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

Nevine White, Executive in Residence, Live Future Ready

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 Healthcare (HPHC) invested in a cloud-based modeling, planning and reporting solution to replace an antiquated software platform that no longer supported the needs of the business. A rise in business complexity, competitive dynamics, and profitability pressures required better visibility into the drivers of financial performance, better transparency and flexibility in cost allocations. Learn how HPHC 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

Kate Stansky, Director Budget and Cost Control, Harvard Pilgrim Health Care

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

To support a sustained shareholder value growth, finance practitioners must continuously decipher investor expectations, translate them into financial objectives and enable the company to meet and exceed them. Unfortunately, today’s financial literature and platforms do not provide the finance practitioner with the necessary tools to successfully perform this important role. This session clarifies these challenges, offers strategies for successfully addressing them and outlines the roles different finance functions play in deciphering investors’ expectations.

Speaker(s)

Vladimir Antikarov, CFO, Epione Biopharmaceuticals

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

Emerging Technologies & Financial Planning: What Actually Works!

Organizations have started to leverage emerging technologies like big data, machine learning and artificial intelligence to compliment and augment FP&A processes. Industry gossip indicates that everyone is leveraging these technologies as core components of their FP&A life, but is that really the case? Join this interactive session for a discussion of how FP&A teams have improved their forecast accuracy, more easily managed and expedited the close process, and better engaged with business partners using components and facets of emerging tools, technologies and concepts.

Speaker(s)

Thomas Blakeley, Director, Performance Architects

Kelli Pircio, Sr. Director, Enterprise Data and Analytics, Vertex Pharmaceuticals

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

Bart Troch, Global Director, Finance Systems, Akamai

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

Using Scenario Planning

The pace of business in the 21st century changes rapidly and is even more unpredictable, yet most organizations rely on budgeting processes based on a 1920s blueprint requiring a great deal of assumptions, resulting in budgets quickly becoming outdated. FP&A teams are replacing this blueprint with robust scenario planning processes to help their organizations become faster at recognizing changes and assessing when and how plans should be modified to protect against risks to prepare for opportunities. Dimensional Fund Advisors takes you through their scenario planning integration process and offers best practices for implementation. Attendees engage in small group exercises to further understand the application of scenario planning to both general and specific issues.

Speaker(s)

Mark Regier, Vice President of Finance / Head of Planning and Analysis, Dimensional Fund Advisors LP

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 this 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