Business Forecasting

&

Innovation Forum 2015

June 11 - 12, 2015 Chicago, IL Collaborative Analytics and Insights

Continuous Planning and Rolling Forecasts

Integrated Business Planning

Turning Data Into a Strategy Asset

Strategic Market and Competitive Intelligence

A Predictive Analytics and Competitive Intelligence Forum

Earn up to 15 CPE

Credits!

Welcome to The Business Forecasting and 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 -

We bring together a diverse and experienced speaking faculty and high level attendees—simply put, the right people in the room

focusing on education and networking. You will NOT find exhibit halls or software vendors pushing their services at our summits.

The agenda allows you to choose between multiple break out session options so you and your team can converse and interact with

other attendees and presenters. By attending, you and your group will walk away with invaluable-actionable 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 2 hour workshops and 90 minute panel sessions that offer more hands-on, interactive learning. The panel sessions are designed

to help each attendee get the absolute most out of the other attendees and speakers.

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/CHIBF2015

inquiry@jpksummits.com 858-386-0013

Summit Schedule—Day 1

8:30am Opening Keynote:

Collaborative Analytics and Insights Uniting strategy with organizational intelligence to anticipate industry change

10:45am Networking and Refreshment Break

9:45am:

Macro-Economic Forecasting Identifying leading indicators in the market to spot upcoming external developments

11:00am

Building a High Performance Finance Team and Culture Create a highly adaptive team while fostering a culture of creativity and innovation

June 11th, 2015

11:00am

Innovative and Ethical Ways to Collect CI Identify the gray areas of CI and discuss ethical boundaries

12:00PM Lunch

2:15pm

Driving FP&A Through the Organization

Leverage financial planning and analysis to provide true business impact

2:15pm

Using Competitor's Products as a Primary Intelligence Source

Identify opportunities to use analysis of competitor products to improve your own product’s competitiveness

5:00PM Networking Reception

Financial Forecasting, Planning and Analytics Topics Market and Competitive Intelligence Topics

11:00am

S&OP Framework

Align sales and operations functions to ensure customer needs are met

Demand Forecasting and Planning/S&OP Topics

3:15pm 15 Minute Networking and Refreshment Break

2:15pm

Transforming Procurement and Supply Chain Build a sustainable procurement process and a robust supply chain with data analytics

9:45am:

Partnerships & Collaborative Intelligence in a Multinational Corporation Leverage competitive insights via partner collaboration across countries and market segments

1:oopm

Finance Transformation and Innovation Improve forecast accuracy, reduce cost and unnecessary processes with a more streamlined approach

1:oopm

Competitive Intelligence Scenario Planning Analyzing and understanding future trends

1:oopm

S&OP—Supply “Change” Management Leadership roadmap from strategy to execution

3:30pm

Interactive Panel Session — Financial Forecasting, Planning and Analytics Join other attendees and presenters in this unique forum to work together to solve actual financial forecasting issues

3:30pm

Interactive Panel Session — Innovative Intelligence Join other attendees and presenters in this unique forum to work together to solve actual organizational intelligence issues

3:30pm

Interactive Panel Session — Demand Forecasting, Planning and S&OP

Join other attendees and presenters in this unique forum to work together to solve actual demand forecasting issues

Summit Schedule—Day 2 8:30am Opening Keynote:

Turning Data Into a Strategic Asset Employ data analysis and metrics across every function in the organization by creating a data-driven culture

9:45am:

Becoming a Strategic Business Partner Building strategic partnerships with key stakeholders to become more effective leaders

11:00am

Financial Modeling and Driver Based Planning

Link Financial forecasting to operational drivers and key performance indicators

2:15pm Workshop:

Continuous Planning and Rolling Forecasts Utilize rolling forecasts to adapt to dynamic business challenges and opportunities

11:00am

Maximizing the Value of Your CI Data

Harnessing and utilizing CI data to assist in high level decision making

12:00PM Lunch

2:15pm Workshop:

The Essential Competitive Analysis Methods and Tools Exploring multiple methods and tools to support the ongoing intelligence needs of your organization

