2013 ANA Advertising Financial Management Conference presented by Active International

This event is over.

To download the conference booklet, click here.

Due to overwhelming demand, this event is now sold out. Please email registration@ana.net to be added to the waitlist.

The annual ANA Advertising Financial Management Conference is the only event of its kind. It brings together top marketing finance and procurement professionals from the client side with agency CFOs and other key industry stakeholders interested in efficiencies, cost savings, return on investment, agency compensation, and delivering greater value to organizations. The conference is registered as a sponsor of continuing education with both the Institute for Supply Management and the National Association of State Boards of Accountancy.  Some verbatim comments from 2012 attendees:

  • “Best place for marketing procurement and agency finance people to connect, possibly in the world.”
  •  “This is a one of a kind event where major corporations can meet and share ideas and perspectives from advertising, procurement, and finance.  The attendee list is spectacular.”

2013 Conference Program Chair:
Mary Ann Brennan
Senior Director, Global Procurement
Mattel, Inc.

Related Content


Sunday, May 5, 2013
3:00pm Registration Opens

Camelback Registration Desk
4:00pm Preconference Workshop

Best Negotiating Practices

Negotiating doesn’t have to be win-lose! Whether negotiating an agency compensation deal, media buy,  sponsorship, or buying raw materials, the best results are usually achieved when both sides work together to create value.  How many marketers have dealt with an ‘unhappy/resentful supplier’ once the honeymoon period wore off?  Stuart Shlossman—a former member of the ANA Advertising Financial Management Committee and current facilitator of negotiation workshops—will discuss impactful negotiation strategies that strengthen the deal for both parties.

Stuart Shlossman
Consultant Watershed Associates (a leader in negotiation workshops)
Estrella Ballroom
6:30pm Welcome Reception  

Jokake Inn
7:30pm Opening Night Dinner  

Jokake Inn
Monday, May 6, 2013
7:30am Breakfast  

Camelback Ballroom H-L
8:30am General Session

Grand Ballroom D-G


Steven Wales
Chief Operating Officer Decideware, Inc.

Opening Remarks

Bob Liodice
President and Chief Executive Officer ANA
Kevin Farkas
Executive Vice President, Sales and Business Development Active International
Mary Ann Brennan (Host)
Senior Director, Global Procurement Mattel, Inc.

CMO Keynote

Andy England is executive vice president and chief marketing officer for MillerCoors, responsible for leading the company’s efforts in marketing, strategy and planning for more than 35 brands.  In this CMO keynote, Andy will share how his team leverages a paid-owned-earned content strategy to connect with their consumers and drive sales while strengthening brand equity.

Andrew J. England
Executive Vice President and Chief Marketing Officer MillerCoors

Precision Marketing + Big Data = Lower Costs, Higher ROI

Relevance, revenue and risk loom large for marketers in today’s cut-throat environment.  Faced with ever-increasing expectations from consumers and the C-suite, marketers are under intense pressure to get more results with fewer resources and under tighter budgets.  How do marketers ascend the mountain of Big Data instead of being buried beneath it?  How can a marketer make a case for implementing new Big Data programs to a procurement department?  And how can marketers use the alchemy of analytics and automation to render revenues from prospects?  It all comes down to Precision Marketing. Sandra Zoratti, vice president of marketing at Ricoh and published author, will share the six principles that lay the foundation for the art and science of Precision Marketing. 

Sandra Zoratti
Vice President, Marketing / Author Ricoh, Inc. / Precision Marketing: Maximizing Revenue Through Relevance
10:45am Coffee Break  

East Foyer
11:05am General Session Continued

Selling Procurement Internally

Many procurement departments do a lousy job ‘marketing’ their success internally with stakeholders.   A stable foundation of ‘selling’ internally to gain alignment to common goals, showcase wins and continuously improve is imperative.  That foundation enables the journey to value creation and high performance business partnerships that ultimately deliver for the company in the marketplace.  This session will cover the art and science of partnering with the business to deliver value for the company that meets the collective objectives of Marketing and Procurement.

