from frustration to fantastic – a cfo's journey to deliver world class results using finance...

Welcome to PROFORMATECHJohn Kogan

CEO & Co-Founder, Proformative

Proformative: A Little History

© 2014 Proformative

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The Precursor to Proformative

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The Goal of Proformative

Online, noise-free, peer-based community for the Office of the

CFO


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Proformative Stats

• Over 1,000,000 unique site visitors last year•Up over 3x in 8 months

• Over 20,000 community members created questions, comments and resources

• Over 500 product reviews

• Over 20,000 educational webinar recipients in 2013


Community Q&A on Proformative


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Check it out at www.proformative.com


Proformative Exchange

Check it out at www.proformative.com

7 © 2014 Proformative

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Why ProformaTECH?

• There’s just too much going on to keep up!

•Broaden your expertise

•Discover new strategies for utilizing finance, accounting and treasury technologies

• Experience dozens of solutions in one place


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We Have a Great Program In Store

Bring Your Questions – All Day!

Thank You Sponsors! Platinum

Gold

Silver

Bronze

A Few Items Before We Get Started


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Event Notes

• Check in at registration to receive CPE paperwork.

• For CPE credits you must check into each session.

• Utilize the Tip Sheet you received at Registration.

• View the Agenda on our mobile site – proformative.com/ptech

• Don’t forget to fill up your Sticker Sheet (found in your booklet) by 4pm to enter a chance to win a MacBook.

• Complete the short survey after each session.

http://www.proformative.com/ptech

http://www.proformative.com/ptech


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Agenda

• 9:00 – 9:50 AM Keynote Presentation

• 9:50 – 10:15 AM Break

• 10:15 –11:05 AM Breakout Session 1

• 11:05 –11:30 AMNetworking/Expo

• 11:30 – 12:20 PM Breakout Session 2

• 12:20 – 1:30 PM Lunch & Expo

MORNING AFTERNOON


• 2:20 – 2:35 PM Break


• 3:25 – 4:00 PM Networking/Expo


• 4:50 – 5:10 PM Break

• 5:10 – 6:00 PM CFO Panel

• 6:00 – 7:00 PM Closing Reception

& Awards

It’s My Honor To Introduce


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Our Keynote Speaker – John Stephens

• Senior EVP & CFO, AT&T, Inc.• Responsible for - financial planning,

accounting, tax, auditing, treasury, investor relations and shared services for AT&T

• Mr. Stephens started with AT&T in 1992 as Director-Federal Tax

• AT&T is the 11th Largest Company in America based on the Fortune 500


AT&T at a Glance

Nearly $129 billion consolidated revenues

243,000 employees worldwide

100 year history of service and innovation

Consistent financial performance:highly regarded balance sheet, strong earnings record, 30 consecutive years of dividend increases

Strong commitment to community:focus on education, It Can Wait

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AT&T in Profile

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2012 2013

AT&T Consolidated Revenues ($ in billions)

$127.4

$128.8

World’s largest telecom company by revenue• Ranked 11th among

all U.S. companies in the Fortune 500

• 243,000 employees

Strong record of returning value to shareowners • ~5% dividend yield• Share buyback

underway; ~12% of outstanding shares repurchased since beginning of 20122013 financial results

• $128.8 billion revenues, up 1.9% excl. divestitures

• Adjusted EPS of $2.50 up 8.2%

• Free cash flow of $13.6 billion

Sound balance sheet • Strong credit metrics,

solid A debt rating• Highest credit rating

among U.S.-based telecoms

• Focused on capital efficiency and execution


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Transforming Our Networks with Project VIP

Three-year planned investment in wireline and wireless IP broadband networks for accelerated growth

Build Premier Wireless Assets

Extend 4G LTE network to cover 300M people in the U.S., expected to be substantially complete by summer 2014

Supports growing customer demand for high-speed Internet access and new mobile, application, and cloud services

Extend Competitiveness in Broadband

Enhance and expand wireline IP network to 57M customer locations, covering 75% of customer locations in wireline service area

Lead in Enterprise Connectivity

Expand fiber network to reach additional 1M business customer locations


Transforming Our Processes at the Same Time

Making our operational processes as powerful as our network

• Major merger or consolidation every year since 2002

• Get everybody reading from the same playbook

• Reduces costs and accelerates the decision-making process

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Introduced Project Agile

• Transforming how we organize and operate around our customers

• Accelerate revenue growth, improve customer retention

• Simplify processes, standardize platforms

• Effortless customer interaction

• Align with all IP, mobile and cloud


Transforming Our Processes at the Same Time

Transforming our finance organization to serve as a catalyst for innovation

• Single finance-driven language throughout the company

• Eliminate multiple versions of the same data

• Finance organization embraces its role as a corporate catalyst

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Crusade to eliminate duplicative systems

• Previously, accounts payable functions in 17 applications. Today, down to two.

• Finance systems — 450 down to 200, goal is 100

• 1,000 legal entities… number down to 400… and we are driving it lower


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A Fireside Chat

John KoganCEO and Co-Founder

Proformative, Inc.

John StephensSenior EVP & CFO

AT&T, Inc.

TEXTING and DRIVING ... It Can Wait.

Thank You!


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Words of Wisdom

“There is a very easy way to return from a casino with a small fortune:

- Jack Yeltongo there with a large one.”


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Agenda

• 9:00 – 9:50 AM Keynote Presentation

• 9:50 – 10:15 AM Break

• 10:15 –11:05 AM Breakout Session 1

• 11:05 –11:30 AMNetworking/Expo


• 12:20 – 1:30 PM Lunch & Expo

MORNING AFTERNOON


• 2:20 – 2:35 PM Break


• 3:25 – 4:00 PM Networking/Expo


• 4:50 – 5:10 PM Break

• 5:10 – 6:00 PM CFO Panel

• 6:00 – 7:00 PM Closing Reception

& Awards

from frustration to fantastic – a cfo's journey to deliver world class results using finance...

Business

proformative exchangecheck

mobile site proformative

cofounder proformative

pm breakout session

pm networkingexpo

pm cfo panel

pm lunch expo

customer demand