10:45am 15 Minute Networking and Refreshment Break

11:00am

Integrated Business Planning Leverage business planning to improve forecasting accuracy

and drive decision making

Earn 15 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: Basic Delivery Method: Group-Live Prerequisites: None Advanced Preparation: None Recommended Field of Study: Finance

4:15pm Adjourn

Financial Forecasting, Planning and Analytics Topics Market and Competitive Intelligence Topics Demand Forecasting and Planning/S&OP Topics

9:45am:

Risk Intelligence Creating an assessment of the current intelligence risks, where threats may be coming from, and what the next challenge is likely to be

June 12th, 2015

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 paul.rogers@jpk-grp.com

1:00pm

Benchmarking for Improved Financial Performance Gain insight into gaps, opportunities and areas in which your organization can focus on and improve

1:00pm

Leveraging Customer Insights Align competitive strategies for re-engagement, retention, and positioning

1:00pm

Optimizing End-To-End Demand and Supply Chain

Ensure market, customer knowledge and events are part of

the forecast

2:00pm 15 Minute Networking and Refreshment Break

John Barker – VP of Strategy and Competitive Intelligence at Wolters Kluwer

John Barker is Vice President of Strategy & Competitive Intelligence in Wolters Kluwer’s Global Platform Organization. In this role, John provides strategic direction for Wolters Kluwer’s global tax, legal, and regulatory content delivery platform, Global Atlas, and shares strategic product design best practices globally across Wolters Kluwer.

John has an extensive background in professional publishing, including as a Product Manager and Executive Legal Consultant at LexisNexis, a consultant, and award-winning Account Manager for Thomson Reuters. John has appeared as a keynote speaker at multiple Law Librarian Associations, and authored more than 50 articles discussing the application of technology to the practice of law. He has served as a Special Counsel for Technology at the Indianapolis law firm of Ice Miller LLP, and had a clerkship to a U.S. Magistrate with the United States District Court for the Western District of Louisiana.

John holds a Juris Doctor, cum laude, from Tulane University Law School, New Orleans, and a BA in Philosophy, magna cum laude, from the Catholic University of Leuven, Belgium.

Rishi Potdar – Director, International Finance at Gogo Air

Senior strategy, finance and operations leader with 14+ years experience spanning the industry and management consulting. Experienced in leveraging financial and operational techniques to drive strategic, operational and organizational change and create essential advantage for fortune 500 companies. Global experience in the U.S., Europe and Asia. Partnered with senior executives to drive strategic decision-making through data-driven insights and actionable recommendations. Managed C-level relationships and presented to senior executives and the C-suite. Drove business development efforts and sold consulting engagements. Mentored junior consultants.

CURRENT CONTRIBUTORS

Christine Rademacher Ehn — Demand Planning Analyst - Customer Level Planning and Category Lead at Wrigley

Through a variety roles in both the CPG and Healthcare fields, these experiences have provided great exposure to planning from a production, demand and inventory perspective.

Recently I was in a newly developed role within the Wrigley Commercial organization known as "Short-Term Demand Planning". This position allowed me to generate the short-term demand planning role from the ground up including development of the overall process, analytical tools and cross-functional communication and reporting. Andy holds a Ph.D. in Economics with a focus in time series econometrics and financial economics.

Anoop Tiwari – Senior Director, Strategy and Business Development at Cars.com

Anoop Tiwari is Senior Director, Strategy and Business Development at Cars.com where his team focuses on long-term strategic planning, partnerships & alliances, M&A, competitive intelligence, and internal research & analytics projects. Anoop completed MBA from Purdue University in 2005 and prior to that, he worked in technology sales and business development in India. Anoop is a proud technology & analytics geek and gets excited about its potential impact on business and delivering value to customers and making things better. Anoop is passionate about internet and its impact on business & society. Anoop has been active in working groups of various trade associations, sits on advisory boards for a few start-ups, and supports a non-profit focused on children’s education. When schedule permits, he enjoys reading, sketching, and poetry. Anoop lives in western suburb of Chicago with wife who is a floral designer and four year old daughter who keeps them both very busy.

