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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
Strategic Market and Competitive Intelligence
Topics
11:00am
11:00am
11:00am
Financial Modeling and Driver Based Planning
Optimizing End-To-End Demand and Supply Chain
Maximizing the Value of Your CI Data
Link Financial forecasting to operational drivers and key
performance indicators
Ensure market, customer knowledge and events are part of
the forecast
Harnessing and utilizing CI data to assist in high level
decision making
11:30am
Mobilizing Finance Change in a Tsunami of Data
Leverage existing technology to bring traditional solutions
to the web enabling real time updates, promoting
collaboration, and access to rich, interactive data
visualizations
11:30am
11:30am
Intelligence Collaboration
S&OP Framework
Align sales and operations functions to ensure customer
needs are met
Connecting with executives by making content more Visible,
Interactive and Provocative
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
Finance Transformation and Innovation
Integrated Business Planning
Partnerships & Collaborative Intelligence
Improve forecast accuracy, reduce cost and unnecessary
processes with a more streamlined approach
Leverage business planning to improve forecasting accuracy
and drive decision making
Leverage competitive information through partner
collaboration
4:30pm
4:30pm
4:30pm
Driving FP&A Through the Organization
Transforming Procurement and Supply Chain at
Solar Projects
Features vs. Solutions: A Holistic View of the
Competition
Solving for the new “constants”: low inventory, long cycle
time and continuous schedule change
How to analyze and compete with the whole suite of
competitive offerings instead of a single offering
Leverage financial planning and analysis to provide true
business impact
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
Building a High Performance Finance Team and
Culture
Scenario Planning and S&OP
Innovative and Ethical Ways to Collect CI (Part 1)
Navigate through uncertainty with improved foresight and
agile planning
Identify the gray areas of CI and discuss ethical boundaries
Create a highly adaptive team while fostering a culture
of creativity and innovation
11:30am
Innovative and Ethical Ways to Collect CI (Part 2)
11:30am
11:30am
Benchmarking for Improved Financial
Performance
Improve new product forecasts and reduce supply chain risks
New Product Planning and Forecasting
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
Lunch
1:00pm Workshop:
1:00pm Workshop:
Enterprise Performance Management—From Vision to Adoption
Competitive Wargaming and Simulations
Discover what EPM is, why is it important and how it benefits the different areas of your
business
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
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®).
Tim Smith, Director – Competitive Simulations at Aurora WDC
Tim specializes in designing business wargames for a broad range of client companies across the globe. Tim’s broad background in
Wargaming comes from his extensive experience in the U.S. Army Intelligence community, where he designed, developed and
implemented numerous joint-service military training exercises.
Tim also spent 13 years working in the business sector where he has conducted over 200 wargaming sessions for Fortune 500 companies.
Tim has successfully trained facilitators from companies such as 3M, Amgen, Dow Corning, HP, Kimberly-Clark and Medtronic to run their
own games internally.
Tim earned a B.A. in Business Economics from the University of California, and an M.B.A. from the Peter Drucker Graduate School of
Management, Claremont Graduate University. He has also completed his Juris Doctorate at Loyola Law School in Los Angeles, California.
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 ManpowerGroup Solutions
Raleen Gagnon is the Global Director of Market Intelligence and Strategy at ManpowerGroup Solutions. 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. HEr team is
responsible for the delivery of competitive workforce analytics, supporting client benchmarking, corporate planning, and cost-benefit
analysis.
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, is a faculty member of 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.
2015 CONTRIBUTORS
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).
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.
Olga Longan – Chief Financial Officer at HM Clause
Ms. Longan is the Global Chief Financial Officer at HM.CLAUSE and directs the global finance and accounting organizations with US
headquarters in Davis, California and EMEA headquarters in Valence, France. Previously, she was the Vice President and Controller for
Walmart International and held various senior finance management positions at Ford Motor Company, Eaton Corporation, and Sara Lee
Corporation.
With vast international experience conducting business in over 20 countries in the Americas, Europe, Asia and Africa, Ms. Longan is a
frequent speaker for US financial conferences on international finance issues. She holds a Bachelor of Science Degree in Finance from
Florida Atlantic University in Boca Raton, Florida as well as a Masters Degree in Finance and Accounting from Mercer University in Atlanta,
Georgia.
2015 CONTRIBUTORS
Shelly Rogers — Controller at Securematics, Inc.
Shelly Rogers is an accomplished finance professional with over 15 years’ experience. Shelly considers herself to be a ‘Finance Engineer’,
focused on creating solutions and building cross-functional bridges to improve the reporting and forecasting functions. Her military
experience and training make her an exceptional team leader and instilled in her a passion to motivate others. She currently leads a team
of 6 finance professionals as the Controller of Securematics, Inc., an award-winning, U.S. technology distributor that specializes in secure
networking solutions. Prior to joining Securematics, Shelly was the Director of Corporate FP&A with GoPro, Inc. where she focused on
implementing process controls in a fast growth environment and managing revenue and cash-flow forecast accuracy. Before that, Shelly
was the Brazil Business Segment Controller for Seagate Technology where she lead a cross-functional team that included Order
Management, Operations, Accounting, Finance, Credit, and Warehouse operations.
James Myers – Finance Consultant, FP&A at Hewlett-Packard
James brings over 15 years’ of international controllership, FP&A and sales operations experience in high tech to HP. A thought leader
with a track record of leveraging technology to solve problems, James has a strong methodology he employs for driving business value to
develop high performing finance teams in multi-cultural, cross functional organizations, his insights benefit the organization. With an
emphasis on value creation, his expertise spans the core facets of finance and operations, insight generation, strategic alignment, go-tomarket strategies, sales operations, project management and change management. Motivating and leading high performance finance
teams while attracting, recruiting and retaining talent, James believes in culture competency. In his spare time, he mentors and advises
early stage startups and is a program organizer for the Silicon Valley Startup Leadership Program. James is a certified Chartered
Accountant and earned his Bachelor of Accounting and Bachelor of Commerce degrees from the University of the Witwatersrand, South
Africa.
Andy Fisher, Principal, Forecasting and Planning Processes at End-to-End Analytics
Andy Fisher is an experienced analytical consultant, having spent almost fifteen years designing, developing, and implementing analytical
systems in the high-tech manufacturing, consumer product, and financial service industries. His work has focused on applying
quantitative approaches to demand forecasting, financial modeling, and risk management.
Prior to joining End-to-End Analytics, Andy worked at Cisco Systems in San Jose, developing and implementing statistical demand
forecasting, new product demand forecasting, and Sales and Operations Planning (S&OP) solutions. Andy has also worked for the SAS
Institute as an Analytical Consultant, implementing large-scale forecasting systems for Fortune 500 retail and CPG companies. Earlier in
his career, Andy worked in financial risk management, developing and implementing portfolio credit risk analytic systems for the world’s
largest banks.
Andy holds a Ph.D. in Economics with a focus in time series econometrics and financial economics.
2015 CONTRIBUTORS
David Merenbach – Principal Finance Officer at Jawbone
David Merenbach is the Principal Financial Officer for Jawbone maker of UP fitness devices and the popular Jambox brand Bluetooth
speakers. David is responsible for Jawbone’s financial strategy and management. David has spent his career managing the financial
needs of a variety of businesses. Prior to Jawbone, David held a number of leadership positions over a 14 year tenure at Intuit, including
VP, Finance and Corporate Development for the Global Business Division, Corporate Treasurer, Corporate Controller and VP Financial
Planning. David holds both a BS in Business and an MBA from University of California, Berkeley. David also serves as a member on the
Board of Trustees for Castilleja School in Palo Alto, California.
Mikey McPhail – Director of Business Intelligence at ManpowerGroup Solutions
Mikey oversees the measurement and analysis of business and workforce data in excess of $10Bb. His team collaborates with clients and
internal operations teams to align activity and data in order to evaluate and determine the best methodologies to capitalize on existing
and future workforce strategies. With nearly two decades of industry experience, six sigma training, and experience managing some of
the largest global MSP programs in existence, his expertise is leveraged by a many global clients in identify opportunities and circumvent
challenges in the marketplace.
His extensive knowledge of workforce analytics and insight related to industry leaders around the globe enable him to efficiently
coordinate and validate market and business trends.. Mikey’s works with counterparts around the globe as well as clients to assess the
impact that internal and external dynamics have on organizational initiatives in order to identify and recommend projects and solutions
that align with client’s strategic objectives. These engagements are designed to support quarterly business initiatives and annual
planning.
Mikey has been in the Staffing Industry for over 20 years. During his career he was worked on, managed, and consulted many of the
largest global organizations. He is a Six Sigma Blackbelt with a primary focus on process improvement and data analytics that lead to
actionable intelligence.
Mikey holds a BBA in Human Resource Management and Marketing from Baylor University. He is also a Six Sigma Black Belt with an
emphasis in Statistical Process Improvement.
2015 CONTRIBUTORS
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.
Jesper Hybholt Sorensen — Regional Finance Director at DuPont
Jesper Hybholt Sorensen is the Head of Global Business Finance in DuPont and the Founder of PredictiCon – a consultancy company
specialized in supporting larger organizations in implementing Integrated Business Planning, Advanced Forecast Solutions and building a
Financial Business Partner concept into their Finance Organization. In Dupont he is heading up the Global Finance Teams for the Biotech
Division with teams in seven different countries including suveral locations in the US. In Dupont Jesper Hybholt Sorensen has several years
of experience as a Financial Business Partner supporting a large number of Executive Vice Presidents with optimizing financial
performance through "goal driven out of the box thinking". During his carrier Jesper Hybholt Sorensen has also worked in China and
Denmark and has studied in Denmark and Belgium. Jesper Hybholt Sorensen holds a Master in Economics from the University of Aarhus,
Denmark.
Alan Woo — Senior Strategic Finance Consultant at ADW Consulting
Alan Woo is a finance executive with diverse experience in both multi-billion dollar public corporations as well as venture-backed and
private equity owned organizations. His primary areas of focus are strategic finance and decision support, financial planning and analysis,
valuations, and value-based management. He holds an MBA from Penn State University and a Bachelors in Economics from Indiana
University.
