2016 Chief Financial Officer Leadership Forum (Dallas)

Wednesday, september 14, 2016

administrative notes

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agenda

2016 Chief Financial Officer Leadership Forum (Dallas)

Wednesday, September 14, 20168:00am – 5:05pm

8:00am – 9:00am

Breakfast

9:00am – 9:10am

Opening Remarks featuring Argyle Host Alan Rouse

9:10am – 9:15am

Session Introduction

Brad MasonSenior Sales ExecutiveFiserv

9:15am – 9:50am

Keynote Session: “Finance’s Role in Cultivating a Performance Based Culture”

Join Amit Shroff as he discusses the identity of finance, capability, and cultivating a performance based culture at Toyota Financial Services.

Amit ShroffFinance Executive Toyota Financial Services

agenda

9:55am – 10:15am

Thought Leadership Spotlight: “Reimagined Finance in a Digital Economy”

Changing business models, economic conditions, technologies, and regulations are increasing complexity for organizations, and to top it off, many companies are drowning in both data and a multitude of inefficient processes. At the same time, finance teams are taking a more prominent role in the boardroom of the future, becoming a strategic partner to the business while continuing to ensure stewardship. So how do they do it in light of this increasingly complex world? The answer is simplification and driving digital transformation initiatives. Learn how digital transformation initiatives driven by finance teams, lead to greater collaboration within the organization, and to identifying the critical importance of having a seamless and native integration to a digital core system. Digital transformation initiatives create the opportunity for greater choreography of multiple inter-dependent business processes with internal and external partners, and the advancement of your overall business transformation agenda.

Michael CerdaDirector, Finance ExecutiveSAP Ariba Cloud Network Strategy

10:15am – 10:40am

Coffee Break

10:40am – 11:00am

Thought Leadership Spotlight: “How Finance Leaders Translate Technological Advances to Competitive Advantage Through Cloud Computing”

David MoorePrincipalDeloitte Consulting LLP

11:00am – 11:05am

Session Introduction

Joe GallettaSales ManagerClusterSeven

agenda

11:05am – 11:50am

Panel Discussion: “Managing and Minimizing Enterprise Risk”

Session topics include, but are not limited to: • How has your role evolved over the past few years? How has your role become more strategic and

central to the direction and growth of the company? • How does risk fit into the expanded role of the CFO? • How are you driving insightful analysis/transforming data in actionable insights to make better business decisions?• Moving past finance’s responsibility over traditional risk: how are finance executives anticipating

both known and unknown risk? • How are you mitigating risk and exploiting the competitive advantage for your customer base?• How are you building a culture of awareness surrounding systemic risk and incorporating that into

overall business processes? • What are some of the key challenges that you’ve encounter with regards to anticipating and planning for risk?• How can finance mitigate risk from human behavior that runs counter to corporate goals and overall

strategy? What role does compensation play in both increasing and reducing risk?• Is your organization regularly discussing disruptors in your industry? • What are the key factors transforming your industry right now? • What is the finance team doing to anticipate and understand the risk that these disruptions or disruptors pose? • What other key executive functions are you collaborating most closely with? (Procurement, Operations, Sales, etc.)

Moderator:Bona AllenSenior Vice President & Chief Financial OfficerKajima Building and Design, Inc.

Panelists:Hari AvulaChief Financial OfficerFrito-Lay North America

Erik CharlesVice President, Product MarketingXactly

Amath FallChief Financial OfficerFleetpride

Scott FrischChief Operating OfficerAARP

agenda

11:50am – 12:10pm

Coffee Break

12:10pm – 12:55pm

Panel Discussion: “Leveraging Data to Make Sense of an Uncertain Economy”

Session topics to include, but are not limited to:• What responsibilities around technology has the finance department taken in an ever-changing

global economy?• What are the key technology trends that CFOs are exploring? • How are CFOs leading the charge to leverage technology in order to drive cost cutting and

operational efficiencies? • What are some best practices for managing technology spend?• What major external economic factors are affecting your organization’s performance? How so? • Discuss the repercussions of inaccurate forecasting.• How can finance executives transform data into actionable insights? How can finance exploit

business intelligence and predictive analytics to gain the competitive advantage?• Discuss best practices in making fact-based decisions by leveraging existing big data investments.• How are you best determining what information needs to be analyzed to achieve business

success?

