June 14-15, 2016 Business Forecasting and...

LEARN. CONNECT.

TRANSFORM.

Reasons to Attend

Our forums allow attendees tolearn and share best practices,walk away with real-concrete,actionable solutions and expandtheir professional skill sets. Theagenda allows you to choosebetween multiple break outsession options so you and yourteam can converse and interactwith other attendees andpresenters. By attending, you andyour group will walk away withinvaluable-actionable examples,insights and connections that willhelp you tackle challenges in yourcurrent role.

Unique Format

This attendee focused forum provides the most comprehensiveforecasting and analytics curriculum on the market today. All of ourforums and summits are vendor/software-neutral allowing attendeesto focus on frameworks, best practices and organizational strategy.

Our two-day Business Forecasting and Analytics Forum iscomprised of four focused tracks with multiple session topics. Eachsession is led by a top practitioner in his/her industry NOT a vendorpitching their products or services. Our forum allows attendees tolearn and share best practices and walk away with real-concrete,actionable solutions and expand their professional skill sets. The highlevel of attendee/speaker collaboration and engagement at theforum truly makes this a unique and favorable offering.

Along with the excellent learning and networking opportunities, yourtuition fee covers a full, hearty breakfast, lunch, snacks andrefreshments for both days. Also, stay after the last session on day 1for our networking reception and relax with drinks while younetwork with your peers in a vendor-free atmosphere.

We understand not everyonelearns at the same pace ordelivery method. Our learningsessions range from 1 hourkeynote sessions, to longerworkshop sessions andinteractive group dialogue anddiscussion sessions that offermore hands-on, interactivelearning. These sessions aredesigned to help each attendeeget the absolute most out of theother attendees and speakers.

What's Included

Along with the excellent learningand networking opportunities,your tuition fee covers a full,hearty breakfast, lunch, snacksand refreshments for both days.Also, stay after the last sessionon day 1 for our networkingreception and relax with drinkswhile you network with yourpeers in a vendor-freeatmosphere.

9:30 am 15 Minute Networking and Refreshment Break

20-year-oldMarianne Teigenrecently publishedher first youngadult novel, andin only a month,it has reached theNew York TimesBestsellers list.

7:45 am Registration and Breakfast8:25 am Welcome and Opening Comments



8:30 am Opening Keynote: Building a High-Performance Forecasting TeamCreate a highly adaptive team while fostering a culture of creativity and innovation• Develop an effective data management system that promotes stewardship and governance• Streamline data to make advanced analytics available to a broader audience throughout the organization• Create a framework that aligns reporting and analytics to organizational objectives

9:45 am The Art and Science of Good ForecastingCombining 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

11:00 am Track A: 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

11:00 am Track B: Developing a Collaborative Integrated Planning ProcessBring strategic planning, finance, supply chain, sales, marketing and product development into a unifiedplanning 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

Advanced lifecycle planning and forecasting strategies to meet long-term product requirements• Create a process to manage and track financial liabilities and mitigate risk through new product launches• Align demand forecasts with product introduction• Evaluate the full product lifecycle to forecast short and long-term fluctuations in demand

11:00 am Track C: New Product Introduction and Forecasting

12:00 Lunch


1:00 pm Track A: 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

1:00 pm Track B: Transforming Finance: Leveraging Analytics and IntelligenceUsing 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

1:00 pm Track C: Experience the fundamentals of dealing with “Big Data” using “Data Science”This workshop will walk participants through an interactive session that covers the following keyfoundational topics:• Introduction to data cleansing and preparation• Learn how to use big data analytical techniques to clean up data• Segmenting demand to increase forecast accuracy• Learn how classify demand to improve IBP efficiency and demand accuracy

2:00 pm 15 Minute Networking and Refreshment Break

2:15 pm Track A: Financial Modeling and Driver Based PlanningLink 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

2:15 pm Track B: Benchmarking for Improved Financial PerformanceGain 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• Identify the causes of the current performance gap and eliminate the root causes for excess cost and effort

This workshop will walk participants through an interactive session that covers the following keyfoundational topics:• Introduction to data cleansing and preparation• Learn how to use big data analytical techniques to clean up data• Segmenting demand to increase forecast accuracy• Learn how classify demand to improve IBP efficiency and demand accuracy

