Controller Summit Delivering Robust Financial and Corporate

Control

November 12 & 13, 2015Hilton Back Bay Hotel

Boston, MA

2Confirmed Speaker Include:

• Regional Controller, Hershey• Sr. Business Controller, Nokia• Financial Controller, The Economist• VP, Finance, eHarmony• Corporate Controller, Twitter

• Sr. Controller, Halliburton• Controller, Holland America Line• Controller, PlaceIQ• Sr. Director, Pfizer• VP, Finance, Clarks

Confirmed Speakers Include:

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Who Should Attend?If your role involves any of the following this is a must attend event for you and your team:

• Account and Finance Control

• Audit and Compliance

• Chief Financial Officer

• Financial Controller

• Financial Evaluations Director

• Regional Controller

Who Will You Meet?

Past Attendee Demographic

• Financial Planning & Reporting

• Internal Audits

• Chief Financial Officer

• Vice President, Finance

• Financial Planning & Analytics

• Chief Audit Executive

CFO’s Controller Summit draws an audience of Controllers, CFO’s & senior finance professionals looking to learn the latest perspectives on the most vital aspects of Financial control today.

10%3%

11%

9%

9%

58%

CFO SVP/VP ControllerDirector Manager Other C-Level

17%

10%

24%

12%

22%

15%

$1-$9.99 mill$10- $49.99 mill$50- $99.99 mill$100- $499,99 mill$500- $999.99 mill$1 bill +

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The CFO Controller Summit will bring together the best Finance professionals involved in control, for a thought leading summit acclaimed for its innovative insight.

This summit will discuss all of the key challenges and developments in Financial Control today. You will learn the key aspects of the diverse and changing role of the Finance Controller.

The program will focus on driving growth through improved efficiency in reporting and recognizing the importance of each aspect in the role of the controller.

Presentations will show how your organization can embrace the future of control, becoming an innovative function operating with maximum efficiency and effectiveness.

About The Summit

Confirmed Speakers

AJ MinnetianVP, FinanceeHarmony

AJ Minnetian is responsible for the Finance and Accounting functions. AJ started off his career in Investment Banking and Private Equity where he consulted technology companies on M&A, Capital raise, and IPO services. Following a career on Wall Street, AJ worked for a number of Consumer Internet companies, most recently working at PriceGrabber.com where he oversaw the finance function and managed the company’s spin off from Experian. Prior to joining PriceGrabber.com AJ was at Shopzilla.com where he worked closely with the management team as a trusted advisor for Finance and Corporate development functions, including the company’s $165M spinoff from Scripps Networks.

Case Study: A closer look at revenue recognition challenges and solutions in the online dating industry

Online dating companies that sell subscriptions and premium products through an online channel face many challenges when deciding and implementing a revenue recognition policy. They must comply with regulations, maintain robust systems and processes that support revenue accounting, account for revenue reserves, and ensure proper controls over data accuracy. Such data ultimately forms the basis of variances between reported and forecasted revenues.Improving the accuracy, timeliness, and transparency of revenue numbers amidst these obstacles has become an important objective for Accounting teams. Challenges and solutions will be discussed in this informative case study presentation.

Alexis CalderonFinancial ControllerThe Economist

Alexis Calderon grew up in a very small town in the Philippines and came to the US 15 years ago. She graduated from Philippine School of Business Administration with a bachelor’s degree Major in Accounting. She was an academic scholar in her college years. She also earned her Certificate in Forensic Accounting at New York University in 2010 which inspired her to take the examination for Certified Fraud Examiner. Alexis is a CPA, CFE, and holds a MBA degree from University of Scranton. She currently works for a major international publishing company as the Controller for Shared Services, Americas. Earlier in her career, she worked for The Coca-Cola Company, United Nations Organization, and then moved to The New York Times where she spent most of her career.

Improving Internal Control and Streamlining Processes and Procedures through Shared Services

Cost reduction is often times the primary objective for shifting activities centrally. And when management plans to move transactions centrally, the cost of transitioning becomes a concern. However, cost saving is not the only significance of moving transactions centrally. A growing number of companies transferring transactions centrally believe that benefits outweigh its cost. It opens the opportunity for increased transparency, consistency and improves internal control compliance. Centralization also focuses on streamlining processes to efficiently and effectively deliver the required services. However, there are challenges and difficulties associated with centralizing transactions. How do we avoid pitfalls experienced during the transfer? To optimize the value of centralization, the key is that management should carefully plan and manage the transition throughout the stages.

