Startups & the CFO Summit

Managing growth with strategic acuity

October 21 & 22, 2015 San Francisco, CA

• CFO, Kenco Group• CFO, Palace Sports & Entertainment• CFO, PBS• CFO, WWE• CFO, Florida Panthers• CFO, Dow Jones

• VP, Finance, Balfoour Beatty• CFO, Clements Worldwide • SVP, Finance, Live Nation Entertainment• CFO, New York Racing Association• CFO, Velux• Head of Finance, Swaroski

Who Will You Meet?

Past Attendee Demographic

Startups & the CFO Summit draws an audience of CFO’s, senior finance professionals and startup leaders looking to learn the latest perspectives on the role of the startup CFO & current opportunities, including:

58%$9%$

8%$

11%$

3%$10%$

Job$%tles$

CFO$

VP$

Controller$

Director$

Manager$

Other$C;Level$$

8%#

22%#

12%#24%#

10%#

17%#

Annual&sales&volume&

$1*$9.99#mill#

$10*$49.99#mill#

$50*$99.99#mill#

$100*$499.99#mill#

$500*$999.99#mill#

$1#bill#+#

Previous Speakers

• Current Growth Tools and Techniques

• Identifying Non-Dilutive Financial Sources

• Improving and Evolving to Meet Tomorrow’s Challenges

• Incentivizing the Team

• The Multi-Dimensional Role of the Start-up CFO

• Business Model Innovation

• Financial Leadership & the Future of Decision Making

• Operations & Strategy

Confirmed Speakers• CFO, Honest Kitchen

• CFO, California Olive Ranch

• CFO, charity:water

• CFO, Pebble Tech

• CFO, Autonet

The role of the CFO in startups goes far beyond accounting and bookkeeping. This summit will cover all the strategic responsibilities of a CFO, as well as insight into why and when startups need to hire a full-time CFO. This summit will gather the startupshere's &SME's most dynamic CFOs and senior executives operating in the areas of financial management processes.

Rest assured, all of the burning issues facing chief financial officers and executives who work in or with startups will be dealt with in no holds barred discussions at this

groundbreaking summit. We look for real solutions to the real problems you face every day.

We know that the theories underpinning startups success don't necessarily pan out in the real world, particularly when examined in a global context. Which is why we invite you to discuss your thoughts and feelings openly, and connect with like-minded people. The summit is a prime opportunity for you to air your personal and business challenges.

About The Summit

Previous Speaker Information

George A. Barrios is Executive Vice President and Chief Financial Officer of WWE, Inc. a publicly traded (NYSE) global entertainment company. Mr Barrios joined the company in 2008 and is responsible for all aspects of the firm’s financial operations as well as investor relations, information technology, corporate real estate, and travel operations. From 2002 to 2008 Mr. Barrios worked at The New York Times Company and beginning in 2007 served as Vice President and Treasurer of the company. In this role he was responsible for managing the company’s capital structure, liquidity, risk, investments, and corporate financial analysis. Prior to his role as Treasurer, Mr. Barrios served as Chief Financial Officer for the New England Media Group, a $700MM division of the company. From 2000 to 2001 Mr. Barrios served as President and Chief Operating Officer of Netsilicon, a publicly traded

semiconductor company. From 1994 to 2000, Mr. Barrios served in several financial and general management roles at Praxair, Inc., a Fortune 500 manufacturer. In his last role at Praxair he had dual responsibilities as the financial leader for the global semiconductor materials business unit as well as serving as General Manager for the North American operations of that business. Prior to 1994 , Mr. Barrios worked at Time Warner, Inc. where he served in several financial management roles for HBO, Inc. and CHI Energy. Mr. Barrios is a first generation Cuban-American from Queens, NY. He is a CPA and holds a BA and MBA from the University of Connecticut. He currently lives in Connecticut with his wife Carol and his three daughters, Alayna, Katrina, and Celia.

George BarriosEVP & CFOWWE, Inc.

Matt is the Chief Financial Officer of Persado. He was previously CFO and Vice President of Sales Operations at Magnetic Media Online, a provider of digital advertising technology.

Prior to Magnetic, Matt spent past six years in both finance and sales operations at AOL. While at AOL, Matt held numerous positions where he was charged with everything from analyzing sell-through rates and CPMs, to organizing sales expenditures and revenue.

