2010 New Zealand CFO Summit

About

The CFO Summit
The CFO Summit has been designed with the CFO and senior finance executive in mind and will be a new and unique opportunity for NZ’s finance leaders from all major industry sectors to examine issues, share insights and best practice.

The Programme
The content has been researched and we have consulted widely with CFOs throughout the New Zealand market. An Advisory Panel of respected CFOs has been established to provide further insight and comment as content partners.

The CFO Advisory Council is:
» Andrew McKenzie, General Manager Finance, Auckland City Council
» Brent Penrose, Partner, Ernst & Young
» Bruce Simpson, General Manager Finance, NZ Police
» Grant Ellis, CFO, Restaurant Brands
» Michael Gleissner, CFO, Sealord
» Mark Conelly, CFO, Noel Leeming Group
» Mark Yeoman, Acting CFO, NZ Post
» Mary Craig, Deputy Commissioner Corporate Services, Inland Revenue
» Maurice Horner, CFO, NZ Defence Force
» Roger Hatrick-Smith, Director, VCFO
» Sue Parcell, CFO, InterCity
» Tina Cornelius, CFO, Ministry of Education
» Alex Ball, CFO, Vector

Interactive Roundtable Discussions: Immerse into a topic of your choice, exchange views while interacting with peers
The CFO Summit will provide attendees with the opportunity to interact and reflect over the key issues challenging them and their organisation. With 8 roundtables to choose from, topics will be led by industry experts and participants will be encouraged to add their own ideas, ask questions and share challenges.

International Expert On Strategy
Strategic Focus with Sydney Finkelstein
Sydney Finkelstein, author of Why Smart Executives Fail, is an expert on strategy and leadership, and is the Steven Roth Professor of Management at the Tuck School of Business at Dartmouth. He is widely known as one of the top authorities in his field. His department is the highest rated at Tuck and has helped to propel Dartmouth’s Tuck School to near the top of recent business school ratings—including the number one spot in the most recent Wall Street Journal ranking.

Every paid registration receives a 12-month subscription to Unlimited magazine and a copy of the CFO special publication

2010 Keynote Gala Dinner Speaker Announced
Ray Avery, Chief Executive, Medicine Mondiale, Winner of KEA World Class New Zealand Award 2009, Finalist, 2010 Kiwibank New Zealander of the Year Award

Inaugural 2010 CFO Awards - Honouring New Zealand’s financial leaders
To complement the Summit programme, the Inaugural 2010 CFO awards will be presented during a gala dinner. New Zealand’s CFO Awards are presented to senior financial leaders who have made a contribution to business in New Zealand with quality, insight and steady direction. The Awards may recognise financial executives at different stages in their careers to include seasoned executives, rising stars, or others whose outstanding leadership practices have raised the standards of accountability within the profession.

Entry and Nominations forms can be downloaded from the CFO Awards website Click here

Please contact Sue McIntosh at or call 09-926 9112 for more information on the entry process and eligibility.

The Award categories are:
• CFO of the Year Award 2010

• Finance Team of the Year Award 2010

• Project Initiative of the Year Award 2010

• Lifetime Achievement Award 2010

Awards

CFO Dinner & Awards sponsored by Ernst & Young

2010 Keynote Gala Dinner Speaker Announced
Ray Avery, Chief Executive, Medicine Mondiale, Winner of KEA World Class New Zealand Award 2009, Finalist, 2010 Kiwibank New Zealander of the Year Award

The CFO Summit will also be celebrating the success and achievements of New Zealand’s finance leaders during a Gala Award Dinner at the end of the day. The dinner will be an opportunity for delegates to round off the superb networking aspects of the Summit in a relaxed atmosphere. 

Click here for all the Award details

2010 CFO Awards: Honouring New Zealand’s financial leaders
The Inaugural New Zealand’s CFO Awards will be presented to senior financial leaders who have made a contribution to business in New Zealand with quality, insight and steady direction. The Awards will recognise financial executives at different stages in their careers to include seasoned executives, rising stars, or others whose outstanding leadership practices have raised the standards of accountability within any industry.

Entry and Nominations forms can be downloaded from the CFO Awards website Click here

Please contact Sue McIntosh at or call 09-926 9112 for more information on the entry process and eligibility.