Panelists:Anita BrownVice President and ControllerFederal Reserve Bank of Atlanta

Danielle MarceauSenior EconomistPrevedere

Jeff SymesSenior Vice President, Chief Accounting Officer and ControllerFelCor Lodging Trust

Sarah SoongVice President, FinanceHunt Consolidated, Inc.

12:55pm – 1:55pm

Lunch

*Please note, this session is off the record

agenda

1:55pm – 2:30pm

Keynote Session: “A View From Across the Pond”

Join Nick Hawtrey, Chief Financial Officer of Allied Electronics as he shares insights, lessons learned, and a glimpse into the life of a UK CFO in America.

As Chief Financial officer for Allied Electronics, Nick Hawtrey is responsible for all the financial elements of the company, including tax, treasury, budgeting and reporting. He is also currently leading the group’s operations in Central and South America. Prior to moving to Texas and taking the role at Allied, Nick worked for the sister company in the UK, RS Components, as Global Vice President Finance for Corporate Services. Nick has also held various positions at Toyota PLC in the UK as well as at various financial institutions in London.

Nick HawtreyChief Financial OfficerAllied Electronics

2:30pm – 2:45pm

Coffee Break

2:45pm – 3:20pm

Fireside Chat

Kelvin CollardExecutive Vice President, Chief Financial and Administrative OfficerUniversal Weather and Aviation

Interviewed by:Alan RouseFormer Global Financial Processes and Controls Director Mars

agenda

3:25pm – 4:00pm

Keynote Session: “Public Schools: We need you, You need us”

Join Dr. James Terry as he takes a strategic look at the Dallas Independent School District, insights on ensuring they have a solid financial foundation to be innovative, and the implications of fostering a skilled and educated workforce for employers and organizations in the area.

Dr. Terry serves as the Chief Financial Officer for Dallas Independent School District and has been serving the state’s second largest school district since 2011. His responsibilities during his tenure include budgeting and demographic services while leading the budget development for each school year. He continues to successfully manage and organize his departments to improve quality and processes year- over-year in order to better aid in overall student achievement in the pursuit of excellence while subsequently saving North Texas tax payers’ dollars.

Dr. James TerryChief Financial OfficerDallas Independent School District

4:00pm – 4:05pm

Argyle Executive Forum Closing Remarks

4:05pm – 5:05pm

Closing Reception

__________________________________________________________________________________

*Please note, the agenda is subject to change.

The information, views, and opinions expressed by speakers and other participants at our conferences are those of the individual and do not necessarily reflect the views and opinions of Argyle Executive Forum.

Argyle Executive Forum, its directors and officers, do not guarantee that any information provided by a speaker or other participant is accurate or complete and Argyle Executive Forum does not endorse any opinions that may be presented.

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partners

Thought Leadership Spotlight Partner

Thought Leadership Spotlight and App Partner

NetSuite Inc. is the industry’s leading provider of cloud-based financials / Enterprise Resource Planning (ERP) and omnichannel commerce software suites. In addition to financials/ERP and omnichannel commerce software suites, NetSuite offers a broad suite of applications, including financial management, Customer Relationship Management (CRM), ecommerce and retail management, Professional Services Automation (PSA) and Human Capital Management (HCM) that enable companies to manage most of their core business operations in its single integrated suite. NetSuite software allows businesses to automate operations, streamline processes and access real-time business information anytime, anywhere.

Founded in 1998, NetSuite (NYSE: N) is headquartered in Silicon Valley with more than 2,400 employees across offices throughout the U.S., Canada, Europe, Asia and Australia. Named by Gartner as the fastest growing financial management software vendor on a global basis, NetSuite netted three prestigious CODiE Awards in 2014 from the Software & Information Industry Association (SIIA):

• Best Financial Management Solution: NetSuite OneWorld • Best Project Management Solution: NetSuite PSA• Best Commerce Solution: NetSuite SuiteCommerce

