www.JPKGroupSummits.com

Financial Forecasting, Analytics & Transformation Summit

Financial Modeling | Finance as a Strategic Partner | Leveraging Cloud Based Systems | Rolling Forecasts | Leveraging Analytics and Intelligence to Transform Finance | Creating Value Through Insight | Building a High

Performance Team | Collaborative Forecasting | Benchmarking for Improved Performance

13 CPE credits available!

June 6-7, 2017 | Boston, MA

#JPKGroup

LEARN. CONNECT. TRANSFORM.

Reasons to AttendOur forums allow attendees to learn and share best practices, walk away with real-concrete, actionable solutions and expand their professional skill sets. 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

This attendee focused summit provides the most comprehensive financial forecasting, predictive analytics and transformation curriculum on the market today. All of our summits are vendor/software-neutral allowing attendees to focus on frameworks, best practices and organizational strategy.

Our two-day Financial Forecasting, Analytics and Transformation Summit is comprised of two focused tracks with multiple session topics.  Each session is led by a top practitioner in his/her industry NOT a vendor pitching their products or services. Our summit allows attendees to learn and share best practices and walk away with real-concrete, actionable solutions and expand their professional skill sets.  The high level of attendee/speaker collaboration and engagement at the summit truly makes this a unique and favorable offering.

The Financial Forecasting, Analytics and Transformation Summit is also part of our flagship Business Forecasting and Innovation Forum which is comprised of two unique events; the Financial Forecasting, Analytics and Transformation Summit and the Sales Forecasting and Market Analysis Summit.

Along with the excellent learning and networking opportunities, your tuition fee covers 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 relax with drinks while you network with your peers in a vendor-free atmosphere.

We understand not everyone learns at the same pace or delivery method. Our learning sessions range from 1 hour keynote sessions, to longer workshop sessions and interactive group dialogue and discussion sessions that offer more hands-on, interactive learning. These sessions are designed to help each attendee get the absolute most out of the other attendees and speakers.

What's IncludedAlong with the excellent learning and networking opportunities, your tuition fee covers 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 relax with drinks while you network with your peers in a vendor-free atmosphere.

10:00 am 15 Minute Networking and Refreshment Break

20-year-old Marianne Teigen recently published her first young adult novel, and in only a month, it has reached the New York Times Bestsellers list.

TUESDAY, JUNE 6, 2017 AGENDA

7:45 am Registration and Breakfast 8:15 am Welcome and Opening Comments

11:15 am 15 Minute Networking and Refreshment Break

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8:30 am Opening Keynote: Collaborative Forecasting and Insights Establish integrated business planning through synchronized forecasting processes • Develop, implement, and manage collaborative forecasts • Establish collaborative planning and forecasting partnerships • Make transparent, interrelated and aligned business assumptions • Capitalize on collective knowledge & decision making, while reducing redundancy

10:15 am Keynote: The Art and Science of Good Forecasting Combining subjective and objective analysis along with external and internal factors to drive effective forecasting • Incorporating measurement as feedback to improve the forecast – make forecasting a closed loop • Conducting a thorough gap-analysis • Managing organizational knowledge by integrating multiple sources of information

11:30 am Ensuring Financial Planning Success and Avoiding Common Pitfalls Assessing common and unique financial planning pitfalls and discovering relevant and proven concepts • Determine company targets; allocate investments strategically • Incorporate multiple strategic and operational considerations in your planning • Provide top and bottom line targets to plan owners

11:30 am Finance as a Strategic Business Partner

Building strategic partnerships with key stakeholders to become more effective leader • Interpreting, explaining and driving performance within the organization • Presenting a dynamic industry, competitor and economic context • Supporting and influencing key operational and strategic decisions • Advising on key business planning assumptions, trade-offs and opportunities

12:30 pm Lunch

TUESDAY, JUNE 6, 2017 AGENDA

2:30 pm 15 Minute Networking and Refreshment Break

5:00 pm Networking Reception

www.JPKGroupSummits.com

1:30 pm Building a High-Performance FP&A Team Create a highly adaptive team while fostering a culture of creativity and innovation • Develop an effective financial data management system that promotes stewardship and governance • Streamline financial data to make advanced analytics available to a broader audience throughout the organization • Create a framework that aligns reporting and analytics to organizational objectives

1:30 pm Financial Performance Measurement and Management

Utilize rolling forecasts to adapt to dynamic business challenges and opportunities • Utilize the advantages of re-forecasting and rolling forecasts • Maximize continuous “driver based” forecasting to keep your planning current and accurate • Analyze, interpret and integrate rolling forecast processes across the organization • Link the forecast to strategic and operational decisions

3:45 pm 15 Minute Networking and Refreshment Break

Linking Operational and Financial KPIs, and aligning employee rewards• Create a consistent view of the business across all reporting dimensions • Provide faster decision making capabilities • Utilize predictive analytics and forecasts to provide real foresight

2:45 pm Continuous Planning and Rolling Forecasts

4:00 pm Continuous Planning and Rolling Forecasts (continued)

Utilize rolling forecasts to adapt to dynamic business challenges and opportunities • Utilize the advantages of re-forecasting and rolling forecasts • Maximize continuous “driver based” forecasting to keep your planning current and accurate • Analyze, interpret and integrate rolling forecast processes across the organization

Create targeted efforts to source data, build models, and transform organizational culture• Develop business-relevant analytics that can be put to use in the organization • Embed analytics in simple tools for others to excel in their position • Develop capabilities to exploit big data

2:45 pm Developing a Successful Data Integration Strategy

4:00 pm Developing a Collaborative Integrated Planning Process Bring strategic planning, finance, supply chain, sales, marketing and product development into a unified planning operating model to drive transformational performance improvement decisions • Harmonize financial and operational processes with customer demand • Enable collaborative, cross-functional business decision making across the product lifecycles • Deliver cross-enterprise alignment of planning and execution processes to improve predictability and financial      performance while managing risk

9:30 am 15 Minute Networking and Refreshment Break

20-year-old Marianne Teigen recently published her first young adult novel, and in only a month, it has reached the New York Times Bestsellers list.

WEDNESDAY, JUNE 7, 2017 AGENDA

7:45 am Registration and Breakfast 8:15 am Welcome and Opening Comments

10:45 am 15 Minute Networking and Refreshment Break

www.JPKGroupSummits.com

8:30 am Opening Keynote: Future of Forecasting and Analytics Machine intelligence, cognitive bias, and human nature In this keynote, futurist and intelligence analyst Eric Garland explores where the predictive arts are headed as its professionals are faced with increasing computational power, more sophisticated software, and the persistent tragi- comedy of human nature. Drawing from 50 years in the history of organization foresight and his own 20 years in the field as an analyst, Garland predicts where forecasting is headed.

9:45 am Financial Modeling and Driver Based Planning Link financial forecasting to operational drivers and key performance indicators • Create cause-and-effect relationships linking business drivers to financial and operational outcomes • Apply a methodological approach to testing assumptions and scenario analysis • Leverage financial intelligence to better predict financial outcomes

11:00 am Turning Data Into a Strategic Asset Employ data analysis and metrics across every function in the organization by creating a data-driven culture

9:45 am Aligning Operational and Financial Strategy Through IBP

Using analytics to drive operational efficiencies and creating new value for their organizations • Drive standardization and simplification of core transactional processes • Create enterprise-wide strategic capabilities • Leverage and reduce IT investments and infrastructure costs

12:00 pm Lunch

11:00 am Transforming Finance: Leveraging Analytics and Intelligence

Research and practical experience tell us that there is a gap between financial and commercial operations in many businesses. While S&OP and IBP offer the promise of closing this gap, in many instances, reality does not measure up. This session provides participants with hands on case studies that help the two groups experience what it is like to be in the other’s shoes and provide practical examples of how these learnings can be implemented in S&OP and IBP.

11:00 am Aligning Operational and Financial Strategy Through IBP (continued) Research and practical experience tell us that there is a gap between financial and commercial operations in many businesses. While S&OP and IBP offer the promise of closing this gap, in many instances, reality does not measure up. This session provides participants with hands on case studies that help the two groups experience what it is like to be in the other’s shoes and provide practical examples of how these learnings can be implemented in S&OP and IBP.