Derek Johnson – Chief Executive Officer at Aurora WDC
As Chief Executive Officer of Aurora WDC, Mr. Johnson spends most of his time guiding the overall strategy of the business and directing
the firm’s external consulting opportunities with clients. Prior to this promotion in March 2010, he served the prior seven years as Chief
Operating Officer and Director of Research with the firm. Prior to joining Aurora in 2003, Mr. Johnson was in the Investment Management
industry as an account and portfolio manager. He serves as Wisconsin’s SCIP chapter chair, was Program Chair of the 2009 SCIP
International Conference, and is a SCIP Catalyst Award recipient.
2015 CONTRIBUTORS
Ed Allison — Managing Partner and Founder at Compelligence, Inc.
Working to change the way companies compete and win, Ed Allison is the Managing Director and co-founder of Compelligence, Inc. a
competitive, market and sales intelligence platform.
Ed previously served as a competitive team leader at Cisco Systems, Symbol Technologies, Juniper Networks and Polycom. In his most
recent engagement, Ed helped Polycom, the leader in video communications, grow from a $1B to a $1.4B annual sales.
Ed Allison brings a history of front line competitive experience. He's a practitioner, not a theorist, of competitive, market, and customer
intelligence leadership at large, marketing-leading technology companies. Ed developed analysis and strategy techniques as a military
officer in the U.S. Army (Signal Corp) and has adopted those techniques to strategic planning and sales effectiveness.
Jorge Alvarez – Senior Director, North America Supply Chain Operations at SunEdison
Jorge has more than 25 years experience in global supply chain management with including North America, Latin-America and Asia Pacific. His
experience spans procurement, manufacturing, distribution, inbound/outbound logistics. Contributions include strategy development, process
improvement, supplier and major customer account management, outsourcing, SAP/ORACLE implementations, Electronic Data Interchange
(EDI) and freight cost management systems. He has met the challenge of leading complex supply chain transformations and outsourcing
initiatives for a leading computer manufacturer and renewable energy developer. His efforts have delivered solutions that enabled company
growth, maintained solid accountability without risk to ongoing operations.
One initiative outsourced 14 distribution centers in Asia Pacific (Australia, New Zealand, India and Korea). Work included partner selection,
contract negotiations, operations setup, process standardization and systems' upgrades (to SAP 4.6) and integration with a third party logistics
warehouse management system. The result was a tripling of operations capacity and annual operating savings of $6 million. Another initiative
consolidated 6 Brazilian distribution centers and delivered operating savings of $2.1 million. A third initiative outsourced distribution
operations for a company's North American commercial segment, converted from a legacy system to SAP and delivered $1.4 million in annual
savings.
Jorge has lead initiatives to create a supply chain organization capable of supporting 8X growth in 3 years, outsource distribution operations,
accomplish IT system conversions and implement EDI interfaces in global, cross-matrixed organizations. He is a skilled project manager with
proven capability in managing multi-cultural, multi-region teams and in conflict resolution.
His areas of contribution have involved local and global organizations in most aspects of supply chain management.
His leadership, team management style and understanding of ethnic nuisances and global supply chain challenges have lead to consecutive
years of multi-million dollar savings for the companies he worked with. He has been especially successful in complex supply chain
environments.
Jorge is also fluent in Spanish and Portuguese and has had the opportunity to live in Mexico, Brazil, Singapore and the US.
Jorge received his Bachelors of Science in Industrial Engineering from Texas A&M University, he completed HP's Management Development
Program. He is a certified Project Manager (PMP), a Green belt coach and instructor, member of the Council of Supply Chain Management
Professionals (CSCMP) and a past president for the Institute of Industrial Engineers (IIE). He is routinely invited as a speaker at professional
societies and masters programs.
2015 CONTRIBUTORS
Prashant Gupta – Principal Data Scientist at Cisco
Strategic Market and Competitive Intelligence Track Chair
Michel Bernaiche – Director, Program Development at Aurora WDC
Michel utilizes his nearly 15 years of multi industry experience as an intelligence practitioner to assist category-leading companies in
building or enhancing the operational design, execution, and influence of their intelligence functions.
Aurora WDC is a professional service firm with global capabilities and based in the USA. Since 1995, Aurora has been the partner of choice
for global research and analysis, intelligence systems and technology, as well as professional and program development. He was most
recently Head of Global Competitive Intelligence at Dunkin’ Brands, and is the current Chair Elect of the Competitive Intelligence Division
of the Special Library Association. He is also the immediate past Chair and Interim CEO of the Strategic and Competitive Intelligence
Professionals (SCIP) Board of Directors. He holds an MBA in International Business, a bachelor's degree in finance, and is an Academy of
Competitive Intelligence (ACI) alumnus. Michel also is a frequent speaker on competitive intelligence topics at venues around the world.
Speaker and Financial Planning, Forecasting and Analytics Track Chair
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.
www.jpk-grp.com/SFBF2015
[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
[email protected]
858-386-0013
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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.