Finance Leaders in Retail

Gain greater insight with Financial Innovation

June 20 & 21, 2013Westin River North, Chicago, IL

Speakers

Speakers

• Director, FP&A, Planet Hollywood

• Vice President, FP&A, Boscov's• Director, Category Finance, Starbucks

• Director, Finance, PriceGrabber

• VP, Corporate Planning, LivingSocial

• Director, FP&A, Newell Rubbermaid

• CEO, Likeable Media

• Manager, Finance Corp. OpEx, Beam

• Director, Product Mrkt. Host Analytics• Director, Finance, Advanced Autoparts

• Snr. Director, Finance, Walgreens

• DVP, Merchandising & Selling, Sears

• Owner, Illinois Nut & Candy

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Delegates include• Senior Finance Analyst - Converse

• VP, Corporate FP&A - Michael Kors

• Senior Manager, FP&A - The Home Depot

• Global Manager, Analytics -Estee Lauder

• Director, Analytics - Coca-Cola

• Director, Insight - EA Electronic Arts

Who Will You Meet?There is no question that IE. 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.

Job Title Of Attendees

President/Principal

SVP/VP

C-Level

Snr. Director/Director

Global Head/ Head

Snr. Manager/Manager

Academic (1%)

78%

1000+ Employees300-999 Employees50-299 EmployeesLess than 49 Employees

Company Size Of Attendees

8%

11%

25%56% 81%Attendees are

companies with at least 300

employees

3%

21%

12%

42%

13%

8%

Attendees are at Director level or above

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Effective financial planning is central to business success. In the modern business environment technological developments and the advances of globalization have created unparalleled opportunities for businesses to expand their markets. But new opportunity has opened the door to new challenges.

This summit aims to highlight how finance, accounting, treasury & related leaders in the industry are driving innovations in financial planning and analysis. It will focus on the solutions offered by innovative financial planning and business forecasting. Presentations comprise of

learning objectives, illustrated intermittently with a number of exploratory case studies, to include:• Strategies to engage senior leadership around financial

forecasts and reviews, as well as methods to facilitate this

• Using the financial forecast as the vehicle to drive accountability for results

• Learn how to optimize the role of Financial Planning & Analysis in your company

• Budget, Financial Plan and Forecasting - an approach to a single repeatable financial planning cycle

About The Summit

Bob Peruzzi is Vice President of Corporate Planning for LivingSocial, where he oversees the FP&A and Business Intelligence functions for the company. His experience prior to LivingSocial spans 12 years and a variety of roles, including Director of FP&A for RecycleBank, Associate Director of Equity Research for UBS Investment Bank, and various financial roles for Capital One Financial and Accenture. Bob earned an MBA with concentrations in Finance and Accounting from NYU Stern, a BS in Finance from Penn State University, and is a Chartered Financial Analyst (CFA).

FP&A Chal lenges and Solut ions at LivingSocial

Ecommerce has had a profound impact on the retail landscape over the last two decades, through its ability to replicate and enhance the traditional shopping experience over the internet. More recently, companies like LivingSocial are once again reshaping the consumer buying experience through their efforts to bridge the divide between online and offline commerce using social and mobile technologies. “FP&A Challenges and Solutions at LivingSocial” will explore some of the unique challenges in building a robust, flexible planning process at the company given its unique business model and the highly competitive environment in which it operates.

Bob PeruzziVice President, Corporate Planning LivingSocial

Speaker Information

AJ Minnetian is Director of Finance at PriceGrabber.com, a leading online comparison shopping engine, where he oversees the overall finance operations of the company as well as devoting time to the strategic direction of the company. Before joining PriceGrabber, AJ spent 6 years working as an Investment Banker and in Private Equity advising companies on Mergers & Acquisitions, IPOs, and other strategic decisions. AJ holds a Bachelor in Engineering from McGill University in Montreal, Canada, and an MBA from the UCLA Anderson School of Business. Outside of work, AJ enjoys spending time with his wife and two kids, as well as play an occasional match of pick-up soccer!

Forecasting Amidst a Rapidly Evolving Online Retail Landscape

All companies’ revenues are affected by the strength – or weakness – of the national economy. Consumers change their spending plans depending on how confident they are of the future. However, in the rapidly evolving online retail space, accurately forecasting revenues 6-12 months out becomes even more challenging as new competitors consistently plan on entering the online market niche your company occupies, disruptive business models such as mobile emerge, or existing customers may threaten to vertically integrate and directly compete with your site. In an online world that continues to quickly change and shape the way people shop, the accuracy and reliability of a forecast is increasingly more susceptible to this evolving landscape. As such, understanding the competitive landscape will become increasingly more critical for the finance professional.