Before AOL, Matt worked as a business consultant at IBM in the government projects group. In his spare time, Matt continues to be involved in a 99-year-old family furniture business, and is a founding board member and advisory CFO to mobile ad provider Zettamobile. Novick received his MBA in finance from NYU’s Stern School of Business and his BA in economics from The George Washington University.

Matthew NovickCFOPersado

The NY44 Health Benefits Plan Trust is a plan sponsor for nearly 50 school districts in New York State providing benefits to more than 30,000 participants. Michalak serves as the Plan Administrator/Ex Officio Trustee. The NY44 Health Benefits Plan Trust is a unique partnership between labor and management which was established in 2003 and continues to grow significantly in its membership while containing annual costs and expanding benefit offerings.

Michalak was previously the Deputy Superintendent/Chief Operating Officer at Erie 1 BOCES where she provided leadership and support for the continual improvement of Erie 1 BOCES’ administrative operations.

Take Control and Reduce Health Care SpendAs health care costs continue to rise, CFOs are tasked with providing quality employee benefits, while also managing cost trends. This session explores the benefits of a self-funded health plan. There’s more to self-funding than saving on administrative costs. Self-funding allows you the flexibility to design a customized plan that fits your unique needs and the opportunity to take greater control of your health care dollars. In this session you will also hear from a self-funded plan sponsor to learn how you, too, can maximize the health of your plan participants while decreasing costs.

Dr. Darleen MichalakPlan Administrator NY44 Health Benefits Plan Trust

Previous Speaker Information

Nova specializes in employee benefit administration with a strong emphasis on exceptional service, offering medical, dental, vision, FSA, HRA, HSA and COBRA administration. As Nova’s president, Smith oversees one of the nation’s largest third party administrators of self-funded health plans. She develops and directs business strategy, business plans and operational performance. Smith is focused on creating an exceptional partnership with clients by providing superior client-centric service ultimately increasing customer satisfaction and lowering health care costs.

Take Control and Reduce Health Care SpendAs health care costs continue to rise, CFOs are tasked with providing quality employee benefits, while also managing cost trends. This session explores the benefits of a self-funded health plan. There’s more to self-funding than saving on administrative costs. Self-funding allows you the flexibility to design a customized plan that fits your unique needs and the opportunity to take greater control of your health care dollars. In this session you will also hear from a self-funded plan sponsor to learn how you, too, can maximize the health of your plan participants while decreasing costs.

Laura M. SmithPresidentNova Healthcare Administrators

Brett Tromp is a qualified Chartered Accountant and has been the Chief Financial Officer of Discovery Health since 2007. Brett has been with the Discovery Group since 2003 and has vast experience of the Health Insurance Industry. Brett also has experience in treasury, due diligences and financial modeling as well as significant international Health Insurance exposure, obtained during his travels into Africa, US and the UK. Brett has lived in US where he worked for KPMG and audited fortune 500 companies. Brett recently completed studies at Oxford University and is a regular writer for South Africa’s leading accountancy magazine. Brett is married and has twin boys and a daughter.

Are you as productive as you think!Discovery Health’s purpose is to make people healthier and to enhance and protect their lifestyles.   The Discovery group Revenue flow   is >US$6 bn pa with more than 7 million customers worldwide. Built on organic and disruptive growth it has maintained 30% earnings growth py since listing in 1999. Our presentation will show the CFO’s the power of its Vitality wellness program and demonstrate the scientific and factual ROI coming from this program on employee productivity and Healthcare costs

Brett TrompCFODiscovery Health

The Information

Registration Pricing

Startups & the CFO SummitDate: October 21 & 22, 2015Location: San Francisco, CA

F TI L

Ways to Register+1 (415) 800 4713 +1 323 446 7673 Register Online Here

Silver Pass

$1395Access to all sessions &

networking events7 days access to presentations from the

summit via ieOnDemand

$1195Early Bird Price(before Aug 21)

Diamond Pass

$1895Access to all sessions, networking events, annual subscription to all

content on the CFO & Finance channels via ieOnDemand

$1695Early Bird Price(before Aug 21)

Gold Pass

$1595Access to all sessions, networking

events & unlimited access to presentations from the summit via

ieOnDemand

$1495Early Bird Price(before Aug 21)

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

$695Early Bird Price(before Aug 21)

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)

For larger groups or special requests contact Meera by calling +1 415 800 4713 or email meera@theiegroup.com * Team discounts are applicable at the point of registration only.

