CFO SUMMIT

Why Attend:

• Network with a peer group of CFOs and senior finance executives from across the nation
• Learn from case-studies presented by top innovators and trend-setters in business strategy
• Share best practices in focussed and interactive roundtable discussions
• Benchmark your performance with other industry leading institutions
• Hear up-to-the-minute coverage and expert analysis on the economy, pensions reform and IFRS implementation

Join interactive roundtable discussions on:

IFRS implementation

Compensation design and disclosure

Balancing quality and costs in outsourcing

GOLD SPONSOR

SILVER SPONSOR

BRONZE SPONSOR

MARKETING PARTNER

• CFOs
• VPs and Directors of Finance, Accounting and Reporting
• Chief Accounting Officers
• Corporate Controllers

• Treasurers
• Consultants, Sales, Marketing and Business Development Executives

2010 is largely expected to be a year of economic growth following the recession. With economic stimulus plans and monetary policies that favour growth still in place, how do you ensure that your corporation is identifying and capitalizing on the right opportunities?

Insight Information’s 2nd Annual CFO Summit is a two day meeting that will address these strategic issues and operational priorities faced by Chief Financial Officers and other senior finance executives. We are bringing together a faculty comprised of high profile CFOs, commentators and leading experts from across the nation to analyse topics like:

• Global and national economic forecasts
• Accounting regulation changes
• Innovation in risk and performance management
• Trends in pensions and compensation design
• Best practices in managing business strategy

This year, participants will not only have a chance to hear success stories and case studies from peers, but also the opportunity to discuss the practical applications of these topics in a number of interactive roundtable discussions. This summit will provide a unique setting for senior finance executives to network, interact and share best practices.

Monday, June 14, 2010

8:15

Registration and Coffee

8:40

Welcoming Remarks from Insight Information

8:45

Chair’s Opening Remarks

9:00

Economic Update: Examining Strengths and Vulnerabilities of Our Economy Today

Warren Jestin
Chief Economist
Scotiabank

Eric Lascelles
Chief Economics and Rates Strategist
TD Securities

Avery Shenfeld
Managing Director and Chief Economist
CIBC World Markets Inc.

• Implications of increasing government debt for the Canadian economy
• A closer look at the key economic indicators
  • exchange rates – is the stronger Loonie here to stay?
  • interest rates – what’s in store?
  • consumer spending and savings trends
  • unemployment rates and job creation
  • a breakdown of economic activity by key industry sectors
• Update on US economic recovery – the ongoing mortgage crisis and stability of financial institutions
• Impact of the debt crisis in Europe and Dubai on the global economy
• Commodity market trends
• Reviewing capital market recovery

10:00

Networking Coffee Break

Sponsored by:

10:15

Pension Risk Management – Controlling the Impact on Your Organization

Jill Wagman, FCIA, FSA
Principal
Eckler Ltd.

• Traditional attitudes and approaches to managing pension risks
• Identifying risks inherent in your pension plan and its impact on the business
  • financial and accounting
  • operational
  • legal and regulatory
• Effective ways to manage and mitigate risks
• Pros and cons – implications of risk mitigation techniques
• Evolution of pension plan design and investment strategies

11:15

Compensation Design and Disclosure

Discussion led by: Anne Fithern
VP Compensation
RBC Financial Group

Following a case study presentation, the audience will be divided into roundtables where attendees will be able to discuss the latest issues and challenges facing their organizations in executive compensation design and disclosure. Suggested topics for discussion:

• Compensation trends
• Best practices in compensation design
• Incorporating risk and performance into compensation
• Implementing “say-on-pay”
• Compensation disclosure – latest regulatory requirements

12:15

Networking Luncheon

Sponsored by:

Overcoming Economic Turbulence: Upholding the Commitment to Corporate Culture and Vision

Richard Bartrem
Vice President, Communications & Community Relations
WestJet

Robert J. Palmer
Vice President, Controller
WestJet

1:45

Discussing Conversion and Compliance Opportunities and Challenges: IFRS and Canadian GAAP

Discussion led by: Diane A. Kazarian
Partner, National IFRS Practice Leader
PricewaterhouseCoopers LLP

Jason Boggs
Partner, Capital Markets
PricewaterhouseCoopers LLP

Geoff Leverton
Leader, Capital Markets Group
PricewaterhouseCoopers LLP

In this session, the audience will be divided into roundtables of their choice to share practical perspectives on Canada’s conversion to a new accounting regime in 2011. Each roundtable will be led by experts who will share their extensive IFRS experiences and Canadian market insights on the challenges faced by companies that are transitioning to IFRS and solutions to help them manage the conversion through January 1, 2011. These interactive discussions will allow participants a chance to share their common challenges, evaluate practical solutions and benchmark their progress against others. The roundtables will also address the choice between IFRS and private company GAAP as many organizations in Canada are facing a critical decision that will have to be made by January 1, 2011.

