FP&A for Consumer Packaged Goods

Successful Planning Through Strategic Financial Initiatives

May 21 & 22, 2014Chicago, Illinois

Confirmed Speakers

Confirmed Speakers 1

• CFO, Marc Fisher Footwear

• Director, Global Projects & Finance, Mattel

• CFO, California Olive Ranch

• VP, Finance, Dean Foods

• VP, Global FP&A, Molson Coors

• Director, Global FP&A, NewellRubbermaid

• Senior Manager, NA FP&A, Merisant

• CFO, Chestnut Hill Farm

• CFO, Folio Fine Wine Partners

• Director, Corporate FP&A, World Kitchen

Who Will You Meet There is no question that IE. provides the gold standard events in the CPG industry and will connect you with decision makers within the finance field. 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

2

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

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

Finance Execs in 2014 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 3

Speaker Information

If you are interested in participating as a speaker / panelist, or would like to lead a workshop / deep-dive discussion session, please contact:

Yulia Ivanova+1 (415) 800 3506

yivanova@theiegroup.com

Dana Goodman is the CFO, VP Finance and Administration with California Olive Ranch, Inc. She has over 20 years of experience in finance, FP&A, accounting, strategy and M&A. Ms. Goodman is a key member of the executive leadership team focusing on measuring and driving results for the organization. Previously, Ms. Goodman served in corporate and regional leadership roles with Combs Produce, Dean Foods, Roofing Supply Group, Del Monte Fresh Produce and Standard Fruit and Vegetable. Ms. Goodman specializes in working with companies to develop and execute strategic plans for their finance and administrative organizations during times of transition and growth.

We’re not just a start up – we are developing an Industry: The role forecasting plays in our success.

Who are we? How did we get here? We’ve started! How we used good data to develop great forecasting. More importantly, where are we going? How do we create a culture that values forecast accuracy? Understanding the role forecasting and planning play in optimizing capital decisions and driving results to reach profitability? How does the finance organization provide measurable and actionable information to all divisions of the organization and bring it together into one story? How do we support all of the needs of a fully integrated CPG company? Farming – understanding performance/forecasting yields. Milling/Storage. Production/Distribution. Sales.

Dana GoodmanCFOCalifornia Olive Ranch

Speaker Information 4

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 DirectorThe Coca-Cola Company

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. 

Forging A New Path in Pursuit of FInancial Excellence Over the past few years, L’Oreal USA Finance has forged a new path in pursuit of financial excellence. The primary objective has been to steer the department as a whole away from purely support-type functions towards the forefront of the business so they have a direct impact on the results, improving the top and bottom line. During this presentation we will discuss some of the strategies and tactics utilized, the challenges encountered and what remains to be done.

Manuel MandfrediSVP, FinanceL’Oreal

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 5

Joe Andronowitz is a Director of Finance for Campbell Soup Company.   Recently, Joe co-led the finance function through the implementation of a common global financial planning solution.   Prior to the financial planning project, Joe was the Director of Finance for the Campbell’s flagship soup products, with sales in excess of $2 billion, where he led FP&A efforts across the strategic and operating planning cycles, including portfolio pricing, promotion planning and new business initiatives.

Evolving FP&A Through Investments in People, Process & Technology

A key strategy in Campbell’s Soup’s pursuit of world class finance functional excellence involved establishing common financial planning and analysis.   In this session, Joe Andronowitz, Director of Finance, who co-led the global project to implement a common planning tool, discusses the investment in people, processes and technology.   Also included is a summary of the key benefits and capabilities now available to Campbell Soup as well as lessons learned from this global, four year journey.

Joe AndronowitzDirector, FinanceCampbell Soup Company

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.

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.

Federico ReyesSenior Director, FP&AHeineken

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 Information

For larger groups or special requests contact Zain by calling +1 415 992 5352 or email zyasin@theiegroup.com * Team discounts are applicable at the point of registration only.

