Join us to hear from seasoned Finance Leaders who will share how they drive for efficiency in transaction-processing as well as provide effective analytical support to operating managers and business leaders. The focus will be on business process excellence that is enabled by sound technology planning and management. You will hear how they frame the pros and cons of strategies such as applying Cloud computing to the realm of finance and accounting. You will also get their advice on how Finance Leaders can best influence broader corporate technology initiatives.

1. Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals
How CFOs Lead IT to Deliver
Enterprise Performance

2. Learning Objectives
After attending this event you will be able to:
• Identify any technology gaps impeding growth at your
company
• Develop an accurate cost/benefit analysis when considering
any type of cloud-based solution or application
• Develop a specific strategy to right-size technology for your
company
• Collaborate more effectively with your company’s IT, sales,
and HR leaders in defining the systems your company needs
to deliver growth in dynamic markets

3. Welcome to Proformative
Proformative is the leading educational resource for corporate finance
professionals.
Announcing the new Proformative Academy:
• On demand video courses taught by peers and SMEs
• Over 125 finance and accounting courses and growing rapidly
• CPE for CPAs, CMAs, CTPs, and CIAs
Check it out atwww.ProformativeAcademy.com

4. Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals
How CFOs Lead IT to Deliver Enterprise Performance
Nick Araco, Jr., President & CEO, The CFO Alliance
Jonathan D. Shapiro, President & CFO, Fragmob
Richard Swinyard, Managing Partner & CFO, CIS
Jeff Allen, CFO, Gold Mobile

5. Agenda
• Panel Introduction
• Lay of the Land- What are the Top Challenges faced by CFOs
– How has the Role of the CFO evolved in terms of Owning
Technology Strategy
What information in available to meet these needs (Big Data)
What technology solutions are available to meet these needs
– Cloud, Cloud ERP, BI, EPM
• What technology solutions are available to meet these needs –
Cloud, Cloud ERP, BI, EPM
• How are the CFOs on our panel and CFOA members are right-sizing
technology to meet these needs
• How do CFOs effectively lead technology strategy from selection,
implementation, management

6. Our Moderator & Panelists
Nick Araco Jonathan Shapiro Richard Swinyard Jeff Allen
CEO CFO Partner &CFO CFO
The CFO Alliance Fragmob CIS Gold Mobile

7. The CFO Alliance
The CFO Alliance is a professional community of 5,000+ Finance Executives
that provides a knowledge-sharing culture with the goal of bringing together
a wide array of decision makers, combining a multitude of perspectives,
expertise areas, and deliberation to arrive at the best ideas and solutions.
Our mission can be summed up in one phrase, "We make connections that
count." We provide Finance Executives with a safe environment where they
can debate, discuss, and dissect the top issues and opportunities keeping
them up at night while building meaningful relationships with peers and
industry experts. Our Members will attest that the opportunities and
framework we continually provide them in learning, networking,
collaboration, and customized connections go a long way towards increasing
confidence in their decision making and maximizing their effectiveness as a
leader, all while contributing to their short and long term success.

8. Jonathan Shapiro, Fragmob
Fragmob
• World leader in providing mobile apps to the $176B direct selling industry
• HQ in sunny San Diego, CA
• Provide mobile and data driven sales productivity tools to help
independent seller make more money in less time
• Hyper growth in 2014
• Grew from 1 client to 7 clients with tailor made solutions for ~1M Users
in over 25 countries on 5 continents
• Increased from 10 FTE in June to 25 FTE today with increasing demands
on development, management, and infrastructure
• On pace for 700% YOY revenue growth in 2015
Jonathan Shapiro,
CFA, CPA
• Co-Founder, President, and CFO of Fragmob
• 16 years in investment, operations, management, and finance; Executed 100+
transactions
• Partner at private equity firm, Ropart Asset Management
• Previously: 4 CFO positions, M&A at UBS Investment Bank, Credit Analyst
• Serve as Board Member to 7 firms
• CFO Alliance – NY Advisory Board
• EMBA: Columbia Bus. School, London Bus. School
• Pace: MS, Accounting
• Rutgers: BS, Computer Science

9. Computer Integrated Services
CIS provides IT solutions for the modern workforce: End User Computing, Identity and
Access Management, Collaboration, Security and Service Desk.

10. Gold Mobile
Gold Mobile is a provider of a unique cloud-based platform geared at
enhancing companies’ mobile ordering, payment, and loyalty programs.
• Gold Mobile enables enterprises to engage with consumers “in-the-moment”
while providing:
1. Personalized offers and content
2. Real-time transactions and payments
3. Instant rewards
Global Mobile clients include Fortune 500 global companies and brands,
healthcare institutions, and retail merchants as well as partnerships with
major banks and agencies who want to add mobile commerce to their
enterprise client’s digital commerce and cash management deployments.

11. Top CFO Concerns
According to the “Pushing the frontiers – CFO insights from the
Global C-suite Study,” published by IBM in May, the Top 3
Concerns are:
1. Measuring and monitoring business performance
2. Providing inputs into enterprise strategy
3. Developing talent in the finance organization
5 other concerns that have become more critical since their last
CFO poll in 2010, include:
1. Optimizing planning, budgeting and forecasting
2. Driving enterprise cost reduction
3. Driving integration of information across the enterprise
4. Strengthening compliance programs/internal controls
5. Processing transactions

12. How CFOs Lead IT to Deliver Enterprise
Performance
Thank you for your interest in this presentation.
View the on-demand webinar or download the full
presentation at:
www.Proformative.com