Financial Forecasting & Planning Innovation

Bridging Financial Control, Strategy, Technology and Performance

February 19 & 20, 2014San Diego Marriott Marquis & Marina

San Diego, CA

Speaker Information

• VP, FP&A, American Tower• CFO,HCA Physician Services• CFO, Dunham’s Sports• CFO, Project Concern International• VP, Treasury, Superior Energy Services• CFO, Persado• Director, Global Accounts, UPS• CFO, Aditya Birla Group• SVP, Operations, Jones Lang LaSalle• CFO, Autolite• Director, Finance, Fannie Mae• Director, Finance, Microsoft• Director, Finance, Jenson• CEO, Prevedere Software• VP, Finance, Simple

Confirmed Speakers Include

• CFO, GE Healthcare• CEO, Axiom EPM• CFO, Rural Community Hospitals of America• CFO, F. Gaviña & Sons• CFO, Aditya Birla AV• Associate Director, Financial Services, Rise Interactive• VP, Finance, eMolecules• CFO, FreeFlight Systems• Senior Director, FP&A, Experian• Global Finance Director, ThermoFisher Scientific• VP, US Finance, Starbucks• Solutions Consultant, Excel4Apps• Director, Strategy, UBS• CFO, Autonet Mobile• Director, FP&A, Baker Hughes

Past Delegates include• VP, Finance - NBC Universal

• Director, Finance - Nestle

• Director, Global Finance - Johnson & Johnson

• Vice President - Bank of America

• VP, Finance - Red Bull

• VP, Finance - Intel

Who Will You Meet?There is no question that IE. provides the gold standard events in the industry and will connect you with decision makers within the analytics industry. You will be meeting senior level executives from major corporations and innovative small to medium size companies.

Job Title Of Attendees

President/Principal

SVP/VP

C-Level

Snr. Director/Director

Global Head/ Head

Snr. Manager/Manager

Academic (1%)

78%

1000+ Employees300-999 Employees50-299 EmployeesLess than 49 Employees

Company Size Of Attendees

8%

11%

25%56% 81%Attendees are

companies with at least 300

employees

3%

21%

12%

42%

13%

8%

Attendees are at Director level or above

F TI L

About The Summit

The Financial Forecasting & Planning Innovation Summit brings together FP&A leaders for a thought leading summit that builds on four years of industry expertise and experience.

Finance Execs in 2014 who are   looking to develop   a systematic approach to link strategic plans, budgets, and forecasts can't afford to miss this summit. Learn how to utilize forward looking metrics such as consumer demand, commodity prices and foreign exchange fluctuations to allocate resources effectively across your organization and project growth.

For today’s finance teams, it is key to move beyond a conventional accounting role and to become an effective business partner.

Speakers at this summit will demonstrate how they have used their corporate knowledge to manage risk, inform pricing and contribute to corporate strategy.

By attending this summit, you will return to the office ready to implement the most cutting edge FP&A strategies whilst driving the leadership potential of your finance team.

Speaker Information

David Elrod has over 20 years of experience across a broad range of finance roles at large companies.    David is currently Finance Director for Manufacturing & Supply Chain Operations at Microsoft.   During his tenure at Microsoft, he has held a variety of positions including a three-year stint in China as the Regional Finance Manager for R&D.  Prior to Microsoft, he was employed by FedEx and Georgia-Pacific in roles ranging from Accounting to Audit and FP&A.  David is a CPA and a CMA.  He received a BBA from Oglethorpe University (Atlanta) and a MBA from Indiana University. 

The Trusted Leader Imperative

Finance professionals have evolved in the business world from being transaction-oriented to becoming key advisors to their business partners.   In today’s competitive and rapidly changing environment, we need to be more than mere advisors.   We need to be trusted leaders.   Finance trusted leaders use their inherent understanding of the business to drive action across the organization and help it succeed in new and existing markets.   This session explains what a trusted leader is, why it’s important, and how to transform your finance team into trusted leaders.

David ElrodDirector, Finance & OperationsMicrosoft

Jacky Wu is Vice President of Financial Planning and Analysis for the US Division of American Tower Corporation. In this capacity, Jacky is responsible for all financial planning, forecasting, budgeting, reporting, valuations, and pricing for the US division. He also has oversight of the division’s Mergers and Acquisitions analysis, long term financial strategy, and capital investment program. Prior t o t h i s ro l e , J a c k y s p e nt 9 y e a r s a t V e r i zo n Communications where he was Director and Chief Financial Officer of Verizon Digital Services. In that role, he was also responsible for Verizon’s Business Case and New Product investment strategy – reviewing opportunities in FiOS, Cloud Computing, and Connected solutions.

