Educational Sessions

FinNext 2019 Breakout Sessions

>  Finance Disrupted: How to Prepare for What Comes Next

>  Improving Forecasting Reliability with Predictive Analytics

> The Holy Grail: Aligning HR and Finance in your Planning Process

>  Leveraging The Art of Political Calculus to Influence People and Decisions

>  Building a Top Performing Global FP&A Team

>  Being Agile Under a Waterfall Umbrella: Successful Project Management for FP&A

>  Thriving in the Digital Age: Driving Business Transformation Through FP&A

>  Do the Math: How the Right Metrics Can Change the Game

>  Data- Driven Planning in a Non-Data-Driven World

Finance Disrupted: How to Prepare for What Comes Next

Financial Acumen

Today's rapidly changing business environment requires finance to address disruption head-on or risk being left behind by more nimble competitors.  Leading CFOs are taking an in-depth look at the future of finance to achieve transformation.  They're focusing on leveraging disruption and creating opportunities for competitive advantage and growth, while also partnering with the business in deeper and more impactful ways.  This session uncovers the CFO's agenda for potential disruption, looks at the future of finance- extreme automation's impact on finance operations, shifting insight and analysis capabilities, changing skills and talent strategies- and explores real life examples of companies that have turned their visions for the future into reality.
                                                                                                                            
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Improving Forecast Reliability with Predictive Analytics

Financial Acumen

Leading finance organizations adopt predictive analytics to help improve forecast reliability and to allocte resources more effectively.  Statistical models applied to historical data can be used to create more reliable baseline forecast, and, when employed with best-practices, statistical techniques help to identify bias, enable levels of variation and improve the quality of the forecasting process.  When combined with human judgement and consideration of the impact of analytics with cloud planning technology can deliver stronger and more reliable foresight for management decision-making.
                                                                                                                            
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The Holy Grail: Aligning HR and Finance in Your Planning Process

Financial Acumen

Over two-thirds of a company's cost can be attributed to its people.  From hiring plans to open requisitions, finance needs a complete view of the human resources function to plan effectively.  This requires new processes, data and technology, but it can be done.  Attend this session to discover opportunities for collaboration, covering process, data and technology, i.e., the Holy Grail, and the roadmap to get you there.
                                                                                                                                               
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Leveraging the Art of Political Calculus to Influence People and Decisions

Personal & Team Effectiveness

FP&A practitioners are typically hardwired to build compelling business cases to support recommendations around strategic direction, operational execution, and the optimal usage of limited resources.  While the "right" decision seems perfectly logical, organizational decision-making involves highly complex, interdependent and opaque series of interactions that often challenge conventional wisdom.  Hidden agendas, competing priorities, culture, organizational structures and personalities all impact decision-making.  Join this session for an exploration of strategies you can use to navigate this environment.
                                                                                                                                                   
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Building a Top-Performing Global FP&A Team

Personal & Team Effectiveness

Building a top-performing analytical team in a global footprint demands not only a different communication approach, but also a progressive management style.  Whether you currently manage a global team of FP&A professionals or envision yourself being in a position where you will one day be directing a remote team of highly analytical individuals, this session provides you with actionable insights and practical knowledge to help you to align your global team while keeping them motivated and ready to deliver on the challenges of forecasting accurately.
                                                                                                                         
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Being Agile Under a Waterfall Umbrella: Successful Project Management for FP&A

Personal & Team Effectiveness

Taking a project management approach to determine the success of an FP&A initiative for planning, consolidation, reporting and analysis is possible with the new Agile Waterfall Hybrid methodology for Enterprise Performance Management (EPM). Projects combines a modern Agile framework with a more traditional Waterfall overlay or "umbrella." Attend this session for a high-level overview of the pros and cons of pure Waterfall and Agile and learn why neither is optimal for EPM. Explore the benefits of the Hybrid approach, as well as the potential negatives, and examine why Scrumban is the recommended Agile method to use for EPM.
                                                                                                                         
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Thriving in the Digital Age: Driving Business Transformation Through FP&A

Technology & Data

Digital transformation can seem overwhelming and fraught with risk: determining the best way to execute your plan, completing current responsibilities while creating an entirely new way to do business. Glean insights on managing competing priorities from other companies in this interactive panel discussion. Learn how FP&A leaders from Massachusetts Medical Society, Southern New Hampshire University and Hunter-Douglas spearheaded enterprise digital business transformation initiatives and successfully implemented projects involving process redesign and automation, enhanced modeling and planning capabilities, advanced predictive analytics, improved business partnering and created better strategic alignment.
                                                                                                                         
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Do the Math: How the Right Metrics Can Change the Game

Technology & Data

Before investing in AI and ML, FP&A professionals should try leveraging available data and using simple formulas to provide understandable and actionable metrics to support decisions that drive greater profitability. A $16 billion retailer did just that by refocusing decision-makers on priority challenges to deliver transformational results. Attend this session to learn which metrics are useful, which are misleading; how they can be updated to become more relevant and impactful; and how matching performance metrics with what decision-makers need to know, when they need to know it, can create game-changing results.
                                                                                                                         
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Data-Driven Planning in a Non-Data-Driven World

Technology & Data

How do you integrate predictive analytics into the planning and operations of a large, diffused organization? And what role should finance play in facilitating this process? In this case study Rackspace shares the challenges they faced in designing, building and releasing a customer churn model to successfully implement predictive modeling in their planning process. This session also focuses on both the tactical aspect of building a smarter, data-driven plan, as well as the strategic aspect of using insights to influence the direction of the business at the executive level.
                                                                                                                         
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