WEDNESDAY, JUNE 7, 2017 AGENDA

3:15 pm (Optional Workshop) Competitive Wargaming and Simulations Workshop

www.JPKGroupSummits.com

1:00 pm Benchmarking for Improved Financial Performance

Drive intelligent decision making by presenting data and insights in a simple and impactful manner • Learn how to optimize the 3 C’s of data visualization: clarity, connectivity and concentration • Best practices on segmentation of data, checking legibility and focusing on the subject • How to design ways to keep users engaged

4:30 pm Adjourn

Gain insight into gaps, opportunities and areas in which your organization can focus on and improve • Select and prioritize areas in need of improvement based on the strategy of the organization, competitive    advantage, the impact of potential improvement and likelihood of success • Develop a database of accurate, timely and relevant internal data that lead to analysis of current performance    against best in class results

2:15 pm Data Visualization

1:00 pm Utilizing Predictive Analytics to Identify Business Drivers

Predict trends, understand customers, improve business performance, drive strategic decision-making, and predict behavior • Harness the ability to respond predictively and proactively to customer needs and wants • Enabling information streams to be accessed, analyzed and shared in real time • Drive strategic decision-making with insights from predictive analytics models

Develop situational awareness of competitive position In the real world, most competitive issues are usually focused on tactical and operational problems or responses to emerging competitive threats rather than “grand strategy” initiatives that require external support and guidance to make actionable. This is why the hottest trend in business wargaming today is “skilling up” teams of internal facilitators with the ability to take on tactician support roles for exercises attacking the following seven (7) business problems: Product Extensions and New Feature Design, New Market or Segment Entry with Existing Products and Services, Reacting to New Competitors with Asymmetric Market Power or Resources, Anticipating Disruptive Threats to your Business Model or Industry Structure, New Leadership Changes at Major Incumbent Competitors or your own Company, Mergers, Acquisitions and Alliances to Fortify Talent, IP or Product/Feature Development, Addressing Shifting Customer Needs/Wants Ahead of Competitor Reactions

Priyanka Chopra – Senior Director, FP&A at Lending Club Priyanka Chopra leads the Corporate FP&A team for Lending Club. In this capacity she oversees corporate level forecasting, reporting and analytics. Prior to joining Lending Club, Priyanka spent more than a decade across investment banking, private equity, corporate development and business unit finance. She has formerly held roles at Blackstone, Madison Dearborn Partners, Evercore Partners and Trulia. She holds an undergrad degree from the University of Virginia and an MBA from the Kellogg School of Management.

PAST PRESENTERS

Stephanie Reiter – Vice President, Finance at Lending Club Stephanie Reiter leads the FP&A and Vendor Management teams for Lending Club. In this capacity she oversees planning, forecasting, reporting and financial analytics across the organization. Prior to joining Lending Club, Stephanie spent over 5 years at BlackRock with responsibility of FP&A for the Global iShares (ETF) business. She holds undergrad degrees from the Wharton and Engineering schools at The University of Pennsylvania and an MBA from The University of Chicago Booth School of Business.

Vivian Corneillet – Finance Leader, Strategy & Ops at Citrix Vivian Corneillet is a transformational finance leader with 15+ years progressive experience across cloud/SaaS/software, healthcare, and hardware/manufacturing industries for leading companies including Citrix, Johnson & Johnson, and Intel. At Citrix, a cloud company with market- leading solutions that help IT and service providers build clouds, leveraging virtualization and networking technologies to deliver cloud services worldwide, Vivian received her MBA from the Leavey School of Business at Santa Clara University and BS from the HaaS School of Business at UC Berkeley. 

Darika ORiordan – Director FP&A at Intermedia Darika Oriordan has more than 15 years of progressive financial planning experiences from large fortune 500 companies; Gap Inc, Delta Airlines as well as growth technology companies; Hotwire, Blue Coat Systems, Apigee, and Intermedia. She leads FP&A team in planning, forecasting, external/internal reporting, and dealing with enhancing financial analytics for FP&A function. Darika has a BA in Economics from Chulalongkorn University, Thailand and MBA from Fuqua School of Business, Duke University.

Raymon Hales – Corporate FP&A Controller at Intel Ray Hales is the Corporate Planning and Reporting Controller at Intel Corporation. His responsibilities include Intel-wide budgets and planning, as well as close and reporting. In addition, he is the chair of Intel's internal FP&A Council. Ray joined Intel in 1999 as a Revenue Analyst. Ray received a bachelor's degree in Civil Engineering from Brigham Young University in 1997. He earned an MBA in finance from the Marriott School at BYU in 1999.

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).

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.

