summit09 - Financial Executives International

Earn up to
13 CPE
Credits !
SUMMIT09
N av i g at i n g N e w R e a l i t i e s
financial leadership for challenging times
May 4-5
G a y l o r d Te x a n R e s o r t
& Convention Center
Grapevine, Texas
www.financialexecutives.org/summit
Platinum Sponsors
Elite Sponsor
Corporate Sponsor
Exhibitors/Sponsors
Agresso
American Institute of
Certified Public Accountants (AICPA)
Arcplan Inc.
The Balanced Scorecard Institute
Blackline Systems, Inc.
BNA Tax & Accounting
Capital Advisors Group
Chesapeake System Solutions
Concur
Cresa Partners
Crowe Howath LLP
Ernst & Young ★
Grant Thornton ★
Houlihan Lokey
Infogix ★
Institute of Management Accountants (IMA)
Maryland Department of Business and Economic
Development
Metafile Information Systems
PricewaterhouseCoopers ★
Quantum Health
Robert Half Management Resources ★
Shred-It
SmartPros Ltd ★
Switzerland Trade and Investment Promotion
Tagetik
Trintech
Windham Professionals
★ FEI
Strategic Partner as of 3/3/09
For information about exhibit or sponsorship opportunities,
please contact Michele Coleman at 202.626.7806.
SUMMIT09
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SUMMIT09
N av i g at i n g N e w R e a l i t i e s
financial leadership for challenging times
As the American and growing global economic crisis barrels
onward, managing the new realities of business in 2009
requires clear direction for moving forward in uncharted
waters. Calculated, measured action by financial executives
can keep businesses on an even keel, but only if they have
access to current research and proven methods.
Bringing together world-class leadership, IT and economic
authorities, Summit 2009 will provide pragmatic insight to
help you keep your bearings in today’s stormy weather.
Dear Colleagues:
As the new President & CEO of FEI, it is my pleasure to invite you to participate in
Navigating New Realities at the Summit ’09 Leadership Conference in Grapevine, Texas.
Attendees at this year’s conference will include CFOs, Controllers, Treasurers, VPs
of Finance and other financial professionals from around the world. In addition,
government policy makers, academic scholars and researchers, economists and business
leaders will present and discuss the latest topics and proactive tactics in finance and
business today.
The conference program consists of general sessions and keynote speakers, and this
year’s tracks include: Executive Leadership & Development; Corporate Finance for Private
Companies; and Finance & Information Technology. Summit will provide the most upto-date and advanced information over two days, and also provides opportunities for
financial professionals to network and exchange ideas on IFRS, the economy, healthcare,
leadership, diversity and more.
We have a fantastic line-up of speakers, including the interactive panel session View from
the C-Suite. Please take a look at this brochure for session details and register today.
I am looking forward to meeting you in Grapevine in May at what I know will be an
interesting and enjoyable event!
Marie N. Hollein
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N av i g at i n g N e w R e a l i t i e s
SUMMIT09
Two days filled with dynamic,
timely presentations and in-depth discussions by leading authorities and
F EA T U R E D SPEA K E R S
industry experts, plus ample networking opportunities.
Duncan L. Niederauer
Chief Executive Officer
NYSE Euronext
With extensive knowledge and experience of
both U.S. and international markets gained from his
years as a partner at Goldman Sachs, Niederauer brings
a unique perspective on global growth strategy to his
current roles as a member of both the Management
Committee and the NYSE Board of Directors.
Diane Swonk
Senior Managing Director and Chief Economist
Mesirow Financial
One of the world’s most sought-after economists,
Swonk’s prestigious appointments have included
several advisory committees to the Federal Reserve
Board and on the Congressional Budget Office’s panel
of economic advisors.
Chris Ballinger
Chief Financial Officer
Toyota Financial Services
Ballinger joined Toyota Financial Services in 2003 as
Vice President – Treasury, overseeing the Financial Risk
Management, Sales and Trading, Capital Markets and
Cash Management groups. In 2008, he assumed the
position of Chief Financial Officer.
Zanny Minton-Beddoes
U.S. Economics Editor
The Economist
A member of The Economist team since 1994,
Minton-Beddoes now oversees all American and global
economics coverage. She is a regular commentator on
major media programs including Marketplace (NPR),
CNN, MacNeil-Lehrer Newshour, CNBC and Public Interest.
