2014 Summit Leadership Conference Financial Executives International June 2-3 I National Harbor, MD.

Position:INNOVATE FINANCE - Conference news

Adaptive Insights


American Appraisal

Axiom EPM


BlackLine Systems

Bloomberg BNA*

BMO Financial Group

Business Learning Institute

Collaborative Solutions

Com-Control Inc.

Compliance Week

Crowe Horwath LLP

DataTracks Services Limited


Financial Executives International

Financial Executives Research


Grant Thornton LLP*

Hunter Warfield*




Ledgent Finance & Accounting

LPL Retirement Partners and Putnam Investments

Merrill Corporation

National Association of Corporate Directors (NACD)



PwC Private Company Services*

Welcome Lette

June 2,2014

Dear FEI Members and Guests:

On behalf of the Board of Directors, we welcome you to National Harbor and the 2014 Summit Leadership Conference. Leadership being top of mind, we have assembled thought-provoking panels and innovative keynotes to provide you with the tools needed to thrive within the finance profession.

This year's program consists of general sessions, keynote speakers, and innovation labs featuring topic areas focused on Strategic Leadership, Finance & Accounting, Digital Technology and Governance, Risk & Compliance. These innovation labs provide targeted learning opportunities and the flexibility to attend the session you want, helping you to make the most of your Summit experience. We are also pleased to present breakfast sessions that offer additional CPE credits, and a vibrant exhibit hall where you can network and discover new ideas, as well as products and services to enhance your day-to-day business.

FEI has a fantastic line-up of speakers, including our Opening Keynote, presented by Mike Walsh, CEO of Tomorrow and best-selling author of FUTURETAINMENT, a closing address by General Michael Hayden, former director for the CIA and NSA, focused on cyber security, as well as two interactive interview sessions, entitled CEO Insights, with Ursula Burns, Chairman and CEO of Xerox and Scott Wine, Chairman and CEO of Polaris Industries, Inc.

And last, but certainly not least, FEI invites you to maximize your conference experience by attending Summit Hill Day on June 4. This complimentary event provides you with the unique opportunity to visit with members of Congress and inform them of the important issues facing financial executives and their companies.

We would like to thank our 2014 Summit Leadership Conference sponsors, exhibitors and FEI Strategic Partners. It's their continued support and generosity that help to make the conference a productive financial leadership event.

Please feel free to seek out FEI Staff with any questions - they'll be wearing blue shirts to help you quickly identify them. We wish you an amazing Summit experience, and hope you enjoy all that National Harbor has to offer! Sincerely,

General Manager, Corporate Finance & Services Microsoft Corporation 2013-14 FEI Chair

President and and Chief Executive Officer

Financial Executives International and Financial Executives Research Foundation


Welcome and Opening of Conference 19:00 am--9:15 am I Woodrow Wilson A


Monday, June 2 | 9:15 am--10:05 am

Mike Walsh, best-selling author of Futuretainrnent and Chief Executive Officer of innovation research lab, Tomorrow, is a leading authority on the digital future. His expertise is explaining new patterns of consumer behavior and disruptive technologies in emerging markets. Walsh's advisory work and keynote presentations provide unique insights into the growing influence of new markets on breakthrough innovation and business transfon-nation.


Monday, June 211:35 pm--2:25 pm

Ursula Burns is Chairman and Chief Executive Officer of Xerox. When she joined Xerox in 1980 as a mechanical engineering summer intern, the company was the leader in the global photocopying market. As Burns later assumed roles in product development and planning, the company was securing its leadership position in digital document technologies.


Monday, June 2 | 4:20 pm - 5:10 pm

The Importance of Getting Financial Regulatory Reform Right

As president and CEO of the U.S. Chamber of Commerce Center for Capital Markets Competitiveness (CCMC), David Hirschmann leads the Chamber's initiative dedicated to promoting a modern and effective regulatory structure that fosters robust and diverse sources of capital, investment, liquidity, and risk management for our nation's job creators. This effort addresses domestic and international securities regulation, enforcement, and financial reporting issues. Hirschmann also serves as president and CEO of the Chamber's Global Intellectual Property Center (GIPC).