3:15

Networking Refreshment Break

3:30

Developing a Gold Standard in Corporate Governance and Financial Reporting

Wayne Brownlee
EVP and CFO
PotashCorp

• Recognizing all stakeholders and their information requirements
• Opportunity for value creation:
  • strategy/risk assessment
  • transparency and accountability
  • reputation management
• Simple, effective communications – “30 second sound bite”
• Being the credible information leader for your sector

4:15

The Cineplex Story: Implementing a Successful Capital Markets Strategy to Achieve Business Goals

Gord Nelson
CFO
Cineplex Entertainment

• Corporate restructuring – emerging from foreign ownership and CCAA protection
• Developing a strategic vision and establishing goals for the company
• The Initial Public Offering (IPO) decision
• The acquisition of Famous Players
  • evaluating the opportunity
  • analysing risks and benefits
  • identifying the right capital structure
• Conversion from income fund to corporation – implications
• Building trust and aligning shareholder interests with business goals

5:00

Conference Adjourns for the Day

Tuesday, June 15, 2010

8:45

Chair’s Opening Remarks

9:00

A Powerful Spin-off: Overcoming Transitional Challenges to Achieve Growth and Profitability

Stuart Lee
SVP and CFO
Capital Power Corporation

• Evolution: aligning growth with spin-off and an IPO
• Transaction and transition challenges in a spin-off:
  • strategies for success
• Building a new model of management focusing on:
  • strategy
  • culture
  • structure
• Lessons learned

9:45

Preparing for M&A and Getting the Deal Done

Dan Barclay
Head of M&A, Canada
BMO Capital Markets

Paul A.D. Mingay
Partner and National Leader, Securities and Capital Markets Group
Borden Ladner Gervais LLP

Benjie Thomas
Partner, Transaction Services
KPMG LLP

• Current market trends and drivers
• Common challenges and concerns in valuation
• Red flags – identifying hidden liabilities
• Dealing with earn-outs
• Getting the right deal and capital structures
• Role of management

10:45

Networking Coffee Break

11:00

Keeping Risk at the Forefront of Business Strategy

Carol Willson
Executive Director, Advisory Services
Ernst & Young LLP

• Risk management and finance – two peas in a pod
• Identifying the risk management approach that is right for your business
• Teams, tools and techniques for risk management
• Aligning business plans with enterprise risk strategy

11:45

A Balanced Scorecard Success Story – Improving Efficiency and Cost Effectiveness

William Hilson
CFO
EMD Canada Inc.

• The challenges of getting a balanced scorecard initiative right
• Developing clearly defined and well-communicated objectives for your performance management initiative
  • what are your goals?
  • what are you measuring?
  • how do you set your targets?
  • how do you ensure target was achieved?
• Improving employee buy-in – key lessons learned
• Incorporating performance into the bonus structure – challenges and results
• Role of the finance department in strategic performance management
• How has the balanced scorecard initiative evolved?

12:30

Networking Luncheon

Sponsored by:

An Action Plan for Social Media and Collaboration in Business

Stewart Mader
Director of Enterprise Client Services
Social Media Group

• Understand the opportunities, options, and pitfalls
• Align social media initiatives with business goals
• Involve senior leadership – defining the role of the CEO and CFO
• Prepare your organization to support social media efforts
• Measure ROI of social media and collaboration initiatives

1:45

Unearthing the Strategic Value of Your Purchasing Department

Corey Goodman
President
Unified Purchasing Group of Canada

• UPGC – the supply chain system for KFC, Pizza Hut, and Taco Bell restaurants across Canada
• Transforming the purchasing function – from cost control to value generator
  • operational efficiency and costs
  • business strategy, planning and development
  • shareholder value
• Key drivers of this change – process, technology and culture
• Sourcing and realizing the true power of your overall spend
• Challenges and lessons learned
• The path ahead – achieving continuous improvement

2:30

Outsourcing – Does it Suit Your Project and Business Strategy?

Discussion led by: John Simke
Founder and Chairman
Centre for Outsourcing Research and Education

Outsourcing as a business practice has come quite a long way and presents several opportunities for organizations to realize cost-savings and focus on core competencies. But finding the right sourcing model is not without its risks and challenges. In these roundtable discussions you will have the chance to evaluate the pros and cons of a number of these models and identify solutions that can fit your business needs. Topics being discussed will include:

• Outsourcing trends, best practices, successes and failures
• What to outsource?
• To outsource – offshore, onshore or nearshore?
• Considering shared services
• Effective quality control
• Selecting the right business partner
• Complexities in outsourcing agreements – what to look out for

3:30

Register 3 delegates for the main conference at regular price at the same time and you’re entitled to register a fourth person from your organization at no charge. For other group discounts, please call 1-888-777-1707. All discounts must be redeemed when booking, discounts will not be valid or applied after this time.