FP&A for Consumer Packaged Goods

Successful Planning Through Strategic Financial Initiatives

May 22 & 23, 2013The Sheraton Chicago Hotel & Towers

Confirmed Speakers

Confirmed Speakers

• SVP, Finance, L’Oréal• SVP, Finance, Diageo• Senior Director, FP&A, Heineken• Director, Finance, Campbell Soup Company• Director, Finance, The Coca-Cola Company • Director, Global FP&A, Newell Rubbermaid• VP, FP&A, Spectrum Brands• CFO, Global Nutrition Platforms, PepsiCo• Director, FP&A, US Foods

Past Delegates• Director, FP&A - Storck USA

• Senior Director, Finance - Henkel

• Director, Financial Reporting - EMI Music

• Senior Director - Borden

• Head of Finance - Red Bull

• Director, Corporate Finance - US Foodservice

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 executives 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

F TI L

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.

The Business Partnering FP&A organization: Uncap What’s Inside

With rapid changes in the economic environment, everyone expects more from finance functions: more timely analysis and better decision support while continue to bear responsibility for core finance activities. CFO’s have called upon their FP&A teams to become “business partners”: to move away from transactional and historically focused activities towards more analytical and forward looking activities that help drive better business outcome. How can FP&A team achieve this transformation? How to streamline core finance processes to be able to spend more time on analysis and decision support? How will FP&A become this business partner an take an active part in strategic and performance-enhancement initiatives.

Raphael FuchsDirector, Global FP&ANewell Rubbermaid

The FP&A Summit for Consumer Packaged Goods brings the leadership and innovators from the industry together for a summit acclaimed for its insight into the forecasting and planning process.

Finance Execs in 2013 who are looking to develop a systematic approach to link strategic plans, budgets, and forecasts can't afford to miss this summit and hear how to generate granular analyses of profitability drivers, plan around capital needs and produce ROI analyses (e.g. for IT projects)

For many firms, the key is to become what’s called an “analytic competitor”— a business that is fast, flexible, and precise when it must reallocate resources in line with changing patterns of demand, cost, and opportunity. For the FP&A team, this requires the ability to access, collect, and analyze both financial data and forward-looking non-financial measures such as trends in customer demand or commodity prices.

About The Summit

Speaker Information

Evan Charles serves as the Finance Director, Global Marketing & Commercial Leadership, for The Coca-Cola Company. He has direct accountability for marketing investments, financial analysis, capital investments, budgeting, reporting, and internal controls. During his sixteen year tenure at Coca-Cola, he has held a variety of finance positions. His accomplishments include developing the financials for the successful launch of the Coca-Cola Interactive Vending machine which streams media content and allows consumers to purchase beverages using a touch screen user interface. Evan also developed the economics and financials for new product launches

globally for Coca-Cola, Sprite, Fanta, Minute Maid, and Simply Orange brands.

Innovative Approach to Analyzing Packaging Costs

In today’s fast paced and evolving consumer landscape, there is a constant stream of new product introductions. The importance of packaging innovation and its relative costs cannot be underestimated. Therefore, understanding the economic impact of different packaging options is very valuable to ensure proper business decisions are made.

Evan CharlesFinance DirectorCoca-Cola

Speaker Information

Manuel Manfredi serves as the SVP of Finance for the Consumer Product Divisions of L’Oreal USA, overseeing brands such as L’Oreal Paris, Maybelline, Garnier and Essie.   In addition to managing the budgeting, forecasting, acquisition and investment processes, Mr. Manfredi has also worked on numerous projects to streamline business practices and gain efficiencies across the organization.  Prior to this, Mr. Manfredi served as a controller in L’Oreal Spain and was CFO of L’Oreal Portugal before transitioning to the US in 2009. 

An Insight into FP&A at L’Oreal Bio coming soon.

Manuel MandfrediSVP, FinanceL’Oreal

Federico Reyes is a finance and strategy professional with international financial institution and CPG experience. He began his career in investment banking (Bear, Stearns; Casa de Bolsa Bancomer), and continued in corporate financial roles such as corporate finance; risk management; and Investor Relations (BBVA Bancomer). He continued his career in strategic planning (FEMSA) and is currently responsible for financial planning & analysis at Heineken USA. He is a CPA from ITESM and holds an MBA from INSEAD.

