China Balanced Scorecard Strategy Execution Summit 2007
Time & Venue

Why this Summit

Featured Speakers Featured Case Studies
Interactive Panel Discussion Summit Agenda Who should attend Registration Form

Time: Sept 14, 2007
Venue: Grand Hyatt Hotel, Shanghai, China


Why this Summit
This will be the single most important annual summit for strategy management in China. It will be an auspicious occasion gathering together the most recognized and best-known strategy management consultants, senior business leaders from top tier Chinese enterprises, and highly respected strategy management professors from top tier business schools. They will share valuable thought leadership about the management of strategy in China. Representatives from international companies will present their cases on successful strategy execution and share best practices. This is a significant opportunity to learn through face-to-face communication with the experts!

The winners of first China Hall of Fame for Strategy Focused OrganizationsTM will be announced & receive the distinguished award from the Chairperson of the Award Committee, Dr. Yong-ling Sun.

Featured Speakers

Dr. Daqing Qi, Vice Dean of Cheung Kong Graduate School of Business (CKGSB)
Dr. Qi is currently associate dean and professor of accounting of CKGSB. He earned his doctoral degree from Michigan State University and taught in The Chinese University of Hong Kong. His research interests include financial reporting & analysis, earnings management by listed firms, and strategy execution by Chinese companies. Dr. Qi is a member of the American Accounting Association and serves in the board of directors of several NASDAQ listed companies.
Dr. Yong-Ling Sun, CEO of eGate Consulting
Dr. Yong-Ling Sun is one of the most recognized and best-known strategy consultants in China. She earned an MBA from Duke University, and later, a DBA. Dr. Sun has provided extensive consulting and training services to more than 100 companies in China. Dr. Sun co-authored the first bilingual book on BSC written in China ¨C Balanced Scorecard & Strategy Execution Applications in China. She has received several awards as one of the top 10 management consultants in China, including recognition by the China Academy of Sciences.
Matthew Tice, Managing Director of Palladium Consulting Pty Ltd - Asia Pacific
As a member of the Kaplan and Norton team for ten years, Matthew has worked with countless organizations throughout the world to create value through rapid and effective strategy execution. Mr. Tice is a frequent public speaker and occasionally guest teaches strategic management modules at the University of Technology Sydney (UTS) in their executive and mainstream MBA programs. He is also a member of the CEO Committee of Australia.
Edgar G. Hotard, Chairman of the Monitor Group (China)
Monitor is a leading global strategy-consulting firm that also provides financial advisory service through its investment and private equity groups. He is also a Senior Advisor to MPM Capital, a Venture Partner with ARCH Venture Partners and Managing General Partner of Hotard Holdings Ltd, an investment partnership. Ed retired in 1999 as President and Chief Operating Officer of Praxair Inc.

Featured Case Studies:
Korea East-West Power Company
In just four years, Korea East-West Power (EWP) went from being a debt-strapped, high-expense, newly privatized utility to becoming one of Korea's shining corporate stars ¨C in everything from innovation and efficiency to customer satisfaction. EWP has led Korea¡¯s power generation business for the past five years. EWP operates six
power plants and owns power generation equipment with a total capacity of 9.5 million KW, which constitutes 15% of local power generating equipment. With ~2,000 employees, EWP had revenues in 2005 of 2,175 billion krw, and assets of 4,460 billion krw. As a result of achieving breakthrough results via their strategy execution, EWP won the global Hall of Fame for Strategy Execution? award at the 2006 Balanced Scorecard Collaborative Asia Summit.
   
Supor Co., Ltd.
Supor, China¡¯s market leader in the cookware industry, is the first publicly listed company among all cookware manufacturers. It is a high-tech enterprise in Zhejiang Province with extensive research, production & marketing capability. As a role model
in its industry, Supor was an innovative leader through its implementation of the Balanced Scorecard as a strategy execution system in 2004. Supor has implemented a series of management changes in its operations and applied a total budgeting management system. Supor has continued to grow and modernize with increasing efficiency and profitability.
   