5Confirmed Speakers

Ted DelgadoRegional Controller, The AmericasThe Hershey Company

Ted is the Regional Controller for The Hershey's C o m p a n y w h e r e h e i s r e s p o n s i b l e f o r t h e implementation of best business practices, policies, processes, internal controls, local compliance, accounting consistency, and reliable financial reporting for Hershey’s division encompassing Canada, Latin America, Caribbean islands, World Travel Retail businesses, and US exports around the world.

Lauren DotyControllerPlaceIQ

Some of Alexis' specialities include SOX Compliance and Internal Control, Technical Accounting,GAAP and IFRS,Financial Reporting (SEC Reports and Management Reports), Financial Modeling, Working Capital Management Strategies as well as Forensic Accounting: Fraud Prevention and Detection.

Derek KostiSenior Finance DirectorPfizer

Derek Kosti is the Worldwide Biopharmaceutical Businesses International and Enabling Functions Controller for Pfizer Inc. In this role, Kosti is responsible for ensuring the integrity of financial reporting, enhancing the control environment and reviewing all collaborative arrangements relating to Pfizer’s international operations. In addition, he assesses financial risk of the Corporation in conjunction with multiple internal stakeholders. Kosti has been with Pfizer for more than eighteen years. After starting his career in Internal Audit, he worked in a variety of operational roles in China as well as Indonesia and was appointed as the pharmaceuticals finance lead for Asia, Northern Europe, Central-Southern Europe and the Established Products Business Unit – Europe for more than eight years. Kosti is a qualified Chartered Accountant and holds an MBA from the Thunderbird School of Global Management.

Faraz Bin-FerozeSenior Business ControllerNokia

Faraz is currently the financial and business controller for Product Business for technologies as well as having responsibility for overlooking US financial operation for Tech Business across teams. 

Nokia Technologies is powering the next revolution in computing and mobility: the emergence of the programmable world, where every object and every task of everyday life will be transformed through intelligent connections. We’re continuing decades of R&D that created the core technologies in virtually all mobile devices used today. Now we’re focusing our efforts on game-changing technology solutions for companies across all industries, exciting new experiences for consumers, and long-term research to propel us into the future.

Jon CowellVP, Corporate Controller Ocean Spray Cranberries

Jon is the VP, Corporate Controller at Ocean Spray Cranberries. He has been with the company for 19 years having progressed from Senior Manager, International Finance to his current role.

Jon will be discussing the various accounts processes that have been implemented to make the finance department more efficient.

Dedy Bruce LaluyanControllerHolland America Line

Experienced in leading Financial Controller Department with international scope. Experienced working with various nationalities, various accounting policies and worldwide government policies including and not limited to export and import regulations, payment methods, customs and freight policies in accordance to cost and quality Control.

6 The Information

For larger groups or special requests contact Nathan by calling +1 415 670 9064 or email nedwards@theiegroup.com* Team discounts are applicable at the point of registration only.

Silver Pass

$1495Access to all sessions &

networking events7 days access to presentations from the

summit via ieOnDemand

$1295Early Bird Price

(before September 11)

Diamond Pass

$1995 Access to all sessions, networking events, annual subscription to all

content on the Finance & Operations channels via ieOnDemand

$1795Early Bird Price

(before September 11)

Registration Pricing

Controller SummitDate: November 12 & 13, 2015City: Boston, MAVenue: Hilton Back Bay Hotel, 40 Dalton Street, Boston, MA, 02115, USA

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Ways to Register+1 415 670 9064 +1 323 446 7673 Register Online Here

1 Day Pass

$895Full access to the sessions to your chosen day of the summit, 7 days

access to presentations from the summit via ieOnDemand

Full access to the sessions to your chosen day of the

summit.

