Big Data for FinanceThe Future of FinanceNovember 18 & 19, 2014Sheraton Hotel | Boston

Delegates Include• Director, FP&A - Xerox

• Senior Director, Finance - Apple

• Vice President, Financial Data- Google

• Senior Director - TE Connectivity

• Director, Economic Data - Hewlett Packard

• Director, FP&A - EA Electronic Arts

Who Will You Meet?There is no question that CFO provides the

gold standard events in the industry and will connect you with decision makers within the analytics industry. You will be meeting senior level execut ives from major corporations and innovative small to medium size companies.

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There is no question that CFO Publishing & Innovation Enterprise provide the gold standard events in the industry and will connect you with decision makers within the finance industry. You will be meeting senior level executives from major corporations and innovative small to medium size companies.

Big Data for Finance 2014 connects you with those leading the field using Big Data technologies to boost finance performance.

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Confirmed Speakers

Confirmed Speakers Included

• Vice President, Global Business Intelligence, InterContinental Hotels Group

• Senior Director, Ad Sales Finance, The Weather Channel

• Senior Vice President, FP&A, AOL

• Vice President, Risk Analytics, Sovereign Bank/Santander

• Chief Financial Officer, American Hospitals Dubai

• Chief Financial Officer, Biovista

• Senior Manager, FP&A, Applied Materials

• Chief Financial Officer, Illinois Health

• Group General Manager, Telstra

• Global Finance Manager, Federal Mogul

• Executive Director, Finance, USAA

• & more to be confirmed...

For the latest Speaker Line-up please click hereF TI L

Jon-Michael is an Executive at USAA. He and his team are responsible for driving better decision making to ensure that USAA is highly competitive and financially strong with superior analytics and innovation. 

The span of his team includes analytics and product management decisions across Insurance, Banking, and our Financial Solutions companies.

His team is an innovative and diverse group focused on developing and implementing solutions that create actionable insight. From developing choice based elasticity for new products, to developing future Member Value insight, as well as applying entrepreneurial approaches resulting in numerous patents, the team is focused on results!

Jon-Michael KowallExecutive Director, FinanceUSAA

The Big Data for Finance Summit will address the emerging science of Big Data and how it relates to financial market applications.

Join 150+ of the industry's top minds to share challenges and best practices with pioneers in finance who are utilizing Big Data to drive results. Hear from 20+ speakers from the companies leading Big Data in Finance initiatives.

!Illustrated intermittently with case studies, interactive panel sessions and deep-dive discussions, this summit

offers solutions and insight from finance leaders using Big Data to drive results. The Big Data in Finance Summit will help your business understand & utilize data-driven strategies and discover what disciplines will change because of the advent of data. Topics include:

- Mining Large Data Sets to Capture Cost Efficiencies - Big Data Analytics vs. Financial Econometrics - Management of Reference Data - Big Data & Credit Risk - Determination of Sentiment from News Archives

About The Summit

Speaker Information

Frank Merchiers is Vice President, Global Finance BI & Information Delivery at InterContinental Hotels Group. He has over 20 years of finance, business analysis and IT experience in an international multi site environment. Extensive experience in leading and performing the implementation of Financial Systems and Performance Management systems & processes through standardization and globalization. He managed complex projects on a global scale in many functional area’s including but not

limited to Audit, Finance & Accounting, Management & Operational Reporting, Consolidation, Mergers & Acquisitions, Corporate Finance and in particular Business Intelligence and Performance Management. 

Frank Merchiers specialization is transforming Global Management information into Business Intelligence, from a paper to a paperless environment, from information to global effective insight driving competitive advantage. 

Frank MerchiersVice President, Global Business IntelligenceInterContinental Hotels Group

Raj Gangavarapu, former Head of Risk Analytics, ERM at   Santander Bank, brings fifteen years of experience in Market, Credit Risk, Capital modeling, Stress testing, Model Risk, Governance and Regulatory Reporting.

He has successful track record of planning and executing multi-million dollar Risk Analytics initiatives for some of the largest Banks in Americas.

 

Rajendra GangavarapuHead of Risk AnalyticsSovereign Bank | Santander

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Speaker Information

Business/Operations/Finance Manager and leader with a record of success on Corporate, Sales, and Marketing Finance teams. Creative problem solver who drives profitable growth - consistently exceeding goals, resolving conflict, building a performance focus, and increasing operational effectiveness.

•Management –Hands-on, practical manager with the vision and leadership skills to create successful change within tight timeframes.

•Finance – Uses financial modeling to develop business and financial strategies and drive results. Robust analytical skills, both quantitative and qualitative, with the ability to interpret & synthesize financial data and present in an accurate, concise, digestible, and actionable manner.

