Billion Dollar
Forum Participants:
Microsoft, Inc.
-
Microsoft Licensing
-
Georgia Pacific
-
IBM
-
Eastman Kodak
-
Chevron Texaco
-
PPG Industries
-
Intel Corporation
-
The Dow
Chemical Company
-
3M Corporation
-
Vengroff, Williams
& Associates
-
Pam Am Sat
-
20th Century Fox
Studios
-
United Rental
-
Owens Corning
-
Insight Electronics
-
Symantec/Veritas
-
Fisher Scientific
Co.
-
GE Healthcare
-
Georgia Pacific
-
GMAC
-
IBM.
-
PPG Industries, Inc.
-
Tech Data
-
Schlumberg Tech
|  |
P -770-642-2046
F -770-518-9214
ron@rtausa.com
www.billiondollarforum.com

|  |
 |  |  |  |
 |
|  |  |
 | “Tools, Solutions, Success — Find it at the Forum”
Bringing Senior Financial Executives together to discuss and share experiences, best practices, and innovative techniques in efforts to increase performance and excellence in credit risk and AR management practices that identify overall best strategies. |  |
 |
|  |  |
 | Ron Tracy, President of Ron Tracy and Associates, Inc. is pleased to announce the bi-annual
Billion Dollar Forum from October 9-12, 2005 at the Silverado Resort & Spa
Napa, California
The Billion Dollar Forum is a two-day round-table that is open to a select group of senior level financial executives with worldwide credit and financial responsibilities for managing account receivables. This forum is designed to provide informative and insightful programs. |  |
 |
|  |  |
 | Billion Dollar Forum II Agenda |  |
 | Activities for Early Arrival
|  |  |
 | Sunday, October 9, 2005 |  |  |
 |  |
|  |
 | 6:30 - 8:00 p.m | Reception including, cocktails, a wine tasting and Hors d’oeuvres on the Patio at the Grill. Dress is business casual. Jacket is not required but it may be chilly as this event is outside in the evening so bring a sweater or light jacket. (See map for location of event) |  |
 |
|
|  |
 | Monday, October 10, 2005 |  |  |
 |  |
|  |
 | 8:30 a.m. - 9:00 a.m. | Continental breakfast in the Martini / Trefethen room with meeting to follow. (See map for location.) |  |
 |  |
|  |
 | 9:15 a.m. - 9:30 a.m. | Opening remarks, comments and introductions. Ron Tracy, President RTA, Inc. |  |
 |  |
|  |
 | 9:30 a.m. - 11:30 a.m. | Global Account Management. Presented by Tony Gosden, VP Intel and his executive staff. |  |
 |  |
|  |
 | 11:30 a.m. - 1:30 p.m. | Lunch (Location to be announced) |  |
 |  |
|  |
 | 1:30 p.m. - 3:00 p.m. | Re-engineering Accounts Receivable Management, Credit & Collections for Maximum Performance and Efficiency Presented By David Kaminski.
Recognizing the need to overhaul and reengineer Microsoft’s Accounts Receivable function the Treasurer of Microsoft spent most of the year in 1996 trying to lure a top executive away from Compaq. His efforts were finally successful when David Kaminski left Compaq accepting the position at Microsoft.
From the outset Kaminski was charged with re-engineering Microsoft’s highly fragmented Accounts Receivable, Credit and Collection function into a comprehensive global operation for maximum performance and efficiency. Today, Microsoft’s Global Accounts Receivable Credit and Collection operation accomplishes all the objective’s sought by the Treasurer in 1996 standing as a cutting edge model for other companies to follow. Mr. Kaminski will take you though the Microsoft operation step by step.
Seeking new challenges Mr. Kaminski resigned from his position as Worldwide General Manager of Financial Services at Microsoft. Highly sought after he has already had a number of offers, which he is considering in bringing his experience and proven record to other companies in need of re-engineering/transformation and business process improvements. |  |
 |  |
|  |
 | 3:00 p.m. - 4:15 p.m. | Training, career progression and succession plans within credit organizations. Attendees should be prepared to discuss these topics as handled within their own credit organization. Ron Bianco VP of United Rental will make a brief presentation and moderate the roundtable discussion to follow. |  |
 |  |
|  |
 | 5:00 p.m. | Meet in Front lobby of hotel for transportation to J. Kirkwood Winery to bottle your own wine and Barbeque. Hosted by Mark & Lisa Vengroff. Shuttle will leave from the hotel sales center at 5:00p.m. Guests will be able to bottle their own wine. A supply of wine will be shipped to your home. After the bottling of the wine we will have a barbeque at the winery. |  |
 |  |
|  |
 | Tuesday, October 11, 2005 |  |  |
 |  |
|  |
 | 8:30 a.m. - 9:00 a.m. | Continental breakfast in the Martini / Trefethen room with meeting to follow. (See map for location.) |  |
 |  |
|  |
 | 9:15 a.m. - 11:30 a.m. | The Business Environment in China, Doing Business in China on a day to day basis, lockbox and credit card service in China. Tony Gosden and Jeffery Phula, Intel. |  |
 |  |
|  |
 | 11:30 a.m. - 1:30 p.m. | Lunch and phone break(location to be announced). |  |
 |  |
|  |
 | 1:30 p.m. - 2:45 p.m. | Customized Scoring and Mathematical Modeling tool which is not only cost effective but user friendly to the extent that staff at your location can create and institute programs on an as needed basis. John Moscicki, CEO Intelligent Results. John, an expert in this field holds a Bachelor degree and Masters Degree in Statistics from Florida State University, and a PHD from Columbia University in information technology and computing. |  |
 |  |
|  |
 | 2:45 p.m. - 4:00 p.m. | Discussion of issues, submitted for concern and consideration as future agenda items. |  |
 |  |
|  |
 | 4:00 p.m. - 4:30 p.m. | Location and dates of the next meeting. Ron Tracy, President RTA Inc. |  |
 |  |
|  |
 | 5:30 p.m. | Shuttle will leave from hotel at 5:30p.m. We will dine at Brix restaurant. Drinks will be outside on the patio. Dress is business casual however it may be chilly so bring a sweater or light jacket. |  |
 |  |
|  |
 | Recreational Events |  |  |
 |  |
|  |
 | Wednesday, October 12, 2005 |  |  |
 |  |
|  |
 | Time to be announced | Golf: Meet in the front lobby of the hotel for transportation to one of the area's better golf courses. |  |
 |  |
|  |
 |  |  |  |  |
 |  |  |  |  |
 |  |
This agenda is subject to change. Please check back frequently for updates. |  |  |
 |  |  |  |  |