February 25 th. & 26 th, 2015 San Francisco FP&A2015

Transcription

1 February 25 th & 26 th, 2015 San Francisco FP&A2015 Finance Data Analysis & Big Data Financial Modeling & Driver-Based Planning Forecasting and Future Planning Financial Intelligence & Information Delivery High Performance FP&A Teams Earn 13 CPE Credits

2 Event Agenda 8:30 am 9:45 am Wednesday, February 25 th Opening Address The Intelligent Enterprise Utilize performance management and strategic decision making to move from Business Intelligence to Predictive Intelligence Keynote Optimization Forecasting, Data and Planning The power of knowing how it all fits together 11:00 am Financial Planning & Analysis Finance: Transition Data into Impact Harness financial data to promote better financial planning and drive financial execution 12:00 pm Lunch and networking break Forecasting The Amazing Science and Delicate Art of Forecasting Establish integrated business planning through synchronized forecasting processes 1:00 pm Financial Modeling and Driver Based Planning Link financial planning to operational drivers and key performance indicators Demand Planning Transformation Lesson s learned in implementation and change management 2:15 pm 3:30 pm Continuous Planning and Rolling Forecasts Utilize rolling forecasts to adapt to dynamic business challenges and opportunities Finance Transformation at Work Create a new, transformative vision for finance to excel in the modern era 4:30 pm Networking Reception S&OP Implementation & Framework Align sales and operations functions to ensure customer needs are met Forecasting Methodology & Supply Chain Management in New Technology Ventures Lesson s learned through in-accurate and misunderstood forecasts 8:30 am 9:45 am 11:00 am Keynote Evidence-Based Decision Making Transition data into meaningful strategic and tactical insights for analytics and forecasting Keynote Moving Beyond Internal Forecasts Practical experience in competitive and market analysis for forecasting Product Strategy & Management FP&A: Strategic Advisors Providing business partnership and influence to maximize profitability 12:00 pm Lunch and networking break Thursday, February 26 th Product Innovation & Management Scenario Planning and Strategic Decision Analysis Knowledge management techniques for determining and evaluating both expected and unexpected events 1:00 pm Build a High-Performance FP&A Team Define the vision and roadmap to implement high performing financial planning and analysis across the organization Demand-Driven Price Optimization Lifecycle growth and pricing strategies throughout the product lifecycle 2:15 pm Keynote Advanced Analytics For All Bringing simplicity, ubiquity, and actionability to analytics, without sacrificing statistical rigor, to empower all levels of the workforce 3:15 pm Adjourn

3 FP&A2015 Dynamic Key Learnings & Take-Aways Evidence-based approach to financial management through effective insights and analytics Financial innovation optimization and prioritization Unique methods for gaining and leveraging financial insights Effective analysis that allows senior management to make more informed decisions Add strategic value as a consultative financial business partner Predictive analytics to anticipate and prioritize financial decision making Bridge the gap between data analysis and effective forecasting Leverage financial intelligence to better predict financial outcomes Data driven decision making to improve financial modeling and planning Develop an effective financial data management system that promotes stewardship and governance Incorporate financial planning and analysis throughout the global organization Define and translate financial data to drive consistency across all financial information product planning, management and innovation are more important than ever in the pursuit of competitive advantage. Customers ever changing wants and needs drive the need to offer products with distinct characteristics and market these products in a way that motivates customers and promotes loyalty. This is where the challenge arises for product managers; to develop more efficient innovation practices, optimize use of customer knowledge and insights, better manage product lifecycles and increase the effectiveness of marketing initiatives. FP&A 2015 addresses the full spectrum of financial planning and analysis, from budgeting and forecasting to financial data and analytics. Comprised of two unique tracks, this is the most comprehensive FP&A event available. Attendees will learn from leading industry practitioners on topics focused on advanced methods of financial analysis, building high performing teams, big data, analytics and financial insights. Attendees will instantly realize the difference between this forum and other conferences. Learning sessions are vendor agnostic and there are NO sales pitches. Presentations will be conducted by the most talented corporate experts and thought leaders, both regionally and nationally. For those who are interested in learning more about available tools, a select few vendors will be invited to provide demos and information by request. FP&A 2015 is a unique opportunity for financial managers, directors, vice presidents and analysts looking to leverage thought leadership from some of the world s leading organizations