Financial Planning for Success in a Global Environment

This presentation will focus on financial planning for success in a global environment. It will discuss how American Tower has increased its returns to shareholder whilst maintaining sustainable and high margin cash flows. These achievements will be discussed against the backdrop of wider developments to the telecoms industry, and the key drivers of industry growth in America. The success of American Tower is underpinned by a financial planning philosophy that focuses on accountability, analysis and execution, culminating in a holistic approach to financial planning.

Jacky WuVice President, FP&AAmerican Tower

Mr. Goyal has been associated with the Aditya Birla Group for over two decades holding Senior Positions of responsibility in the Group’s Flagship Companies. He took over as the CFO of Birla Carbon in 2009 and has been instrumental in establishing the Key functions of Corporate Finance, Risk and Strategy for the business. He has received several accolades including “The CNBC Best CFO Award” in 2011 and is regularly invited to speak at various leadership forums.   Mr. Goyal is a Rank-Holder Chartered Accountant from the Institute of Chartered Accountants, India

Performance Benchmarking for Organizational Success

Organizat ions today are tasked with a l igning performance measures with Business Strategy, Structures and Corporate Culture. Benchmarking is a powerful method for breakthrough thinking, innovation, and improvement and for delivering improved bottom-line. Choosing the correct measures to benchmark your organization is difficult. Should you benchmark against your competitors, the best in your sector, or internal processes and financial metrics. You can also benchmark against less tangible forces such as the quality of service & innovation. This presentation aims to provide a broad framework for implementing Benchmarking whilst providing techniques to mitigate the challenges it may pose in order to drive organizational success.

Surendra GoyalCFO, Black CarbonAditya Birla Group

Al Blazek’s financial commentary has been featured in the Wall Street Journal, CFO Magazine and on National Public Radio.  He is the CFO of Dunham's Sports, a sporting goods retailer with more than 200 stores in 17 states.   Al’s prior experience includes stints at P&G, Walmart, Capital One and Whirlpool.  He has served on the Board of several for- and non-profit organizations, most recently at Spyra, an Apple and Android gaming app company.  Al received his MBA from The Ohio State University and a BS from the University of Mount Union.  He lives in Lake Orion, Michigan with his wife Susan and six extremely energetic boys.

Al BlazekCFODunham’s Sports

Asset-Based Lending: Making the Most of Tangible Collateral

Asset-Based Lending:   Making the Most of Tangible Collateral” will provide an overview of two opportunities to leverage assets:   asset-based loans (ABL) and fixed asset (equipment) finance. The presentation will focus on prospects for executives in middle-market companies with significant tangible assets (whether current or fixed) and a strong need for operational or growth financing. 

Michael Everson graduated from Marquette University with a double major in Finance and Information Technology. He started his career at Newell-Rubbermaid before spending nine years at GE Healthcare, where he quickly advanced his career to the CFO level at the age of 31. Michael is a self-driven “big-picture” leader who is not afraid to dive into the details. He is curious to and eager to digest as much information as possible to be able to suceed in today’s ever changing business environment. Throughout his career, Michael has a proven track record of business strategy and business structure optimization, , acquisition integration, restructuring and M&A. He is proficient in a wide variety of skills, which he has gained from experience of being put into difficult and demanding situations.

Taking Finance Leaders Outside of The “Debits and Credits”

In today’s ever-changing business environment, a strong business cannot afford to have a CFO or Finance leader focused on just financials. It has become increasingly important that the lead finance professional be involved in all aspects of the business from roadmap strategy, manufacturing, supply chain, business development and commercial operations. It is essential to have a CFO that can speak at the same level with their CEO to ensure the direction of the company is grounded in reality, mitigated from a risk perspective and healthy enough to make the strategy a reality. I am looking forward to an open discussion around what challenges there are in ensuring that “bean-counters” become business experts and not just a back-office function.

