www.mitcfo.com

8TH ANNUAL MIT SLOAN CFO SUMMIT The MIT Sloan Alumni Club of Boston thanks the sponsors who have helped make this event possible:

GOLD LEVEL SPONSORS

Dear Friends,

Welcome to the MIT Sloan CFO Summit. This is the 8th year that Each year we select a conference theme that reflects the role we have been organizing this conference. And they said we’d of the chief financial officer in that year’s environment. This is never last! quite challenging in that we select the theme well in advance of the conference, but over the years we have made some damned We launched the CFO Summit in 2003 because we recognized lucky guesses over Jack Daniels used our combined expertise a need in the CFO community to achieve clarity in a period of to select highly relevant topics for this conference. Feeling change that, at the time, was more dramatic than most of us had SILVER LEVEL SPONSORS very optimistic, we settled this year on the theme of ”Back to faced in our careers. At this time CFOs were naïve enough to be Basics Growth.” Although the so-called experts think next year shocked by the swift collapse of the dotcom bubble, panicked by will stink are forecasting relatively slow economic growth in the impact of financial scandal, and whining about evaluating 2011, one thing we have learned the last couple of years is that the strategic implications of Sarbanes-Oxley. We called this Darwin was correct: the fittest do survive. The best-managed event ”Leading from the eye of the storm.” companies – the ones that can innovate, the ones that can adapt to a crisis, the ones that find opportunities where others see catastrophe – those companies will survive and thrive. It is our goal that you will learn something today to help your The MIT Sloan Alumni Club of Boston organization be one of these winners. NETWORKING SPONSORS will be hosting several golf-themed This year is our strongest and most diverse group of speakers events throughout the day; be sure ever…and we’ve had a history of great speakers. Our first to take part! speaker today is a Sloan grad who will share his adventures • Golf Extravaganza cocktail hour as CFO for one of the most iconic technology companies of the sponsored by HR Knowledge last 30 years. Our keynote panel of world-class executives will examine the hard to define quality of leadership and reveal • The Golf Zone & Callaway Octane how great leaders impact their organizations. Other panels Long Drive Contest will discuss cutting-edge financial strategies, the global M&A • Golf Zone & Odyssey Putt-Off markets, cloud computing, and the dysfunctional relationship • Contests & prizes! between the CFO and his/her board of directors. Because MEDIA SPONSORS we ran out of good ideas clean tech is this year’s game-changer, • Special guest appearance we have two panels with a green theme. The first will focus on & autographed paraphernalia the CFO’s role in leading his/her firm’s sustainability, and the other will discuss the astounding profit potential of the clean energy sector. And, I am sure you will all be honored to welcome our luncheon keynote speaker, Rear Admiral Keith Taylor, a Sloan Fellow who will share his insights as CFO of the Coast Guard. who who sponsors those select to aposition in are we so accommodate, can we than event the sponsor to want who firms more have A well. as sponsors of group agreat have to fortunate We are rock! You guys anywhere. kind, its of event best the you bring to together came we yet obligations, margin. right the on listed are names their and today, attendance in all are They event. agreat with associated be to adesire of out simply so organization, organization, Sloan MIT The execution. and ass is this like aconference together Putting Warner Communications. Warner Monderer game: the in best T3 E O B include sponsors gold happen. not would event this contributions, intellectual CF the serving to committed truly are who and industries, their in leaders its volunteers. The The volunteers. its of commitment and energy the upon depends success whose xecutive xecutive s the CF s the ank. 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financially support the event, but they allow us to to us allow they but event, the support financially they do only not because thanks, special deserve Two sponsors education and networking! and education of day agreat enjoy will you that confident We are hours. eight next the in place takes planning of ayear of results The KPM and Suisse Credit to you thank special extra an So, matter. that for wives or clients, or colleagues our of any than more other each program. this G . D uring the last two months, we have spoken to to spoken have we months, two last the uring Jack McCullough Jeremy Seidman MIT C M MIT C M O- O- BA BA SLOAN SLOAN SLOAN C C ’03 HA HA ’ 97 I I

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AM KEYNOTE: LEADING THE PACK 7:15 am – 8:00 am Registration & Continental Breakfast 11:00 am – 12:00 pm Grand Ballroom Foyer TRACK 1/

8:00 am – 8:30 am Opening Remarks Jeremy Seidman & Jack McCullough CO-CHAIRS, MIT SLOAN CFO SUMMIT Grand Ballroom

8:30 am – 9:00 am Welcome Jay Zager FORMER CFO, CORPORATION Grand Ballroom

12:00 pm – 1:30 pm 9:00 am – 10:30 am Leading the Pack KEYNOTE PANEL/ Grand Ballroom

Carol Massar Joseph Euteneuer ANCHOR, BLOOMBERG TELEVISION EVP & CFO, QWEST COMMUNICATIONS 1:30 pm – 2:30 pm TRACK 1/ Michael Angelakis Edward Rapp CFO, COMCAST CORP. GROUP PRESIDENT & CFO, David Denton CATERPILLAR INC. EVP & CFO, CVS CAREMARK CORP.

10:30 am –11:00 am Coffee Break & Networking Grand Ballroom Foyer | Sponsored by T3 Advisors

: MODERATOR

3:00 pm – 4:00 pm TRACK 1/ Agenda Flexing the Global M&A Muscle 11:00 am – 12:00 pm Money, Money, Money! Grand Ballroom TRACK 2/ Salons FGH

Robert Latoff R.S. Hawkins Bill Aulet Mark Gallagher SENIOR DIRECTOR, GENERAL MANAGER & GLOBAL MANAGING DIRECTOR, SENIOR RELATIONSHIP MANAGER, MCKINSEY HEAD OF BUSINESS DEVELOPMENT, MIT ENTREPRENEURSHIP CENTER SILICON VALLEY BANK OR Jason Greenberg GE ENERGY Eli Bakofsky Bryce Youngren MANAGING DIRECTOR, José Rogério Luiz CFO, SNACKABLE MEDIA PARTNER, POLARIS VENTURE PARTNERS CREDIT SUISSE CFO & INVESTOR RELATIONS OFFICER, TOTVS Bruce Dalziel CFO & EVP OF COMPLIANCE, Christopher Menard MEDIDATA SOLUTIONS CFO, BRIGHTCOVE

Luncheon Keynote Rear Admiral Keith Taylor ASSISTANT COMMANDANT FOR RESOURCES & CFO, U.S. COAST GUARD Grand Ballroom Introduction by: PETER HIRST, EXEC. DIRECTOR OF EXECUTIVE EDUCATION, MIT SLOAN SCHOOL OF MANAGEMENT

Cloud Computing 101: 1:30 pm – 2:30 pm The Era of Sustainability Getting the CFO’s Head into the Clouds TRACK 2/ Salons FGH Grand Ballroom Dr. Sarah Slaughter Martin Fleming George Westerman Ron Gill SENIOR LECTURER, MIT SLOAN VP, BUSINESS PERFORMANCE SERVICES, RESEARCH SCIENTIST, MIT SLOAN CFO, NETSUITE OR SCHOOL OF MANAGEMENT IBM SCHOOL OF MANAGEMENT Harpreet Grewal Michael Azarela Eric Israel Joyce Bell EVP, CFO & TREASURER, EVP & CFO, SUFFOLK CONSTRUCTION MANAGING DIRECTOR OF SUSTAINABILITY CFO, CLICKSQUARED CONSTANT CONTACT SERVICES, KPMG David Frenkel Carrie Teffner CFO, PANVIVA VP & CFO, TIMBERLAND 2:30 pm – 3:00 pm Coffee Break & Networking Grand Ballroom Foyer | Sponsored by Sentinel Benefits & Financial Group

It’s the Clean Green Lean Profit-making Machine... 3:00 pm – 4:00 pm The Evolving Relationship between the Board and CFO Grand Ballroom TRACK 2/ Salons FGH

Tom Burton David Henry William Driscoll Charles Kane CHAIRMAN OF ENERGY AND SVP, CFO & TREASURER, PRESIDENT, NEW ENGLAND DISTRICT, BOARD MEMBER, CLEAN TECHNOLOGY GROUP, AMERICAN SUPERCONDUCTOR OR ROBERT HALF INTERNATIONAL NETEZZA & PROGRESS SOFTWARE MINTZ LEVIN Donald Peck Jeff Burchill Brad Richmond Daniel Goldman CFO & TREASURER, SVP & CFO, FM GLOBAL SVP & CFO, DARDEN RESTAURANTS, INC. EVP & CFO, GREATPOINT ENERGY SATCON TECHNOLOGY Bruce Ryan Tim Weller BOARD MEMBER, KVH INDUSTRIES, INC. CFO & TREASURER, ENERNOC & UTSTARCOM, INC.