Ariba, an SAP company, is the world’s business commerce network. Ariba combines industry- leading cloud-based applications with the world’s largest web-based trading community to help companies discover and collaborate with a global network of partners. Using the Ariba® Network, businesses of all sizes can connect to their trading partners anywhere, at any time from any application or device to buy, sell and manage their cash more efficiently and effectively than ever before. Companies around the world use the AribaNetwork to simplify inter-enterprise commerce and enhance the results that they deliver. Join them at: www.ariba.com

partners

panel partners

Prevedere provides intuitive web based software for key Business Decision Makers. Prevedere goes beyond Business Intelligence by providing easy to use tools to identify, analyze report and alert on global economic indicators relevant to your business. By specializing on global economic indicator analysis Prevedere can help your organization quickly identify the global economic changes that affect your bottom line results. Take advantage of the increasing amount of global economic data available by leveraging Prevedere’s forecasting capability to help you identify, plan, and validate strategic global growth opportuni-ties. For more information, please contact Prevedere at: inquiries@prevedere.com or call (888) 686-7746.

With Xactly, companies unleash the motivational power of their incentive compensation. Our cloud-based, secure solutions help customers take control of their incentive processes and inspire performance.

ClusterSeven is a global provider of strategic End User Computing (EUC) Management software. Our market-leading suite of products provide a governance platform for a firm’s spreadsheets, user-built data-bases and modelling tools. The ClusterSeven suite provides transparency around EUC activity, enables the capture of an inventory of EUCs as well as facilitates a full audit trail of changes to the key spreadsheets and databases in the inventory.

The suite provides businesses and their control functions full confidence in the integrity of their firm’s spreadsheet data, while also offering substantial savings on the time and resources used to check data processes and accuracy.

Founded in 2003 with offices in London, New York and Boston; over a third of the world’s top 30 banks as well as multiple leading insurers, investment managers and energy firms are customers. In June 2015, private equity firm Azini Capital Partners LLP acquired 100% of ClusterSeven and has provided additional investment to promote high quality product development and wider customer engagement.

Session Introduction Partners

partners

Session Introduction Partners

Organizations typically use multiple, stand-alone systems for reconciliation and certification. To increase operational efficiency and control, forward-looking organizations are integrating their reconciliation and certification processes to provide a single view of the balance sheet based on accurate, real-time information. This dramatically reduces the time and cost associated with manual exception research and interventions – and achieves a significantly faster financial close.

Fiserv is the only technology partner to provide a fully integrated reconciliation and certification solution. Although other vendors have tied together reconciliation and attestation systems as part of their sales proposition this only occurs in name. These continue to use snapshots of balance-level data and file-level data transfer for attestation, which makes root cause analysis costly and time-consuming. Other solutions that claim to provide a fully integrated approach also offer limited scalability in this high-volume environment.

The Frontier™ reconciliation solution from Fiserv maximizes efficiency and control because it integrates, automates and standardizes the end-to-end reconciliation process. It can support your growth agenda in the short, medium and long term, through its modular design and the capacity to handle millions of transactions a day.

Fiserv, Inc. (NASDAQ: FISV) enables clients to achieve best-in-class results by driving quality and innovation in payments, processing services, risk and compliance, customer and channel management, and business insights and optimization. For more than 30 years, Fiserv has been a leader in financial services technology, and today is among FORTUNE® magazine’s World’s Most Admired Companies and Forbes magazine’s America’s Best Employers.

www.financialcontrol.fiserv.com

partners

Host Analytics is the leader in cloud-based enterprise performance management (EPM), offering a suite of financial applications for modeling, planning, consolidation, reporting, and analytics. Host Analytics Cloud EPM customers benefit from improved business agility, lower total cost of ownership, faster time to value, increased security, and a faster pace of innovation compared to traditional on-premises alternatives. World-class companies like NEC, Burlington Coat Factory, and Sanmina trust Host Analytics to power their strategic financial processes. Host Analytics is a fast-growing, private company backed by leading venture capitalists and is headquartered in Silicon Valley with customers in over 90 countries. For more information about Host Analytics, please visit www.hostanalytics.com Become a fan of Host Analytics on Facebook: https://www.facebook.com/HostAnalyticsInc Follow Host Analytics on LinkedIn http://www.linkedin.com/company/host-analytics-inc. Follow @host_analytics on Twitter

breakout session partners

OneStream Software is a privately held software company created by the same team that invented the leading financial solutions of the last decade. We provide a unified Corporate Performance Management (CPM) platform which enables the enterprise to simplify financial consolidation, reporting, budgeting and forecasting for complex organizations. Powerful extensibility enables the enterprise to deliver additional analytic solutions without adding any technical complexity. By delivering multiple solutions in one applica-tion, we offer increased capabilities for financial reporting and analysis while reducing the risk, complexity and total cost of ownership for our customers. We are driven by our mission statement that every customer must be a reference and success.