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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 September 21, 2015 incur an administrative charge of 50%. If you cancel your registration after September 21, 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 FormStartups & the CFO SummitOctober 21 & 22, 2015 | San Francisco | CAFor registration or more information on the program, please call Meera on +1 415 800 4713, or fax this registration form to +1 (323) 446 7673

3. Payment Options...

Early Bird Pass Options until August 21, 2015 Early Bird Silver: $1195 Attendees ____ Early Bird Gold: $1495 Attendees ____ Early Bird Diamond: $1795 Attendees ____

Regular Pass Options after August 21, 2015 Silver Pass: $1395 Attendees ____ Gold Pass: $1595 Attendees ____ Diamond Pass: $1995 Attendees ____

Group Discount Pass Options 3 Silver Passes $3000 ($1000 per attendee) 5 Silver Passes $4750 ($950 per attendee) 3 Gold Passes $3600 ($1200 per attendee) 5 Gold Passes $6250 ($1250 per attendee) 3 Diamond Passes $4200 ($1400 per attendee) 5 Diamond Passes $7250 ($1450 per attendee)

For larger groups or special requests contact Meera by calling+1 (415) 800 4713 or email meera@theiegroup.com* Team discounts are applicable at the point of registration only.

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 CFO & Finance channels via ieOnDemand

7 Schedule

Networking Drinks 17.00 - 19.00

October 22

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

October 21Day 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

For sponsorship information contact Patrick at: patricklewis@cfo.com

Sponsorship

Previous Sponsors Include:

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

Options can include:• Roundtable sponsorships• Workshop sponsorships or case study presentations• Event exhibit space

Workshop Sponsor Gold Sponsor Exhibitor Roundtable Session

Media Partner

Exhibitor Exhibitor Exhibitor Workshop Sponsor

Exhibitor Workshop SponsorWorkshop SponsorWorkshop Sponsor

Roundtable SessionExhibitor Workshop Sponsor

AprilFP&A for High TechSummitApril 8 & 9, San Francisco

FP&A Innovation Summit April 9 & 10, London

FebruaryFP&A Innovation Summit February 19 & 20, San Diego

MayFinance in Pharma & Healthcare ForumMay 14 & 15, Philadelphia

CPG Forecasting & Planning Summit May 21 & 22, Chicago

JanuaryCorporate Performance ManagementJanuary, 27 & 28, New York

Partnership Opportunities: Giles Godwin-Brown | ggb@theiegroup.com | +1 415 692 5498Attendee Invitation: Sean Foreman | sforeman@theiegroup.com | +1 415 692 5514

JunePayments Innovation SummitJune 11 & 12, Chicago

Corporate Performance Management WestJune 18 & 19, San Diego

September Continued

Compliance & Regulation Summit September 11 & 12, Boston

CFO Rising EuropeSeptember 17 & 18, London

MarchCFO Rising EastMarch 12 & 13, Miami

CFO InnovationMarch 12 & 13, Miami

Corporate Finance TechMarch 12 & 13, Miami

Outsourcing Innovation SummitMarch 12 & 13, Miami

FP&A Innovation Summit March 25 & 26, Hong Kong

DecemberController SummitDecember 3 & 4, Boston

NovemberBig Data For FinanceSummitNovember 18 & 19, Boston

CFO Playbook for Private CompaniesNovember 19 & 20, Miami

2014 CalendarCFOconferences

OctoberCFO Rising WestOctober 21 & 22, San Francisco

Corporate Venturing Summit October 21 & 22, San Francisco

Start Ups & The CFOOctober 21 & 22, San Francisco

FP&A Innovation Summit October 23 & 24, Shanghai

SeptemberFinance Transformation Summit September 9, Boston

FP&A Innovation Summit September 9 & 10, Boston

Risk Management Summit September 11 & 12, Boston

JulyTreasury Management SummitJuly 10 & 11, Boston

Expected Attendees

Innovation Enterprise - Partner Event

CFO