As a CFO, you need to demonstrate your company’s ability to scale, both organically and inorganically (M&A) in order to succeed in today’s global economy. Building confidence in the market (clients, partners, investors, and competitors) is a critical first step. The Finance organization must play a leading role in building this confidence by developing operational and finance systems that allow you to keep your strategic options open (trade sale, IPO) – allowing you to control your destiny. Speaker: Doug Devlin, CEO, Zuman (Former CFO & COO of TriNet) Presentation delivered at ProformaTECH 2014 - http://www.proformatech.com Track: Finance Technology Landscape | Session: 5

1. Control
Your Destiny
Build Market &
Investor Confidence
with Scalable Systems
Doug Devlin, CEO

2. By the Numbers
million US businesses
27 million US businesses
million have employees
6 million have employees
received venture financing
4,000 received venture financing
220 went public
went public
Odds are better in the lobby?
2
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3. 1
CFO - Position as market “leader”
Finance the Dream
Keeper of the Business Plan
Thought Leadership
Ride for the Brand
3
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4. 2
Choose Wisely
CRM
Customer
Support
SFA
HRIS
BI
4
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Financials
ERP
Forecasting
Profitability

5. 3
Think Inside / Out
Everyone is a client
Internal product ethos
Clients drive product direction
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6. 4
Run to be Public
Financial Systems
Forecasting Systems
Internal Controls
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7. 5
Deliver Actionable Data
Product Line Metrics
Business Intelligence
Client Service
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8. 6
Think Cycles
Organic Growth
Inorganic Growth
Become a Machine
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9. 7
Horns or Halos
See through showroom
Be the first call
Reduce chance of
“running a process”
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10. Choose your path
Put the pieces together
Demonstrate (message) scalability
Investors/Competitors will follow
Control becomes the by-product
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11. 7 Steps to Control Your Destiny
Horns or
Halos
Run to be
public
Be the
market
“leader”
1
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Choose
Carefully
2
Think
Inside/Out
3
4
Deliver
actionable
data
5
Think
Cycles
6
7

12. Q&A
Doug Devlin, CEO

13. Final Remarks: Build Confidence