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www.JPKGroupSummits.com 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 #JPKGroup
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Page 1: Business Forecasting and Analytics Forum March 2016jpkgroupsummits.com/wp-content/uploads/SFBF2016_Agenda.pdf · • Establish collaborative planning and forecasting partnerships

www.JPKGroupSummits.com

BusinessForecastingand AnalyticsForum

Financial Forecasting and Planning | Finance Transformation | S&OPand Demand Forecasting | Sales and Market Forecasting and

Analytics | Collaborative Forecasting | PredictiveAnalytics | Rolling Forecasts | S&OP Excellence | Product

Forecasting | Data-Driven Sales Forecasting

13 CPE credits available!

March 1-2, 2016 | San Francisco, CA

#JPKGroup

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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 forum provides the most comprehensiveforecasting and analytics curriculum on the market today. All of ourforums and summits are vendor/software-neutral allowing attendeesto focus on frameworks, best practices and organizational strategy.

Our two-day Business Forecasting and Analytics Forum iscomprised of four focused tracks with multiple session topics. Eachsession is led by a top practitioner in his/her industry NOT a vendorpitching their products or services. Our forum allows attendees tolearn and share best practices and walk away with real-concrete,actionable solutions and expand their professional skill sets. The highlevel of attendee/speaker collaboration and engagement at theforum truly makes this a unique and favorable offering.

Along with the excellent learning and networking opportunities, yourtuition fee covers a full, hearty breakfast, lunch, snacks andrefreshments for both days. Also, stay after the last session on day 1for our networking reception and relax with drinks while younetwork with your peers 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.

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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 Breakfast8:25 am Welcome and Opening Comments

10:45 am 15 Minute Networking and Refreshment Break

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• Capitalize on collective knowledge & decision making, while reducing redundancy• Utilize tools and technology to implement advance forecasting practices

9:45 am 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

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: Using Scenario Planning as a Strategic Tool

Enhancing your organization’s competitive position & the ability to adapt to an increasingly complex environment• Helping foster a continual assessment of strategic precautionary actions• Utilizing scenario planning to prepare for transformative changes• Using scenario analysis to enhance the competitive advantage of a business

11:00 am Track C: A Year In the Life of S&OP ExperienceLearn how the S&OP process aligns business actions and financial goals. Attendees will learn a useful way of thinkingabout planning horizons, where and when corporate goals and objectives fit in and what time frame the S&OPprocess focuses on

9:45 am 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• Use product lifecycle management for improved supply chain forecasting and optimization

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12:00 Lunch

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

www.JPKGroupSummits.com

1:00 pm 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

1:00 pm Track B: Demand Planning in a Period of Economic UncertaintyIncorporating macroeconomic forecasts into demand planning processes• Traditional time series models• Risks of using time series models in an uncertain economy• Macro-based econometric models and freely available macro economic series/forecasts• Strategies on incorporating these series and forecasts into planning processes

1:00 pm Track C: Lifecycle Forecastingorecasting and PlanningReducing risk and identifying opportunity with a continuous loop of sales forecasting• Know the key drivers of historical values and the main contributors to variance from forecast• Define clear roles and responsibilities for creating the forecast and reporting on variances (Sales, Marketing, Finance, Supply Chain)• Document agreed assumptions supporting the forecast• Implement a process for monthly review of forecast vs actual including a review of assumptions• Analyze the forecast from multiple lenses (Financial, Customer, Inventory, Product)

2:00 pm 15 Minute Networking and Refreshment Break

2:15 pm Track A: Benchmarking for Improved Financial PerformanceGain 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 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

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

www.JPKGroupSummits.com

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• Leveraging customer intelligence to refine your sales projections

3:15 pm 15 Minute Networking and Refreshment Break

2:15 pm Track C: Creating a Consumer Driven Supply ChainCreating a Consumer Driven Supply Chain

3:30 pm Workshop A: Continuous Planning and Rolling ForecastsUtilize 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

3:30 pm Workshop B: Sales and Operations Planning (S&OP) ExcellenceDetermine how to best apply the company’s resources to strike an optimum balance between maximizingprofit 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

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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 Breakfast8:25 am Welcome and Opening Comments

10:45 am 15 Minute Networking and Refreshment Break

www.JPKGroupSummits.com

8:30 am Opening Keynote: Using Big Data to Enhance Forecasting and PlanningUsing 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 forecasting and planning processes before any technology adoption• Harnessing Big Data to support the identification of new market drivers and KPI's that influence consumer demand

9:45 am Track A: FP&A: Creating Value Through InsightLeverage 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