The Award categories are:
• CFO of the Year Award 2010

• Finance Team of the Year Award 2010

• Project Initiative of the Year Award 2010

• Lifetime Achievement Award 2010

Speakers

2010 Keynote Gala Dinner Speaker Announced
Ray Avery, Chief Executive, Medicine Mondiale, Winner of KEA World Class New Zealand Award 2009, Finalist 2010 Kiwibank New Zealander of the Year Award

Ray Avery is the Founder and Chief Executive of Medicine Mondiale, an independent development agency focused on creating sustainable solutions to reduce global poverty. Medicine Mondiale develops products and technologies with applications in both the developing and developed world markets. Ray's inventions include: the design and commissioning of two intraocular lens laboratories which reduced the cost of a lens to US$6 making cataract surgery affordable and available for the world's poorest; the Acuset Improved IV Flow Controller, a foolproof Intravenous Infusion system which costs less than NZ$10; and Proteinforte, a food product that contains freeze dried meat and fruit pulp to deliver a pre-digested protein and energy boost to children in developing countries. Ray spends three months of each year in Africa and Asia. He is trying to raise financial support to build a state-of-the-art manufacturing facility in Nepal to manufacture low cost life saving nutritional products.

David Fincher
David Fincher is a Partner in the Advisory practice of Ernst & Young.  He has over twenty years finance including eighteen years consulting experience in Europe, the US and Asia Pacific covering finance strategy, shared services, finance organisation design, performance management, costing, process design and finance systems across all industries.  He specialises in consulting to CFOs on the changing role of finance and how finance can best support decision making in large organisations.    
His clients have included Qantas, Wesfarmers, British American Tobacco, Coca-Cola, Foster’s, Boral, CSC, Railcorp, Country Energy, Energy Australia, Tabcorp, MLC, Macquarie Bank, Roche, LloydsTSB, Nike, Universal, Disney, UK Ministry of Defence and the UK National Health Service.

Alistair Ryan
Alistair Ryan is responsible for all financial matters including financial reporting, group treasury, investor relations and internal audit.  Alistair is also a director of Christchurch Casinos Limited and Queenstown Casinos Limited.  Prior to being CFO for the Group, Alistair was SKYCITY’s General Manager Corporate, and Company Secretary.  Prior to joining SKYCITY, Alistair was a financial services partner with international accounting firm Ernst and Young.

Chris de Boer
Chris has extensive experience in investment banking, regulation, private equity, venture capital and consulting in London, Hong Kong and Australasia. He worked in London until 1989, moved to Hong Kong for seven years and then came to Auckland in 1996. He was an Adviser to Cable and Wireless plc in Asia/Pacific between 1987 and 2001, Director of Optus Communications, Chairman of the Hong Kong Takeovers Panel, Adviser to the Securities & Futures Commission, Investment Committee Member of GEMS Oriental & General Fund and Chairman of New Zealand Venture Investment Fund and Phitek Systems. Chris is currently Chairman of Sonar6, a Director of Macquarie Media Group and Mobilis Networks and Consultant to NZVIF.

Greg Muir
Greg Muir is currently Managing Director of Tru-Test Limited. Prior to joining Tru-Test he was Executive Chairman of Pumpkin Patch Ltd and Chief Executive Officer of The Warehouse Group Ltd. Greg is currently non-executive Chairman of Pumpkin Patch Ltd, The Blues S14 Franchise, Tourism New Zealand, Pioneer Capital Management Limited, a director of the Auckland Rugby Union and a Trustee of the Eden Park Trust

Janine Smith
Janine has a wide ranging knowledge and expertise as a result of her experience as a CEO, Executive Director and Independent Director with companies in the commercial, arts, and education sectors, both in New Zealand and overseas. She is a Director of The Warehouse Group Limited, The Boardroom Practice Limited, Deputy Chair of Kordia Group Limited, and Chairman of McLarens Young New Zealand Limited. She is currently a member of Massey University College of Business, University of Auckland Short Courses Advisory Boards, and University of Auckland NZ Governance Centre and is a Director of several private companies. Janine is an alumnus of the London Business School and the University of Auckland and is a member of the Institute of Directors. She specialises in boardroom practice, strategic planning, organisational development and organisational change issues for Boards and management.

