Business Forecasting and Strategic Innovation 2015 A Predictive Analytics and Competitive Intelligence Forum February 17 - 18, 2015 San Francisco, CA Collaborative Analytics and Insights Continuous Planning and Rolling Forecasts Earn up to 13 CPE Credits! Integrated Business Planning Turning Data Into a Strategy Asset Strategic Market and Competitive Intelligence Welcome to The Business Forecasting and Strategic Innovation Summit! 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 Not only do we bring together a diverse and experienced speaking faculty, we truly focus on education and networking. You will NOT find exhibit halls or software vendors pushing their services at our summits. We also aim to keep the attendee group size to a “comfortable” number with different break out session options allowing you and your team to converse and interact with other attendees and presenters and not getting “lost” in the crowd. 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 25 minute engaging “experience sessions” and also 2+ hour workshops that offer more hands-on, interactive learning. You are also able to chose any of the sessions to attend even if they are not in the same “track”. 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. www.jpk-grp.com/SFBF2015 [email protected] 858-386-0013 Summit Schedule—Day 1 February 17th, 2015 8:30am Opening Keynote: Becoming a Strategic Business Partner Building strategic partnerships with key stakeholders to become more effective leaders 9:30am Keynote: Collaborative Analytics and Insights Uniting strategy with organizational intelligence to anticipate industry change 10:30am 30 Minute Networking and Refreshment Break Financial Planning, Forecasting & Analytics Topics Demand Planning, Forecasting & Analytics Topics Market and Competitive Intelligence Insights & Innovation Topics 11:00am 11:00am 11:00am 11:00am Financial Modeling and Driver Based Planning Integrated Business Planning Competitive Intelligence Scenario Planning Framework for Assessing the Value of Competitive Intelligence Analyze and understand future trends Quantify and prove the accuracy and benefits of CI to the organization Link Financial forecasting to operational drivers and key performance indicators Leverage business planning to improve forecasting accuracy and drive decision making 11:30am 11:30am Finance Transformation and Innovation Improve forecast accuracy, reduce cost and unnecessary processes with a more streamlined approach 11:30am Features vs. Solutions: A Holistic View of the Competition S&OP Framework How to analyze and compete with the whole suite of competitive offerings instead of a single offering Align sales and operations functions to ensure customer needs are met 11:30am Building a World Class Win-Loss Program Help executives monitor the competitive landscape and trends and ensure the sales force consistently beats the competition Lunch 1:00pm Workshop: 1:00pm Workshop: Continuous Planning and Rolling Forecasts Utilize rolling forecasts to adapt to dynamic business challenges and opportunities Competitive Wargaming and Simulations Develop situational awareness of competitive position 3:30pm 15 Minute Networking and Refreshment Break 4:00pm 4:00pm 4:00pm 4:00pm Driving FP&A Through the Organization Optimizing End-To-End Demand and Supply Chain Partnerships & Collaborative Intelligence Utilizing CI to Drive Innovation Leverage financial planning and analysis to provide true business impact Ensure market, customer knowledge and events are part of the forecast Leverage competitive information through partner collaboration Applying CI early in the innovation process leading to the greatest competitive advantage 4:30pm 4:30pm 4:30pm 4:30pm Building a High Performance Finance Team and Culture Scenario Planning and S&OP Developing a High Performance Intelligence Team Applying Advanced Marketing Social Analytics Techniques into CI Create a highly adaptive team while fostering a culture of creativity and innovation Navigate through uncertainty with improved foresight and agile planning Build an advanced intelligence function leading to efficient performance Networking Reception Leverage your marketing analytics teams as a strategic source of competitive intelligence Summit Schedule—Day 2 February 18th, 2015 8:30am Opening Keynote: Macro-Economic Forecasting Identifying leading indicators in the market to spot upcoming external developments 9:30am Keynote: Turning Data Into a Strategic Asset Employ data analysis and metrics across every function in the organization by creating a data-driven culture 10:30am 30 Minute Networking and Refreshment Break Financial Planning, Forecasting & Analytics Topics Demand Planning, Forecasting & Analytics Topics Market and Competitive Intelligence Insights & Innovation Topics 11:00am 11:00am 11:00am Utilizing Finance Analytics to Drive Growth Transforming Procurement and Supply Chain with Data Analytics Intelligence Collaboration Leverage finance analytics to help strengthen decisionmaking 11:30am Build a sustainable procurement process and a robust supply