4:00 pm – 6:00 pm Cocktail Reception & Networking Grand Ballroom | Sponsored by HR Knowledge

Jeremy Seidman CO-CHAIR, MIT SLOAN CFO SUMMIT WELCOME Jeremy Seidman is a private banker for Credit Suisse, the second largest wealth manager in the world. Jeremy utilizes the firm’s global expertise to advise high net TO THE MIT CFO worth families, executives, and foundations. He joined the firm in December 2005 after serving in a similar capacity with Lehman Brothers. SUMMIT Jeremy graduated cum laude from the University of Pennsylvania with degrees in Economics and Engineering, and received his MBA in Financial Management from the MIT Sloan School of Management. As a founding member of the CFO Summit, Jeremy has always been active in the community, and serves on a number of boards M

A including those at MIT Sloan and the Boston Scholars Program.

Jeremy, his wife Lorin, son Asher, and daughter Romy

live in Wellesley, and vow to Jeremy that they will M M – 8:30 A A be lifelong Yankees fans while in Red Sox Nation. Jay Zager

FORMER CFO, 3COM CORPORATION 8:00 Jack McCullough M – 9:00 As executive vice president and chief financial officer of

A 3Com, Jay Zager led the $2.7B sale to Hewlett-Packard in

KS CO-CHAIR, MIT SLOAN CFO SUMMIT November 2009. Prior to joining 3Com in May 2007, Jay AR

8:30 was EVP and CFO of Gerber Scientific, Inc. Earlier, Jay was

M Jack McCullough is a proud graduate of the MIT Sloan E

senior vice president and chief financial officer of Helix

R School of Management, a former board member of E Technology Corp., a $200M semiconductor equipment the MIT Sloan Alumni Club of Boston, and one of the M

NG manufacturer and executive vice president and chief I founders of this conference. He serves as the client O C financial officer of Inrange Technologies Corp., a $250M EN relations director at KPMG. He was previously the storage networking company. Before Inrange, he was

OP business development officer for an outsourced CFO WEL with the Compaq/Digital Equipment organization for 14 group, where he led the company to be recognized years, holding a number of senior financial and business by Inc. Magazine as one of the fastest growing small management positions including vice president, businesses in the country. Prior to his career in business development and vice president, chief financial business development, he worked as a permanent or officer of Worldwide Engineering & Research. interim CFO for more than ten companies, where has raised approximately $200M in private equity and Jay received a master’s degree in Finance and Strategic other external financing. A Certified Public Accountant, Planning from the MIT Sloan School of Management and Jack started his career at KPMG. He is the founder a Bachelor of Science degree in Operations Research and president of the CFO RoundTable, a non-profit from MIT. organization dedicated to providing executive education programs to senior financial executives. Luncheon Keynote: Grand Ballroom 12:00 pm – 1:30 pm

RUNNING A INTRODUCTION SPEAKER LUNCHEON KEYNOTE SPEAKER DGET

TIGHT SHIP ON BU ON I

A $10 BILLION LL BI

Peter Hirst Rear Admiral Keith Taylor

EXECUTIVE DIRECTOR OF EXECUTIVE EDUCATION, ASSISTANT COMMANDANT FOR RESOURCES & CFO, 10 BUDGET $ MIT SLOAN SCHOOL OF MANAGEMENT U.S. COAST GUARD

Peter Hirst leads the team of professionals who Rear Admiral Keith Taylor serves as the Assistant ON A

partner with clients and faculty at MIT Sloan School of Commandant for Resources and Chief Financial IP Management to develop, design and deliver innovative Officer for the U.S. Coast Guard. In this capacity, he is SH

executive education programs for individuals and responsible for Coast Guard financial management and T

companies. Formerly CEO of the commercialization, resource activities including planning, programming, GH I consulting and executive education business of the budgeting, and execution of the service’s appropriations. London School of Economics, he has over 15 years RDML Taylor was promoted to flag rank in March 2008.

of experience in international strategy, technology He has experienced a broad range of activities while NG A T I consulting and organizational development. Peter in the Coast Guard, including a tour in the Office of NN earned a PhD from the University of St. Andrews, Programs and Budget where he completed financial RU Scotland for research in plasma physics and analysis, program review and budget development

microwave engineering. After a period of academic for Coast Guard law enforcement, intelligence and E: T entrepreneurship in a variety of related fields, including international affairs activities. Prior to his current NO

optoelectronics, neural network computing and the assignment, RDML Taylor served as deputy chief of staff Y interfaces between technology and terrorism, he was of the Coast Guard from 2006 to 2008 where he helped appointed Westminster Fellow in the UK Parliamentary direct service-wide coordination, strategic planning, Office of Science and Technology, where he advised MPs policy development, financial actions and general

and Peers of all parties on policy issues in the physical management. HEON KE C

sciences, defense and IT. N A native of Westfield, Massachusetts, RDML Taylor LU Peter has also served as a director and board adviser holds a Bachelor of Science degree with honors from to businesses and non-profit organizations on three the U.S. Coast Guard Academy, a Master of Science in continents, including two years as President of the Industrial Administration degree from the Krannert British American Business Council of New England, School at Purdue University and a Master of Business for which he currently serves as a board director, and Administration degree from MIT where he was a Sloan a founding member of its Energy and Environment Fellow in 2000/2001. His military decorations include Committee. the Legion of Merit, three Meritorious Service Medals, the Air Medal, two Commendation Medals and the Transportation 9-11 Medal.

