Educational Breakouts

FinNext 2018 Breakout Sessions

Adding Predictive Modeling to your Forecasting Process

AI & the Future Impact on FP&A

Business Partnering: Developing the Mindset of a Strategic Partner

Cost Planning: Innovations for Integrated Business Planning

Data Visualization: The Four All-Important Questions We Often Forget to Ask Ourselves

Financial Modeling On the Cloud: Defying Gravity to Gravitate Towards the Clouds

Follow the Yellow Brick Road: Establishing a Finance Transformation Roadmap

Getting the Band Together: How to Find (and Keep) FP&A Rockstars

> Leveraging Prescriptive Analytics to Close Complexity Gaps

Presenting Complex Data Analysis to Executives & Boards

Using Online Data and Social Analytics to Drive Better Decision-Making

Volatility is the New Normal

Check out the full list of Learning Styles that will be featured at the event.

Adding Predictive Modeling to your Forecasting Process

Thought Leadership

Companies that are deciding whether to add predictive analytics to their forecasting process must also consider questions such as where should the process start; how should it be incorporated into the current process; and which pieces of the process does it replace? The answer depends on the organization and its data. Attendees of this session will walk away with strategies to help their organization begin the journey of adding predictive analytics to their forecasting processes.

Speaker:
Alex Ladd

Senior Partner
MindStream Analytics

Karl Appleby
Director of Content Management and Advanced Analytics
Bayer Healthcare                                                                                                                             
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AI & the Future Impact on FP&A

Thought Leadership

In the short and long term, the impact of AI and machine on FP&A is expected to be transforming. Companies will see faster financial/non-financial data delivery, higher team efficiency to open the way for more focus strategies and partnerships. This session provides an overview of machine learning, artificial intelligence and key technologies impacting the FP&A practice. Additionally, attendees gain an understanding of the trends and factors affecting the execution of AI and machine learning in their organizations.

Speaker:
Christopher E. Ortega

Senior Finance Manager
Emarsys North America                                                                                                                           
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Business Partnering: Developing the Mindset of a Strategic Partner

Case Study

Successful business partnering is about having the right mindset - understanding how to move away from being the traditional trusted scorekeeper to a strategic partner. While the trusted scorekeeper performs the traditional FP&A tasks such as reporting, variance analysis, and budget setting, the strategic partner understands how to add value to the organization by presenting actionable insight, which subsequently influences decision makers and impacts the strategic direction of the company. Attend this session for a discussion of what it takes to master these skills and become a true strategic partner.

Speaker:
Jesper Hybholt Sorensen

Senior Finance Director
Oracle Corporation                                                                                                                                   
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Cost Planning: Innovations for Integrated Business Planning

Case Study

Measuring the cost and profitability of products and customers is a critical FP&A function. However, implementing and sustaining effective costing programs has long been a challenge due to cost, complexity, and the lack of alignment between costing and planning. Through the use of innovative technologies, methods, and a radical re-thinking of approaches, cost analytics can be quickly and efficiently developed and then integrated into the planning process. This session provides an overview on linking activity-based costing to planning that includes a demonstration of how this capability can be deployed as part of an integrated business planning approach.

Speakers:
Mitch Max

Founder & Partner
BetterVu

Shawn Bleimehl, FP&A

Director, Financial Planning & Analysis
ICMA Retirement Corporation                                                                                                                                              
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Data Visualization: The Four All-Important Questions We Often Forget to Ask Ourselves

Interactive Discussion

Data visualization is one of today’s hottest buzzwords in FP&A, and the conventional wisdom is that pictures and graphs always work better than tables. Not necessarily! Done poorly or thoughtlessly, graphical numbers presentations not only will fail to get your most important points across, but may cause your audience to question your professionalism and even your integrity. This interactive discussion will examine four key questions information presenters should ask themselves. The answers provide attendees with strategies for how they communicate data and suggest presentation alternatives that may be even more effective than graphs.

Speaker:
Randall Bolten

Chief Executive Officer
Lucidity                                                                                                                                                   
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Financial Modeling On The Cloud: Defying Gravity To Gravitate Towards The Clouds

Thought Leadership

A cloud based solution for your modeling needs can really change the way you view things, from the tiniest bit of data to the most complex of business problems. A cloud based solution is undeniably simple to use with several benefits but proceed with caution as it will affect the people, process and technology within your organization. This discussion provides attendees with an understanding of some of the challenges, benefits, and risks with moving the organization’s financial modeling and analysis to the cloud while also providing tactics for making the transition a successful one.