Jesper Hybholt Sorensen – Senior Finance Director at Oracle Jesper Hybholt Sorensen is the Senior Finance Director at Oracle leading the global business finance organization for the Managed Cloud Services Business. He oversees strategic planning, forecasting, reporting and financial analytics. He is formerly of Dupont where he led the global finance teams for the Biotech Division responsible for Performance Management including being the financial lead and owner of the Forecast, Budget & Strategy Process, Competitive Intelligence Financial owner and Lead Analyst. 

Chris Wetzel – Finance and Strategy Lead at Shyp Passionate business partner with experience in the financial, high tech, retail, and entertainment space. With an academic and professional background in computer science, finance, operations, and technology management, I offer a unique blend of skillsets that have proven to add value across a varied number of industries and strategic initiatives. Prior to obtaining my MBA I honed my financial abilities as a licensed CPA at Deloitte and the Private Equity group within Bank of America.

PAST PRESENTERS

Jeremy Sinaikin – Director of Corporate FP&A at Zuora Jeremy is a seasoned finance professional with over 10 years of experience. He is currently the Director of Corporate FP&A at Zuora a cloudbased SaaS company that is leading the transition to the subscription economy. His prior roles in include Director of Finance at Trulia leading the New Ventures finance team, as well as various roles at Cisco Systems Inc. Jeremy has a BA in Economics and Environmental Science from Brown University and an MBA from the University of Chicago Booth School of Business.

Pedro Martinez Del Rio – Senior Finance Manager at Oracle Pedro Martinez Del Rio is the Senior Finance Manager at Oracle for the North America License and Cloud Applications Business. He oversees corporate level forecasting, reporting and analytics, driving process excellence and financial performance. Pedro holds a Finance, International Business and Management degree from Florida International University and is a Six- Sigma Black Belt.

Gary Angel – Partner / Principal – Digital Analytics Center of Excellence at Ernst & Young Widely considered one of the leading digital measurement experts in the world, Gary leads EY’s Digital Analytics Practice. EY acquired Gary’s previous company – Semphonic – in March of 2013. As Semphonic’s President and co-Founder, Gary led Semphonic’s growth over a 15 year period from a 2-person practice to the one of the leading digital analytics practices in the United States. Voted the most Influential Industry Contributor by the Digital Analytics Association in 2012, Gary writes an influential blog (http://semphonic.blogs.com/semangel), has published more than twenty whitepapers on advanced digital analytics practice and is a frequent speaker at industry events.

Who Should Attend?

"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."

Budget & Financial Analysts CFOController Corporate Forecasting Manager Corporate Strategy Manager CPADirector of Financial Reporting, Budgeting and Analysis Director of Forecasting and Revenue Analytics Director, Corporate FP&A Director, Financial Reporting Analysis Finance Manager Forecast Manager Forecasting & Planning and Analysis Head of Financial Planning and Analysis Lead Financial Analyst, Strategic Development Manager, Budgeting & Purchasing Operations Finance Manager President Project Manager, Finance Strategy Sales Forecasting & Budgeting Senior Financial Analyst Sr. Finance Manager Sr. Manager, Financial Planning & Analysis Vice President – Financial Analysis and Budget Vice President for Business & Finance Vice President of Finance & Treasury Vice President, Corporate Planning & Allocation VP, Business Finance Operations VP, Finance And others!

Attendee Comments

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. Rate available until May 22, 2017.

Reserve Your Room online. Click here to reserve your room.

Room Rate: $279/night.

Limited amount of discounted rooms available.

HOTEL & VENUE

Courtyard Boston Downtown

275 Tremont Street

Boston, MA 02116

(617) 426-1400

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.

Recommended Field of Study: General Program Level: Basic Delivery Method: Group-Live Prerequisites: NoneAdvanced Prep: None

POSTMODERN PAINTING. Stella

alternately paints in oil and watercolor

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DECEMBER 2016REGISTRATION

Summit Registration Attendee Participation Rates 1 Person - $1,499 total (a $300 discount) 2 People - $2,899 total (a $700 discount) 3 People - $3,999 total  (a $1,400 discount) 4 People -  $4,999 total ($2,197 discount) 5+ People -  Email registration@jpkgroupsummits.com

Pay by Check Checks should be made payable to JPK Group LLC. The mailing address for checks and tax forms is 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 providedwith credit toward current or future JPK Group programs.

                          Online: JPKGroupSummits.com

Fax: 888-651-9685

Phone:  858-386-0013 

Early Discount Rates Expire 4/14/17