Welcome to the Corporate Finance Exchange

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Great networking opportunity; great forum and mix of general sessions/business partner meetings

Peter Brooks, Honeywell

Very interesting conference with key topics of Corporate Governance and SOX as highlights. Location, amenities and support staff all excellent

Dale Briske, Telus

Good mixture of content, business partners, and speakers in a non-threatening environment

Al Mitchell, Monsanto

Well rounded lectures

Robert Kerley, Avocent Corporation

Good Information

Tom Stoltz, Cato Corporation

A great combination of CLE meetings, roundtables and one-on-ones

Earl LaFontaine, Lear Corp

Great opportunity for networking

Angi Clinton VP, Enterprise Operations Duke Energy

Corporate finance departments are undergoing a period of unprecedented change. Keeping up with the increasing uncertainty surrounding the current volatile market, concerns about sourcing the best talent and focusing on competitive business strategy, are all underlying pressures that as a financial executive, you are taking the responsibility to address. However, with all of the ‘possible’ solutions that are presented to you daily, how do you know which one would best match your business goals?

To ensure the Exchange offers the highest degree of relevancy for attendees, only senior executives responsible for financial and strategic planning within their corporation are invited. This exclusive format allows you to connect with those peers whose insights you respect most – through exceptional networking, business meetings and strategic information sharing sessions. Please fill in an invitation application to see if you qualify to attend this unique gathering of senior strategists.

Your time is valuable. Which is why, at the Corporate Finance Exchange™, you will customize your itinerary to reflect your current initiatives, priorities and future strategic objectives. Your agenda will be made up of conference sessions, one-on-one business meetings, our signature Brain Weave™ discussions, and other innovative networking opportunities.

Building on the success of last year’s event, the 2008 Corporate Finance Exchange™ at Pinehurst Resort features brand new case studies from some of the largest and most cutting edge corporations in the country. Hear from Capital One, KBR Inc., Penske Truck Leasing, Siemens, Turner Broadcasting, Tyson Foods and more on how to ensure that you gain a better understanding of how to be a management innovator by analyzing asset options, channeling investor pressure with overall corporate strategies, bridge the gap between board members and CFO’s and assess ways to overcome the threat associated with a shrinking talent pool.

The Exchange will facilitate discussions on a wide array of issues affecting the management of intellectual property through conference sessions such as:

The Impact of Macroeconomic Issues on the CFO and Development of Strategic Plans
Portfolio Diversification: Managing Risks to Optimize Returns in Alternative Markets
Diversifying your Corporate Portfolio by Capitalizing on Market Fluctuations
Investing in Hedge Funds: the Good, the Bad, the Ugly
Asset Allocation: are Hard Assets and Commodities Really the Best Alternative for Investment?
Develop Risk Management Strategies to Identify, Mitigate, Transfer or Accept Risk
Governance and Compliance: Developing a Gold Standard in Corporate Governance
Bridging the Gap Between Board Members and CFO’s
Best Practices in Preparing for a Single Global Accounting Standard
XBRL – Not if, but When
Lean Six Sigma – Powerful Business Growth, Improvement and Excellence
Modifying your Due Diligence Process to Effectively Capitalize on M&A Opportunities
Channeling Investor Pressure into a Cohesive Force within Overall Corporate Strategy
Capitalize on Talent and Increase Cost Savings through Strategic Outsourcing
Increasing Value in a Challenging Mature Shared Service Environment
Beyond Cost Reduction: Due Diligence to Optimize Returns from BPO for Overall Business Success
Developing Strategies to Maintain a Competitive Advantage
Implementing Innovative Strategies to Source and Retain the Best Talent
Developing a ‘Talent Factory’ through Succession Planning

Corporate Finance Exchange Distinguished Speaker Faculty

The faculty at the Annual Corporate Finance Exchange™ bring with them a breadth and depth of experience that is unrivalled by other events. Selected because of their thought leadership and expertise in the finance profession this elite group includes:

John Labuszewski Managing Director of Research & Product Development Chicago Mercantile Exchange	John Tus Vice President, and Treasurer Honeywell International Inc.
George Zinn Corporate Vice President and Treasurer Microsoft Corporation	Kevin Culp Executive Crowe Chizek and Company LLC
John Grivetti Executive Crowe Chizek and Company LLC	Alan Gasiorek Chief Investment Officer Children’s Healthcare of Atlanta
Jim McCaffrey EVP of Operations and, Strategy & Chief Strategy Officer Turner Broadcasting	Ho Ho Quantitative Portfolio Manager CalPERS
Susan McFarland EVP & Controller Capital One	David Fox Head of Risk Management KBR Inc.
Robert J. Warren VP Corporate, Development & Finance Diebold Inc.	Peter Gleason Managing Director and Chief Financial Officer National Association of Corporate Directors
Todd Tueller Partner and Business, Risk Management Global Leader IBM Global Business Services	Jay Chu Head of Global Internal Controls XEROX Corporation
David Poole Deputy Global and North, American BPO Leader Capgemini	Juan Carlos Webster Principal Booz Allen Hamilton
Frank Cocuzza Chief Financial Officer Penske Truck Leasing	Jeff Naumann Enabling Technology Specialist U.S. Securities and Exchange Commission
Diane Mueller Vice President, XBRL Development Just Systems Canada	Read DuPriest VP of Corporate Strategy Tyson Foods
Susan Moore Vice President, Finance & Corporate Lean Six Sigma Xerox Corporation	Michael Frankle VP of Finance Operations Deutsche Post World Net
Michael Monahan EVP and CFO Pitney Bowes

What distinguishes this event from the others?

The Corporate Finance Exchange is not a typical conference. The distinguishing features of this unique format are:

Attendance is exclusive - Participation is strictly limited to senior financial executives from leading corporations in North America to facilitate true peer-level networking for our delegation and speakers.
Strategic conference sessions - The intellectual content of the conference program is specifically designed for the seniority of the participants.
An itinerary customized to your current business objectives - Exchange participants customize their agendas by selecting conference sessions, roundtables and one-on-one meetings with service providers that they are most interested in
One-on-one business meetings – The business meetings provide an exceptional opportunity for event participants to assess the solutions and services that are available to help them achieve their business objectives. For a full list of the confirmed service providers participating please visit our service provider’s page.

[ Request an Invitation ] [ Next: Conference Sessions: Sunday September 14, 2008 ]