Educational Sessions

FinNext 2019 Breakout Sessions

Financial Acumen

> Cloud Financial Management: A New Way to Plan

> Finance Disrupted: How to Prepare for What Comes Next

> Finance for E-Commerce Fulfillment

> Managing Costs and Delivering Savings in Professional Services

> Being a Finance Business Partner to a Digital Organization

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


Personal & Team Effectiveness

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

> Building a Top Performing Global FP&A Team

> HP Develops "PEP" to Build the Future Finance/FP&A Workforce

> Strategies for Presenting Complex Data to Executives & Boards

> Developing a Data Driven Culture and Business Partnership at DCP Midstream


Technology & Data

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

> Excel 2020 & Beyond: Essential Tips, Automation Hacks & Knowledge for FP&A Professionals

> Expanding Your Field of Vision Through AI

> Modern Finance: Driving Greater Business Impact Through Digital Transformation

> Integrating a Data Thinking Framework

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

> The Big Win: Getting Implementation Right with FP&A Software

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Cloud Financial Management: A New Way To Plan

Financial Acumen

Getting the most out of your cloud investment requires unique skills, processes, and tools. Effective cloud financial management (CFM) analyzes, forecasts, and controls cloud costs across multiple departments as the organization transitions from mostly fixed-cost data centers to pay-as-you-go cloud services. CFM benefits from IT and finance developing a deeper understanding of the other’s domain, while working together with business owners to link business activities to cloud costs. By building an understanding of CFM principles, attendees learn how finance can play a critical role in leading the organization’s cloud journey to become highly valued business partners.

Jim Robertson, CTP
Manager, Cloud Financial Management
Amazon Web Services

Jared Clore
Manager, Cloud Financial Management
Amazon Web Services

                                                                                                                            
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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.

Brett Benner
Managing Director, Financial Management
KPMG LLP

Sanjay Sehgal
Principal, Advisory Financial Management
KPMG LLP

                                                                                                                            
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Finance for E-Commerce Fulfillment

Financial Acumen

As traditional retail has begun to decline and been supplanted by e-commerce it is vital to understand what it takes to get your products to your end customers. With the brick and mortar distribution channel shrinking fulfilling online orders quickly, accurately, and at a reasonable cost becomes more and more vital. This session examines how fulfillment costs are incurred and what finance can do to help optimize this costs to drive profitability.

Frank Chou, CTP, FP&A
Senior FP&A Manager
H&T Battery Components

                                                                                                                            
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Managing Costs and Delivering Savings in Professional Services

Financial Acumen

There is a serious problem facing even the most sophisticated finance managers across the industry. According to recent surveys, “cost reduction is a focus of most companies globally but nearly two-thirds of organizations are failing to meet their goals” in this area. Worse, some of the most challenging and specialized cost-drivers, e.g., legal, marketing, consulting and other professional services, are often on a different page in terms of the urgency or even feasibility of savings. Join this engaging and highly practical session for sound strategies on better budgeting and cost savings now and in the years ahead. Explore emerging data modeling techniques for legal and other categories of spending, historically viewed as an “unpredictable and unique art.”

Fred Paulmann, JD, MBA
Founder and President
The Counsel Management Group

Kala Bhatt
Head of IP & Legal Controller, NA
BASF

                                                                                                                            
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Being a Finance Business Partner to a Digital Organization

Financial Acumen

Every company is a digital company, regardless of industry. This requires each part of the business to have an IT strategy to execute their plan and make investments that reinforce the company architecture. It can be challenging to value, explain and forecast IT expenses. How these decisions are made, and who has a seat at the table, requires IT and finance to form strong working relationships with each other and the business. In this session hear about experiences creating a successful partnership between finance and IT during their technology transformation.

Geetanjali Tandon
Global IT Finance Lead
Bayer Crop Science

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

Financial Acumen

As AI and ML get increasing attention and budget, there is still plenty of opportunity for FP&A professionals to leverage available data and simple formulas to provide understandable and actionable metrics that drive greater profitability. Two companies in different industries – a $16 billion retailer and a global semiconductor company – did just that by refocusing decision-makers on priority challenges to deliver transformational improvement. Attend this session to learn how some metrics can be misleading and 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.

Dave Stark
President
Analysis Team, Inc

Maik Henkel
Senior Manager, Deputy Director Finance
Globalfoundries

                                                                                                                         
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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.

Philip Peck
Vice President Advisory Services & Finance Transformation
Peloton Group

Richard Simoes, FP&A
Director, Financial Planning and Management
Massachusetts Medical Society

                                                                                                                                                   
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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.

Antonio Morales
Consulting Partner
SLKone LLC

                                                                                                                         
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HP Develops "PEP" to Build the Future Finance/FP&A Workforce

Personal & Team Effectiveness

When the old HP split in November 2015, HP Inc. identified an urgent need to redefine its finance and FP&A talent development framework. The program that emerged is called PEP, or People Experience Program. PEP is designed to adapt the HP finance function to its changing role, as well as the introduction of new technologies. This new framework supports the finance career experience through select global finance initiatives, while considering the “what” (competencies) and “how” (skills) professionals must master to become top performers. From the HP Inc. example and supporting research by The Hackett Group, understand the forces reshaping the finance talent profile, and the emerging digital skill set FP&A professionals must acquire to be successful in this new environment.