For more information, visit OneStream Software http://www.onestreamsoftware.com or on Twitter @OneStream_Soft.

partners

OneSource Virtual is a Workday Services Partner and global leader in BPaaS services for the Workday application. Dedicated to delivering technology-enabled solutions exclusively for Workday that leave the old way of outsourcing behind, OSV partners with customers to increase value and sustain performance through end-to-end, in-application services. Founded in 2008, OSV started out as a disruptive and innovative force in the market offering a truly cloud-based alternative to traditional business process outsourcing. From process improvement and best practice during implementation and set up, to managing the change and launching post-deployment support and outsourcing of critical but non-strategic transactional tasks, OSV becomes an extension of each customers’ team and then scales with them as they grow. Complementing Workday’s expanded platform to include Financials, OneSource Virtual launched its FAO business line in 2015 with the introduction of AP Automation for Workday. AP Automation equips customers with auditable process management, real-time insight and improved data visibility while providing value through reduced cost, increased productivity, and scalability and efficiency underpinned by the as-a-service model. Its model of invoice management is built specifically for Workday and automates transactional tasks, a solution that fits seamlessly with OSV’s BPaaS service delivery. OSV is more equipped than ever before to create raving fans, and is equally committed to expanding services and delivery, and providing exceptional customer experiences. With these new offerings, customers will be able to further streamline business processes and create a higher return on their Workday investment.

Senior Supporter Partners

Anaplan is the leading planning and performance management platform for smart businesses. Anaplan combines an unrivaled planning and modeling engine, predictive analytics, and cloud collaboration into one simple interface for business users. Build financial plans and orchestrate performance with speed, precision, and aligment across all areas of your business. Anaplan is a privately held company based in San Francisco with 15 offices worldwide. To Learn more, visit anaplan.com. Follow us on: Twitter, LinkedIn, YouTube, and Facebook.

partners

Senior Supporter Partners

Tagetik delivers software to automate and advance the processes of the Office of Finance. Whether in the cloud or on-premises, Tagetik 5 provides deep functionality for planning, forecasting, consolidation, close, reporting, profitability analysis, disclosure management, financial governance, and analytics – all from a single, unified platform. By moving to a unified financial solution, Tagetik customers have dramatically increased organizational efficiencies, reduced risk, saved money and improved their companies’ bottom lines. Key strategic partnerships with Microsoft and SAP means Tagetik fits seamlessly into existing environments, leveraging your IT strategy and investment.

Tagetik is one of the fastest growing global software companies in the corporate performance management (CPM) market, with operations in more than 30 countries and more than 700 customers worldwide. Tagetik delivers enterprise solutions while providing a ‘boutique’ experience, resulting in the highest level of client satisfaction in the industry.

Workday is a leading provider of enterprise cloud applications for finance and human resources. Founded in 2005, Workday delivers financial management, human capital management, and analytics applications designed for the world’s largest companies, educational institutions, and government agencies. Hundreds of organizations, ranging from medium-sized businesses to Fortune 50 enterprises, have selected Workday.

Prophix develops Corporate Performance Management (CPM) software that automates important financial and operational processes, making companies more profitable and reducing their risks. Business leaders use this software to empower their organizations and gain valuable insight into their companies’ performance. Prophix and its partners across the globe deliver superior value by combining high-end functionality with low cost-of-ownership and fast implementations. With a product built entirely on the Microsoft SQL Server stack, Prophix streamlines budgeting, planning, reporting, consolidation, and more. Serving more than 2600 customer companies in 92 countries, Prophix specializes in the mid-market. Most of our customer companies have annual revenues between $25MM and $1B, or operate as divisions of larger organizations. The company is headquartered in Mississauga, just west of Toronto in Canada, and hosts satellite offices in the UK, Europe, and Brazil.

partners

Supporter Partner

Zuora is a technology company and the world’s largest evangelist of the Subscription Economy™. Our leading cloud-based subscription management platform helps companies build and grow subscription business models by establishing, cultivating and monetizing recurring customer relationships. Headquartered in Foster City, CA, Zuora serves over 700 clients, including HP, Dell, Box, Financial Times and GM.