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Highlights of 2009
Choose sessions from three tracks …
or bring three people and cover it all!
T r a ck s i n c l ud e
Successfully introduced last year, the three-track options
offer flexibility so your time is spent on targeted learning to
meet your business needs. Make your Summit experience
invaluable by attending the sessions most relevant to you.
➤
Executive Leadership & Development
Presented by
FEI’s Career Services
Mastering crucial conversations; Preventing ethical
pitfalls; Managing generational diversity
➤
Corporate Finance for Private Companies
Sponsored by
PricewaterhouseCoopers
Private Company Services
Presented by
FEI’s Committee on Private Companies
Promoting wellness for financial health; Containing
costs of going green; Sustaining cost-optimization
➤
Finance & Information Technology
Sponsored by
Infogix
Presented by
FEI’s Committee on Finance & Technology
Understanding IT implications of IFRS;
Establishing privacy and data protection priorities;
Planning effective eDiscovery
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M ay 3 , 2 0 0 9
Sunday
Schedule of Events
1:00 p.m. – 7:30 p.m.
R e g i s tr a t i o n
7:30 p.m. – 9:30 p.m.
Opening Reception in the Lone Star Atrium
M ay 4 , 2 0 0 9
MONday
Join us in the resort’s signature Texas-sized atrium for cocktails and a menu of heavy hors d’ouvres
designed by Executive Chef Ty Thoren. Surrounded by acres of indoor gardens and winding
waterways, you’ll take in the welcoming Texas spirit as you mingle with your fellow Summit
attendees. Come meet new faces and reconnect with others from past FEI events.
7:30 a.m. – 8:20 a.m.
B r e a kf a s t S e s s i o n S
2009 Annual Report: Technology Issues for Financial Executives
Focusing on specific information technology issues, priorities and plans for financial officers, the
results of the 11th Annual joint CFIT/FERF research report conducted by Gartner will be shared
by the report’s author. An open, roundtable discussion will follow where attendees may pose
questions directly to the author.
John E. Van Decker, Research Vice President, Gartner
Presented by Gartner ~ Sponsored by Infogix
Addressing IFRS in the Downturn – What’s Right for Your Company
Even as companies focus on managing through the economic downturn, IFRS continues to be a
key issue for companies to face. Recognizing that careful planning can effectively manage long-term
costs and surprises, more U.S. companies are looking for ways to address IFRS now to competitively
position themselves for the future. This session will review the latest IFRS developments from the
Securities and Exchange Commission (SEC); provide lessons learned from U.S. companies assessing
and implementing IFRS; present key accounting, finance, tax, people, and systems considerations;
and generate discussion around key issues and questions related to IFRS.
Rodney Lenfant , Partner, Deloitte & Touche LLP
Sponsored by Deloitte
8:30 a.m. – 9:15 a.m.
Welcome and Opening of Conference
9:25 a.m. – 10:15 a.m.
O p e n i n g K e y n o t e Addr e s s
Building Investor Confidence and the New Financial Landscape
Formerly head of U.S. cash equities and a past partner and co-Head
of the Equities Division for Goldman Sachs & Co., Niederauer will
address the elements needed to restore investor confidence and build
momentum for economic recovery. He will explore the factors at play
since the beginning of 2009 and key issues and opportunities related
to the current investment landscape.
Duncan L. Niederauer, Chief Executive Officer, NYSE Euronext
10:15 a.m. – 10:45 a.m.
Networking Break in Exhibit Hall
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M ay 4 , 2 0 0 9
MONday
11:00 a.m. – 12:15 p.m.
C o n curr e n t T r a ckS
Executive Leadership & Development
Presented by FEI’s Career Services
➤➤
Better Ethics NOW — Charting a Course to Avoid a Storm
All too frequently, news of yet another high-profile business’s ethical wrongdoing hits the
media. In addition to increasing the costly needs of ethical oversight and management, each
incident also underscores the public’s ever-diminishing trust in corporations and institutions —
perceptions which impact the bottom line for years to come. This session will provide simple but
essential foundation ideas for preventing ethical pitfalls, including ways to assure your employees
keep ethics in mind in every business decision and five concrete things you can do today to
dramatically reduce your ethics risk and that of your company.
