Business Forecasting and Strategic
Innovation 2015
A Predictive Analytics and Competitive Intelligence Forum
February 17 - 18, 2015 San Francisco, CA
Collaborative Analytics and Insights
Continuous Planning and Rolling Forecasts
Earn up to 13 CPE
Credits!
Integrated Business Planning
Turning Data Into a Strategy Asset
Strategic Market and Competitive Intelligence
Welcome to The Business Forecasting and Strategic 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 Not only do we bring together a diverse and experienced speaking faculty, we truly focus on education and networking. You will NOT
find exhibit halls or software vendors pushing their services at our summits. We also aim to keep the attendee group size to a
“comfortable” number with different break out session options allowing you and your team to converse and interact with other
attendees and presenters and not getting “lost” in the crowd. 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 25 minute engaging “experience sessions” and also 2+ hour workshops that offer more hands-on, interactive learning. You are
also able to chose any of the sessions to attend even if they are not in the same “track”.
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/SFBF2015
[email protected]
858-386-0013
Summit Schedule—Day 1
February 17th, 2015
8:30am Opening Keynote:
Becoming a Strategic Business Partner
Building strategic partnerships with key stakeholders to become more effective leaders
9:30am Keynote:
Collaborative Analytics and Insights
Uniting strategy with organizational intelligence to anticipate industry change
10:30am 30 Minute Networking and Refreshment Break
Financial Planning, Forecasting & Analytics Topics
Demand Planning, Forecasting & Analytics Topics
Market and Competitive Intelligence Insights &
Innovation Topics
11:00am
11:00am
11:00am
Financial Modeling and Driver Based Planning
Integrated Business Planning
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
11:30am
Finance Transformation and Innovation
Improve forecast accuracy, reduce cost and unnecessary
processes with a more streamlined approach
11:30am
11:30am
Partnerships & Collaborative Intelligence
S&OP Framework
Align sales and operations functions to ensure customer
needs are met
Leverage competitive information through partner
collaboration
Lunch
1:00pm Workshop:
1:00pm Workshop:
Continuous Planning and Rolling Forecasts
Utilize rolling forecasts to adapt to dynamic business challenges and
opportunities
Redefining Competitive Strategy
Leveraging your analysis to drive action
3:30pm 30 Minute Networking and Refreshment Break
4:00pm
4:00pm
4:00pm
Driving FP&A Through the Organization
Optimizing End-To-End Demand and Supply
Chain
Intelligence Collaboration
Leverage financial planning and analysis to provide true
business impact
4:30pm
Ensure market, customer knowledge and events are part of
the forecast
Connecting with executives by making content more Visible,
Interactive and Provocative
4:30pm
Building a High Performance Finance Team and
Culture
4:30pm
Scenario Planning and S&OP
Features vs. Solutions: A Holistic View of the
Competition
Create a highly adaptive team while fostering a culture of
creativity and innovation
Navigate through uncertainty with improved foresight
and agile planning
How to analyze and compete with the whole suite of
competitive offerings instead of a single offering
Networking Reception
Summit Schedule—Day 2
February 18th, 2015
8:30am Opening Keynote:
Macro-Economic Forecasting
Identifying leading indicators in the market to spot upcoming external developments
9:30am Keynote:
Turning Data Into a Strategic Asset
Employ data analysis and metrics across every function in the organization by creating a data-driven culture
10:30am 30 Minute Networking and Refreshment Break
Financial Planning, Forecasting & Analytics Topics
Demand Planning, Forecasting & Analytics Topics
Market and Competitive Intelligence Insights &
Innovation Topics
11:00am
11:00am
11:00am
Utilizing Finance Analytics to Drive Growth
Transforming Procurement and Supply Chain with
Data Analytics
Innovative and Ethical Ways to Collect CI (Part 1)
Leverage finance analytics to help strengthen decisionmaking
Identify the gray areas of CI and discuss ethical boundaries
Build a sustainable procurement process and a robust supply
chain with data analytics
11:30am
Benchmarking for Improved Financial
Performance
11:30am
Identify the gray areas of CI and discuss ethical boundaries
Gain insight into gaps, opportunities and areas in which
your organization can focus on and improve
Improve new product forecasts and reduce supply chain risks
11:30am
Innovative and Ethical Ways to Collect CI (Part 2)
New Product Planning and Forecasting
Lunch
1:00pm Workshop:
1:00pm Workshop:
Enterprise Performance Management—From Vision to Adoption
Discover what EPM is, why is it important and how it benefits the different
areas of your business
Competitive Wargaming and Simulations
Develop situational awareness of competitive position
3:30pm Adjourn
Earn 13 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]
www.jpk-grp.com/SFBF2015
[email protected]
858-386-0013
2015 CONTRIBUTORS
Kranti Singh – Senior Manager of Corporate Strategy at Intel
Kranti is a corporate strategy and competitive intelligence specialist with over 10 years’ experience. In depth expertise in mobile/telecom
business models, technology, devices, silicon, and standards. Strategy development, competitive intelligence, market research and
forecasting expertise. New business development, venture capital, and startup experience. Lead investment expert for Intel Capital
mobile investments with total investments of +$3B.
Joe Mizerak – Director, Corporate Finance, Planning and Analysis at TIAA-CREF
Joseph Mizerak is a Director at TIAA-CREF and leads the Hyperion Strategic Finance initiative and the Integrated Planning Process. He has
also managed the Hyperion Planning and Budgeting and Oracle Profitability applications and partnered with the SAS Activity-based
Costing application.
Prior to joining TIAA-CREF in 2010, Joseph accumulated 16+ years of industry and consulting experience in financial and management
consulting at a wide variety of large financial services clients. His extensive experience includes leadership roles at Bank of America,
Computer Associates, Acorn Systems and PMG.
Mr. Mizerak is also a 9 year navy veteran who served as a Radar Intercept Officer in the F-14A jet and instructed fellow officers in
leadership training and development. Joseph graduated from Boston University with a Bachelors of Science degree in Business
Administration. He also earned a Masters in Business Administration from the College of William and Mary.
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 and strategic business plans and initiatives
maximizing return on investment (ROI); expansive background and expertise utilizing information to streamline and automate processes
reducing time, effort and cost through continuous process improvement and business analysis. Experience in consumer goods as well as in
food service and retail, healthcare, recreation management, transportation management, and telecommunication industries focusing on
achievement of internal customers’ and corporate objectives. Deep understanding of Finance, Marketing, and Supply Chain Management
and the associated development life cycle. Direct the continual upgrading of the staff, equipment, and procedures to maintain pace with
technological progress, economic change, and business needs. Thrive at organizing projects and staff to identify and implement innovative
tools and concepts to ensure alignment with company strategic objectives. Develop and maintain strong relationships with cross
functional teams, senior management, and external stakeholders. Certified Project Manager and Six Sigma Green Belt.
Matthew Sell – Lead Analyst, Competitive and Market Intelligence at SAP
Matthew is an experienced competitive and market intelligence analyst in the enterprise software B2B domain, covering various dynamic
markets such as analytics, big data, and mobility. During his career Matthew has worked in various analyst roles ranging from tactical
competitive intelligence in sales & marketing, to strategic market intelligence in corporate strategy. Matthew currently works for SAP as a
lead analyst in its centralized Competitive and Market Intelligence (CMI) team.
2015 CONTRIBUTORS
David Merenbach – Principal Finance Officer at Jawbone
Arnaud Deshais – VP/Head of Supply Chain and Quality Assurance at Redbubble
Prior to working at Redbubble, Arnaud was the Director of Supply Chain Management for Art.com in Emeryville, California. He has almost
20 years of global supply chain experience including Production Planning, Forecasting, S&OP, Purchasing, Partner Management, Logistics
and Distribution, Vendor Managed Inventory and Consignment for a wide range of industries such as Electronics, Aerospace, Medical
Devices, Biotechnologies and E-business Retail.
Mr. Deshais was a Consultant Manager for CapGemini Ernst and Young Supply Chain Practice for 4 years. Mr. Deshais holds an MBA from
Clemson University and is CPIM (Certified in Production and Inventory Management), CIRM (Certified in Integrated Resource
Management), CSCP (Certified Supply Chain Professional), C.P.M. (Certified Purchasing Manager) and is a CPSM ® (Certified Professional in
Supply Management®).
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.
Mike deLanda – Market/Competitive Intelligence Manager at Cisco
Mike is a Market Intelligence Manager covering the Unified Communication and Collaboration market for Cisco Systems. He has dedicated
more than 20 years of his career to the field of competitive and market intelligence. Prior to joining Cisco, he spent 8 years as the lead
analyst for Siemens Enterprise Communications. He has held leadership positions as Director of Competitive Intelligence and Market
Intelligence at both Pacific Bell/SBC and Visa International. In addition, he has worked as an independent consultant, providing strategic
competitive support to a leading global mobile manufacturer and an Asian based telecommunication provider. Mike has worked with a
broad range of stakeholders, from sales to executives, providing tactical and strategic competitive support.
2015 CONTRIBUTORS
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.
Raleen Gagnon – Global Director of Market Intelligence and Strategy at Tapfin—Manpower Group Solutions
Raleen Gagnon is the Global Director of Market Intelligence and Strategy at ManpowerGroup Solutions, TAPFIN. In this role she oversees
competitive and market intelligence along with the development of consistent process and insight related to client engagements and
solutions offered. Raleen manages all research; market demand, and global trend analysis to develop and support actionable insight for
country-specific go-to-market planning. This includes supporting client engagements and business strategy as well as the development of
new research tools and thought leadership such as the Contingent Workforce Index and Global Quarterly Market Report.