Speaker:
Kirby Lunger

Partner
Performance Architects                                                                                                                         
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Follow the Yellow Brick Road: Establishing a Finance Transformation Roadmap

Case Study

Today's business leaders and finance professionals grapple with unprecedented complexity, uncertainty, and risk; thus traditional frameworks, methods, and tools are not sufficient. For many organizations, core business processes, technology platforms, data management and organizational structures do not provide the flexibility and real-time access to information capabilities necessary to guide decisions and optimize business performance. To address these challenges, organizations need a holistic, intentional game plan that provides a clear path forward. This session introduces and illustrates the key elements of a finance transformation roadmap that demonstrates a process for crafting and then socializing a well-designed roadmap.

Speakers:
Philip Peck
Vice President Finance Transformation
Peloton Group

John Monczewski

Global Finance BI & Reporting Director
Boston Consulting Group                                                                                                                        
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Getting the Band Together: How to Find (and Keep) FP&A Rockstars

Thought Leadership

Finding and retaining high-performing FP&A practitioners is a challenge in every organization. Hear from FP&A leaders who offer proven tactics that address both ends of this dynamic issue. Attendees of this session walk away with individual and organizational techniques to better identify, hire and retain high-performing FP&A staff.

Speaker:
Jonathan Crane, FP&A
Senior Manager FP&A
Hamilton Company

Kerman Lau
Vice President of Finance
Adaptive Insights

Moderator:
Bill Myers
FP&A Content Manager
AFP                                                                                                                                   
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Leveraging Prescriptive Analytics to Close Complexity Gaps

Case Study

In simple terms, prescriptive analytics is a mature form of driver-based planning. When embedded into financial processes, it enables 4 incremental capabilities that result in vast improvements to rolling forecasts, scenario planning, integrated business planning, tax planning, and profit, cash flow, FX exposure forecasting. Collectively, these capabilities enable effective complexity management - a business competency that can improve profits by 3% to 5% of sales. In this session, learn about the nature of prescriptive analytics and how the processes it enables can play a pivotal role in transforming finance into more effective business partners that drive strategy execution and profitable growth.

Dean Sorensen
Founder
IBP Collaborative

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Presenting Complex Data Analysis to Executives & Boards

Thought Leadership

While FP&A practitioners are adept at producing quality data, they are challenged with finding the most effective way to clearly convey key findings and insights to decision makers, executives, and boards.  Attend this session to learn how to use simplified and concise reports, select relevant information important to your audience, and formatting to eliminate confusion, save time and be a better, more effective business partner.

Speaker:
Peter Geiler, FP&A

Fiscal Director
Child, Family and Community Services

Bruce Phyper
Finance Practice Director
Pacific Information Engineering
                                                                                                                                     
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Using Online Data and Social Analytics to Drive Better Decision-Making

Case Study

By capturing a wide variety of new information from across the internet, including news and social media, and analyzing the data alongside internal company metrics, decision makers can uncover critical insights that lead to success. Utilizing real world case studies, attendees of this session learn tactics for leveraging new types of data to ask critical questions that lead to real-time insights and ultimately drive better decision making.

Speakers:
Freddy Mini

Chief Executive Officer
Netvibes   

Odile Roujol
Advisor in Residence
Nextworld Capital                                                                                                                                            
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Volatility is the New Normal

Expert Panel

Volatility is the new normal in all spheres of the FP&A profession which presents a unique set of challenges for planning professionals. Forecasting for periods of volatility, setting reasonable planning targets, and trying to determine what a “good” forecast really is are just some of the issues practitioners face. Attend this interactive expert discussion and walk away with tangible tactics and strategies to support the accuracy and sustainability of your forecasts in this volatile world.

Speakers:
Bryan Lapidus, FP&A

CFO Advisory
Allegiance Advisory Group

Saumya Mohan
Americas Region Treasurer
Tesla, Inc.

Michael Lee High, FP&A
FP&A Director - Deepwater
Royal Dutch Shell   

Craig Anderson
Senior Manager, Financial Planning & Analysis
Tunein                                                                                                                 
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