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Welcome to PROFORMATECHJohn Kogan
CEO & Co-Founder, Proformative
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Proformative: A Little History
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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
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Community Q&A on Proformative
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Check it out at www.proformative.com
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© 2014 Proformative
Proformative Exchange
Check it out at www.proformative.com
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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!
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Thank You Sponsors! Platinum
Gold
Silver
Bronze
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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.
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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
• 1:30 – 2:20 PM Breakout Session 3
• 2:20 – 2:35 PM Break
• 2:35 – 3:25 PM Breakout Session 4
• 3:25 – 4:00 PM Networking/Expo
• 4:00 – 4:50 PM Breakout Session 5
• 4:50 – 5:10 PM Break
• 5:10 – 6:00 PM CFO Panel
• 6:00 – 7:00 PM Closing Reception
& Awards
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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
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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
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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
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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.
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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
• 11:30 – 12:20 PM Breakout Session 2
• 12:20 – 1:30 PM Lunch & Expo
MORNING AFTERNOON
• 1:30 – 2:20 PM Breakout Session 3
• 2:20 – 2:35 PM Break
• 2:35 – 3:25 PM Breakout Session 4
• 3:25 – 4:00 PM Networking/Expo
• 4:00 – 4:50 PM Breakout Session 5
• 4:50 – 5:10 PM Break
• 5:10 – 6:00 PM CFO Panel
• 6:00 – 7:00 PM Closing Reception
& Awards