Calendar
CFO Leadership Conference
Wednesday, August 8, 2018 - Thursday, August 9, 2018
San Diego, CA
EVENT DETAILS
Join your peers in sunny San Diego for the 2018 CFO Leadership Conference. Attendees will take part in a networking dinner, hear presentations on key industry issues and discuss hot-button topics during a roundtable with CFO colleagues. This is the perfect opportunity to network and make key connections with colleagues in the industry.
Benefits of participating:
- Discover how others are effectively managing their company’s finances
- Learn innovative ways to increase your company’s profitability
- Network with your industry peers and develop professional relationships
- Continue to interact with roundtable attendees by participating in the CFO e-mail discussion group
AGENDA
Wednesday, August 8, 2018
12:15 p.m. Meet in lobby for transportation to Taylor Guitar
1:00 p.m. Optional Taylor Guitars Plant Tour | 1980 Gillespie Way, El Cajon, CA
A tour of Taylor Guitars will take you through the steps of acoustic guitar construction. From wood selection to final assembly. Taylor Guitars was founded in 1974 and is renowned for blending modern, innovative manufacturing techniques with a master craftsman's attention to detail. The company is a pioneer in the use of computer mills, lasers and other high-tech tools and proprietary machinery.
2:30 p.m. Return to Hotel Republic San Diego
3:30 p.m. Welcome & Introductions
4:30 p.m. Simple Pathways to Profitability | Leslie Boyd, CPA, Principle and Mark Bellows, CPA, Principal, CliftonLarsonAllen
Profitability is a key component to a healthy and sustainable business, but managing profitability and aligning the efforts of your managers in a way that supports improved profitability can be complex and confusing. Leslie will discuss how to simplify your financial business model so you can make informed business decisions to improve profitability, identify new growth opportunities, and ultimately, improve the value of your business.
Discussion topics:
• Understanding the pitfalls of traditional costing and pricing methods
• Using value-added revenue and capacity utilization to significantly improve profitability
• Linking profitability to the typical manufacturing business model
6:00 p.m. Networking Dinner/ Reception | Hotel Republic Rooftop Bar
Thursday, August 9, 2018
8:00 a.m. Continental Breakfast
8:30 a.m. Agenda Setting
9:00 a.m. ERP Presentation | Matt Bordes, Plex
9:30 a.m. Networking Break
10:00 a.m. “Hot-button” Topic Discussions
Possible topic discussions include: terms and conditions, ERP systems, business conditions, profitability, managing cost, managing customer and suppliers relationships and more.
12:00 p.m. Lunch
12:45 p.m. “Hot-button” Topic Discussion
Possible topic discussions include: terms and conditions, ERP systems, business conditions, profitability, managing cost, managing customer and suppliers relationships and more.
2:00 p.m. Adjourn
SPONSOR
LOCATION & HOTEL ACCOMMODATIONS
Hotel Republic San Diego
421 W. B St.
San Diego, CA 92101
619-398-3100
Reserve your room online or by calling the hotel at (888) 797-1884 or (619) 398-3100 to receive the group rate. Reference PMA CFO to receive the special rate of $259 plus tax.
REGISTRATION INFORMATION
$399 PMA member
$550 Nonmember
For more information, please contact Rosemary David.