1. business and industrial

Business Forecasting
&
Innovation Forum 2015
A Predictive Analytics and Competitive Intelligence Forum
June 11 - 12, 2015 Chicago, IL
Collaborative Analytics and Insights
Continuous Planning and Rolling Forecasts
Earn up to 15 CPE
Credits!
Integrated Business Planning
Turning Data Into a Strategy Asset
Strategic Market and Competitive Intelligence
Welcome to The Business Forecasting and Innovation Summit!
This
attendee focused summit is a unique blend of analytics, FP&A, forecasting and competitive and market intelligence that is
unmatched in the industry.
Why should you attend We bring together a diverse and experienced speaking faculty and high level attendees—simply put, the right people in the room
focusing on education and networking. You will NOT find exhibit halls or software vendors pushing their services at our summits.
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 2 hour workshops and 90 minute panel sessions that offer more hands-on, interactive learning. The panel sessions are designed
to help each attendee get the absolute most out of the other attendees and speakers.
What is included Along with the excellent learning and networking opportunities, your tuition fee covers CPE credits, 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 enjoy drinks on us while you network with your peers.
www.jpk-grp.com/CHIBF2015
[email protected] 858-386-0013
Summit Schedule—Day 1
June 11th, 2015
8:30am Opening Keynote:
Collaborative Analytics and Insights
Uniting strategy with organizational intelligence to anticipate industry change
9:45am:
9:45am:
Macro-Economic Forecasting
Partnerships & Collaborative Intelligence in a Multinational Corporation
Identifying leading indicators in the market to spot upcoming external developments
Leverage competitive insights via partner collaboration across countries and market
segments
10:45am Networking and Refreshment Break
Financial Forecasting, Planning and Analytics Topics
Demand Forecasting and Planning/S&OP Topics
Market and Competitive Intelligence Topics
11:00am
11:00am
11:00am
Building a High Performance Finance Team and
Culture
S&OP Framework
Innovative and Ethical Ways to Collect CI
Align sales and operations functions to ensure customer
needs are met
Identify the gray areas of CI and discuss ethical boundaries
Create a highly adaptive team while fostering a culture of
creativity and innovation
12:00PM Lunch
1:oopm
1:oopm
1:oopm
Finance Transformation and Innovation
S&OP—Supply “Change” Management
Competitive Intelligence Scenario Planning
Improve forecast accuracy, reduce cost and unnecessary
processes with a more streamlined approach
Leadership roadmap from strategy to execution
Analyzing and understanding future trends
2:15pm
2:15pm
2:15pm
Driving FP&A Through the Organization
Transforming Procurement and Supply Chain
Competitive Intelligence 2.0
Leverage financial planning and analysis to provide true
business impact
Build a sustainable procurement process and a robust supply
chain
Turning Information Into Action
3:30pm
3:30pm
3:30pm
Interactive Panel Session — Financial
Forecasting, Planning and Analytics
Interactive Panel Session — Demand Forecasting,
Planning and S&OP
Interactive Panel Session — Innovative
Intelligence
Join other attendees and presenters in this unique forum to
work together to solve actual financial forecasting issues
Join other attendees and presenters in this unique forum to
work together to solve actual demand forecasting issues
Join other attendees and presenters in this unique forum to
work together to solve actual organizational intelligence
issues
3:15pm 15 Minute Networking and Refreshment Break
5:00PM Networking Reception
Summit Schedule—Day 2
June 12th, 2015
8:30am Opening Keynote:
Turning Data Into a Strategic Asset
Employ data analysis and metrics across every function in the organization by creating a data-driven culture
9:45am:
9:45am:
Becoming a Strategic Business Partner
Some Assembly Required
Building strategic partnerships with key stakeholders to become more effective leaders
Using incomplete competitive information to improve your product's competitiveness
10:45am 15 Minute Networking and Refreshment Break
Financial Forecasting, Planning and Analytics Topics
Demand Forecasting and Planning/S&OP Topics
