Educational Sessions

Financial Acumen

> Alternative Approaches to Valuation: Going beyond DCF and Multiples

> Creating an Agile Planning Process

> Integrating Accounting Changes Through Your Forecast

> Statistically Significant: Driver Based Planning

> The Power of FP&A in Shaping M&A Performance

> Using Decision Analytics  to Manage Portfolios

Personal & Team Effectiveness

> Chart Your Course to Effective Leadership

> The CXO Perspective: Career Pathing That Leverages FP&A Talent

> From Numbers Geek to Compelling Influencer

> Pitfalls in Partnership

> The Power of a Diverse FP&A Team

Technology and Data

> Deals, Dreams & Data: How a $6B Deal Accelerated Invesco’s FP&A Transformation

> FinNext 2020 Tech Challenge

> Recipe for Success: FP&A’s Role in Leading Digital Transformation at National Restaurant Association

> Success in Simplicity: Establishing the Foundation for Planning & Analytics at Nucor

> Take Your Financial Analytics & Reporting to the Next Level

> Thinking Beyond the Dashboard: Power-up Your Finance BI with Data Visualization Skills

> Transforming the Forecast at Guardian Industries

> Using AI-Enabled Predictive Analytics for Unbiased Forecasting and Decision-Making


Financial Acumen

Alternative Approaches to Valuation: Going beyond DCF and Multiples

Financial Acumen

Most financial professionals are familiar with the traditional approaches to valuing companies and major assets such as DCF (Discounted Cash Flow) and Multiples. However, alternative approaches such as real options, decision trees and Monte Carlo Simulations may provide a better way to value companies and/or assets that don’t fit into the standard mold.  In this session, hear how these alternative compare to traditional models, and how they can be applied to difficult valuation problems such as young start-up companies, intangible assets, or projects with high degrees of uncertainty.

Curtis Gratz, CTP, FP&A
Director
Allitix

Dubos J. Masson, CTP, FP&A
Clinical Professor, Finance
Indiana University

^top

Creating an Agile Planning Process

Financial Acumen

Is your organization agile enough to move beyond annual budgets that are often obsolete by the time they are printed? This session provides attendees with the tactics and strategies needed to replace their static budgeting practices with dynamic, forward-looking processes that better support financial performance management and decision making. Using direct case experience from LT Apparel, and other organizations that have already transformed, this session presents the steps (both evolutionary and revolutionary) needed to implement an agile planning process to ensure your organization succeeds in a constantly changing world.

Lee Johnston
Vice President - Finance & Corporate Strategy
LT Apparel

Steve Player
Managing Director
Live Future Ready

^top

Integrating Accounting Changes Through Your Forecast

Financial Acumen

Regulatory bodies have made changes in accounting policies that change the calculation of income or balance sheets; your ability to forecast accurately requires that these changes flow through your forecasts as well. Learn about three headline accounting updates—ASC 606 Revenue Recognition, ASC 842 Lease Accounting, and the provision for doubtful debts—and hear the process of how FP&A professionals gained agreement on the impact, updated their models, and prepared the business for the new calculations.

Ruth Carrasquero
Planning, Appraisal and Reporting Advisor
Shell International B.V.

Scott Corvey, FP&A

Gabriel Zubizarreta
CEO
Silicon Valley Accountants

^top

Statistically Significant: Driver Based Planning

Financial Acumen

Companies rely on driver-based planning for direction in prioritizing their most important business factors. But how do you empirically identify and rigorously test the drivers in your driver-based planning? Learn how FP&A can be the strategic partner that operational managers rely on to identify the best drivers by walking through the sourcing process, correlation analysis, and how to test for and identify forecast biases in models.  This session utilizes examples from multiple industries to provide practical techniques for creating driver-based models, including a “flex” budget example that adjusts budgets and targets to sales volumes.

Pete Geiler, FP&A
Director Supply Chain Business Office
Stanford Health Care

Robert Zwerling
Managing Director
Aurora Predictions

^top

The Power of FP&A in Shaping M&A Performance

Financial Acumen

In 2018, M&A activity was valued at US$3.6 trillion with over 17,000 transactions worldwide, opening the opportunity for FP&A teams to play an instrumental role in enhancing the performance of the M&A process. This session covers the practical tools that support the M&A process at different levels in your organization and analyzes the importance of synergizing business models. Whether you are the acquirer or the acquired, gain valuable insights for improving the odds of a successful integration, and how to identify and lead a merger repair.