chain with data analytics Connecting with executives by making content more Visible, Interactive and Provocative 11:30am Benchmarking for Improved Financial Performance 11:30am Innovative and Ethical Ways to Collect CI New Product Planning and Forecasting Identify the gray areas of CI and discuss ethical boundaries Gain insight into gaps, opportunities and areas in which your organization can focus on and improve Improve new product forecasts and reduce supply chain risks Lunch 1:00pm Workshop: 1:00pm Workshop: Continuous Planning and Rolling Forecasts Utilize rolling forecasts to adapt to dynamic business challenges and opportunities Redefining Competitive Strategy Leveraging your analysis to drive action Earn 13 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: www.learningmarket.org. Program Level: Delivery Method: Prerequisites: Advanced Preparation: Recommended Field of Study: Basic Group-Live None None Finance For more information regarding administrative policies such as complaints, please contact via mail, phone or email: JPK Group LLC c/o Paul Rogers 11251 Rancho Carmel Drive #502876 San Diego, CA 92150 858-386-0013 [email protected] www.jpk-grp.com/SFBF2015 [email protected] 858-386-0013 Who Should Attend? Accounting Business Analysis & Planning Business Development Business Intelligence Business Solutions CEO CFO Competitive Intelligence Controller COO Demand Planning & Analytics Executive Director Finance & Treasury Financial Analyst Forecasting FP&A Market Analysis Market Intelligence Marketing New Product Business Analytics Predictive Modeling Product Management S&OP Demand/Planning Sales Operations & Business Intelligence Strategic Initiatives Strategic Marketing Strategy & Operations Supply Chain And others! Past Attendee Organizations Abbott Laboratories Adidas Advance Auto Alcoa Allstate Insurance Company Amgen BP Bose Capital One Bank CBS Interactive Chevron Chiquita Cisco Citrix Clorox Coca-Cola Del Monte Foods Dr. Pepper Snapple Group DuPont eBay Experian FedEx Services Ghirardelli Guitar Center Hallmark Cards, Inc. Hewlett Packard Intel Intuit JcPenney JetBlue John Hancock Financial Services Johnson & Johnson Kaiser Permanente Kohler Company Lincoln Financial Masonite Mayo Clinic Microsoft Oracle Overstock PepsiCo Pfizer Philips Qualcomm Rolls-Royce Corporation Shutterfly Siemens Sony Corporation of America Target United Healthcare Whirlpool And more… Past Attendee Comments “I’ve attended 15+ SCIP/Frost & Sullivan conferences and this has been the most valuable to me. Practical and actionable” “It was great not having ‘vendors’ selling/promoting services during breaks or in speaking sessions” “Relevant topics and diverse but relatable group of speakers” “Informal dialogue and peer learnings was great!” “Ability to learn/become aware of new tools and concepts” www.jpk-grp.com [email protected] 858-386-0013 Surrounding Area San Francisco is one of the world’s most colorful cities, renowned for its blend of beautiful scenery, eclectic architecture and famous landmarks – including the Golden Gate Bridge, cable cars and Chinatown. A principal banking and finance center, it is home to more than 30 international financial institutions and ranks as the 18th most productive city in the world. Discover the sights nearby and visit Downtown Burlingame for stylish shopping, dining and entertainment. Explore the delights of San Francisco and its abundance of tourist attractions including Alcatraz Island, the Golden Gate Bridge, and the San Francisco Zoo. Enjoy a twilight cruise around San Francisco Bay or your favorite crab dish and beverage while enjoying the views of Fisherman’s Wharf. Transportation Shuttle (from San Francisco Airport): Hilton provides a FREE shuttle from the San Francisco Airport that leaves every 15 minutes. Follow the signs at the airport for hotel shuttle and board the shuttle for the Hilton SFO Bayfront. Driving: Driving south on US-101, exit on the Airport/Broadway Exit. Sharp left to stay on Airport Blvd. The hotel will be on the left. Driving north on US-101, exit on Peninsula Ave. Take the first right onto Peninsula Ave. and take the first left on Airport Blvd. Take the next right to stay on Airport Blvd. The hotel will be on the right. Parking: $5/day and $12 for overnight stay Hotel The summit will take place at: Hilton San Francisco Airport Bayfront 600 Airport Blvd Burlingame, California 94010 650-340-8500 http://www3.hilton.com/en/hotels/california/hilton-sanfrancisco-airport-bayfront-SFOAPHF/index.html 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. You may reserve your room via phone: 1-866-324-6914 (mention the JPK Group name to receive the discount) Or online at: http://www.hilton.com/en/hi/groups/personalized/S/SFOAPHFJPK-20150217/index.jhtml?WT.mc_id=POG $215/night Limited amount of discounted rooms available — Room block ends January 26th, 2015 PREVIOUS CONTRIBUTORS Joseph Mizerak – Director, Corporate Finance, Planning & Analysis at TIAA-CREF Joseph Mizerak is a Director at TIAA-CREF and leads the Hyperion Strategic Finance initiative and the