Market and Competitive Intelligence Topics
11:00am
11:00am
11:00am
Financial Modeling and Driver Based Planning
From S&OP to Integrated Business Planning –
Making a Difference
Maximizing the Value of Your CI Data
Link Financial forecasting to operational drivers and key
performance indicators
Leverage business planning to improve forecasting accuracy
and drive decision making
Harnessing and utilizing CI data to assist in high level
decision making
12:00PM Lunch
1:00pm
1:00pm
1:00pm
Benchmarking for Improved Financial
Performance
Optimizing End-To-End Demand and Supply Chain
Leveraging Customer Insights
Ensure market, customer knowledge and events are part of
the forecast
Align competitive strategies for re-engagement, retention,
and positioning
Gain insight into gaps, opportunities and areas in which
your organization can focus on and improve
2:00pm 15 Minute Networking and Refreshment Break
2:15pm Workshop:
2:15pm Workshop:
Continuous Planning and Rolling Forecasts
Utilize rolling forecasts to adapt to dynamic business challenges and
opportunities
The Essential Competitive Analysis Methods and Tools
Exploring multiple methods and tools to support the ongoing intelligence
needs of your organization
4:15pm Adjourn
Earn 15 CPE Credits
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: www.learningmarket.org.
Program Level:
Delivery Method:
Prerequisites:
Advanced Preparation:
Recommended Field of Study:
Basic
Group-Live
None
None
Finance
For more information regarding administrative policies such as complaints, please contact via mail, phone or email:
JPK Group LLC
c/o Paul Rogers
11251 Rancho Carmel Drive #502876
San Diego, CA 92150
858-386-0013
[email protected]
CURRENT CONTRIBUTORS
John Barker – VP of Strategy and Competitive Intelligence at Wolters Kluwer
John Barker is Vice President of Strategy & Competitive Intelligence in Wolters Kluwer’s Global Platform Organization. In this role, John
provides strategic direction for Wolters Kluwer’s global tax, legal, and regulatory content delivery platform, Global Atlas, and shares
strategic product design best practices globally across Wolters Kluwer.
John has an extensive background in professional publishing, including as a Product Manager and Executive Legal Consultant at
LexisNexis, a consultant, and award-winning Account Manager for Thomson Reuters. John has appeared as a keynote speaker at multiple
Law Librarian Associations, and authored more than 50 articles discussing the application of technology to the practice of law. He has
served as a Special Counsel for Technology at the Indianapolis law firm of Ice Miller LLP, and had a clerkship to a U.S. Magistrate with the
United States District Court for the Western District of Louisiana.
John holds a Juris Doctor, cum laude, from Tulane University Law School, New Orleans, and a BA in Philosophy, magna cum laude, from
the Catholic University of Leuven, Belgium.
Rishi Potdar – Director, International Finance at Gogo Air
Senior strategy, finance and operations leader with 14+ years experience spanning the industry and management consulting. Experienced
in leveraging financial and operational techniques to drive strategic, operational and organizational change and create essential
advantage for fortune 500 companies. Global experience in the U.S., Europe and Asia.
Partnered with senior executives to drive strategic decision-making through data-driven insights and actionable recommendations.
Managed C-level relationships and presented to senior executives and the C-suite. Drove business development efforts and sold
consulting engagements. Mentored junior consultants.
Christine Rademacher Ehn — Demand Planning Analyst - Customer Level Planning and Category Lead at Wrigley
Through a variety roles in both the CPG and Healthcare fields, these experiences have provided great exposure to planning from a
production, demand and inventory perspective.
Recently I was in a newly developed role within the Wrigley Commercial organization known as "Short-Term Demand Planning". This
position allowed me to generate the short-term demand planning role from the ground up including development of the overall process,
analytical tools and cross-functional communication and reporting. Andy holds a Ph.D. in Economics with a focus in time series
econometrics and financial economics.