AM Keynote 9:00 am – 10:30 am LEADING THE PACK

Corporate America was turned upside down by the recession, Carol Massar Michael Angelakis with many businesses hit hard and millions of people ANCHOR, BLOOMBERG TELEVISION CFO, COMCAST CORP. unemployed. The members of this panel not only survived the recession but came out stronger. The diverse companies Carol Massar co-anchors Bloomberg Television’s Michael Angelakis serves as Chief Financial Officer on this panel accomplished this feat by focusing on a few “Street Smart” with Matt Miller, a daily business news for Comcast Corporation, a leading provider of key areas: making decisive moves to preserve capital; program that covers the final hour of trading for the U.S. entertainment, information and communication instilling discipline in the company by streamlining tasks and markets as well as headlines and developments around products and services. Michael is responsible for all eliminating redundancies; and looking beyond the crisis to the world. Carol is based in . corporate development, strategic planning, investor establish long-term growth strategies. The members of this relations, internal reporting, external reporting, taxation, An award-winning journalist with over 15 years of panel will describe the actions that helped them weather the and other financial administrative matters at Comcast, experience, Carol joined Bloomberg Television in 1999. recession. Additionally, these leaders will share their focus on as well as other oversight responsibilities. She has covered major business developments around plans for growth in defiance of the greatest economic crisis the globe for Bloomberg Television, including reporting Prior to joining Comcast in 2007, Michael served as in decades. live from the World Economic Forum in India, the Managing Director and as a member of the Management Business Council, the New York Stock Exchange and and Investment Committees of Providence Equity NASDAQ. She regularly interviews leaders in business, Partners, one of the leading private equity firms economics and government including Coca-Cola CEO investing in communications and media companies Muhtar Kent, former Time Warner CEO Dick Parsons, around the world. Before joining Providence Equity General Electric CEO Jeffrey Immelt, venture capitalist Partners in 1999, Michael was president and chief Vinod Khosla and economists Joseph Stiglitz and Nouriel executive officer of State Cable TV Corporation and Roubini. In 2006, Carol anchored ”The Ethanol Fix – Aurora Telecommunications, LLC. He also served as vice Breaking America’s Addiction to Oil,” which won numerous president at Manufacturers Hanover Trust Company in awards including the National Gracie Award from the New York, where he oversaw one of the bank’s media American Women in Radio and Television. and communications portfolios. Additionally, Michael spent several years in London developing Manufacturers Carol began her career as a producer at the Financial Hanover’s acquisition finance and merchant banking News Network and then served as a producer, reporter activities throughout Western Europe. In 2009, Michael and anchor for Dow Jones Television which aired in the was named among America’s Best CFOs by Institutional U.S., Asia and Europe. Carol was also a correspondent Investor magazine for the second consecutive year. for “The Asian Wall Street Journal Report” and “The Wall Street Journal Report” produced by Dow Jones and later, Michael is a graduate of Babson College and the Owner/ by CNBC. President Management program at the Harvard Business School. He serves as a Trustee of Babson Carol earned a degree in Economics from Barnard College and is on the board of Big Brothers Big Sisters College/Columbia University, where she also delivered of America. business news over Columbia’s radio waves. AM Keynote Grand Ballroom

David Denton Joseph Euteneuer Edward Rapp

EVP & CFO, CVS CAREMARK CORP. EVP & CFO, QWEST COMMUNICATIONS GROUP PRESIDENT & CFO, CATERPILLAR INC.

David Denton currently serves as Executive Vice Joseph Euteneuer was named Qwest’s Executive Vice Edward Rapp is a group president and Chief Financial President and Chief Financial Officer of CVS Caremark. President and Chief Financial Officer in September Officer of Caterpillar Inc. in Peoria, Ill. He has He joined the company in 1999 and has held various 2008. As CFO, Euteneuer is responsible for all of Qwest’s responsibility for the Finance Services Division, Human M

managerial positions throughout the company during financial functions including , treasury, Services Division, Global Information Services Division, A his tenure. investor relations, tax, , procurement and real Financial Products Division, Building Construction estate, financial reporting and financial planning and Products Division as well as Strategy & Business Most recently, Dave held the position of senior vice analysis. Development, Corporate Auditing, Shared Services and president and controller/chief accounting officer of CVS Investor Relations. Caremark. Previously he served as chief financial officer Joseph joined Qwest after serving as executive vice M – 10:30 A and controller for PharmaCare, CVS Corporation’s legacy president and chief financial officer for XM Satellite Since joining Caterpillar as a pricing analyst in 1979, PBM subsidiary. Additionally, while at CVS Caremark Radio Holdings Inc. from 2002 to 2008. During his time Ed has held positions related to pricing, production

he has held positions in Corporate Treasury, Financial at XM, the company grew revenues from $20M in 2002 scheduling, marketing, dealer development, 9:00

Planning and Analysis and Corporate Finance. He has to $1.14B in 2007, raised approximately $5B in debt and manufacturing and product development. In 1987 he more than 15 years of finance experience primarily in the equity, and successfully merged with Sirius Satellite transferred to the North American Commercial Division CK Health Care and Drug Retail industries. Radio in July 2008. where he held positions in Planning Support and as district manager of the San Francisco district. He later Before joining CVS Caremark, Dave was with the Prior to joining XM, Joseph spent 15 years in various

transferred to Johannesburg, South Africa as area HE PA management of and Touche, financial and operating executive positions at Comcast T manager and then on to Geneva, Switzerland where he practicing out of their Boston office. He consulted Corporation. He held the role of executive vice president NG

was the department manager in Building Construction I primarily in the Health Care and Financial Services and chief financial officer for Comcast BroadNet Products, and Europe Region Manager. In 2000 Ed sectors focusing on strategy, finance, and operational Europe from 2000 to 2002 where he led the company’s became an officer of Caterpillar as the vice president EAD topics. His clients included large health maintenance joint venture and acquisition activities, directed the L of the Europe-Africa-Middle East (EAME) Marketing organizations, major hospital systems and national successful bids for broadband access licenses and Division. Prior to becoming a group president in 2007, PPOs. Prior to that, he also held several management established subsidiaries in 16 countries. He also served Ed served as vice president of Caterpillar’s Building positions at Blue Cross Blue Shield of Florida and its as vice president and corporate controller for Comcast Construction Products (BCP) Division, based in Cary, N.C. HMO subsidiary Health Options Inc. in Jacksonville Corporation from 1993 to 2000. Joseph began his career Florida. in public accounting in 1978 with Deloitte and has also Ed has a BA in Finance from the University of Missouri- worked at PricewaterhouseCoopers. Columbia and is a graduate of the University of Dave received his MBA from the Babcock Graduate Executive Development program. He is a member of the School of Management at Wake Forest University and A native of , Joseph holds a bachelor’s degree board of directors of FM Global, Junior Achievement (J.A.) his undergraduate degree in Business Administration in Accounting from Arizona State University, and is a USA, and the University of Missouri College of Business. from Kansas State University. Certified Public Accountant. Track 1 11:00 am – 12:00 pm FLEXING THE GLOBAL M&A MUSCLE Robert Latoff Jason Greenberg Now is the time for companies to (re)establish M&A as a strategic tool. During the economic crisis, those companies SENIOR DIRECTOR, MCKINSEY MANAGING DIRECTOR, CREDIT SUISSE that focused on improving fundamentals are positioned to Robert Latoff leads McKinsey & Company’s Corporate Jason Greenberg is a Managing Director of Credit Suisse lead this global M&A wave. For many, though, the M&A Finance Practice in the Americas. He is the Senior and Co-Head of Global Software Investment Banking muscle has atrophied. So, in order to take advantage of Director of McKinsey’s Philadelphia office and has led based in New York. Prior to his current role, he was head current economic conditions, a company must continuously the Firm’s Electric Power & Natural Gas Practice and of global communications mergers and acquisitions build and then flex its M&A muscle. its Capital Productivity Practice. Since joining McKinsey within Technology Investment Banking. in 1989, Rob has served clients in capital-intensive In the global economy, exercises in M&A reach across Jason originally joined Credit Suisse First Boston in July industries in the areas of strategy, risk management, borders. The strongest and best prepared players exercise 1998 from Deutsche Bank Securities where he was a operations, marketing and organization. He has helped this M&A discipline all over the world, even from emerging founding member of the firm’s technology mergers & clients in mergers & acquisitions, divestitures, balance markets to established ones. acquisitions department. Prior to that, he was a director sheet restructuring and a host of other corporate at TSG Consumer Partners, a consumer product- This panel will discuss pragmatic aspects to cross-border finance areas. He has had extensive exposure to focused private equity firm with $1.5B in capital under M&A. Attendees will obtain insight on the profile of international clients and issues, including extensive management, and a member of Wasserstein Perella’s successful acquirers; sectors that are leading this trend; how assignments in Europe and Australia. mergers & acquisitions department. to value opportunities (e.g. issues with currency risk); how to Before joining McKinsey, Rob worked in the commercial Jason has 17 years of investment banking and investing address cross-border challenges (e.g. dealing with minority printing industry as a manufacturing line manager experience and during his career has worked as a shareholders or inability to issue shares without domestic and as a strategic planner for Pepsi-Cola. He holds strategic and financing advisor to leading companies registrations) and post-merger integration. a master’s in Business Administration from Duke in the communications, storage, security and software University, where he graduated with distinction, and sectors through the many market evolutions which a Bachelor of Science and Engineering in Chemical have occurred. He has advised both multi-national and Engineering from the University of Pennsylvania. domestic clients on numerous complex financing and advisory assignments including mergers, acquisitions, divestitures, initial public offerings and secondary offerings, investment and non-investment financings, going private transactions, joint ventures, significant equity investments (governance issues), special committee assignments, proxy contests and hostile transactions. Jason received his BA from Duke University summa cum laude. Track 1 Grand Ballroom

