Financial Planning & Analysis

New Training Tools to Upskill Your Team

The use of Digital technologies is all the rage across Finance. But how do you get an established workforce to buy into such an evolution? At Verizon, this involved forming small group training sessions that ended with employees enabled to take an active role in applying Digital technology to their job. In this session, follow Verizon’s journey to implementing the training, conveying what that training entailed to employees, and how they used the output from that training to bring the promise of Digital technologies into real work applications.

Speaker(s)

Jeff Altman, Director, Finance Leadership Development, Verizon

CTP/CCM Credits: TBD
FP&A Credits: TBD
CPE Credits: TBD
CPE Field of Study: TBD

Building an Awesome FP&A Team: A Story of Innovation and Engagement

Are you tired of being called a ‘bean counter’ or ‘revenue prevention’? Are you and your team perceived as ivory tower staff that adds no value? It doesn’t have to be like that. Come hear the story of how a small FP&A team engaged within a fast-moving, high-tech business at a different level. Learn about how innovation, out-of-the-box thinking, continuous learning, and having some fun at work transformed a department of financial analysts and managers into an AWESOME FP&A team, that delivered on adding value, flexibility, and responsiveness.

Speaker(s)

John Merriman, Vice President, Finance and Accounting, Copper Mountain

CTP/CCM Credits: TBD
FP&A Credits: TBD
CPE Credits: TBD
CPE Field of Study: TBD

Finance’s Evolving Role: The Importance of Transformation and Digitization to Finance

The role of finance organizations is changing quickly, shifting to include more non-traditional functions and leading the charge in overall business strategy and investment priorities, including digitization—the enablement of business-process automation, cloud computing, data visualization and advanced analytics. Teams are forced to become more technically skilled and knowledgeable, while still using the tools and methods of decades past. Taking you through the challenges and gains of their own finance transformation, Amex demonstrates how they bridged this gap by partnering with finance to build a reliable roadmap, created data and technology strategies, and eventual implementation.

Speaker(s)

Scott Nitschke, Vice President, Finance Transformation, American Express

CTP/CCM Credits: TBD
FP&A Credits: TBD
CPE Credits: TBD
CPE Field of Study: TBD

Integrated Business Planning & Analytics at HPHC: Leveraging the Power of the Cloud

Harvard Pilgrim Health Care (HPHC), a leading not-for-profit health services company, leveraged an antiquated software platform for planning, cost allocations, and reporting that no longer supported the needs of the business. Business complexity, competitive dynamics, and profitability pressures required better visibility into the drivers of financial performance, better transparency and flexibility in cost allocations, and the elimination of manually intensive data management and offline planning and reporting processes. HPHC invested in a cloud based modeling, planning, & reporting solution where they leveraged out-of-the box capabilities and best practice business processes while still accommodating unique business requirements. Learn how they significantly improved the efficiency and effectiveness planning and reporting, enhanced profitability analytics, and delivered high impact data visualization and management reports while successfully driving change management and adoption.

Speaker(s)

Philip Peck, Vice President Finance Transformation, Peloton Group

CTP/CCM Credits: TBD
FP&A Credits: TBD
CPE Credits: TBD
CPE Field of Study: TBD

How FP&A and Treasury Can Help Beat the Street

The best run companies manage to deliver steady returns to their investors by simultaneously shaping Wall Street’s expectations and consistently meeting or exceeding them. Attendees will learn about the specific roles of the different finance functions in deciphering investors’ expectations and translating them into a shareholder value creation plan, connecting corporate strategy with financial targets to assure that its implementation will be value accretive, modify the traditional NPV analysis to drive the selection of shareholder value-creating projects, connect the financial targets with operational and investment plans to assure that the value-creating strategy is operationally feasible.

Speaker(s)

Vladimir Antikarov, CFO, Epione Biopharmaceuticals

CTP/CCM Credits: TBD
FP&A Credits: TBD
CPE Credits: TBD
CPE Field of Study: TBD

Budgeting, Forecasting and Planning Best Practices

As FP&A practitioners, there is often a focus on the process without a strong discussion of how overall organizational strategy, people and technology play into the equation. This panel of experienced FP&A and financial systems practitioners shed light through lively conversation on what works well—and what could be going better, not only from a budgeting, forecasting and planning process perspective, but also from an organizational strategy, people and technology perspective. The group also shares its thoughts on what it takes to succeed, how to organize for success, and what pitfalls to avoid along the way.

Speaker(s)

Kirby Lunger, Partner, Performance Architects, Inc.

Sarah Moriarty, Associate Director Financial Management, Harvard University

CTP/CCM Credits: TBD
FP&A Credits: TBD
CPE Credits: TBD
CPE Field of Study: TBD

Earning (& Keeping) a Seat at the ‘Big Kids’ Table: How Finance Has to Adapt to Stay Relevant & In-Demand

The skill set finance seeks has evolved significantly over the past few years. Today finance is expected to have broad technical expertise, industry expertise, business partnering skills, continuous improvement skills and cross-functional knowledge. Learn how finance can earn—and keep—a key seat at the decision-making table by folding in new technical skills and evolving a center of excellence made up of both finance and IT skills and viewpoints—an approach that bridges gaps and helps organizations reach a new level of success.

Speaker(s)

Candice Cantelli Meklis, VP LS & FP&A Practice, Archetype Consulting

CTP/CCM Credits: TBD
FP&A Credits: TBD
CPE Credits: TBD
CPE Field of Study: TBD

Avoiding the Deadly Sins of Incentive Compensation

Incentive compensation plans—sales commissions, executive bonus plans, MBO plans for managers and key employees throughout the enterprise—are a powerful tool for motivating and rewarding employees. However, poorly implemented plans can be expensive, ineffective, and even counterproductive. Join highly practical discussion to learn about the many things that can go wrong with incentive compensation—and some guidance on how to avoid those disasters.

Speaker(s)

Randall Bolten, CEO, Lucidity

CTP/CCM Credits: TBD
FP&A Credits: TBD
CPE Credits: TBD
CPE Field of Study: TBD