China Resources Group
China Resources (CRC) is a diversified group company with profit center specialization and market leadership positions in all its core businesses and industries. CRC has more than 70 years operating history with total fixed assets over
HK$135 billion. The group company first integrated the Balanced Scorecard System with its proprietary Six Management System (6S). CRC implemented BSC best practices within the group, as well as multiple SBUs and functions, to create organizational alignment and successfully manage strategy throughout the diversified organization. China Resources Microelectronics (CR-M), a CRC flagship company, received China¡¯s first global award for the Balanced Scorecard Hall of Fame from Dr. Robert Kaplan at the 2006 Balanced Scorecard Asia Summit for Strategy Execution.

Interactive Panel Discussion:
The Importance of Leadership in Strategy Execution
Tsingtao Brewery Co., Ltd.
Tsingtao Brewery is the most famous brewer in China, with more than 40 breweries and malt plants. The company is among the ten largest brewers in the world. In the late 1990's, Tsingtao Brewery launched its "Great Famous Brand" campaign and implemented a series of strategic initiatives, such as market networking and cost reduction. The
company also led a wave of merger and acquisitions in the local beverage industry. By using scientific management methods and developing its corporate culture, the company has successfully aligned these newly acquired brewers to its strategy.
   
China National Aero-Technology Import & Export Corporation (CATIC)
CATIC Shenzhen Company is a strategic holding company, including hi-tech manufacturing, real estate, hotel, foreign trade, retail and financial services. The group has more than twenty enterprises, including four Chjna and overseas publicly listed companies [CATIC Industry, Shenzhen Tianma, FIYTA, Shenzhen Nanguang] and many
other well known enterprises such as Shennan Circuit, Shenzhen Rainbow Department Store, CATIC Estate, CATIC Trade, CATIC Property, Grand Skylight Hotel, Shanghai Hotel, Jiangnan Credit Securities and Jiangnan Stock.
XinAo Group
XinAo Group was formed in 1989. The company has rapidly evolved into a multi-enterprise conglomerate engaged in the field of clean energy development and distribution. Its core business areas cover an integrated value chain, spanning energy production, energy transformation, energy distribution, manufacture of
equipment, energy related chemicals and bio-chemicals, and real estate. At the end of 2006, the group had more than 20,000 employees, with total assets greater than $23b USD and turnover of $1.16b. Group operations include more than 100 subsidiaries and offices and 60+ cities in China, plus USA, UK and Australia.
China Unionpay
China Unionpay is the only domestic player in China¡¯s bank card payment industry. The company provides the infrastructure in China for transaction services involving credit and debit cards, ATM machines, and point of sale. By adopting advanced technological tools as well as modern enterprise management mechanism, China
Unionpay runs a national bankcard information switch network so as to achieve interoperability of bankcards nationwide and further the development of China¡¯s bankcard industry. China Unionpay has the vision of ¡°touring China and the world with a single card¡±.


Summit Agenda

8:00-9:00


Reception & Registration

9:00-9:10

Welcome & Opening Address
Dr. Irv Beiman, Chairman of eGate Consulting (China Affiliate of Palladium & Balanced Scorecard Collaborative )

9:15-9:45

Keynote Address: Improve Strategy and Performance to Compete in the Global Marketplace
Dr. Daqing Qi, Vice Dean of Cheung Kong Graduate School of Business (CKGSB)
Top tier Chinese organizations are having mixed success in their attempts to expand globally. Dr. Qi will identify evolutionary trends in China business. He will explore how to improve the competitiveness of Chinese companies in the global marketplace.

9:45-10:30

Session I: The New Management Science of Strategy Execution in China
Dr. Yongling Sun, CEO of eGate Consulting
A recent survey of more than 100 enterprises indicates that strategy execution is the most important issue for executives in China. Only 17% reported having a clear, repeated and ongoing strategy management process, which proved to be an essential requirement for strategic success. Dr. Sun will deliver a summary of her practical learning derived from ten years of experience with Balanced Scorecard in China. Learn how organizations in China can adopt BSC strategic management processes and SFO principles to successfully manage their strategy.