R.S. Hawkins José Rogério Luiz Christopher Menard

GENERAL MANAGER & GLOBAL HEAD OF BUSINESS CFO & INVESTOR RELATIONS OFFICER, TOTVS CFO, BRIGHTCOVE DEVELOPMENT, GE ENERGY José Rogério Luiz is TOTVS’ Chief Financial and Investor Christopher Menard recently joined Brightcove, the M – 12:00 PM M – 12:00

R.S. Hawkins is the General Manager and Global Head Relations Officer. He received an Economics degree leading online video platform, as Chief Financial Officer A of Business Development for GE Energy. He oversees a from Universidade de São Paulo (USP) and attended and heads up all finance and accounting operations. global team focused on the origination and execution of the Accelerated Development Programme in General Previously Chris was chief financial officer at Phase 11: 0 0 in-organic growth initiatives. Management at the London Business School. At Forward, and played an integral role in the execution

Ronnie joined GE after spending nearly 20 years as an present José is TOTVS Executive Vice President, and integration of six acquisitions, successful energy investment banker at Citigroup and Credit Suisse CFO and IR Director. He formerly held positions at execution of the IPO and secondary stock offering, and LE based in both New York and London and completed PricewaterhouseCoopers, CFO at Embraer, vice president implementation of global financial systems. He was also USC transactions in 55 countries across Asia, Europe, the at Citibank; CFO and IR Director at Grupo Antarctica/ heavily involved in Phase Forward’s acquisition by Oracle AmBev and CFO at Klicknet. José joined the company earlier this year for $685M. M Middle East, Latin America and Africa. A in August 2001, being ahead on the acquisition and

In his previous role at Phase Forward as vice president of M& He has been an invited presenter at a number of forums consolidation processes of the trademarks that today finance, he managed worldwide finance and accounting sponsored by such institutions as the United Nations, constitute TOTVS Corporation: Microsiga, Logocenter, RM groups responsible for accounting, financial reporting, Harvard’s JFK School of Government, the University of Sistemas, Midbyte, BCS, TOTVS Consulting, TOTVS BPO,

Pennsylvania and Columbia University among others. budgeting, treasury and compliance, external and LOBAL

TOTVS Infra and most recently DATASUL incorporation. G SEC reporting. Chris began his career at Phase Forward In 2008 was awarded the prize “O Executivo de Finanças

as director of finance before being promoted in 2004 HE

do Ano” (Troféu o Equilibrista) “The Finance Executive of T to director of finance and accounting, and then he was the Year” (The Equilibrist Trophy) from IBEF – Instituto

promoted again to vice president of finance in 2006. NG Brasileiro de Economia e Finanças. I Prior to Phase Forward, Chris was director of finance and accounting at Clinsoft Corporation, which was acquired FLEX by Phase Forward in 2001.

Chris received an MBA degree from Boston College and a Bachelor of Science degree in Business Administration from Babson College. Chris also currently teaches mergers and acquisitions at Boston College in the Carroll School of Management. Track 2 11:00 am – 12:00 pm MONEY, MONEY, MONEY!

In 2009, despite the recession, money continued to flow into Bill Aulet Eli Bakofsky companies, often at unfavorable terms. Since the beginning MANAGING DIRECTOR, CFO, SNACKABLE MEDIA of 2010 this flow has become cheaper and less constrictive. MIT ENTREPRENEURSHIP CENTER Organizations must decide what type of financing to obtain Eli Bakofsky serves as Snackable Media’s Chief Financial and when to obtain it. The answer to this question depends Bill Aulet is a highly accomplished business leader with Officer and oversees finance organization, banking on your business model and the stage of development of a track record of success over 25 years. He started his and investment relations, acquisitions, treasury and your firm’s business. This panel will explore the factors in career with eleven years at IBM, culminating in being risk management activities, controller functions, successfully and efficiently obtaining financing that is right named a prestigious MIT Sloan Fellow in 1993. human resources and operations function. Eli plays for your company, the various types of financing, such as In 2003, Bill was recruited to help turn around Viisage an important role in variety of strategic and operating LBO, IPO, venture, growth and bank financing, the scenarios Technology, a security technology company with a initiatives for Snackable Media, including the launching in which they are best used, and the current state of these dual focus in the areas of drivers’ licenses and facial of new products and organizational strategies. Eli vehicles of growth. recognition, as the chief financial officer. At the time of spearheads the company’s efforts to significantly grow his arrival, Viisage was losing $2.4M per quarter. During and improve its human resources function. 1 his 2 /2 year tenure, Viisage developed a new strategy, Prior to joining Snackable Media, Eli was controller of overhauled its operations, made three major acquisitions MobileESPN, CFO of Call Sciences and held numerous and executed two major fundraising rounds totaling senior leadership positions in ATT Wireless Services. over $55M including a highly successful public offering. At these opportunities, he led numerous M&A activities During this time frame, the market value for Viisage and developed, implemented and maintained systems, increased from approximately $50M to over $500M. processes and procedures. In addition, Eli negotiated In October of 2005, Bill was appointed Senior Lecturer partnerships and led domestic and international at the MIT Sloan School of Management and the operating divisions. Entrepreneur-in-Residence at the MIT Entrepreneurship Born in New York, Eli received a BA degree in Accounting Center. Bill also serves on the board directors or advisors from Queens College of the City Universities of New of a number of highly innovative companies. York. He currently resides in New Jersey with his wife He graduated in 1980 from Harvard University with and children. honors in engineering. In 1994, Bill earned an MMS degree in business management from MIT Sloan School of Management as a Sloan Fellow. Bill is a former professional basketball player who is married with four sons and lives in Belmont, Massachusetts. Track 2 Salons FGH