Joe PergolaSenior Director, Ad Sales FinanceThe Weather Channel

Santosh has work experience in key leadership roles in Manufacturing, Healthcare and IT sectors. Santosh has been instrumental in leading multiple strategic advisory roles in initiating Alliances, New Business setups, Project Planning, Costing & Pricing Strategies, Cost & Revenue Optimizations & IT implementations.

Currently working at American Hospitals Dubai as CFO, heading Finance, IT, Materials Management and Revenue

Management (including Insurance) as key portfolios. Santosh has more than 12 years of Healthcare experience.My last stint was with Apollo Hospitals, India for 8 Years. Last deputed at Bangalore as Vice President Finance handling and overseeing Finance, Revenue Management (including Insurance), Audit, IT, Materials, HR & Marketing.

Santosh MaratheChief Financial OfficerAmerican Hospital Dubai

System CFO for the healthcare system of Central Illinois. Responsible for the portfolio performance of IHS, the holding company, which owns various assets including Decatur Memorial Hospital, several clinics, Zevacor Molecular, Heartland Risk Management Company, Decatur Memorial Health Foundation, and Integrated Health Network.

Also responsible for $150M+ cash investment portfolio and $100M+ pension fund. Finance (including Billing, Medical Records, Registration), Information Technology, Risk Management and Legal Services organizations report to me. 

Al NaqviChief Financial OfficerIllinois Health

Rocky works for Telstra Corporation which is a leading technology company throughout Asia Pacific. Similar to BT in the UK, or AT&T in the US. In Telstra Rocky is the technology thought leader for the financial services industry.

Each year producing a major research report on a key issue impacting the sector, and the role that technology plays in addressing it. 

Rocky ScopellitiGroup General ManagerTelstra

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What Happened Last Time..?

Shyam Desigan is an Innovative Finance & Information technology executive with 13+ years of strong leadership experience of successful financial management, Turnaround/ Restructuring and oversight of mid-sized organizations and projects that expand business capabilities and increase company profitability. A trusted team leader recognized for leadership in capitalizing opportunities, leveraging Business Intelligence and Predictive Analytics to minimize risks,drive process improvements and operations success through comprehensive KPI reporting and Business analytics. i

Shyam DesiganChief Financial OfficerAmerican Academy of Physician

Case Study: Integration of Unstructured and Multi-Structured Data Pools to Drive Agile Forecasting

While at American Academy of Physician Assistants we have an opportunity to understand revenue drivers studying the membership engagement model, by embracing Cloud based BI and predictive analytic tools to drive our FP&A process and integrating the FP&A system with our Operational performance management system to be able to re-forecast on a real-time basis. Prior to AAPA Shyam Desigan had an opportunity to drive Analytics from a forecasting perspective at Volunteers of America Chesapeake, a large complex human services non-profit.

Gerard DwyerDirector, BI & FInanceGoogle

Ger is director of business intelligence for the finance function at Google. In this role he is responsible for internal finance related business performance data, reporting and related systems infrastructure across all sales regions and channels, plus multiple other product, spend and process areas. Prior to joining Google in 2006, Ger worked in a range of finance, IT and analytics roles in the telecoms industry in Europe and Africa.

Building and Leveraging a BI Competency Centre in Finance - Learnings from the Journey

Data driven decision making is a core characteristic of Google's business activities. The Finance BI team has been at the heart of leveraging its data assets to drive insight and business value across a range of core Finance processes. Understanding how the team evolved, its scope of responsibilities, approach to key dimensions such as skills and technology plus developing partnerships with other Finance and IT / Engineering functions will inform Finance leaders on h!ow to approach unlocking the power of its own data assets.

Petter Kolm is the Director of the Mathematics in Finance Masters Program and Clinical Associate Professor at the Courant Institute of Mathematical Sciences, New York University and the Principal of the Heimdall Group, LLC. Previously, Petter worked in the Quantitative Strategies Group at Goldman Sachs Asset Management where his responsibilities included researching and developing new quantitative investment strategies for the group's hedge fund. He holds a Ph.D. in mathematics from Yale, an M.Phil. in applied mathematics from Royal Institute of Technology, and a!n M.S. in mathematics from ETH Zurich

Big Data in Portfolio Analysis: The Trade-offs Between Alpha Decay, Risk, and Trading Costs

The traditional view of portfolio construction, risk analysis, and execution holds that these three functions of money management are separable. Portfolios are constructed without incorporating the costs of execution, and execution is conducted without considering portfolio level risk. With the exp los ive growth of systemat ic t rad ing , severa l methodologies have been proposed for unifying and improving traditional money management functions. In this talk we present a multi- period portfolio optimization model with market impact costs and its Bayesian dynamic extensions.

