Business Forecasting and Analytics Forum

Transcription

1 #JPKGroup Business Forecasting and Analytics Forum Financial Forecasting and Planning Finance Transformation S&OP and Demand Forecasting Sales and Market Forecasting and Analytics Collaborative Forecasting Predictive Analytics Rolling Forecasts S&OP Excellence Product Forecasting Data-Driven Sales Forecasting 13 CPE credits available! March 1-2, 2016 San Francisco, CA

2 Reasons to Attend Our forums allow attendees to learn and share best practices, walk away with real-concrete, actionable solutions and expand their professional skill sets. The agenda allows you to choose between multiple break out session options so you and your team can converse and interact with other attendees and presenters. By attending, you and your group will walk away with invaluable-actionable examples, insights and connections that will help you tackle challenges in your current role. Unique Format We understand not everyone learns at the same pace or delivery method. Our learning sessions range from 1 hour keynote sessions, to longer workshop sessions and interactive group dialogue and discussion sessions that offer more hands-on, interactive learning. These sessions are designed to help each attendee get the absolute most out of the other attendees and speakers. What's Included Along with the excellent learning and networking opportunities, your tuition fee covers a full, hearty breakfast, lunch, snacks and refreshments for both days. Also, stay after the last session on day 1 for our networking reception and relax with drinks while you network with your peers in a vendor-free atmosphere. LEARN. CONNECT. TRANSFORM. This attendee focused forum provides the most comprehensive forecasting and analytics curriculum on the market today. All of our forums and summits are vendor/software-neutral allowing attendees to focus on frameworks, best practices and organizational strategy. Our two-day Business Forecasting and Analytics Forum is comprised of four focused tracks with multiple session topics. Each session is led by a top practitioner in his/her industry NOT a vendor pitching their products or services. Our forum allows attendees to learn and share best practices and walk away with real-concrete, actionable solutions and expand their professional skill sets. The high level of attendee/speaker collaboration and engagement at the forum truly makes this a unique and favorable offering. Along with the excellent learning and networking opportunities, your tuition fee covers a full, hearty breakfast, lunch, snacks and refreshments for both days. Also, stay after the last session on day 1 for our networking reception and relax with drinks while you network with your peers in a vendor-free atmosphere.

3 7:45 am Registration and Breakfast 8:15 am Welcome and Opening Comments 8:30 am Opening Keynote: The Art and Science of Good Forecasting Combining subjective and objective analysis along with external and internal factors to drive effective forecasting Incorporating measurement as feedback to improve the forecast make forecasting a closed loop Conducting a thorough gap-analysis Managing organizational knowledge by integrating multiple sources of information 9:30 am 15 Minute Networking and Refreshment Break 9:45 am Keynote: Macroeconomic Forecasting to Map Economic Uncertainties Identifying leading indicators in the market to spot upcoming external developments Identifying macroeconomic trends impacting your organization Creating an economic trend outlook model as an add on to traditional planning Improving the planning process and reduce amount of flexibility needed 10:45 am 15 Minute Networking and Refreshment Break 11:00 am Track A: Financial Modeling and Driver Based Planning Link financial forecasting to operational drivers and key performance indicators Create 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 11:00 am Track B: Finance as a Strategic Business Partner Building strategic partnerships with key stakeholders to become more effective leader Interpreting, explaining and driving performance within the organization Presenting a dynamic industry, competitor and economic context Supporting and influencing key operational and strategic decisions 11:00 am Track C: Creating a Consumer Driven Supply Chain Using customer satisfaction as a measure of high performance Shifting from an operations driven organization to a customer driven organization Finding and eliminating any material, process or production output that doesn t create value Balancing organizational priorities to create a nimble and responsive supply chain

