2011 Financial Executive Conference

Sunday, May 22 - Tuesday, May 24, 2011
The Sheraton San Diego Hotel and Marina
1380 Harbor Island Drive
San Diego 92101

Conference Directory and Agenda

Conference Brochure
Sponsorship Opportunities

The 2011 Financial Executive Conference will cover a wide variety of current financial issues and challenges facing the supermarket industry’s upper-level financial management. Informal discussion groups enable executives to discuss financial issues and concerns with their peers. (Closed to the press.)

Topics on the agenda include:

• Accounting and Tax Updates
• IT Audits
• Achieving Better Operating Results via Vendor Collaboration
• Lowering Credit Card Transaction costs
• Mergers and Acquisitions
• Hedging for Retail
• Credit Markets
• Cloud Technology
• Ethics
• Health Care Reform


• Admittance to all sessions at the FMI Internal Auditing Conference


<B>TAX UPDATE: What’s New, What’s Next…and What to Do about it NOW</B>

New tax legislation, new tax guidance – it’s been a busy year. What does it all mean for financial executives? What were the significant tax developments in 2010 and what are some of the emerging tax trends and tax policy debates? Find out what’s in store in 2011 and beyond.
Nancy C. Wertheim, National Tax Managing Partner, Retail Deloitte Tax LLP


The retail grocery industry is already paying more in health care costs than what is often reflected in the bottom line. Learn how changes mandated in the health care reform bill enacted in 2010 will further impact your business. Hear what companies are doing to proactively manage increasing costs in anticipation of changes required by the new law and discover potential methods for mitigating future cost increases.

Brigen Winters, Principal, Groom Law Group, Chartered


Delve into the logical reasoning and tools available to set up a hedging program. Understand the documentation and credit requirements necessary to get started.

Peter Andersson, Vice President - Commodity Derivatives, Société Générale Corporate and Investment Banking


Have you ever driven over the speed limit or perhaps downloaded music and not paid for it? If so, you know firsthand how hard it is to always stay within the law. This powerful business ethics presentation revolves around the thought processes that lead to unethical behavior. Kuhse uses his compelling life story to illustrate the eight critical thinking errors that lead to his becoming an international fugitive. Discussing each of these in-depth, he provides insight into common ethical dilemmas faced in business today.

Patrick Kuhse, Internationally Recognized Business Ethics Authority

NEW in 2011!
For the first time, FMI’s Financial Executive Conference will be co-located with the 2011 Internal Auditing Conference. While each conference will have its own comprehensive, targeted agenda, several joint sessions will be offered. The new format will give internal auditing professionals and c-suite financial executives in the grocery industry unparalleled access to both conferences and a more comprehensive educational experience, in addition to providing more valuable and diverse networking opportunities.

For more information regarding program and sponsorships please contact Amanda Bond-Thorley at 202.220.0606

Related Web Pages and Sites:

Related Files:

Sponsorship Information
Registration Form
Conference Brochure
Conference Directory

Registration Includes:

Registration fee includes all meeting materials, breakfasts, coffee breaks, lunches and receptions. Fee does not include hotel accommodations.
NOTE: To qualify for FMI Member rates, participants must be an employee of an FMI Member company. An FMI Retailer/Wholesaler Member is a retailer or wholesaler paying annual dues to FMI. An FMI Associate Member is a supplier company paying annual associate dues to FMI. All others are Non-Members.

Who Should Attend:

CFOs, vice presidents of finance, controllers, treasurers, accounting directors, and other individuals involved in financial management.

Meeting Attire:

Casual attire (no ties) is recommended for the entire conference. Meeting rooms may be cool, a jacket or sweater is recommended.

Registration Fees:

These fees are available through 05/17/2011
Name Price
FMI Retailer/Wholesaler Member $795.00  
FMI Retailer/Wholesaler Member - Early Bird $595.00  
FMI Retailer/Wholesaler Member 3+ paid attendees from same company $745.00  
FMI Associate Member $1,125.00  
Non-Member $1,350.00  

Cancellation and Other Policies:

Please notify registrar in writing by email to slentz@fmi.org or fax 202.220.0830. A refund, minus a $75 processing fee, is granted when a cancellation is received by May 6, 2011. A 60% refund is granted if cancellation is received by May 13, 2011. All registrations received after May 14, 2011 are non-refundable. No refund is granted if notification is received after May 13, 2011.

Is Media Allowed?


General Hotel Information:

Sheraton San Diego Hotel & Marina
1380 Harbor Island Drive
San Diego,CA 92101
Tel: (619) 291-2900

FMI has negotiated a special conference of $ 179.00 per night. Please make reservations directly with the hotel. Click here to book online.

The negotiated rate of $ 179.00 / night is available until April 29, 2011 after which reservations will be accepted on a space available basis.

Thanks to our generous sponsors! Please visit their website for additional information, by clicking on their logo:

<FONT SIZE="4">Platinum Level Sponsors</FONT>

<IMG SRC="http://www.pharmacychoice.com/marketplace/images/InmarLogo.gif" BORDER="0">

<IMG SRC="http://surveys.apqc.org/ViewsFlash2/images/PRGX_Logo.gif" BORDER="0">

<IMG SRC="http://www.fmi.org/images/events/PICSlogo.gif" BORDER="0">

<FONT SIZE="3">Gold Level Sponsors</FONT>

<IMG SRC="https://www.nchmarketing.com/ResourceCenter/uploadedImages/Resource_Center_Site/logo_nch.gif" BORDER="0">

<IMG SRC="http://profile.ak.fbcdn.net/hprofile-ak-snc4/50554_82233267612_154229_n.jpg" BORDER="0">

<IMG SRC="http://profile.ak.fbcdn.net/hprofile-ak-snc4/hs443.snc4/50270_136364758179_2731837_n.jpg" BORDER="0">

<IMG SRC="http://www.centralshowplace.com/cs/wp-content/uploads/2008/10/harris_bank.gif" BORDER="0">

<IMG SRC="http://ww1.prweb.com/prfiles/2010/02/17/258326/gI_0_apexlogopms.jpg" BORDER="0">

<FONT SIZE="2">Silver Level Sponsors</FONT>

<IMG SRC="http://www.microsoft.com/casestudies/resources/Logos/4000006233.jpg" BORDER="0">

<IMG SRC="https://www.drive4bme.com/DriverApp/BME/images/AmeriQuestLogo.jpg" BORDER="0">

<IMG SRC="http://historytodaydev.prod.acquia-sites.com/sites/default/files/rbsworldpay.jpg" BORDER="0">

<FONT SIZE="1">Bronze Sponsors</FONT>

<IMG SRC="http://www.enterpriseirregulars.com/wordpress/wp-content/uploads/2010/12/lavante-150x54.png" BORDER="0">

<IMG SRC="http://balanceinnovations.com/images_home/bi.gif" BORDER="0">