Bruce Dalziel Mark Gallagher Bryce Youngren

CFO & EVP OF COMPLIANCE, MEDIDATA SOLUTIONS SENIOR RELATIONSHIP MANAGER, PARTNER, POLARIS VENTURE PARTNERS SILICON VALLEY BANK As Chief Financial Officer at Medidata Solutions, Bryce Youngren is a general partner in the Polaris a leading global provider of SaaS-based clinical Mark Gallagher is a Senior Relationship Manager for Venture Partners Boston office. He focuses primarily development solutions that enhance the efficiency of Silicon Valley Bank. He has provided financial services on growth equity investments in the technology, customers’ clinical trials, Bruce Dalziel is responsible for to venture capital funds, technology and life science healthcare, and business services industries. leading all of the company’s finance, legal and regulatory companies for the majority of his career. Prior to joining Polaris, Bryce was a senior associate compliance functions. Mark has spent over ten years with Silicon Valley PM M – 12:00 at Great Hill Partners, where he sourced and executed A Bruce brings nearly 30 years of experience to Medidata Bank as a senior sales and business development investments in SmartMail Services (acquired by Solutions, including a decade in public company CFO professional in the Northeast, working primarily with Deutsche Post) and ManagedStorage International roles, with a strong background in driving financial new, growth-stage technology companies in the region. (acquired by Incentra Solutions) and served as a 11:00 strategy and results across functions for large global Most recently, Mark led SVB’s life science practice in the director on the boards of both companies. Previously ! corporations. Before joining Medidata, Bruce served Northeast with great success. Previously, Mark held a Bryce served as an analyst for Willis Stein & Partners Y as the CFO of NYSE-listed BISYS Inc., an outsourcing senior role in the Boston technology practice for SVB. in Chicago and for Bear Stearns & Co.’s technology provider to the financial services industry from 2005 Prior to joining SVB in 2000, Mark held a variety of investment banking group in New York. Bryce has MONE to 2007, and as CFO of NASDAQ-listed DoubleClick, Inc., been part of the investment teams responsible for ,

positions at ABN AMRO Bank N.V. in Dublin, Ireland, Y a global internet advertising solutions company from where he was instrumental in managing the company’s Polaris’ investments in Alimera Sciences, Art.com, AWS 2000 to 2005. During his tenure in these positions, credit structuring for one of the largest European Convergence Technologies (Weatherbug), Cardlytics, Bruce managed all aspects of finance—including Cushcraft, e-Rewards, Liaison, National Electronic management buyouts in 1999. He also played a lead role , MONE Y financial reporting and control, tax, treasury and risk in structuring multi-million dollar captive convertible Attachment, TechTarget, and Xpressdocs. management, as well as investor relations, facilities, bond transactions for multinational clients. Mark was a Bryce serves as a director on the boards of Alimera corporate technology, business operations and legal, fund manager for ABN AMRO Corporate Finance (Ireland) Sciences, Cardlytics, e-Rewards, Liaison, National MONE with substantial merger and acquisitions activity in Ltd. and early in his career he established a trading desk Electronic Attachment, and Xpressdocs. He was both roles. Prior to DoubleClick, Bruce held a variety of for commodity products worldwide for Kepak Group Ltd. formerly chairman of the board of Cushcraft Corporation positions at Prudential Insurance Company of America prior to their sale to Laird Group in March 2007. over a 14 year period, including corporate vice president Mark earned a bachelor’s degree in Agribusiness from of financial planning and analysis, vice president of University College in Dublin, Ireland and an MBA from Bryce holds an MBA from The Wharton School at the institutional asset management sales and CFO of Trinity College, also in Dublin. He is fluent in Italian and University of Pennsylvania and a BA in Economics from international insurance. received a diploma in Italian from Scuola Lorenzo de the University of Illinois at Urbana-Champaign. Medici in Florence, Italy. Bruce has degrees in Industrial Engineering (Georgia Tech) and English Literature (Ursinus College), and earned his MBA from Columbia University.

Track 1 1:30 pm – 2:30 pm CLOUD COMPUTING 101: GETTING THE CFO’S HEAD INTO THE CLOUDS George Westerman Joyce Bell RESEARCH SCIENTIST, CFO, CLICKSQUARED MIT SLOAN SCHOOL OF MANAGEMENT Cloud computing has become an increasingly important Joyce Bell has more than 25 years of experience business model. But, what does this trend mean to CFOs of George Westerman is coauthor (with Richard Hunter) of building successful businesses, from designing and traditional software companies who are making a shift to The Real Business of IT: How CIOs Create and Communicate scaling operations to financing growth initiatives. Her offering software as a service? And, what is the impact to Value, which CIO Insight magazine named the #1 IT / experience includes cash management, forecasting and CFOs of companies adopting cloud computing technologies? Business Book of 2009, and IT Risk: Turning Business strategic planning. In her role as CFO, she is focused on In explaining these issues and other Cloud Computing Threats into Competitive Advantage, one of CIO Insight’s partnering with ClickSquared senior management to trends, this panel will explore the benefit in replacing capital five Best Books of 2007. He has received the 2007 accelerate the organization’s growth and profitability. Best Paper award from the Society for Information expenses with operating expenses. These experts will also She also plays a role in operations, including pricing, Management and multiple awards for academic help explain how converting to a software-as-a-service contracts, procurement and work planning. Prior to reviewing. His research has appeared in journals such model will simplify many business issues, including complex joining the ClickSquared team, Joyce was the chief as MIT Sloan Management Review, Organization Science, accounting issues associated with revenue recognition. financial officer for Compete, Inc., a venture–backed Industrial and Corporate Change, MIS Quarterly Executive market research company. Before that, Joyce was vice and IESE Insight. president of finance at Be Free, Inc., where she gained George is a sought-after speaker and workshop leader. invaluable fundraising experience via venture capital He works with leading organizations such as IBM, financing, IPO and secondary offerings as well as merger State Street, Microsoft, Intel, Raytheon, and Fidelity and acquisition activity. Joyce has also held positions at Investments, and speaks at academic and industry Cingular Wireless, Ernst & Young and Thomson Financial, conferences. Prior to earning his doctorate at Harvard where she built skills in development of financial Business School, he gained more than 15 years of infrastructure along with cash management, forecasting experience in IT and corporate management. In addition and strategic planning. to his research and teaching, George serves on the Joyce received both her Bachelor of Science and her editorial board of the Journal of the Association for Master’s of Business Administration from Babson Information Systems and on board committees for College, and is a board member of Finance Executives several non-profit organizations. International (FEI). Track 1 Grand Ballroom

David Frenkel Ron Gill Harpreet Grewal 1:30 PM – 2:30 PM 1:30 PM CEO, PANVIVA CFO, NETSUITE EVP, CFO & TREASURER, CONSTANT CONTACT

S

David Frenkel has more than 20 years of experience Ron Gill is responsible for overseeing the NetSuite’s Harpreet Grewal joined Constant Contact in July 2010 D managing software companies. David has been the global financial strategy and operations. Since joining and has more than 20 years of broad based executive U chief executive of several successful U.S. technology the company in 2007, he has been responsible for and financial leadership. In his role, he oversees the businesses, including PrintSoft Americas (now a NetSuite’s accounting and finance functions, serving as accounting, finance and investor relations functions for HE CLO

subsidiary of Australia Post), Pentawave (leader in Vice President of Finance, then as Senior Vice President Constant Contact. T multichannel marketing software for newspapers in of Finance. O Prior to joining Constant Contact, Harpreet served as T automotive, real estate, and employment), and general N Prior to joining NetSuite, Ron was vice president, finance, chief financial officer of TheLadders.com, an online I manager of Pageflex (a division of Bitstream). He was at Hyperion Solutions. Previously, he held a variety of job search platform and recruiting company. Prior to also the CEO and founder of two Australian companies financial positions with several of the world’s largest TheLadders.com, Harpreet served as executive vice EAD H

— Datatronics and Consulprint — which pioneered

technology companies, including SAP, Dell and Sony. Ron president and chief financial officer of VistaPrint Limited, S computer composition technologies in Australia. ’ holds a Master of International Business Studies degree a publicly traded online provider of marketing services to O In addition, David has held senior marketing and general from the University of South Carolina and a BA from small businesses. Harpreet has also served as the chief management executive positions with Fortune 500 Baylor University. financial officer at GoldenSource Corporation, a global HE CF companies, including Lear Siegler, Bausch and Lomb, and provider of enterprise data management software for T Computervision. He has a degree in Physics from the financial institutions, as well as eGain Communications, NG University of Melbourne and has extensive experience a publicly traded provider of CRM software solutions. TTI

as a journalist and editor in print and local television. In addition, he has served in numerous finance and E strategy positions during his tenure at PepsiCo and G Pepsi-Cola North America.

