Professional Documents
Culture Documents
MAXIMIZING
New Knowledge
for the Financial
Professional
Over the past 5 years, EXCELORATORS has worked
with numerous organizations and has built a network of
professors, administrators, mentors, and business
leaders to deliver high impact professional
development training on the campuses of elite
universities in the U.S. including Harvard, MIT, West
Point, Columbia, NYU, Stanford, and UC Berkeley, to
name a few. We have also facilitated business
meetings and networking interactions with Fortune 500
companies and executives. Our network of experts are
eager to share their secrets to success with you.
EXCELORATORS is currently oering exclusive
academic enrichment and professional development
training experiences to professionals traveling from
Pakistan. These trainings support the Pak-U.S.
Knowledge Corridor, a partnership established
between our two countries during Prime Minister
Muhammad Nawaz Sharifs United States visit earlier
this year, which aims to further the bilateral ties
between our two countries in education, science and
technology.
We want to extend a warm hand and begin
collaborating with the Institute of Cost and
Management Accountants of Pakistan (ICMAP) to oer
premier training and education for your needs.
Specically, our experts will share knowledge and
experience taught only at the top business and
leadership institutes in the world with your members.
We look forward to sharing unique access with
Americas greatest treasure, high quality education.
About
OF THE FINANCIAL
PROFESSIONAL
LEARN TO HANDLE
CURVEBALLS
San Francisco
& UC Berkeley
San Francisco
San Francisco is more than just the physical headquarters of our virtual world
(home to Airbnb, Uber, and Twitter). There are some things that havent
changed, and by themselves, are reason enough to revisit: the mind-boggling
views along that glorious waterfront; the Missions still-feisty, freaky, welcomeall-comers character; the meandering natural pleasures of Golden Gate Park.
Even when classic San Francisco rubs up against new San Francisco, the friction,
though at times contentious (Google bus protests, the anti-eviction fight), is also
where the community-conscious activist roots of this city are as vital and visible
as ever.
Day 1
INTRODUCTION
& CURVEBALLS
Morning
Session
Lunch Break
Afternoon
Session
Curveballs
In every merger and acquisition, misleading comments will be made.
While this is foreign to many professionals in accounting and finance
who deal in raw data, it is prevalent in M&A deals and CFOs have to be
prepared and act accordingly. Other curveballs include the buyer or
seller changing the deal at the last moment. This course discusses ways
of dealing with the curve, including due diligence before the deal closes
and preparing for last minute changes with penalties.
Day 2
FAIR PRICE IN
DEAL MAKING
Morning
Session
Lunch Break
Afternoon
Session
Dealmaking Exercises 1
In this roundtable exercise, teams are presented with fictional
dealmaking scenarios and asked whether they should continue
negotiating (and at what contracted price point) or whether they should
walk away.
Dinner Break
Day 3
BUSINESS
INTEGRATION
Morning
Session
Business Integration
Essential to the CFOs M&A role is as a business integrator identifying
the changes related to personnel, processes, and organizational structure
that will best bring out a deals value. This lecture shows how CFOs and
their teams should define the performance metrics and establish goals
that must be achieved to justify the deals purchase price.
Lunch Break
Afternoon
Session
Day 4
DEAL MAKING:
THE CLOSE
Morning
Session
Lunch Break
Afternoon
Session
Dealmaking Exercises 2
Certificate Presentation and Closing Ceremony
Celebratory Dinner and Networking
Suggested
Speakers
Dana R. Carney
Flavio Feferman
Jerome Engel
Financial Leadership
and Communication
IN THE 21st CENTURY
A four-day immersive opportunity held on
the campuses of West Point and NYU
West Point
and New
York City
West Point
The United States Military Academy at West Point is more than a training school
for army officers. It is a wellspring of academics, fifth in the nation in producing
Rhodes Scholars. The academy is a center of leadership. Its alumni include two
US Presidents, eighteen NASA astronauts (five who walked on the moon), and
countless businesspeople, including former and current CEOs of the New York
Stock Exchange, AOL, Quaker Chemical Company, Wendys, Goodrich, Johnson
& Johnson, 7-Eleven, Scott Paper, and Electrolux.
Day 1
LEADERSHIP
DEVELOPMENT
Morning
Session
Lunch Break
Afternoon
Session
Day 2
LEADERSHIP
DEVELOPMENT
Morning
Session
Lunch Break
Afternoon
Session
Day 3
COMMUNICATION
SKILL BUILDING
Morning
Session
Lunch Break
Afternoon
Session
Day 4
MEDIA TRAINING &
COMMUNICATION
Morning
Session
Lunch Break
Afternoon
Session
Suggested
Speakers
Joseph DeAntona
Dean Batchelder
Mike Parrish
Colonel, U.S. Army (Res.)