CURRENT CONTRIBUTORS
Anoop Tiwari – Senior Director, Strategy and Business Development at Cars.com
Anoop Tiwari is Senior Director, Strategy and Business Development at Cars.com where his team focuses on long-term strategic planning,
partnerships & alliances, M&A, competitive intelligence, and internal research & analytics projects. Anoop completed MBA from Purdue
University in 2005 and prior to that, he worked in technology sales and business development in India. Anoop is a proud technology &
analytics geek and gets excited about its potential impact on business and delivering value to customers and making things better. Anoop
is passionate about internet and its impact on business & society. Anoop has been active in working groups of various trade associations,
sits on advisory boards for a few start-ups, and supports a non-profit focused on children’s education. When schedule permits, he enjoys
reading, sketching, and poetry. Anoop lives in western suburb of Chicago with wife who is a floral designer and four year old daughter
who keeps them both very busy.
Johannes (Hannes) Hunschofsky – Executive VP Global Operations at Hoerbiger
Hannes Hunschofsky is Executive Vice President Global Operations in charge of the Business Division Production of HOERBIGER
Compression Technology Holding. In this position he is overseeing the Global Operations of all twelve of HOERBIGER Compression
Technology production plants in Asia, Europe and the Americas, generating a production output of 320M Euro with 2,100 employees
worldwide.
Hannes joined HOERBIGER in 1999 and has more than 30 years of experience in leadership positions in the Oil, Gas and Energy Markets
both in Europe and the United States, with companies like GE Jenbacher (former Jenbacher Energiesysteme AG) and August Storm.
Hannes is an active Board of Directors member for several state and national manufacturing advocacy organizations, including the
National Association of Manufacturers (NAM) in Washington, DC. Florida Governor Rick Scott appointed Hannes as a member of the
Florida Economic Development Team in 2010.
Hannes earned his B.Sc. in Industrial Engineering and Operations Management from the National Polytechnic Institute in Innsbruck,
Austria in 1980 and his MBA in Entrepreneurship and Marketing from the University of Innsbruck in Innsbruck, Austria in 1987.
Pete Alle — VP Supply Chain at Oberweis Dairy
Pete Alle is VP for Supply Chain at Oberweis Dairy. This role includes purchasing, quality, manufacturing, distribution, transportation,
home delivery and supply and demand planning.
Prior to joining Oberweis Dairy, Pete was the Senior Director of the Center of Excellence for Customer Service and Logistics at Mondelez
International. In this role, he and his team led global process improvement initiatives and innovation across the supply chain. Areas of
responsibility included implementation of integrated business planning. The name itself suggests a higher level of integration than simply
matching supply and demand. Pete has more than 25 years of experience in the consumer goods field and has been a leader in multiple
functional areas including manufacturing, engineering, distribution, transportation, supply chain strategy, and customer relationship
management. His prior experiences include assignments with Kraft Foods and Booz-Allen & Hamilton. Pete received a BS degree in
Engineering from Rensselaer Polytechnic Institute and a MS degree in Engineering from Princeton University.
CURRENT CONTRIBUTORS
Judith Schieve – Competitive Intelligence Lead, Systems and Products at Motorola Solutions
Judy Schieve provides advanced competitor and market intelligence for Motorola Solutions' ASTRO® 25 land mobile radio infrastructure
portfolio. As a recognized leader, she quickly transformed the competitive intelligence role at Motorola Solutions into a dynamic function
that is a key part of defining the ASTRO 25 infrastructure roadmap. As part of her role, Judy provides recommendations to senior
management based on research findings. Most recently, Judy has been featured in Motorola Solutions Competitive Intelligence Video
Series, which provides the latest competitive intelligence and bidding strategies to help support global sales enablement.
