CASRO

Wednesday Night, June 1 & Thursday, June 2, 2005
Park Hyatt, Los Angeles

Conference Objective

The Financial Officer is critical to all aspects of any research business from balance sheet oversight to expansion and M&A evaluation to investor relations. By networking with peers and through candid discussions you will learn how to benchmark your company’s business practices against similar organizations, be energized with new tools to improve financial performance and be able to better evaluate the real cost of employee attrition vs. retention incentives. The conference starts the evening before with a networking cocktail reception.

Are the financial decisions for your company in your hands? Join fellow financial executives representing a full spectrum of survey research businesses. This conference was designed with you in mind if you are a: CFO, Controller, CEO, and any kind of Senior Financial Executive.

Identify Financial Trends: Review and discuss metrics from CASRO’s annual financial surveys.

Network with peers: The conference is very interactive and will allow you to learn and network with your peers. The conference begins on Wednesday night with a cocktail reception.

Share Best Practices: Learn about financial and strategic performance measurement, the impact of legal and employee retention issues, and end the day with a wildcard session to share issues and tactics from your own company.

The CASRO CFO Conference provides a forum for attendees to communicate and network about common financial issues affecting the successful operation of their research businesses. Guided by thought leaders within specific topical areas, participants have the opportunity to explore the aspects of greatest interest to them.

Conference Program and Online Registration

Wednesday Evening, June 1, 2005

6:00 p.m. – 7:30 p.m. Welcome Cocktail Reception (complimentary cocktails and hors d’oeuvres)

Thursday, June 2, 2005

8:00 a.m. Registration and Networking Breakfast

8:30 a.m. Welcoming Remarks

8:45 a.m. CASRO Reports: CASRO Financial Survey Metrics

This session will highlight import metrics from the CASRO Financial and Compensation Surveys. Also, examples of expense and revenue recognition practices used throughout the industry will be discussed.

10:15 a.m. Networking Break

10:45 a.m. Strategic Performance Measurement

Measuring what is good business and what is not. This session will discuss key performance indicators between the top and bottom line and management metrics to optimize profitability and strategic goals.

11:45 a.m. Financial Impact of Employee Retention

This session will discuss weighing the cost of cash and non-cash benefits vs. employee turnover/replacement or outsourcing, not limited to sales and client service staff. Compensation structure, salary, bonus, benefits, and intangibles like opportunity for advancement will also be discussed.

12:45 p.m. Lunch (provided)

1:45 p.m. Business Expansion Strategies

This session will discuss issues surrounding mergers and acquisitions activity & trends as well as organic growth of a company v. M&A.

2:45 p.m. Financial Impact of Legal Issues

This session is not a legislative summary but a business compliance impact session. Recent changes in law for exempt & non exempt employees regarding overtime, HIPPA, Sarbanes-Oxley & other legislated compliance impacts will be discussed.

3:45 p.m. Networking Break

4:00 p.m. Wildcard Session

In this session, participants will be able to expand on the sessions of the day and discuss other issues. This session will be very interactive where participants can ask questions and learn from others in the group.

5:00 p.m. Conference Adjournment