Christopher Bauer, Ph.D., HSP, CFS, Author, Bauer Ethics Seminars
Corporate Finance for Private Companies
Presented by FEI’s Committee on Private Companies
Sponsored by PricewaterhouseCoopers Private Company Services
Turning the Tide: How Wellness Promotion Can Combat
the Healthcare Crisis
➤➤
As healthcare treament costs continue to rise, most companies recognize the potential
cost-savings of wellness promotion programs yet few know how to implement them
for the greatest return on investment. In fact, many strategies simply don’t work. This
discussion will provide insight into what investments really work and which ones do not,
and will introduce ways you can promote “active consumerism” and emphasize personal
accountability as a means to offset the trend of rising costs.
Wally Gomaa, Senior Vice President, Holmes Murphy & Associates
Finance & Information Technology
Presented by FEI’s Committee on Finance & Information Technology
Sponsored by Infogix
➤➤
Guidance on Automating Internal Controls
With ever-increasing scrutiny on internal controls and the recent regulatory changes making the
process more complex ­­— it is critical for today’s executive to understand where and when to invest
in the automation of internal controls. In this session you will learn the key factors in the selection
and implementation of automated control technologies and how best to cost effectively enhance
internal controls from financial-controls experts from both large and mid-size companies.
12:15 p.m. – 2:00 p.m.
Luncheon in Exhibit Hall
2:15 p.m. – 3:30 p.m.
Executive Leadership & Development
Presented by FEI’s Career Services
➤➤
voiding the Ethics Risks They Never Told You About in
A
Business or Accounting School!
Many of the ethical issues we face in our careers are actually well outside of our expertise
as financial executives. Will you recognize them and know how to respond appropriately?
Some of these situations require specific responses while for others there is no clear right
or wrong response. How will you manage these disturbing and potentially extremely costly
issues? Using real world examples of ethical situations and an entirely interactive format,
Dr. Bauer will help you understand the “nuts and bolts” of ethical reasoning and how to
apply it to your decision-making during these often-unseen or ignored ethical challenges.
Christopher Bauer, Ph.D., HSP, CFS, Author, Bauer Ethics Seminars
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M ay 4 , 2 0 0 9
MONday
Corporate Finance for Private Companies
Presented by FEI’s Committee on Private Companies
Sponsored by PricewaterhouseCoopers Private Company Services
Finding Direction for Sustainable Cost-Optimization Measures
➤➤
As history has proved, cost cutting alone is not enough to ensure company survival during
challenging times. Successful restructuring and cost-containment requires precision in the
effective use of all assets at a company’s disposal. This session will include an overview of
key strategies for operational restructuring, cash tax planning and other sustainable costoptimization strategies.
Moder ator :
David Zimmerman, Partner, PricewaterhouseCoopers Private Company Services
Panelists:
Mike Giguere, Director, PricewaterhouseCoopers LLP
Tom Kiraly, Chief Financial Officer, Concentra, Inc.
Aron Minken, Director Human Resource Services, PricewaterhouseCoopers LLP
Shyam Venkat , Principal, U.S. Financial Risk Management Practice, PricewaterhouseCoopers LLP
Finance & Information Technology
Presented by FEI’s Committee on Finance & Information Technology
Sponsored by Infogix
Sailing Through IFRS: Leveraging Your Information Systems
➤➤
With IFRS adoption beginning to take shape, large, mid-market and Fortune 1000
companies are wise to plan ahead for the costs associated with it. With a recent KPMG
paper citing 50 percent of IFRS costs will be for IT (and others estimating almost 75
percent or more) businesses need to plan now for the future IT implications of IFRS. This
discussion will help you plan for necessary IT-related changes, and provide insight into
leveraging the whole endeavor to help actualize business strategy as well as realize cost and
resource optimization.
Brad Fisher, Partner – IT Advisory Practice, KPMG LLP
3:30 p.m. – 4:00 p.m.
Networking Break in Exhibit Hall
4:15 p.m. – 5:15 p.m.
