2. By covering the hottest topics within financial planning &
analysis, we create a platform for senior level executives to
obtain real action points and useful connections to better
support their business goals.
Online videos of all sessions, with integrated slides and
audio will be made available to all attendees after
the event.
September 8 & 9, 2016
Seaport World Trade Center, 200 Seaport Boulevard,
Boston, MA, 02210
The main themes for this years discussion are:
• Finance Transformation
• Financial Leadership
• Technology in Finance
• Budgeting & Planning
• FP&A Innovation
FP&A Innovation Summit
Overview
ABOUT THE EVENT
2
#FPAEast
3. Confirmed & Previous Speakers
Scott Sarian, Director, FP&A, Harvard Law School
Glen Parillo, Controller, Accuweather
Anju Nagpal, Director, R&D Finance, Biogen
John Rogol, CFO, Marketing, TIAA-CREF
Tim Strudwick, CFO, The Many Brains Project
Jennifer Templeman, CFO, Jumpstart
John Cappadona, VP, Finance & Strategy, Sentient Jet
Tim Zue, SVP, Finance, Analytics & Strategy, Boston Red Sox
Kelly Kauffman, CFO, Fenway Sports Management
Vikram Thomas, Director, Finance, Dow Chemicals
Jason Quint, VP, Finance, Bed Bath & Beyond
Ryan Martinez, Director, FP&A, Southwest Airlines
Jose Nazario, SVP, FP&A, Citi
Speakers
SPEAKERS AT A GLANCE
3
5. 5
Jennifer Templeman
CFO
JUMPSTART FOR KIDS
Using Finance to Drive
Company Strategy
Scott Sarian
Director, FP&A
HARVARD LAW SCHOOL
FP&A in the Education: The
Difficulties in Forecasting
Tim Strudwick
CFO
THE MANY BRAINS PROJECT
The CFO and Staff
Management
Scott Sarian has 12+ years experience in
Financial Services industry, including his current
role as Director of Financial Planning and
Analysis with Harvard Law School. At Harvard
Kennedy School, Scott worked with the
school's research centers to ensure proper
budgeting for all types of funding, including
grants and funds, and coordinated long-term
budgets (5-10 years) for strategic planning
purposes. In hisy time with Capital One, Scott
was responsible for total cost management for
a $40MM business line for a major corporation.
Previous roles have included time as a Client
Relationship Manager and Fund Accountant.
4+ years experience as a Project Manager,
managing teams up to 25 people in size and
projects up to 1 year in scope.
TIm is a finance executive in the technology industry.
Sr. Director for a $400M software company and
Chief Financial Officer for a nonprofit health
technology start-up. Master's degree in
Mathematics. Expert in P&L management, financial
modeling, and operational excellence. Tim's main
role is Head of Global Financial Planning & Analysis
for Dynatrace. Tim is responsible for FP&A, deal
desk, commissions, software pricing, and real
estate, however, he also works as a CFO for a non
profit orgaznization, The Many Brains Project.
Jennifer Templeman, COO/CFO at Jumpstart for
Young Children, joined the organization in 2010
bringing 20 years of financial management
experience to oversee finance, compliance, risk
management, systems, technology, regional
operations and talent management. In this role,
she focuses on strategy design and
implementation, building strong policies and
procedures with an emphasis on efficiency,
support and quality.Prior to Jumpstart, Jennifer
worked at agencies in Massachusetts, Georgia,
and Ohio. She grew up in North Carolina and
received her degree in accounting from Capital
University in Columbus, Ohio. In addition to her
role at Jumpstart, Jennifer spends time working
with young accountants to encourage their
consideration of a career in the non-profit sector.
