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2016 MFM CFO Summit

Preliminary Agenda At-A-Glance
(this a draft agenda - subject to change frequently over next few months)

Wed., Feb 24  
3:00pm - 5:00pm CFO Summit Registration Check-in  
Dinner on Own
Thurs., Feb. 25  

CFO Summit Registration Check-in   


7:30am - 8:00am

Continental Breakfast sponsored by Szabo Associates  

 (Jua Foyer)


8:10am - 9:15am





Attendee Welcome 

Mary M. Collins, President & CEO, MFM/BCCA

David Bestler, CFO, Hubbard Radio
Charlie Dusic, CFO, West Virginia Media Holdings

A Look at Industry & Markets
Keynote Speakers: Wissam Kairouz, Managing Director,  Morgan Stanley, Global Capital Markets; and Harlan J. Wakoff, Managing Director, Morgan Stanley, Investment Banking

We open with two speakers who will provide insight into the current leveraged finance market environment and secular trends in the media industry.

CPE: 1.5


9:15am - 10:15am

Who Do You Say You Are and Do Others Agree?  

Speaker:  Dale Klamfoth, SVP, ICEO Practice Leader, Lee Hecht Harrison

Whether you know it or not, you have a personal brand. Would you like to move up the ladder in your company? Taking control of your brand will help you define your career journey. This session will help you define your brand and build a personal branding statement, understand the importance of executive presence, explore ways to overcome humility and promote your brand, and find resources to get feedback. 

CPE: 1


10:15am - 10:30am 

Refreshment Break  

Sponsored by BARR Credit Services



10:30am - 11:30am

Programmatic Advertising Is Here to Stay

Speaker: Susan Bidel, Senior Analyst, Forrester Research

Marketers are expecting to buy programmatically. Agencies are staffed to execute programmatically. A host of ad tech companies have arisen to facilitate programmatic buying and selling. And publishers are accommodating these market forces. Learn how publishers can use programmatic tactics to monetize effectively and efficiently.

CPE: 1


11:30am- 12:30pm 

sponsored by Chubb


12:30pm - 1:30pm

The Local Media Company of the Future

Speaker: Gordon Borrell, CEO, Borrell & Associate

As traditional media companies search for new revenues streams, they are morphing into new creatures altogether. Some are deriving revenue from local events. Some are selling digital marketing services. Some are even making small-business loans. Is there profit in these ventures, or are they foolish gambles? This session by local media analyst Gordon Borrell examines the trends and profiles what the successful companies are likely to look like, and highlights a half-dozen companies that have invested heavily in thriving in the new media ecosystem – and have the greatest chance of survival.

CPE: 1


1:30pm - 2:30pm 

FCC: Current Issues and Update

Speaker: David O'Connor, attorney, Wilkinson, Barker, Knauer, LLP

Topics to be covered: The incentive auction including details of the reverse and forward auctions along with suggestions to help companies avoid anti-collusion concerns during the quiet period; FCC requirements and current trends in political broadcasting; retransmission consent including current FCC proceedings and an analysis of pressure points in industry agreements; multiple and foreign ownership rules, both of which are scheduled to be addressed in 2016, and how the results from these proceedings, particularly when combined with a post-auctions market, may have major impact on the industry in 2016 and beyond.  

CPE: 1


2:30pm - 2:45pm 

Refreshment Break
sponsored by Bond & Pecaro


2:45pm - 4:50pm       

CFO ONLY--Roundtable Discussion (Media Industry Only)
Moderators: David Bestler, CFO, Hubbard Radio; and Charlie Dusic, CFO, West Virginia Media Holdings

CPE: SKA-2.5/A


5:30pm - 6:30pm



VIP Reception  
sponsored by Videa 

Location: TBA




Dinner on your own
 Fri., Feb. 26  

CFO Summit Registration Check-in


7:30am - 8:00am

Continental Breakfast 
sponsored by Videa


8:00am - 9:00am

Technology Considerations for Today’s Media Company


Speakers:  Sam Matheny, EVP/CTO, NAB


What technological changes should media companies be preparing for right now? How is what’s being developed in the lab or mandated by law going to be impacting your business in the coming year(s)? We will go from streaming, HD radio, and FM chips to the spectrum repack and next-generation television and look at some other interesting trends along the way. 