Integrated Planning Process. He has also managed the Hyperion Planning and Budgeting and Oracle Profitability applications and partnered with the SAS Activity-based Costing application. Prior to joining TIAA-CREF in 2010, Joseph accumulated 16+ years of industry and consulting experience in financial and management consulting at a wide variety of large financial services clients. His extensive experience includes leadership roles at Bank of America, Computer Associates, Acorn Systems and PMG. Mr. Mizerak is also a 9 year navy veteran who served as a Radar Intercept Officer in the F-14A jet and instructed fellow officers in leadership training and development. Joseph graduated from Boston University with a Bachelors of Science degree in Business Administration. He also earned a Masters in Business Administration from the College of William and Mary. 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 worldwide. 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 2010. 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. Ed Goldfinger – Chief Financial Officer at Veracode Ed Goldfinger is a seasoned financial executive, with over 25 years of financial leadership experience. Goldfinger is currently the CFO for Veracode, a fast growing, venture-backed organization in the Boston area that provides automated web and mobile application security, delivered as a cloudbased subscription service. In this role, Goldfinger is in charge of leading and managing Veracode’s financial direction as well as providing strategic, operational and analytical insight to the business and overseeing legal, sales operations, services and investor relations. Prior to Veracode, Goldfinger was the CFO for Zipcar, the world's leading car-sharing network. While at Zipcar, he helped bring the company public and played a key role in the company’s acquisition by Avis Budget Group. Before ZipCar, Goldfinger was the CFO of Spotfire, a business intelligence and analytics software company sold to TIBCO. This followed on the heels of a successful run at Empirix, where he held the CFO and CEO positions and led the company through a period of significant growth. Earlier in his career, Goldfinger worked at KPMG and spent nine years at PepsiCo, where he was the CFO of the Latin American beverage business. He also held the CFO position at Sapient. Goldfinger is a graduate of the Wharton Undergraduate program at the University of Pennsylvania, and he was a CPA in the State of Connecticut. PREVIOUS CONTRIBUTORS James Miln — Senior Director, Finance at Yahoo! 15 years business experience in finance and operations in the consumer goods, marketing and internet industries. At multiple levels - globally and regionally and locally. Experienced finance professional, from finance re-organizations, finance line management, software implementation, sales and operations support, management and financial accounting. Multiple experiences of brand, product category and company strategy development and execution. Parisa Naseralavi — Director, DCT Finance Transformation Office at Cisco Parisa is a thought leader and innovative strategist, currently leading the Decision and Capability Transformation organization within Cisco’s Finance Transformation Office. Her team is chartered with delivering holistic, transformative business solutions that will enable the future state of Finance at Cisco. An increasingly sought-after and engaging speaker, she has shared her insights at multiple Finance and Industry conferences over the past several years. During her ten years at Cisco, Parisa’s exceptional reputation as a leader who delivers meaningful business results and strategic partner has earned her a high degree of confidence among her peers and associates. She has held leadership roles in Customer Advocacy, World-Wide Supply Chain Manufacturing and Customer Service and Finance. Her delivery of cutting-edge, cost saving measures in Customer Service, and leadership of the integration of 16 acquired companies earned her recognition by Cisco’s Business Operation Council for their direct impact on company profitability and performance. As a result of her work, she was asked to join the Finance Transformation office in 2010, to help develop future-facing capabilities in Finance Business Architecture, Processes and Systems. Stuart Zussman – Vice President of Finance at Nielsen Stuart Zussman is the Vice President of Finance at Nielsen, a leading global provider of information and analytics around what consumers watch and what they buy. In this role, he is responsible for all aspects of finance and accounting for the company’s mobile consumer research business. Prior to that, Stuart spent 13 years at Hewlett-Packard in a variety of finance roles including, FP&A, foreign exchange hedging, accounting operations and general accounting. Stuart earned an MBA in Finance and Accounting at the University of Chicago, and BS in Mathematics from the University of Michigan. Armaud Deshais – Vice President of Supply Chain and Quality Assurance at Redbubble Arnaud Deshais is currently the Vice President of Supply Chain and Quality Assurance at Redbubble. He has almost 20 years of global supply chain experience including Production Planning, Forecasting, S&OP, Purchasing, Partner Management, Logistics and Distribution, Vendor Managed Inventory and Consignment for a wide range of industries such as Electronics, Aerospace, Medical Devices, Biotechnologies and E-business Retail. Mr. Deshais was a Consultant Manager for CapGemini Ernst and Young Supply Chain Practice for 4 years. Mr. Deshais holds an MBA from Clemson University and is CPIM (Certified in Production and Inventory Management), CIRM Certified in Integrated Resource Management), CSCP (Certified Supply Chain Professional), C.P.M. (Certified Purchasing Manager) and is a CPSM® (Certified Professional in Supply Management®). PREVIOUS CONTRIBUTORS Bob Wood — Director Sales Planning Operations at Sony Computer Entertainment America Bob oversees Sales Planning Operations for Sony Computer Entertainment America, A.K.A PlayStation. His team is responsible for sales demand planning, category planning, sales application tools for S&OP, and sales finance operations for MDF funds. He thrives on working with partners to bring innovative ideas to market, helping bridge the Sales Operations side of SCEA together with digital and physical retail. Prior to joining team PlayStation, Bob has held various leadership roles in both buying and planning at May Company (now Macy’s) and Mervyn’s Target, where he mastered planning fundamentals. Bob holds a degree in Economics and Political Science from the University of Pittsburgh. Bernhard Klee — Director Market and Competitive Intelligence at T-Mobile US Accomplished and principled leader with significant global experience in CPG (Procter & Gamble, Unilever) and mobile telco (T-Mobile US). Recognized for effective people management and building strong internal and external relationships and teams, he excels at dealing with ambiguity and managing complex, cross-group interactions. He successfully ties long-term strategic thinking with results oriented, near-term execution and innovation. Seeking an impactful senior executive leadership opportunity within a dynamic, fast-growing, entrepreneurial company that will leverage the breadth of his business and leadership skills. Kevin Mann – Manager, Market Insights, Competitive Intelligence at IBM Kevin Mann manages IBM’s Competitive Intelligence Program focused on services competitors. Mr. Mann is a recognized expert in competitor intelligence, market segmentation, and marketing strategy development. Mr. Mann’s prior assignments have included Principal Consultant, Growth Markets; Global Market Analyst for banking and financial markets; Engagement Manager in IBM’s IT Strategy Consulting practice; and Marketing Strategist for Pervasive Computing. Mr. Mann has worked with IBM clients in more than 25 countries, including postings to Seoul and Tokyo. Mr. Mann published “Ask an Intelligent Question” a paper on competitor analysis for utilities in “Electric Perspectives.” Mr. Mann has a patent pending related to text analytics. He is listed in Marquis “Who’s Who in Finance and Industry.” Mr. Mann received an MBA from the University of Chicago in 1983, and a Bachelor of Science in 1978 from MIT. Kranti Singh – Senior Manager of Corporate Strategy at Intel Kranti is a corporate strategy and competitive intelligence specialist with over 10 years’ experience. In depth expertise in mobile/telecom business models, technology, devices, silicon, and standards. Strategy development, competitive intelligence, market research and forecasting expertise. New business development, venture capital, and startup experience. Lead investment expert for Intel Capital mobile investments with total investments of +$3B. And many, many more top contributors! SUMMIT REGISTRATION Attendee Information ____________ Attendee Name _______ Attendee Participation Rates Title Early registration and group discounts below (available until December 15th): 1 Person - $1,499 total 2 People - $2,799 total ($300 discount!) ($800 discount!) Organization ________ Email Phone ______ Additional Attendee Name _______ 4+ People - Contact Us! Title Email ______ Additional Attendee Attendee Contributor Rate If you would like to present and share a your experience with the attendees, please contact us for details. If you are chosen to contribute, we will provide you with a greatly reduced rate. Name _______ Title Email Payment Information Check/Purchase Order Credit Card _______ 5 Ways to Register: Name on Card ______ Card Number [email protected] www.jpk-grp.com/SFBF2015 By Email Online _______ Expiration Date CV2 (card verification number) _______ Billing Address _______ 888-651-9685 858-386-0013 By Phone By Fax City/State/Zip Pay By Check: Checks should be made payable to JPK Group LLC. The mailing address for checks and tax forms is: By Mail JPK Group Attn: Accts. Receivable 11251 Rancho Carmel Dr. #502876 San Diego, CA 92150 JPK Group C/O Accounts Receivable 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.
© Copyright 2021