Financial Planning & Analysis

I Am Attending:

No sessions selected

Plese, choose In-Person or Virtual session type.

Monday, November 8

No sessions matching this criteria
08:30 AM – 09:30 AM Financial Planning & Analysis
Case Study
In-Person

How BDO Drives Financial Performance with Daily Operational Analytics


With over 80K people working out of 1,591 offices and across 162 countries, BDO is committed to providing quality service through the active involvement of experienced and committed professionals. But like many global organizations that rely on legacy processes and systems, BDO struggled to develop timely, agile and actionable insights from their vast amount ledger, contracts, projects and workforce data. Led by CFO Lynn Calhoun, BDO set out to transform their Finance organization with better scale, information delivery, and data integrity to handle larger data volumes as BDO grows. And today, by combining over 10M records together every night, BDO creates daily insights to enable their P&L leaders to drive operational performance across key working capital metrics, customer profitability, labor productivity and other KPIs while drastically increasing the organizations capability to respond to key projects.
Speakers

John O'Rourke, VP of Communications and Brand Marketing, OneStream Software

Donna Pryor, Director of FP&A, BDO USA, LLP

Credits:
CTP 1.2 | FPAC 1.2 | CPE 1.2 | CPE Field of Study: BMO
08:30 AM – 09:30 AM Financial Planning & Analysis
Case Study
In-Person & Virtual

Forecasting Practices for an Uncertain World


2020 showed us that traditional planning practices need to change to better handle and prepare for the volatility and uncertainty in today’s world.  Join this session to explore the front-line case study of how DAI’s largest business unit used its FP&A team to leverage the current uncertainty into implementing rolling forecasts and improved decision making.  Speakers delve into what rolling forecasts can do and what they should not be used for.  Learn how the FP&A team found executive sponsorship, recruited operating management support, and used data analytics to help create a better path forward.
Speakers

Matthew Mowrey, Senior Director, Finance and Analytics, DAI

Steve Player, Executive Director, Live Future Ready

Credits:
CTP 1.2 | FPAC 1.2 | CPE 1.2 | CPE Field of Study: BMO
10:30 AM – 11:45 AM Financial Planning & Analysis
Panel Discussion
In-Person

Setting up FP&A Processes


Many small companies have an account department set up with a controller, treasurer, or finance practitioner to manage the basic finances.  At some point the simple accounting department will need to transition into a mature finance department with a formal financial planning and analysis team.  This panel session focuses on the need for formal FP&A, knowing the right time to start a transition, and how to start investing in and creating a framework to ensure the right systems and talent are in place to succeed.
Speakers

Greg Owens, President, Owens Advisors

Douglas Owens, Operating Senior Vice President, Vista Equity Partners

Tania Seger, Vice President, Crop Science North America Regional Finance, Bayer Crop Sciences

Geetanjali Tandon, VP, Financial Planning & Analysis, Centralsquare

Credits:
CTP 1.5 | FPAC 1.5 | CPE 1.5 | CPE Field of Study: BMO
10:30 AM – 11:45 AM Financial Planning & Analysis
Case Study
In-Person & Virtual

Transforming Finance with Machine Learning: From Data to Delivery


For Finance to stay ahead of the curve and lead their organization into the future, it is increasingly important to leverage big data and advanced analytics. Many finance organizations are experimenting with advanced analytics to improve forecasting, business insights, and decision making. In this real business case, hear about Microsoft’s journey and lessons learned in applying machine learning to different business scenarios resulting in the reduction of time spent forecasting while improving accuracy and insight. Hear how you can successfully implement machine learning projects starting with the data, through to design, delivery, and integration. To learn more about Finn, Microsoft’s opensource machine learning financial forecasting tool, click HERE.

Speakers

Jesse Todd, Finance Transformation Lead, Microsoft

Mike Tokic, Advanced Analytics Manager, Microsoft

Credits:
CTP 1.5 | FPAC 1.5 | CPE 1.5 | CPE Field of Study: IT

Tuesday, November 9

No sessions matching this criteria
08:30 AM – 09:30 AM Financial Planning & Analysis
Expert Lecture
In-Person & Virtual

Beyond Insight: How ABM is Using Data to Make Smarter Decisions and Drive Impact


An increasing number of organizations are building data analytics capabilities in efforts to gain competitive advantage by leveraging data and AI. When executed successfully, organizations can enjoy great growth as compared to their peers. In this discussion, industry experts provide an overview of key trends and challenges in organizations pursuing more advanced insight, the success factors in transforming an organization to be data-driven and shares ABM's journey in using data to build specific use cases that enabled the organization to better measure performance and enable decision making.
Speakers

Anusha Dhasarathy, Partner, McKinsey & Company

Kayla Davis, VP, Head of M&A, ABM Industries Incorporated

Credits:
CTP 1.2 | FPAC 1.2 | CPE 1.2 | CPE Field of Study: BMO
08:30 AM – 09:30 AM Financial Planning & Analysis
Expert Lecture
In-Person

The Role of the FP&A Function in Developing, Implementing and Benefiting from Proactive Agility


In turbulent business environments, Proactive Agility is a critical success factor and source of competitive advantage.  Proactive Agility involves pre-planning responses and pre-positioning contingent capabilities that will allow organizations to take prompt, effective, and efficient action.  Takeaways from this expert lecture includes the key characteristics of agile corporate planning and the skills to create and adopt an agile environment as an FP&A practitioner.  Experience a demonstration of the Agility Adjust Net Present Value (AANPV) methodology and how it evaluates and provides analytics for projects and investments.
Speakers

