Marketing SIG: Channel Marketing Programs
Is it Possible to Make Both Sarbanes and Oxley Happy
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Channel Marketing Programs: Is it Possible to Make Both Sarbanes and Oxley Happy
After the November 15th Sarbanes-Oxley compliance deadline, many companies started to realize that there is much misinformation about the legislation that impacts public companies and their sales and marketing programs. Confusion about Sarbanes-Oxley (SOX), Federal Accounting Standards Board (FASB) and other rulings may make a typical channel manager a bit nervous about executing channel or trade promotion programs like they have in the past. How do the rulings impact programs? What is the impact? How can a manager still get results without being in violation of new rulings?
This presentation will cover the ten easy steps for ongoing program compliance. In the presentation, your members will learn:
- A brief history and definition of Sarbanes-Oxley Act and relevant Federal Accounting Standards Board regulations.
- Definitions of requirements and consequences of non-compliance.
- How to determine which financial model a company should follow.
- Designing a program and documenting guidelines that support each type of financial model.
- How to properly document program guidelines and account for costs.
- Defining “proof of performance” for campaigns and maintaining proper documentation.
- How to account for exceptions.
- What are “internal controls” and what are the easy ways to establish them?
- Results and examples through case studies on public companies who have achieved compliance and efficiencies in their programs.
Cathi O’Sullivan, Director of Marketing and Business Development at CCI
The speaker is Cathi O’Sullivan, Director of Marketing and Business Development at CCI. Cathi is responsible for directing the marketing and informational efforts for CCI clients and management of CCI partner relationships. Before working at CCI, Cathi served as Channel Marketing Manager at Autodesk where she managed programs for their reseller and channel efforts.
Mitchell Park Community Center
3800 Middlefield Road
(between Meadow Drive and Charleston Road)
Palo Alto, CA
6:30 - 7:00 p.m. Registration / Networking / Refreshments
7:00 - 7:20 p.m. Announcements and Introductions
7:20 - 8:30 p.m. Presentation and Discussion
8:30 - 9:00 p.m. Wrap-up / Networking
$15 at the door for non-SDForum Members
No charge for SDForum members
Please call 408.494.8378 for student memberships
No registration required
For more information about the Marketing SIG, please visit the Marketing SIG Main Page, at www.sdforum.org/sigs/marketing.