CURRENT CONTRIBUTORS

Johannes (Hannes) Hunschofsky – Executive VP Global Operations at Hoerbiger

Hannes Hunschofsky is Executive Vice President Global Operations in charge of the Business Division Production of HOERBIGER Compression Technology Holding. In this position he is overseeing the Global Operations of all twelve of HOERBIGER Compression Technology production plants in Asia, Europe and the Americas, generating a production output of 320M Euro with 2,100 employees worldwide.

Hannes joined HOERBIGER in 1999 and has more than 30 years of experience in leadership positions in the Oil, Gas and Energy Markets both in Europe and the United States, with companies like GE Jenbacher (former Jenbacher Energiesysteme AG) and August Storm.

Hannes is an active Board of Directors member for several state and national manufacturing advocacy organizations, including the National Association of Manufacturers (NAM) in Washington, DC. Florida Governor Rick Scott appointed Hannes as a member of the Florida Economic Development Team in 2010.

Hannes earned his B.Sc. in Industrial Engineering and Operations Management from the National Polytechnic Institute in Innsbruck, Austria in 1980 and his MBA in Entrepreneurship and Marketing from the University of Innsbruck in Innsbruck, Austria in 1987.

Pete Alle — VP Supply Chain at Oberweis Dairy

Pete Alle is VP for Supply Chain at Oberweis Dairy. This role includes purchasing, quality, manufacturing, distribution, transportation, home delivery and supply and demand planning.

Prior to joining Oberweis Dairy, Pete was the Senior Director of the Center of Excellence for Customer Service and Logistics at Mondelez International. In this role, he and his team led global process improvement initiatives and innovation across the supply chain. Areas of responsibility included implementation of integrated business planning. The name itself suggests a higher level of integration than simply matching supply and demand. Pete has more than 25 years of experience in the consumer goods field and has been a leader in multiple functional areas including manufacturing, engineering, distribution, transportation, supply chain strategy, and customer relationship management. His prior experiences include assignments with Kraft Foods and Booz-Allen & Hamilton. Pete received a BS degree in Engineering from Rensselaer Polytechnic Institute and a MS degree in Engineering from Princeton University.

Judith Schieve – Competitive Intelligence Lead, Systems and Products at Motorola Solutions

Judy Schieve provides advanced competitor and market intelligence for Motorola Solutions' ASTRO® 25 land mobile radio infrastructure portfolio. As a recognized leader, she quickly transformed the competitive intelligence role at Motorola Solutions into a dynamic function that is a key part of defining the ASTRO 25 infrastructure roadmap. As part of her role, Judy provides recommendations to senior management based on research findings. Most recently, Judy has been featured in Motorola Solutions Competitive Intelligence Video Series, which provides the latest competitive intelligence and bidding strategies to help support global sales enablement.

Judy’s extensive experience in marketing strategy and product management has helped shape her role as the competitive intelligence lead for ASTRO 25. She has successfully led teams that executed new product launches, including a 3-level certification in 4.5 months and a cellular enclosure product that achieved $40M in its first year.

She holds a BSEE from the University of Illinois, and an MBA from Northwestern University’s Kellogg School of Management.

CURRENT CONTRIBUTORS

Craig McHenry – Senior Director, New Business Development at The ABIS Group

Craig McHenry has, most recently, served as Director of Competitive Intelligence for Wyeth Nutrition, Nestlé. He spent the past 21 years in the pharma industry contributing his CI expertise across several business functions including business development, secondary research and analysis, and market research. Craig played a key role in forming AHP/Wyeths first Business and Competitive Intelligence function, eventually directing a team of seven within a Competitor Insights function supporting new products and commercial brand decision makers. He has been a member of SCIP since 1993, is an ACI graduate and enjoys outdoor activities with his family.