Colonel Mike Parrish, U.S. Army (Res.), has over 29 years of senior leadership
experience in growing and acquiring various technology related businesses
globally. Most recently, Mr. Parrish has been Chairman & CEO of several publicly
traded companies and was founder and CEO for an environmental services
business which was recognized by Entrepreneur Magazine's HOT 100
highlighting the top 100 start ups in America for 2004 as well as by INC
magazine as the 7th fastest growing private environmental company on its INC
500 list for 2006 and 2007.
Previously, Mr. Parrish held various executive leadership positions with several
General Electric Companies where he served in roles such as General Manager
for global logistics and services for GE's Water business.
Suggested
Speakers
Steve Jarding
Mel Dogan
Edwige Cheynel
Pricing, Growth,
and Profitability
Boston &
Harvard
University
Harvard University
Harvard University is the standard by which all other research universities are
measured. No school has ever challenged its position as the worlds premier
academic institution in the history of the Shanghai rankings. The school has
produced 47 Nobel Laureates, 32 heads of state, and 48 Pulitzer Prize winners. It
boasts the largest academic library in the world, as well as leading medical, law,
and business schools. It has an integrated alumni network that stretches around
the globe.
Boston, Massachusetts
Boston is the capital and largest city of the Commonwealth of Massachusetts in
the United States. One of the oldest cities in the United States, Boston was
founded in 1630 by Puritan settlers from England. It was the scene of several key
events of the American Revolution, such as the Boston Massacre, the Boston Tea
Party, the Battle of Bunker Hill, and the Siege of Boston. The area's many
colleges and universities make Boston an international center of higher
education, including law, medicine, engineering, and business, and the city is
considered to be a world leader in innovation and entrepreneurship.
Day 1
PRICING
FOUNDATIONS
Morning
Session
Lunch Break
Afternoon
Session
Day 2
VALUE
CREATION
Morning
Session
Lunch Break
Afternoon
Session
Day 3
VALUE
CREATION
Morning
Session
Lunch Break
Afternoon
Session
Day 4
PRICING
TACTICS
Morning
Session
Lunch Break
Afternoon
Session
Suggested
Speakers
Elon Kohlberg
David J. Collis
Ford Foundation Adjunct Professor of Business Administration, HBS
For the past thirty years David J. Collis has been a professor at the Harvard
Business School, where he is the Thomas Henry Carroll Ford Foundation
Adjunct Professor of Business Administration within the Strategy Unit -- only the
second full-time Adjunct Professor appointed at HBS. Previously, he was the
MBA Class of 1958 Senior Lecturer and an Associate Professor in the Strategy
group at the Harvard Business School, having also completed five years as the
Frederick Frank adjunct Professor of International Business Administration at
the Yale School of Management and two years as a professor at Columbia
Business School.
James Sharpe
Entrepreneur-in-Residence, Harvard Business School
Jim Sharpe is an Entrepreneur in Residence at the Arthur Rock Center in the
Entrepreneurial Management Unit at the Harvard Business School. Jim has been
with Harvard Business School for over 7 years as both a Senior Lecturer in the
MBA and Executive Education programs and now as an Entrepreneur in
Residence.
His mentoring interests are in the areas of search acquisitions, profitable growth,
manufacturing, operations, B2B niche marketing, pricing, family balance, dualcareer couples, large/small company differences, ethics and exit strategies. As an
investor, he has ownership positions in more than two dozen entrepreneurial
companies
Primary Instructors
Steve Jarding
Instructor in
Public Policy
Harvard Kennedy School
of Government
Flavio Feferman
Lecturer
UC Berkeley Haas
School of Business
Excelorators taught me to be a
brilliant leader. It opened up the
personal resources necessary to
inspire others and helped me turn
a lackluster team into a dynamic
force within my company.
Michael Huang
Joseph DeAntona
President and CEO of
The DeAntona Group
Instructor, United States
Military Academy
William R. Kerr
Instructor of Business
Administration
Harvard Business School
EXCELORATORS, Inc.
Frequently Asked Questions
Page 2
Page 3
Length of stay
Consular ocers usually issue a visa for the maximum time allowed for that category because it
saves time for the applicant and the consulate. The maximum validity of Visitors Visas is 10
years. They are valid for multiple entries within this period. The maximum single duration of
stay is six months.