Judy’s extensive experience in marketing strategy and product management has helped shape her role as the competitive intelligence
lead for ASTRO 25. She has successfully led teams that executed new product launches, including a 3-level certification in 4.5 months and
a cellular enclosure product that achieved $40M in its first year.
She holds a BSEE from the University of Illinois, and an MBA from Northwestern University’s Kellogg School of Management.
Craig McHenry – Senior Director, New Business Development at The ABIS Group
Craig McHenry has, most recently, served as Director of Competitive Intelligence for Wyeth Nutrition, Nestlé. He spent the past 21 years
in the pharma industry contributing his CI expertise across several business functions including business development, secondary research
and analysis, and market research. Craig played a key role in forming AHP/Wyeths first Business and Competitive Intelligence function,
eventually directing a team of seven within a Competitor Insights function supporting new products and commercial brand decision
makers. He has been a member of SCIP since 1993, is an ACI graduate and enjoys outdoor activities with his family.
Trey McClure — Senior Practice Director, Supply Chain Management at RGP
An engaging speaker, Lloyd (Trey) McClure is an accomplished multi-functional supply chain professional with over 20 years experience
leading global supply chain transformations in public, private & private equity owned corporations. Trey began his supply chain career
living in Germany for 3 years while working in a logistics role with the U.S. Government. Since then he has successfully accomplished
major supply chain development and reengineering work in 4 corporations, both as a leader and as a consultant, and has led or been
instrumental in the implementation & stabilization of global ERP systems including SAP, Epicor9, JBA. His diverse industry experience
spans make-to-stock electronics, process industry chemicals, make-to-order tailored suits and engineer-to-order locomotives. Trey is a
frequent speaker at national supply chain, logistics and leadership development conferences including CSCMP, APICS, Chief Supply Chain
Officer Summit as well as industry specific conferences such as SCMChem. Trey has a BS in General Engineering Curriculum from the
United States Military Academy at West Point, a MS in Operations and Systems Management from the University of Southern California,
and is CPIM certified by APICS whose courses he instructed for 3 years.
CURRENT CONTRIBUTORS
Bonnie Hohhof – Adjunct Faculty at George Washington University
Currently teaching strategy at George Washington University and publishing a strategy and competitive intelligence newsletter, Bonnie
has over 30 years of corporate-based knowledge of how intelligence efforts should be designed and implemented to support more
effective decision-making. A charter member of Strategic and Competitive Intelligence Professionals (SCIP), she served as executive editor
of two major competitive intelligence publications and edited five Competitive Intelligence books, and received SCIP’s Fellow,
Meritorious, and Faye Brill awards for her contribution to the profession.
Alan Anderson – Director of FP&A at Experian Marketing Services
Alan is currently the Director of FP&A for Experian Marketing Services where he actively seeks and delivers on finance efficiencies rather
than organizational expansion to free up capacity for value-add decision support. Prior to joining Experian as a Commercial Finance
Manager on strategic initiatives he developed broad experience across the finance function at Siemens Healthcare with roles in Treasury,
Corporate FP&A, and BU Finance. This 360° view of the finance function has created opportunities for Alan to more easily identify finance
process efficiencies, optimal organization design as well as understand the ancillary costs and benefits of finance initiatives across a broad
set of stakeholders. Alan also holds an MBA from The University of Chicago Booth School of Business and enjoys spending time with his
wife and three children.
Erin Lavelle – SVP Finance at Mesirow Financial
Erin Lavelle, MBA, FP&A, is Senior Vice President – Finance for Mesirow Financial, a financial services company headquartered in Chicago,
Illinois. In this role, she oversees Financial Planning & Analysis, External & Internal Management Reporting and Business Intelligence as
well as Payroll and Treasury operations. Additional firmwide responsibilities include: acquisition/disposition analysis, product/client risk
exposure, incentive program design, compensation reporting and offer letter review. Ms. Lavelle was recently selected into the pilot
Mesirow Financial Professional Development program, which was launched to identify and prepare the next generation of leaders at the
firm and actively participates on intradepartmental committees such as Mesirow Financial WomenConnect Associate Group.
