cbeey2010

3RD ANNUAL

Ernst & Young Business Excellence Summit AT MIAMI UNIVERSITY July 18 - 20, 2010

3RD ANNUAL

Ernst & Young Business Excellence Summit AT MIAMI UNIVERSITY

Table of Contents: PURPOSE/ AGENDA/ATTENDEES PROGRAM OF ACTIVITIES BIOS

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LOGISTICS AND LODGING QUESTIONS AND COMMENTS ABOUT ERNST & YOUNG MIAMI UNIVERSITY AND THE FARMER SCHOOL OF BUSINESS

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Purpose: In July 2010, The 3rd Annual Ernst & Young Business Excellence Summit at Miami University on Integrity, Leadership, and Transparency (Business Excellence Summit) will engage select undergraduates from the top accounting programs in the United States and abroad. These students will participate in a two-day summit involving interactive case studies led by the Co-Directors of Miami’s Center for Business Excellence and graduate students who have taken courses based on integrity, leadership, and transparency and their role in achieving long-term shareholder value. The Ernst & Young Business Excellence Summit will introduce students to the critical need for businesses to exude integrity, leadership, and transparency in today’s world economy. Like the 1st and 2nd Summits in 2008

and 2009, the 2010 program will include case studies that integrate these topics into business scenarios requiring decision-makers to consider competing needs of various stakeholders. This experience will provide students with an understanding that successful business professionals consistently emphasize integrity, leadership, and transparency when making key business decisions.

Participating in the Ernst & Young Business Excellence Summit will be 45 undergraduates selected from among many of the top accounting programs in the United States and abroad.

Students will present their findings in an informal environment to improve their presentation skills. The Ernst & Young Business Excellence Summit will integrate integrity, leadership, and transparency into discussions of current business topics that engage students who are in the early stages of learning about the responsibilities of being a business professional. The discussion also will involve professionals from Ernst & Young, who will offer thier perspectives throughout the summit.

Introducing Select Students to the Critical Importance of Integrity, Leadership, and Transparency In Today’s Global Economy

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Agenda: The Ernst & Young Business Excellence Summit will involve two days of scheduled dynamic classroom activities, in addition to informal interaction during breaks and meals. All classroom sessions and meals will be conducted at the Marcum Conference Center and the new Farmer School of Business building on the Miami University campus in Oxford, Ohio. Materials will be developed by the Center for Business Excellence Co-Directors and they will also lead the classroom sessions.

Students are placed into four to six person teams, led by current and former Masters in Accountancy students at Miami University who studied these areas.

These individuals will be called Team Mentors and will demonstrate the importance of the mentoring process to the student participants.

Miami University faculty and select representatives from Ernst & Young.

A keynote speech by Ernst & Young Global Vice Chair, Beth Brooke, will occur during the dinner. At the conclusion of the first day, a casual dinner and ice sports at Miami’s new Goggin Ice Arena will enable the students to get to know each other better by participating in activities that feature team-building and leadership opportunities.

A formal kick-off dinner on the evening before the event begins will include current and former students who participated in graduate courses focused on business excellence through integrity, leadership and transparency, as well as other

Attendees: Invitations will be based on performance in Ernst & Young’s leadership programs offered to high-performing students at its key recruiting universities throughout the United States and abroad. For example, in 2010, Ernst & Young will select three or four students each from its regional leadership programs offered in the United States, Canada, Mexico, and Israel..

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“ I can really see, after our discussions and the various speeches, how integrity, leadership, and transparency play a crucial role in our lives today. BES was an extremely memorable event and I am very grateful for your hospitality” — Kelly Cao Walter A. Haas School of Business University of California, Berkeley

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3RD A N N U A L

Ernst & Young Business Excellence Summit AT M I A M I U N I V E R S I T Y

Program of Activities for 2010 Summit Marcum Center and Miami Inn—Oxford, Ohio Sunday Evening, July 18 Arrivals: Miami Inn 5:00 – 6:15

Reception and Ice-Breaker Activity, The Farmer School of Business Building

6:30 – 9:30 Walk to the Marcum Center and Meet the Participants of the Future Leaders Summit

Welcoming Remarks

Roger Jenkins, Dean Farmer School of Business

Keynote Speaker

Beth Brooke, Global Vice Chair Ernst & Young LLP, New York and Washington, D.C.