Trey McClure — Senior Practice Director, Supply Chain Management at RGP

An engaging speaker, Lloyd (Trey) McClure is an accomplished multi-functional supply chain professional with over 20 years experience leading global supply chain transformations in public, private & private equity owned corporations. Trey began his supply chain career living in Germany for 3 years while working in a logistics role with the U.S. Government. Since then he has successfully accomplished major supply chain development and reengineering work in 4 corporations, both as a leader and as a consultant, and has led or been instrumental in the implementation & stabilization of global ERP systems including SAP, Epicor9, JBA. His diverse industry experience spans make-to-stock electronics, process industry chemicals, make-to-order tailored suits and engineer-to-order locomotives. Trey is a frequent speaker at national supply chain, logistics and leadership development conferences including CSCMP, APICS, Chief Supply Chain Officer Summit as well as industry specific conferences such as SCMChem. Trey has a BS in General Engineering Curriculum from the United States Military Academy at West Point, a MS in Operations and Systems Management from the University of Southern California, and is CPIM certified by APICS whose courses he instructed for 3 years.

CURRENT CONTRIBUTORS

Alan Anderson – Director of FP&A at Experian Marketing Services

Alan is currently the Director of FP&A for Experian Marketing Services where he actively seeks and delivers on finance efficiencies rather than organizational expansion to free up capacity for value-add decision support. Prior to joining Experian as a Commercial Finance Manager on strategic initiatives he developed broad experience across the finance function at Siemens Healthcare with roles in Treasury, Corporate FP&A, and BU Finance. This 360° view of the finance function has created opportunities for Alan to more easily identify finance process efficiencies, optimal organization design as well as understand the ancillary costs and benefits of finance initiatives across a broad set of stakeholders. Alan also holds an MBA from The University of Chicago Booth School of Business and enjoys spending time with his wife and three children.

Erin Lavelle – SVP Finance at Mesirow Financial

Primary responsibilities include managing Financial Planning & Analysis, Management Reporting and Business Intelligence. Additional responsibilities include; M&A analysis, compensation reporting & offer letter approval, participation on intradepartmental committees such as Mesirow Financial Jr Admin Board and Mesirow Financial WomenConnect Associate Group.

Bonnie Hohhof – Adjunct Faculty at George Washington University

Bonnie is currently teaching strategy at George Washington University and publishing a newsletter at www.scoop.it/t/strategy-and-competitive-intelligence. Bonnie has corporate-based knowledge of how intelligence efforts should be designed and implemented to support more effective decision-making. At Strategic and Competitive Intelligence Professionals (SCIP), she served as executive editor of two major competitive intelligence publications and edited five Competitive Intelligence books, and received SCIP’s Fellow, Meritorious, and Faye Brill awards for her contribution to the profession. A skilled speaker and author.

Susan Lloyd – Market Research and Competitive Intelligence Director at Navistar Inc.

Jeffrey Bounds – Director of Finance at McGraw-Hill

Jeffrey Bounds is the Director of Finance in McGraw-Hill Education’s Higher Education Division. In this role, Jeffrey provides direction for the Higher Education Division financial planning and forecasting, including the short and long term strategic financial plan development.

Jeffrey has extensive finance, administration, and engineering experience in diverse industries including manufacturing, logistics, airline, and learning science. Jeffrey has the proven ability to improve operations, drive long term profitable growth by providing insightful analysis of investments and financial results and establishing key metrics while evaluating risks and opportunities that help set and support the business strategic direction. He has been instrumental throughout his career in designing executive and management financial reporting systems structure and tailored monthly financial reporting to estimate revenue and related expenses as well as identify areas of improvement in financial performance across diverse functional areas.

Jeffrey is a United States Army Veteran and is described as practical and decisive, yet flexible. Jeffrey earned in B.Sc. in Mechanical Engineering from Arkansas State University in 1998 and his MBA in Finance from the University of Indianapolis in 2005.

CURRENT CONTRIBUTORS

Michael Cooper – Director, Analyst Relations and Competitive Intelligence at GENBAND

Michael Cooper is Director, Analyst Relations and Competitive Intelligence for GENBAND, a CNBC 50 Disruptor and global leader in embedded and real time communications software solutions in over 80 countries. GENBAND’s market-leading solutions, which are deployable in the network, on premise or through the cloud, help its customers connect people to each other and address the growing demands of today’s consumers and businesses for real time communications wherever they happen to be.

Mr. Cooper has extensive experience across all facets of the telecom and real-time communications industry. He began his career as a software feature engineer for AT&T Bell Laboratories where he received a design patent for his work on OSPS, the next-generation operator system. While at Lucent Technologies and Alcatel-Lucent, he led teams that contributed to the redesign of the 5ESS switch, cross business unit strategies, and marketing and analyst relations of Next Generation Networks, IMS, and network transformation. He was awarded his second patent in the area of supporting voice services over a data network. Michael is married, has 4 children, enjoys sports, and if you are interested in photography, ask him about his time as a professional photographer.

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.

Craig Fleisher – Chief Learning Officer (CLO) at Aurora WDC

Craig is focused on how to enhance and lead insight-related activities in business; developing the sensemaking/-giving culture, capabilities and processes that result in superior analysis, actionable decisions and market/stakeholder success.

For more than 25 years, his thought-leading expertise has been heavily cited in leading intl. media, publications and shared globally with many associations, public bodies, think tanks, as well as top companies including, among others, 3M, Bell, BHP, CIBC, EDS, ESSO, GE, GM, IBM, J&J, Labatt, Levi Strauss, Merck, P&G and TSX.

CURRENT CONTRIBUTORS

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.

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.

Brian McGill — Senior Principal Finance Manager at WMS Gaming

Brian McGill has over 15 years’ experience within various industries. Brian is currently leading the WMS FP&A team, as it continues to integrate with Bally after a recent acquisition. Prior to WMs Brian was the corporate controller of Millennium Pharmacy Systems, A long term care pharmacy provider. Brian was responsible for strategic management of company’s cash flow and daily operations as Millennium positioned fora sale or merger. Brian also has additional Pharmaceutical experience at Walgreens and Astellas Parma. Brian also spent 6 years at Sammons Financial Group and also was an auditor at a public accounting firm for 3 years, specializing in Hedger Funds and Non-profits.

Frank Wilhelm – Founder at International Supply Chain Solutions

Frank brings over thirty years of extensive “hands on” U.S. and international management experience in virtually all facets of integrated supply chain and materials management. Through emphasis upon cost control, information enablement, order fulfillment and functional excellence in all the constituent disciplines, Frank focuses the enterprise on service level elevation, asset optimization and cost reduction. Expanding the prowess of the organization through full utilization of the extended enterprise has been the primary goal and result of his endeavors.

Frank has held senior level management and partner positions at major consultancies such as BDO Siedman and Cambridge Technology Partners. Additionally, Frank is the founder and President of International Supply Chain Solutions, a consulting firm that implements integrated supply chain management applications with business processes. The group has had a substantial impact with clients on service-level elevation, cost reduction, and asset optimization.

Frank is a respected and recognized thought leader in supply chain management authoring many articles and being frequently quoted in leading business journals and is in much demand as a speaker on integrated supply chain management and related topics. Frank is on the Governing Board of the Massachusetts Institute of Procurement and Supply.

Frank has considerable operational experience having held senior supply chain management positions at Siemens, Rockwell, Alcatel, and Digital Equipment Corporation. Having lived in Europe and worked extensively in the Far East, Frank brings a truly global perspective to his clients. Frank received his Bachelors Degree from the University of Nebraska.

CURRENT CONTRIBUTORS

Kasthuri Henry – President at KasHenry Inc.

Dr. Kasthuri Henry is a financial and performance management leader with 25 years of corporate experience and international exposure. A native of Sri Lanka, Kas earned her B.Sc. from Bangalore University (India) majoring in Math, Computer Science and Physics. She earned her MBA from Indiana State University (USA) with an emphasis in Finance and Decision Sciences. With a PhD from Walden University, Minneapolis (USA), she is actively engaged in consulting, training, motivational speaking as well as publishing through KasHenry Inc. A Six Sigma Black Belt, Kas’ experiences include CFO at Chicago Teacher’s Pension Fund, Regional CFO at Aon Risk Services integrating US financial operations; Vice President of Continuous Improvement for the University Division at Career Education Corporation driving effective integration of ERM, Governance and Six-Sigma to continually improve the educational experience/outcome of students and thereby drive strategy-focused performance improvement; Sr. VP of Planning and Analysis at HSBC Consumer/Mortgage Lending; and global treasury consultant at Hospira Inc integrating transactional banking across Asia-Pacific and Europe.