Formerly, she was Vice President of Portfolio Management – Auto Group with ABN AMRO Bank, N.V. and held various financial positions
in her six + years with GE Capital Services, Inc. Ms. Lavelle received her MBA in International Business, with honors, from Kellstadt
Graduate School of Business, DePaul University, and her BBA in Finance/Business Economics from the University of Notre Dame. In 2014,
she was in the inaugural class receiving the newly created FP&A certification and participates in design and review for future exams.
For over 10 years she has been asked to speak about budgeting and planning best practices for various Associations. She has been
quoted in publications such as Wall Street & Technology Magazine, on CFO.COM and in Business Finance Magazine among others. She
also published in the Secured Lender; “Defining the Risk in Healthcare Receivables.”
CURRENT CONTRIBUTORS
Jeffrey Bounds – Director of Finance at McGraw-Hill
Jeffrey Bounds is the Director of Finance in McGraw-Hill Education’s Higher Education Division. In this role, Jeffrey provides direction for
the Higher Education Division financial planning and forecasting, including the short and long term strategic financial plan development.
Jeffrey has extensive finance, administration, and engineering experience in diverse industries including manufacturing, logistics, airline,
and learning science. Jeffrey has the proven ability to improve operations, drive long term profitable growth by providing insightful
analysis of investments and financial results and establishing key metrics while evaluating risks and opportunities that help set and
support the business strategic direction. He has been instrumental throughout his career in designing executive and management
financial reporting systems structure and tailored monthly financial reporting to estimate revenue and related expenses as well as identify
areas of improvement in financial performance across diverse functional areas.
Jeffrey is a United States Army Veteran and is described as practical and decisive, yet flexible. Jeffrey earned in B.Sc. in Mechanical
Engineering from Arkansas State University in 1998 and his MBA in Finance from the University of Indianapolis in 2005.
Michael Cooper – Director, Analyst Relations and Competitive Intelligence at GENBAND
Michael Cooper is Director, Analyst Relations and Competitive Intelligence for GENBAND, a CNBC 50 Disruptor and global leader in
embedded and real time communications software solutions in over 80 countries. GENBAND’s market-leading solutions, which are
deployable in the network, on premise or through the cloud, help its customers connect people to each other and address the growing
demands of today’s consumers and businesses for real time communications wherever they happen to be.
Mr. Cooper has extensive experience across all facets of the telecom and real-time communications industry. He began his career as a
software feature engineer for AT&T Bell Laboratories where he received a design patent for his work on OSPS, the next-generation
operator system. While at Lucent Technologies and Alcatel-Lucent, he led teams that contributed to the redesign of the 5ESS switch, cross
business unit strategies, and marketing and analyst relations of Next Generation Networks, IMS, and network transformation. He was
awarded his second patent in the area of supporting voice services over a data network. Michael is married, has 4 children, enjoys sports,
and if you are interested in photography, ask him about his time as a professional photographer.
Arik Johnson – Founder and Chairman at Aurora WDC
Arik 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 lead architect at Aurora’s R&D lab, think tank network and intelligence policy institute, the
Center for Organizational Reconnaissance (COR). Arik is a Fellow of the Strategic and Competitive Intelligence Professionals society and
has chaired SCIP’s annual international conference (2006), served on SCIP’s board of directors (2004 – 2006), won SCIP’s Catalyst award
(2005), and served as a chapter coordinator, as well as, trustee and development committee chair of the CI Foundation.
CURRENT CONTRIBUTORS
Craig Fleisher – Chief Learning Officer (CLO) at Aurora WDC
Craig is focused on how to enhance and lead insight-related activities in business; developing the sensemaking/-giving culture, capabilities
and processes that result in superior analysis, actionable decisions and market/stakeholder success.
For more than 25 years, his thought-leading expertise has been heavily cited in leading intl. media, publications and shared globally with
many associations, public bodies, think tanks, as well as top companies including, among others, 3M, Bell, BHP, CIBC, EDS, ESSO, GE, GM,
IBM, J&J, Labatt, Levi Strauss, Merck, P&G and TSX.
Juan Porter – President and Founder at TopDown Consulting
Juan Porter has over 25 years combined client, vendor, and consultant experience with Oracle Hyperion. He is a member of the Oracle
Hyperion Partner Advisory Council, he is actively involved in various Hyperion user groups, he has served as the chair of Hyperion’s
National Steering Committee, and he has led many Hyperion enhancement committees.
Juan is the president and founder of a leading nationwide consulting firm, which serves over 400 of the Global 2000’s largest and best
performing companies. Industry analysts, editors, and authors frequently seek his expertise on the future direction of EPM, current
Hyperion releases, as well as insight into strategic and practical ways to solve business problems. Juan has authored articles for
publications such as SearchOracle.com, CIO Insight, and Enterprise Applications. He is the Chairman of the OAUG Hyperion SIG and is also
a regular presenter for OAUG, ODTUG and other industry groups.
Tony Reese – Co-Founder at Integrated Business Planning Associates
Tony is the co-founder of Integrated Business Planning Associates and is a visionary leader with passion for bringing exciting products to
market. His early interest in cars led to his first job as an auto mechanic and then into an impressive career in the automotive / motorcycle
industry. Along the way, Tony earned two advanced degrees from MIT and now brings in-depth knowledge of Product Lifecycle
Management, Demand Planning and Operations Planning to clients wanting to implement Sales and Operations Planning processes and its
current best practice form, Integrated Business Planning.
Brian McGill — Senior Principal Finance Manager at WMS Gaming
Brian McGill has over 15 years’ experience within various industries. Brian is currently leading the WMS FP&A team, as it continues to
integrate with Bally after a recent acquisition. Prior to WMs Brian was the corporate controller of Millennium Pharmacy Systems, A long
term care pharmacy provider. Brian was responsible for strategic management of company’s cash flow and daily operations as
Millennium positioned fora sale or merger. Brian also has additional Pharmaceutical experience at Walgreens and Astellas Parma. Brian
also spent 6 years at Sammons Financial Group and also was an auditor at a public accounting firm for 3 years, specializing in Hedger
Funds and Non-profits.
CURRENT CONTRIBUTORS
Frank Wilhelm – Founder at International Supply Chain Solutions
Frank brings over thirty years of extensive “hands on” U.S. and international management experience in virtually all facets of integrated supply
chain and materials management. Through emphasis upon cost control, information enablement, order fulfillment and functional excellence in
all the constituent disciplines, Frank focuses the enterprise on service level elevation, asset optimization and cost reduction. Expanding the
prowess of the organization through full utilization of the extended enterprise has been the primary goal and result of his endeavors.
Frank has held senior level management and partner positions at major consultancies such as BDO Siedman and Cambridge Technology
Partners. Additionally, Frank is the founder and President of International Supply Chain Solutions, a consulting firm that implements integrated
supply chain management applications with business processes. The group has had a substantial impact with clients on service-level elevation,
cost reduction, and asset optimization.
Frank is a respected and recognized thought leader in supply chain management authoring many articles and being frequently quoted in leading
business journals and is in much demand as a speaker on integrated supply chain management and related topics. Frank is on the Governing
Board of the Massachusetts Institute of Procurement and Supply.
Frank has considerable operational experience having held senior supply chain management positions at Siemens, Rockwell, Alcatel, and Digital
Equipment Corporation. Having lived in Europe and worked extensively in the Far East, Frank brings a truly global perspective to his clients.
Frank received his Bachelors Degree from the University of Nebraska.
Kasthuri Henry – President at KasHenry Inc.