Keynote Speakers
SPEAKERS IN DETAIL
6. 6
Speakers
SPEAKERS IN DETAIL
Glenn Parrillo
Controller
ACCUWEATHER
Using Technology to Better
your Products
Predictive Analytics in FP&A
John Cappadona
VP, Finance & Strategy
SENTIENT JET
Tim Zue
SVP, Finance, Analytics & Strategy
BOSTON RED SOX
Vikram Thomas
Director, Finance
DOW CHEMICALS
Panel Session: Creative
Ways of Innovating with your
Finance Team
Using Innovation as the basis of
your FP&A Process
Anju Nagpal
Director, R&D Finance
SKYSCANNER
Jason Quint
VP, Finance
BED BATH & BEYOND
What Employee Engagement
can do for your FP&A Process
Kelly Kauffman
CFO & SVP, Business Operations
FENWAY SPORTS MANAGEMENT
Panel Session: Creating a
Sustainable Workforce
Leading through Company
Transition
John Rogol
CFO, Marketing
TIAA-CREF
Ryan Martinez
Director, FP&A
SOUTHWEST AIRLINES
Extending your Annual
Forecast & Budgeting
VIEW FULL ABSTRACTS
The Impact of Data &
Technology in the Sporting
Industry
7. 13
07:00 Check in
08:30 Keynotes
Day 1
10:30 Coffee Break
11:00 Keynotes
13:00 Lunch
17:30 Networking Drinks
14:00 Keynotes
CHECK IN
An opportunity to check yourself into
the event and meet other leaders in
your industry ahead of the day
Day 2
COFFEE BREAK & LUNCH
A chance to sit down, network and connect
with decision makers within the industry
KEYNOTES
Listen to actionable case studies largely
brought to you by Fortune 500 companies
NETWORKING DRINKS
A more relaxed environment in which to
engage with all attendees and gain
valuable connections
15:30 Coffee Break
16:00 Keynotes
07:30 Check in
09:00 Keynotes
10:30 Coffee Break
11:00 Keynotes
13:00 Lunch
14:00-15:30 Keynotes
Schedule
SCHEDULE AT A GLANCE
Key
SUMMIT END
8. I can say hands down, you guys do the finest
job of anyone in the media conference space“
9. pyiakoumi@theiegroup.com
US +1 415 992 5658 UK + 44 207 097 1261
Want to Sponsor any of our events? Contact:
REQUEST TO SPONSOR
Sponsors
SPONSORS AND PARTNERS
Platinum SponsorPlatinum Sponsor
11. 78% of attendees are CXO level or above
Who Attends
WHO ATTENDS OUR EVENTS
The summits that Innovation Enterprise puts on are
among the most highly acclaimed in the world, with
industry leading decision makers from across the
analytics industry in attendance as both speakers and
delegates. You will connect with senior level executives
from both major corporations and innovative small-to-
medium size companies.
Holding events in several locations around the
world, we have acquired a global audience
director
vp/svp
manager
senior
cxo
df
dvsd
vs
5000+
1000-5000
200-1000
Less than 200
Company size of attendees
by number of employees
45%
40%
10%
5%
12. Access to a single day of
the event
Access to all sessions
& networking events
Access to presentations
from the summit on
ieOnDemand for 7 days
Unlimited access to
presentations from the
summit on ieOnDemand
Access to all
presentations on the
Digital Channel
Access to all tracks at
the event
Gold Pass Diamond
Pass
AAA PassSilver Pass1 Day PassOnDemand
Pass
$600 $895 $1395 $1695 $1895 $2095
TICKETS AND PRICING OPTIONS
Tickets
GROUP PASSES REGISTER ONLINE
ejay@theiegroup.com
US +1 415 830 4713 UK + 44 207 193 1812
Interested in attending? Register online or contact Elliott Jay
Buy a group of at least 3 passes to receive up to 25% off
(most popular) (limited release)(limited release)
13. Prices are exclusive of VAT. 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
August 18, 2014 incur an administrative charge of 50%. If you cancel your registration after August 18, 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.
Total $
Delegate Information
Full Name
Job Title
Company
Department
Industry
Passes
Payment Options
Check Visa Master Card American Express Invoice Me
Card Number
Expiry Date
Mo Ye
Security No.
Card Holder’s Name
Card Holder’s Address
Card Holder's Signature
REGISTER FOR THE EVENT
Register
Address
Country
Zip/Post Code
State/Provence
Business Phone No.
Quantity
Gold Pass Diamond
Pass
AAA PassSilver Pass1 Day PassOnDemand
Pass
$600 $895 $1395 $1695 $1895 $2095
Places are transferable without any charge within 12 months of the
original purchase
+1 323 446 7673
+1 415 830 3712
GROUP PASSES REGISTER ONLINE
14. 2016 CFO Calendar
January Location Expected Attendees Dates
Corporate Performance Management Summit Miami 150+ January 27 & 28
March
CFO Rising East Summit Boston 220+ March 9 & 10
April
CFO Rising Summit Hong Kong Hong Kong 100+ April 14 & 15
June
Corporate Performance Management Summit San Diego 150+ June 8 & 9
CFO Rising Summit Singapore Singapore 100+ June 29 & 30
September
Risk Management Summit Boston 100+ September 7 & 8
Treasury Management Summit Boston 100+ September 7 & 8
CFO Rising Europe Summit London 100+ September 14 & 15
October
CFO Rising West Summit San Francisco 220+ October 19 & 20
November
Controller Summit Boston 100+ November 9 & 10
CFO Playbook for Private Companies Atlanta 100+ November 9 & 10
Sponsorship
Opportunities
Pedro Yiakoumi
pyiakoumi@theiegroup.com
+1 415 992 5658
+44 207 097 1261
Delegate
Invitations
Elliot Jay
ejay@theiegroup.com
+1 415 800 4713
+44 207 193 1812
