june 14-15, 2016 financial forecasting, analytics ...€¦ · 10:45 am 15 minute networking and...

www.JPKGroupSummits.com

FinancialForecasting,Analytics &TransformationSummit Financial Modeling | Finance as a Strategic Partner | Leveraging Cloud

Based Systems | Rolling Forecasts | Leveraging Analytics and Intelligenceto Transform Finance | Creating Value Through Insight | Building a High

Performance Team | Collaborative Forecasting | Benchmarkingfor Improved Performance

13 CPE credits available!

June 14-15, 2016 | Boston, MA

#JPKGroup

LEARN. CONNECT.

TRANSFORM.

Reasons to Attend

Our forums allow attendees tolearn and share best practices,walk away with real-concrete,actionable solutions and expandtheir professional skill sets. Theagenda allows you to choosebetween multiple break outsession options so you and yourteam can converse and interactwith other attendees andpresenters. By attending, you andyour group will walk away withinvaluable-actionable examples,insights and connections that willhelp you tackle challenges in yourcurrent role.

Unique Format

This attendee focused summit provides the most comprehensivefinancial forecasting, predictive analytics and transformation curriculumon the market today. All of our summits are vendor/software-neutralallowing attendees to focus on frameworks, best practices andorganizational strategy.

Our two-day Financial Forecasting, Analytics and TransformationSummit is comprised of two focused tracks with multiple session topics. Each session is led by a top practitioner in his/her industry NOT a vendorpitching their products or services. Our summit allows attendees to learnand share best practices and walk away with real-concrete, actionablesolutions and expand their professional skill sets. The high level ofattendee/speaker collaboration and engagement at the summit trulymakes this a unique and favorable offering.

The Financial Forecasting, Analytics and Transformation Summit is alsopart of our flagship Business Forecasting and Innovation Forum which iscomprised of two unique events; the Financial Forecasting, Analytics andTransformation Summit and the Sales Forecasting and Market AnalysisSummit.

Along with the excellent learning and networking opportunities, yourtuition fee covers a full, hearty breakfast, lunch, snacks and refreshmentsfor both days. Also, stay after the last session on day 1 for ournetworking reception and relax with drinks while you network with yourpeers in a vendor-free atmosphere.

We understand not everyonelearns at the same pace ordelivery method. Our learningsessions range from 1 hourkeynote sessions, to longerworkshop sessions andinteractive group dialogue anddiscussion sessions that offermore hands-on, interactivelearning. These sessions aredesigned to help each attendeeget the absolute most out of theother attendees and speakers.

What's Included

Along with the excellent learningand networking opportunities,your tuition fee covers a full,hearty breakfast, lunch, snacksand refreshments for both days.Also, stay after the last sessionon day 1 for our networkingreception and relax with drinkswhile you network with yourpeers in a vendor-freeatmosphere.

9:30 am 15 Minute Networking and Refreshment Break

20-year-oldMarianne Teigenrecently publishedher first youngadult novel, andin only a month,it has reached theNew York TimesBestsellers list.

7:45 am Registration and Breakfast8:15 am Welcome and Opening Comments



8:30 am Opening Keynote: Building a High-Performance Forecasting TeamCreate a highly adaptive team while fostering a culture of creativity and innovation• Develop an effective data management system that promotes stewardship and governance• Streamline data to make advanced analytics available to a broader audience throughout the organization• Create a framework that aligns reporting and analytics to organizational objectives

9:45 am Keynote: The Art and Science of Good ForecastingIdentifying 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

11:00 am Track A: Ensuring Financial Planning Success and Avoiding Common Pitfalls

Assessing common and unique financial planning pitfalls and discovering relevant and proven concepts• Determine company targets; allocate investments strategically• Incorporate multiple strategic and operational considerations in your planning• Provide top and bottom line targets to plan owners

11:00 am Track B: Developing a Collaborative Integrated Planning ProcessBring strategic planning, finance, supply chain, sales, marketing and product development into a unifiedplanning 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

12:00 pm Lunch


2:00 pm 15 Minute Networking and Refreshment Break

5:00 pm Networking Reception


1:00 pm Track A: Finance as a Strategic Business PartnerBuilding 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