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Perspectives by:• Thomas Barker, Director Customer Assurance and Managed Services, CenturyLink• Scott Dishong, Senior Director, Corporate Partners, American Cancer Society• Kristen Blessman, Chief Marketing Officer, Goodwill Industries• Trudy Jones, Director, Guest Services Center, Boston Market Corporation• Terry Cain, Vice President, Global Customer Engagement, Avnet• Sean Miller, Vice President of Operations, Service Magic

october 25, 20162016 Chief Information Officer Leadership Forum: Fall Event (San Francisco)san Francisco, Ca

Perspectives by:• Ali Bouhouch, Chief Technology Officer and Vice President of Enterprise Architecture, Sephora USA• Peter Eichelberger, Former Senior Vice President, IT Operations, Alex and Ani• Sanjay Shringarpure, CIO, E. & J. Gallo Winery• Paul Campbell, VP Innovation, Schneider Electric• Sonu Nayyar, Vice President, Production Operations & IT, LinkedIn• Aditya Bhasin, Vice President, Software Design & Development, Stanford Health Care• Sruti Patnaik, Vice President, IT - Stores and Corporate Systems, Ross Stores• Manish Vipani, Vice President and Chief Architect of Enterprise Architecture, Kaiser Permanente• Bruce Schinelli, Chief Information Officer and Vice President, TTX Company

october 25, 20162016 Chief Marketing Officer Think Tank: Spotlight on Today’s Transformational CMO (Philadelphia)Philadelphia, PA

Perspectives by:• Jeff Winter, Global Vice President, Marketing and Communications, Pitney Bowes

UpComing events

october 26, 20162016 Chief Legal Officer Leadership Forum (Chicago)Chicago, IL

Perspectives by:• Richard Konrath, Vice President & General Counsel, North America, CNH Industrial N.V.• Kyle Gann, Partner, Jenner & Block• Fred Stein, Senior Vice President & General Counsel, Outerwall• Mark Jaeger, Senior Vice President Human Resources, General Counsel and Secretary, Jockey

International• Mark Ohringer, Executive Vice President, Global General Counsel and Corporate Secretary, Jones Lang

LaSalle• Carrie Hightman, Executive Vice President and Chief Legal Officer, NiSource• Erik Dyhrkopp, General Counsel Americas, BOSCH• Michael Rowles, Executive Vice President and General Counsel, Live Nation• Matthew Geekie, Senior Vice President, Secretary and General Counsel, Graybar• Kevin Backus, Senior Vice President, General Counsel and Secretary, ThyssenKrupp USA• Denise Cade, Senior Vice President, General Counsel & Corporate Secretary, IDEX Corp.

October 27, 20162016 Chief Marketing Officer Leadership Forum: Spotlight on B2B Marketing (Atlanatlanta, ga

Perspectives by:• Blake Brannon, Vice President Product Marketing, Vonage Holdings Corporation• Brian Dooling, Vice President, Marketing, U S Security Associates• Jennifer Warawa, Executive Vice President, Product Marketing, Sage• Elizabeth Ward, Chief Marketing Officer, United Way• Jo Ann Herold, Global Chief Marketing Officer, Interface• Kathy Van Pelt, Vice President, Strategic Marketing, Randstad• Mike Parker, Vice President Marketing and Customer Service, Saia• David Craig, Senior Vice President, Wholesale Bank Marketing, SunTrust Bank• Todd Hoff, Vice President, Marketing, CHEP• Molly Battin, Chief Brand Strategy Officer, Turner Broadcasting System• Shonodeep Modak, Chief Marketing Officer, Distributed Power Services, General Electric