Silver Pass

$1495Access to all sessions &

networking event

$1295Early Bird Price

(before March 21)

Diamond Pass

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

membership & Strategic Analysis Report

$1795Early Bird Price

(before March 21)

Gold Pass

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

$1595Early Bird Price

(before March 21)

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)

Registration Pricing

FP&A for Consumer Packaged Goods SummitDate: May 21 & 22, 2014City: Chicago

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Ways to Register+1 415 992 5352 +1 323 446 7673 Register Online Here

1 Day Pass

$795Full access to the Chief Innovation

Officer Summit, networking events & 30 days access to IE. membership

30 dayonline access to event materials

Live Stream and On-Demand

$600Full access to a live recording across

both days for the Chief Innovation Officer Summit

Access to IE.membership siteto view the event

materials

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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

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 -(same as above) 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 21, 2014 incur an administrative charge of 50%. If you cancel your registration after April 21, 2014 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 21 & 22, 2014 | Chicago | IllinoisFor registration or more information on the program, please call Zain on +1 (415) 992 5352, or fax this registration form to +1 (415) 988 5753

3. Payment Options

2. Pass Types...Early Bird Pass Options until March 21, 2014

Early Bird Silver: $1295 Attendees ____ Early Bird Gold: $1595 Attendees ____ Early Bird Diamond: $1795 Attendees ____ Early Bird 1 Day Pass : $795 Attendees ____

Regular Pass Options after March 22, 2014 Silver Pass: $1495 Attendees ____ Gold Pass: $1795 Attendees ____ Diamond Pass: $1995 Attendees ____ 1 Day Pass : $995 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 Zain by calling +1 415 992 5352 or email zyasin@theiegroup.com* Team discounts are applicable at the point of registration only.

Pass Descriptions:Silver Pass: Access to all sessions & networking events, 30 day access to IE. MembershipGold 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 ReportOne Day Pass: Access to 1 day of the summit, 30 day IE. Membership

Schedule

Networking Drinks 17.00 - 19.00

May 22

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 21Day 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

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Sponsors

For sponsorship information contact Giles at ggodwinbrown@theiegroup.com

Previous Exhibitor Previous Sponsor

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Previous Exhibitor Previous Exhibitor

F TI L

AprilFP&A for High TechSummitApril 8 & 9, San Francisco

Financial Forecasting & Planning InnovationSummit April 10 & 11, London

FebruaryFinancial Forecasting & Planning InnovationSummitFebruary 19 & 20, San Diego

OctoberCFO Rising WestOctober 21 & 22, San Francisco

Corporate Venturing Summit October 21 & 22, San Francisco

Start Ups & The CFOOctober 21 & 22, San Francisco

Financial Forecasting & Planning InnovationSummitOctober 23 & 24, Shanghai

Financial Forecasting & Planning Innovation SummitOctober 30 & 31, Mumbai

SeptemberFinance Transformation Summit September 9 & 10, Boston

Financial Forecasting & Planning Innovation Summit September 9 & 10, Boston

Risk Management Summit September 11 & 12, Boston

MayFinance in Pharma & Healthcare ForumMay 15 & 16, Philadelphia

FP&A for Consumer Goods Summit May 21 & 22, Chicago

JanuaryCorporate Performance ManagementJanuary, 27 & 28, New York

Partnership Opportunities: Giles Godwin-Brown | ggb@theiegroup.com | +1 415 692 5498Attendee Invitation: Sean Foreman | sforeman@theiegroup.com | +1 415 692 5514

JunePayment SummitJune 11 & 12, Chicago

Corporate Performance Management WestJune 18 & 19, San Diego

Retail

Flagship Summit

Expected Attendees

High Tech

CXO

Pharma & Biotech Healthcare

Consumer Goods

Finance

MarchCFO Rising EastMarch 12 & 13, Miami

CFO InnovationMarch 12 & 13, Miami

Corporate Finance TechMarch 12 & 13, Miami

Outsourcing Innovation SummitMarch 12 & 13, Miami

Financial Forecasting & Planning Innovation SummitMarch 25 & 26, Hong Kong

DecemberController SummitDecember 3 & 4, Boston

NovemberBig Data For FinanceNovember 12 & 13, Boston

CFO Playbook for Private CompaniesNovember 19 & 20, Miami

CFO

2014 Calendar

Continued...Compliance & Regulation Summit September 11 & 12, Boston

CFO InnovationSummit September 17 & 18, London

JulyTreasury Management SummitJuly 10 & 11, Boston

What you get...• Access to over 1500 hours of on-demand training on topics that are important to you, like S&OP, FP&A, Predictive

Analytics , Supply Chain, Strategic Planning, Inventory Optimisation, 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 optimise business results and effective decision making. IE. membership content spans numerous industry sectors and includes presentations from many of the world’s leading companies.

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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.

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