Federico ReyesSenior Director, FP&AHeineken

Performance Management at Heineken USA

The presentation will explain how the performance management system was restructured at Heineken USA, from metrics, scorecards and processes; to changes in the fundamental ways of working to ingrain a results-oriented culture. It will cover organization, tools and systems, and the link to strategy, planning and compensation - as well as a set of recommendations and watch-outs to take into account when implementing a new business performance management system.

Rishi Potdar leads the Merchandising Finance team at US Foods responsible for $1.8Bn of annual income. He has over 12+ years of experience in Corporate Strategy, Finance and Operations. Prior to joining US Foods, Rishi was a Management Consultant at Booz Allen Hamilton where he led multiple Operations Strategy and M&A related assignments. His previous experience includes leadership roles at United Airlines in their Corporate Planning and Strategy group and i2 Technologies as a Supply Chain Consultant. He holds a BS and MS in Engineering and a MBA in Finance and Strategy from Kellogg School of Management at Northwestern University.

Adaptive Planning for a Rapidly Changing Business Environment

The presentation will discuss planning challenges encountered when a business undergoes an operating model and organizational change simultaneously. It will cover non-traditional planning techniques and tracking mechanisms along with recommended planning strategies for the future.

Rishi PotdarDirector, FP&AUS Foods

Speaker Information

Alberto Anguiano serves as Director of Corporate Finance for US. Foods, a $20 billion distributor of foodservice products. In this role he works with all areas of the company to improve financial performance through planning and analysis and process improvement initiatives. With over 12 years of experience in corporate and operations finance (4 years with US. Foods), Alberto has served in a variety of positions at companies such as Northern Trust, ABN AMRO, RR Donnelley, CNA, and Acciona spanning the banking, printing, insurance and renewable energy industries. Roles included portfolio analysis, corporate planning, acquisitions, operations, system implementation, debt structuring, and strategic planning.

Adjusting Mid Course; The evolution of a budgeting and planning process for an ever changing environment

The presentation will be based on the planning process currently used at US. Foods and its evolution over the past three years. Our end goal is to transform the budgeting / planning process using best practices and making it a tool by which the organization manages the business and adjusts quickly to changing business conditions. Our roadmap involved moving from budget development to alignment and linkage between strategic objectives, operational and financial plans. Migrating away from a Top down only plan to a “Start at the top — and the bottom” to drive collaboration between functions.

Alberto AnguianoDirector, Corporate FinanceUS Foodservice

Bonnie Chan is Vice President Corporate Controller at Borden Dairy Company, the

second largest dairy processor in the U.S. The company has recently grown via acquisitions to several billions of revenue size. Bonnie joined the company in April 2011 and has responsibilities of integrating all the operating units. Her diverse experience includes controllership, FP&A, internal audit, ERP implementation, and M&A deals. Prior to joining Borden, Bonnie spent many years in other CPG companies: Glanbia (Optimum Nutrition), Sara Lee, Dean Foods. Bonnie is a CPA and has an MBA from Kellogg School of Management at Northwestern University.

Bonnie ChanVP, Corporate Controller Borden Dairy Company

Creating Internal Business Intelligence in the Midst of Integration

Bonnie will discuss the journey of integration through the lenses of profitability management from standardizing the chart of accounts, policies and processes, to enabling a common platform that can slice and dice data to become actionable information.return and targets.

Matthew Burris is the CFO of Marc Fisher Footwear, a mid-size footwear wholesaler for brands such as Tommy Hilfiger, Guess, Ivanka Trump, Isaac Mizrahi & Marc Fisher. Matt has been a CFO of public and private companies for over 10 years and the senior finance executive in his company or division for over 25 years. Matt began his career at Finlay Fine Jewelry, with 10+ years of experience as the VP of Financial Planning and Operations of the nation’s largest operator of retail fine jewelry concessions. At Liz Claiborne Inc, he was the VP Group Finance Director and Group Operating Director for the $1.0 billion non-a p p a r e l s e g m e n t r e p o r t i n g G r o u p . M B A - N Y U , Undergraduate-Georgetown School of Business

Negotiating an Effective Financial Plan

What’s an effective Financial Plan? Whether your company is large or small, many effective planning elements are the same. We’ll discuss key aspects of the process, and explore a case study of the added complexities involved with divisional budgeting in a $5.0 billion corporation. Is pleasing Wall Street and your own CEO your number 1 responsibility, an irresponsible long-term strategy, or something in between? We’ll discuss creating appropriately aggressive divisional plans without succumbing to overly ambitious profit goals.