Nilly Essaides
Senior Research Director for Finance/EPM/FinOps
The Hackett Group

Charles Solomon
Global Program Manager - Finance People Experience Program (PEP)
HP Inc


                                                                                                                            
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Strategies for Presenting Complex Data to Executives & Boards

Personal & Team Effectiveness

Gathering and analyzing data is no longer a major problem in today’s data rich business environment. However, as big data becomes more accessible inside the organization, explaining the results and effects of the resulting analysis to executives, boards, and decision-makers has become more difficult. In this session panelists show how simplified and concise reports, selective information sharing, and easily understood formatting, can eliminate confusion and time waste caused by the typical standard reporting that exists in many of today’s companies.

Joseph Freitas, FP&A
Manager of FP&A
Kenco Group, Inc.

                                                                                                                            
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Developing a Data Driven Culture and Business Partnership at DCP Midstream

Personal & Team Effectiveness

The challenges of successfully molding an organization to truly become data-driven stretches beyond technology alone. DCP Midstream is embarking on a long-term organizational transformation, to put information and analysis behind every decision, with a vision to become “the most innovative company of the oil and gas industry.” Achieving this requires several changes to happen simultaneously, including creating a single source of the truth, connecting the organizations disparate data sources and models, and changes to decision-making processes that demand timely analysis. Hear DCP’s Finance evolution story, and learn how you can build a data culture and better business partnership at your organization.

Chris Stevenson
Sr. Product Marketing Manager, Financial Solutions
Anaplan

Alex Vidal
Strategic Planning Manager
DCP Midstream

                                                                                                                            
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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, rolling forecasts, enhanced modeling and planning capabilities, advanced predictive analytics, improved business partnering and created better strategic alignment. Such finance transformation is an umbrella goal that covers many smaller objectives, automating analytics, streamlining reporting, rolling driver-based forecasts, integrated planning and close consolidation.

Philip Peck
Vice President Advisory Services & Finance Transformation
Peloton Group

Brian Mehr, FP&A
Assistant Vice President - Financial Planning & Analysis
Southern New Hampshire University

Richard Simoes, FP&A
Director, Financial Planning and Management
Massachusetts Medical Society

David Cooperman
Vice President, Finance
Hunter Douglas

                                                                                                                         
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Excel 2020 & Beyond: Essential Tips, Automation Hacks & Knowledge for FP&A Professionals

Technology & Data

Excel has evolved to one of the most powerful business analytics tools. In this session, we cover some of the newest developments and how you can effectively integrate nearly any data source automatically, realize powerful analytics and implement comprehensive planning processes, including new data types, the basics of Power Query, PivotTable tips and tricks, using Power BI custom visuals, and forecasting and planning options.

Khaled Chowdhury, FP&A
Corporate FP&A Manager
KMG Chemicals

                                                                                                                            
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Expanding Your Field of Vision Through AI

Technology & Data

When it comes to qualifying operational effectiveness and strategic execution, critical information is often left on the table. Information stored in natural language documents - earnings calls, news and social media, customer communique - provide insight into business activities and operations, but are difficult to analyze, requires specialized skills, significant resources, and time; this makes it an ideal application for artificial intelligence. This session illuminates the differences among AI tools and technologies, reviews different potential use cases for your company and explores how your organization can leverage its textual data assets into business analysis and decision-making to better detect hidden risks and identify opportunities.

Koo Sing
Chief Technology Officer
SiteFocus

                                                                                                                            
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Modern Finance: Driving Greater Business Impact Through Digital Transformation

Technology & Data

Today’s finance organizations face significant challenges to confidently make the next best decision for their company, their team, or their customers. Data is surging, and legacy systems and tools can be inadequate at anticipating growing business complexity. Get an inside view of how Microsoft's finance organization is addressing these challenges and enabling their people to be more effective. Receive an introduction to essential—cultural and technological—lessons learned during Microsoft's digital transformation journey, and explore four essential transformation areas: financial planning and reporting, forecasting and strategy, business process automation, and risk management.

Cory Hrncirik
Group Finance Manager
Microsoft

                                                                                                                            
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Integrating a Data Thinking Framework

Technology & Data

In today’s fast-moving world, organizations do not have time for six-month research cycles and 200-page PowerPoint presentations. Keeping pace with highly networked customers requires integrating qualitative and quantitative data to generate customer insights that are both holistic and scalable. This brief workshop introduces participants to Sudden Compass's Integrated Data Thinking©, a new practice for data-first organizations to enable employees to generate actionable insights in rapid iterative cycles. Participants are led through a hands on exercise to learn the Integrated Data Thinking Framework©, a tool for navigating the difference between optimization and discovery-level work with data, and to assess where current data efforts are being invested.

Tricia Wang
Co-Founder
Sudden Compass

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

Technology & Data

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 combine 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.

Mark Cawi
President
Bakerfield Solutions

Matthew Teinert
Director of Accounting & SEC Reporting
Digital Turbine

                                                                                                                         
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The Big Win: Getting Implementation Right with FP&A Software

Technology & Data

Take a look at the FinNext exhibit floor and you’ll see no shortage of compelling FP&A software. You might even find your perfect solution. But how do you ensure a successful implementation – getting your team to use it and understanding the features and benefits to shape your company’s future? This presentation draws on original research, examples of successful implementations, a 10-point checklist and 10 questions to ask potential vendors, to prepare you for an expert implementation.

Rishi Grover
Chief Solutions Architect
Vena Solutions

Marcus Huffer
IT Senior Director of Applications and Solution Architecture
Mill Creek Residential Trust

                                                                                                                            
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