4 11:00 am Track D: New Product Introduction and Forecasting Advanced lifecycle planning and forecasting strategies to meet long-term product requirements Create a process to manage and track financial liabilities and mitigate risk through new product launches Align demand forecasts with product introduction Evaluate the full product lifecycle to forecast short and long-term fluctuations in demand 12:00 Lunch 1:00 pm Track A: Leverage Cloud Based Systems in FP&A Leverage the cloud not only from a technical perspective, but to gain competitive advantage Discover how cloud computing enables rapid FP&A technology deployment Assessing and minimizing concerns over security and total cost of ownership Utilizing cloud technology can lead to greater flexibility and agility within the FP&A function 1:00 pm Track B: Using Scenario Planning as a Strategic Tool in an Uncertain Economy Enhancing your organization s competitive position & ability to adapt to an ever-changing global environment Helping foster a continual assessment of strategic actions to be taken Utilizing scenario planning from capital planning to strategic investments to projecting talent needs Using econometric analysis to enhance the competitive advantage of a business 1:00 pm Track C: Using Big Data to Enhance Demand-Driven Forecasting and Planning Using real-time information to sense demand signals and respond quickly to changes in demand Create valuable and actionable insights from large amounts of data Establish demand forecasting and planning processes before any technology adoption Harnessing Big Data to support the identification of new market drivers and key performance indicators that influence consumer demand 1:00 pm Track D: Using Data-Driven Sales Forecasting Reducing risk and identifying opportunity with a data-driven approach to sales forecasting Define and standardize sales opportunity stages Forecasting objectively: Know historical sales stage conversion rates to closed-won Define key metrics that drive your forecast and meetings 2:00 pm 15 Minute Networking and Refreshment Break

5 2:15 pm Track A: Mobilizing Finance Change in a Tsunami of Data Leverage existing technology to bring traditional solutions to the web enabling real time updates, promoting collaboration, and access to rich, interactive data visualizations Standardized and Consistent treatment and process Consolidated and archived data in a central point Real time updates and comparisons 2:15 pm Track B: Benchmarking for Improved Financial Performance Gain insight into gaps, opportunities and areas in which your organization can focus on and improve Select and prioritize areas in need of improvement based on the strategy of the organization, competitive advantage, the impact of potential improvement and likelihood of success Develop a database of accurate, timely and relevant internal data that lead to analysis of current performance against best in class results Identify the causes of the current performance gap and eliminate the root causes for excess cost and effort 2:15 pm Track C: Developing a Collaborative Integrated Planning Process Bring strategic planning, finance, supply chain, sales, marketing and product development into a unified planning operating model to drive transformational performance improvement decisions Harmonize financial and operational processes with customer demand Enable collaborative, cross-functional business decision making across the product lifecycles Deliver cross-enterprise alignment of planning and execution processes to improve predictability and financial performance while managing risk 2:15 pm Track D: Anticipate Customers Future Behavior with Predictive Analytics Harnessing predictive analytics to forecast future trends in customer behavior, buying patterns, and who is coming into and leaving the market and why Utilize predictive lead scoring to forecast customer behavior Increasing cross-sell rates with sophisticated customer segmentation Utilize trend forecasting to help determine potential future sales growth 3:15 pm 15 Minute Networking and Refreshment Break 3:30 pm Workshop A: 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

6 3:30 pm Workshop B: Sales and Operations Planning (S&OP) Excellence Determine how to best apply the company s resources to strike an optimum balance between maximizing profit and satisfying the company s most important operational goals Ensure demand planning, supply planning, and inventory optimization meet company financial objectives and are within working capital constraints Execute base-line demand as well as demand sensing and demand shaping activities Establish clear roles and responsibilities for managing information at each stage in the process and define process performance metrics 5:00 pm Networking Reception

7 7:45 am Registration and Breakfast 8:15 am Welcome and Opening Comments 8:30 am Opening Keynote: Collaborative Forecasting and Insights Establish integrated business planning through synchronized forecasting processes Develop, implement, and manage collaborative forecasts Establish collaborative planning and forecasting partnerships Make transparent, interrelated and aligned business assumptions 9:30 am 15 Minute Networking and Refreshment Break 9:45 am Keynote: Utilizing Predictive Analytics to Identify Business Drivers for Growth Predict trends, understand customers, improve business performance, drive strategic decision-making, and predict behavior Harness the ability to respond predictively and proactively to customer needs and wants Enabling information streams to be accessed, analyzed and shared in real time Drive strategic decision-making with insights from predictive analytics models 10:45 am 15 Minute Networking and Refreshment Break 11:00 am Track A: Building a High-Performance FP&A Team Create a highly adaptive team while fostering a culture of creativity and innovation 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 11:00 am Track B: Transforming Finance: Leveraging Analytics and Intelligence Using analytics to drive operational efficiencies and creating new value for their organizations Drive standardization and simplification of core transactional processes Create enterprise-wide strategic capabilities Leverage and reduce IT investments and infrastructure costs 11:00 am Track C: 360 Degree Supply Chain Visibility with Data Analytics Improve and strengthen the supply chain by making data readily available to all stakeholders, including the customer Maximize productivity, collaboration, speed and visibility while time spent monitoring events can be minimized Improve relationships with supply chain stakeholders Identify issues early, and proactively respond before problems affect efficiency