Michael EversonCFO, Diagnostic CardiologyGE Healthcare

Thomas Paradise is the Global Finance Director for the Global Chemicals business unit of Thermo Fisher Scientific.  Global Chemicals has operations in five countries and supplies high quality chemicals world-wide including the Fisher Chemical and Acros Organics brands.  In prior roles, Tom led the Global Strategic Pricing team for the Research Market Division of Thermo Fisher Scientific and spent seven years with IBM in multiple corporate finance roles.  He is an active alumnus of the University of Pittsburgh’s Katz Graduate School of Business.    In addition to an MBA, Tom holds a BA in economics and a BS in chemistry. 

The Finance Team - Aiding Thermo Fishers Pr ic ing Strategy through Commerc ia l Partnering

The primary goal of a business is to increase revenue and profits. While cost controls are typically the domain of the Finance team, partnering with the commercial team can maximise a company’s performance. Many businesses, including Global Chemicals, operate in mature markets and face intense competition for new customers and increased sales. Utilising limited data and some simple analytics, finance teams can partner with their commercial counterparts to develop sound pricing strategies and effective customer account reviews that will drive substantial revenue growth. We will also discuss implementation of such processes and associated change m a n a g e m e n t w i t h o u r commercial business partners.

Thomas ParadiseGlobal Director, FinanceThermo Fisher Scientific

Jeff DurbinCFOF. Gaviña & Sons

Currently CFO of F. Gaviña & Sons, Jeff has spent the past 25 years in a variety of finance and accounting positions from financial analyst with Eastman Kodak in 1987 through management positions with First Interstate Bank, McLeod USA and DIRECTV. He has extensive experience in virtually all areas of finance and accounting.   Additionally, he has worked with such consulting firms as McKinsey & Associates and J. Alix Partners as well as private equity firms including Forstmann-Little, Sun Capital and JH Partners.   He earned his M.B.A. in finance from the Simon Business School at the University of Rochester in 1988 and his B.S.B.A. degree from Creighton University in 1985.  

Budgeting in a Commodity Driven Organization

For any firm that relies on commodities with rapidly changing prices, there are unique challenges in preparing annual budgets and multi-year plans.   This presentation looks at the experiences of a Los Angeles based coffee roaster that started in Cuba in 1870, and moved to the United States 1967.   Coffee has been a particularly dynamic commodity in the past few years but the lessons apply to any firm in many industries that face ever-changing costs.   The key is to identify and utilize tools and techniques that can be used to face challenges of changing prices.

Dr. Darren K. Allen earned Doctorate in Business from Georgia State University, MBA from Appalachian State University, and BA from the UNC-Chapel Hill.   Darren worked his way up the career ladder in finance and accounting roles at companies such as Newell Rubbermaid, General Mills, and Genuine Parts Company.   Currently, Darren is the CFO at Autol ite, a mult inational manufacturer and leading supplier to OE manufacturers as well as the automotive aftermarket. Overall, Darren has made his career playing an integral role in turning around manufacturing organizations.

Big Data’s Potential to Drive Organizational Strategy

What is big data, and where can it be found? How and why do analytics derived from big data trump intuition? How can intuition be used with big data to derive usable analytics? Once found, how can I use it to differentiate the Finance area? How can Finance be the company leader in using big data to drive the business? How can I then use it to direct company strategy? What are the pitfalls? Dr. Darren K. Allen addresses these and other questions, removes the mystery behind big data, and explains how it can set you apart from your peers.

Darren AllenCFOAutolite

David Blades is the Director of Finance at Jenson USA where he holds the chief responsibility for all finance, accounting, forecasting, and cash management.   His unique background combines a leadership role in finance and accounting at a top 500 internet retailer with corporate sales at a fortune 100 company.   He has previously held series 6 & 63 financial licenses and and has an MBA in finance from La Sierra University in Southern California.   He is currently working toward the CMA certification.

David BladesDirector, FinanceJenson

The FP&A Function in a Small Business Environment

David Blades, head of finance and accounting at Jenson USA, discusses in this presentation the difficulty associated with achieving an FP&A function in a small business environment.   In smaller organizations, the necessity to wear multiple hats can make it difficult just to meet basic day to day business needs.  Critical tasks such as accounting, tax, compliance, HR, month end reporting, and other day to day functions can occupy the entire finance department’s resources if not managed appropriately.   With proper execution, however, it is possible to free up time for the FP&A function no matter the size of the organization.  This presentation will identify steps that can be taken to reduce noise, increase efficiency, and allow the finance f u n c t i o n t o p rov i d e m e a n i n g f u l partnership as a result.