CPE: 1


9:00am - 10:00am

The DOL, the NLBR, and the Modern Workplace

Speaker: Corey L. Franklin, Partner, Lowenbaum Law Firm

A look at the National Labor Relations Board’s aggressive regulation of workplace policies, hostile treatment of arbitration agreements, liberalization of workplace organizing rules, and imposition of new limitations on broadcasting employers’ exercise of traditional managerial rights. In addition, Franklin will address the U.S. Department of Labor’s efforts to modernize minimum wage and overtime standards and how the DOL and NLRB’s recent flurry of regulatory activity impacts broadcasters.
(BL/1 CPE/A)


10:00am - 10:15am

 Refreshment Break 


10:15am - 11:15am

Podcasting - Lessons for all Media

Speaker: Steven Goldstein, Founder/CEO, Amplifi Media

The arc to on-demand is undeniable; Netflix, YouTube and the DVR have forever changed the TV business. The Smartphone combined with Bluetooth and the connected car are causing similar changes in audio. People want to choose what to listen to or what to watch, at a time of their choosing. This change is happening most rapidly with Millennials; median podcast age is 30. There are more than 300,000 audio podcast titles today, and more coming.  How will audio and video files be discovered? Not so easy.

CPE: 1


11:15am - 12:15pm

The Making Magnificence ProjectTM : The Keys to Success 

Speaker:  Sarah Levitt, Executive Coach & Motivational Speaker

This engaging and inspirational program weaves stories and narratives from Sarah’s conversations from The Making Magnificence Project™ and highlights the key factors for success, resilience, and transformation that emerged from her conversations. Featuring stories from people across all different domains, including senior leaders, the program highlights the essential elements for creating success and includes both professional and personal applications.

(PD/1 CPE/A)



12:15pm  - 1:15pm

Boxed Lunch
Sponsored by Media Audits International 




Optional Recreational Activities - TBD 


   (This is a tentative agenda and is subject to change without notice)

Registration limited to most senior financial executives in media companies. MFM reserves the right to refuse registration requests that do not meet registration criteria. Please call Mary Collins for more information.

Official Summit Hotel: W Hotel, Ft. Lauderdale, FL

CPE information for CPAs…


PROGRAM PREREQUISITES/ADVANCE PREPARATION: Registration limited to senior financial executives in TV, radio, cable, newspapers, out-of-home, digital and emerging media.


CPE: up to 11.5




1 CPE credit available for minimum of 50 minutes participation. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits are granted based on 50-minute hour.  Attendance at all CFO Summit sessions qualifies each CPA, or other person entitled to earn Continuing Professional Education (CPE) hours, for up to 11.5 CPE credits.

Those eligible for CPE credits will be asked to sign in for each day’s sessions in order to receive a CPE certificate.  They will also receive a program evaluation form which they are encouraged to complete.  Attendance forms are kept on file for six (6) years.


[Please fax in CPE evaluation for to Olivia Benish at 847.716.7004 or mail to the MFM office to receive your CPE credits]


PROGRAM PREREQUISITES/ADVANCE PREPARATION: Course prerequisites for sessions are indicated below.   In general, Advanced level sessions require a comprehensive understanding of media business and experience with the topic being discussed.  No advance preparation is required for any sessions.     



Area Specifics 


Area – Maximum Number of CPE Credits

BE Behavioral Ethics
BL Business Law


Business Management and Organization


Computer Science 






Personal Development


Specialized Knowledge and Applications


Media Financial Management Association (MFM) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.



Special information for CPAs requesting CPE Credit


Prerequisite:  Comprehensive understanding of current role and responsibilities for media industry CFO.

Learning Objectives:  TBA

Personal Branding

Prerequisite:   Comprehensive understanding of current role and responsibilities for media industry CFO.

Learning Objectives:  TBA

Programmatic Advertising

Prerequisite:   Comprehensive understanding of current role and responsibilities for media industry CFO.

Learning Objectives: Ability to communicate minimum three changes in ad sales processes related to implementation of programmatic advertising sales. 

Digital Landscape

Prerequisite:  Comprehensive understanding of current role and responsibilities for media industry CFO.

Learning Objectives: TBA

FCC - Current issues and update

Prerequisite:  Comprehensive understanding of current role and responsibilities for media industry CFO.

Learning Objectives:  TBA

CFO Roundtable

Prerequisite: Comprehensive familiarity with financial issues for media companies, including but not limited to:  compensation plans; ratings metrics; predictive and forecasting analytics; internal operating structures; business intelligence, and dashboard reporting.

Learning Objectives:  Discuss how changes in the media industry have changed responsibilities of industry CFOs; Identify minimum two ways to serve your company more effectively.

Special information for CPAs requesting CPE Credit


Prerequisite:  Comprehensive understanding of current role and responsibilities for media industry CFO.

Learning Objectives:  TBA

The DOL, the NLRB, and the Modern Workplace

Prerequisite:  Comprehensive understanding of current role and responsibilities for media industry CFO.

Learning Objectives:  TBA

Podcasting - Lessons for all Media

Prerequisite:  Comprehensive understanding of current media ad sales processes.

Learning Objectives:  TBA

The Making Magnificence Project: Stories of Transition and Resilience

Prerequisite:  Comprehensive understanding of current role and responsibilities for media industry CFO.

Learning Objectives: TBA







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