Sopan Shah
Global Leader of Advertising & Marketing Procurement Nestlé

Miles Nadal - Perspective From an Agency Holding Company Leader

Miles Nadal is the Chairman, CEO, and Founder of MDC Partners.  MDC, which owns majority stakes in agencies like CP+B, kbs+, Doner, Anomaly and 72andSunny, is a different type of agency holding company, a partner to agencies in sectors including advertising, branding, digital/interactive, and media planning/buying.  He last spoke at this conference in 2005 - and a lot has changed in eight years, including MDC, which has since grown three-fold to over $1 billion in revenues. In this session, Mr. Nadal will cover a host of issues including how MDC is driving optimum collaboration between its agencies and client procurement, their learnings from new compensation models, the evolution of data/analytics, the world of media optimization, and the role of networks today.

Miles Nadal
Chairman and CEO MDC Partners
12:45pm Luncheon  


Barbara Martino
Executive Vice President, Client Development Active International
Camelback Ballroom H-L
2:15pm General Session Continued

Grand Ballroom D-G

How Analytics 2.0 is Driving Higher Marketing ROI

Measuring marketing's ROI is no longer a simple correlation between spend and sales. Many of the world’s biggest companies are now deploying analytics 2.0, a set of capabilities that can chew through terabytes of data and hundreds of variables in real time to reveal how advertising touch points interact dynamically, often resulting in 10% to 30% improvements in marketing performance. This session will provide examples from a recent cover story in Harvard Business Review entitled "Advertising Analytics 2.0", especially relevant for those seeking to increase the ROI from marketing investments.

Patrick LaPointe
Executive Vice President MarketShare / Managing Editor, Marketing NPV

CPO Keynote

Kevin Nash is vice president, procurement services at USAA (the United Services Automobile Association), a diversified financial services group of companies.  In this CPO keynote, Mr. Nash will provide perspective on issues including:

  • The role/importance of marketing procurement within the total procurement org at USAA
  • How procurement at USAA works to build relationships internally with marketers and externally with agencies
  • How to move the perception that procurement is about “cutting costs” to one that it is “building value”
  • Career path opportunities and talent needs for marketing procurement

Kevin Nash
Chief Procurement Officer and Vice President of Procurement Services USAA
3:55pm Breakout Sessions

Choose to attend Breakout Session 1A or 1B.

Breakout Session 1A

The Art & Science of Agency Partner Management

Both creative and financial effectiveness can be achieved through improved agency partnerships.  This session will explore two extremes on the continuum of agency relationship models that aim to improve both commerce and creativity.  From a procurement-led model at Bristol Myers Squibb to the innovative partnership that Cirque Du Soleil has formed with agency Sid Lee, clients will share best practice examples on how their organizations have achieved optimal collaboration with their agency partners.  Topics will include elevating the agency role through strategic understanding; building “co-collaboration” to set partners up for success; and customizing the right structure and compensation approach to ensure a long lasting relationship.

Moderator: Jane Bedford
Principal and Founder The Bedford Group
Joanne Fillion
Director of Creation - Images, Events and Lifestyle Cirque Du Soleil
Connie Mossop
Director of Global Commercial Strategic Sourcing Bristol Myers Squibb
Grand Ballroom D-G
Breakout Session 1B

Sourcing Governance

Many of us in the sourcing/procurement role do not have the luxury of owning the budget and/or decision rights for the services that we negotiate.  If you can relate to this, then you know that running an RFP or negotiating a contract is the easy part of our jobs.  The harder part is getting buy-in and support from our internal stakeholders.  Having a simple sourcing governance policy in place at the corporate level makes regular competitive reviews the default for key suppliers or categories.  Please join this breakout session if you would like to discuss issues like where to begin, how to decide which categories and suppliers to include, how this might impact your workload, the exception policy, and more.