October 27, 20162016 Customer Care Virtual Event (October)virtual

Perspectives by:• Jennifer Kuechler, Vice President, Customer Experience Management, Altisource• Sarah Miller Wright, Vice President, Customer Care Operations, Shaw Communications

november 2, 20162016 CMO Think Tank: The Future of Data-Driven Marketing (Charlotte)Charlotte, nC

Perspectives by:• Dan Roden, Sr. Director, Product Advocacy, Domo

UpComing events

november 2, 20162016 CFO Breakout Lunch (New York)New York, NY

Perspectives by:• Jeff Henley, Chairman of the Board, Oracle

november 2, 20162016 Chief Financial Officer Leadership Forum (New York)New York, NY

Perspectives by:• Syed Rizvi, Vice President, TCS BPS, Tata• John Paradisi, Managing Director, Group Head Corporate Development and M&A, CIT Group• Khozema Shipchandler, VP & Chief Financial Officer, General Electric• Roger Blanken, Vice President, Finance, International Flavors & Fragrances• Sas Mukherjee, EVP, CFO and Chief Strategy Officer, York Risk Services Group• Erik Charles, Vice President, Product Marketing, Xactly• Alan Gallo, Executive Vice President, Enterprise Strategic Initiatives, American Express• Matthew Cantwell, Vice President, Strategy & Finance, McGraw-Hill Global Education Holdings• Liam Logue, Head of Corporate Development, United Drug• Chetan Bhandari, SVP, Corporate Finance and Treasurer, Toys R Us• Gary Crowe, Senior Vice President & Chief Financial Officer, Ricoh

november 2, 20162016 Customer Experience Leadership Forum: Fall Event (New York)New York, NY

Perspectives by:• Thom San Filippo, Vice President Customer Service, Dow Jones• Lisa Biggica, Vice President Call Center Support, BB&T Corporation• Brent Cogswell, Vice President - Customer Care Center, Schneider Electric• Michael Stromer, Vice President Digital/ Tech Products, JetBlue Airways Corporation• Michael Borts, Senior Vice President, Client Services, Warner Music Group• Carrie Santonastaso, Vice President, Customer Service, Philadelphia Insurance Companies• Daniel Lebish, Executive Vice President, Chief Operating Officer, Aflac• Michael Biondo, Vice President Customer Operations, iHeartMedia• Eve Snyder, Lead Director/Vice President Customer Centered Transformation, AXA Equitable Life

Insurance Company

november 2, 20162016 CFO Breakout Breakfast (New York)New York, NY

Perspectives by:• Mark Clouse, Partner, A.T. Kearney• Yves Thill, Partner, A.T. Kearney

UpComing events

November 3, 20162016 CMO Think Tank: The Future of Data-Driven Marketing (Washington, DC)Washington, dC

Perspectives by:• Dan Roden, Sr. Director, Product Advocacy, Domo

november 10, 20162016 Chief Marketing Officer Leadership Forum: Fall Event (San Francisco)san Francisco, Ca

Perspectives by:• Karen O’Brien, Vice President, Global Social Media, Western Union• Robert Chatwani, Chief Revenue & Marketing Officer, Teespring• Shawn Dennis, Head of Brand Development, DreamWorks Animation SKG• Elie Auvray, CEO & Co-Founder, Jahia• Rohini Jatkar, Head of Integrated Marketing, Essex Property Trust• Geoff Farris, Chief Revenue Officer, Adgorithms• Michael Lacorazza, Executive Vice President, Head of Integrated Marketing, Wells Fargo• Eric Stahl, Senior Vice President, Product Marketing, Salesforce Marketing Cloud• Pamela Greenwalt, Chief Communications & Marketing Officer, Screen Actors Guild• Dave Karraker, Vice President, Engagement & Advocacy, Campari America• Umberto Luchini, Vice President of Marketing, Campari America• Robert Kennedy, Jr., Global Head of e-Commerce & Digital Marketing, Bio-Rad Laboratories

november 15, 20162016 Human Capital Leadership Forum (Dallas)dallas, tX

Perspectives by:• Jennifer Brungardt, Senior Vice President, Operations Recruiting Manager, Texas Capital Bank• Jamie Kapper, Head of Global Talent Strategies and Talent Acquisition, North America, Ericsson• Jennifer Congdon, Vice President, Human Resources - Applied Water Systems, Xylem• Linda Valdez Thompson, Executive Vice President of Administration and Diversity, Dallas/Fort Worth

