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Page 1: Controller Summit - The Innovation Enterpriseie.theinnovationenterprise.com/eb/ControllerBoston2016.pdf · Overview November 30 & December 1, 2016 The Colonnade Hotel, 120 Huntington

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Controller SummitNovember 30 & December 1 2016 | Boston

Delivering Robust Financial and Corporate Control

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Page 2: Controller Summit - The Innovation Enterpriseie.theinnovationenterprise.com/eb/ControllerBoston2016.pdf · Overview November 30 & December 1, 2016 The Colonnade Hotel, 120 Huntington

ABOUT THE EVENT

Overview

November 30 & December 1, 2016

The Colonnade Hotel, 120 Huntington Ave, Boston,MA 02116, United States

#CFOControl

Controller Summit

The main themes for this year's discussion are:

• Partnering with the CFO

• Finance Tech

• Reducing Financial Reporting

• Improving the Financial Close

The Controller Summit will bring together some of the best financecontrol professionals across a variety of industries. With speakersfrom GE Power, Ocean Spray, Bose and more, we will explore howthe finance function is changing, and how to deliver robust controlthrough these turbulent times.

Page 3: Controller Summit - The Innovation Enterpriseie.theinnovationenterprise.com/eb/ControllerBoston2016.pdf · Overview November 30 & December 1, 2016 The Colonnade Hotel, 120 Huntington

SPEAKERS AT A GLANCE

Speakers

Confirmed Speakers

Leslie Shih, Division Controller, Americas, L'Oreal

Jim Waddell, Corporate Controller, Bose Corporation

Amadou Sy, Financial Controller, Danone

John Cappadona, VP, Finance & Strategy, Sentient Jet

Richard Gilbert, Director, Compliance, Velcro

Don Janezic, Executive VP, Former CFO, R.C Bigelow Tea Company

Dan Ruch, Founder & CEO, Rocketrip

Alice Brightsky, Senior Director, Compliance Programs, Fordham University

Joanne Stratton, Director, Operations Finance, Ocean Spray

Hannah David, Senior Consulting Project Manager, Staples

Industry Leaders , Panelists, Innovation Enterprise

Ethan Carlson, Founder and CEO, Carlson Management Consulting

Fawad Shaikh, Project Finance Controller, GE Power

IE., Panelist, Innovation Enterprise

Persio Rawena, VP, Finance, Cargill

Page 4: Controller Summit - The Innovation Enterpriseie.theinnovationenterprise.com/eb/ControllerBoston2016.pdf · Overview November 30 & December 1, 2016 The Colonnade Hotel, 120 Huntington

Really informative; the summit waspacked from start to finish with reallygood presenters

Page 5: Controller Summit - The Innovation Enterpriseie.theinnovationenterprise.com/eb/ControllerBoston2016.pdf · Overview November 30 & December 1, 2016 The Colonnade Hotel, 120 Huntington

SPEAKERS IN DETAIL

Keynote SpeakersVIEW ALL SPEAKERS

Leslie ShihDivision Controller, AmericasL'OREAL

Leading Innovation from theFinance Department

Back by popular demand, Leslie will present how histeam are leading innovation and helping to shapeL'Oreal's corporate strategy.

Jim WaddellCorporate ControllerBOSE CORPORATION

CFO Partnering

This presentation will outline the key elements ofpartnering with your CFO covering key topics suchas:

·  Corporate strategy setting and influence

·  Communication planning

·  Leadership financial support

·  Priorities and goal setting

·  Alignment on progress measures

·  Continuous improvement feedback 

Practical examples and tools will be shared to providekey takeaways

John CappadonaVP, Finance & StrategySENTIENT JET

Predictive Analytics in FP&A

A look at using predictive analytics in FP&A andhow this can make for a smoother process. 

Page 6: Controller Summit - The Innovation Enterpriseie.theinnovationenterprise.com/eb/ControllerBoston2016.pdf · Overview November 30 & December 1, 2016 The Colonnade Hotel, 120 Huntington

SPEAKERS IN DETAIL

Keynote SpeakersVIEW ALL SPEAKERS

Don JanezicExecutive VP, Former CFOR.C BIGELOW TEA COMPANY

Captive Insurance – a CreativeAlternative

Don Janezic, CFO Bigelow Tea will discuss captiveinsurance for the midmarket company with a uniqueand sustainable process.

Amadou SyFinancial ControllerDANONE

Did Rolling forecast kill traditionalbudgeting?

This presentation will explore the differences betweenthe traditional annual budget and

forecast versus the trendy Rolling forecast, it willexpose the audience to the pros and cons of

such methodologies and nuance the Manicheantendency to rule the traditional budgeting

process as totally irrelevant. Finally, it will explain howto avoid traps in implementing rolling

forecast using real life examples and testimonies ofpeople that undertook such changes in their

companies.

Richard GilbertDirector, ComplianceVELCRO

Rick Gilbert is the Director, Compliance andRegulatory for Velcro Group Corporation (VGC),where he oversees global environmental, health andsafety (EHS), ethics and integrity, and productregulatory compliance. Before joining VGC, Rickworked in the recycling industry and as a partner inseveral Boston law firms. He is a graduate of ColbyCollege and Northeastern University School of Law. Rick is a Certified Compliance and EthicsProfessional (CCEP) and a certified auditor forISO14001 and Responsible Recycling® (R2)management systems. He is admitted to practice inMassachusetts.

Page 7: Controller Summit - The Innovation Enterpriseie.theinnovationenterprise.com/eb/ControllerBoston2016.pdf · Overview November 30 & December 1, 2016 The Colonnade Hotel, 120 Huntington

SPEAKERS IN DETAIL

SpeakersVIEW FULL ABSTRACTS

Dan RuchFounder & CEOROCKETRIP

Company Cultures: ResponsibleSpending

Dan Ruch is Rocketrip's Founder & CEO. Assomeone who has guided multiple startups tosuccessful exits, Dan's entrepreneurial mission is tohelp companies of all sizes create a culture ofresponsible spending. 

Alice BrightskySenior Director, Compliance ProgramsFORDHAM UNIVERSITY

Financial Crimes Compliance professional with over10 years of experience developing, executing andmanaging global/enterprise-wide Anti-MoneyLaundering ("AML") and related Know Your Customer("KYC") Programs for financial services firms. 

Joanne StrattonDirector, Operations FinanceOCEAN SPRAY

Improving Internal Control andStreamlining Processes ThroughShared Services

How can you deliver effective corporate controlacross shared services? This presentation will coverthe best strategies when you are juggling multipleprojects.

Hannah DavidSenior Consulting Project ManagerSTAPLES

From Conformance to Performance- Developing the Controllers andCFO's of Tomorrow

Hannah will cover controlling from a projectmanagement perspective

Industry Leaders PanelistsINNOVATION ENTERPRISE

Panel: Controlling Financial Crimes

How does your company ensure they are up to datewith the latest legislations and protect themselvesagainst financial crimes?

Ethan CarlsonFounder and CEOCARLSON MANAGEMENT

CONSULTING

Becoming a Finance ThoughtLeader

Page 8: Controller Summit - The Innovation Enterpriseie.theinnovationenterprise.com/eb/ControllerBoston2016.pdf · Overview November 30 & December 1, 2016 The Colonnade Hotel, 120 Huntington

SPEAKERS IN DETAIL

SpeakersVIEW FULL ABSTRACTS

Fawad ShaikhProject Finance ControllerGE POWER

Driving Global Consistency andLeverage for Finance

IE.PanelistINNOVATION ENTERPRISE

Panel: Controlling in TurbulentTimes

With Brexit, the presidential elections, changes inlegislation and everything in between, how do youensure you are dleivering effective and robustcorporate control?

Persio RawenaVP, FinanceCARGILL

The Changing Role of theController

Persio will present how the role of the controller ischanging as the finance function evolves into a moreforward-facing department.

Page 9: Controller Summit - The Innovation Enterpriseie.theinnovationenterprise.com/eb/ControllerBoston2016.pdf · Overview November 30 & December 1, 2016 The Colonnade Hotel, 120 Huntington

SCHEDULE AT A GLANCE

Schedule

Day 1

07:30 Registration & Light Breakfast

09:00 Keynote

10:20 Morning Break

11:00 Session

12:40 Lunch

13:40 Session

15:40 Afternoon Break

16:20 Session

17:00 Networking Drinks

Day 2

07:30 Registration & Light Breakfast

09:00 Keynote

10:20 Morning Break

11:00 Session

12:40 Lunch

13:40 Session

15:20 More Sessions to Come - CheckBack Soon!