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

Analyze the underlying drivers of demand uncertainty to help companies improve demand planning andultimately supply chain performance• Identify forecast error contributors such as product portfolio, customer order patterns, economic cycles, seasonality, or new product launches• Estimate anticipated forecast accuracy for existing and new products with a proven analytical framework• Target the forecast improvement initiatives that generate the most business value

9:45 am Track B: Impact Profit and Customer Satisfaction with Demand Uncertainty

9:45 am Track C: Enhancing Sales with Big Data’s Tools and Techniques

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20-year-oldMarianne Teigenrecently publishedher first youngadult novel, andin only a month,it has reached theNew York TimesBestsellers list.2:00 pm 15 Minute Networking and Refreshment Break

11:00 am Track B: From Pipeline to Churn – How Customer Data Drives Financial ResultsPredict trends, understand customers, improve business performance, drive strategic decision-making, andpredict behavior• Using the sales pipeline to forecast bookings• Analyzing post sales metrics• Planning for churn, downsells, and upsells

11:00 am Track C: Annie’s Demand Planning Implementation

Combining processes, standards, people and tools to ultimately enhance forecasting accuracy

Case Study Session: Learn how Annie’s quickly instituted new tools and processes to help manage its growingbusiness needs

2:15 pm Keynote: Creating an Integrated Data Framework that drives a Forecast Decision Support System

12:00 pm Lunch

11:00 am Track A: Financial Performance Measurement and ManagementLinking Operational and Financial KPIs, and aligning employee rewardsCreate a consistent view of the business across all reporting dimensionsProvide faster decision making capabilitiesUtilize predictive analytics and forecasts to provide real foresightEstablish an articulated finance vision that is aligned with the organization’s strategy

1:00 pm Building a High-Performance FP&A TeamCreate 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

1:00 pm Utilizing Predictive Analytics to Identify Business Drivers for GrowthPredict trends, understand customers, improve business performance, drive strategic decision-makingand 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

3:15pm Adjourn

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Barbara Anderson – Former VP Operations, Product & Innovation at Les Mills USBarbara Anderson is a supply chain executive with more than 15 years of executive levelexperience in supply chain operations, planning and forecasting. Having led several projects todesign and launch forecasting systems and processes, Barbara has extensive hands on experienceidentifying the critical inputs to both creating and analyzing forecasts in collaborative teams.

Priyanka Chopra – Senior Director, FP&A at Lending ClubPriyanka Chopra leads the Corporate FP&A team for Lending Club. In this capacity she overseescorporate level forecasting, reporting and analytics. Prior to joining Lending Club, Priyanka spentmore than a decade across investment banking, private equity, corporate development andbusiness unit finance. She has formerly held roles at Blackstone, Madison Dearborn Partners,Evercore Partners and Trulia. She holds an undergrad degree from the University of Virginia andan MBA from the Kellogg School of Management..

Stephanie Reiter – Vice President, Finance at Lending ClubStephanie Reiter leads the FP&A and Vendor Management teams for Lending Club. In thiscapacity she oversees planning, forecasting, reporting and financial analytics across theorganization. Prior to joining Lending Club, Stephanie spent over 5 years at BlackRock withresponsibility of FP&A for the Global iShares (ETF) business. She holds undergrad degrees fromthe Wharton and Engineering schools at The University of Pennsylvania and an MBA from TheUniversity of Chicago Booth School of Business.

Vivian Corneillet – Finance Leader, Strategy & Ops at Citrix Systems, Inc.Vivian Corneillet is a transformational finance leader with 15+ years progressive experienceacross cloud/SaaS/software, healthcare, and hardware/manufacturing industries for leadingcompanies including Citrix, Johnson & Johnson, and Intel. At Citrix, a cloud company with market-leading solutions that help IT and service providers build clouds, leveraging virtualization andnetworking technologies to deliver cloud services worldwide, Vivian received her MBA from theLeavey School of Business at Santa Clara University and BS from the HaaS School of Business atUC Berkeley.

Anders Gjerde – Senior Director Business Operations at Blackhawk NetworkAnders Gjerde is a Senior Director of Business Operations at Blackhawk Network, where he is incharge of supply chain planning, cross-functional execution, supply/demand balancing, and supplychain systems. Prior to joining Blackhawk in 2008 he spent 5 years at Steelwedge, a softwarecompany specializing in S&OP. He also spent 11 years as a management consultant applyingquantitative methods to solving complex business problems in a wide range of industriesincluding energy, airlines, hospitality and travel. Anders has a BS in Economics and MBA from theNorwegian School of Economics.