4 Wednesday, February 25 th Keynotes Thought leadership in Financial Planning & Analysis Day One - 8:30 The Intelligent Enterprise Utilize performance management and strategic decision making to move from Business Intelligence to Predictive Intelligence Leverage business intelligence and predictive analytics to make better decisions Maximize decision management for applying predictive analytics in operations Turn uncertainty about the future into usable probability Incorporate a system of aligning decision management with strategic execution Day One - 9:45 Optimization Forecasting, Data and Planning The power of knowing how it all fits together Transition from data reporting to advanced analytics Get more out of predic.ve analysis and advanced modeling techniques Ensure best practices for data translation & interpretation managing process from data mining to flow/transfer of intelligence without losing credibility Develop a forecasting & planning organizational framework which includes governance and strategic considerations Day One 11:00 Option A Finance: Transition Data into Impact Harness financial data to promote better financial planning and drive financial execution Effective analysis that allows senior management to make more informed decisions Decision support aligned to business needs and objectives Leverage knowledge of key financial measures to optimize performance Evaluate contribution margins, operating margins and cash flows for improved ROI Day One 11:00 Option B The Amazing Science and Delicate Art of Forecasting Establish integrated business planning through synchronized forecasting processes Establish collaborative planning and forecasting partnerships Effectively manage organizational knowledge for better strategic planning Bridge the gap between data analysis and effective forecasting Identify and leverage creative thinking to support the forecasting process Contact Alex Smith for detailed speaker information:

5 Wednesday, February 25 th Break-outs Best practices, case studies, workshops and strategy sessions 1:00pm Financial Modeling and Driver Based Planning Creating the data foundation for financial modeling and evidence-based decision making Data-driven decision making to improve financial modeling and planning Create a cause-and-effect relationships linking business drivers to financial and operational outcomes Apply a methodological approach to testing assumptions and scenario analysis Leverage financial intelligence to better predict financial outcomes 2:15pm Continuous Planning and Rolling Forecasts Utilize rolling forecasts to adapt to dynamic business challenges and opportunities Utilize the advantages of re-forecasting and rolling forecasts Maximize continuous driver based forecasting to keep your planning current and accurate Analyze, interpret and integrate rolling forecast processes across the organization Link the forecast to strategic and operational decisions 1:00pm Demand Planning Transformation Lesson s learned in implementation and change management Evaluate challenges and effects to establishing new enterprise planning systems and approaches Aligning processes with tools Communicating and process change transparently and effectively to multiple stakeholders and silos Lessons learned and methodology to ensure successfully change management 2:15pm S&OP Implementation & Framework Align sales and operations functions to ensure customer needs are met Determine what KPIs are essential to meet objectives and operational excellence Enhance sales and operations planning through forecasting, reporting and analysis Assess the input and performance metrics used in the forecasting process for S&OP Leverage technology and advanced processes for more accurate enterprise information 3:30pm Finance Transformation at Work Create a new, transformative vision for finance to excel in the modern era Effective analysis that allows senior management to make more informed decisions Decision support aligned to business needs and objectives Leverage knowledge of key financial measures to optimize performance Implementing and effecting change and process improvement strategically for success 3:30pm Forecasting Methodology & Supply Chain Management in New Technology Ventures Lessons learned through in-accurate and misunderstood forecasts Evaluate the benefits and drawbacks of demand-driven and supply-driven approaches to forecasting Developing clearer line-of-site to true, root causes of variations Decision making methodology to ensure assumptions are framed realistically Key metrics to monitor for in-accuracies Contact Alex Smith for detailed speaker information:

6 Thursday, February 26 th Keynotes Thought leadership in product management and innovation Day Two - 8:30 Evidence-Based Decision Making Transition data into meaningful strategic and tactical insights for analytics and forecasting excellence Utilize the wealth of historical organizational data to make informed decisions Optimize the quantity and quality of useful information Implement evolving techniques to help drive effective strategy planning and execution Leverage technology for improved accuracy, deeper business knowledge and real time decision making Day Two 9:45 Moving Beyond Internal Forecasts Practical experience in competitive and market analysis for forecasting Using data to better analyze future scenarios and make more accurate assumptions about business forces effecting your business environment Improving visibility of the real true market drivers of business performance Overcoming assumptions and internal red tape in market intelligence and forecasting Tracking sales feedback via win/loss analysis and compare offers with a more analytical to help eliminate variance and uncertainty Contact Alex Smith for detailed speaker information:

7 Thursday, February 26 th Break-outs Best practices, case studies, workshops and strategy sessions 11:00am FP&A: Strategic Advisors Providing business partnership and influence to maximize profitability Develop a framework that drives financial intelligence across the organization through strategic partnerships Add strategic value as a consultative financial business partner How to use internal and external acumen to influence decision making through financial analysis Finance rotation programs to provide strategic financial perspective and professional growth 11:00am Scenario Planning and Strategic Decision Analysis Knowledge management techniques for determining and evaluating both expected and unexpected events Use systems thinking to develop scenarios that forecast business scenarios that effect operational efficiency and continuity Develop a system of rank-and-order to evaluate the likelihood of outcomes Employ scenario planning to break traditional organizational world views 1:00pm Build a High-Performance FP&A Team Define the vision and roadmap to implement high performing financial planning and analysis across the organization Develop an effective financial data management system that promotes stewardship and governance Streamline financial data to make advanced analytics available to a broader audience throughout the organization Create a framework that aligns reporting and analytics to organizational objectives Organize FP&A teams to ensure efficiency in the analytics and reporting processes 1:00pm Demand-Driven Price Optimization Lifecycle growth and pricing strategies throughout the product lifecycle Utilize pricing power throughout the product lifecycle Identify key demand points and make price adjustments that align with market and customer variables Develop a holistic view of supply, demand, sales, delivery and customer needs Control demand through price adjustments to align with business and product goals Closing Keynote 2:15pm Advanced Analytics For All Bringing simplicity, ubiquity, and actionability to analytics, without sacrificing statistical rigor, to empower all levels of the workforce Utilize analytics that support the most critical dimensions of your company s strategy Framework for defining strategic goals then aligning analytics effectively and appropriately to help meet those goals Identify the obstacles to developing an analytics roadmap throughout organizational functions Understand the value of leadership buy-in and analytics champions Transform marketing and growth strategy from intuition-drive to analytics-driven Contact Alex Smith for detailed speaker information:

8 Networking Event Organizations that attended 2014 events include: Not only do attendees come to learn innovative skills and best practices in forecasting, analytics and demand management, they also come to meet with peers from different industries across the nation. Keeping this in mind, attendees are given a chance to network with colleagues from an array of backgrounds and disciplines. Network with colleagues and thought leaders from a breadth of industries and functional disciplines This event includes a number of valuable networking opportunities over the course of two days, including breakfast and lunch, multiple networking breaks and a networking reception Contact Alex Smith for detailed speaker information: Accuray Actelion Pharmaceuticals Adobe Systems Affymetrix AGCO Alere Allstate American Superconductor Amway Amica Mutual AppliedMicro Circuits Appro Array BioPharma Audi Atmel AutoTrader.com Bank of the West BASF Beekley Blessing Health Bose Corporation Briggs International Cadence Carlson Cedar Sinai Celanese Corporation Centura Health Cepheid Charles Schwab Chik-Fil-A Chipotle Chiquita Cisco Citrix CNN Comcast ConAgra Copa Airlines Cox Dean Foods Diebold Dolby Dominoes Electonic Arts ebay EJ Gallo Emerson England Logistics Eon US Ericsson ESPN Exelon Corporation Expedia F5 Facebook FedEx Ferring Pharma Fifth Third Bank FL Smidth Flour Foot Locker FW Murphy Gap Inc. Genentech Gilead Grant Thornton LLP JCI JDS Uniphase JP Morgan Juniper Genworth Hamilton Beach Brands, Inc. Hardies Harvard Clinical Research Institute IHG IMClone Infinity Pharmaceuticals Ingram Micro Intuit Jabil Circuit JCI JDS Uniphase Johnson Matthey JP Morgan Juniper Keurig Kaiser Permanente KLA-Tencore Lam Research Lancer Corp Land O Lakes Levi's Lexis Nexis Liberty Mutual Group Life Technologies McDean Maxwell Technologies Maxygen, Inc. Macys.com Mercedes-Benz USA MGM Resorts Micron Technology Microsoft Corporation Mutual of Omaha Nestle NetApp Nike Nissan Omnicell, Inc. Papa Murphy s Intl. PayPal Popeyes Louisiana Kitchen Procter & Gamble RCI Rent-A-Center Research In Motion Roche SanDisk Sara Lee Scottrade Sephora Stryker Symantec Tibco URS USAA Visa Inc Vonage WellPoint, Inc. Wells Fargo Turner Sports Sony Playstation Sigma-Aldrich Qwest HighMark Inc InComm Netsuite Parker Hannifin SunTrust Bank UTi Blue Cross Gen-Probe Lockheed Martin Ventura Foods Syncapse Assurant Solutions Abbott Laboratories Certiport Camden JDSU Robert Half International Pamlab Harley Davidson Safeway Onvia Bally Tech Planview Manheim

9 Area San Francisco International Airport Located near San Francisco International Airport, our venue provides excellent access to Bay Area transportation as well as all the city has to offer. G has on-the-ground knowledge of the area s best restaurants, hotels and shows to maximize your experience outside the Summit. Hotel and Accommodation Facilities Our venue s excellent location offers easy access to the entire San Francisco Bay Area. We have scouted locations throughout the region and find that the Westin San Francisco Airport offers excellent accommodations, an unrivaled meeting environment and tremendous value. San Francisco Area, Venue & Travel Information Travel This event is best accessed by-way-of San Francisco International Airport. A complimentary hotel shuttle leaves every 20 minutes from SFO, directly to the event location. Oakland International Airport offers another convenient traveling option for our non-local guests and can be accessed by BART trains or taxi cabs. Venue Weston SFO Westin SFO 1 Old Bayshore Highway Millbrae, CA Room Rate $ 209 / night Earn CPEs Reservations: Mention the Altamont Group/Gateway Management room block to the customer service agent Online Hotel Reservations: CPE Credits: 13 Gateway Management is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, Web site: Program Level: Delivery Method: Prerequisites: Advanced Preparation: Basic Group-Live None None

10 FP&A 2015 Registration & Contact Information Attendee Information Attendee Name FP&A 2015 Early Registration Includes Wednesday Thursday event plus networking reception $ 1, Title Organization Phone Number Standard Registration Includes Wednesday Thursday event plus networking reception $ 1, Additional Attendee Title Additional Attendee Name Name Additional Attendee Includes Wednesday Thursday event plus networking reception 3 Attendee Rate Includes Wednesday Thursday event plus networking reception $ 1, $ 3, Title For Early Registration, register by November 28, 2014 Payment Information Check/Purchase Order Credit Card Name on Card Card Number Expiration Date Billing Address City/State/Zip CV2 (card verification number) Pay By Check: Checks should be made payable to Gateway Management. The mailing address for checks and tax forms is: Gateway Management 2625 Alcatraz Avenue, #341, Berkeley, CA Cancellation/Rescheduling Policy: All cancellations made four weeks or longer from the summit s start date will be provided a full refund or credit toward current or future Gateway Management programs. Any cancellations made within four weeks of the programs start date will be provided with credit toward current or future Altamont Group programs. Call Fax Online For group discounts, packages and local information please Alex Smith: