The Financial Forecasting, Planning and Analytics Summit June 11
Earn up to 15 CPE Credits! The Financial Forecasting, Planning and Analytics Summit June 11-12, 2015 Chicago, IL Continuous Planning and Rolling Forecasts Financial Modeling and Driver Based Planning www.jpk-grp.com/CHIFI2015 [email protected] 858-386-0013 Driving FP&A Through the Organization Utilizing Finance Analytics to Drive Growth Building a High Performance Finance Team THE FINANCIAL FORECASTING, PLANNING AND ANALYTICS SUMMIT 2015 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 invaluableactionable 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 handson, 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. Who Should Attend? Budget & Financial Analyst CFO Controller Corporate Forecasting Manager Corporate Strategy Manager CPA Director of Financial Reporting, Budgeting and Analysis Director of Forecasting and Revenue Analytics Director, Corporate FP&A Director, Financial Reporting/ Analysis Finance Manager Forecast Manager Forecasting & Planning Analyst Head of Financial Planning and Analysis Lead Financial Analyst, Strategic Development Manager, Budgeting & Purchasing Operations Finance Manager President Project Manager, Finance Strategy Sales Forecasting & Budgeting Senior Economist Senior Financial Analyst Sr. Finance Manager Sr. Manager, Financial Planning & Analysis Vice President - Financial Analysis and Budget Vice President for Business & Finance Vice President of Finance & Treasury Vice President, Corporate Planning & Allocation VP, Business Finance Operations VP, Finance And others! Past Attendee Organizations Abbott Laboratories Adidas Advance Auto Alcoa Inc Allstate Insurance Company Amgen BP Bridgestone 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… Quick Glance Summit Schedule Thursday, June 11th, 2015 7:45am Registration and Breakfast 8:15am Welcome and Opening Comments Keynotes 8:30am Opening Keynote: Collaborative Analytics and Insights Uniting strategy with organizational intelligence to anticipate industry change 9:45am Keynote: Macro-Economic Forecasting Identifying leading indicators in the market to spot upcoming external developments 10:45am 15 Minute Networking and Refreshment Break Sessions 11:00am Building a High Performance Finance Team and Culture Create a highly adaptive team while fostering a culture of creativity and innovation 12:00pm Lunch 1:00pm Finance Transformation and Innovation Improve forecast accuracy, reduce cost and unnecessary processes with a more streamlined approach 2:15pm Driving FP&A Through the Organization Leverage financial planning and analysis to provide true business impact 3:15pm 15 Minute Networking and Refreshment Break Interactive Panel Session 3:30pm Interactive Panel Session — Financial Forecasting, Planning and Analytics Join other attendees and presenters in this unique forum to work together to solve actual financial forecasting issues 5:00pm Networking Reception Quick Glance Summit Schedule Friday, June 12th, 2015 7:45am Registration and Breakfast 8:15am Welcome and Opening Comments Keynotes 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 Keynote: Becoming a Strategic Business Partner Building strategic partnerships with key stakeholders to become more effective leaders 10:45am 15 Minute Networking and Refreshment Break Sessions 11:00am Financial Modeling and Driver Based Planning Link Financial forecasting to operational drivers and key performance indicators 12:00pm Lunch 1:00pm Benchmarking for Improved Financial Performance Gain insight into gaps, opportunities and areas in which your organization can focus on and improve 2:00am 15 Minute Networking and Refreshment Break Workshop 2:15pm Workshop: Continuous Planning and Rolling Forecasts Utilize rolling forecasts to adapt to dynamic business challenges and opportunities 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. For more information regarding administrative policies such as Program Level: Basic complaints, please contact via mail, phone or email: Delivery Method: Group-Live JPK Group LLC Prerequisites: None c/o Paul Rogers Advanced Preparation: None 11251 Rancho Carmel Drive #502876 Recommended Field of Study: Finance San Diego, CA 92150 858-386-0013 [email protected] CURRENT CONTRIBUTORS 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.” 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. www.jpk-grp.com/CHIFI2015 [email protected] 858-386-0013 CURRENT CONTRIBUTORS 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. 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. Rishi Potdar – Director, International Finance at Gogo Air Senior strategy, finance and operations leader with 13+ 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. www.jpk-grp.com/CHIFI2015 [email protected] 858-386-0013 CURRENT CONTRIBUTORS 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. 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. 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. www.jpk-grp.com/CHIFI2015 [email protected] 858-386-0013 CURRENT CONTRIBUTORS 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”. www.jpk-grp.com/CHIFI2015 [email protected] 858-386-0013 SUMMIT 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 Reservation: 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 Participation Rates Early registration and group discounts below (available until May 15th): 1 Person - $1,499 total (a $300 discount!) 2 People - $2,899 total (a $700 discount!) 4+ People - Contact Us! 5 ways to register: Attendee Information ____________ www.jpk-grp.com/ CHIFI2015 Attendee Name _______ Title Organization Email Phone ________ Online ______ registration@ jpksummits.com Additional Attendee Name _______ Title Email ______ Additional Attendee By Email Name _______ By Mail JPK Group Attn: Accts. Receivable 11251 Rancho Carmel Dr. #502876 San Diego, CA 92150 Title Email Payment Information Check/Purchase Order Credit Card _______ Name on Card ______ Card Number 858-386-0013 _______ Expiration Date CV2 (card verification number) _______ By Phone Billing Address _______ City/State/Zip 888-651-9685 By Fax 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. www.jpk-grp.com/CHIFI2015 - 858-386-0013 - [email protected]
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