Monday, July 19 7:30 – 8:00

Continental Breakfast, Marcum Center

8:00 – 8:30

Introductions

8:30 – 10:00

Business Excellence General Discussion

Understanding long-term value creation within organizations; The critical importance of integrity, leadership, and transparency; Accounting as a key driver of business excellence

10:00 – 10:15

Break

10:15 – 11:45

An Intern/New Hire View of Integrity, Leadership, and Transparency

General Discussion of Perspectives

Breakouts for Case 1: Completing challenging job assignments

Group Presentations of Case 1: Completing challenging job assignments

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11:45 – 12:45

Lunch, Marcum Center

12:45 – 2:00

An Intern/New Hire View of Integrity, Leadership, and Transparency

Breakouts for Case 2: Maintaining work/life balance Group Presentations of Case 2: Maintaining work/ life balance

2:00 – 3:00 Diversity and its Role in Promoting Integrity, Leadership, and

Transparency

Ken Bouyer, Americas Director of Inclusiveness Recruiting Ernst & Young 3:00 – 3:15

Break

3:15 – 4:30

A Manager View of Integrity, Leadership, and Transparency

Breakouts for Case 3: Issuing credit cards to high credit risk customers

Group Presentations of Case 3: Issuing credit cards to high credit risk customers

6:00 – 6:30

Walk to Goggin Ice Arena

6:30 – 7:00

Reception, Goggin Ice Arena Luxury Suite Area

7:00 – 9:00

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Dinner, Goggin Ice Arena Luxury Suite Area

Evening Address on Leadership

Dan Black, Director Americas Campus Recruiting Ernst & Young

9:00 – 11:00

July Winter Sports Event

Ice Skating/Broomball

11:00

Transportation back to Miami Inn

Tuesday, July 20 8:00 – 8:30

Continental Breakfast, Marcum Center

8:30 – 10:00

A Manager View of Integrity, Leadership, and Transparency

Breakouts for Case 4: Implementing a green strategy

Group Presentations of Case 4: Implementing a green strategy

10:00 – 10:15

Break

10:15 - 11:45

An Executive/BOD View of Integrity, Leadership, and Transparency

General Discussion of Perspectives

Breakouts for Case 5: Balancing short- and long-term stakeholder expectations

11:45 – 12:45

Lunch, Marcum Center

12:45 - 2:15

An Executive/BOD View of Integrity Leadership, and Transparency

Breakouts for Case 6: Dealing with an international crisis event

Group Presentations of Case 6: Dealing with an international crisis event

2:15 - 2:45

Interactive Discussion on Challenges in Developing Integrity, Leadership, and Integrity Skills in Public Accouting

CBE Co-Directors and Ernst & Young Leadership

2:45 – 3:00

Student Evaluations

3:00

Transportation to Cincinnati, Dayton, Indianapolis Airports

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Dr. Brian Ballou and Dr. Dan L. Heitger Co-Directors, Center for Business Excellence, Farmer School of Business, Miami University

Brian Ballou, Ph.D. and Dan L. Heitger, Ph.D. Co-direct the Center for Busines Excellence (CBE), which has a vision to create generations of leaders focused on long-term organizational value. The CBE mission is to improve organizational decision making through a stakeholder management framework that integrates integrity, leadership, and transparency. Both have taught, researched, and worked with students and executives in integrating integrity in corporate governance and executive decision making, leadership in strategy and risk management, and transparency in business communication in varying capacities since 1999. They co-instruct the only course series of its kind in the United States that integrates these topics specifically for Masters in Accountancy students at Miami University. Through the Center for Business Excellence (CBE), they have developed several initiatives. One initiative, begun in 2006, presents an annual Executive Conference that showcases a wide variety of U.S. and international business and regulatory thought leaders. A second initiative, begun in 2007, is the Curriculum Development Initiative, funded by KPMG LLP, which involves developing the integrated course sequence described earlier and provides competitive funding for curriculum development that links academic topics (both inside and outside of business) to integrity, leadership, and transparency. A third initiative, begun in 2008, is the Business Excellence Student Summit at Miami University, funded by Ernst & Young LLP, in which 30 to 40 of the top undergraduate business students from across North America visit Miami to participate in cases in which integrity, leadership, and transparency issues are discussed across a variety of career stages. The AICPA has placed Brian and Dan as its representatives to serve on HRH Prince Charles’ initiative on Accounting for Sustainability based in Great Britain. They both serve on the Corporate Responsibility Officers Association Board of Governers, which publishes the top 100 Corporate Citizens list. Brian and Dan were commissioned by the Journal of Accountancy to write a 2010 article on Accounting for Sustainability.

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Beth A. Brooke

Global Vice Chair, Ernst & Young Beth A. Brooke is Global Vice Chair of Public Policy, Sustainability and Stakeholder Engagement at Ernst & Young and is a member of the firm’s Global Management Group and a member of its Americas Executive Board.

Beth has policy responsibility for the firm’s operations in 140 countries and interacts frequently with regulators, policymakers, and capital market stakeholders. Beth has been named for the third year in a row by Forbes Magazine as one of the world’s “100 Most Powerful Women.”

As Global Vice Chair, Beth focuses on developing the firm’s strategic direction and shaping its position on public policy, and is one of the profession’s most prominent voices in the public policy arena. Her work includes engaging with regulators, policymakers, business leaders, investors and other key stakeholders around the world to address the critical issues facing the profession and global capital markets.