Ms. Oliver is a Senior Vice President and National Director, Occupancy Planning at Jones Lang LaSalle. She is an occupancy strategist and leader in transformation with responsibilities for business development and operations. She is an expert in space data management, strategic planning processes and real estate operations including space management technology. Ms. Oliver is also the co-leader of the JLL Women’s Network: New England Chapter encouraging diversity and career advancement for high value talent at Jones Lang LaSalle. Ms. Oliver holds a MS degree in Management: Leadership and Organizational Change and BS in Education.

Occupancy Planning and Cost Reduction

Real estate portfolios contain waste in the form of vacancy.   Occupancy planning roots out waste and delivers cost savings that CEO’s and CFO’s can use to bolster other important enterprise wide initiatives. Occupancy planning provides the connectivity between the business strategy and the real estate portfolio.   An occupancy strategy informs stakeholders on how to make better real estate decisions through the application of space data management, demand planning and scenario development.   This presentation will help financial and operational professionals understand how to find hidden financial opportunities that support savings and business efficiencies through portfolio optimization. 

Jennifer OliverSVP, OperationsJones Lang LaSalle

Steve BeckleyVP, TreasurySuperior Energy Services

Steve Beckley is Vice President Treasury of Superior Energy Services, Inc. where he has been responsible for global treasury and corporate finance since 2007.   Mr. Beckley has led the financing efforts to support the growth of Superior Energy Services from $1.6 billion to $4.6 billion in annual revenues since joining the company. Prior to joining Superior, he worked for both Key Energy Services and Halliburton in a variety of financial roles. Mr. Beckley has a bachelor’s degree in Business Administration from the University of Southern California and an MBA from the University of Houston.

Financing During a Period of Sustained Growth

This session will be a case study of how finance and treasury has supported the growth of Superior Energy Services from a private company in the early 1990s with approximately $20 million in revenues to a NYSE listed company ranked as the fifth largest diversified oilfield service company in the US with annual revenues over $4.6 billion. The presentation will cover how the capital structure of the company has evolved during this sustained period of growth and in many ways transformed the company itself.

Ken Carlson has worked at UPS the last 11 years and is currently a Director of Global Accounts. Ken has an extensive background in supply chain optimization, sales & operations planning – consulting with Fortune 100 companies in the Automotive and Healthcare sectors.   Prior to UPS, Ken focused on distribution design and dynamic transportation management for Menasha Corporation and the Hub Group. Ken holds Industrial Management and Environmental Science degrees from Purdue as well as APCIS certifications. Ken lives in Milwaukee, WI and is married with 5 children.   While he is not driving the family van to kids activities, he is driving his Harley to rallies around the US.

Ken CarlsonDirector, Global AccountsUPS

Krishna Khaitan is currently CFO for AV Group. As an integral part of Aditya Birla Group, AV Group operates dissolving pulp mills in Canada. Prior to joining AV Group in 2006, Krishna worked in India and South East Asia assuming different roles in finance and business management. Krishna is an innovative and persistent problem solver recognized for partnering with all levels of management to communicate vision, identify key drivers and constrains, implement management plan and to achieve results.  He is a Chartered Account with 20 years of global experience and he received his MBA from U21 Global University.

The Role of the CFO in Executing the Budget

Executing the budget is much bigger and complex task than finalizing the budget. The CFO plays an important role in executing the budget. In partnership with CEO, CFO ensures management plan and budget is wel l communicated and team members have tools and resources to execute the same. In today’s dynamic world, plan to execute and deliver the budget needs to continuously reviewed and adjusted as per changing situation. It is increasingly important that key drivers and constraints in executing the budget are continuously identified, monitored and acted upon. Management team is regularly updated with progress made and deviation required. Tracking leading indicators, risk management and finance literacy for non-finance people are keys to successful execution.

Krishna KaitanCFOAditya Birla AV

Inventory Financing, Managing Top Line Sales and Bottom Line Revenues

Today’s global economy means goods made today can be sold, shipped, packaged and resold internationally tomorrow. That’s why having a financial services provider who understands the complexity of moving goods, crossing borders, and trading internationally is critical. With an understanding of a company’s goals, operational strategies and supply chain structure, UPS Capital and UPS design and implement optimal financial solutions to help companies manage their supply chain and expand confidently into new markets by linking the movement of goods and receipt of funds with minimization of risk.   This presentation will focus on several core solutions and case studies.