Petter KolmDirector, MathematicsNew York University

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The Information

Registration Pricing

Big Data for Finance SummitDate: November 18 & 19, 2014Location: Boston, MAVenue: Sheraton Hotel Boston

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Ways to Register+1 415 670 9102 +1 323 446 7673 Click Here to Register

For larger groups or special requests contact Andrew by calling +1 415 670 9102 or email Andrew at andrewtaylor@CFO.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 Sep 12)

Diamond Pass

$1995Access to all sessions, networking

events, annual subscription to all content on the CFO & Finance channels via

ieOnDemand

$1795Early Bird Price(before Sep 12)

Gold Pass

$1795Access to all sessions, networking

events & unlimited access to presentations from the summit via

ieOnDemand

$1595Early Bird Price(before Sep 12)

1 Day Pass

$795Full access to the sessions to your chosen day of the summit, 7 days

access to presentations from the summit via ieOnDemand

7 dayonline access to event materials

On-Demand Pass

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

including presentations, interviews & the ability to contact speakers

Unlimited access to

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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1. Delegate Information...

2. Pass Types...Early Bird Pass until September 12, 2014

Early Bird Silver: $1295 Attendees ____ Early Bird Gold: $1595 Attendees ____ Early Bird Diamond: $1795 Attendees ____

Regular Pass after September 12, 2014 Silver Pass: $1495 Attendees ____ Gold Pass: $1795 Attendees ____ Diamond Pass: $1995 Attendees ____

Group Discount Pass Options

For larger groups or special requests contact Andrew by calling +1 415 670 9102 or email Andrew at andrewtaylor@CFO.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 ieOnDemandDiamond Pass: Access to all sessions, networking events, annual subscription to all content on the CFO & Finance channels via ieOnDemand

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Prices are exclusive of VAT. 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 10, 2014 incur an administrative charge of 50%. If you cancel your registration after October 10, 2014 you will be charged the full fee. You must notify The Innovation Enterprise in writing of a cancellation, or you will be charged the full fee. The Innovation Enterprise reserve the right to make changes to the program without notice. NB: FULL PAYMENT MUST BE RECEIVED BEFORE THE EVENT.

Registration FormBig Data for Finance 2014November 18 & 19, 2014 | Sheraton Hotel | BostonFor registration or more information on the program, please call Andrew on +1 415 670 9102, or fax this registration form to +1 323 446 7673

3. Payment Options...

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7 Schedule

Networking Drinks 17.00 - 19.00

November 19

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 18Day 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

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

End of Summit Coffee Networking Session

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Sponsors

Workshop Sponsor

Networking Sponsor

For sponsorship information contact Giles at: ggb@theiegroup.comF TI L

Partnership Opportunities: Patrick Lewis | plewis@theiegroup.com | +1 (415) 992 7632Attendee Invitation: Sean Foreman | sforeman@theiegroup.com | +1 415 692 5514

2015 CalendarCFOconferences

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

FP&A Innovation Summit April 8 & 9, London

CFO Rising AustraliaApril 22 & 23, Australia

FP&A Innovation Summit April 23 & 24, Hong Kong

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

Finance TransformationSummitFebruary 19 & 20, San Diego

OctoberCFO Rising WestOctober 21 & 22, San Francisco

Corporate VenturingSummitOctober 21 & 22, San Francisco

FP&A Innovation Summit October 21 & 22, Shanghai

SeptemberFinance Transformation Summit September 9, Boston

FP&A Innovation Summit September 9 & 10, Boston

Financial Leadership &Business PartneringSeptember 9 & 10, London

MayForecasting & Planning for Pharma & Biotech SummitMay 13 & 14, Philadelphia

CPG Forecasting & Planning SummitMay 20 & 21, Chicago

JanuaryCorporate Performance ManagementJanuary, 28 & 29, New York

JunePayments Innovation SummitJune 10 & 11, San Francisco

Corporate Performance Management WestJune 17 & 18, San Diego

Retail Forecasting & Planning Summit June 17 & 18, Chicago

FP&A Innovation Summit June 24 & 25, Singapore

MarchCFO Rising EastMarch 11 & 12, Miami

CFO InnovationMarch 11 & 12, Miami

Corporate Finance TechMarch 11 & 12, Miami

DecemberController SummitDecember 3 & 4, Boston

NovemberBig Data For FinanceNovember 18 & 19, Boston

CFO Playbook for Private CompaniesNovember 18 & 19, Miami

September Continued

Risk Management Summit September 9 & 10, Boston

Compliance & Regulation Summit September 9 & 10, Boston

Treasury Management SummitSeptember 9 & 10, Boston

CFO Rising EuropeSeptember 16 & 17, London

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CXO

Pharma & Biotech Healthcare

Consumer GoodsCFO

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