Beth Correll
Director, Global Strategic Sourcing The Hershey Company
Camelback Ballroom H-L
5:00pm Adjournment

Tuesday, May 7, 2013
7:30am Breakfast  

From Creation to Distribution - Do You Know How Your Marketing Dollars are Being Spent?

Post-production and distribution have traditionally been areas that are not in the forefront compared to media yet it is often the 2nd largest cost center in marketing. Technology and economies of scale are making both post production and distribution areas to focus on.  The panel will share insights and best practice for improving workflows, fewer touch points from suppliers, and ways to drive creative excellence while maximizing efficiencies.

Andrew McLean
General Manager, Enterprise Marketing and Business Development Deluxe
Camelback Ballroom H-L
8:30am General Session

In-House Agency Model: Wells Fargo Case Study

Per a recent ANA study, over 40% of marketers have an-in-house agency, that is, a department, group or person that has responsibilities that typically are performed by an external advertising or other marketing communications agency.   And over the last several years, in-house agencies have shifted from order takers to business partners, focusing on broader challenges like how to expand their company’s digital footprint and how to integrate the global brand. Though some still focus on the financial upside, that’s not the only reason for the explosive growth of this model.  Experience, institutional knowledge, and the benefits derived from having a dedicated team that understands the business and the brand are undeniable.  In this session, Wells Fargo will share an insightful presentation on their  learnings, successes, and best practices with their in-house agency model.

Kellie Krug
Senior Vice President, Enterprise Marketing Services Wells Fargo & Co.
Grand Ballroom D-G

Marketing & Procurement: Strange Bedfellows but a Union Worth Hundreds of Millions

Given today’s ever-escalating expectations for marketers, and static budgets, how welcome would a twenty percent windfall be? Many companies can recoup significant savings through systematic procurement – management of supply, demand, and process, better known as the total cost of ownership. McKinsey will outline proven strategies for rooting out inefficiencies in each of these three key areas. Do you want to save as much as twenty percent in agency costs? Use existing resources more efficiently? Prevent delays and campaign cost overruns? This session will share these valuable insights, and more importantly, the framework and focus for capturing future savings.

Jeff Jacobs
Principal, Marketing & Sales Practice McKinsey
10:20am Coffee Break  

East Foyer
10:45am General Session Continued

Grand Ballroom D-G

How the Largest Collective Bargaining Agreement in the Entertainment Industry Impacts Marketers

2013 is the year in which the ANA-4A’s Joint Policy Committee for Broadcast Talent Relations will negotiate a new collective bargaining agreement with SAG-AFTRA, now a united union. As the digital revolution sweeps through video production, the challenges in negotiating the $3 billion Commercials Contract, the largest collective bargaining agreement in the entertainment industry, are daunting. The negotiations are scheduled to end just prior to this conference and a key member of the marketing industry’s negotiating team will provide an update.

Stacy Marcus
Associate Reed Smith LLP

Elevating The Role of Marketing Procurement

This session will showcase the recent work of the ANA Procurement Task Force, whose mission is to define and elevate the role of marketing procurement as well as close the gaps on the value of procurement between procurement and internal marketing as well as procurement and external agencies. Our 2013 Procurement Value Metrics Survey identifies the metrics used to measure the success / contribution of the marketing procurement organization and concludes that marketing procurement must evolve from a tactical to a more strategic role.  In addition, other recent work from the task force will be highlighted including the procurement webinar series and procurement mentoring program.

Terri Burns
Strategic Sourcing Consultant AFLAC, Inc.
Bill Duggan
Meghan Medlock
Director, Committees & Conferences ANA
12:45pm Luncheon  

The Missing Link: Digital Business Services

How standing up the appropriate services layer is critical to driving efficiency in evolved global marketing operations. Technology platforms and low-cost content production models are key levers, but building the service model that supports your brands and markets is critical to driving adoption and realizing true business benefit at an enterprise level.   Jamie Posnanski, Managing Director for Accenture Interactive and founding member of avVenta Worldwide, will share what is required for the ideal global marketing operations. 