However, some applicants are given visas only for 6 months. In this case they must enter the
country within the next 6 months, or the visa will expire. An applicant is usually given a 6 month
visa the rst time they travel to the US. If they use it properly and exit the US before the date
they were required to, the next time they are likely to be issued a 10 year multiple entry visa.
Applying for a Visitor Visa
US Visitor Visa applicants should apply to the nearest US Embassy or Consulate to the place of
their permanent residence. As the processing time of visa applications is quite long, it is
advisable to apply for a Visa well before the intended departure date.
The rst step in the Visa application process is to ll out the required documents.
Required Documents
1. The rst thing to do is complete the Nonimmigrant Application Form DS-156 online. Make
sure you answer all questions in English using only English characters. Press the continue
button at the end of the form. On the last page, you will see a bar code. You will need it to
schedule your interview. Print the form and bring it to your interview. Do not fold the printed
application form.
Please note that some US embassies now use a new DS-160 Online Nonimmigrant Visa
Electronic Application, so follow the link in order to nd out id the Embassy you plan to apply
to is one of them.
2. All male applicants aged 16-45 should complete a supplementary form DS-157 about their
travel plans. If you are a national of one of these countries which are considered as sponsoring
terrorism (Cuba, Syria, Sudan, and Iran), you will have to complete if you are aged 16 and up,
regardless of gender.
3. You should have a valid passport with a validity date at least six months beyond your
intended period of stay in the United States.
4. One photograph 2x2 inches stapled or glued to form DS-156. Please see this page for
photograph requirements.
Visitor Visa Application Processing Fees
For current fees for When you go to your interview, you will need to show that you have paid a
visa application processing fee. Currently the price for processing a visitor visa application is
$131.00 and it is not refundable if you are refused a visa.
During the interview the consular section ocer will review you application and your
supporting documentation. S/he might also ask some questions about your planned visit to the
USA. You will also be asked to put your ngers on a glass screen so that a digital photograph of
your ngerprints can be taken. This information is stored on a US government database and will
be accessed to check your criminal record or in the event of you being involved in a criminal act
either as a victim or a perpetrator.
Additional Documentation
US Visitor Visa applicants should visit the webpage of the Embassy or Consulate where they
plan to apply for a visa in order to nd out what additional documents they need to provide.
Generally, all Visitor Visa applicants will have to provide documents showing the purpose of
their trip, arrangements made to cover the costs of the trip either by the applicant or by a third
person in the US and that they have family ties or employment which will compel them to
return abroad.
APEC Business Travelers Card (ABTC) holders
If you have an ABTC, you still need a visa in order to enter the US as a visitor. Follow the
procedure above in order to apply for a visa. You will still need to be interviewed; however, you
might be eligible for an expedited visa interview appointment. Check the US Embassy where
you plan to apply for more instructions how to obtain an expedited interview.
Misrepresentation and Fraud
Visa applicants should keep in mind that any willful misrepresentation of a fact or fraud may
result of permanent denial of entry to the US.
US Visa Ineligibility:
There are several classes of people who are inadmissible to the US under the Immigration and
Nationality Act (INA), based on:
Health related grounds these could be people with communicable diseases or without
proper vaccinations
Criminal or related grounds for example, controlled substance trackers
Security and related grounds these include members of terrorist organizations
Likely to become public charge, meaning people who will not be able to support themselves
based on their age, health or other conditions
Illegal entrants, immigration violators, or previously removed from the US
To nd more information about persons, inadmissible to the US, you can go the relevant
sections of the Immigration and Nationality Act.
In some cases an ineligible person can apply for a waiver of ineligibility and still get a visa. This
can happen if it was a minor crime and they can prove they have rehabilitated from it, or,
alternatively, a long time has passed after the crime was committed.
Entering the US and Duration of Stay
US Visitors visa applicants should be aware that a visa is not a guarantee for entering the US. The
nal decision is made by a US Customs and Border Protection ocial. They have the nal
authority to grant or deny entry to the US.
If you are allowed to enter the US, the customs ocial will determine how long you stay by lling
out an Arrival/Departure Record (form I-94). In most cases, you will see a specic date in the
lower right-hand corner on the Form I-94. This is the date by which you must leave the United
States.
Form I-94 is a very important document as it authorizes your stay in the U.S. Its very important
to keep in your passport during your stay in the US.
First Name
Last Name
Based at (City/Country)
CNIC No.
Email Address
Residential Address
Attending
Telephone Number
Yes
No
1 Changing Role
February 20-25, 2017
Standard Price
ICMAP Member Price
$3750. USD
$3000. USD
Signature
Fellow/Associate No.
1 Copy of CNIC
2 Copy of Passport
3 This completed signup form