Douglas G. Paulin CPA graduated from Babson College with a degree in finance with a minor in information technology. He co-founded a software consulting company at age 25 and after growing it for four years by building business with the likes of NASA, Boeing, Nike and Lockheed Martin sold his share in it. He returned to finance a more complete professional joining the boutique investment banking and consulting firm Cove Partners. While there he helped restructure several businesses and was a finalist in 2011 for CFO of the Year, Small Private Industry as recognized by the San Diego Business Journal. He then led the Finance function for the private equity backed payment processing company, PayLease, where he helped them scale to processing over $2 Billion of funds a year.

How The Modern CFO Drives FP&A Through The Organization

Taking the reins as a finance leader today has unique challenges regardless if the company is private or public. Whether your investors are individuals, institutional, Private Equity, or Venture Capital firms, accepting this responsibility is daunting. This is especially true in today’s world where the liability for finance leaders has never been greater. I will walk you through part of my “playbook” that   I've   accumulated as the senior financial officer of a half  dozen companies which I guided successfully through startup, restructuring and fast growth periods and explain how  I've  leveraged and driven the adoption of FP&A both at the board and organizational level..

Doug PaulinCFO Autonet Mobile

Stacey Woodroof is CFO of HCA Physician Services and she oversees financial operations of hospital based practices, owned companies and joint venture arrangements with hospital specialities. Prior to the HCA, she was Director of Physician Operation at Community Health Systems, Division 1. Here, she provided financial, operational and strategic oversight to employed physicians in the southeast division. Stacey has also held managerial roles at Healthways and Pershing Yoakley & Associates and received an MBA from Belmont University in Business and Finance.

Stacey WoodroofCFOHCA Physician Services

Ryan Hildebrand is VP of Finance for Simple, an online banking solution that combines modern technology with the best customer service. Based in Portland, Oregon, Ryan oversees FP&A, Accounting, Human Resources, and operations for this fast growing startup. Prior to his current role, he spent a couple years consulting for startups around the world. Previously, he ran finance for Demandforce (acquired by Intuit) and Strands ($55M raised) in the Bay Area, ran accounting at Umpqua Bank a n d b e g a n h i s c a r e e r by g et t i n g h i s C PA a t PricewaterhouseCoopers in Portland.

Ryan HildebrandVP, FinanceSimple

FP&A in Internet Banking

At Simple, we’ve rebuilt banking from the ground up, which also means we had the opportunity to build FP&A from scratch. The outcome of this is that the data we’ve collected is better then any other banking institution. Learn how Simple uses millions of pieces of information to understand their customers, improve the product, increase efficiencies, and drive customer and revenue growth.

Surviving the Storm of Change through Effective Financial Communication.

Even the best healthcare forecasters could not predict the storm that would be generated post the implementation of health reform legislation.   The legislation will not only change the way the healthcare providers approach their roles, but it will also change the way that both businesses and individuals access the healthcare system. In this era of change, the success of the CFO in a health care organization will depend upon their ability to communicate the pathway to solid financial results to an audience of physicians and operating managers. This presentation will discuss how simplified objectives, displayed in a visual format and communicated strategic goals can help an organization rise above the challenges ahead.

Michael Kinney is Director of Financial Planning and Analysis with Baker Hughes for the Gulf of Mexico Geomarket. He has thirteen years with Baker Hughes managing five of the eight regional divisions in the US and internationally before a Geomarket restructure in 2013. He prides himself for strategic thinking, driving efficiencies, adapting to change, and promoting diversity & inclusion. Prior to Baker Hughes, he led finance, for a combined 10 years, in the aviation and privatized correctional industries. He is a CPA and majored in Accounting from University of Houston.

Mike KinneyDirector, FP&ABaker Hughes

FP&A Talent Development at Baker Hughes

This presentation will explore Baker Hughes’s strategy for developing talent within the FP&A function. Performance review cycles that offer mentoring, clear expectations, measurement and recognition are essential, and need to be structured around a system of continuous feedback. Baker Hughes structures this around the quarterly financial cycled and there is a focus on developing soft skills such as organization and adaptability as well as hard, tangible skills such as capital planning and accounting. Development is also rotational, and FP&A professionals are required to change roles every two years, either within the FP&A function or through transfers to other finance divisions.

