LT CFO Events-Miami, December 2, 2011: What We Learned

What We Learned

Economic Review and 2012 Forecast

Speaker:
Kathryn Rooney Vera, Senior Macroeconomic Strategist and Partner, Bulltick Capital Markets

Key Points:
» Reviewing 2011 economic activity
» External forces impacting growth
» A view toward 2012

Presentation of CFO of the Year – Multinational Award

Latin Trade Honoree – Multinational Dynamic Growth & Expansion
Philippe Schrader, VP, CFO & Strategy, Walmart, Latin America

Improving Forecasting
and Budgeting Processes

Speaker:
Joe Andris, Treasurer/Finance Manager, Latin America, Caterpillar Americas Services Co.
Patricia Cabarcos, Managing Director-North America, Datarisk

Key Points:
» Data collection and information alignment
» Application of tools and techniques
» Lessons learned from 2011/2012 efforts
Multi-country financial management

Speaker:
Carlos Cubias, VP Finance & Accounting,
Latin America Strategy, UPS
Ramon Arcona, Vice President, J.P.Morgan
Treasury & Securities Services

Key Points:
» Balancing country-specific tactics and region-
wide strategies
» Leveraging technology for improved reporting
and control
» Developing and implementing KPIs

Moderator:
Mark Ludwig, President of Variant Advisors, a customs and international trade consulting firm, is also the moderator and contributing editor of LT CFO Events.

LTCFOMiami_12-2-11_summary

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