2:15 pm Track C: Experience the fundamentals of dealing with “Big Data” using “Data Science”




3:30 pm Workshop A: Continuous Planning and Rolling ForecastsUtilize 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

Achieving the objectives of an effective S&OP process takes aligning many elements correctly. Sometimesthe best way to understand how things need to fit together is to experience it. In this workshop you’llreview the roles, time horizons, and review processes of a monthly S&OP cycle and then step through asimulated “year in the life of S&OP” to experience what effective S&OP feels like. Join this workshop andtake away the experience of effective S&OP along with key concepts that make it work.

3:30 pm Workshop B: A Year in the Life of S&OP

5:00 pm Networking Reception



7:45 am Registration and Breakfast8:25 am Welcome and Opening Comments



8:30 am Opening Keynote: Collaborative Forecasting and InsightsEstablish 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

9:45 am Uniting Strategy, Sales and Market Intelligence in PlanningLinking long-range market opportunity projections with short-term sales targets

11:00 am Track B: Using Scenario Planning as a Strategic ToolEnhancing your organization’s competitive position and the ability to adapt to an ever-changing globalenvironment• Helping foster a continual assessment of strategic actions to be taken• Utilizing scenario planning from capital planning to strategic investments to projecting talent needs• Using econometric analysis to enhance the competitive advantage of a business

11:00 am Track A: Leverage Cloud Based Systems in FP&ALeverage the cloud not only from a technical perspective, but to gain competitive advantage• Discover how cloud computing enables rapid FP&A technology deployment• Assessing and minimizing concerns over security and total cost of ownership• Utilizing cloud technology can lead to greater flexibility and agility within the FP&A function

11:00 am Track C: Applying Data & Analytic Insights to Customer and Market StrategyDriving decision making and strategy through data insights• Implementing a collaborative data driven focus across business units• Harnessing data and analytics for both internal and external marketing stakeholders• Transitioning from data, to insights to decision making

12:00 pm Lunch



1:00 pm Track A: FP&A: Creating Value Through InsightLeverage financial planning and analysis to provide true business impact• Leading insight generation and align business to the data and understand what impact it has on the organization• Becoming the strongest influencer by supporting executives with data and then guiding the organization through times of uncertainty• Effectively translating the organization’s strategy into action, ultimately driving business success and shareholder value

1:00 pm Track B: The Practical Way to Use Your Supply Chain to Drive Share Holder Value

Combining processes, standards, people and tools to ultimately enhance forecasting accuracy

While there is plenty of documented research highlighting correlation between companies that achievesupply chain excellence and share holder value, Gartner says that less than 15% of companies even have asupply chain strategy.• 3rd party resources can provide the expertise, technology and business intelligence to gain efficiencies and visibility• Logistics is the largest part of the supply chain, yet typically grossly overlooked• Emulating the Big Boxes, even for non-retailers, pays big dividends

2:15 pm Keynote: Creating an Integrated Data Framework that drives a Forecast Decision Support System

1:00 pm Track C: Combining Lean and Agility to Manage Demand UncertaintyIn an increasingly consumer driven market, forecasting effectiveness diminishes rapidly outside of asmall window. Procurement and Inventory Control are faced with ever increasing pressures to meetdemand, while simultaneously minimizing inventory. Lean pull systems effectively manage inventorylevels but often do so at the expense of Agility to meet unexpected demand. This session will exploremethods to implement lean processes while still being agile enough to react to changes in demand

Tom Hartley – Market Economics and Intelligence Strategist – Former AVP at McKessonTom Hartley has over 20 years’ experience developing market strategies in high growth andemerging industries. Most recently at McKesson Health Solutions, Tom led the MarketEconomics and Intelligence Team. This team led market analysis projects and “Voice of theCustomer” programs that informed long range strategic planning and new product business casesTom holds a Bachelor of Science degree in Business Management from San Diego StateUniversity and a MBA in Marketing, Finance and Information Science from Indiana University.

Craig Pouliot – Senior Director, FP&A at AcronisA finance and accounting professional with experience in Services, Manufacturing, Software, E-commerce, and healthcare. A proven track record of working in demanding technologycompanies.