Jim Moser
Jim began his appointment as CEO of Clemenger Group New Zealand in October 2008.  Prior to his arrival in New Zealand, Jim spent nine years as Managing Director/CEO of Clemenger BBDO Sydney.   During Jim’s leadership of Clemenger BBDO Sydney, he transformed the agency into a dominant market leader.  Over the past decade, Clemenger BBDO Sydney won more AFA Advertising Effectiveness Awards (now Effies) than any other agency in Australia – by a significant margin.  Clemenger BBDO Sydney was awarded both the B&T National Agency of the Year and AdNews National Agency of the Year in 2004 as well as AdNews NSW Agency of the Year in 2006.  Most recently, Clemenger BBDO Sydney won the coveted AdNews Best Campaign of the Year for 2007 – the RTA Pinkie campaign for anti-speeding.  During Jim’s tenure, the agency almost doubled in size and became the single biggest profit contributor to the Clemenger Group Australia.  Prior to his arrival in Australia, he spent seven years with BBDO Europe. His last assignment in Europe was CEO of BBDO Italy based in Milan.  Jim was instrumental in merging the agency with local creative hot shop D’Adda Lorenzini Vigorelli – now known as DLV BBDO.  The merger catapulted BBDO into one of the top agencies in Italy – today, it is ranked in the top five and is one of the leading creative agencies in Europe.  An MBA graduate of the JL Kellogg Graduate School of Management at Northwestern University, Jim has also worked in New York and Chicago for DMB&B. He has experience on major global brands in Europe, North America and Asia.

Judith McKay
Judith McKay is General Manager – Finance & Estates for Auckland University of Technology (AUT).  For the past 15 years she has been intimately involved in the University’s strategic planning and financial reporting processes, being responsible for the preparation of the 10-year financial forecast, the annual budget and campus infrastructure developments. Prior to working at AUT, Judith worked in a number of senior financial roles with the Union Shipping Group of Companies, was company accountant for several manufacturing firms and was an auditor with Price Waterhouse. Judith is a Chartered Accountant, a member of the Institute of Directors and the Institute of Financial Professionals NZ Inc.

Mark Talbot
Mark has been providing financial and consulting services to technology companies and investors since arriving in New Zealand in 1999, including working in the role of Chief Financial Officer for biotechnology, software and renewable energy/materials companies. He originally qualified as a Chartered Accountant in the UK. Prior to relocating to New Zealand he worked for several years in Bermuda with offshore hedge funds, investment holding companies and trusts, initially in the business services group of Ernst & Young, and later managing the Bermuda office of a Moscow-based investment bank. He also spent time with a NYSE listed company establishing a suite of investment products targeted at the Bermuda captive insurance market. Mark’s expertise is in investment and financial management, and in working with executive management teams, boards and investors to optimise financial strategies for business growth. Mark was CFO of Proacta Therapeutics Ltd in 2004 when it won the New Zealand Biotech Company of the year at the New Zealand Hi Tech Awards. Mark is a member of the Institute of Chartered Accountants in England & Wales (ICAEW) and the New Zealand Institute of Chartered Accountants (NZICA).

Mark Yeoman
Mark Yeoman is currently with NZ Post as Acting CFO.  Mark is a chartered accountant and has a diverse commercial, technology, finance and leadership background covering start-ups through large corporations to publically listed companies. Mark began his career with Deloitte, he then worked for Telecom New Zealand, and was part of the team that created and ran Telecom Xtra, New Zealand’s largest ISP.  After taking an executive role (CIO) with Solution6 in Australia, he then raised VC funding to start his own business, focusing on the integration of mobile telephony and the internet.  In 2001 Mark took up a three year role as CEO of Samoa’s state owned telecommunications and postal company.  Mark then returned to New Zealand where he took up the role of CFO with Airways Corporation.  His responsibilities included the commercial group (pricing negotiations with airlines), and governance of non Air Traffic Control ICT for Airways.

