www.JPKGroupSummits.com Financial Forecasting, Analytics & Transformation Summit Financial Modeling | Finance as a Strategic Partner | Leveraging Cloud Based Systems | Rolling Forecasts | Leveraging Analytics and Intelligence to Transform Finance | Creating Value Through Insight | Building a High Performance Team | Collaborative Forecasting | Benchmarking for Improved Performance 13 CPE credits available! March 1-2, 2016 | San Francisco, CA #JPKGroup
Financial Modeling | Finance as a Strategic Partner | Leveraging CloudBased 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!
March 1-2, 2016 | San Francisco, CA
#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 Breakfast8:25 am Welcome and Opening Comments
10:45 am 15 Minute Networking and Refreshment Break
www.JPKGroupSummits.com
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• Capitalize on collective knowledge & decision making, while reducing redundancy
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• Advising on key business planning assumptions, trade-offs and opportunities
11:00 am 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
11:00 am Track B: Using Scenario Planning as a Strategic Tool
Enhancing your organization’s competitive position and the ability to adapt to an increasingly complexenvironment• 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
12:00 pm Lunch
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
5:00 pm Networking Reception
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 Uncertainty
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
3:15 pm 15 Minute Networking and Refreshment Break
Incorporating 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
2:15 pm Track A: 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
Bring 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
2:15 pm Track B: Developing a Collaborative Integrated Planning Process
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 key performance indicators thatinfluence 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
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,and predict behavior• Using the sales pipeline to forecast bookings• Analyzing post sales metrics• Planning for churn, downsells, and upsells
9:45 am Track B: 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• Establish an articulated finance vision that is aligned with the organization’s strategy• Create competent finance leadership that can meet/exceed board expectations
12:00 pm Lunch
11:00 am Track A: Financial Performance Measurement and Management
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
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
www.JPKGroupSummits.com
1:00 pm Track A: 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• Organize FP&A teams to ensure efficiency in the analytics and reporting processes
1:00 pm Track B: Utilizing Predictive Analytics to Identify Business Drivers for Growth
Combining processes, standards, people and tools to ultimately enhance forecasting accuracy
3:15 pm Adjourn
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
2:15 pm Keynote: Creating an Integrated Data Framework that drives a Forecast Decision Support System
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.
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.
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. Inaddition, he is the chair of Intel's internal FP&A Council. Ray joined Intel in 1999 as a RevenueAnalyst. Ray received a bachelor's degree in Civil Engineering from Brigham Young University in1997. He earned an MBA in finance from the Marriott School at BYU in 1999.
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).
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.
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.
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.
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.
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, Garywrites 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.
"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. 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
POSTMODERNPAINTING. Stella
alternately paints inoil and watercolor
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