Executive Coaches:
Denise Kirwan, Quest Consulting and Training
Patti Anesetti, Quest Consulting and Training

 

In this informative keynote presentation, Greg Ip will provide a synopsis of the origins of the recent crisis and recession and explains where growth, unemployment and inflation are headed. He will discuss the outlook for the economy and economic policy and weigh in on the key challenges facing the country; whether taxes, interest rates or regulation.

Greg Ip is U.S. Economics Editor for The Economist, based in Washington D.C. He covers the economy, financial markets, monetary, fiscal and regulatory policy. He contributes to The Economist’s blog, Free Exchange. He has commented frequently on radio and television, including CNBC, BBC, CNN, MSNBC, The Newshour with Jim Lehrer, Washington Week with Gwen Ifill and National Public Radio. He is the author of The Little Book of Economics: How the Economy Works in the Real World (Wiley, 2010). He joined The Economist in July, 2008. Prior to his current job, Mr. Ip was a reporter for The Wall Street Journal, most recently as chief economics correspondent in Washington. He created Real Time Economics, the Wall Street Journal’s online blog of Fed and economic news.

Budgets are often seen as Fixed Performance Contracts that force managers, at all levels, to commit to delivering specified financial outcomes, even though many of the variables underpinning those outcomes are beyond their control. Recognizing these shortcomings, Norton Lilly International (NLI) embraced the concept of Beyond Budgeting and thus eliminated its Budgeting Process.

In this session, Jim Burton, CFO of Norton Lilly, will describe their rationale for embracing Beyond Budgeting and how they’ve levered the six (6) Beyond Budgeting design Principles – Targets, Rewards, Plans, Resources, Coordination and Controls - to transform to a Rolling Forecast model for managing and controlling its business. Jim will share the historical Budgeting Process at NLI, why it failed to provide what the Company needed and its decision to move toward a Rolling Forecast model, the practical design and implementation hurdles it faced, results to date and how NLI plans to lever in the future.
 

Technology shifts are changing the expectations and requirements of enterprise “business consumers”. Instant Access, Collaboration, Social and Mobile is the new mantra for Enterprise software.

In this seminar, Guy Haddleton, a leader and visionary in the Business Performance Management Software Sector, will examines how today’s technology innovations have been developed  to enable high performance analytics, modeling, forecasting, planning, and reporting.  Additionally, the impact of technology on the role of today’s CFO - via the strategic decision-making processes, financial and operational planning, and performance management - will be discussed.
 

About one in six Fortune 500 CFOs will change this year. Some new CFOs will fail to successfully transition to their new role while others will exceed the expectations of critical stakeholders such as the CEO, board and investors. In this session Dr. Ajit Kambil, Global Research Director of Deloitte's CFO Program, will share insights from his in-depth interviews with first-time and serial CFOs who have successfully navigated their first year in a new CFO role.

As the inventor and leader of Deloitte's CFO Transition Labs, Dr. Kambil has helped numerous Global 500 CFOs think through their transition strategies and frame workable and tangible 180 day work plans. Building on his ground breaking research study, Taking the Reins, and numerous transition labs with global CFOs, Dr. Kambil will discuss strategies for effectively managing the critical resources of time, talent and relationships during transitions. He will share some of the key regrets of CFOs in transition and also cover the critical traits, skills, relationships and moments that matter in the development of CFOs.
 

It's important to recognize how a company's strategic decisions will affect accounting policies, internal controls and accounting treatments. As corporate leaders consider their strategic opportunities—and the attendant challenges – accounting decisions are at the forefront. This session will provide an overview of the new accounting and reporting models and explore how you can prepare your company to address these oncoming challenges.

Corporations are making choices, from strategic acquisitions or divestitures to improving operations, from better incorporating the finance function into decision-making to implementing better cost controls enterprise-wide.  Alongside these choices, they face ongoing change in accounting guidance across multiple jurisdictions, including ongoing convergence between US GAAP and IFRS (key areas - revenue recognition and leasing) and a broader discussion about the future of IFRS for US SEC registrants.
 

When a formal succession management plan exists, the CFO may be the logical and best choice to replace the CEO.  CFO-to-CEO promotions occur in about a third of such replacements.  Join Planning For Succession’s CEO, John Szold, for a discussion about how companies identify and develop high-potential leaders and what CFO’s can do to become a CEO candidate.  Mr. Szold will share examples of how robust succession management can broaden the skill set of CFO candidates, diversifying and strengthening the choice of successors.  The session also addresses best practices for identifying and developing high-potential talent leaders within your organization, including for CFO succession.  Topics include:

• how involvement in areas other than finance helps prepare you;
• circumstances favoring the CFO as the CEO successor;
• barriers to being a candidate and what can be done to overcome them;
• how Human Resources staff, corporate culture and CEO/Board attitudes influence internal development; and
• developing a talent pipeline within the finance area.

In this private one-to-one coaching session, you and your coach collaborate as a team, focusing on YOUR goals and vision. You bring the desire to achieve, a willingness to discover new approaches and a readiness to take action. Your coach will contribute provocative questions, new perspectives, straight talk, and authentic encouragement. You’ll leave with actionable solutions, insights, and strategies that are custom-designed for creating success in your organization, your career, and your life.
 
For the past 32 years, Quest Consulting and Training Corporation has been known as a creative, performance improvement company that combines strategic thinking with an understanding of global challenges and today's workplace. Quest is an OD, Learning and Executive Coaching company that consistently delivers exceptional results and great ROI.

Quest partners with you to facilitate strategic planning, address organizational issues
and manage changes.  In order to strengthen your leadership pipeline, Quest helps you coach leaders on how to develop custom learning solutions while improving talent management at the same time. With over 60 topics available, Quest can quickly customize learning programs for you and teach you how to implement leadership, operations, and service.  Quest consultants use validated tools and techniques to assess the situation and combine ideas in order to prepare a strategic plan.

Quests develops valuable solutions for organizational transitions as well as leadership and talent management challenges. Overall, Quest will strategically customize everything, and become your best partner!
 

• Wall Street Correspondent, Financial Times
• Senior Vice President & Controller, PepsiCo, Inc.
• Controller and Secretary, GE Foundation
• Founder, Partner and Co, Owner TRI Corporation
• CFO, Group Technology Infrastructure, UBS Investment Bank, Inc.
• Finance Segment Leader, E*TRADE Financial Corporate Services, Inc.
• Chairman, Parsons Brinckerhoff, Inc.
• Chief Financial Officer, Sleep Innovations, Inc.
• Chairman, Archer Daniels Midland Company
• Managing Partner, Cohn Consulting Group, a Division of J.H. Cohn