Bill Grah – Vice President, Supply Chain at Annie’s Inc.International leadership in the areas of supply chain management and finished goods/rawmaterials inventory optimization in the manufacturing and distribution of consumer products.Worldwide forecasting expertise in the high-tech and CPG industries. Proven ability tostrategically manage the areas of materials planning, demand forecasting, production schedulingand distribution. Traveled extensively throughout the U.S. and Europe to evaluate, develop,implement various Advanced Planning Systems in the areas of Supply Planning, DemandPlanning, Distribution Requirement Planning, Long Term Strategic Planning and Rough CutCapacity Planning. MBA Indiana University, APICS Certified, Green Belt

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Raymon Hales – Corporate FP&A Controller at IntelRay Hales is the Corporate Planning and Reporting Controller at Intel Corporation. Hisresponsibilities include Intel-wide budgets and planning, as well as close and reporting. In addition,he is the chair of Intel's internal FP&A Council. Ray joined Intel in 1999 as a Revenue Analyst. Rayreceived a bachelor's degree in Civil Engineering from Brigham Young University in 1997. Heearned an MBA in finance from the Marriott School at BYU in 1999.

Rick Blair – VP, Integrated Business Planning Solutions Consulting at One Network EnterprisesInnovative supply chain planning leader with 29 years of experience spanning cloud-basedplanning solutions, multiple manufacturing leadership roles, software implementations, S&OPsolution design, best practices advocacy and thought leadership. Driver of collaboration andcontinuous improvement across varied organizational levels and functional groups.

Therese Larsen – S&OP Staff Program Manager at Seagate TechnologyTherese Larsen, CSOP, is a Staff Program Manager in the S&OP organization at SeagateTechnology LLC. Therese very much enjoys her focus on S&OP outreach and educationthroughout the company to ensure the understanding of the importance of this instrumentalprocess. She is the S&OP liaison for cross organizational collaboration and communication onmeeting cadence, meeting content generation and strategic action, and on deliverable trackingbetween Finance, Business Operations, Sales Operations, Sales, and Supply Chain.

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).

Kevin Leighton – Former VP, Sales Operations at Hewlett-PackardKevin Leighton is an international operations executive with experience in sales and customeroperations, support, supply chain and IT. An excellent communicator able to deal at all levelsinside the organization and beyond to partners, suppliers and customers. Experienced in salestransformation, channel management, operations, strategy & planning, business process/systemsdesign and integration work associated with merger and acquisitions.

Prashant Gupta – Principal Data Scientist at CiscoPrashant Gupta is a senior data scientist and have been working in Silicon valley for 16 years. Heis well known for his abilities to find patterns in the toughest of data and generating revenue fromdata.

Page 10: Business Forecasting and Analytics Forum March 2016jpkgroupsummits.com/wp-content/uploads/SFBF2016_Agenda.pdf · • Establish collaborative planning and forecasting partnerships

Jesper Hybholt Sorensen – Senior Finance Director at OracleJesper Hybholt Sorensen is the Senior Finance Director at Oracle leading the global businessfinance organization for the Managed Cloud Services Business. He oversees strategic planning,forecasting, reporting and financial analytics. He is formerly of Dupont where he led the globalfinance teams for the Biotech Division responsible for Performance Management including beingthe financial lead and owner of the Forecast, Budget & Strategy Process, Competitive IntelligenceFinancial owner and Lead Analyst.

Tony Reese – Co-Founder at Integrated Business Planning AssociatesTony is the co-founder of Integrated Business Planning Associates and is a visionary leader withpassion for bringing exciting products to market. His early interest in cars led to his first job as anauto mechanic and then into an impressive career in the automotive / motorcycle industry. Alongthe way, Tony earned two advanced degrees from MIT

Andy Fisher – Principal, Forecasting and Planning Processes at End-to-End AnalyticsAndy Fisher is an experienced analytical consultant, having spent almost fifteen years designing,developing, and implementing analytical systems in the high-tech manufacturing, consumerproduct, and financial service industries. His work has focused on applying quantitativeapproaches to demand forecasting, financial modeling, and risk management.ndy holds a Ph.D. inEconomics with a focus in time series econometrics and financial economics.

Chris Wetzel – Finance and Strategy Lead at ShypPassionate business partner with experience in the financial, high tech, retail, and entertainmentspace. With an academic and professional background in computer science, finance, operations,and technology management, I offer a unique blend of skillsets that have proven to add valueacross a varied number of industries and strategic initiatives. Prior to obtaining my MBA I honedmy financial abilities as a licensed CPA at Deloitte and the Private Equity group within Bank ofAmerica.

