What! They Want KPIs Too?
Wednesday, December 7 @ 8:30 a.m.
The offices of Goodwin at
The New York Times Building (620 8th Avenue)
Our agenda will start with networking and breakfast from 8:30 a.m. to 9:00 a.m. Our program will start at 9:00 a.m. and end at 10:30 a.m. with more time for networking.
Key Performance Indicators, or KPIs, are an important component of corporate performance management (CPM) and can help executives and management understand how the business is performing against its goals to help drive decision making. But how do you select the right KPIs for your business? And then once selected how do you report on them and incent your team to manage to their KPIs?
Join our panel of experts on Wednesday, December 7th as we discuss best practices in selecting, reporting and managing KPIs for different functions including Finance, Sales/Revenue, Information Technology (IT) and others.
Through this session, attendees will learn:
How KPIs are selected and communicated - how many to have and how to align them to corporate goals and objectives.
How other business unit leaders consider their own metrics for success, and how CFOs can help these leaders manage to those metrics with operational KPIs
How CFOs can help their organization proactively monitor and understand their operational KPIs, and when and how to act based on their results
How to retire or reframe historical or poorly-chosen KPIs
To register for this program, simply click the green button above. CFO Leadership Council members may attend this program for free. Non-member senior financial executives who are CFOs, Vice Presidents of Finance, Directors of Finance and Controllers (or the like) are welcome to attend this program at a one-time cost of $75.
Please note that service providers or any executives who are not senior financial executives (CFOs, Vice Presidents of Finance, Controllers, Directors of Finance, etc.) will not be admitted attendance to this event. The CFO Leadership Council reserves the right to decline any registration.
More Information & Refunds:
For more information about this program or The CFO Leadership Council, please contact Debbie Lindner, Marketing Director, NYC Chapter at email@example.com.
If you would like to cancel your ticket or request a refund, please contact Debbie Lindner, Marketing Director, NYC Chapter at firstname.lastname@example.org. Refunds are available up to 24 hours prior to the program.
- Program level: Advanced
- Field of Study: Statistics
- Recommended CPE: 1.5 CPE
- Program Prerequisites: None
- Advanced Preparation: None
- Delivery Method: Live/Group
The CFO Leadership Council 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. Website: www.nasba.org
About Our Speakers
Ian Charles, Chief Financial Officer, Host Analytics
Ian Charles is a strategic CFO with broad financial experience and a passion for building businesses.
Having amassed 15 years of experience in senior finance roles, Ian was the CEO of IMC Capital Partners, where he led many successful software investments and advised technology startups in strategic development and financial analysis. Ian was CFO at RMG Networks, a digital media firm backed by Kleiner Perkins that grew rapidly and executed multiple acquisitions to establish a leadership position in digital out-of-home media.
Ian was a founder and CFO at Rex & Co, SVP of corporate development for UNX, and vice president and equity research analyst for SG Cowen. He started his career as director of corporate development for AOL Time Warner, leading new acquisitions and strategic partnerships.
Ian comes to Host Analytics via The Brenner Group, and advises leading startups, including Skava and Joyent.
Ian holds a bachelors’ degree in political science from the University of Colorado Boulder and an M.B.A. in finance from The University of San Francisco. He competes in triathlons and enjoys cooking and sailing.
Michael Facendola, Chief Financial Officer, Truveris
Mike Facendola is the Chief Financial Officer of Truveris, leading finance & administration for this Manhattan based healthcare technology company. He has over 15 years of experience in finance and accounting including SEC Reporting, Sarbanes-Oxley compliance, mergers and acquisitions, and working with boards of directors, investment and commercial banks, venture capital and private equity. Prior to that, he was Chief Financial Officer at Collective, an advertising technology company. Prior to Collective, he was Vice President of Finance at Epocrates, implementing first year public company requirements and leading the finance function through the Company’s acquisition by Athenahealth. Prior to Epocrates, Michael was the Chief Financial Officer of Aureon Biosciences, responsible for finance, HR, and IT, where he helped raise multiple rounds of private financing. He began his career in the assurance practice at Arthur Andersen, LLP and is a licensed Certified Public Accountant in the state of New Jersey. He holds a B.A. in Accounting from the University of Massachusetts – Amherst Isenberg School of Management.
Adam Millsom, Director, Silicon Valley Bank
As the Director of Silicon Valley Bank’s New York City Growth Team, Adam is responsible for managing banking relationships and providing debt financing to companies in New York, northern New Jersey, and Connecticut, ranging from $10 million to $75 million in revenue. He began his career at Bank of America, working with business banking and middle market lending teams.
Adam holds a Bachelor of Arts degree in International Business from Lehigh University.
John O'Rourke, VP Product Marketing, Host Analytics
The Vice President of Product Marketing at Host Analytics, John has more than 30 years of experience in the software industry, including 16 years in EPM Product Marketing at Hyperion Solutions and Oracle. He has worked with many customers and partners on financial reporting and planning initiatives and has spoken and written on many topics in enterprise performance management. In addition, John has held positions in strategic marketing and product marketing at Dun & Bradstreet Software, Kenan Systems, and Decisyon.
John holds a Bachelor of Science degree in Accounting from Bentley University and an MBA from Boston College.