Richie Smith – Manager, Analytics & Strategy, Corporate Partnerships & BusinessDevelopment at Boston Celtics

Kai Trepte – Chief Data Scientist and CTO at Open Black Box (OBB) SolutionsKai has deep experience developing and applying analytics and data science for demand, supplychain, finance and integrated business planning across the value chain. Co-founder of John GaltSolutions and developer of “Forecast X”. Kai is also a noted expert in delivering effective andefficient education and training of advanced analytics to business professionals. Industryexperience includes chemicals, material science, bio-science, consumer products and agribusiness,federal agencies and public sector organizations, planning & analytics software development.

Peter Murray – Managing Director – Solutions and Business Development at Open Black Box(OBB) SolutionsPeter has over 20+ years of experience in leadership roles in complex global organizations. Hasled major programs for IBP and demand transformation at DuPont and Dow Chemical. Industryexperience includes chemicals, material science, bio-science, agribusiness, pharmaceuticals,consumer products, fashion, industrial products, electronics and automotive. Peter is also a globalspeaker and author of numerous articles on IBP, Demand and Supply Chain.

Ken Goldman – Senior Vice President & Chief Financial Officer at EverbridgeKen Goldman brings 35 years of experience building finance and technology organizations to hisrole as Senior Vice President and Chief Financial Officer at Everbridge. A former recipient ofBoston Business Journal’s “CFO of the Year” award, Ken’s financial and operational leadershipexperience supports Everbridge’s accelerated growth.He is a graduate of the Syracuse UniversityMartin J. Whitman School of Management.

Phil Conlon – Director, Demand Planning at Keurig Green Mountain, Inc.Supply chain and operations management professional leading supply and demand planning,fulfillment planning and supply chain system teams to deliver a high level of customer service andoptimal inventory plans that improve cash flow. Driving improvements in supply chain IT systemimplemetation, configuration and adoption. Experience includes project management of largescale network optimization, portfolio optimization, and inventory management initiativesresulting in bottom line and cash flow improvements.

Fabio Malagisi – Vice President of Finance at Red ThreadI am a finance professional with a proven track record of being adaptable and impactful. I take ontough assignments and overcome obstacles. I am business focused vs numbers focused. Being astrategic partner is what motivates me. I am best at implementing process improvements, buildingteams, driving strategy and improving profitability for manufacturing businesses. I have a deepfoundation in manufacturing finance and vast experience across various industries.

William Sorenson – Chief Financial Officer at AcquiaChief Financial Officer with diverse experience across companies from startups to several billiondollars. Extensive private and public capital market expertise, including multiple IPOs. Skillfullymanages the relationship between Boards of Directors, Venture Capitalists, Private Equity, publiccompanies with large multinational investor bases and key business partners. Finance leader forglobal expansion, strategic partnering, and improved operations performance.

Ray Hale – VP of Finance at Nasuni CorporationWith over twenty years of experience across multiple industries, Ray’s career has often diverged from traditional finance and accounting roles to positions in analytics, operations and businessinsights. His passion lies in moving beyond traditional financial metrics to empower analyticswithin an organization and better position a company for success. Ray is currently VP of Financeat Nasuni Corp. Ray holds a Bachelor of Science degree in Finance from Seton Hall University anda MBA from Providence College.

Richard Goyette – Principal Consultant at RIWGO Supply Chain ServicesA strong proponent of integrating Lean Manufacturing principles with collaborative supplierrelationships, Rick has over 25 years experience in Supply Chain and Operations with leadingcompanies, such as Intel, Illinois Tool Works and Therm Fisher Scientific. In February 2016 hefounded Riwgo Supply Chain Services to help other small and mid-size companies identify areasfor improvement and drive process improvements in Supply Chain and Inventory Management tohelp drive improvements to their bottom line.

Josias Pontes – Head of Financial Planning and Analysis at Zafgen, Inc.Josias Pontes has more than 35 years of experience in the Financial and Accounting area, with astrong international background. He has worked for organizations of different sizes in variousindustries ranging from retail, batteries, musical instruments, air conditioning and refrigeration toauditing and consulting - big 5, PCM software development, automotive parts/diesel engines, andpharma-biotech. He holds a Bachelor of Science degree in Accounting from Centro UniversitarioFECAP and an MBA from Ohio University.

