Financial Planning & Analysis
Data Science Applied to the High Cost of Employee Turnover
Join this session to explore the pros and cons of various predictive analytic models to predict attrition of your valuable employees. Attendees learn how to develop an approach to adding and testing how additional factors such as education, in-house training attended, and work life balance contribute to employee retention. The speakers look beyond the length of service to build and present better models for human resource management, as well as better models that will save the treasury and finance departments more money and predict what factors lead to higher employee retention rate.
Linda Stewart, Manager & Architect, Performance Architects, Inc.
Mitch Codkind, CFO, Energage, LLC
Autumn Morrice, Associate, Performance Architects, Inc
Transforming Finance to a Business Partner
FP&A Professionals are being called upon to provide more support in strategic decision-making within their organizations from the lens of a business partner. Hear from the finance team at a multinational consumer goods company, that was called upon by their business stakeholders to provide more value-added insights. Learn about their 5-step transformation journey to becoming an engaged business partner, including how to build and strengthen relationships with stakeholders, as well as how to turn data into insights.
Mohamed ELRouby, FP&A Head Middle East Cluster, Takeda
Advanced Dynamic Financial Modeling
Despite increasing efforts to move planning and modeling efforts away from Microsoft Excel, more than 40% of companies admit that spreadsheet software remains one of their core tools for forecasting. In this session, an FP&A trainer covers methods of dynamic forecasting to save time, eliminate mistakes, and reduce rework. Facilitated in Excel, this interactive session takes attendees through an actual company model and transition into a dynamic format, allowing the model to self-update with minimal human involvement. Learn not only the mechanics of modeling, but also how to become an indispensable asset to your organization.
Carl Seidman, Principal, Seidman Financial
Integrated Planning: Designing a Financial Planning Program to Drive Strategy Forward
Integrated planning can take different shapes and forms depending on the business case. In this session, listen to how integrated planning connects the dots between financial planning, business planning and strategic planning, amplifying the effectiveness and reach of each one of these tools. Learn how the development and implementation of this integrated framework places FP&A at the center of corporate strategy and transforms the department from the traditional budgeting/forecasting role to become a true business partner influencing decision making and driving strategy forward.
Kimie Pellizzaro, FP&A, CTP, Director of Finance and Treasury, Peterson Cat
Architecting the Digital Finance Future: Leveraging the Cloud to Drive Business Transformation
Finance leaders must deliver advanced analytics and unique insights, provide strategic leadership to optimize the allocation of scarce resources, and partner with the business to improve decision-making. Unfortunately, many organizations struggle as their legacy technology platforms are typically not well aligned to the business model, lack flexibility, and require involve manually intensive processes with long cycle times. In this panel discussion, FP&A leaders who have spearheaded enterprise initiatives to modernize and digitally enable their finance function through the implementation of cloud based EPM solutions discuss efforts to streamline business processes, enhance modeling and planning capabilities, and improve accuracy while minimizing risk.
Philip Peck, Vice President Finance Transformation, Peloton Group
Michael Spataro, Director, Financial Planning & Analysis, Regeneron
Michele Howard, Finance Director, Sysmex America, Inc.
Getting Engagement and Involvement from Operations
Too often in the finance industry, practitioners rely solely on reports or raw data to build the financial model for a company. It is important for practitioners to engage the people that create the data, to have better foresight into what they feel they can accomplish in future years. This session covers best practices to get engagement from your operations team. Learn how to get other teams to provide insight into the forecast process, as well as how to take ownership of the process so that they are always trying to improve and understand the financials.
Daniel Clarkson, Financial Planning Specialist, Chesapeake Energy Corporation
David Adams, Manager - Financial Planning & Analysis, Chesapeake Energy Corporation
There are a wide variety of Budgeting methodologies (Bottoms Up, Tops Down, Zero-Based, Predictive Modeling, etc.) available to the modern FP&A professional. However, is there really a best practice? Adaptive Budgeting takes a "best-fit" approach, synchronizing the effort with the risk, and utilizes technology to speed up the process. In this session, learn how to stratify line items by importance and match to an appropriate budgeting method, as well as how to utilize predictive modeling tools to reach baseline assumptions.
Valentino Hafalia, Manager Financial Planning and Analysis, Western Alliance Bank
Johnson Le, Financial Analyst, Western Alliance Bank
Create Your Own Crystal Ball: Getting the Data Visibility You Need
Finance teams face greater demands to provide strategic support and analysis to the business, but are held back by data silos and manual processes. This session presents case studies of two companies, Ominichannel marketer Vlocity and medical laboratory informatics Sunquest, that upgraded their technology to accelerate cycle times for planning, reporting and analytical processes. These companies share how they got their diverse data sources under control, streamlined planning processes and changed their modes to provide more support and become a strategic organization.
Rebecca Baril, Sr. Financial Analyst, Sunquest Information Systems
Frederick Kurniadi, Director, Sales Finance, GitLab
Kerman Lau, Director of Finance, Workday
Data Driven Decision-Making: A Blueprint & Case Study
Data driven decision-making (DDDM) is a key differentiator of successful organizations that, when applied appropriately, improves end-to-end processes, reduces cost and waste and maximizes return on assets. ABM, a large services provider, successfully applied these principles with their finance and operations teams who partnered to deploy technology to provide real-time visibility into labor costs. Attendees learn principles and practices that support the collaborative design of a solution and address the issues encountered during implementation (technology integrations, data quality, change management).
Kayla Davis, Vice President, Finance, ABM Industries Incorporated
Megan Weis, VP and General Manager FAO Services, Personiv
Finance Job Descriptions From the Future
Finance and business are changing as the tipping point of technology forces changes to educational requirements and operating processes. Finance practitioners need to understand how these changes impact their profession in order to plan their career paths. This session provides context of how the finance function has evolved and how it will change in the future. Learn actionable steps you can take to change your professional profile in order to evolve, so that you do not become extinct.
Craig Stevens, Head of US L&H Reporting, Swiss Re
Benjamin Pring, Vice President, Head of Thought Leadership, and Director, The Center for the Future of Work, Cognizant