8 11:00 am Track D: Social Media Analytics: A Catalyst for Better Customer Insight Derive insights about customer segments and behavior to fuel organic growth through improved up-sell and cross-sell opportunities Reach more customer faster, dynamically and with greater precision Achieve influence and intimacy: amplify the relationship in customer relationship management Improve productivity and customer service and enhance the customer experience across all sales channels 12:00 pm Lunch 1:00 pm Track A: FP&A: Creating Value Through Insight Leverage financial planning and analysis to provide true business impact Leading insight generation and align business to the data and understand what impact it has on the organization Becoming the strongest influencer by supporting executives with data and then guiding the organization through times of uncertainty Effectively translating the organization s strategy into action, ultimately driving business success and shareholder value 1:00 pm Track B: Financial Performance Measurement and Management Linking Operational and Financial KPIs, and aligning employee rewards Create a consistent view of the business across all reporting dimensions Provide faster decision making capabilities Utilize predictive analytics and forecasts to provide real foresight 1:00 pm Track C: Impact Profit and Customer Satisfaction with Demand Uncertainty Linking Operational and Financial KPIs, and aligning employee rewards Create a consistent view of the business across all reporting dimensions Provide faster decision making capabilities Utilize predictive analytics and forecasts to provide real foresight 1:00 pm Track D: Enhancing Sales with Big Data s Tools and Techniques Identify and target the most profitable potential customer segments Increase lifetime customer value Utilize a variety of data to develop a more complete view of each consumer and conduct direct sales in a highly personal manner Identify and refine key target segments and/or leads and determine the strategies that will convert them from leads to customers 2:00 pm 15 Minute Networking and Refreshment Break 2:15 pm Keynote: Creating an Integrated Data Framework that drives a Forecast Decision Support System Combining processes, standards, people and tools to ultimately enhance forecasting accuracy

9 "I ve attended 15+ SCIP/Frost & Sullivan conferences and this has been the most valuable to me. Practical and actionable." "It was great not having 'vendors' selling/promoting services during breaks or in speaking sessions." "Relevant topics and diverse but relatable group of speakers." "Informal dialogue and peer learnings was great! Ability to learn/become aware of new tools and concepts." Accounting Business Analysis & Planning Business Development Business Intelligence Business Solutions CEO CFO Competitive Intelligence Controller COO Corporate Forecasting Manager Corporate Strategy Manager CPA Demand Planning & Analytics Executive Director Finance & Treasury Forecast Analyst Forecasting FP&A Market Analysis Marketing Intelligence Marketing New Product Business Analytics Predictive Modeling Project Management S&OP Demand/Planning Sales Operations & Business Intelligence Strategic Initiatives Strategic Marketing Strategy & Operations Supply Chain Treasurer VP, Marketing VP, Sales And others!

10 Hilton San Francisco Airport Bayfront 600 Airport Blvd. Burlingame, CA We currently have a discounted room rate for our attendees. There is a limited amount of rooms at the discounted rate so reserve today in order to secure your rate. You may reserve your room by phone: (mention the JPK Group name to receive the discount). Room Rate: $259/night. Limited amount of discounted rooms available. JPK Group LLC 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 submitted to the National Registry of CPE Sponsors through its website: Recommended Field of Study: General Program Level: Basic Delivery Method: Group Live Prerequisites: None Advanced Prep: None

11 DECEMBER 2016 Summit Registration Attendee Participation Rates 1 Person - $1,499 total (a $300 discount) 2 People - $2,899 total (a $700 discount) 3 People - $3,999 total (a $1,400 discount) 4 People - $4,999 total ($2,197 discount) 5+ People - registration@jpkgroupsummits.com Attendee Name Title Organization Phone Additional Attendee Name Title Organization Phone Additional Attendee Name Online: JPKGroupSummits.com Phone: Fax: POSTMODERN PAINTING. Stella alternately paints in oil and watercolor Title Organization Phone Credit Card Payment Information Name on Card Card Number Expiration Date CV2 (card verification number) Billing Address City/State/Zip Pay by Check Checks should be made payable to JPK Group LLC. The mailing address for checks and tax forms is Rancho Carmel Drive #502876, San Diego, 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 JPK Group programs. Any cancellations made within four weeks of the programs start date will be provided with credit toward current or future JPK Group programs.within four weeks of the programs start date will be provided with credit toward current or future JPK Group programs.