The Financial Forecasting, Planning and Analytics Summit June 11

Earn up to 15 CPE
The Financial Forecasting,
Planning and Analytics
June 11-12, 2015
Chicago, IL
Continuous Planning and Rolling Forecasts
Financial Modeling and Driver Based Planning
[email protected]
Driving FP&A Through the Organization
Utilizing Finance Analytics to Drive Growth
Building a High Performance Finance Team
This attendee focused summit is a unique blend of analytics,
FP&A, forecasting and competitive and market intelligence that is
unmatched in the industry.
Why should you attend We bring together a diverse and experienced speaking faculty and high
level attendees—simply put, the right people in the room focusing on
education and networking. You will NOT find exhibit halls or software
vendors pushing their services at our summits. The agenda allows you
to choose between multiple break out session options so you and your
team can converse and interact with other attendees and presenters.
By attending, you and your group will walk away with invaluableactionable examples, insights and connections that will help you tackle
challenges in your current role.
Unique format We understand not everyone learns at the same pace or delivery
method. Our learning sessions range from 1 hour keynote sessions, to 2
hour workshops and 90 minute panel sessions that offer more handson, interactive learning. The panel sessions are designed to help each
attendee get the absolute most out of the other attendees and
What is included Along with the excellent learning and networking opportunities, your
tuition fee covers CPE credits, a full, hearty breakfast, lunch, snacks and
refreshments for both days. Also, stay after the last session on day 1 for
our networking reception and enjoy drinks on us while you network
with your peers.
Who Should Attend?
Budget & Financial Analyst
Corporate Forecasting
Corporate Strategy Manager
Director of Financial Reporting,
Budgeting and Analysis
Director of Forecasting and
Revenue Analytics
Director, Corporate FP&A
Director, Financial Reporting/
Finance Manager
Forecast Manager
Forecasting & Planning Analyst
Head of Financial Planning and
Lead Financial Analyst,
Strategic Development
Manager, Budgeting &
Operations Finance Manager
Project Manager, Finance
Sales Forecasting & Budgeting
Senior Economist
Senior Financial Analyst
Sr. Finance Manager
Sr. Manager, Financial
Planning & Analysis
Vice President - Financial
Analysis and Budget
Vice President for Business &
Vice President of Finance &
Vice President, Corporate
Planning & Allocation
VP, Business Finance
VP, Finance
And others!
Past Attendee Organizations
Abbott Laboratories
Advance Auto
Alcoa Inc
Allstate Insurance Company
Capital One Bank
CBS Interactive
Del Monte Foods
Dr Pepper Snapple Group
FedEx Services
Guitar Center
Hallmark Cards, Inc.
Hewlett Packard
John Hancock Financial Services
Johnson & Johnson
Kaiser Permanente
Kohler Company
Lincoln Financial
Mayo Clinic
Rolls-Royce Corporation
Sony Corporation of America
United Healthcare
And more…
Quick Glance Summit Schedule
Thursday, June 11th, 2015
7:45am Registration and Breakfast
8:15am Welcome and Opening Comments
8:30am Opening Keynote:
Collaborative Analytics and Insights
Uniting strategy with organizational intelligence to anticipate industry change
9:45am Keynote:
Macro-Economic Forecasting
Identifying leading indicators in the market to spot upcoming external developments
10:45am 15 Minute Networking and Refreshment Break
Building a High Performance Finance Team and Culture
Create a highly adaptive team while fostering a culture of creativity and innovation
12:00pm Lunch
Finance Transformation and Innovation
Improve forecast accuracy, reduce cost and unnecessary processes with a more streamlined approach
Driving FP&A Through the Organization
Leverage financial planning and analysis to provide true business impact
3:15pm 15 Minute Networking and Refreshment Break
Interactive Panel Session
Interactive Panel Session — Financial Forecasting, Planning and Analytics
Join other attendees and presenters in this unique forum to work together to solve actual financial forecasting issues
5:00pm Networking Reception
Quick Glance Summit Schedule
Friday, June 12th, 2015
7:45am Registration and Breakfast
8:15am Welcome and Opening Comments
8:30am Opening Keynote:
Turning Data Into a Strategic Asset
Employ data analysis and metrics across every function in the organization by creating a data-driven culture
9:45am Keynote:
Becoming a Strategic Business Partner
Building strategic partnerships with key stakeholders to become more effective leaders
10:45am 15 Minute Networking and Refreshment Break
Financial Modeling and Driver Based Planning
Link Financial forecasting to operational drivers and key performance indicators
12:00pm Lunch
Benchmarking for Improved Financial Performance
Gain insight into gaps, opportunities and areas in which your organization can focus on and improve
2:00am 15 Minute Networking and Refreshment Break
2:15pm Workshop:
Continuous Planning and Rolling Forecasts
Utilize rolling forecasts to adapt to dynamic business challenges and opportunities
4:15pm Adjourn
Earn 15 CPE Credits
JPK Group LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE
Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the
National Registry of CPE Sponsors through its website:
For more information regarding administrative policies such as
Program Level:
complaints, please contact via mail, phone or email:
Delivery Method:
c/o Paul Rogers
Advanced Preparation:
11251 Rancho Carmel Drive #502876
Recommended Field of Study: Finance
San Diego, CA 92150
[email protected]
Erin Lavelle – SVP Finance at Mesirow Financial
Erin Lavelle, MBA, FP&A, is Senior Vice President – Finance for Mesirow Financial, a financial services
company headquartered in Chicago, Illinois. In this role, she oversees Financial Planning & Analysis,
External & Internal Management Reporting and Business Intelligence as well as Payroll and Treasury
operations. Additional firmwide responsibilities include: acquisition/disposition analysis, product/
client risk exposure, incentive program design, compensation reporting and offer letter review. Ms.
Lavelle was recently selected into the pilot Mesirow Financial Professional Development program,
which was launched to identify and prepare the next generation of leaders at the firm and actively
participates on intradepartmental committees such as Mesirow Financial WomenConnect Associate
Formerly, she was Vice President of Portfolio Management – Auto Group with ABN AMRO Bank, N.V.
and held various financial positions in her six + years with GE Capital Services, Inc. Ms. Lavelle
received her MBA in International Business, with honors, from Kellstadt Graduate School of Business,
DePaul University, and her BBA in Finance/Business Economics from the University of Notre Dame. In
2014, she was in the inaugural class receiving the newly created FP&A certification and participates in
design and review for future exams.
For over 10 years she has been asked to speak about budgeting and planning best practices for
various Associations. She has been quoted in publications such as Wall Street & Technology
Magazine, on CFO.COM and in Business Finance Magazine among others. She also published in the
Secured Lender; “Defining the Risk in Healthcare Receivables.”
Johannes (Hannes) Hunschofsky – Executive VP Global Operations at Hoerbiger
Hannes Hunschofsky is Executive Vice President Global Operations in charge of the Business Division
Production of HOERBIGER Compression Technology Holding. In this position he is overseeing the
Global Operations of all twelve of HOERBIGER Compression Technology production plants in Asia,
Europe and the Americas, generating a production output of 320M Euro with 2,100 employees
Hannes joined HOERBIGER in 1999 and has more than 30 years of experience in leadership positions
in the Oil, Gas and Energy Markets both in Europe and the United States, with companies like GE
Jenbacher (former Jenbacher Energiesysteme AG) and August Storm.
Hannes is an active Board of Directors member for several state and national manufacturing advocacy
organizations, including the National Association of Manufacturers (NAM) in Washington, DC. Florida
Governor Rick Scott appointed Hannes as a member of the Florida Economic Development Team in
Hannes earned his B.Sc. in Industrial Engineering and Operations Management from the National
Polytechnic Institute in Innsbruck, Austria in 1980 and his MBA in Entrepreneurship and Marketing
from the University of Innsbruck in Innsbruck, Austria in 1987.
[email protected] 858-386-0013
Juan Porter – President and Founder at TopDown Consulting
Juan Porter has over 25 years combined client, vendor, and consultant experience with Oracle Hyperion. He is a member of the Oracle Hyperion Partner Advisory Council, he is actively involved in various
Hyperion user groups, he has served as the chair of Hyperion’s National Steering Committee, and he
has led many Hyperion enhancement committees.
Juan is the president and founder of a leading nationwide consulting firm, which serves over 400 of
the Global 2000’s largest and best performing companies. Industry analysts, editors, and authors frequently seek his expertise on the future direction of EPM, current Hyperion releases, as well as insight
into strategic and practical ways to solve business problems. Juan has authored articles for publications such as, CIO Insight, and Enterprise Applications. He is the Chairman of the
OAUG Hyperion SIG and is also a regular presenter for OAUG, ODTUG and other industry groups.
Anoop Tiwari – Senior Director, Strategy and Business Development at
Anoop Tiwari is Senior Director, Strategy and Business Development at where his team
focuses on long-term strategic planning, partnerships & alliances, M&A, competitive intelligence, and
internal research & analytics projects. Anoop completed MBA from Purdue University in 2005 and
prior to that, he worked in technology sales and business development in India. Anoop is a proud
technology & analytics geek and gets excited about its potential impact on business and delivering
value to customers and making things better. Anoop is passionate about internet and its impact on
business & society. Anoop has been active in working groups of various trade associations, sits on
advisory boards for a few start-ups, and supports a non-profit focused on children’s education. When
schedule permits, he enjoys reading, sketching, and poetry. Anoop lives in western suburb of Chicago
with wife who is a floral designer and four year old daughter who keeps them both very busy.
Rishi Potdar – Director, International Finance at Gogo Air
Senior strategy, finance and operations leader with 13+ years experience spanning the industry and
management consulting. Experienced in leveraging financial and operational techniques to drive strategic, operational and organizational change and create essential advantage for fortune 500 companies. Global experience in the U.S., Europe and Asia.
Partnered with senior executives to drive strategic decision-making through data-driven insights and
actionable recommendations. Managed C-level relationships and presented to senior executives and
the C-suite. Drove business development efforts and sold consulting engagements. Mentored junior
[email protected] 858-386-0013
Alan Anderson – Director of FP&A at Experian Marketing Services
Alan is currently the Director of FP&A for Experian Marketing Services where he actively seeks and
delivers on finance efficiencies rather than organizational expansion to free up capacity for value-add
decision support. Prior to joining Experian as a Commercial Finance Manager on strategic initiatives
he developed broad experience across the finance function at Siemens Healthcare with roles in
Treasury, Corporate FP&A, and BU Finance. This 360° view of the finance function has created
opportunities for Alan to more easily identify finance process efficiencies, optimal organization design
as well as understand the ancillary costs and benefits of finance initiatives across a broad set of
stakeholders. Alan also holds an MBA from The University of Chicago Booth School of Business and
enjoys spending time with his wife and three children.
Brian McGill — Senior Principal Finance Manager at WMS Gaming
Brian McGill has over 15 years’ experience within various industries. Brian is currently leading the
WMS FP&A team, as it continues to integrate with Bally after a recent acquisition. Prior to WMs
Brian was the corporate controller of Millennium Pharmacy Systems, A long term care pharmacy
provider. Brian was responsible for strategic management of company’s cash flow and daily
operations as Millennium positioned fora sale or merger. Brian also has additional Pharmaceutical
experience at Walgreens and Astellas Parma. Brian also spent 6 years at Sammons Financial
Group and also was an auditor at a public accounting firm for 3 years, specializing in Hedger Funds
and Non-profits.
Jeffrey Bounds – Director of Finance at McGraw-Hill
Jeffrey Bounds is the Director of Finance in McGraw-Hill Education’s Higher Education Division. In this
role, Jeffrey provides direction for the Higher Education Division financial planning and forecasting,
including the short and long term strategic financial plan development.
Jeffrey has extensive finance, administration, and engineering experience in diverse industries including manufacturing, logistics, airline, and learning science. Jeffrey has the proven ability to improve operations, drive long term profitable growth by providing insightful analysis of investments and financial results and establishing key metrics while evaluating risks and opportunities that help set and support the business strategic direction. He has been instrumental throughout his career in designing executive and management financial reporting systems structure and tailored monthly financial reporting to estimate revenue and related expenses as well as identify areas of improvement in financial
performance across diverse functional areas.
Jeffrey is a United States Army Veteran and is described as practical and decisive, yet flexible. Jeffrey
earned in B.Sc. in Mechanical Engineering from Arkansas State University in 1998 and his MBA in Finance from the University of Indianapolis in 2005.
[email protected] 858-386-0013
Kasthuri Henry – President at KasHenry Inc.
Dr. Kasthuri Henry is a financial and performance management leader with 25 years of corporate
experience and international exposure. A native of Sri Lanka, Kas earned her B.Sc. from Bangalore
University (India) majoring in Math, Computer Science and Physics. She earned her MBA from Indiana
State University (USA) with an emphasis in Finance and Decision Sciences. With a PhD from Walden
University, Minneapolis (USA), she is actively engaged in consulting, training, motivational speaking as well
as publishing through KasHenry Inc. A Six Sigma Black Belt, Kas’ experiences include CFO at Chicago
Teacher’s Pension Fund, Regional CFO at Aon Risk Services integrating US financial operations; Vice
President of Continuous Improvement for the University Division at Career Education Corporation driving
effective integration of ERM, Governance and Six-Sigma to continually improve the educational
experience/outcome of students and thereby drive strategy-focused performance improvement; Sr. VP of
Planning and Analysis at HSBC Consumer/Mortgage Lending; and global treasury consultant at Hospira Inc
integrating transactional banking across Asia-Pacific and Europe.
Kas is also a Visiting Professor at Southern Illinois University Public Sector Management, DeVry/Keller
Graduate School of Management and North Park University. She was a member of the North Park
University MBA Advisory Board from 2006 – 2009 and currently serves on the DeVry University Advisory
Board. Kas’ contribution at Aon Risk Services and dedication to education through various institutions was
recognized by the Institute of Management Accountants, naming her the recipient of ‘Financial Executive
of the Year Award 2006’ for the Mid-America region. Kas’ professional affiliations include Governmental
Finance Officers Association (GFOA), Association of Financial Professionals (AFP), and Treasury
Management Association of Chicago (TMAC); Civic affiliations include the Lion’s Club and Habitat for
Humanity. A Phi Theta Kappa Leadership Honor Society and International Public Safety Leadership Ethics
Institute (IPSLEI) Certified Ethical Leadership instructor, she currently serves as faculty member for AFP
continuing professional education. As a member of the Executive Board of I am 4 Kids, Kas strives to
facilitate the process of helping kids develop empowering identities. Kas is the recipient of the National
Lybrand Award for her contribution to the financial strategy literature in recognition of her cutting edge
consulting value proposition manuscript “Financial Agents for Change”.
[email protected] 858-386-0013
Surrounding Area
The Embassy Suites Chicago Downtown hotel is located in the
heart of Chicago, putting you close to many of the city’s main
attractions. Downtown Chicago is great for walking, and there
are options for shopping and dining in every direction. Cruise
Michigan Avenue’s Magnificent Mile to find mid-range and high
-end shops. One block west is Rush Street, known for its
nightlife. Take the kids to Lincoln Park Zoo for a day of family
fun. For a more cultural experience, visit the Chicago Museum
of Contemporary Art, which includes many notable artists in its
collection. Our Chicago hotel is ideally located for both business
and leisure guests who love to explore and really experience a
Chicago-OHare International Airport
Take I-190 to I-90 East to Downtown. Exit Ohio Street. Hotel is
on left corner of State and Ohio. Airport shuttle service is operated by Airport Express from each terminal.
Distance from Hotel:17 mi.
Drive Time:45 min.
Limousine—70.00 USD
Super Shuttle—25.00 USD
Subway/Rail—2.50 USD
Taxi—50.00 USD
Chicago Midway Airport
Cicero Ave. to I-55 North. I-55 North to I-90/94 West (Dan Ryan
Expy). Exit Ohio Street. Hotel is on left corner of State & Ohio.
Airport shuttle service is operated by Airport Express from each
Distance from Hotel:11 mi.
Drive Time:45 min.
Limousine—68.00 USD
Super Shuttle—20.00 USD
Subway/Rail—2.50 USD
Taxi—40.00 USD
The summit will take place at:
Embassy Suites Chicago—
600 North State Street
Chicago, Illinois 60654
We currently have a discounted room rate for our
attendees. There is a limited amount of rooms at
the discounted rate so reserve today in order to
secure your rate.
Online Reservation:
Limited amount of discounted rooms available
—Room block ends May 12th, 2015
Attendee Participation Rates
Early registration and group discounts
below (available until May 15th):
1 Person - $1,499 total (a $300 discount!)
2 People - $2,899 total (a $700 discount!)
4+ People - Contact Us!
5 ways to register:
Attendee Information
Attendee Name
[email protected]
Additional Attendee
Additional Attendee
By Email
By Mail
JPK Group
Attn: Accts. Receivable
11251 Rancho Carmel Dr.
San Diego, CA 92150
Payment Information
Check/Purchase Order
Credit Card
Name on Card
Card Number
Expiration Date
CV2 (card verification number)
By Phone
Billing Address
By Fax
Pay By Check:
Checks should be made payable to JPK Group LLC. The mailing address for checks and tax forms is 11251 Rancho Carmel Drive #502876, San Diego, CA 92150
Cancellation/Rescheduling Policy
All cancellations made four weeks or longer from the summit’s start date will be provided a full refund or credit
toward current or future JPK Group programs. Any cancellations made within four weeks of the programs start
date will be provided with credit toward current or future JPK Group programs.
[email protected]