The Transformation Journey Learning Week

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Automation. Networked and connected systems. Predictive and prescriptive analysis. Good data. Technology enables new capabilities for individuals and teams to apply to financial analyses and processes. The Transformation Journey Learning Week showcases Live Webinars and On-Demand Sessions revolving around these ideas.

This FinNext Learning Week is sponsored by:
Workiva Learning Week LOGO JPEG

Learn more about Workiva's offerings here.

Live Webinars

On-Demand

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

Digital Warriors: How Verizon Supercharged its Digital Transformation Program

Recipe for Success: FP&A’s Role in Leading Digital Transformation at National Restaurant Association
FinNext 2020 Tech Challenge

Technology Transformation Journey: How An Investment in Finance Helped Navigate a Crisis

Live Webinars

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

Credits: 1.2 CTP/CCM | 1.2 FP&A | 1.2 CPE in the Information Technology Field of Study
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.

Learning Objectives:

  • Learn how FP&A can lead the organization through a multi-phase enterprise digital transformation effort that balances corporate objectives with unique operation business considerations
  • Discover tips, tricks, and lessons learned from navigating a complex de-centralized organizational environment filled with competing priorities, different points of view, and traditional legacy mindsets

Jon Levy
Head of FP&A
Nucor Corp

Philip Peck
Vice President of Finance Transformation
Peloton Group

This webinar took place on Tuesday, April 14.

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Digital Warriors: How Verizon Supercharged its Digital Transformation Program

Credits: 1.2 CTP/CCM | 1.2 FP&A | 1.2 CPE in the Information Technology Field of Study
A technology journey is more than a new planning system or ERP; it is a cultural change that moves an organization forward by changing the mindset and upskilling the individuals on the team. Last year, Verizon piloted the “Digital Warriors” program to encourage its leading edge tech-savvy finance professionals to seek out and deploy advanced solutions to common challenges. Verizon Finance established a structure for the distributed experimentation of new tools and methods. This session explains the program structure, first year results and plans for the future to provide attendees a roadmap for digitally enhancing their finance organizations and shares two case studies of projects initiated by Verizon’s finance team.

Learning Objectives:

  • Learn a framework for implementing higher level, forward-thinking finance strategy through data collection, cleaning and analyses
  • Learn common challenges in becoming a data-driven company, and how to overcome them
  • Learn how to finance and operations build a sustainable partnership that included integrated data and processes

Jeff Altman
Executive Director, Finance Leadership Development
Verizon

Joseph Regenstein IV
FP&A Manager
Verizon

This webinar took place on Wednesday, April 15.

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

Credits: 1.2 CTP/CCM | 1.2 FP&A | 1.2 CPE in the Information Technology Field of Study
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.

Learning Objectives:

  • Discover the business partnering “playbook”, essential skills, and tactical tips & tricks required for effective change management and solution adoption
  • Explore the critical seven lessons learned navigating a complex, highly interdependent organizational environment with competing priorities, different points of view, and traditional legacy mindsets

Eric Ellis
Vice President Finance & Strategy
National Restaurant Association

Philip Peck
Vice President Finance Transformation
Peloton Group

This webinar took place on Thursday, April 16.

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On-Demand Session

FinNext 2020 Tech Challenge

The FinNext 2020 Tech Challenge asks different planning solution providers respond to the same case study. This allows the finance community to view, learn about and compare various planning tools under similar conditions. In the first round case study, 10 solution providers showed how they would help a fictitious FP&A team understand their product strengths and weaknesses, and develop a sales forecast for their products through data exploration, visualization, analysis and forecasting. You can view those solutions here.

FP&A practitioners voted for their favorite solutions and four finalists were selected to present a second case study focused on growth opportunities: Jedox, Workiva, Unit4 and Peloton.

View The Challenge Here


Technology Transformation Journey: How An Investment in Finance Helped Navigate a Crisis

Credits: 1.2 CTP/CCM | 1.2 FP&A
Priority Ambulance’s EMTs, paramedics, nurses and support teams deliver exceptional patient care and customer service to nearly 500,000 patients annually. A little over a year ago, Priority Ambulance was trying to “hack its way” out of a thicket of Excel spreadsheets; today they are realizing the power of their transformed forecast in delivering analytics to the business in unanticipated ways. This case study, interview style session explores the elements of their journey and demonstrate how their investments enabled FP&A to guide the organization through the COVID-19 crisis, and how critical the right tools are for FP&A to perform at a high-level.

Andrew Bigler
VP, Finance
Priority Ambulance

Mitch Max
Partner
BetterVu

PJ Wynne
Sr. Financial Analyst, FP&A
Priority Ambulance

AFP Members: Complimentary | Non-AFP Members: $100

Members: Complimentary     Non-AFP Members: $100

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Thanks again to this week's sponsor, Workiva. Watch the video below to learn more about their offerings.