Matthew BurrisChief Financial OfficerMarc Fisher Footwear

The Information

Silver Pass

$1495Access to all sessions &

networking event

$1295Early Bird Price

(before March 22)

Diamond Pass

$1995Access to all sessions, networking events, annual subscription to IE.

membership & Strategic Analysis Report

$1795Early Bird Price

(before March 22)

Gold Pass

$1795Access to all sessions, networking events & annual subscription to IE. membership

$1595Early Bird Price

(before March 22)

Registration Pricing

FP&A for Consumer Packaged Goods SummitDate: May 22 & 23, 2013Location: Chicago, IllinoisHotel: The Sheraton Chicago Hotel & TowersAccommodation: Online Reservations Reservations: +1 312 464 1000

F TI L

For larger groups or special requests contact Patrick by calling +1 415 992 7632 or email plewis@theiegroup.com* Team discounts are applicable at the point of registration only.

Ways to Register

+1 415 992 7632 +1 323 446 7673 http://finance.theiegroup.com/fpa-cpg/registration

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)

NAME OF EACH ATTENDEE

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...Early Bird Pass Options until March 22, 2013

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

Regular Pass Options after March 22, 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 Patrick Lewis by calling +1 (415) 992 7632 or email plewis@theiegroup.com.Group 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

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

Visa Mastercard American Express Diners Club Discover

CARD NUMBER EXPIRATION DATE SECURITY NO.

CARDHOLDERS NAME CARDHOLDER’S SIGNATURE

BILLING ADDRESS INDUSTRY

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 April 19, 2013 incur an administrative charge of 50%. If you cancel your registration after April 19, 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 FormFP&A for Consumer Packaged Goods SummitMay 22 & 23, 2013 | The Sheraton Hotel & Towers | ChicagoFor registration or more information on the program, please call Patrick on +1 (415) 992 7632, or fax this registration form to +1 (415) 988 5753

3. Payment Options...

7 Schedule

Networking Drinks 17.00 - 19.00

May 23

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

May 22Day 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

17.00

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

Coffee Break 15.00 - 15.30

Session Eight 15.30 - 17.00

F TI L

Sponsors

For sponsorship information contact Giles at ggodwinbrown@theiegroup.com

Exhibitor Exhibitor

Previous Exhibitor

F TI LI

Previous Sponsor

AprilFP&A in High TechSummitApril 16 & 17San Francisco

Financial Forecasting & Planning InnovationSummitApril 18 & 19Hong Kong

Financial Forecasting & Planning Innovation Summit April 25 & 26London

FebruaryFinancial Forecasting & Planning InnovationSummitFebruary 20 & 21San Diego

OctoberFinancial Forecasting & Planning InnovationSummitOctober 24 & 25Shanghai

Financial Forecasting & Planning Innovation SummitOctober 24 & 25Frankfurt

Financial Forecasting & Planning Innovation SummitOctober 24 & 25Mumbai

SeptemberFinancial Forecasting & Planning Innovation Summit September 11 & 12Boston

Finance Transformation Summit September 11 & 12Boston

Corporate Finance Technology Summit September 11 & 12Boston

CFO InnovationSummit September 19 & 20London

JuneFP&A in Retail InnovationSummit June 20 & 21Chicago

May continued

FP&A in Consumer Goods Summit May 22 & 23Chicago

CFO InnovationSummit May 23 & 24San Francisco

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

Finance Leaders in Healthcare Summit May 15 & 16Philadelphia

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

What you get...• Access to over 1000 hours of On-demand training on topics that are important to you, like S&OP, FP&A, Predictive

Analytics , Supply Chain, Strategic Planning, Inventory Optimization, Integrated Business Planning and more• Access to our extensive training library. Whenever your team needs to benchmark or gain some key actionable ideas,

they just watch a quick video.• Monthly newsletters with industry insights and important news - vital for up-to-date info and methodology.

Affordable. Cutting Edge. Convenient. Invest in innovative business education that will help you benchmark and validate current and future initiatives that can be leveraged to optimize business results and effective decision making. IE. membership content spans numerous industry sectors and includes presentations from many of the world’s leading companies.

Membership Exclusive Content for Finance, Operations & Business Analytics.

What is the IE. Network?IE. is the premier forum for Finance, Operations Planning & Business Analytics education. Gain insight and optimize results with un-biased actionable business education available on-demand and delivered by your peers. Stay on the cutting edge of the latest trends within S&OP, FP&A & Business Analytics, all without having to leave your desk.

Learn from leading companies including:

Sign UpNow

click here

F TI L