AJ MinnetianDirector, Finance PriceGrabber

Speaker Information

Karen has spent the last six years at Boscov’s focusing on external reporting and building a strong planning & analysis function.   Karen is currently the Vice President, Financial Planning & Analysis.   Prior to joining Boscov’s in 2006, Karen was Director of Financial Reporting at Rodale, Inc. The breadth of her experience includes retail, publishing, manufacturing and consulting.   Karen holds a B.A. in Management from Moravian College and an MBA from Lehigh University.   She also attended the United States Naval Academy, concentrating on Economics.  

The Challenging & Dynamic Role of FP&A in Retail

Boscov’s Department Store is the largest family owned, privately held department store in the US.   The Company currently operates 41 stores, reaching across 5 states in the Mid-Atlantic region of the country.   This presentation will cover the shift in the role of Finance/Analytics as an afterthought prior to Boscov’s 2008 Chapter 11 bankruptcy to the key decision support function it is today, as the Company is thriving during these challenging economic times.

Karen CollinsVice President, FP&ABoscov’s

Tommy James is a Solution Architect with Host Analytics, the leader in cloud-based financial applications including planning, consolidations, reporting and analytics.  His has 15 years of experience implementing financial applications with companies in many industries, including retail and financial services.   Roles have included Technical Account Manager for Hyperion Solutions, Project Manager for Bank of America’s brokerage business, and Project Manager of Financial Systems at Belk department stores.  Earlier in his career, Tommy spent 5 years at KPMG as auditor in the financial services practice.

Modernize Finance and Escape from Excel Hell

Are you stuck in Excel hell just trying to collect the budget or forecast numbers? Are your review meetings with managers more about finger pointing than taking ownership of the numbers and results? Is there just no time to focus on the analysis that produces insights that matter? Many organizations are turning to the Cloud as a way to automate and accelerate key financial processes without the cost, complexity, and long deployments typical of legacy on-premises budgeting applications. Hear how your peer organizations are streamlining the budgeting process and escape Excel hell.

Tommy JamesSolution Architect Host Analytics

Nestor Nova currently leads the Financial Planning, Analysis and Inventory Control efforts for Planet Hollywood, Buca di Beppo, and Earl of Sandwich. In this role he is responsible for providing business intelligence, analysis, forecasting and reporting to the CEO, President, COO, CFO, and Divisional Vice-president of each concept and business unit. Nestor holds Bachelors in Economics degree from the University of Central Florida. He also has an MBA and MS in Finance and forecasting education from the London School of Economics.

The Evolution of the FP&A Role Amidst Data Abundance and Volatility – Transforming Data into Actionable Strategies

Financial Planning and Analysis teams face new and more complex challenges. Albeit data is becoming more abundant, discerning and understanding data continues to be a great challenge for professionals in this field. It becomes increasingly difficult to discern usable and value-added data amidst the inflow of information we are able to obtain through modern systems. We are no longer challenged by data availability but by being able to understand and transform data into usable knowledge to create impactful strategies for the organization. This is increasingly difficult with organizations striving to overcome the effect the economic downturn and multiple strategies being implemented in the market.

Nestor Nova Director, Financial Planning & Analysis Planet Hollywood

Speaker Information

Raphael Fuchs is the Global FP&A Director of the Writing & Creative Expression GBU of Newell Rubbermaid. This GBU is the world leader writing instruments company, including brands like Sharpie®, the largest writing brands in North America. Raphael’s responsibilities include global FP&A and strategic business decision support. Raphael is a 10 year employee of Newell Rubbermaid starting his career in Corporate Finance and continuing with roles in Operations

Finance, International Finance and Sales & Marketing Finance. During his tenure he has held various finance management roles in the US and in Europe including Regional Business Unit Finance lead for Everyday Writing in North America, Rubbermaid Commercial Products and Tools & Hardware in EMEA. Before joining Newell Rubbermaid, Raphael was VP Finance at Atempo, COO at EuropeanInvestor.com and worked at Arthur Andersen LLP where he served clients in the Consumer Goods industry. Raphael has a degree in Business Economics from the Solvay Business School in Brussels, Belgium.