Dr. Kasthuri Henry is a financial and performance management leader with 25 years of corporate experience and international exposure. A
native of Sri Lanka, Kas earned her B.Sc. from Bangalore University (India) majoring in Math, Computer Science and Physics. She earned her
MBA from Indiana State University (USA) with an emphasis in Finance and Decision Sciences. With a PhD from Walden University, Minneapolis
(USA), she is actively engaged in consulting, training, motivational speaking as well as publishing through KasHenry Inc. A Six Sigma Black Belt,
Kas’ experiences include CFO at Chicago Teacher’s Pension Fund, Regional CFO at Aon Risk Services integrating US financial operations; Vice
President of Continuous Improvement for the University Division at Career Education Corporation driving effective integration of ERM,
Governance and Six-Sigma to continually improve the educational experience/outcome of students and thereby drive strategy-focused
performance improvement; Sr. VP of Planning and Analysis at HSBC Consumer/Mortgage Lending; and global treasury consultant at Hospira Inc
integrating transactional banking across Asia-Pacific and Europe.
Kas is also a Visiting Professor at Southern Illinois University Public Sector Management, DeVry/Keller Graduate School of Management and
North Park University. She was a member of the North Park University MBA Advisory Board from 2006 – 2009 and currently serves on the DeVry
University Advisory Board. Kas’ contribution at Aon Risk Services and dedication to education through various institutions was recognized by the
Institute of Management Accountants, naming her the recipient of ‘Financial Executive of the Year Award 2006’ for the Mid-America region.
Kas’ professional affiliations include Governmental Finance Officers Association (GFOA), Association of Financial Professionals (AFP), and
Treasury Management Association of Chicago (TMAC); Civic affiliations include the Lion’s Club and Habitat for Humanity. A Phi Theta Kappa
Leadership Honor Society and International Public Safety Leadership Ethics Institute (IPSLEI) Certified Ethical Leadership instructor, she currently
serves as faculty member for AFP continuing professional education. As a member of the Executive Board of I am 4 Kids, Kas strives to facilitate
the process of helping kids develop empowering identities. Kas is the recipient of the National Lybrand Award for her contribution to the
financial strategy literature in recognition of her cutting edge consulting value proposition manuscript “Financial Agents for Change”.
CURRENT CONTRIBUTORS
Bill Myers – VP of Corporate Strategy and Product Management at ISCO International
Bill Myers has over 20 years of experience developing and creating new businesses and products. His combination of customer/market
focus, business sense and engineering acumen enable him to drive successful new products and solutions into technology markets.
Bill has held a variety of technical and business roles in research, innovation and intellectual property, product development, product
management, marketing, business development, competitive intelligence and strategy at Motorola and BlackBerry. In his current role at
ISCO International, Bill leads product management, marketing and corporate development. Bill has an MS in electrical engineering from
the University of Illinois at Chicago and an MBA from the Kellogg Graduate School of Management at Northwestern University.
Susan Lloyd – Market Research and Competitive Intelligence Director at Navistar Inc.
www.jpk-grp.com/CHIBF2015
[email protected] 858-386-0013
Who Should Attend?
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Accounting
Business Analysis & Planning
Business Development
Business Intelligence
Business Solutions
CEO
CFO
Competitive Intelligence
Controller
COO
Demand Planning & Analytics
Executive Director
Finance & Treasury
Financial Analyst
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Forecasting
FP&A
Market Analysis
Market Intelligence
Marketing
New Product Business Analytics
Predictive Modeling
Product Management
S&OP Demand/Planning
Sales Operations & Business Intelligence
Strategic Initiatives
Strategic Marketing
Strategy & Operations
Supply Chain
And others!
Past Attendee Organizations
Abbott Laboratories
Adidas
Advance Auto
Alcoa
Allstate Insurance Company
Amgen
BP
Bose
Capital One Bank
CBS Interactive
Chevron
Chiquita
Cisco
Citrix
Clorox
Coca-Cola
Del Monte Foods
Dr. Pepper Snapple Group
DuPont
eBay
Experian
FedEx Services
Ghirardelli
Guitar Center
Hallmark Cards, Inc.