Prior to this Raleen was the Director of Strategic Marketing at Monster Worldwide, where she collaborated with sales leadership to
develop strategic programs and initiatives for the Staffing Industry, Global Sales, and Public Sector. Launching competitive intelligence
programs and comprehensive assessments of gap analysis and opportunities in the market, she established long term strategies and
strategic alliances to shift the direction of the business divisions that she supported.
Her career in corporate strategy has been built on the foundation of over a decade in competitive intelligence, managing her own
business, CI Consulting, and as a Research Director at Fuld and Company. With experience in Life Sciences, Manufacturing, and
Technology, she has overseen and delivered the research and analysis to identify emerging markets, ranked and validated acquisition
targets, provided competitive pipeline and organizational benchmarking studies, and conducted comprehensive competitive profiling and
monitoring studies. In these roles, Raleen has worked with many of the Fortune 1000 to evaluate market opportunities, forecast key
trends, and reset pricing and service models based on economic indicators.
Raleen has a Marketing degree from Bentley University, and develops and teaches certification courses for the Academy of Competitive
Intelligence and has published numerous articles and whitepapers on the strategic direction and opportunities in staffing and key
industries looking to leverage globalization, virtual workforce augmentation, and competitive benchmarking.
Jason Mount – Senior Finance Manager, FP&A at Logitech
10+ years of progressively responsible Financial Analysis and Financial Management experience with a superior work ethic, top business
judgment, and excellent business partnering skills. Short term career goals include serving in a highly visible and very challenging finance
leadership/management role and for a company that promotes top talent. Longer term career goal is to become a Finance Executive and
business partner to the Executive team assisting to grow the business and increase the company's success.
2015 CONTRIBUTORS
Mary Loomas – Revenue Controller at Intel
Mary Loomas has over 20+ years’ experience in various finance and marketing roles as well as 7 years of entrepreneurial experience as
CEO of a small company.
Mary has held several leadership roles at Intel including Sr. Controller, FP&A Transformation, Sr. Director, Finance E-business, Controller,
Corporate Marketing, and Manager, Cost & Inventory.
Mary has an MBA from Loyola Marymount and a BA in Management Science from UC San Diego.
Kevin Mann – Manager, Market Insights, Competitive Intelligence at IBM
Kevin Mann manages IBM’s Competitive Intelligence Program focused on services competitors. Mr. Mann is a recognized expert in
competitor intelligence, market segmentation, and marketing strategy development.
Mr. Mann’s prior assignments have included Principal Consultant, Growth Markets; Global Market Analyst for banking and financial
markets; Engagement Manager in IBM’s IT Strategy Consulting practice; and Marketing Strategist for Pervasive Computing. Mr. Mann has
worked with IBM clients in more than 25 countries, including postings to Seoul and Tokyo.
Mr. Mann published “Ask an Intelligent Question” a paper on competitor analysis for utilities in “Electric Perspectives.” Mr. Mann has a
patent pending related to text analytics. He is listed in Marquis “Who’s Who in Finance and Industry.”
Mr. Mann received an MBA from the University of Chicago in 1983, and a Bachelor of Science in 1978 from MIT.
Olga Longan – Global CFO at HM Clause
Olga is currently the Global CFO at HM Clause. Prior to HM Clause, she was the principal consultant at Longan Consulting established for
Interim CFO engagements, contracted executive roles and financial consulting. It focuses on Large Public and Private multi-national
Corporations with specialty areas including Controllership, Mergers, Acquisitions & Divestitures, IT Leadership, Manufacturing Finance,
Business Strategy and corporate restructuring/turnaround, International Finance and Compliance. She's worked with numerous
organizations, such as Northwest Aerospace Technologies, Sunstream Corporation, Intermec Technologies, Van's Natural Foods, NutraCea
and others.
Before establishing Longan Consulting, Olga was a VP and Controller for Wal-Mart International, CFO for Ford of Brazil, CFO of Eaton
Corporation and Director of Business Planning at Sara Lee Corporation.
She has proven expertise in financial planning and analysis, negotiations, banking relationships, business development, and operations.
Demonstrated competency in addressing complex challenges through in-depth analysis and due diligence to produce dramatic
improvements in efficiency, productivity, and business processes toward successful attainment of organizational goals. She also possesses
solid international experience; multilingual in English, Spanish, Portuguese, and French.