1:00 pm Track B: Transforming Finance: Leveraging Analytics and Intelligence

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


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

2:15 pm Track A: Financial Modeling and Driver Based PlanningLink 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

2:15 pm Track B: Benchmarking for Improved Financial Performance

3:30 pm Workshop 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



7:45 am Registration and Breakfast8:15 am Welcome and Opening Comments


8:30 am Opening Keynote: Collaborative Forecasting and InsightsEstablish 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

9:45 am Uniting Strategy, Sales and Market Intelligence in PlanningLinking long-range market opportunity projections with short-term sales targets

11:00 am Track B: Using Scenario Planning as a Strategic ToolEnhancing your organization’s competitive position & the 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

11:00 am Track A: Leverage Cloud Based Systems in FP&ALeverage 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

12:00 pm Lunch

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 A: FP&A: Creating Value Through Insight

1:00 pm Track B: Financial Performance Measurement and ManagementThis session will explore methods to implement lean processes while still being agile enough to react tochanges in demand


2:15 pm Keynote: The Future of ForecastingWhat are the trends driving the next generation of decision support and how will you prepare for them?

3:15 pm Adjourn

Tom Hartley – Market Economics and Intelligence Strategist – Former AVP at McKessonTom Hartley has over 20 years’ experience developing market strategies in high growth andemerging industries. Most recently at McKesson Health Solutions, Tom led the Market Economicsand Intelligence Team. This team led market analysis projects and “Voice of the Customer”programs that informed long range strategic planning and new product business cases Tom holdsa Bachelor of Science degree in Business Management from San Diego State University and aMBA in Marketing, Finance and Information Science from Indiana University.

Craig Pouliot – Senior Director, FP&A at AcronisA finance and accounting professional with experience in Services, Manufacturing, Software, E-commerce, and healthcare. A proven track record of working in demanding technologycompanies.

Richie Smith – Manager, Analytics & Strategy, Corporate Partnerships & BusinessDevelopment at Boston Celtics

Ken Goldman – Senior Vice President & Chief Financial Officer at EverbridgeKen Goldman brings 35 years of experience building finance and technology organizations to hisrole as Senior Vice President and Chief Financial Officer at Everbridge. A former recipient ofBoston Business Journal’s “CFO of the Year” award, Ken’s financial and operational leadershipexperience supports Everbridge’s accelerated growth. Ken’s career spans extensive expertise infinance, administration, corporate strategy and operations, including leadership roles with twopublic companies and successful IPO and secondary capital raise experience. He is a graduate ofthe Syracuse University Martin J. Whitman School of Management.

Phil Conlon – Director, Demand Planning at Keurig Green Mountain, Inc.Supply chain and operations management professional leading supply and demand planning,fulfillment planning and supply chain system teams to deliver a high level of customer service andoptimal inventory plans that improve cash flow. Driving improvements in supply chain IT systemimplemetation, configuration and adoption. Experience includes project management of largescale network optimization, portfolio optimization, and inventory management initiativesresulting in bottom line and cash flow improvements.

Fabio Malagisi – Vice President of Finance at Red ThreadI am a finance professional with a proven track record of being adaptable and impactful. I take ontough assignments and overcome obstacles. I am business focused vs numbers focused. Being astrategic partner is what motivates me. I am best at implementing process improvements,building teams, driving strategy and improving profitability for manufacturing businesse

Juan Porter – President and Founder at TopDown ConsultingJuan Porter has over 25 years combined client, vendor, and consultant experience with OracleHyperion. He is a member of the Oracle Hyperion Partner Advisory Council, he is activelyinvolved in various Hyperion user groups, he has served as the chair of Hyperion’s NationalSteering Committee, and he has led many Hyperion enhancement committees. Juan is thepresident and founder of a leading nationwide consulting firm, which serves over 400 of theGlobal 2000’s largest and best performing companies.

William Sorenson – Chief Financial Officer at AcquiaChief Financial Officer with diverse experience across companies from startups to several billiondollars. Extensive private and public capital market expertise, including multiple IPOs. Skillfullymanages the relationship between Boards of Directors, Venture Capitalists, Private Equity, publiccompanies with large multinational investor bases and key business partners. Finance leader forglobal expansion, strategic partnering, and improved operations performance.