10:30-10:45

Refreshment Break

10:45-11:30

Session II: Using Balanced Scorecard to Drive Growth through Innovation
Matthew Tice, Managing Director Palladium & Balanced Scorecard Collaborative Asia Pacific
To create successful innovation, it must be described, measured and managed in a strategically actionable manner. In this session, you will learn how to define your innovation strategy and cascade it throughout your organization. You will gain an understanding of how to create an Innovation Scorecard, as well as measure, monitor and manage your innovation strategy to achieve outstanding business performance.

11:30-12:00

Session III: Establishing Market Leadership as a Strategy Focused Organization
Kim Yeong Sang, Management Planning Manager, Korea East-West Power
How to align organizational resources around corporate strategy is a challenge that puzzles many enterprises. Hear the Korean Hall of Fame award winner, Korea East-West Power, describe how they established market leadership by applying the principles of Strategy Focused Organizations. Learn how they used balanced scorecard tools to effectively align their organization and focus their staff on the critical ingredients for success in a challenging and competitive market.

12:00-13:00

Networking Lunch

13:00-13:45

Session IV: Expert Panel Discussion ¨C The Importance of Leadership in Strategy Execution
China Hall of Fame Award Committee Members & Representatives of Everbright Bank, Tsingtao Brewery, China Union, CATIC Group
Moderator: Dr. Yongling Sun, CEO of eGate Consulting
Leadership is the key ingredient for successful strategy implementation. How can you choose from the hundreds of leadership theories and models that are promoted in China? How can you inspire your organization to improve performance through leadership? Hear practical examples from executives who have faced tremendous leadership challenges and have managed them successfully. Gain valuable insights from Dr. Yongling Sun¡¯s observations about these cases to better understand when to lead and when to manage.

13:45-14:00

Award Presentation: 2007 China Hall of Fame for Strategy Focused OrganizationsTM
Matthew Tice, Managing Director Palladium & Balanced Scorecard Collaborative Asia Pacific
Dr. Yong-Ling Sun, CEO of eGate Consulting, Palladium¡¯s China Affiliate
The China Hall of Fame award will be given to candidate organizations in China that have effectively used the Balanced Scorecard principles, tools and processes to successfully execute their strategies and achieve breakthrough results.

14:00-14:30

Session V: Establishing Excellence of Strategic Management
Feng-He Wang, Vice President of Supor Co., Ltd.
Supor, the China market leader in the cookware industry, implemented BSC in 2004. Supor has established a clear strategy management process after BSC implementation that includes planning, execution and evaluation. Learn how Supor used the balanced scorecard tools to establish a scientific strategy management system and achieve outstanding long term strategic success.

14:30-15:00

Session VI: The Importance of Strategy Formulation in Achieving Success
Edgar G. Hotard, Chairman of the Monitor Group (China)
How do leading international companies develop successful strategies for the Chinese economic context? What concepts and processes do they use to formulate strategy? How is it translated into action to achieve success? Hear Ed Hotard describe international cases from top tier organizations. Compare this to your organization to identify strengths and areas for improvement within your own company so you can be more globally competitive.

15:00-15:15

Refreshment Break

15:15-15:45

Session VII: Strategic Management in Diversified Group Companies
Derek Cheng, Vice GM of Finance Division & GM of Information Center, CRC Group
China Resources is a diversified group company with profit center specialization and market leadership positions in all of its core businesses & industries. Learn how CRC group integrated the balanced scorecard system with its 6S management system. CRC implemented BSC best practices within the group, as well as multiple SBUs and functions, to create organizational alignment and successfully manage strategy throughout the diversified organization.

15:45-16:45

Session VIII: Award Winners Panel Discussion
China Hall of Fame Award Winners
Moderator: Dr. Yongling Sun, CEO of eGate Consulting
Award Winners Share their Experience and Learning
2007 China Hall of Fame for Strategy Focused Organizations award winners will share their experience of using strategy execution methods and tools to achieve breakthrough results. They will briefly explain their key challenges and how they managed them successfully. You will have an opportunity to ask questions and learn from their informative answers.

16:45-17:00

Summit Summary
Dr. Irv Beiman, Chairman of eGate Consulting (China Affiliate of Palladium & Balanced Scorecard Collaborative )

17:00-17:30
Press Briefing


Who should attend?

A strategic learning opportunity for CEOs, CFOs, and executives or directors of strategic planning, human resources, sales and marketing


Registration Form
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