Harpreet received a Bachelor of Arts degree in NG 101: NG 101: Economics from the University of California at Berkeley and a Master of Arts in International Studies from Johns

Hopkins School of Advanced International Studies. MPUTI D CO U CLO Track 2 1:30 pm – 2:30 pm THE ERA OF SUSTAINABILITY

Sustainability is no longer the flavor of the month, but is Dr. Sarah Slaughter Michael Azarela rather a crucial part of any organization’s strategic plan. Our SENIOR LECTURER, EVP & CFO, SUFFOLK CONSTRUCTION panelists will discuss the business case for sustainability, and MIT SLOAN SCHOOL OF MANAGEMENT what the CFO’s role is in its execution. You will learn about Michael Azarela is Suffolk Construction’s Executive recent trends in sustainability reporting, from stand-alone to Dr. Sarah Slaughter, Senior Lecturer in the MIT Vice President and Chief Financial Officer. Mike is integrated reporting, including the importance of accurate Sloan School of Management, coordinates the Sloan responsible for managing Suffolk’s day-to-day financial, and meaningful financial disclosures in an environment Sustainability Initiative, co-teaches ”Strategies for administrative and information technology functions on of new and often conflicting regulatory requirements. We Sustainable Business” and manages the Sustainable a national basis. will also discover best practices in preparing for climate Business Laboratory (S-Lab). Mike also serves on Suffolk’s Executive Management change and carbon accounting reporting, with a focus on the Before returning to MIT to join the Sloan School, she Team which is responsible for establishing Suffolk’s SEC interpretative guidance on climate change disclosures. was CEO of MOCA Systems, Inc., a company she founded strategic direction and financial goals. based on research she conducted as a professor at MIT. She was a professor in the MIT Department of As Chief Financial Officer, Mike directs the company’s Civil and Environmental Engineering in Construction day-to-day financial and administrative functions, Management, with research interests in innovations negotiates credit agreements and is responsible for in infrastructure and the built environment, and was re-engineering accounting processes and upgrading previously a professor of Civil and Environmental technology systems. He recently led the company- Engineering at Lehigh University, and worked with the wide implementation of Suffolk’s state-of-the-art Center for Advanced Technology for Large Structural Oracle Enterprise Resource System, which streamlined Systems (ATLSS). She received her BS, MS, and PhD accounts payable processes and interdepartmental degrees from MIT. data sharing. He also manages the treasury, tax, risk management, and mergers and acquisitions functions Her current research focuses on the development, of the company. assessment, implementation and diffusion of innovations for sustainable and disaster-resilient infrastructure and Previous to his position at Suffolk, Mike served as the built environment. She is currently supervising several president, executive vice president and chief financial research projects focusing on sustainability strategies officer for RailWorks Corporation, an $800M public related to capital facility assets. Several projects focus company. Mike also worked for L.K. Comstock and specifically on developing effective strategies, appropriate Company, Inc. for over fifteen years where he worked organizational structures, and business case analysis for his way up from regional accountant to chief executive commercial real estate, manufacturing, nonprofit, and officer and chairman of the company. high technology organizations. Mike earned a Bachelor of Science degree in Accounting

Sarah is currently on the Board on Infrastructure and at Northern Illinois University, earned his MBA in Finance the Constructed Environment in the National Research at Iona College and is a Certified Public Accountant. Council, National Academies of Science, and was Vice Chair of the NRC Committee on Sustainable Infrastructure. Track 2 Salons FGH

Martin Fleming Eric Israel Carrie Teffner

VP, BUSINESS PERFORMANCE SERVICES, IBM MANAGING DIRECTOR, SUSTAINABILITY SERVICES, VP & CFO, TIMBERLAND KPMG Martin Fleming – an economist and strategist – is Vice Carrie Teffner has served as Timberland’s Vice President President, Business Performance Services, IBM Corp. Eric Israel specializes in the sustainability and climate and Chief Financial Officer since 2009, and is responsible change aspects of corporate reporting. He is one of for all aspects of finance and Information Technology. In Martin has overall responsibility for improving IBM the founding members of KPMG Global Sustainability this role, Carrie is also responsible for strategic planning business performance with a focus on sales productivity, ™ Services and advises clients on performance and business development. acquisition performance, and improving operational measurement and reporting issues related to corporate leverage in support of achieving IBM’s 2015 financial Prior to Carrie’s role at Timberland, she served as senior sustainability and carbon accounting. He has spoken – 2:30 PM 1:30 PM goals. Previously, Martin led IBM’s Smarter Planet about the business value of sustainability and vice president and chief financial officer of Sara Lee strategy development and execution with a focus on climate change at numerous academic and business International Household and Body Care, based in the energy, climate change, and Smarter Cities. Netherlands. Carrie joined Sara Lee in 1988 and served ITY

conferences. Through KPMG’s Founding Membership of L in a variety of roles there, including senior vice president I Martin has also led IBM’s Emerging Business The Sustainability Consortium (TSC) Eric is the co-chair of corporate financial planning and analysis and

of the Validation and Auditing working group of this NAB

Opportunity program, supporting innovation within IBM I

treasurer of Sara Lee Corporation, chief financial officer A and its clients where new business models are evolving; consortium. He is also KPMG’s liaison to the Global of Champion Jogbra, vice president of administrative new players are entering and challenging industry Reporting Initiative (GRI) and was a member of the transformation and vice president and general manager UST S structure; and innovation is crucial for differentiation sustainability reporting joint task force of the American

of Sara Lee Business Services. F Martin has also led IBM’s Global Sales and Distribution’s Institute of Certified Public Accountants (AICPA) and the strategy and planning activities and led IBM’s strategy Canadian Institute of Chartered Accountants (CICA). Carrie is a member of the Board of Directors of RA O RA

development and implementation for IBM’s global Girl Scouts of Chicago. She also is a member of the E business partner community. Association for Financial Professionals. THE THE Prior to joining IBM, Martin was a principal Carrie received both her BA and MBA degrees from the and the technology practice leader at Abt Associates, University of Vermont. Cambridge Massachusetts. He was also vice president, strategy for Reed-Elsevier, Inc., the Anglo-Dutch information company. Martin began his professional career at the System Dynamics Group, Alfred P. Sloan School of Management, MIT. His work has been published in a number of professional journals and other publications such as The New York Times and The Wall Street Journal.

Martin holds a PhD and an MA in Economics from Tufts University and a BS cum laude in Mathematics from Lowell Technological Institute.