Stephen Denmark – Sr. Director, Operations at Seagate TechnologyStephen Denmark is Senior Director, Demand Planning, at Seagate Technology. In this role, he hasresponsibility for Seagate's product portfolio business planning, demand forecasting and analyticsand Seagate's S&OP process. Stephen holds a Bachelor of Science degree in Chemistry from theUniversity of California, Irvine, a Master’s degree in Environmental Engineering from VanderbiltUniversity, and a Master of Business Administration from the University of Minnesota-CarlsonSchool of Management.

Arnaud Deshais – VP/Head of Supply Chain and Quality Assurance at RedbubblePrior to working at Redbubble, Arnaud was the Director of Supply Chain Management forArt.com in Emeryville, California. He has almost 20 years of global supply chain experienceincluding Production Planning, Forecasting, S&OP, Purchasing, Partner Management, Logisticsand Distribution, Vendor Managed Inventory and Consignment for a wide range of industriessuch as Electronics, Aerospace, Medical Devices, Biotechnologies and E-business Retail.

Page 11: Business Forecasting and Analytics Forum March 2016jpkgroupsummits.com/wp-content/uploads/SFBF2016_Agenda.pdf · • Establish collaborative planning and forecasting partnerships

Kathy Davidson – Former Integrated Business Planning Process Leader of Big Heart Pet Brands(Del Monte Foods)Highly motivated and goal oriented with experience developing and implementing tactical andstrategic business plans and initiatives maximizing return on investment (ROI); expansivebackground and expertise utilizing information to streamline and automate processes reducingtime, effort and cost through continuous process improvement and business analysis.

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.

Gary Angel – Partner / Principal – Digital Analytics Center of Excellence at Ernst & YoungWidely considered one of the leading digital measurement experts in the world, Gary leads EY’sDigital Analytics Practice. EY acquired Gary’s previous company – Semphonic – in March of 2013.As Semphonic’s President and co-Founder, Gary led Semphonic’s growth over a 15 year periodfrom a 2-person practice to the one of the leading digital analytics practices in the United States.Voted the most Influential Industry Contributor by the Digital Analytics Association in 2012,Gary writes an influential blog (http://semphonic.blogs.com/semangel), has published more thantwenty whitepapers on advanced digital analytics practice and is a frequent speaker at industryevents.

Jeremy Sinaikin – Director of Corporate FP&A at ZuoraJeremy is a seasoned finance professional with over 10 years of experience. He is currently theDirector of Corporate FP&A at Zuora a cloudbased SaaS company that is leading the transition tothe subscription economy. His prior roles in include Director of Finance at Trulia leading the NewVentures finance team, as well as various roles at Cisco Systems Inc. Jeremy has a BA inEconomics and Environmental Science from Brown University and an MBA from the University ofChicago Booth School of Business.

Pedro Martinez Del Rio – Senior Finance Manager at OraclePedro Martinez Del Rio is the Senior Finance Manager at Oracle for the North America Licenseand Cloud Applications Business. He oversees corporate level forecasting, reporting andanalytics, driving process excellence and financial performance. Pedro holds a Finance,International Business and Management degree from Florida International University and is a Six-Sigma Black Belt.

Darika ORiordan – Director FP&A at IntermediaDarika Oriordan has more than 15 years of progressive financial planning experiences from largefortune 500 companies; Gap Inc, Delta Airlines as well as growth technology companies; Hotwire,Blue Coat Systems, Apigee, and Intermedia. She leads FP&A team in planning, forecasting,external/internal reporting, and dealing with enhancing financial analytics for FP&A function.Darika has a BA in Economics from Chulalongkorn University, Thailand and MBA from FuquaSchool of Business, Duke University.

Page 12: Business Forecasting and Analytics Forum March 2016jpkgroupsummits.com/wp-content/uploads/SFBF2016_Agenda.pdf · • Establish collaborative planning and forecasting partnerships

"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!

Page 13: Business Forecasting and Analytics Forum March 2016jpkgroupsummits.com/wp-content/uploads/SFBF2016_Agenda.pdf · • Establish collaborative planning and forecasting partnerships

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. Rate available until February 12, 2016.

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://resweb.passkey.com/go/JPKGroupProgram

Room Rate: $259/night.

Limited amount of discounted rooms available.

Hilton San Francisco Airport Bayfront

600 Airport Blvd.Burlingame, CA 94010650-340-8500

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

Page 14: Business Forecasting and Analytics Forum March 2016jpkgroupsummits.com/wp-content/uploads/SFBF2016_Agenda.pdf · • Establish collaborative planning and forecasting partnerships

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


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