FinNext 2018 Breakout Sessions
Check out the full list of Learning Styles that will be featured at the event.
Adding Predictive Modeling to your Forecasting Process
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.
Director of Content Management and Advanced Analytics
AI & the Future Impact on FP&A
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.
Christopher E. Ortega
Senior Finance Manager
Emarsys North America
Business Partnering: Developing the Mindset of a Strategic Partner
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.
Jesper Hybholt Sorensen
Senior Finance Director
Cost Planning: Innovations for Integrated Business Planning
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.
Founder & Partner
Shawn Bleimehl, FP&A
Director, Financial Planning & Analysis
ICMA Retirement Corporation
Data Visualization: The Four All-Important Questions We Often Forget to Ask Ourselves
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.
Chief Executive Officer
Financial Modeling On The Cloud: Defying Gravity To Gravitate Towards The Clouds
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.
Follow the Yellow Brick Road: Establishing a Finance Transformation Roadmap
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.
Vice President Finance Transformation
Global Finance BI & Reporting Director
Boston Consulting Group
Getting the Band Together: How to Find (and Keep) FP&A Rockstars
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.
Jonathan Crane, FP&A
Senior Manager FP&A
Vice President of Finance
FP&A Content Manager
Leveraging Prescriptive Analytics to Close Complexity Gaps
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.
Presenting Complex Data Analysis to Executives & Boards
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.
Peter Geiler, FP&A
Child, Family and Community Services
Finance Practice Director
Pacific Information Engineering
Using Online Data and Social Analytics to Drive Better Decision-Making
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.
Chief Executive Officer
Advisor in Residence
Volatility is the New Normal
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.
Bryan Lapidus, FP&A
Allegiance Advisory Group
Americas Region Treasurer
Michael Lee High, FP&A
FP&A Director - Deepwater
Royal Dutch Shell
Senior Manager, Financial Planning & Analysis