The Financial Forecasting,

Planning and Analytics

Summit

September 17-18, 2015

Boston, MA

Continuous Planning and Rolling Forecasts

Financial Modeling and Driver Based Planning

Driving FP&A Through the Organization

Utilizing Finance Analytics to Drive Growth

Building a High Performance Finance Team

www.jpk-grp.com/BOSFI2015

inquiry@jpksummits.com

858-386-0013

Earn up to 15 CPE

Credits!

THE FINANCIAL FORECASTING, PLANNING AND ANALYTICS

SUMMIT 2015 This attendee focused summit is a unique blend of analytics,

strategy, planning, FP&A, and forecasting that is unmatched in the industry. Why should you attend - Our forums allow attendees to learn and share best practices, walk away with real-concrete, actionable solutions and expand their professional skill sets. We bring together a diverse and experienced speaking faculty and high level attendees—simply put, the right people in the room focusing on education and networking. You will NOT find exhibit halls or software vendors pushing their services at our summits. The agenda allows you to choose between multiple break out session options so you and your team can converse and interact with other attendees and presenters. By attending, you and your group will walk away with invaluable-actionable examples, insights and connections that will help you tackle challenges in your current role. Unique format - We understand not everyone learns at the same pace or delivery method. Our learning sessions range from 1 hour keynote sessions, to 2 hour workshops and 90 minute panel sessions that offer more hands-on, interactive learning. The panel sessions are designed to help each attendee get the absolute most out of the other attendees and speakers. What is included - Along with the excellent learning and networking opportunities, your tuition fee covers CPE credits, a full, hearty breakfast, lunch, snacks and refreshments for both days. Also, stay after the last session on day 1 for our networking reception and enjoy drinks on us while you network with your peers.

Past Attendee Organizations Abbott Laboratories Adidas Advance Auto Alcoa Inc Allstate Insurance Company Amgen BP Bridgestone Capital One Bank CBS Interactive Chevron Chiquita Cisco Citrix Clorox Coca-Cola Del Monte Foods Dr Pepper Snapple Group DuPont eBay Experian FedEx Services Ghirardelli Guitar Center Hallmark Cards, Inc. Hewlett Packard Intel Intuit JcPenney JetBlue John Hancock Financial Services Johnson & Johnson Kaiser Permanente Kohler Company Lincoln Financial Masonite Mayo Clinic Microsoft Oracle Overstock PepsiCo Pfizer Philips Qualcomm Rolls-Royce Corporation Shutterfly Siemens Sony Corporation of America Target United Healthcare Whirlpool And more…

Who Should Attend? Budget & Financial Analyst CFO Controller Corporate Forecasting

Manager Corporate Strategy Manager CPA Director 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 Analyst 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 Economist 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!

Quick Glance Summit Schedule

7:45am Registration and Breakfast

8:15am Welcome and Opening Comments

8:30am Opening Keynote:

Collaborative Analytics and Insights

Uniting strategy with organizational intelligence to anticipate industry change

10:45am 15 Minute Networking and Refreshment Break

9:45am Keynote:

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

11:00am

Ensuring Financial Planning Success and Avoiding Common Pitfalls Assessing common and unique financial planning pitfalls and discovering relevant and proven concepts

12:00pm Lunch

3:30pm

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

3:15pm 15 Minute Networking and Refreshment Break

5:00pm Networking Reception

Thursday, September 17th, 2015

Keynotes

Sessions

Workshop

1:00pm

Transforming FP&A—Strategic, Financial & Operational Integration

Improve forecast accuracy, scenario planning, rolling forecasts, budget cycle time and cross functional optimization, while also reducing costs

2:15pm

Financial Modeling & Driver-Based Planning Link Financial forecasting to operational drivers and key performance indicators

Quick Glance Summit Schedule

7:45am Registration and Breakfast

8:15am Welcome and Opening Comments

8:30am Opening Keynote:

TBD

10:45am 15 Minute Networking and Refreshment Break

9:45am Keynote:

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

11:00am

Driving FP&A Through the Organization and Building a High Performance Finance Team and Culture Leverage financial planning & analysis to provide true business impact and methods to create a highly adaptive team while fostering a culture of creativity

12:00pm Lunch

2:15pm

Financial Forecasting, Planning and Analytics Join other attendees and presenters in this unique forum to discuss pertinent financial software/tools and collaborate to solve actual financial forecasting issues

4:00pm Adjourn

Friday, September 18th, 2015

Keynotes

Sessions

Group Dialogue and Discussion

1:00pm

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

2:00am 15 Minute Networking and Refreshment Break

www.jpk-grp.com/BOSFI2015

inquiry@jpksummits.com 858-386-0013

www.jpk-grp.com/BOSFI2015

inquiry@jpksummits.com 858-386-0013

SUMMIT CONTRIBUTORS

Joe Mizerak – Former Director, Corporate Finance, Planning and Analysis at TIAA-CREF

Joseph Mizerak is currently a director at Huron Consulting Group. He recently served as the Director, Corporate Finance, Planning and Analysis at TIAA-CREF and led the Hyperion Strategic Finance initiative and the Integrated Planning Process. He has also managed the Hyperion Planning and Budgeting and Oracle Profitability applications and partnered with the SAS Activity-based Costing application.

Prior to joining TIAA-CREF in 2010, Joseph accumulated 16+ years of industry and consulting experience in financial and management consulting at a wide variety of large financial services clients. His extensive experience includes leadership roles at Bank of America, Computer Associates, Acorn Systems and PMG.

Mr. Mizerak is also a 9 year navy veteran who served as a Radar Intercept Officer in the F-14A jet and instructed fellow officers in leadership training and development. Joseph graduated from Boston University with a Bachelors of Science degree in Business Administration. He also earned a Masters in Business Administration from the College of William and Mary.

Ed Goldfinger – Chief Financial Officer at Veracode

Ed Goldfinger is a seasoned financial executive, with over 25 years of financial leadership experience. Goldfinger is currently the CFO for Veracode, a fast growing, venture-backed organization 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 and managing Veracode’s financial direction as well as providing strategic, operational and analytical insight to the business and overseeing legal, sales operations, services and investor relations.

Prior to Veracode, Goldfinger was the CFO for Zipcar, the world's leading car-sharing network. While at Zipcar, he helped bring the company public and played a key role in the company’s acquisition by Avis Budget Group. Before ZipCar, Goldfinger was the CFO of Spotfire, a business intelligence and analytics software company sold to TIBCO. This followed on the heels of a successful run at Empirix, where he held the CFO and CEO positions and led the company through a period of significant growth.

Earlier in his career, Goldfinger worked at KPMG and spent nine years at PepsiCo, where he was the CFO of the Latin American beverage business. He also held the CFO position at Sapient.

Goldfinger is a graduate of the Wharton Undergraduate program at the University of Pennsylvania, and he was a CPA in the State of Connecticut.

Paul Walsh — CFO, VP Finance at Allegro Microsystems

Paul's executive-level positions over the past decade as Vice President, Chief Accounting Officer, Senior Vice President, and Chief Financial Officer will further Allegro's Finance and Accounting team, and the entire Allegro organization. In addition, Paul's Board of Directors experience at multiple companies will allow him to make unique contributions to many of Allegro's strategic initiatives and governance processes. Paul holds a B.S. in Mechanical Engineering from the University of Maine, a M.B.A. from Boston University, a Graduate Certificate in Accounting from Bentley College, and has passed the Certified Public Accountant's exam.