General Session
Themes on the Economy
Named one of the top economic forecasters in the country by The
Wall Street Journal, Swonk will present a dynamic examination of
the current trends shaping the economy. Widely praised for her
unpretentious, clear commentary into national trends and issues
which she shares monthly in the Themes on the Economy newsletter,
Swonk will share knowledgeable insights that have made her an
invaluable resource for policymakers and business leaders from
Washington to Tokyo.
Diane Swonk, Chief Economist and Senior Managing Director, Mesirow Financial
5:15 p.m. – 7:15 p.m.
Reception in the Exhibit Hall
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M ay 5 , 2 0 0 9
TUESDAY
7:30 a.m. – 8:20 a.m.
B r e a kf a s t S e s s i o n Surviving and Thriving: Securing Credit Throughout The Crisis
Practical guidelines and financing options will be presented to help secure what your
company needs from your bank during this credit crisis. Get tips on documentation
needed to lock-down credit and communication hints on how to formalize your
relationship with your banker(s). Plus, find out what financing options are currently
available and how best to leverage them for divestitures or acquisitions.
Presenters:Jack F. DiFranco, National Practice Leader, Transaction Advisory Services and
Corporate Finance, Grant Thornton LLP
Marti Kopacz, Managing Principal, Corporate Advisory and Restructuring Service,
Grant Thornton LLP
Sponsored by Grant Thornton, LLP
8:30 a.m. – 8:45 a.m.
Opening Remarks
8:45 a.m. – 9:35 a.m.
G e n e r a l S e s s i o n The End of the World as We Know It,
and What Finance Can Do About It
Chris Ballinger joined Toyota Financial Services in September
2003 as Vice President - Treasury, overseeing the Financial
Risk Management, Sales and Trading, Capital Markets and
Cash Management groups. Promoted to Group Vice President
in December 2006, he also assumed the responsibility for
Global Treasury for Toyota Financial Services Corporation.
In 2008, he assumed the additional responsibilities of Finance
and Accounting, taking on the Chief Financial Officer as well.
Ballinger reports to George Borst, President and CEO.
Prior to joining Toyota, he served as Assistant Treasurer for Providian Financial, Vice
President of Treasury for Bank of America, and Staff Economist at the President’s
Council of Economic Advisors under President Reagan.
Ballinger received a bachelor’s degree in Economics from Amherst College and a
master’s degree in Economics from the University of California Berkeley.
Chris Ballinger, Chief Financial Officer, Toyota Financial Services
9:45 a.m. – 10:15 a.m.
Networking Break in the Exhibit Hall
10:15 a.m. – 11:30 a.m.
C o n curr e n t T r a ck s Executive Leadership & Development
Presented by FEI’s Career Services
➤➤
Understanding and Managing Generational Diversity
in the Workplace
Each new generation entering the workforce brings a new set of skills, expectations
and values which are often divergent from those of other generations. These differences
can create tension and workplace dilemmas that require new management strategies.
This multimedia session will provide an opportunity to see the workplace through
the eyes of Generation Y and X professionals and present strategies for managing
inter-generational relationships.
Natalie Holder-Winfield, Diversity & Employment Law Consultant, Quest Diversity Initiatives
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N av i g at i n g N e w R e a l i t i e s
M ay 5 , 2 0 0 9
TUESDAY
Corporate Finance for Private Companies
Presented by FEI’s Committee on Private Companies
Sponsored by PricewaterhouseCoopers Private Company Services
Going Green Without Seeing Red
➤➤
Driven by escalating energy prices and consumer demands for environmental awareness
and social responsibility, more companies are undertaking the hugely ambitious task of
“greening” their organizations from start to finish. With an update on the regulatory and
legislative outlook on the Greening of American Business, this panel discussion will explore
green cost-containment strategies, and tactical relationships that can save time and money
while promoting good corporate citizenship.
Moder ator :
Matthew M. Miller, Senior Director, Government Affairs, Financial Executives International
Panelists:
Joseph S. Hezir, Vice President, EOP Group, Inc.