Jamie Posnanski
Managing Director Accenture Interactive
Camelback Ballroom H-L
2:00pm Breakout Sessions

Choose to attend 2A or 2B followed by your choice to attend 3A or 3B.

Breakout Session 2A

Procurement & Marketing - Working Better Together

Many in our industry were surprised when a major ANA study (2010) reported that Marketing and Procurement were often at odds. People expected agencies to report frustrations with Procurement, but they didn’t expect to hear so many complaints from Marketing. Why does  conflict still exist between these two functions? Who should Procurement report to? Exactly why is marketing uniquely different than anything else Procurement touches? What must Procurement’s approach and deliverables be? What must marketers do differently? This talk addresses these issues head on and offers detailed, market-tested solutions for more effective collaboration between Procurement and Marketing.

Gerry Preece
Senior Consultant External View Consulting Group
Estrella Ballroom
Breakout Session 2B

Driving Efficiency and Cost Savings Through Corporate Trade [Barter]

Procurement and finance executives are faced with ever-increasing pressure to identify efficiencies and cost savings in their operations. Corporate Trade offers innovative solutions to help meet those challenges and unique options to solve them. In this session, review the basics of the Corporate Trading model and gain an understanding of how it may be relevant to your business challenges.  You’ll hear first-hand from executives who have benefitted from engaging in trade and have the opportunity to participate in a Q&A to gain insights about your particular objectives.

Please note: this session is closed to competitive barter/corporate trade companies.

Moderator: Bill Duggan
Group Executive Vice President ANA
Kevin Farkas
Executive Vice President, Sales and Business Development Active International
Carole Irgang
President & Founder Red Shoes Marketing
Barbara Martino
EVP, Client Development Active International
Scott Whitmore
Formerly Vice President of Marketing JELD-WEN Windows and Doors
Grand Ballroom D-G
3:00pm Breakout Session 3A

Overhead and the Truth About Efficiency Metrics

Many people incorrectly believe that overhead rates are indicators of efficiency.  And some cost consultants and search consultants have created confusion about what can be determined from an agency’s overhead rate.  Overhead rates are NOT efficiency metrics.  And agencies do not hide profit in overhead.  This session will provide perspective on how understanding of overhead rates is essential to correcting the misperceptions in the marketing industry.

Rick Brook
Senior Vice President, Global Client Operations, New York WPP Group / Chair, 4A’s Agency Finance Committee – Large Agencies
Estrella Ballroom
Breakout Session 3B

Big Savings From State Commercial Production Incentives

A year ago ANA published the white paper, “The Found Money of State Commercial Production Incentives” and advertiser awareness of this opportunity has since sky rocketed.  Many states now offer compelling financial incentives to shoot commercials in their state and more and more advertisers are reaping those benefits.  In this session the state film commissioners of Connecticut, Illinois, and Louisiana will discuss why they offer incentives, how they work, and what you need to know to maximize these opportunities.

Moderator: Mike Rose
Chairman & CEO Ease Entertainment Services
Shelley Landgraf
President The Landgraf Consulting Group, Inc.
Betsy Steinberg
Managing Director Illinois Film Office
Sherri McConnell
Principal McConnell and Associates Consulting
George Norfleet
Director, Office of Film, Television and Digital Media Connecticut Office of Film Television and Digital Media
Grand Ballroom D-G
4:00pm Adjournment

6:30pm Reception  

Camelback Plaza
7:30pm Dinner  

Save Money on TV Advertising Without Sacrificing Reach

The largest advertising budgets go toward TV, and rightly so. Why? Because more people are watching TV than ever before and it is the only medium that reaches all 115 million American households instantaneously. But there is a problem in the TV world. You are paying more money to reach fewer people than ever before. Why? Because TV viewers have fragmented across TV. How does this affect you? On average, 75% of your TV advertising dollars are going to 40% of your target audience. And in in 2012, 50% of all advertising dollars went to 15 TV networks that delivered only 30% of the TV viewing audience.  This problem can be fixed. You can save money on TV advertising and reach more consumers. In this first-time reveal, John Piccone will showcase Simulmedia’s a7 Analytics Engine, a newly launched, free and publicly available tool for tracking TV advertising reach, frequency, and spend.