Panel Session: Reducing the Time Required for Budgeting

Debbie Jacobs, Carl Peterson (Rise Interactive), Nathan Weber (eMolecules) & Surendra Goyal (Aditya Birla Group) will be hosting an interactive panel. The panel will explore initiatives that reduce the time required for financial budgeting.

Panel topics include:

• The importance of communication• Flexibility versus Zero Tolerance• Minimizing Spin in the Organization• Top Down Versus Bottom Up Information Management• Frequency of Budgeting • Budget Management & AP Training

Debbie joined Experian in May 2013 as Senior Director FP&A for North America Operations.   Prior to Experian, Debbie was honored to serve as Director for J&J’s Finance Women’s Leadership Initiative.   She earned her Six Sigma green belt streamlining worldwide financial reporting and is a CMA.  Debbie holds a B.S. from Indiana University and an MBA from Northwestern.   Debbiee has also built strong relationships to drive change at HP and Honeywell. She is passionate about growing the next generation of finance talent and continuing education and over her career Debbie Jacobs has taken to heart lessons learned through teamwork.

Debbie JacobsSenior Director, FP&AExperian

Carl PetersonAssociate Director, Financial ServicesRise Interactive

Carl Petersen is an accomplished leader with more than 12 years of experience in financial forecasting, accounting, and investment strategy and reporting. He spent several years consulting startups and small businesses and for the last four years he’s led the finance and accounting team at Rise Interactive, a growing digital marketing agency in Chicago. Carl’s strategic direction has been integral to Rise’s tremendous growth from a late-stage startup to a multi-million dollar business. Under Carl’s leadership, Rise is developing an internal analytics platform that will provide real-time data to facilitate accurate, cross-channel c o m m u n i c a t i o n a n d c r e a t e accountability for achieving company goals.

Mr. Weber is the Vice President of Finance and senior financial professional at eMolecules.   As a seasoned financial executive and CPA, he brings over two decades of professional experience from both the corporate finance and public accounting perspectives.   Mr. Weber has held financial leadership roles at the highest levels for public and private entities ranging from $15M to $500M in annual revenues.   He began his career as an auditor at Deloitte, and continued in public accounting as a valuation analyst for an international consulting firm.   In addition to his private sector role, Mr. Weber is also the Board Finance Chair for a local NFP organization serving the needs of disabled persons.

Nathan WeberVP, FinanceeMolecules

With over 25 years of financial and performance management experience, largely within the context of enterprise software, Peri expertly leads the product and go-to-market strategy for Axiom EPM. Valued for his thought leadership, he has been published in various industry publ ications, including the Journal of Performance Management.   As former vice president of Business Analytics at SAP, Peri helped launch numerous analytic applications for industries, including banking, healthcare and retail. Prior to SAP, he was responsible for Business Objects’ EPM Center of Excellence. He also served on executive management teams at SRC Software and Sendero Corporation.

RoundtableProven Techniques for Optimizing your Financial Planning and Analysis Process

In this workshop, you will learn best practices for optimizing the planning process including how to adopt a driver-based model, efficiently manage rolling forecasts, embrace “what if” scenario modeling and provide more meaningful reporting and analysis to impact decision making. You will gain insights from comprehensive industry research recently conducted with hundreds of financial professionals around the world in order to understand key industry trends and best practices that are working for leading edge organizations today. In addition to the research, Axiom subject matter experts will share numerous pract ical steps for improving performance management processes in your organization.  You will come away with real-world methodologies to help you improve and shorten your budgeting process and will also enable better decision making and organizational alignment that will help you to optimize performance.

Peri PerioneCEOAxiom

Workshops

BJ Lee is a Solutions Specialist with Excel4apps, a provider of best-in-class Excel-based financial reporting for Oracle and SAP users worldwide. With a passion for finance and accounting, BJ has worked with global retail and consumer goods companies streamlining their financial systems and processes.   At Excel4apps, BJ provides support and training for finance users of Oracle EBS. BJ is a Certified Public Account and earned a Master’s degree in Accountancy from San Diego State University.  Contact BJ at bj.lee@excel4apps.com.