She regularly speaks at forums around the world on topics ranging from leadership in the 21st century, the role of business in society, issues impacting the accounting profession and global capital markets, women’s leadership, and the need for private sector/public sector cooperation to tackle policy challenges.

Beth has played an active role embedding corporate responsibility into Ernst & Young’s strategy. She spearheaded the creation of the Ernst & Young Corporate Responsibility group, including its Fellows Program, which enables the firm’s top performers to spend three months using their expertise to work to help aspiring local entrepreneurs in developing countries. She frequently speaks about the role of business in society and believes strongly that companies have both an opportunity and an obligation to make a difference in the world. In her work with Ernst & Young and for years in her community involvement with Technoserve and Vital Voices, Beth has worked in emerging markets to support entrepreneurs as engines for poverty alleviation and economic growth. In those markets, she has been an advocate and stimulus for public/private/NGO collaboration. She was a co-creator of the Africa Leadership Initiative, a values-based leadership organization for emerging private and public sector leaders. Within Ernst & Young, Beth has been an innovator and force for change and a devoted advocate for the advancement of women.

Her support of the firm’s diversity, inclusiveness and flexibility initiatives have contributed to Ernst & Young’s consistent recognition by FORTUNE as one of the“100 Best Companies to Work For.” Beth’s policy expertise enabled her to make strong contributions to government as well. During the Clinton Administration, she worked for two years in the U.S. Department of the Treasury, where she was responsible for all tax-policy matters related to insurance and managed care. She played important roles in the healthcare reform and Superfund reform efforts. Prior to her current role at Ernst & Young,

Beth was National Director of Tax Advisory Services in Washington, DC, and previous to that, she worked in both audit and tax in the Indianapolis office where she became the first woman partner there in 1990. Over the course of her career with Ernst & Young, Beth has served some of the largest companies in the insurance and healthcare industries.

Beth has an undergraduate degree, with highest distinction, from Purdue University, where she majored in Industrial Management/Computer Science, while playing Intercollegiate Women’s Basketball for Purdue.

She is a Certified Public Accountant and a Fellow in the Life Management Institute, a professional designation in the insurance industry.

Throughout her career, Beth has been actively engaged in numerous civic and business organizations. She is a member of the inaugural class of the Henry Crown Fellows of The Aspen Institute and the Committee of 200. She serves on the Boards of The Committee for Economic Development, The Atlantic Council of the United States, the Partnership for Public Service, TechnoServe, and The White House Project. She serves on the March of Dimes Public Policy Advisory Council, the Advisory Council for the Open Compliance and Ethics Group, the Women’s Leadership Board of the Kennedy School at Harvard, and the Women’s Advisory Board of the World Economic Forum. She is also a member of the newly formed Audit Advisory Committee for the Department of Defense.

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Dan Black

Americas Director of Campus Recruiting, Ernst & Young Dan Black is the Americas Director of Campus Recruiting at Ernst & Young, a leading global professional services organization providing audit, tax, transaction, and advisory services. He works with a team of over 100 recruiting professionals to solidify the firm’s position as a market leader at colleges and universities throughout the Americas. Dan is active in several professional organizations including the American Institute of Certified Public Accountants, the National Association of Colleges and Employers, the American Accounting Association, and Association of Latino Professionals in Finance and Accounting.

Prior to his current role, Dan served as the lead campus recruiter for the firm’s Metropolitan New York Area practice. Before joining recruiting, Dan served a variety of financial services clients in his capacity as a Certified Public Accountant and senior audit professional.

Dan earned his Bachelor’s degree in Accounting from Binghamton University and his Masters in Human Resources from Fordham University. In his spare time he enjoys volunteering, playing sports and serving as a Lieutenant in the Archville Fire Department. Dan and his wife, Lisa, live in Westchester County, NY with their two children, Tommy and Lucy.

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Ken Bouyer

Americas Director of Inclusiveness Recruiting Ken is Ernst & Young’s Americas Director of Inclusiveness Recruiting. Ken has served in a variety of roles since joining the firm in 1990. Prior to his current role, Ken was a Director in the Americas Advisory Services Practice, serving various Global internal audit clients. He still continues to serve Chevron as a client.

As the Americas Director of Inclusiveness Recruiting, Ken is responsible for developing and implementing a recruiting strategy that focuses on creating a diverse talent pool. Inclusiveness at Ernst & Young is defined broadly and includes gender, ethnicity, sexual orientation, disability, and generational differences. Fostering an inclusive culture where all individuals can achieve their full potential is a global priority and a business imperative for Ernst & Young. The firm strives to reflect the changes in world demographics—taking into account the new mix of cultures and individual characteristics that build our talent pool.