Ray Hale – VP of Finance at Nasuni CorporationWith over twenty years of experience across multiple industries, Ray’s career has often diverged from traditional finance and accounting roles to positions in analytics, operations and businessinsights. His passion lies in moving beyond traditional financial metrics to empower analyticswithin an organization and better position a company for success. Ray is currently VP of Financeat Nasuni Corp. ay holds a Bachelor of Science degree in Finance from Seton Hall University and aMBA from Providence College.

Josias Pontes – Head of Financial Planning and Analysis at Zafgen, Inc.Josias Pontes has more than 35 years of experience in the Financial and Accounting area, with astrong international background. He has worked for organizations of different sizes in variousindustries ranging from retail, batteries, musical instruments, air conditioning and refrigeration toauditing and consulting - big 5, PCM software development, automotive parts/diesel engines, andpharma-biotech. He holds a Bachelor of Science degree in Accounting from Centro UniversitarioFECAP and an MBA from Ohio University.

Patrick Chilcott – Director of Finance at EMCPatrick is a results focused, process driven executive manager whose capability spans over 25years. He specializes in end to end corporate finance, with expertise in balance sheet and P&Lmanagement, budgeting and financial analysis, organizational transformation, and deep businessstrategy capabilities. Patrick also has expertise in risk and compliance. He has worked crossindustry and in strategy consulting.

Ed Goldfinger – Chief Financial Officer at Veracode, Inc.Ed Goldfinger is a seasoned financial executive, with over 25 years of financial leadershipexperience. Goldfinger is currently the CFO for Veracode, a fast growing, venture-backedorganization in the Boston area that provides automated web and mobile application security,delivered as a cloud-based subscription service. Goldfinger is a graduate of the WhartonUndergraduate program at the University of Pennsylvania, and he was a CPA in the State ofConnecticut.

Arik Johnson – Founder and Chairman at Aurora WDCArik Johnson is Chairman of Aurora WDC, the intelligence advisory firm he founded in 1995.After stepping aside as CEO in late 2009, today Arik serves as Managing Director and leadarchitect at Aurora’s R&D lab, think tank network and intelligence policy institute, the Center forOrganizational Reconnaissance (COR).

"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."

Budget & Financial AnalystsCFOControllerCorporate Forecasting ManagerCorporate Strategy ManagerCPADirector of Financial Reporting, Budgetingand AnalysisDirector of Forecasting and RevenueAnalyticsDirector, Corporate FP&ADirector, Financial Reporting AnalysisFinance ManagerForecast ManagerForecasting & Planning and AnalysisHead of Financial Planning and AnalysisLead Financial Analyst, StrategicDevelopmentManager, Budgeting & PurchasingOperations Finance ManagerPresidentProject Manager, Finance StrategySales Forecasting & BudgetingSenior Financial AnalystSr. Finance ManagerSr. Manager, Financial Planning & AnalysisVice President – Financial Analysis andBudgetVice President for Business & FinanceVice President of Finance & TreasuryVice President, Corporate Planning &AllocationVP, Business Finance OperationsVP, FinanceAnd others!

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:

1‐866‐324‐6914 (mention the JPK Group name to

receive the discount).

Reserve Your Room online at

https://aws.passkey.com/g/55265755

$299/night

Limited amount of discounted rooms available.

Room block ends May 27th, 2016.

Hyatt Regency Boston

1 Avenue de LafayetteBoston, MA 02111617-912-1234

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. Stateboards 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 Sponsorsthrough its website: www.learningmarket.org.

Recommended Field of Study: General

Program Level: Basic

Delivery Method: Group‐Live

Prerequisites: None

Advanced Prep: None

POSTMODERNPAINTING. Stella

alternately paints inoil and watercolor

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DECEMBER 2016

Summit Registration Attendee Participation Rates1 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 - Email [email protected]

Pay by Check

Checks should be made payable to JPK

Group LLC. The mailing address for checks

and tax forms is 11251 Rancho Carmel

Drive #502876, San Diego, CA 92150

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.

Online:JPKGroupSummits.com

Fax: 888-651-9685

Phone: 858-386-0013

june 14-15, 2016 financial forecasting, analytics ...€¦ · 10:45 am 15 minute networking and...

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