Hewlett Packard
Intel
Intuit
JcPenney
JetBlue
John Hancock Financial Services
Johnson & Johnson
Kaiser Permanente
Kohler Company
Lincoln Financial
Masonite
Mayo Clinic
Microsoft
Oracle
Overstock
PepsiCo
Pfizer
Philips
Qualcomm
Rolls-Royce Corporation
Shutterfly
Siemens
Sony Corporation of America
Target
United Healthcare
Whirlpool
And more…
Past Attendee Comments
“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”
www.jpk-grp.com/CHIBF2015
[email protected] 858-386-0013
Venue and Hotel
Surrounding Area
The Embassy Suites Chicago Downtown hotel is located in the heart of Chicago,
putting you close to many of the city’s main attractions. Downtown Chicago is great
for walking, and there are options for shopping and dining in every direction. Cruise
Michigan Avenue’s Magnificent Mile to find mid-range and high-end shops. One
block west is Rush Street, known for its nightlife. Take the kids to Lincoln Park Zoo
for a day of family fun. For a more cultural experience, visit the Chicago Museum of
Contemporary Art, which includes many notable artists in its collection. Our Chicago
hotel is ideally located for both business and leisure guests who love to explore and
really experience a city.
Transportation
FROM THE AIRPORT
Chicago-OHare International Airport
Take I-190 to I-90 East to Downtown. Exit Ohio Street. Hotel is on left corner of State
and Ohio. Airport shuttle service is operated by Airport Express from each terminal.
Distance from Hotel:17 mi.
Drive Time:45 min.
TYPICAL MINIMUM CHARGE
Limousine—70.00 USD
Super Shuttle—25.00 USD
Subway/Rail—2.50 USD
Taxi—50.00 USD
Chicago Midway Airport
Cicero Ave. to I-55 North. I-55 North to I-90/94 West (Dan Ryan Expy). Exit Ohio
Street. Hotel is on left corner of State & Ohio. Airport shuttle service is operated by
Airport Express from each terminal.
Distance from Hotel:11 mi.
Drive Time:45 min.
TYPICAL MINIMUM CHARGE
Limousine—68.00 USD
Super Shuttle—20.00 USD
Subway/Rail—2.50 USD
Taxi—40.00 USD
Hotel
The summit will take place at:
Embassy Suites Chicago—
Downtown
600 North State Street
Chicago, Illinois 60654
312-943-3800
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.
Online Reservations:
http://embassysuites.hilton.com/en/es/groups/personalized/C/
CHIDWES-JPK-20150610/index.jhtml?WT.mc_id=POG
$269/night
Limited amount of discounted rooms available —
Room block ends May 12th, 2015
SUMMIT REGISTRATION
Attendee Information
____________
Attendee Name
_______
Title
Organization
Attendee Participation Rates
________
Early registration and group discounts below:
Email
Phone
______
1 Person - $999 total
2 People - $1,998 total
Additional Attendee
Name
_______
Title
Email
______
Additional Attendee
Name
4+ People - $999/person
_______
Title
Email
Payment Information
Check/Purchase Order
Credit Card
_______
5 Ways to Register:
Name on Card
______
Card Number
[email protected]
www.jpk-grp.com/CHIBF2015
By Email
Online
_______
Expiration Date
CV2 (card verification number)
_______
Billing Address
_______
888-651-9685
858-386-0013
By Phone
By Fax
City/State/Zip
Pay By Check:
Checks should be made payable to JPK Group LLC. The mailing address for checks and tax forms is:
By Mail
JPK Group
Attn: Accts. Receivable
11251 Rancho Carmel Dr. #502876
San Diego, CA 92150
JPK Group
C/O Accounts Receivable
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.