www.JPKGroupSummits.com

Financial Forecasting, Analytics & Transformation Summit

Financial Modeling | Finance as a Strategic Partner  Rolling Forecasts | Leveraging Analytics and Intelligence

to Transform Finance | Creating Value Through Insight | Building a High Performance Team | Collaborative Forecasting | Benchmarking

for Improved Performance | Data Governance Strategies Successful Data Integration Strategy | Forensic Financial Analysis

13 CPE credits available!

September 18-19 2017 | Chicago, IL

#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

A whole different experience: our Financial Forecasting, Analytics and Transformation Summit. Absent from the summit are exhibit halls and pushy sales people selling their products. This is a knowledge sharing, dialogue forming and networking forum which provides the most comprehensive financial forecasting and analytics curriculum on the market today. Attendees enjoy the relaxed environment that is truly attendee focused.

This 2 day summit is comprised of focused tracks with multiple knowledge sharing session topics. Each session is led by a top practitioner in his/her industry. Attend this forum and walk away with real, concrete and actionable solutions while expanding your professional skill sets.Attendees from a wide range of industries and functional backgrounds make it a goal to attend every year. This broad makeup provides exceptional networking opportunities to enhance attendees’ experience at the event, as well as building lasting relationships for continued learning well into the future. 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 Analytics Forum which is comprised of four unique events; the Financial Forecasting, Analytics and Transformation Summit, the S&OP, Analytics and Forecasting Summit, the Data Intelligence and Analytics Summit and the Competitive Intelligence Intensive Summit. If you register for this summit, you are able to attend any session that you wish giving you more choices to consider!

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

MONDAY, SEPTEMBER 18, 2017 AGENDA

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

11:15 am 15 Minute Networking and Refreshment Break

www.JPKGroupSummits.com

8:30 am Opening Keynote: Collaborative Forecasting and Insights Establish integrated business planning through synchronized forecasting processes

10:15 am The Art and Science of Good Forecasting

Combining subjective and objective analysis along with external and internal factors to drive effective forecasting

11:30 am Transforming Finance: Leveraging Analytics and Intelligence Using analytics to drive operational efficiencies and creating new value for their organizations

12:30 pm Lunch

10:15 am  Avoiding Business Analytic Failures & Road Map for Implementation Learn the expected outcomes to compare your organization and assess the viability of the practical use of business analytics 

11:30 am  Workshop: S&OP – Getting the Most from Your Planning Learn the key components for making collaborative forecasting work within your organization

1:30 pm Finance as a Strategic Business Partner

Building strategic partnerships withkey stakeholders to become more effective leader

1:30 pm Workshop: S&OP – Getting the Most from Your Planning (continued) Learn the key components for making collaborative forecasting work within your organization

1:30 pm Real-Time Data Requires Real-Time Governance

Best practices for Data Governance

2:45 pm Utilizing Predictive Analytics to Identify Business Drivers for Growth Predict trends, understand customers, improve business performance, drive strategic decision-making, and predict behavior

2:45 pm Continuous Planning and Rolling Forecasts

Utilize rolling forecasts to adapt to dynamic business challenges and opportunities

 3:45 pm 15 Minute Networking and Refreshment Break

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

Utilize rolling forecasts to adapt to dynamic business challenges and opportunities

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

4:00 pm Improving Forecast Risk Management via Top Down Analytics Leverage statistical analysis to understand the risk profile of bottom- up forecasts

5:00 pm Networking Reception

2:30 pm 15 Minute Networking and Refreshment Break

9:30 am 15 Minute Networking and Refreshment Break

TUESDAY, SEPTEMBER 19, 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

9:45 am Using Big Data to Enhance Demand-Driven Forecasting and Planning

11:00 am Creating an FP&A Powerhouse Through Cross-Functional Alignment Effectively align with the broader organization to leverage data and insights, streamline reporting and create greater value for the company

12:00 pm Lunch

11:00 am Developing a Successful Data Integration Strategy Create targeted efforts to source data, build models, and transform organizational culture

1:00 pm Building a High- Performance FP&A Team Create a highly adaptive team while fostering a culture of creativity and innovation

1:00 pm Aligning Operational and Financial Strategy Through IBP Bridge the gap between finance and operations

1:00 pm Data Visualization

Drive intelligent decision making by presenting data and insights in a simple and impactful manner

 3:15 pm 15 Minute Networking and Refreshment Break

3:30 pm Managing Assumptions

Integrate a focus on assumptions into the demand planning process

3:30 pm Forensic Financial Analysis

Unravel your competitors’ financial statements and zero in on potential financial challenges or new strategic initiatives

3:30 pm Information Management Center of Excellence Strategic framework and implementation strategies to establish a central, collaborative hub for data governance and analytics

 4:30 pm Adjourn

Using real-time information to sense demand signals and respond quickly to changes in demand

2:00 pm 15 Minute Networking and Refreshment Break

2:15 pm Financial Modeling and Driver Based Planning

Utilize rolling forecasts to adapt to dynamic business challenges and opportunities

2:15 pm Aligning Operational and Financial Strategy Through IBP (continued) Bridge the gap between finance and operations

2:15 pm Establishing Data Driven Culture in a Mature Organization

Identifying use cases that can benefit from analytics

Erin Lavelle – Former Senior Vice President, Finance at Mesirow Financial Erin Lavelle, MBA, FP&A, is a former Senior Vice President – Finance for Mesirow Financial, a financial services company headquartered in Chicago, Illinois. Ms. Lavelle received her MBA in International Business, with honors, from Kellstadt Graduate School of Business, DePaul University, and her BBA in Finance/Business Economics from the University of Notre Dame. In 2014, she was in the inaugural class receiving the newly created FP&A certification and participates in design and review for future exams.

FEATURED PRESENTERS

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. 

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.

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.

PAST PRESENTERS

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.

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 yourrate. Rate available until August 29, 2017.

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

Limited amount of discounted rooms available.

HOTEL & VENUE

W Chicago – Lakeshore 644 North Lake Shore Drive

Chicago, IL 60611

312-943-9200

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

POSTMODERNPAINTING. Stella

alternately paints inoil and watercolor

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DECEMBER 2016REGISTRATION

Summit Registration Attendee Participation Rates 1 Person - $1,499 total 2 People - $1,399/each  3 People - $1,199/each 4 People -  $999/each 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 7/14/17