Raphael FuchsDirector, Global FP&ANewell Rubbermaid

Carrie Kerpen is the co-founder and CEO of Likeable Media, which she grew from a husband-and-wife consulting firm into an award-winning, global social media and word-of-mouth marketing agency. She led her team to generate over $15 million in revenue, landing the agency on the INC 500 List in 2011 and 2012.   Follow her on Twitter @CarrieKerpen.

How the Retail Industry can Staff for Social Media Success & Increased ROI.

So, your team finally understands the importance of social media-- and you've got plans to listen, respond, and engage with your community. But where does social live? Is it cross functional? Relegated to marketing? And how can your company truly be leaders in the social space without spending money on around the clock staff? In this session we'll discuss how the tools of social media can best be optimized across your organization, and how you can create a strategy that can be executed efficiently and effectively.

Carrie KerpenChief Executive OfficerLikeable Media

Marc Munson has been with Starbucks for seven years, currently as the Director of Finance for Global Marketing and Category.   Marc and his team are responsible for planning, analytics and strategic decision support for the vast array of products, programs and promotions that drive customers into over 18,000 stores globally.  His team

has been instrumental in driving more rigor into the company’s go-to-market strategy and tactics, as well as insights into promotional levers.   He has also held other leadership roles within Starbucks in the areas of International Finance and Investor Relations. Marc’s experience prior to Starbucks includes finance roles for other Fortune 500 companies, as well as time in banking.   He has an MBA from the McCombs Business School at the University of Texas.

Marc Munson Director, Finance, Global Marketing & CategoryStarbucks

The Information

Silver Pass

$1195

Access to all sessions &networking event

Diamond Pass

$1695Access to all sessions,

networking events, annual subscription to IE.

membership & Strategic Analysis

Report

Gold Pass

$1495Access to all sessions, networking events &

annual subscription to IE. membership

Registration Pricing

Finance Leaders in Retail SummitDate: June 20 & 21, 2013 Location: Chicago, ILVenue: Westin River North

For larger groups or special requests contact Rose by calling +1 (310) 598 7733 or email rpalmer@theiegroup.com* Team discounts are applicable at the point of registration only.

Ways to Register

+1 (310) 598 7733 +1 (323) 446 7673 https://theinnovationenterprise.com/summits/fpa-retail/registration

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Group Discount Offers3 Silver Passes: $3000 ($1000 per attendee)5 Silver Passes: $4750 ($950 per attendee)3 Gold Passes: $4200 ($1400 per attendee)5 Gold Passes: $6250 ($1250 per attendee)3 Diamond Passes: $4800 ($1600 per attendee)5 Diamond Passes: $7250 ($1450 per attendee)

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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...

Pass Descriptions:Silver Pass: Access to all sessions & networking eventsGold Pass: Access to all sessions, networking events & annual subscription to IE. membershipDiamond Pass: Access to all sessions, networking events, annual subscription to IE. membership & Strategic Analysis Report

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

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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 May 17, 2013 incur an administrative charge of 50%. If you cancel your registration after May 17, 2013 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 FormFinance Leaders in Retail SummitJune 20 & 21, 2013 | Westin River North | Chicago For registration or more information on the program, please call Rose on +1 (310) 598 7733, or fax this registration form to +1 (323) 446 7673

3. Payment Options...

Early Bird Pass Options until March 15, 2013 Early Bird Silver: $1195 Attendees ____ Early Bird Gold: $1495 Attendees ____ Early Bird Diamond: $1695 Attendees ____

Regular Pass Options after March 15, 2013 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 Rose Palmer by calling +1 (310) 598 7733 or email rpalmer@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 & annual subscription to IE. membershipDiamond Pass: Access to all sessions, networking events, annual subscription to IE. membership & Strategic Analysis Report

7 Schedule

Networking Drinks 17.00 - 19.00

June 21

Session One 09.00 - 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

June 20Day 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 09.30 - 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

Departure Coffee Break 15.00 - 15.30

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Sponsors & Partners

For sponsorship information contact Giles at ggb@theiegroup.com

Media Partners

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Global Gold Sponsor Global Gold Sponsor

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MayFP&A in Pharma & Biotech SummitMay 15 & 16Philadelphia

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Partnership Opportunities: Pip Curtis | pcurtis@theiegroup.com | +1415 992 5349 Attendee Invitation: Sean Foreman | sforeman@theiegroup.com | +1415 692 5514

Retail

Flagship Summit

Expected Attendees

High Tech

CXO

Pharma & Biotech Healthcare

Consumer Goods

Finance 2013 CALENDAR

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