Track 1 3:00 pm – 4:00 pm IT’S THE CLEAN GREEN LEAN PROFIT-MAKING

MACHINE... Tom Burton Daniel Goldman

CHAIRMAN OF ENERGY AND CLEAN TECHNOLOGY EVP & CFO, GREATPOINT ENERGY Clean Technology is on the center stage, and it is clear GROUP, MINTZ, LEVIN, COHN, FERRIS, GLOVSKY that we are at the threshold of revolutionary changes in AND POPEO, P.C. Daniel Goldman brings 20 years of the way we generate and consume energy. The recent experience in strategy, corporate and project finance, Tom Burton is a member of Mintz Levin’s Corporate deep water oil well explosion in the Gulf of Mexico further project development, policy as well as private equity and practice. In 2004, he founded, and currently chairs, the amplifies the need to adopt alternatives to petroleum based venture capital investing. He joined GreatPoint Energy firm’s Energy and Clean Technology Practice Group, products to fuel our energy needs. Although cap and trade in July 2006 and oversees finance, accounting, strategic which serves over 200 clients. Since 2006, the Energy legislation failed to pass during the recent Congressional planning, risk management, public affairs and policy and Clean Technology Group has completed over 120 session, a number of states are preparing to implement initiatives, and business development for the company. transactions, including 40 in 2009 alone. legislation which will set a cap on greenhouse gas Dan led GreatPoint’s $103M preferred stock sale, one of emissions, impacting the bottom line of businesses who do Tom regularly represents emerging growth energy and the largest venture investment deals ever completed not adopt clean technologies. Numerous changes are in the clean technology and life sciences companies, as well in the clean tech sector and overall one of the largest pipeline and we should expect that government initiatives as larger established public companies. He routinely venture deals of 2007. counsels clients on their growth and development, and regulation will play a key role in greening the major Prior to joining GreatPoint Energy, Dan was a cofounder advises their boards of directors, and participates in an industrial sectors of the economy. and served as chief financial officer of New Energy array of transactions, from private and public offerings to Capital Corp., one of the first funds focused exclusively The time is right for proactive businesses to adopt clean merger and acquisitions and technology transfer matters. on investments in clean energy projects. Dan developed technology including renewable energy solutions and energy Tom’s corporate finance experience includes the New Energy Capital’s clean energy project investment conservation initiatives. This panel will explore ideas for completion of over 150 venture capital and private strategy, assembled the team, and raised equity from achieving ROI on implementing Green Programs, discuss equity financings, which have raised well over $1B, a venture capital firm and the California State Teachers’ the types of projects eligible for DOE funding, and address representing both the funds providing the capital and Retirement System (CalSTRS). the climate for raising capital needed to finance clean the emerging growth companies seeking funding. Dan serves on the Board of Directors of Sunrise Ridge tech enterprises and projects. Tom has been involved in the formation, financing, Algae, a renewable fuels company, and is a Board and sales of numerous energy and clean technology Observer to Next Step Living, a residential energy companies in markets such as solar and wind, smart efficiency company, and OutSmart Power Systems, a grid and energy efficiency, water technologies, waste building energy management solutions company. He treatment, biofuels, electric vehicles, and green is also a cofounder of Environmental Entrepreneurs in buildings. Representative transactions also include New England, a business advocacy group linked to NRDC. advising a Fortune 500 global company with respect to Dan received a BS from Cornell and a MSc from the the multi-billion dollar international outsourcing of its London School of Economics and he serves on Cornell information technology functions, the recapitalization University’s undergraduate Business Advisory Council. of a public company, and the complex merger of three biotechnology companies into a fourth public biotechnology company. Track 1 Grand Ballroom 3:00 – 4:00 PM PM

David Henry Donald Peck Tim Weller NE... NE... I

SVP, CFO & TREASURER, AMERICAN SUPERCONDUCTOR CFO & TREASURER, SATCON TECHNOLOGY CFO & TREASURER, ENERNOC H C

David Henry joined AMSC in 2007 as Senior Vice Donald Peck joined Satcon Technology in March 2010 Tim Weller is responsible for managing EnerNOC’s MA President, Chief Financial Officer and Treasurer. He as Chief Financial Officer and Treasurer. He brings operations related to finance, accounting, treasury and NG

oversees the company’s finance, accounting, internal over 30 years of experience in financial management, investor relations. Tim leverages his experience and KI audit, information technologies and investor relations operations and strategic business development to track record as a successful CFO as well as front-line A M functions. his role at Satcon. Prior to joining Satcon, Don was Wall Street experience to help EnerNOC continue to -

executive vice president, chief financial officer and provide value for its customers and build on its market FIT David brings nearly 25 years of finance, accounting treasurer at Egenera, Inc., a data center virtualization leadership position. and business planning experience, including more than

company. He also served as executive vice president and PRO a dozen years of management experience at public Tim served as the first chief financial officer at Akamai chief financial officer at First Marblehead Corporation, companies. He previously served as chief financial Technologies, Inc., a managed services company that where he successfully completed the company’s Initial EAN officer of AMIS Holdings, Inc., the parent company of powers rich media, dynamic transactions, and enterprise L Public Offering. Before joining First Marblehead, Don AMI Semiconductor, which had nearly 3,000 employees applications online. He was also the Telecommunication held positions at Zeborg, MarketMax, and Centennial and more than $600M in revenues prior to his Services equity research analyst at the investment Technologies serving in executive management, finance, REEN departure. Among other accomplishments at AMIS, banking firm Donaldson, Lufkin & Jenrette (DLJ). Most G legal, and administrative roles. Earlier in his career, Don David helped increase the company’s profits, supported recently, he has been an angel investor and advisor to was a junior partner at Nutter, McClennen & Fish, and an growth through the completion and integration of many technology companies. auditor with Arthur Andersen. four acquisitions, managed finance and accounting Tim has a PhD in Electrical Engineering from the for global operations, and completed a $200M public Don obtained his BS in Business Administration from University of Illinois, and a BS and MS in Electrical HE CLEAN T stock offering. For the previous seven years, he the University of Rhode Island and his JD from Cornell S

Engineering from Michigan State University. ’

held senior finance roles at Fairchild Semiconductor Law School. T I International, a manufacturer of high-performance power semiconductor products. David also previously served as a finance director at National Semiconductor Corporation).

He earned a BS degree in Business Administration from University of California, Berkeley, and an MBA from Santa Clara University. Track 2 3:00 pm – 4:00 pm THE EVOLVING RELATIONSHIP BETWEEN THE

BOARD & CFO William Driscoll Jeff Burchill

PRESIDENT, NEW ENGLAND DISTRICT, SVP & CFO, FM GLOBAL The relationship between the Board and CFO has reached a ROBERT HALF INTERNATIONAL new critical stage caused by the myriad of changes in the Jeff Burchill is FM Global’s Senior Vice President of world economy, regulatory climate, , William Driscoll, New England District President, is based Finance and Chief Financial Officer. Based in the financial markets, risk management and numerous other in Robert Half International’s Boston office. Bill oversees company’s Johnston, R.I., U.S.A., corporate offices, Jeff factors. The unyielding pressure on sustaining growth and professional staffing services for RHI’s 19 offices has held this position since 1999. He also serves on the profitability in an increasingly complex and regulated world throughout Massachusetts, New Hampshire, Maine, boards of director of TBS Loss Control , Inc., has added significant importance and complexity to this Connecticut and Rhode Island. and other FM Global holding companies. relationship. Bill began his career with the company in 1992 in the Previously, he was vice president, international Boston office where he consistently ranked among This panel of experts will explore the importance of the CFO operations for three years. Earlier positions with the RHI’s top 10 salespeople worldwide. Promoted to Area being front and center in key boardroom discussions and company have included vice president and treasurer, and Manager in 1996, Bill transferred to Atlanta and soon strategies for developing effective working relationships with corporate vice president. He also served as controller, increased RHI’s presence in Georgia from one office to board members. Hear about the evolving role of the audit and then vice president and controller for many years. seven statewide. Bill became a regional manager in 1998 He began his career with the company in 1974 as an committee, new realities in managing risk, M&A, compliance, and soon became district president over the operations accounting manager. all of which have significant impact on the role of the CFO. in North and South Carolina, Georgia and Jacksonville, Fla. He returned to Boston as New England District President Jeff holds bachelor degrees in Accounting and Economics in January of 2006. from Aurora College in Aurora, Ill., U.S.A. He also holds a master’s degree in Business Administration Bill was also recently named to the Corporate Advisory from ’s Kellogg School of Board for the Boston chapter of ALPFA, the Association Management in Evanston, Ill., U.S.A., as well as the of Latino Professionals in Finance & Accounting. In CPCU designation. this role, he advises the President on programmatic and strategic initiatives, promotes and attends events, A Certified Public Accountant, Jeff is a member of the and serves as an ambassador within his professional American Institute of Certified Public Accountants, the networks and beyond. Illinois CPA Society, the Financial Executive Institute and the Society of CPCU (Northwest Suburban Bill serves as a national spokesperson for Robert Half Chicago Chapter). International and has been featured in several top publications, including the Wall Street Journal and the Boston Globe. Bill is considered a local expert on the staffing industry, commenting on recruiting practices, hiring trends, and other workplace issues.