Ken Fleming
Partner
Baker Tilly LLP

Antonio Morales
Global Finance Director
TMC

^top

Using Decision Analytics to Manage Portfolios

Financial Acumen

The R&D portfolio management team at Bayer Crop Sciences is using the principles of decision analytics to manage their R&D investment portfolios, involving both long-term and short-term understanding of impacts, risks, etc. They are going through digital transformation at a large scale and have also started the journey of applying similar decision analysis principles to manage the digital transformation portfolio. In this session BCS’s Corporate finance professionals share their methodologies as well as what they have learned from this process.

Michael Keeley
Portfolio & Decision Analysis Lead
Bayer US LLC

Geetanjali Tandon
Digital Transformation Finance Director
Bayer Crop Science

^top

Personal & Team Effectiveness

Chart Your Course to Effective Leadership

Personal & Team Effectiveness

The genesis of leadership starts with two principles: knowing yourself and knowing your people. No matter how many people you oversee, this presentation outlines easy and practical techniques to first recognize the leader in yourself, how to better understand your people, then weaves this information into actionable practices. Learn important leadership lessons derived from 24 years of both military and civilian service, and how to implement these lessons into your own leadership practices.

Jennifer Donahue
President
JL Donahue Engineering, Inc

^top

The CXO Perspective: Career Pathing That Leverages FP&A Talent

Personal & Team Effectiveness

FP&A is both a box on the organizational chart as well as a set of skills that are useful that you can build on to deploy in different parts of the company. Hear from a panel of business leaders who are now applying their FP&A tools in new positions, including CFO, COO, Chief Business Intelligence, and Investor Relations. Learn how their careers changed, how they applied their FP&A skills to their new roles, and how they foster a culture that continues to develop and engage their top talent.

Emmanuel Caprais
Vice President Strategic & Financial Planning Analysis
ITT Inc.

Bryan Lapidus, FP&A
Director, FP&A Practice
AFP

Raja Ramachandran, FP&A, CTP
Global Business Development Manager
Alliance One International

Jose Ruiz
CEO & Managing Partner
Alder Koten

Gabriel Zubizarreta
CEO
Silicon Valley Accountants

^top

From Numbers Geek to Compelling Influencer

Personal & Team Effectiveness

While many FP&A professionals adequately fulfill the duties associated with their role, many are capable of attaining a high level of effectiveness with further development of their consulting and people skills.  American Family Insurance has developed a framework and tool based on the skills observed in extremely effective consultants. In this session, walk through that framework and learn about a tool that you can use to enhance your own skills or those of your staff.

Jake Maliszewski
Financial Senior Analyst
American Family Insurance

Douglas Stoffels, FP&A
Financial Analysis Manager
American Family Insurance

^top

Pitfalls in Partnership

Personal & Team Effectiveness

Business partnership is easy—just play nice in the sandbox, right? Despite our best intentions, we may not realize some common challenges in our attempts to be a good partner. This session shares several practitioner examples of good intentions gone wrong, and how the individuals and companies recovered to build strong relationships with their partners and customers. This highly engaging discussion gives attendees the opportunity to hear and learn from their peers while also sharing their own strategies for being an effective business partner.

Eric Ellis
Vice President Finance & Strategy
National Restaurant Association

Matti Kilpelainen
Director of Finance
Cloacina

Michael Olson
Consultant - Strategic Analysis
American Century Investments

Michael Powers
Financial Controller
Abt Associates Inc.

Anne Marie Witmer, FP&A
Director, FP&A
HDT Global

^top

The Power of a Diverse FP&A Team

Personal & Team Effectiveness

The world is globalizing, and organizations need to ensure they are evolving to keep pace. Building a diverse workforce pays dividends for both finance and the organization as a whole. A panel of finance and research leaders explore what true diversity looks like—“representing” diversity vs “being” diverse—and how to create and foster a diverse work environment that functions fluidly throughout your organization.

Michael High, FP&A
GM Finance - US Gulf of Mexico DW
Shell

Meredith Jones
Principal Cloud Economist
Amazon Web Services

Geetanjali Tandon
Digital Transformation Finance Director
Bayer Crop Science

Gaileon Thompson, CTP, FP&A
Vice President of Finance
Conifer Health Solutions

^top

Technology and Data

Deals, Dreams & Data: How a $6B Deal Accelerated Invesco’s FP&A Transformation

Technology and Data

Invesco’s acquisition of Oppenheimer Funds includes a goal to extract $475m in cost savings (16% of combined cost base) while executing a seamless business integration. The deal provides the opportunity to expand upon their digital transformation in multiple areas, such as upskilling their people, integrating technology beyond spreadsheets, and optimizing their processes to leverage these new capabilities. Learn how the team is restructuring to incorporate multiple technology knowledge systems while also fostering the development of traditional FP&A skill sets.

Jordan Krugman, CTP
Global Head of FP&A
Invesco Ltd.