Tuesday, June 3 I 9:10 am - 10:00 am

Economic Outlook, Regulations and Capital

Craig Lewis was the Chief Economist and Director of the Division of Risk, Strategy, and Financial Innovation at the U.S. Securities and Exchange Commission. Lewis first served at the SEC as a visiting Economic Fellow from January 2010 through July 2010, and subsequently returned in the same capacity in January 2011. He has conducted research on volatility in stock and futures markets, margin adequacy, corporate earnings management, corporate financial policy, executive compensation, selective disclosure, and herd behavior by equity research analysts.


Tuesday, June 3 I 1:35 pm - 2:25 pm

CEO Insights - Financial Leadership and Profitable Growth

Polaris Industries Inc., the $3.28 market leader in off-road vehicles, snowmobiles, motorcycles and on-road electric/ hybrid powered vehicles. He joined the company in September, 2008 after serving as the President of Fire Safety Americas, a division of United Technologies, from 2007 to August 2008.


Tuesday, June 3 I 3:55 pm - 4:45 pm

Cyber Security: Why Is This So Hard?

As Director of the Central Intelligence Agency, General Hayden was responsible for overseeing the collection of information concerning the plans, intentions, and capabilities of America's adversaries; producing timely analysis for decision makers; and conducting covert operations to thwart terrorists and other enemies of the United States. Before becoming Director of the CIA, General Hayclen served as the country's first Principal Deputy Director of National Intelligence and was the highest-ranking intelligence officer in the armed forces. Earlier, he served as Director of the National Security Agency.



MORNING SESSIONS | 9:00 am - 12:00 pm

Financial Executives Survival Kit: How to Get Control of Your

Business and Take Back Your Life I Baltimore 3 Presented by Ron Rosenberg, President, QualityTalks, Inc.

These are difficult times in the business world. You're under constant pressure from the realities of the economy, the difficulties of finding qualified staff and the overwhelming weight of being responsible for the long-term success of your company. And despite your best efforts, you always seem to be running from one crisis to the next, never truly finding the time to implement all the great ideas you know will grow the business. The good news is ... it doesn't have to be this way!

This is not your standard "rah-rah you can do it!" or 'think positive thoughts and good things will happen to you" motivational speech. In fact, it's quite the opposite. In this highly interactive workshop attendees will walk away with a strategy plan that they'll complete during the session with specific and proven ideas they can implement immediately when they return to the office!

The Future Role of Finance and Accounting I Baltimore 1 Presented by Dr. Robert Howell, David T. McLaughlin, D'54, T'55, Distinguished Visiting Professor, Tuck School of Business at Dartmouth

In a fast changing, highly competitive, and global business environment, the finance and accounting executive has a tremendous opportunity to make significant contributions to the long term intrinsic value of the firm, by spending much more time looking strategically forward as well as operationally backward, considering important external relationships as well as internal partnering, and focusing on non-financial metrics as well as traditional financial results.

This program will start with a discussion of finance and accounting's role in driving firm intrinsic value. It will, then, consider how finance and accounting may become operationally more efficient and strategically more effective, with particular emphasis on making the planning and budgeting process faster, cheaper, and more useful; how resources might be redeployed to become more analytic (think FP & "BIG A"); and how many firms can get much more out of their assets by significantly better asset utilization. Finally, the implications of the necessary changes on finance and accounting staff selection, training, and development will be considered.

AFTERNOON SESSIONS I 2:00 pm - 5:00 pm

Financial Effectiveness--Initializing First Steps I Baltimore 3 Presented by Gabriel Zubizarreta, CEO, Financial Effectiveness & Transformation Team Leader, Silicon Valley Accountants and OnBase by Hyland

Learn how to master the challenges of constant change, increasing requirements and constrained resources that limit the effectiveness of traditional process improvement in finance. During this informative session, attendees will gain an understanding of how leveraging a blended "Lean/Agile" approach can provide a better path to sustainable success of financial transformation efforts. Additionally, we will explore how to achieve maximum efficiency and effectiveness with a balanced Financial Effectiveness Framework approach, focused on improved teamwork, information integration and process optimization. Attendees will learn how to apply the synergistic concept of Continuous Improvement when managing the dynamics of Financial Effectiveness, and leave this workshop with effective, practical information that can be applied immediately to their...

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