Key

CHECK INAn opportunity to check yourself into the event and meet

other leaders in your industry ahead of the day

KEYNOTEListen to actionable case studies largely brought to you by

Fortune 500 companies

SESSIONListen to actionable case studies largely brought to you by

Fortune 500 companies

COFFEE BREAK & LUNCHA chance to sit down, network and connect with decision

makers within the industry

NETWORKING DRINKSA more relaxed environment in which to engage with all

attendees and gain valuable connections

Page 10: Controller Summit - The Innovation Enterpriseie.theinnovationenterprise.com/eb/ControllerBoston2016.pdf · Overview November 30 & December 1, 2016 The Colonnade Hotel, 120 Huntington

It has been very enriching for me to networkwith colleagues as well as to understand howsimilar our challenges are

Page 11: Controller Summit - The Innovation Enterpriseie.theinnovationenterprise.com/eb/ControllerBoston2016.pdf · Overview November 30 & December 1, 2016 The Colonnade Hotel, 120 Huntington

Media Partner Exhibitor Bronze Sponsor

Exhibitor Media Partner Bronze Sponsor

SPONSORS AND PARTNERS

Sponsors

For sponsorship & partnership opportunities contact me

[email protected]

+1 415 992 5658 +44 203 868 0512

REQUEST TO SPONSOR

Page 12: Controller Summit - The Innovation Enterpriseie.theinnovationenterprise.com/eb/ControllerBoston2016.pdf · Overview November 30 & December 1, 2016 The Colonnade Hotel, 120 Huntington

Media Partner

SPONSORS AND PARTNERS

Sponsors

For sponsorship & partnership opportunities contact me

[email protected]

+1 415 992 5658 +44 203 868 0512

REQUEST TO SPONSOR

Page 13: Controller Summit - The Innovation Enterpriseie.theinnovationenterprise.com/eb/ControllerBoston2016.pdf · Overview November 30 & December 1, 2016 The Colonnade Hotel, 120 Huntington

WHO ATTENDS OUR EVENTS

Who Attends

Page 14: Controller Summit - The Innovation Enterpriseie.theinnovationenterprise.com/eb/ControllerBoston2016.pdf · Overview November 30 & December 1, 2016 The Colonnade Hotel, 120 Huntington

TICKETS AND PRICING OPTIONS

Tickets

Buy a group of at least 3 passes to receive up to 25% off

Interested in attending? Register online or contact Elliot Jay

[email protected]

+1 415 800 4713 +44 203-868-0031

GROUP PASSES REGISTER ONLINE

PURCHASE AN ON DEMAND PASS HERE**Recordings and presentations available subject to speakers consent.Innovation Enterprise reserves the right to add and remove video content

Page 16: Controller Summit - The Innovation Enterpriseie.theinnovationenterprise.com/eb/ControllerBoston2016.pdf · Overview November 30 & December 1, 2016 The Colonnade Hotel, 120 Huntington

2016 CFO Calendar

January Location Expected Attendees Dates

Corporate Performance Management Summit Miami 150+ January 27 & 28

March

CFO Rising East Summit Boston 220+ March 9 & 10

April

CFO Rising Summit Hong Kong Hong Kong 100+ April 14 & 15

June

Corporate Performance Management Summit San Diego 110+ June 8 & 9

CFO Rising Summit Singapore Singapore 100+ June 29 & 30

September

Risk Management Summit Boston 100+ September 8 & 9

Treasury Management Summit Boston 100+ September 8 & 9

FP&A Innovation Summit Boston 220+ September 8 & 9

CFO Rising Europe Summit London 150+ September 14 & 15

October

CFO Rising West Summit San Francisco 220+ October 20 & 21

November

Controller Summit Boston 100+ November 30 & December 1

Sponsorship

OpportunitiesPedro Yiakoumi

[email protected]

+1 415 992 5658

+44 203 868 0512

Delegate

InvitationsElliot Jay

[email protected]

+1 415 800 4713

+44 203-868-0031

Page 17: Controller Summit - The Innovation Enterpriseie.theinnovationenterprise.com/eb/ControllerBoston2016.pdf · Overview November 30 & December 1, 2016 The Colonnade Hotel, 120 Huntington

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Gain access to our extensive business

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