Robert Mayr
Senior Manager, FP&A
Invesco Ltd.

Matthew Seitz
Head of Corporate Financial Planning and Analysis
Invesco Ltd.

^top

FinNext 2020 Tech Challenge

Technology and Data

The FinNext 2020 Tech Challenge allows attendees to view, learn about and compare various planning tools under similar conditions.  Selected finalists will help a fictitious FP&A team understand their strengths and weaknesses and develop a sales forecast for their products through data exploration, visualization, analysis and forecasting. Attendees will select the most compelling presentation to win the FinNext 2020 Tech Challenge. 

Learn more about this year's Tech Challenge here.

This year's finalists are:
Jedox
Workiva
Unit4
Peloton

^top

Recipe for Success: FP&A’s Role in Leading Digital Transformation at National Restaurant Association

Technology and Data

The National Restaurant Association is the largest foodservice trade association in the world, with their economic engine originally built on delivering training and education via primarily print-based solutions. Amid rapid industry changes, they embarked on a digital transformation program touching virtually all facets of the organization with FP&A serving as the essential liaison between executive leadership, business operations, IT, and external consultants. This session explores how FP&A addresses implementation challenges, creates a roadmap for success, and establishes a unique business partnering operating model.

Eric Ellis
Vice President Finance & Strategy
National Restaurant Association

Philip Peck
Vice President Finance Transformation
Peloton Group

^top

Success in Simplicity: Establishing the Foundation for Planning & Analytics at Nucor

Technology and Data

As the largest steel producer and recycler in the United States Nucor is challenged with forecasting projected cash positions for numerous projects spanning many years and consolidating data from 200+ locations and making actionable decisions across the enterprise. Get a close view of how Nucor’s FP&A team implemented a cloud-based planning and analytics solution that enabled an integrated, connected planning network across the organization. Learn how their focus on simplicity and scalability, recognizing where the solution could quickly be adopted and deployed while optimizing and providing critical business information.

Jon Levy
Head of FP&A
Nucor Corp

Philip Peck
Vice President Finance Transformation
Peloton Group

^top

Take Your Financial Analytics & Reporting to the Next Level

Technology and Data

Are you spending hours each month in Excel creating the same printouts and e-mailed reports? Could your company’s financial analytics tools and reports use a boost? In this session, attendees learn practical ways to reduce inefficiencies, to create reports that are more engaging, adaptable, and customizable through tools that are accessible today, including process automation, self-servicing, AI and machine learning.

Nathan Thompson
Senior Financial Planning Analyst
Chesapeake Energy Corporation

^top

Thinking Beyond the Dashboard: Power-up Your Finance BI with Data Visualization Skills

Technology and Data

While your organization may have successfully transitioned reporting from tables, charts, and emails to powerful dashboards, you may not be utilizing research-tested and industry leading design and data visualization principles that can take your BI from good to great. Microsoft’s finance organization has spent years researching the principles of data visualization and design to create intuitive, action-oriented dashboards and reports that drive deeper conversations and deliver more impactful business outcomes. Hear from a finance practitioner and data visualization expert as they show you how to add these principles to your own toolkit to transform your reporting, simplify your workflows, and increase your impact.

Derek Riffe
Senior Business Intelligence Solution Manager
Microsoft

Jesse Todd
Group Finance Manager
Microsoft

^top

Transforming the Forecast at Guardian Industries

Technology and Data

With manufacturing operations in 25 countries across 5 continents, aligning operational decisions to financial goals is critical to the success of Guardian Industries. Beginning in 2016, Guardian set out to ensure every key operational decision is aligned to business drivers and integrated directly into financial plans. In this session hear how they reinforced a culture of accountability and execution and provided the organization with the ability to visualize, measure and manage operational plans based on the unique requirements of the business.

Alex Beired
Gloabal FPA Director
Guardian Industries

Scott Stern
Director Product Marketing
OneStream Software

^top

Using AI-Enabled Predictive Analytics for Unbiased Forecasting and Decision-Making

Technology and Data

We are entering an era of digital finance that requires on-demand continuous planning where human and Artificial Intelligence (AI) work hand in hand to achieve better analytical results for data driven decisions. This session shares how FP&A professionals can leverage AI-enabled capabilities to augment subjective estimates of future performance with insightful and unbiased analytics, AI-driven revenue and operating forecasts, operational predictive analytics, and improved decision management. Attendees learn from a case study on applying this analytical process that includes the resulting economic benefits while also addressing why many analytic cultures ultimately fail.

Kent Bearden
Director of Outlets
Pasea Hotel & Spa Resort

Robert Zwerling
Managing Director
Aurora Predictions

^top