SUMMIT CONTRIBUTORS

Jacky Wu — Executive Vice President and Chief Financial Officer at Comverse

Jacky Wu is Executive Vice President and Chief Financial Officer. In this capacity, Jacky is responsible for all financial planning, forecasting, budgeting, reporting, valuations, pricing, and treasury functions. He also has oversight of Mergers and Acquisitions valuations, long term financial strategy, capital investment program, and capital markets. Prior to Comverse, Jacky spent five years at American Tower Corporation where he was Vice President of Finance and Mergers and Acquisitions. During his tenure, American Tower more than doubled its global and domestic asset portfolios, successfully converted to a Real Estate Investment Trust (REIT), and strategically partnered with its major customers to long term contracts that helped the company achieve consistent double-digit top line growth. Jacky has more than 15 years in the Telecommunications industry, beginning his career at Verizon Communications. There he held roles of increasing scope and responsibility, most recently as Director and Chief Financial Officer of Verizon Digital Services Inc. In that role, he helped expand Verizon’s FiOS footprint to more than 18 million homes nationwide, while forming a new $1.5b segment focused on optimizing content delivery. Jacky graduated Summa Cum Laude, Phi Beta Kappa and with Departmental Honors with both a Master of Business Administration as well as a Bachelor of Science in Economics from Tulane University. Jacky was also the recipient of DiversityMBA magazine’s “Top 50 Executive Leaders under 50” in 2012.

Juan Porter – President and Founder at TopDown Consulting

Juan Porter has over 25 years combined client, vendor, and consultant experience with Oracle Hyperi-on. He is a member of the Oracle Hyperion Partner Advisory Council, he is actively involved in various Hyperion user groups, he has served as the chair of Hyperion’s National Steering Committee, and he has led many Hyperion enhancement committees.

Juan is the president and founder of a leading nationwide consulting firm, which serves over 400 of the Global 2000’s largest and best performing companies. Industry analysts, editors, and authors fre-quently seek his expertise on the future direction of EPM, current Hyperion releases, as well as insight into strategic and practical ways to solve business problems. Juan has authored articles for publica-tions such as SearchOracle.com, CIO Insight, and Enterprise Applications. He is the Chairman of the OAUG Hyperion SIG and is also a regular presenter for OAUG, ODTUG and other industry groups.

www.jpk-grp.com/BOSFI2015

inquiry@jpksummits.com 858-386-0013

www.jpk-grp.com/BOSFI2015

inquiry@jpksummits.com 858-386-0013

SUMMIT CONTRIBUTORS

Ed Allison – Managing Partner and Founder at Compelligence, Inc.

Working to change the way companies compete and win, Ed Allison is the Managing Director and co-founder of Compelligence, Inc. a competitive, market and sales intelligence platform. Ed previously served as a competitive team leader at Cisco Systems, Symbol Technologies, Juniper Networks and Polycom. In his most recent engagement, Ed helped Polycom, the leader in video communications, grow from a $1B to a $1.4B annual sales. Ed Allison brings a history of front line competitive experience. He's a practitioner, not a theorist, of competitive, market, and customer intelligence leadership at large, marketing-leading technology companies. Ed developed analysis and strategy techniques as a military officer in the U.S. Army (Signal Corp) and has adopted those techniques to strategic planning and sales effectiveness.

Ellen Matsell – Vice President of Sales Operations at LogMeIn

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.

www.jpk-grp.com/BOSFI2015

inquiry@jpksummits.com 858-386-0013

SUMMIT CONTRIBUTORS

Dean Sorensen – Founder at IBP Collaborative

Dean Sorensen is the founder of the IBP Collaborative: a firm that advises organizations about processes and technologies that enable step change improvements to how they plan, manage and govern their business. Dean has a unique mix of strategic, financial and operational experience across dozens of manufacturing companies in Consumer Products, Food and Packaged Goods, Automotive, Aerospace, Industrial Products, Chemicals, Steel and High Tech sectors.

Dean has been working in the area of Integrated Planning and Performance Management (IPPM) over a decade. This includes a number of years working with two IPPM software companies, where he designed highly advanced solutions based on technology that has yielded billions in value for organizations.