A graduate of Middlebury College in Vermont, Bill holds bachelor’s degrees in History and Spanish. Track 2 Salons FGH 3:004:00 – PM PM

O Charles Kane Brad Richmond Bruce Ryan

BOARD MEMBER, SVP & CFO, DARDEN RESTAURANTS, INC. BOARD MEMBER, NETEZZA & PROGRESS SOFTWARE KVH INDUSTRIES, INC & UTSTARCOM, INC. OARD & CF

Brad Richmond is a seasoned financial leader who has B Charles Kane brings more than 25 years of senior dedicated more than 20 years of service to Darden Bruce Ryan serves on the Boards of UTStarcom, KVH executive-level experience to the boards of Netezza, Industries, and Kronos, Inc. He has extensive public HE Restaurants. He was named Senior Vice President T Progress Software, and Demandware. In addition, he and Chief Financial Officer for Darden Restaurants in company board experience including chairman of the had functional expertise as chief financial officer at December 2006. As CFO, Richmond leads all committee for ten public corporations. He also EEN RSA Security (now a part of EMC Corporation), Aspen functions for the company including accounting services, served on the board of multiple private companies. In TW Technology and Informix Software (now a part of IBM) information technology, investor relations, corporate tax addition to his Board positions, Bruce held numerous BE as well as the role of president and CEO at Corechange and treasury. senior management roles in the high technology (now a part of Open Text). industry including executive vice president and chief IP H

Darden is the world’s largest full-service restaurant financial officer at Global Knowledge Network; executive S Most recently, Chuck held several executive positions operating company with annual sales of more than $7B. vice president and chief financial officer at Amdahl ON including President and COO at ”One Laptop per Child” An industry leader in talent retention and implementing Corporation; and various senior executive and financial TI (OLPC), a non-profit organization founded at MIT that world-class information systems, the company owns positions during a 25-year tenure at Digital Equipment provides computing and Internet access for students ELA and operates nearly 1,800 Red Lobster, Olive Garden, Corporation. R in the developing world. He joined OLPC from Global LongHorn Steakhouse, The Capital Grille, Bahama Breeze BPO Services, a special purposes acquisition company and Seasons 52 restaurants in North America, and Bruce earned a Bachelor of Science in Business NG VI where he was a founding investor and executive officer employs 180,000 people who serve 400 million meals Administration from Boston College and an MBA from OL and played a pivotal role in raising $250M in capital to annually. Suffolk University. purchase Stream Global Services (SGS). Before joining EV Global BPO, Chuck was the chief financial officer at RSA Brad joined Darden in 1982 as a food and beverage Security, a provider of security software, which was analyst for Casa Gallardo, an operating company THE acquired by EMC Corporation. In addition he was CFO formerly owned and operated by Darden. Over the years, at Aspen Technology, a leading supplier of operations he held progressively more responsible positions with management software to the process industries; several operating companies, including Red Lobster and president and CEO at Corechange, Inc., an enterprise Olive Garden. In August 2005, he was appointed senior software company acquired by Open Text Corporation; vice president, corporate controller for Darden before and CFO of Informix Software, a database software assuming his current duties in December 2006. provider acquired by IBM Corporation. Earlier in his Brad is a Certified Public Accountant and received a career, Chuck also held senior financial positions with bachelor’s degree in Business Administration from the Stratus Computer, Inc., Prime Computer Inc., and with University of Missouri in 1979. Richmond is a member of Deloitte and Touche LLP. the American Institute of Certified Public Accountants and received the Executive of the Year award from the Central Florida Chapter of Financial Executives International in 2008.

THE MIT SLOAN ALUMNI CLUB OF BOSTON THANKS THE FOLLOWING PARTNERS FOR THEIR SUPPORT OF THIS CONFERENCE: THE MIT SLOAN ALUMNI CLUB OF BOSTON WILL BE HOSTING SEVERAL GOLF-THEMED EVENTS THROUGHOUT THE DAY; BE SURE TO TAKE PART!

• Golf Extravaganza cocktail hour sponsored by HR Knowledge • The Golf Zone & Callaway Octane Long Drive Contest • Golf Zone & Odyssey Putt-Off • Contests & prizes! • Special guest appearance & autographed paraphernalia

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CVS Caremark WWW.CAREMARK.COM MIT CIO Symposium WWW.MITCIO.COM T3 Advisors, LLC WWW.T3ADVISORS.COM

Darden Restaurants, Inc. WWW.DARDEN.COM MIT Entrepreneurship Center ENTREPRENEURSHIP.MIT.EDU Timberland WWW.TIMBERLAND.COM

EnerNOC WWW.ENERNOC.COM MIT Sloan Alumni Club of Boston WWW.MITSACB.COM TOTVS WWW.TOTVS.COM

Essex Partners WWW.ESSEXPARTNERS.COM MIT Sloan Executive Education MITSLOAN.MIT.EDU/EXECED Treasury & Risk Magazine WWW.TREASURYANDRISK.COM

FEI – Boston Chapter WWW.FINANCIALEXECUTIVES.ORG MIT Sloan School of Management MITSLOAN.MIT.EDU U.S. Coast Guard WWW.USCG.MIL

Financial Executives Networking Group WWW.THEFENG.ORG Monderer Design WWW.MONDERER.COM UTStarcom, Inc. WWW.UTSTAR.COM

Financial Management Association of NH VWWW.FMANH.ORG Netezza WWW.NETEZZA.COM Warner Communications WWW.WARNERPR.COM 9TH ANNUAL MIT SLOAN CFO SUMMIT NOV.17. 2011

visit www.mitcfo.com for details

See you there. May 18, 2011 MIT Kresge Auditorium MIT SLOAN 30 Memorial Drive ALUMNI CLUB OF BOSTON E60–321 Cambridge, MA 02142 THE 2011 MIT SLOAN CIO SYMPOSIUM

IN ONE DAY... Engage and connect with global IT leaders. Explore the newest enterprise technological innovations. Acquire actionable insight through leading academic

SIUM research. Become a part of the exclusive MIT Sloan CIO O Community to empower your professional future: 50+

YMP Speakers, 700+ IT executives, business leaders and members S

O of academia. THIS IS WHERE THE FUTURE OF IT HAPPENS.

The 2010 MIT Sloan CIO Symposium, the 8th in its series, is the premier international conference for chief information officers to look beyond the day-to-day issues to focus on a spectrum of solutions that are either already here or just over

AL MIT SLOAN CI MIT AL SLOAN the horizon—ranging from Cloud Computing, Enterprise 3.0 U and Internet of Things to the new CIO roles outside of the NN A

traditional corporate IT. H T 8 WHEN: May 18, 2011 WHERE: MIT Kresge Auditorium, Cambridge, MA ON THE WEB: www.mitcio.com

FOR MORE INFORMATION CONTACT: Dr. Graham Rong ([email protected]) or Christopher Reichert ([email protected]).

Design : MONDERER DESIGN, CAMBRIDGE, MA