
CPE CreditsAttend IMA’s Annual Conference & Exposition to meet your CPErequirements. Earn up to 30 Continuing Professional Education cred-its through conference and pre-conference sessions.
GENERAL SCHEDULEBY DAYRegistration is open daily from Saturday,June 16, through Wednesday, June 20,at the JW Marriott Desert Ridge,5350 East Marriott Drive, Phoenix, AZ.
SATURDAY, JUNE 16Pre-Conference Sessions
SUNDAY, JUNE 17First-Timer OrientationAnnual Meeting of MembersGeneral SessionsSolutions Showcase Reception
MONDAY, JUNE 18Breakfast SessionGeneral SessionExclusive Solutions Showcase and Poster
Session HoursBrown Bag Discussion LunchConcurrent SessionsWatering Hole
TUESDAY, JUNE 19Breakfast SessionGeneral SessionsLunch SessionsConcurrent SessionsWatering Hole
WEDNESDAY, JUNE 20Breakfast SessionGeneral SessionsLunch SessionsConcurrent SessionsWatering HoleAnnual Dinner & After-Party
For detailed session information, visitwww.imaconference.org.
IMPORTANT FEATURES
SOLUTIONS SHOWCASE Visit our Solutions Showcase Exhibition Hall and see the latest in products andservices to support you and your organization.
POSTER SESSIONNew to this year’s show floor, view the latest research findings on managementaccounting presented by members of IMA’s academic community.
LEARNING TRACK PANELSAlso new this year! Moderated by a track leader, each learning track includes apanel discussion to facilitate dialogue between attendees and experts. Here you’llhave the chance to engage with questions and comments to advance thinking inthe management accounting profession.
FIRST-TIMER ORIENTATIONIf this is your first IMA Conference, begin here. Get helpful tips on networking,planning your agenda, navigating the Conference, and getting the most out of yourprofessional development time. Meet other first-timers and begin building yourprofessional network!
BROWN BAG DISCUSSION LUNCHAn interactive and informal roundtable session that enables attendees to networkand learn, discuss, and exchange ideas in a fun, relaxed environment. The BrownBag Discussion Lunch features 70 to 80 topics, one assigned to each roundtableof nine participants and a facilitator.
POST-CONFERENCE SESSION MATERIALS AND AUDIO RECORDINGSSession materials (handouts) and audio recordings of Conference sessions can beobtained by visiting www.imaconference.org.
IMA BOOKSTOREBack by popular demand, IMA’s Bookstore will have a selection of industry-relatedtitles and releases from some of our Conference speakers available for purchase.
LEARNING TRACKS
Business Performance Management: Learnhow to create and sustain a process for suc-cessful strategy execution—connecting process-es, people, and performance from the workroomto the boardroom.
Enterprise Risk and Controls: Improve yourcompliance ROI and build quality from theinside.
Leadership Strategies and Ethics: Ethics,diversity, and leadership strategies aredescribed in practical, how-to terms using casestudies and other experiential learningapproaches.
Strategic Cost Management: Compare yourcosting process with industry best practices andbe on the leading edge of emerging standards.
Technology Enablement: Discover how technol-ogy is transforming the finance function andfinance professionals.
Martin T. Biegelman, CFE, Director, Financial Integrity, MicrosoftCorporation: Spying, Stupidity, and Stock Options: Life inthe Post-Enron Age
David Burritt, CMA, CPA, Chief Financial Officer, Caterpillar, Inc.:Integrity through Transparency
Jane Hamilton-Nielsen, Vice President of Finance, North America,Pepsi Bottling Group, Inc.: The Impact Imperative:Unleashing Finance’s Value Creation Potential
Robert Herz, Chair, Financial Accounting Standards Board: TheFASB and the Challenges and Opportunities FacingFinancial Reporting
Martina Hund-Mejean, Senior Vice President & Treasurer, TycoInternational Ltd.: The Management Accountant’s Role ina Public Offering
Michael Lehman, Chief Financial Officer, Sun Microsystems, Inc.:Keys to Success: Leveraging Technology and BusinessSystems in the CFO Organization
Zoe-Vonna Palmrose, Deputy Chief Accountant, U.S. Securitiesand Exchange Commission: SEC Key Investor IssuesUpdate: Sarbanes-Oxley, XBRL, and More
Michelle Tinsley, Communications Infrastructure Group Controller,Intel Corporation: Creating Shareholder Value throughBusiness Partnership
SOME FEATURED SPEAKERS
EXHIBITORS1099 Pro, Inc.Booth 23www.1099pro.com(818) 876-0200
Adagio by SoftrakBooths 1, 2, 3, & 4www.adagio-by-softrak.com(800) 663-9798
AICPA LearningBooth 5www.aicpalearning.org(800) 634-6780, Option 1
Alta Via ConsultingBooths 14 & 15www.altavia.com(877) ALTA-VIA (258-2842)
Balance ConsultingBooth 12www.balanceconsult.com(888) 224-1099
Concur Technologies, Inc.Booth 19www.concur.com(425) 702-8808
DeltekBooth 22www.deltek.com(800) 456-2009
Financial WeekBooth 21www.financialweek.com(212) 210-0413
Gleim PublicationsBooth 8www.gleim.com(800) 874-5346
HOCK internationalBooth 28www.hockinternational.com(866) 807-4625
infoUSABooth 20www.salesgenie.net/phoenix(888) 725-3753
Instigate, Inc.Booth 16www.instigateinc.com(651) 429-113
Institute of Management AccountantsBooth 18www.imanet.org(800) 638-4427
macs SoftwareBooth 13www.macssoft.com(800) 946-3160
Mitchell HumphreyBooth 24www.mitchellhumphrey.com(800) 237-0028
SmartProsBooth 17www.smartpros.com(253) 863-8280
SPONSORS
Bank of Americawww.bankofamerica.com(800) 432-1000Conference Lanyard Sponsor
Deltekwww.deltek.com(800) 456-2009 Cyber Café Sponsor
Oraclewww.oracle.com(650) 506-7000Tuesday Lunch Sponsor
EXHIBITOR & SPONSOR ROSTERIMA thanks the following exhibitors and sponsors for their support of the 88th Annual Conference & Exposition. (This list is current as of May 1, 2007)
FUTURE IMA CONFERENCE
89th Annual Conference &Exposition
June 14–18, 2008, Tampa, Fla.
*Call for Sessions is underway. Please visitwww.imaconference.org and click on the 89th
Annual Conference & Exposition logo to submita session idea or speaker proposal.