International Airport• Karen Thornton, Vice President of Human Resources, FTS International• Melkeya McDuffie, Vice President, Talent Acquisition, Waste Management• Ron Massey, Chief Human Resources Officer, BT Global Services• Denise Grode, Vice President, Global Talent Management & Corporate HR, Lennox International• Phil Pirkle, Executive Vice President, Talent Management, United Supermarkets• David Pumpelly, Regional Sales Director, Avature• Angelia Pelham, Executive Vice President and Chief Human Resources Officer, Cinemark• Issac Jayaraj, Vice President, Human Resources, Schneider Electric

UpComing events

November 17, 20162016 Chief Financial Officer Leadership Forum: Fall Event (Chicago)Chicago, IL

Perspectives by:• Darrell Carpenter, Vice President, Commercial and Industrial Global Finance, Underwriters Laboratories• Norman Smagley, Executive Vice President and Chief Financial Officer, Gogo Inc• Brandt Kucharski, Corporate Controller and Vice President, GrubHub Seamless• Cathy Hauslein, Senior Vice President, Chief Accounting Officer, Mattress Firm• Mitch Helfand, Vice President Finance, Anthem• Dianna Rose, Controller, Ford Motor Company• Louis Cheung, Executive Director, Supply Chain Management, Arkema

december 8, 20162016 Chief Marketing Officer Leadership Forum (Dallas)dallas, tX

Perspectives by:• Gary Griffin, Senior Vice President, Database Marketing, Bank of America• Christelle Flahaux, Vice President, Customer and Field Marketing, Domo• Jennifer Dominiquini, Chief Marketing and Client Experience Officer, BBVA• Naeem Kayani, Vice President, Marketing & Digital Product Management, Nationstar Mortgage• Theresa Palermo, Chief Marketing Officer, Vera Bradley

December 13, 20162016 Chief Information Officer Leadership Forum (New York)New York, NY

Perspectives by:• Christian Kulczytzky, Vice President, Enterprise System, McGraw Hill Companies• David Sullivan, Vice President, Regional Application Development Planning & Effectiveness, MetLife• Gary Hoberman, Executive Vice President and Co-Chief Information Officer, MetLife• Stan Kreydin, Global Chief Technology Officer, Wyndham Worldwide Corporation• Phillip Miller, Head of Infrastructure & Technical Engineering, Brooks Brothers

december 15, 20162016 Customer Care Leadership Forum (San Francisco)san Francisco, Ca

Perspectives by:• Stephen Keeney, Vice President Customer Experience, Global Quality, LAM Research Corp.• Gil Resultan, Senior Vice President, Treasury Management, Wells Fargo• Brian Popelka, Senior Vice President of Customer Care, Overstock.com• Heather Simon, Head of Service Design, Autodesk• Brian Gillespie, Vice President, Forecasting and Financial Excellence, Comcast Corporation• Danielle Coe, Vice President, Customer Strategy, Prudential• Marie Floyd, Senior Vice President, Digital Customer Experience, Wells Fargo & Company• Melanie Arens, Vice President, CX Innovation Program & Digital Customer Experience Delivery Manager,

Wells Fargo• Kelly Hendricks, Area Vice President, Global Customer Service, Verizon• Anish Shah, Head of Customer Engagement, E*TRADE Financial Corporation

UpComing events

december 15, 20162016 Chief Information Officer Leadership Forum (Atlanta)atlanta, ga

Perspectives by:• Lee Crump, Group Vice President & Chief Information Officer, Rollins• Dwain Wilcox, Chief Information Officer, Axiall Corporation• Tim Callahan, SVP, Global Chief Security Officer, Aflac• David Fourqurean, Senior Vice President and Operational Risk Manager, Wells Fargo• Ryan Mannion, Chief Technology Officer, Hearst Corporation• Vish Narendra, Vice President & Chief Information Officer, Graphic Packaging• Serena Sacks, Chief Information Officer, Fulton County School District

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CONTENT NEUTRALITY POLICY