2015 CONTRIBUTORS
David Nixon – Senior Director, Competitive Intelligence at Oracle
David brings over 20-years of professional experience working for a range of technology companies and industry advisors. He is currently
a Senior Director with Oracle focusing on analyzing market dynamics. Prior to joining Oracle, he spent time as a Product Marketing
manager with two Bay Area companies and for 3 years he was a management consultant advising companies on their technology strategy
and operational improvements. David also worked as an engineer for Polaroid in a film process manufacturing plant.
David brings a strong understanding of underlying business issues to his work. He uses that understanding to develop and assess
strategies with a particular emphasis on ideas that take advantage of an organization’s strengths and strategic vision. He has worked
closely with all organizational levels and brings a passion for working in teams and for helping team members achieve their best.
David holds an Electrical Engineering degree from Cornell University and an MBA from MIT’s Sloan School of Management.
Nathan Slingluff – Senior Manager of Market & Competitive Intelligence at Asurion
Nathan is the Senior Manager of Market and Competitive Intelligence at Asurion, the global leader in technology protection services
protecting over 280 million customers worldwide. Over the past 5 years, he has built the Competitive and Market Intelligence function at
Asurion. In his role, Nathan covers the global wireless insurance and consumer electronic extended warranty markets, in addition to
Asurion’s niche markets including the connected home, and tech support industries. Nathan provides tactical and strategic Competitive
Intelligence to a range of key internal stakeholders from product managers to top line executives and analyzes emerging global market
trends to support multiple functions across the organization. Prior to joining Asurion in 2006, Nathan worked in marketing and strategy
for both corporate and agency sectors. Nathan is currently a member of Strategic and Competitive Intelligence Professionals (SCIP).
Mikey McPhail – Director of Business Intelligence at Tapfin—Manpower Group Solutions
Andy Fisher – Principal, Forecasting and Planning Processes at End-To-End Analytics
And more to be added soon...
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
[email protected]
858-386-0013
Surrounding Area
San Francisco is one of the world’s most colorful cities, renowned for its blend of
beautiful scenery, eclectic architecture and famous landmarks – including the
Golden Gate Bridge, cable cars and Chinatown. A principal banking and finance
center, it is home to more than 30 international financial institutions and ranks as
the 18th most productive city in the world. Discover the sights nearby and visit
Downtown Burlingame for stylish shopping, dining and entertainment. Explore the
delights of San Francisco and its abundance of tourist attractions including Alcatraz
Island, the Golden Gate Bridge, and the San Francisco Zoo. Enjoy a twilight cruise
around San Francisco Bay or your favorite crab dish and beverage while enjoying the
views of Fisherman’s Wharf.
Transportation
Shuttle (from San Francisco Airport):
Hilton provides a FREE shuttle from the San Francisco Airport that leaves every 15
minutes. Follow the signs at the airport for hotel shuttle and board the shuttle for
the Hilton SFO Bayfront.
Driving:
Driving south on US-101, exit on the Airport/Broadway Exit. Sharp left to stay on
Airport Blvd. The hotel will be on the left.
Driving north on US-101, exit on Peninsula Ave. Take the first right onto Peninsula
Ave. and take the first left on Airport Blvd. Take the next right to stay on Airport
Blvd. The hotel will be on the right.
Parking:
$5/day and $12 for overnight stay
Hotel
The summit will take place at:
Hilton San Francisco Airport Bayfront
600 Airport Blvd
Burlingame, California 94010
650-340-8500
http://www3.hilton.com/en/hotels/california/hilton-sanfrancisco-airport-bayfront-SFOAPHF/index.html
We currently have a discounted room rate for our attendees.
There is a limited amount of rooms at the discounted rate so
reserve today in order to secure your rate.
You may reserve your room via phone: 1-866-324-6914
(mention the JPK Group name to receive the discount)
Or online at:
http://www.hilton.com/en/hi/groups/personalized/S/SFOAPHFJPK-20150217/index.jhtml?WT.mc_id=POG
$215/night
Limited amount of discounted rooms available —
Room block ends January 26th, 2015
SUMMIT REGISTRATION
Attendee Information
____________
Attendee Name
_______
Attendee Participation Rates
Title
Early registration and group discounts below (available until
December 15th):
1 Person - $1,499 total
2 People - $2,799 total
($300 discount!)
($800 discount!)
Organization
________
Email
Phone
______
Additional Attendee
Name
_______
4+ People - Contact Us!
Title
Email
______
Additional Attendee
Attendee Contributor Rate
If you would like to present and share a your experience with the
attendees, please contact us for details. If you are chosen to
contribute, we will provide you with a greatly reduced rate.
Name
_______
Title
Email
Payment Information
Check/Purchase Order
Credit Card
_______
5 Ways to Register:
Name on Card
______
Card Number
[email protected]
www.jpk-grp.com/SFBF2015
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.