Dean is a recognized thought leader that speaks and writes about the need for, and value of, greater integration between strategic, financial, sales and operational management processes. Particularly about their role in driving sustainable cost reduction, consistent strategy execution and operational excellence. He has held senior level positions with KPMG, Accenture and AT Kearney. He received a Bachelor of Business Administration from York University in Toronto and a Chartered Accountant designation in Canada. He is also certified in Production and Inventory Management from APICS.

Patrick Chilcott—Director of Finance at EMC

Working to change the way companies compete and win, Ed Allison is the Managing Director and co-founder of Compelligence, Inc. a competitive, market and sales intelligence platform. Ed previously served as a competitive team leader at Cisco Systems, Symbol Technologies, Juniper Networks and Polycom. In his most recent engagement, Ed helped Polycom, the leader in video communications, grow from a $1B to a $1.4B annual sales. Ed Allison brings a history of front line competitive experience. He's a practitioner, not a theorist, of competitive, market, and customer intelligence leadership at large, marketing-leading technology companies. Ed developed analysis and strategy techniques as a military officer in the U.S. Army (Signal Corp) and has adopted those techniques to strategic planning and sales effectiveness.

SUMMIT VENUE AND HOTEL

Surrounding Area

Discover the city’s newly renovated, downtown destination, Hyatt Regency Boston, where luxury and convenience collide. Steps from Boston’s most desirable area-attractions such as the Boston Common, Faneuil Hall, and Boston’s famous shopping destination, Newbury Street, the hotel sits at the edge of the city’s excitement. Tour the Freedom Trail, visit the Museum of Fine Arts, or catch a game at historic Fenway Park, all just minutes from Hyatt Regency Boston. Experience Boston’s exhilarating 24-hour neighborhood and burgeoning restaurant scene that includes our casually chic restaurant, Avenue One. Relax in our heated, indoor saline pool, stay energized in the StayFit Gym, and unwind in the stress relieving sauna. Convenient to the Theater District, the Financial District and attached to Macy’s for convenient shopping, our downtown Hyatt hotel is also a 10 to 15 minute walk to the South End, Back Bay, the Charles River Esplanade, and is connected to the “T,” Boston’s mass transit system.

Transportation

From Logan International Airport (BOS): Taxi Approximately $25 each way. Silver Line Bus From the airport terminals to South Station, approxi-mately 0.5 miles from the hotel. MBTA The MBTA costs $2.50 to ride anywhere in the city and surrounding suburbs. The Blue Line train is available from the airport to the State Street stop which is ap-proximately 5 blocks from the hotel. From here you can walk, or transfer to the orange line and get off at the Downtown Crossing stop.

Venue The summit will take place at:

Hyatt Regency Boston One Avenue de Lafayette Boston, MA 02111 We currently have a discounted room rate for our attendees. There is a limited amount of rooms at the discounted rate so reserve today in order to secure your rate.

Online Reservations: Click the link below to reserve your hotel room

https://aws.passkey.com/g/51259258

$299/night Limited amount of discounted

rooms available Room block ends

August 26th, 2015

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Pay By Check:

Checks should be made payable to JPK Group LLC. The mailing address for checks and tax forms is 11251 Ran-

cho 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.

Register Online,

Phone or Email!

By Phone

By Email

registration@

jpksummits.com

858-386-0013

Attendee Participation Rates

Early registration and group discounts below (available until August 31st):

1 Person - $1,499 total (a $300 discount!)

2 People - $2,899 total (an $700 discount!)

4+ People - Email Us - registration@jpksummits.com

www.jpk-grp.com/BOSFI2015 - 858-386-0013 - inquiry@jpksummits.com

Online

SUMMIT REGISTRATION

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.

For more information regarding administrative policies such as complaints, please contact via mail, phone or email:

JPK Group LLC c/o Paul Rogers 11251 Rancho Carmel Drive #502876 San Diego, CA 92150 858-386-0013 paul.rogers@jpk-grp.com

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