Patti Gwynne
Patti has been mentoring and coaching since 2001 and is the Principal Mentor/Coach and a Director of the New Zealand Coaching and Mentoring Centre. She works with, CEO’s, Senior Managers and emerging leaders wanting to step up to the development of Leadership competencies to enhance their strategic thinking. Patti utilises her own personal experiences in senior leadership roles and her clients enjoy her pragmatic yet relaxed style of leadership development. She was Managing Director and co-owner of a successful Medical software IT company in the Health Sector in New Zealand and Australia which grew over 10 years from 5 staff to 40 and serviced over 700 clients, when it was sold in December 2000. Patti holds a Diploma in Community and Social Work, credential of Associate Certified Coach with the International Coach Federation and is a graduate of Coach U International Coach Training School. She has a passion for Mentoring and Coaching and the philosophy of inspiring, motivating and facilitating sustainable change. Patti is committed to actively educating the Profession to work at the highest level of ethics, standards and accountability. To this end, she has been on the Board of the International Coach Federation (Australasia) for four years and currently serves as Chair and President of ICF Australasia and New Zealand.

Phil Allen
After graduating in Natural Sciences from Queens’ College, Cambridge, Phil qualified as a Chartered Accountant with Deloitte & Touche in London before joining Hays plc in 1995. Phil worked as finance director of Hays Banking in the United Kingdom. A significant proportion of this role involved coordinating the facilities management contracts with major investment banks, from tender process through to delivery. In 1999, Phil was appointed as finance director of Hays Specialist Recruitment (Australia) and has play a major strategic role in the development of new initiatives to stream line back office operations and the interactions with customers via the creative uses of technology. Phil’s role extends further than your “traditional accounting practices” and is a valuable member of the Hays APAC Board.

Phillip Meyer
Phillip Meyer is an experienced company director and investment banker.  He is chairman of Australian Financial Services Group, New Zealand Institute of Management Central Inc and Angel HQ, deputy chairman of the Wellington Zoo Trust and the Wellington Regional Orchestra Foundation, a director of Southern Cross Healthcare Group, Kordia Group Limited, Enterprise New Zealand Trust, New Zealand Institute of Management Inc, Young Enterprise Trust, Kordia Group Limited, Institute of Financial Advisors and Crown Monitor of Whanganui District Health Board. He has a number of other commercial business interests in Australia and New Zealand. He is a member of the Disciplinary Tribunal of the Institute of Chartered Accountants of NZ, NZX Discipline and the Hay Group Business Advisory Board. He also chairs the Salvation Army Red Shield Appeal Committee. He was a financial adviser in the Sydney Olympics 2000 Bid and advised Australian State Governments on the growth of economic development arising out of the Olympics. Mr Meyer is an accredited fellow of the Institute of Directors, fellow of the Australian Institute of Management and the New Zealand Institute of Management.  

Rob Tillotson
Rob was born 1950, he was raised and still lives in Auckland. He is a chartered Accountant (CA NZ) and spent 10 years in Chartered accounting (3 in South Africa, 2 in Papua New Guinea). Rob joined the Clemenger Group in 1979 and became Clemenger Group CFO for NZ in 1987.  He joined Australasian holding company board in 1999.

Rod Oram
Rod Oram has more than 30 years’ experience as an international financial journalist. He has worked for various publications in Europe and North America, including the Financial Times of London. Rod and his family emigrated from the UK to New Zealand in 1997. He is currently a columnist for the Sunday Star-Times and God Magazine; a regular broadcaster on radio and television; and a frequent public speaker. Rod is an adjunct professor in the Business School at Unitec. In 2007 Penguin published his book on the New Zealand economy, Reinventing Paradise. Rod was recently named as the Landcorp Agricultural Communicator of the Year, 2009.

Rose Anne MacLoad
Rose Anne is a Senior Fellow at Victoria University of Wellington. Rose Anne has extensive financial skills gained in both the public and private sector in NZ, Australia and England. From developing Crown accounting policies and the format for Crown reporting (part of internationally acclaimed reforms), she has developed accounting standards and held Chief Financial Officer roles in Government and in the private sector.  She has a MBA (Distinction), BCom, is a Chartered Accountant and an alumni of the Harvard Business School. Rose Anne is a member of the National Public Sector Committee for the New Zealand Institute of Chartered Accountants. Rose Anne teaches from first year to post graduate study in accounting and public sector financial management