BJ LeeSolutions ConsultantExcel4Apps

Accelerate Oracle or SAP Planning, Budgeting, Forecasting and Reporting Processes with Excel

Attention Oracle E-Business Suite or SAP Users: Are your financial processes taking too long?   Do you have to rework many errors which slow you down?   Are you getting the results you need in the shortest possible time?Learn how to complete your entire planning, budgeting, and forecasting processes without ever leaving Excel.  Discover an easy to use and affordable solution that leverages your existing ERP and Microsoft Excel investments and can save users 3-4 days per month.  Create new cost center/cost element plan values, compare to PY actual values/forecasts, upload to your ERP, and then report on variances.

Providing New, Better and Faster Information with Predictive Analytics on The Most Important Drivers of Business Success.

In this workshop we will discuss how leading companies are using predictive analytics to identify leading drivers of business results from external Big Data. According to a recent survey the top priority for finance executives is managing and analyzing data and we will discuss the successful results of Big Data Predictive Analytics   from case studies across industries such as manufacturing, construction, retail /consumer goods and investment firms. Our examples include how companies are leveraging  macro and microeconomic data, demographics, weather, and social data in new ways to build highly accurate predictive models for each area of their business.

Rich Wagner is the founder and CEO of Prevedere, Inc. a leading SaaS based Predictive Analytics Software provider. As a former Executive in Information Technology and as a Director of Corporate Reporting in a large manufacturing company his responsibilities included installing ERP Systems, Data Warehouse Solutions   and Business Intelligence Platforms in Fortune 500 Global Companies. His most recent corporate role included developing and implementing corporate strategies for Executive Portals and Business Intelligence Dashboards for Finance and key decision makers across the enterprise.

Rich WagnerCEOPrevedere Software

The Information

Silver Pass

$1595Access to all sessions &

networking event

$1395Early Bird Price(before Dec 20)

Diamond Pass

$2095Access to all sessions, networking events, annual subscription to IE.

membership & FP&A Awards

$1895Early Bird Price(before Dec 20)

Gold Pass

$1895to all sessions, networking events &

annual subscription to IE. membership

$1695Early Bird Price(before Dec 20)

Financial Forecasting & Planning Innovation SummitDate: February 19 & 20, 2014Location: San Diego, CaliforniaVenue: Marriott Marquis & Marina

F TI L

For larger groups or special requests contact Zain Yasin by calling +1 415 992 5352 or email zyasin@theiegroup.com* Team discounts are applicable at the point of registration only.

Ways to Register

+1 310 598 7733 +1 323 446 7673 Click Here to Register

Group Discount Offers3 Silver Passes: $3300 ($1100 per attendee)5 Silver Passes: $5000 ($1000 per attendee)3 Gold Passes: $3900 ($1300 per attendee)5 Gold Passes: $6000 ($1200 per attendee)3 Diamond Passes: $4800 ($1600 per attendee)5 Diamond Passes: $7500 ($1500 per attendee)

1 Day Pass

$1095Full access to the summit, networking

events & 30 days access to IE. membership

30 dayonline access to event materials

On-Demand

$600Full access to a live recording across

both days for the summit

Access to IE.membership siteto view the event

materials

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2. Pass Types...Early Bird Pass Options until December 20, 2013

Early Bird Silver: $1395 Attendees ____ Early Bird Gold: $1695 Attendees ____ Early Bird Diamond: $1895 Attendees ____

Regular Pass Options after December 20, 2013 Silver Pass: $1595 Attendees ____ Gold Pass: $1895 Attendees ____ Diamond Pass: $2095 Attendees ____

Group Discount Pass Options 3 Silver Passes $3300 ($1100 per attendee) 5 Silver Passes $5000 ($1000 per attendee) 3 Gold Passes $3900 ($1300 per attendee) 5 Gold Passes $6000 ($1200 per attendee) 3 Diamond Passes $4800 ($1600 per attendee) 5 Diamond Passes $7500 ($1500 per attendee)

For larger groups or special requests contact Zain Yasin by calling +1 (310) 598 7733 or email zyasin@theiegroup.comGroup passes only available when all participants register together.

Pass Descriptions:Silver Pass: Access to all sessions & networking eventsGold Pass: Access to all sessions, networking events & annual subscription to IE. membershipDiamond Pass: Access to all sessions, networking events, annual subscription to IE. membership & FP&A Awards

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Prices are exclusive of taxes. Places are transferable without any charge to another Summit occurring within 12 months of the original purchase. Team discounts are applicable at the point of registration only. Any cancellations within a group registration will in turn incur an increase in registration fee for the remaining group participants. Cancellations before January 20 2014 incur an administrative charge of 50%. If you cancel your registration after January 20 2014 you will be charged the full fee. You must notify The Innovation Enterprise in writing of a cancellation, or you will be charged the full fee. The Innovation Enterprise reserve the right to make changes to the program without notice. NB: FULL PAYMENT MUST BE RECEIVED BEFORE THE EVENT.