On-Demand Pass

$600Unlimited access to presentations from the summit via ieOnDemand,

including presentations, interviews & the ability to contact speakers

Unlimited access to summit presentations

via ieOnDemand

Group Discount Offers3 Silver Passes: $3000 ($1000 per attendee)5 Silver Passes: $4500 ($900 per attendee)3 Gold Passes: $3900 ($1300 per attendee)5 Gold Passes: $6000 ($1200 per attendee)3 Diamond Passes: $4500 ($1500 per attendee)5 Diamond Passes: $7000 ($1400 per attendee)

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Gold Pass

$1795Access to all sessions, networking

events & unlimited access to presentations from the summit via

ieOnDemand

$1595Early Bird Price

(before September 11)

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NAME OF EACH ATTENDEE

TITLE OF EACH ATTENDEE DEPARTMENT

COMPANY INDUSTRY

ADDRESS CITY

STATE/PROVINCE ZIP/POSTAL CODE COUNTRY

EMAIL OF EACH ATTENDEE BUSINESS PHONE NUMBER

1. Delegate Information...

2. Pass Types...

Check (Make checks payable to The Innovation Enterprise Ltd) Invoice me

Visa Mastercard American Express Diners Club Discover

CARD NUMBER EXPIRATION DATE SECURITY NO.

CARDHOLDERS NAME CARDHOLDER’S SIGNATURE

BILLING ADDRESS INDUSTRY

Places are transferable without any charge to another Summit occurring within 12 months of the original purchase. Team discounts are applicable at the point of registration only. Any cancellations within a group registration will in turn incur an increase in registration fee for the remaining group participants. Cancellations before October 12, 2015 incur an administrative charge of 50%. If you cancel your registration after October 12, 2015 you will be charged the full fee. You must notify CFO Publishing in writing of a cancellation, or you will be charged the full fee. CFO Publishing reserve the right to make changes to the program without notice. NB: FULL PAYMENT MUST BE RECEIVED BEFORE THE EVENT.

Registration FormController SummitNovember 12 & 13, 2015 | Boston | MAFor registration or more information on the program, please call Nathan on +1 415 670 9064 or fax this registration form to +1 (323) 446 7673

3. Payment Options...One day passes are available - Contact Nathan for more information.

Early Bird Pass Options until September 11, 2015 Early Bird Silver: $1295 Attendees ____ Early Bird Gold: $1595 Attendees ____ Early Bird Diamond: $1795 Attendees ____

Regular Pass Options after September 11, 2015 Silver Pass: $1495 Attendees ____ Gold Pass: $1795 Attendees ____ Diamond Pass: $1995 Attendees ____

Group Discount Pass Options 3 Silver Passes $3000 ($1000 per attendee) 5 Silver Passes $4500 ($900 per attendee) 3 Gold Passes $3900 ($1300 per attendee) 5 Gold Passes $6000 ($1200 per attendee) 3 Diamond Passes $4500 ($1500 per attendee) 5 Diamond Passes $7000 ($1400 per attendee)

For larger groups or special requests contact Nathan by calling +1 (415) 670 9064 or email nedwards@theiegroup.comGroup passes only available when all participants register together.

Pass Descriptions:Silver Pass: Access to all sessions & networking eventsGold Pass: Access to all sessions, networking events & unlimited access to the summit presentations via ieOnDemandDiamond Pass: Access to all sessions, networking events, annual subscription to all content on the Finance & Operations channels via ieOnDemand

8 Schedule

Networking Drinks 17.00 - 19.00

November 13

Session One 08.30 - 10.00

Coffee Break 10.00 - 10.30

Session Two 10.30 - 12.00

Lunch 12.00 - 13.30

Session Three 13.30 - 15.00

Coffee Break 15.00 - 15.30

Session Four 15.30 - 17.00

Day Two

November 12Day One 08.30

10.00

10.30

12.00

13.30

15.00

15.30

17.00

19.00

08.30

10.00

10.30

12.00

13.30

15.00

15.30

17.00

Session Five 08.30 - 10.00

Coffee Break 10.00 - 10.30

Session Six 10.30 - 12.00

Lunch 12.00 - 13.30

Session Seven 13.30 - 15.00

Coffee Break 15.00 - 15.30

Session Eight 15.30 - 17.00

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For sponsorship information contact Abby at abigailfletcher@cfo.com

Sponsorship

CFO Event Sponsors:

Sponsorship packages range in price and are customizable to your goals.

Options can include:

• Roundtable sponsorships• Workshop sponsorships or case study presentations• Introduce a keynote speaker• Host a cocktail reception, exclusive VIP dinner, breakfast, or luncheon with top-level risk executives• Event exhibit space• Feature your company logo on branded items and promotions before, during and after the event

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Chariperson Sponsor

Exhibitor Exhibitor

Exhibitor