Kaushik K. Vyas, Vice President, SAIC
Finance & Information Technology
Presented by FEI’s Committee on Finance & Information Technology
Sponsored by Infogix
The Truth About Privacy, Data Protection, and Cybersecurity
➤➤
By the time a data breach has occurred at your company, it’s too late to assess privacy and
cybersecurity priorities. Whether the violation leaked millions of customers’ information or
exposed an internal regulatory issue, dragging your company through protracted litigation
or regulatory action, the damage has been done. Profits will be in peril, morale will suffer
and the negative publicity will be far-reaching. Yet ample privacy and data protection
continues to elude even the world’s top companies. Describing ways to build a successful
enterprise-wide program for privacy, data protection, and cybersecurity, this session will
include the three greatest privacy pitfalls for financial services companies.
Christopher T. Pierson, Chief Privacy Officer, Senior Vice President, Citizens Financial Group, Inc.
11:30 a.m. – 1:00 p.m.
Luncheon in the Exhibit Hall
1:15 p.m. – 2:30 p.m.
C o n curr e n t T r a ckS
Executive Leadership & Development
Presented by FEI’s Career Services
➤➤
Influential Leadership: How Crucial Conversations Can Change Anything
Based on the New York Times bestselling book, “Crucial Conversations: Tools for Talking
When Stakes are High,” this captivating session highlights the communication skills natural
leaders use in high-stakes and emotional conversation. Learn the steps for mastering crucial
conversations and harnessing the power of turning every employee interaction into an
experience that achieves synergy, alignment, and agreement.
David Maxfield, Vice President Research and Senior Consultant, VitalSmarts
Corporate Finance for Private Companies
Presented by FEI’s Committee on Private Companies
Sponsored by PricewaterhouseCoopers Private Company Services
Weathering the Turbulent Economic Environment
➤➤
As the stock market rises and falls with little or no warning, and credit becomes increasingly scarce,
senior financial executives at companies of all sizes face unprecedented demands and challenges.
How can you survive the challenging economic climate? What challenges lie ahead? Join the discussion
of this experienced panel to hear strategies on navigating the current credit markets.
Moder ator :
Christine DiFabio, Vice President, Advocacy and Accounting Policy, Financial Executives International
Panelists:
Tim Hart , Treasurer, First National of Nebraska
Harvey Rosenblum, Executive Vice President and Director of Research, Federal Reserve Bank of Dallas
J. Fentress Seagroves, Partner, PricewaterhouseCoopers LLP
SUMMIT09
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M ay 5 , 2 0 0 9
TUESDAY
Finance & Information Technology
Presented by FEI’s Committee on Finance & Information Technology
Sponsored by Infogix
➤➤
Charting a Course for a Sound eDiscovery Process
The amended Federal Rules of Civil Procedure (FRCP) established stricter expectations
for electronically stored information (ESI), and many large, public companies have
incurred severe fines and litigation penalties due to eDiscovery failures. “We can’t find
that information” is not a defense, and ad-hoc programs are extremely costly and often
come up short. A comprehensive eDiscovery process must be able to get the job done
in a scalable and effective manner, under tight deadlines, and with the joint efforts of
multiple groups, particularly legal and IT.
In this session you will discover ways to implement a process-oriented approach
for preserving ESI, how to establish effective search strategies, what pre-litigation planning
needs to be done now, and the essential components of building an eDiscovery team.
Jason Priebe, Partner, Seyfarth Shaw LLP
2:45 p.m. – 4:00 p.m.
View from the C-Suite
Navigating New Realities
Moderated by the U.S. Economics Editor for The Economist,
this interactive roundtable will bring industry leaders from
telecommunications, energy and transportation together to
discuss top-down perspectives and insights on steering their
companies and teams through the uncertain currents of today’s
domestic and global economy.
Moder ator :
Zanny Minton-Beddoes, U.S. Economics Editor, The Economist
Panelists:
Richard G. Lindner
Senior Executive Vice President &
Chief Financial Officer
AT&T
4:00 p.m.
Patrick Mulva
Vice President & Controller
Exxon Mobil Corporation
Laura Wright
Senior Vice President &
Chief Financial Officer
Southwest Airlines Company
Closing Remarks
Ag e n d a s ubj e ct t o ch a n g e
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M ay 6 , 2 0 0 9
WEDNESDAY
C o w b o y s G o l f C l ub Out i n g
(Requires separate registration)
Whether you’re a seasoned player or golf novice, you’re invited to experience the world’s
first and only NFL-themed golf course set on a lush 159-acre site highlighting the
North Texas landscape. More than just a morning on the links, this outing is a great
opportunity to meet and connect with your financial executive peers.