Registration FormFP&A Innovation SummitFebruary 19 & 20, 2014 | Marriott Marquis & Marina | San Diego, CAFor registration or more information on the program, please call Zain on +1 (415) 992 5352, or fax this registration form to +1 (323) 446 7673

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7 Schedule

Networking Drinks 17.00 - 19.00

February 20

Session One 08.30 - 10.00

Coffee Break 10.00 - 10.30

Session Two 10.30 - 12.00

Lunch 12.00 - 13.30

Session Three 13.30 - 15.00

Coffee Break 15.00 - 15.30

Session Four 15.30 - 17.00

Day Two

February 19Day One 08.30

10.00

10.30

12.00

13.30

15.00

15.30

17.00

19.00

08.30

10.00

10.30

12.00

13.30

15.00

15.30

17.00

Session Five 08.30 - 10.00

Coffee Break 10.00 - 10.30

Session Six 10.30 - 12.00

Lunch 12.00 - 13.30

Session Seven 13.30 - 15.00

Coffee Break 15.00 - 15.30

Session Eight 15.30 - 17.00

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Sponsors

For sponsorship information contact Giles at ggodwinbrown@theiegroup.com

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Workshop Sponsor

Dinner Sponsor

Exhibitors

Workshop Sponsor

Silver Sponsor

Roundtable Sponsor

Associate Sponsor

AprilFP&A for High TechSummitApril 8 & 9, San Francisco

Financial Forecasting & Planning InnovationSummit April 9 & 10, London

FebruaryFinancial Forecasting & Planning InnovationSummitFebruary 19 & 20, San Diego

OctoberCFO Rising WestOctober 21 - 23, San Francisco

Corporate Venturing Summit October 21 - 23, San Francisco

Start Ups & The CFOOctober 21 - 23, San Francisco

Financial Forecasting & Planning InnovationSummitOctober 23 & 24, Shanghai

Financial Forecasting & Planning Innovation SummitOctober 30 & 31, Mumbai

SeptemberFinance Transformation Summit September 9 & 10, Boston

Financial Forecasting & Planning Innovation Summit September 9 & 10, Boston

Risk Management Summit September 11 & 12, Boston

Compliance & Regulation Summit September 11 & 12, Boston

CFO InnovationSummit September 17 & 18, London

MayFinance in Pharma & Healthcare ForumMay 14 & 15, Philadelphia

Treasury Management SummitMay 14 & 15, Boston

FP&A for Consumer Goods Summit May 21 & 22, Chicago

JanuaryCorporate Performance ManagementJanuary, 27 & 28, New York

Partnership Opportunities: Giles Godwin-Brown | ggb@theiegroup.com | +1 415 692 5498Attendee Invitation: Sean Foreman | sforeman@theiegroup.com | +1 415 692 5514

JunePayment SummitJune 11 & 12, Chicago

Corporate Performance Management WestJune 17 - 19, San Diego

Retail

Flagship Summit

Expected Attendees

High Tech

CXO

Pharma & Biotech Healthcare

Consumer Goods

Finance

MarchCFO Rising EastMarch 12 & 13, Miami

CFO InnovationMarch 12 & 13, Miami

Corporate Finance TechMarch 12 & 13, Miami

Outsourcing Innovation SummitMarch 12 & 13, Miami

Financial Forecasting & Planning Innovation SummitMarch 25 & 26, Hong Kong

DecemberController SummitDecember 3 & 4, Boston

NovemberBig Data For FinanceNovember 12 & 13, Boston

CFO Playbook for Private CompaniesNovember 19 & 20, Miami

CFO

2014 Calendar

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they just watch a quick video.• Monthly newsletters with industry insights and important news - vital for up-to-date info and methodology.

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What is the IE. Network?IE. is the premier forum for Finance, Operations Planning & Business Analytics education. Gain insight and optimize results with un-biased actionable business education available on-demand and delivered by your peers. Stay on the cutting edge of the latest trends within S&OP, FP&A & Business Analytics, all without having to leave your desk.

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