Ken has served on several AICPA committees including as a Board Member and the International President of Beta Alpha Psi. He has also served on the Board of Directors for the Federation for the Schools of Accountancy (FSA). Ken is a recipient of the FSA’s “Practitioner Service Award” for his distinguished service to the profession of accounting and accounting education.

Ken has a Bachelor of Science degree in Accounting, from Manhattan College in Riverdale, New York. Ken is a Certified Internal Auditor. Ken currently resides in New Jersey with his wife Shorn and their daughter Kelsie.

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Logistics and Lodging: Miami University is located in Oxford, Ohio, 40 miles northwest from Cincinnati at the intersections of U.S. Route 27 and Ohio State Routes 732 and 73 (for maps see www.muohio.edu). The campus is located approximately one hour from both the Cincinnati and Dayton airports. Participants will stay at the Miami Inn in Oxford, which is a short walk from Marcum Center.

Questions and Comments: If you have any questions or comments regarding the Ernst & Young Business Excellence Summit specifically or the Center for Business Excellence generally, please do not hesitate to contact either of the two Center Co-Directors, Dr. Brian Ballou (513-529-6213; balloubj@muohio.edu) and Dr. Dan Heitger (513-529-6208; heitgedl@muohio.edu).

About Ernst & Young: “Ernst & Young is a global leader in assurance, tax, transaction and advisory services.

Worldwide, our 144,000 people are united by our shared values and an unwavering commitment to quality. We make a difference by helping our people, our clients and our wider communities achieve their potential. For our people, we provide an inclusive environment that values everyone’s contributions, appreciates diversity of thought, fosters growth, and offers continuous opportunities for development. Recognized by organizations such as Fortune, DiversityInc., Working Mother, and Training magazine, Ernst & Young continually strives to be a great place to work.”

Who We Are – Our Values People who demonstrate integrity, respect, and teaming.

People with energy, enthusiasm, and the courage to lead.

People who build relationships based on doing the right thing.

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Ernst & Young Future Leaders Summit Ernst & Young is partnering with Miami University on July 18th, 2010 to showcase both the University and the Firm to a diverse group of high achieving local high school students. Both Ernst & Young and Miami University are focused on the importance of diversity at the collegiate level as well as the professional level. This one day program will consist of a campus tour, meetings with admissions to discuss how to apply to Miami University as well as interactive discussions with Miami faculty and students from the Farmer School of Business and individuals at Ernst & Young around careers in business and public accounting. The students will also hear a presentation from Ken Bouyer, Ernst & Young’s Americas Director of Inclusiveness Recruiting.

Ernst & Young has recruited Miami University’s best and brightest students, and the Future Leaders Summit will help students realize how a quality education from a top university will help them achieve their long term career goals. The Ernst & Young Future Leaders Summit will conclude during the evening with a presentation from Beth Brooke, Global Vice Chair of Public Policy, Sustainability and Stakeholder Engagement at Ernst & Young. Beth will address the high school students as well as other current college students from the United States, Canada, Mexico & Israel who will be coming to Oxford to participate in Ernst & Young’s 3rd annual Business Excellence Summit (BES) at Miami University. These BES students have been hand selected by local recruiters to attend this exclusive 3- day event and will join the high school students in the night’s culminating event with Beth Brooke. These students together with Ernst & Young professionals will make up past, present and future students of Miami University and hopefully future employees of Ernst & Young.

For more information on the Center for Business Excellence, see the Center website at www.fsb.muohio.edu/cbe

“ The one thing that I took away from the entire conference is that it is not enough to be successful, that I have to strive for significance through integrity, leadership and transparency.”

— Matt Davis College of New Jersey 3rd Annual Ernst & Young Business Excellence Summit – 14

Miami University and The Farmer School of Business Miami University possesses a rich tradition and an a reputation for excellence in American higher education. Miami is nationally recognized for the quality of its curriculum, and for its pastoral residential campus, warm and caring faculty, and commitment to undergraduate instruction, enhanced by stellar graduate programs. Educational advocates have referred to Miami University as “one of the top 25 public universities in the nation,” a “public ivy,” a “rising star among state universities,” and a “hidden treasure.”

The Farmer School of Business has maintained an excellent reputation for many years. For example, Business Week recently ranked the Farmer School of Business as the 16th best undergraduate program in the United States.

Also, its Department of Accountancy has long been ranked among the top 20 of all undergraduate and graduate programs in the United States. The school is constructing a new, state-of-the-art building; developing specialized programs like the Center for Business Excellence; enhancing its educational programs through innovative curriculum and pedagogy; attracting top-notch faculty members; increasing diversity; and attracting the brightest students. These goals will be attained only with the strong support of Miami’s many alumni and friends.

Oxford, OH 45056 • 513-529-3631 http://www.fsb.muohio.edu/cbe Miami University: Equal opportunity in education and employment.

3/2010