Business Forecasting and Strategic Innovation 2015

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
Integrated Business Planning
Turning Data Into a Strategy Asset
Strategic Market and Competitive Intelligence
Welcome to The Business Forecasting and Strategic Innovation Summit!
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.
[email protected]
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
Financial Modeling and Driver
Based Planning
Integrated Business Planning
Competitive Intelligence Scenario
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
Finance Transformation and
Improve forecast accuracy, reduce cost and
unnecessary processes with a more
streamlined approach
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
Building a World Class Win-Loss
Help executives monitor the competitive
landscape and trends and ensure the sales
force consistently beats the competition
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
Driving FP&A Through the
Optimizing End-To-End Demand and
Supply Chain
Partnerships & Collaborative
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
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
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
Utilizing Finance Analytics to Drive Growth
Transforming Procurement and Supply Chain with
Data Analytics
Intelligence Collaboration
Leverage finance analytics to help strengthen decisionmaking
Build a sustainable procurement process and a robust supply
chain with data analytics
Connecting with executives by making content more Visible,
Interactive and Provocative
Benchmarking for Improved Financial
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
1:00pm Workshop:
1:00pm Workshop:
Continuous Planning and Rolling Forecasts
Utilize rolling forecasts to adapt to dynamic business challenges and
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:
Program Level:
Delivery Method:
Advanced Preparation:
Recommended Field of Study:
For more information regarding administrative policies such as complaints, please contact via mail, phone or email:
c/o Paul Rogers
11251 Rancho Carmel Drive #502876
San Diego, CA 92150
[email protected]
[email protected]
Who Should Attend?
Business Analysis & Planning
Business Development
Business Intelligence
Business Solutions
Competitive Intelligence
Demand Planning & Analytics
Executive Director
Finance & Treasury
Financial Analyst
Market Analysis
Market Intelligence
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
Advance Auto
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…
Past Attendee Comments
“I’ve attended 15+ SCIP/Frost & Sullivan conferences and
this has been the most valuable to me. Practical and
“It was great not having ‘vendors’ selling/promoting
services during breaks or in speaking sessions”
“Relevant topics and diverse but relatable group of
“Informal dialogue and peer learnings was great!”
“Ability to learn/become aware of new tools and
[email protected]
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.
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 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.
$5/day and $12 for overnight stay
The summit will take place at:
Hilton San Francisco Airport Bayfront
600 Airport Blvd
Burlingame, California 94010
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:
Limited amount of discounted rooms available —
Room block ends January 26th, 2015
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.
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
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
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®).
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
And many, many more top contributors!
Attendee Information
Attendee Name
Attendee Participation Rates
Early registration and group discounts below (available until
December 15th):
1 Person - $1,499 total
2 People - $2,799 total
($300 discount!)
($800 discount!)
Additional Attendee
4+ People - Contact Us!
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.
Payment Information
Check/Purchase Order
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5 Ways to Register:
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[email protected]
By Email
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Pay By Check:
Checks should be made payable to JPK Group LLC. The mailing address for checks and tax forms is:
By Mail
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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.