Juan Porter – President and Founder at TopDown ConsultingJuan Porter has over 25 years combined client, vendor, and consultant experience with OracleHyperion. He is a member of the Oracle Hyperion Partner Advisory Council, he is activelyinvolved in various Hyperion user groups, he has served as the chair of Hyperion’s NationalSteering Committee, and he has led many Hyperion enhancement committees. Juan is thepresident and founder of a leading nationwide consulting firm, which serves over 400 of theGlobal 2000’s largest and best performing companies.

Tony Reese – Co-Founder at Integrated Business Planning AssociatesTony is the co-founder of Integrated Business Planning Associates and is a visionary leader withpassion for bringing exciting products to market. His early interest in cars led to his first job as anauto mechanic and then into an impressive career in the automotive / motorcycle industry. Alongthe way, Tony earned two advanced degrees from MIT.

Patrick Chilcott – Director of Finance at EMCPatrick is a results focused, process driven executive manager whose capability spans over 25years. He specializes in end to end corporate finance, with expertise in balance sheet and P&Lmanagement, budgeting and financial analysis, organizational transformation, and deep businessstrategy capabilities. Patrick also has expertise in risk and compliance. He has worked crossindustry and in strategy consulting. Patrick has deep international experience. He has managedteams in the Untied States, EMEA and APJ.

Ed Goldfinger – Chief Financial Officer at Veracode, Inc.Ed Goldfinger is a seasoned financial executive, with over 25 years of financial leadershipexperience. Goldfinger is currently the CFO for Veracode, a fast growing, venture-backedorganization in the Boston area that provides automated web and mobile application security,delivered as a cloud-based subscription service. In this role, Goldfinger is in charge of leading andmanaging Veracode’s financial direction as well as providing strategic, operational and analyticalinsight to the business and overseeing legal, sales operations, services and investor relations.

Arik Johnson – Founder and Chairman at Aurora WDCArik 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 leadarchitect at Aurora’s R&D lab, think tank network and intelligence policy institute, the Center forOrganizational Reconnaissance (COR). Arik is a Fellow of the Strategic and CompetitiveIntelligence 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 servedas a chapter coordinator, as well as, trustee and development committee chair of the CIFoundation.

"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."

Accounting

Business Analysis & Planning

Business Development

Business Intelligence

Business Solutions

CEO

CFO

Competitive Intelligence

Controller

COO

Corporate Forecasting Manager

Corporate Strategy Manager

CPA

Demand Planning & Analytics

Executive Director

Finance & Treasury

Forecast Analyst

Forecasting

FP&A

Market Analysis

Marketing Intelligence

Marketing

New Product Business Analytics

Predictive Modeling

Project Management

S&OP Demand/Planning

Sales Operations & Business Intelligence

Strategic Initiatives

Strategic Marketing

Strategy & Operations

Supply Chain

Treasurer

VP, Marketing

VP, Sales

And others!

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.

You may reserve your room by phone:

1‐866‐324‐6914 (mention the JPK Group name to receive

the discount).

Reserve Your Room online at

https://aws.passkey.com/g/55265755

$299/night

Limited amount of discounted rooms available. Room block

ends May 27th, 2016.

Hyatt Regency Boston

1 Avenue de LafayetteBoston, MA 02111617-912-1234

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. Stateboards 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 Sponsorsthrough its website: www.learningmarket.org.

Recommended Field of Study: General

Program Level: Basic

Delivery Method: Group‐Live

Prerequisites: None

Advanced Prep: None

POSTMODERNPAINTING. Stella

alternately paints inoil and watercolor

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DECEMBER 2016

Summit Registration Attendee Participation Rates1 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 [email protected]

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 provided

with credit toward current or future JPK

Group programs.within four weeks of the

programs start date will be provided with

credit toward current or future JPK Group

programs.

Online:JPKGroupSummits.com

Fax: 888-651-9685

Phone: 858-386-0013

June 14-15, 2016 Business Forecasting and...

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