John Piccone
Chief Revenue Officer Simulmedia
Camelback Ballroom H-L
Wednesday, May 8, 2013
7:30am Breakfast

Camelback Ballroom H-L
8:30am General Session

Developing Effective Compensation & Agency Performance Measurement in Digital

Digital is changing the way brands and agencies operate and, as a result, the way both parties need to approach compensation. Different KPIs, beyond old fashion definitions of working and non-working media, are needed to facilitate proper evaluation and incentivize the best digital work. In addition, different contract terms are often necessary in digital to encourage innovation and enable nimbleness.   This session will discuss the current challenges of buying and measuring digital services as well as the opportunities and pitfalls in aligning agency compensation.

Bryan Wiener
Chairman & CEO 360i / Chairman, 4A's Digital Board
Grand Ballroom D-G

Media Procurement Panel

For a large portion of marketers, media is the largest part of their marketing spend.    In order to address the increasingly complex process of integrated, cross-platform media planning and buying as well as and the embracing of media audits by many companies,  more and more  procurement and strategic sourcing professionals are specializing in media procurement.  This panel will explore key topics in the areas of media buying and media procurement such as organizational structure for internal media management and procurement, procurement's role in media agency sourcing and ongoing agency relationship management, media agency compensation models, improving the effectiveness of media investments and proving out ROI on media dollars invested, and much more!

Moderator: Bill Duggan
Group Executive Vice President ANA
Eric Fischer
Director of Media Services LifeLock, Inc.
George Giassopoulos
Procurement Director, Global Marketing & Media Agencies Pfizer Inc.
Steve Lightfoot
Senior Manager, Global Marketing Procurement World Federation of Advertisers

What's New in Agency Compensation

For nearly half a century, the ANA’s triennial Trends in Agency Compensation has been the industry’s benchmark for reporting agency compensation methods and practices.  At this session, hot off the press results of our 16th survey will be debuted. Among other things, this year’s survey will cover whether newer methods of performance-based compensation are taking off and how agency compensation is being managed through a tough economic period.

David Beals
President and Chief Executive Officer R3:JLB

Beyond De-coupling

De-coupling has its benefits – improved quality and achieved savings through consolidation, automation and streamlining of processes. In this session,  Mattel, Inc. and Hogarth Americas will discuss how they centralize production and will share a business case on how to drive continuous improvement while maintaining a consistent brand message to deliver savings year on year and solving emerging business challenges. They will also review how a technology platform has enabled data-driven continuous improvement, reduced creative rework, standardized global rights management and rationalized delivery costs and finally, how their partnership has helped to overcome the new production regulations in Brazil and helped evaluate and manage the growing digital production needs in today's environment.

Meritxell Guitart
President Hogarth Americas
Barry Jones
CEO Hogarth Worldwide
Crystal Ryu
Associate Manager Global Procurement Mattel, Inc.
12:00pm Conference Adjournment

Cancellation Policy and Notes

Refunds will be granted, excluding a processing fee of $150, if written request for cancellation is received by email or fax up to 30 calendar days before the conference starting date. You will receive a 60% refund if canceling between 14 and 29 days prior to the conference starting date. No refunds will be granted for any cancellations received less than 13 days of the conference as well as 'No Shows'. Your cancellation notice can be faxed to 212.972.7875 attention Registration Coordinator or email registration@ana.net. Phone cancellations are NOT accepted. Hotel room cancellations are to be sent directly to the hotel. Registrations received after April 23, 2013 may not be included in the attendee list.