For more information visit www.cowboysgolfclub.com
6:15 a.m. – 6:30 a.m.
Bus departs from the Gaylord Texan Resort
6:45 a.m. – 7:45 a.m. Breakfast & Check-in at the Cowboys Golf Club
8:00 a.m. – 12:30 p.m.
Shotgun start
12:45 p.m. – 1:45 p.m.
Luncheon at the Cowboys Golf Club
2:00 p.m. Bus returns to the Gaylord Texan Resort
The day includes round trip transportation to/from the Gaylord Texan Resort, 18-holes of
golf (including green fees, cart fees, practice balls, range access, tournament services and
tax), deluxe breakfast, buffet luncheon, all non-alcoholic drinks, and snacks on the course
and in the club house.
Fee: $185.00
*** Requires a separate registration – Space is limited – register early!
Who should attend Summit?
➤
➤
SUMMIT09
➤ VP s o f F i n a n c e
CFOs
Tr e a s u r e r s ➤ C o n t r o l l e r s
➤ Internal Auditors
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Gaylord Texan Resort
& Convention Center
on Lake Grapevine
Situated on four-and-a-half acres of Texas vistas
on the shores of beautiful Lake Grapevine, the
Gaylord Texan offers world-class facilities with
authentic Texas style and hospitality. With aweinspiring indoor gardens and winding waterways
under its signature atriums, the resort boasts
multiple restaurants, unique shopping, a 25,000
square-foot spa and fitness center and more —
all designed for guests to enjoy the energy and
excitement of the Lone Star State.
Cowboys Golf Club
Adjacent to the Gaylord Texan, the par 72
championship course sits on a 159-acre site
surrounded by an oasis of trees, waterways and
natural habitats that provide dramatic elevation changes and magnificent views which
are truly unique to the North Texas area. Rated the #1 Daily Fee course in the Dallas/
Ft. Worth area by the Dallas Morning News, and the #1 Course in the Southwest by Zagat
Guides, the Cowboys Golf Club offers variety and contrast for the enjoyment of players at
all levels and also features a massive practice range and a star-shaped putting green.
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N av i g at i n g N e w R e a l i t i e s
Registration Form
First Name, Last Name (Please type or print)
Name for Badge
Title
Company
Business Address
City/State/Prov
ZIP/Postal Code
Business Phone
Business Fax
E-mail (required)
Admin’s Name
Phone
E-mail
Payment Information:
 Member
$1,045
(Rate after 4/6/09: $1,245)
 FEI Membership +
Free Conference Registration $645
(Offer not available after 4/6/09)
 Non-member
$1,245
(Rate after 4/6/09: $1,445)
Day Pass
 May 4 or  May 5
$595 (Excluding Opening Event)
 Guest/Spouse:
(A non-business related acquaintance)
$275 (Includes Opening Event)
Name: ________________________________________________________________________
In accordance with the Americans with Disabilities Act, do you have any physical/dietary needs?
 No
 Yes. If yes, please specify ______________________________________________________
Golf Event – May 6
 YES, I wish to attend (fee: $185)
Handicap _________ Pair with: __________________________________________________
 Guest/Spouse (fee: $185) Handicap _________
For golf event information visit: www.financialexecutives.org/summit
Payment Type:
 American Express®
 Diners Club®
 Discover ®
 MasterCard®
Card Number  Visa®
 Check
Expiration Date
Card Holder’s Name
Signature
Date
Conference Cancellation/Refund Policy
If you need to change your plans, you may transfer your registration to another person at any time.
If you must cancel for any reason, notify Financial Executives International in writing by April 5 to
receive a refund, less a $50 processing fee. Cancellations received from April 6-12 will be issued a credit
to a future FEI conference good for one year, less a $50 processing fee. No
credits or refunds will be issued for no-shows or cancellations after April 12.
Contact us by email at conf@financialexecutives.org, by phone 973.765.1000
or 973.765.1029, by fax 973.765.1031 or by mailing to: Financial Executives
International 200 Campus Drive, Suite 200, Florham Park, NJ 07932.