Simon Moutter
Simon Moutter joined Auckland Airport as Chief Executive in August 2008.  He is responsible for executive oversight of the airport’s delivery to all stakeholders, passengers, airline customers, community, investors and all the people who work at the airport.  Prior to that Simon led Telecom’s Gen-i and Retail Divisions as Chief Operating Officer.  During his nine years at Telecom, Simon managed almost all of the major components of Telecom’s business at one time or another including Network, Operations, Customer Service, Sales and Marketing across the Telecom, Xtra, Gen-i and Ferrit brands.Simon’s time at Telecom was preceded by 13 years in the electricity and gas industries where Simon worked in various senior management positions in the energy sector in Taranaki including CEO of Powerco Ltd, General Manager of New Plymouth Energy and Station Manager at the New Plymouth Power Station.

Stana Pezic
Stana Pezic is currently CFO at Metrowater, Auckland City’s water retailer and infrastructure manager.  Prior to this, she was General Manager at Whitcoulls Group Ltd. She has extensive experience in financial management, general management, strategy development and process change. Her background spans infrastructure, manufacturing and retail, having held various roles with Carter Holt Harvey, Whitcoulls Group, The Warehouse and Esso Australia.

Steve Vaughan
Steve Vaughan is a director of InsideOutWorks, a consultancy specialising in the development of business sustainability. He has doctorate in chemical engineering and his career includes extensive experience in research and development, the management of environmental issues (from local to multinational inter-government negotiations) and the development of and application of risk management techniques including future risks. He has managed a number of large governmental projects requiring complex risk judgements and characterised by both limited information and widely differing risk perceptions. These include the reform of the management of hazardous substances and new organisms and the government’s response to Royal Commission on Genetic Modification.  He maintains a strong interest in the development and application of risk management techniques, recently including areas as diverse as the siting of explosives facilities, the development of irrigation schemes, dealing with flooding, and the investigation of medical incidents. Steve is also the Executive Director for the New Zealand Society for Risk Management.

Sydney Finkelstein
Sydney Finkelstein is the Steven Roth Professor of Management at the Tuck School at Dartmouth College, where he teaches courses on Leadership and Strategy. He teaches executive education at the Tuck School (where he serves as the Faculty Director of the flagship Tuck Executive Program), and also has experience working with executives at Northwestern, Wharton, Duke, Bocconi, London Business School, Australian Graduate School of Management,Melbourne Business School, Hanoi School of Business, the Chalmers School (Sweden) and the Helsinki School of Economics. Professor Finkelstein has published 11 books and over 60 articles, including the #1 bestseller in the U.S. and Japan,Why Smart Executives Fail (www.whysmartexecutivesfail.com). Professor Finkelstein has conducted extensive research on strategic leadership and corporate governance, and published numerous articles in the major journals in his field. He is an expert on mergers and acquisitions, executive decision-making, executive compensation, and boards of directors. He has participated on numerous CEO forums, been interviewed or had his work appear in numerous leading media outlets, and served as consultant and speaker for major companies around the world, including Aetna, American Express, Bank of Montreal, Barclays, Boeing, Cerberus, Chevron, Deloitte, Deutsche Bank, GE, Glaxo,ING, ITT, J&J, JP Morgan Chase, Mayo Clinic, Korn-Ferry, McGraw-Hill, McKinsey, Monsanto, Morgan Stanley,Novartis, PwC, Raytheon, Roche, Russell Reynolds, and UBS.

Tim Regan
Tim Regan is the CEO of TJS Services, a fast growing facility services company. Prior to that he was COO and former CFO of ASX listed property group Mirvac, and until acquisition, James Fielding Group.  In the lead up to 2000 Tim worked with the Sydney Organising Committee for the Olympic Games for five years in a variety of commercial and operational roles.  Tim’s career started at PricewaterhouseCoopers where he worked for 10 years in its infrastructure and insolvency divisions.  Tim is the current President of Financial Executives International (FEI) Australia, a Fellow of Chartered Accountants (FCA) and Fellow of Australian Property Institute (FAPI).  He is also Deputy Chair for Australian Theatre for Young People.

Agenda

Sponsors

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Project Initiative of the Year Award Sponsor

CFO of the Year Award

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