Vladimir Antikarov, CFO, Epione Biopharmaceuticals

Peter Geiler, FPAC, Director, Stanford Health Care

Credits:
CTP 1.2 | FPAC 1.2 | CPE 1.2 | CPE Field of Study: BMO
10:30 AM – 11:45 AM Financial Planning & Analysis
Expert Lecture
In-Person & Virtual

Cash Flow and Liquidity Management Strategies for FP&A


Thorough understanding of cash flow and working capital is essential to financial health and company prosperity.  As the eyes and ears of finance, FP&A is uniquely situated to help companies manage challenging times, however, most practitioners do not have experience in 13-week cash flow forecasting.  Join this session for insights into the various causes of cash flow constraint and how to address them, including causes of cash bleeding and remedies for working capital improvement.  Leave this session with understanding of how to manage near-term cash flow issues with applications specifically for small and mid-sized companies.
Speakers

Sundeep Kohli, Director of Finance & Audit, Authority Brands

Carl Seidman, Owner, Seidman Global LLC

Credits:
CTP 1.5 | FPAC 1.5 | CPE 1.5 | CPE Field of Study: BMO
01:45 PM – 03:00 PM Financial Planning & Analysis
Expert Lecture
In-Person & Virtual

Creating an Agile Finance Team at Swiss Re


Finance teams will need to reinvent the services they deliver and how they are delivered in order to help organizations make quick and informed decisions. Swiss Re took on the challenge of transforming their finance team from a traditional hierarchal structure to one that is more dynamic. They began by creating a clear culture/vision, dividing work across global centers, adjusting staffing to get the right resource, reducing non-value add activities, and turned the organizational chart on its side (literally). Get an inside view of Swiss Re’s successes and failures through this transformation and their outlook on sustaining a transformative finance team into the future.
Speakers

Craig Stevens, Head of US L&H Reporting, Swiss Re

Gaileon Thompson, CTP, FPAC, Sr VP, Head of Finance for Consumer & Small Business Operations, Wells Fargo & Company

Credits:
CTP 1.5 | FPAC 1.5 | CPE 1.5 | CPE Field of Study: BMO

Wednesday, November 10

No sessions matching this criteria
08:30 AM – 09:30 AM Financial Planning & Analysis
Expert Lecture
In-Person & Virtual

Clear and Impactful Dashboards for Virtual Financial Presentations


FP&A professionals are increasingly expected to be technical experts who can provide insights to financial and non-financial business partners.  What this requires is not just financial aptitude; it requires an understanding of how others interpret information and may be affected through their decision-making process. Using Power BI to explore principals for visual and virtual presentations this session demonstrates presenting findings through easy-to-understand mediums and data visualization coupled with presentation skills that delivers value and positions you as the go-to for the most important opportunities.
Speakers

Carl Seidman, Owner, Seidman Global LLC

Credits:
CTP 1.2 | FPAC 1.2 | CPE 1.2 | CPE Field of Study: COMM
10:00 AM – 11:00 AM Financial Planning & Analysis
Expert Lecture
In-Person & Virtual

Pricing and the Role of Finance


Pricing strategies have evolved in complexity since the 3’Cs of pricing (Cost, Customer, Competition) were introduced. A poor pricing calibration could affect profitability and set irreversible precedents with customers. Data and analytics have become a major factor behind the hasty pricing evolution, placing the FP&A team in a crucial role to aid in the pricing strategy. This session examines pricing over time including non-linear pricing and contract management, providing some graphic business cases to illustrate their impact on their financial performance. Explore the role the FP&A team is able to play to optimize this process, highlighting how companies are leveraging their finance and commercial teams to decide on pricing.
Speakers

Bill Abbott, Partner, Advisory, PWC

Antonio Morales, Group VP of Finance, Nortek, Inc.

Credits:
CTP 1.2 | FPAC 1.2 | CPE 1.2 | CPE Field of Study: FIN

Thursday, November 11

No sessions matching this criteria
12:00 PM – 01:00 PM Financial Planning & Analysis
Expert Lecture
Virtual

FP&A Driving Innovation: Demand Planning to Ensure Business Agility


Like most sectors, the food and beverage industry experienced massive disruptions in 2020, significantly impacting demand planning.  With food and supply shortages, supply chain disturbances, and unprecedented demand fluctuations, FP&A teams within this industry had to adopt new strategies and processes with data analysis playing a huge role in survival.  Follow the journey of Reily Foods, a multi-million dollar, family-owned company and how they were able to transition to a more holistic business view of FP&A combining data from finance, sales and operations to create more accurate demand plans amid change.
Speakers

Sofia Martinez, Director of FP&A, Reily Food Company

Shetul Shah, Product Marketing Manager, Workday

Credits:
CTP 1.2 | FPAC 1.2 | CPE 1.2 | CPE Field of Study: BMO
03:00 PM – 04:00 PM Financial Planning & Analysis
Expert Lecture
Virtual

Tips & Tricks for Financial Reporting & Forecasting with Excel & Power BI


Using standard tools like Excel and Power BI, FP&A processes can be made dramatically easier and reduce repetitive, menial tasks.  Listen to an expert discuss various options to automate processes for integrating financial accounting and ERP systems and how to implement interactive financial reports, actual budget variance analysis, and financial forecasting methods.  Also gain insight into design standards that will result in better financial reports.
Speakers

Khaled Chowdhury, FPAC, Global Director, Data & Analytics, CMC Materials

Martin Kratky, Director, Managility

Credits:
CTP 1.2 | FPAC 1.2 | CPE 1.2 | CPE Field of Study: BMO
Register now
THEY COVER SO MANY DIFFERENT TOPICS, SO THERE'S ALWAYS SOMETHING THAT YOU CAN BRING BACK AND APPLY TO YOUR COMPANY.

Rafael Andrade, CTP, The Kansas City Southern Railway Company