SUMMIT09
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➤➤
Three Ways to Register
W e b www.financialexecutives.org/summit
F a x 973.765.1031 (24 hours)
M a i l Complete the registration form and return it with payment to FEI, 200 Campus Drive, Suite 200, Florham Park, NJ 07932. Fees must be paid in advance and must accompany a registration form.
Registration Information
R e g i s tr a t i o n
Your registration fee covers all sessions, conference materials, breakfast sessions, refreshment breaks,
luncheons, Monday’s evening reception and Sunday’s opening event in the Lone Star Atrium at the
Gaylord Texan Resort & Conference Center. Please note the post-Conference golf outing Wednesday
is not included in the registration fee; a separate registration is required.
G u e s t / S p o u s e R e g i s tr a t i o n f e e
Your registration fee covers all social events on Sunday, Monday and Tuesday. Please note the
post-Conference golf outing Wednesday is not included in the guest/spouse registration fee.
Opening Event
The opening event will be held at the Gaylord Texan Resort & Conference Center in the Lone Star
Atrium on Sunday, May 3 from 7:30 p.m. to 9:30 p.m. Name badges will be required for admittance and
can be picked up at the FEI Registration desk located in the Grapevine Ballroom Pre-function Area.
Hotel Re servations
A block of rooms has been reserved at the Gaylord Texan Resort & Conference Center at a group rate of
$225.00 single/double plus taxes and resort fees. The Gaylord Texan requires a one-night credit card deposit
upon making reservations. Hotel cancellation is 72 hours prior to arrival date to ensure a full refund. Any
reservations received after the cutoff date of March 31 (or if the group rate sells out early) will be on a spaceavailable basis only. The hotel nor FEI will guarantee group rates if reservations are confirmed after March 31
or if the block sells out earlier. Reservations may be made by calling the Gaylord Texan reservation lines at
817.778.2000 or 866.782.7897 (ask for the FEI/Financial Executives International Summit rate) or online
at www.gaylordhotels.com/gaylord-texan (click on Rates & Reservations). In the “Group Code and Special
Offer” box insert A-FFI09 and receive a discounted group rate.
C PE C r e d i t s
FEI is registered with the National Association of State Boards of Accountancy
(NASBA), as a sponsor of continuing professional education on the National
Registry of CPE Sponsors. State boards of accountancy have final authority on the
acceptance of individual courses for CPE credit. Complaints regarding registered
sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth
Avenue North, Suite 700, Nashville, TN 37219-2417. Web site: www.nasba.org
For more information regarding administrative policies such as complaints and refunds, please contact our offices
at 973.765.1000. In accordance with NASBA guidelines, 50 minutes equals one credit hour. Some states boards
may differ on how many minutes constitute a credit hour. Contact your state board for more information.
Instructional methods: Group-Live.
Experience Level: Basic.
➤➤
Recommended CPE credits: Up to 13.
Prerequisites/advance preparation: None.
FREE Summit registration for new FEI members!
Join FEI by April 6, 2009, and save $100 on your first year of membership,
plus receive FREE registration to Summit 2009.
Am e r i c a n A i r l i n e s
American Airlines has partnered with FEI to provide a group travel discount of 5% to those that will
be traveling to the Dallas-Fort Worth Airport (DFW) or Dallas Love Field Airport (DAL) between the
dates of May 1-7 for Summit 2009. For reservations, call 800.433.1790, and refer to authorization number
ANA2259AQ or book directly online at www.AA.com and pay no ticketing fees.
Continental Airlines
FEI has partnered with Continental Airlines to offer a discount off published fares of 2% to 15%
or Zone fares on travel to Texas, Dallas Love / Ft. Worth. Book for Summit travel online at
www.continental.com and enter your Offer Code ZETXDN2L9L in the Offer Code box
when searching for your flights. If booking through a travel professional or MeetingWorks at
800.468.7022 and provide the following information: Agreement Code: DN2L9L; Z Code: ZETX
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FEI would like to recognize our Strategic Partners. We are proud of our association with these fine companies.
SUMMIT09
Logos have been provided by the company represented and are considered trademarks of their representative companies.
200 Campus Drive
Florham Park, NJ 07932
financial leadership for challenging times
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