Kas is also a Visiting Professor at Southern Illinois University Public Sector Management, DeVry/Keller Graduate School of Management and North Park University. She was a member of the North Park University MBA Advisory Board from 2006 – 2009 and currently serves on the DeVry University Advisory Board. Kas’ contribution at Aon Risk Services and dedication to education through various institutions was recognized by the Institute of Management Accountants, naming her the recipient of ‘Financial Executive of the Year Award 2006’ for the Mid-America region. Kas’ professional affiliations include Governmental Finance Officers Association (GFOA), Association of Financial Professionals (AFP), and Treasury Management Association of Chicago (TMAC); Civic affiliations include the Lion’s Club and Habitat for Humanity. A Phi Theta Kappa Leadership Honor Society and International Public Safety Leadership Ethics Institute (IPSLEI) Certified Ethical Leadership instructor, she currently serves as faculty member for AFP continuing professional education. As a member of the Executive Board of I am 4 Kids, Kas strives to facilitate the process of helping kids develop empowering identities. Kas is the recipient of the National Lybrand Award for her contribution to the financial strategy literature in recognition of her cutting edge consulting value proposition manuscript “Financial Agents for Change”.

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…

Who Should Attend?

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

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!

www.jpk-grp.com/CHIBF2015

inquiry@jpksummits.com 858-386-0013

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”

Surrounding Area The Embassy Suites Chicago Downtown hotel is located in the heart of Chicago, putting you close to many of the city’s main attractions. Downtown Chicago is great for walking, and there are options for shopping and dining in every direction. Cruise Michigan Avenue’s Magnificent Mile to find mid-range and high-end shops. One block west is Rush Street, known for its nightlife. Take the kids to Lincoln Park Zoo for a day of family fun. For a more cultural experience, visit the Chicago Museum of Contemporary Art, which includes many notable artists in its collection. Our Chicago hotel is ideally located for both business and leisure guests who love to explore and really experience a city.

Transportation

FROM THE AIRPORT Chicago-OHare International Airport Take I-190 to I-90 East to Downtown. Exit Ohio Street. Hotel is on left corner of State and Ohio. Airport shuttle service is operated by Airport Express from each terminal. Distance from Hotel:17 mi. Drive Time:45 min.

TYPICAL MINIMUM CHARGE Limousine—70.00 USD Super Shuttle—25.00 USD Subway/Rail—2.50 USD Taxi—50.00 USD

Chicago Midway Airport Cicero Ave. to I-55 North. I-55 North to I-90/94 West (Dan Ryan Expy). Exit Ohio Street. Hotel is on left corner of State & Ohio. Airport shuttle service is operated by Airport Express from each terminal. Distance from Hotel:11 mi. Drive Time:45 min.

TYPICAL MINIMUM CHARGE Limousine—68.00 USD Super Shuttle—20.00 USD Subway/Rail—2.50 USD Taxi—40.00 USD

Hotel The summit will take place at:

Embassy Suites Chicago—Downtown 600 North State Street Chicago, Illinois 60654 312-943-3800 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.

Online Reservations: http://embassysuites.hilton.com/en/es/groups/personalized/C/CHIDWES-JPK-20150610/index.jhtml?WT.mc_id=POG

$269/night Limited amount of discounted rooms available —

Room block ends May 12th, 2015

Venue and Hotel

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Checks should be made payable to JPK Group LLC. The mailing address for checks and tax forms is: 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.

SUMMIT REGISTRATION

5 Ways to Register:

By Fax By Phone

858-386-0013 888-651-9685

Attendee Participation Rates Early registration and group discounts below (available until May 15th):

1 Person - $1,499 total ($300 discount!) 2 People - $2,799 total ($800 discount!)

4+ People - Contact Us!

By Mail

JPK Group

Attn: Accts. Receivable

11251 Rancho Carmel Dr. #502876

San Diego, CA 92150

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registration@jpk-grp.com

Online

www.jpk-grp.com/CHIBF2015