About the Summit

The traditional finance function has undergone significant change over the past few years and has evolved towards that of a strategic partner. Finance is no longer focusing only on traditional reporting and cost reduction, but streamlining the tradition roles and providing value-added analysis to the business to uncover key areas of competitive advantage. This summit offers a unique blend of pertinent and timely finance topics and discussions focused on 5 main themes to help you achieve the next generation of finance:
  • Finance as a Strategic Business Partner and Leader
  • Building the Multifaceted Finance Team
  • The Journey of Finance Transformation
  • Data and Analytics Strategy – Data Quality, Governance and Visualization
  • Continuous Planning and Rolling Forecasts
Attend this summit and walk away with real, concrete and actionable solutions while expanding your professional skill sets. Attendees from a wide range of industries and functional backgrounds make it a goal to attend every year. This broad makeup provides exceptional networking opportunities to enhance attendees’ experience at the event. The high level of attendee/speaker collaboration and engagement at the summit truly makes this a unique and favorable offering.

WHEN:
March 25-26, 2019

WHERE:
San Francisco, CA

Who Should Attend?

The Financial Forecasting and Transformation Summit is also part of our flagship Business Forecasting and Analytics Forum consisting of 3 focused tracks. If you register for this summit, you are able to attend any session that you wish within the forum giving you more choices to consider!

Can't Make This Summit?

Or have interest in other Events?

8:30am: Opening Keynote
9:45am: General Sessions/Workshops Tracks A-B
11:00am: General Sessions/Workshops Tracks A-B
12:00pm: Lunch
1:00pm: General Sessions/Workshops Tracks A-B
2:15pm: General Sessions/Workshops Tracks A-B
3:30pm: Closing Keynote
5:00pm: Networking Reception

View Full Agenda Day 1
View Agenda Day 1

Download Full Agenda

8:30am Opening Keynote:

The Revolution of Forecasting

9:45am Track A:

Continuous Planning and Rolling Forecasts

9:45am Track B:

Empowering Users with Self Service Business Intelligence

11:00am Track A:

Continuous Planning and Rolling Forecasts (Continued)

11:00am Track B:

Utilizing Predictive Analytics to Identify Business Drivers

12:00pm Lunch

1:00pm Track A:

Next Generation Finance

1:00pm Track B:

Data Monetization

 2:15pm Track A:

Finance as a Strategic Business Partner

2:15pm Track B:

Data Governance: Creating Value from your Data

3:30pm Closing Keynote:

Collaborative Forecasting and Insights

5:00pm Networking Reception

8:30am: Opening Keynote
9:45am: Keynote
11:00am: General Sessions/Workshops Track A-B
12:00pm Lunch
1:00pm:  General Sessions/Workshops Track A-B
2:15pm:  General Sessions/Workshops Track A-B
3:30pm:  General Sessions/Workshops Track A-B
4:30pm: Adjourn

View Full Agenda Day 2
View Agenda Day 2

Download Full Agenda

8:30am Keynote:

Lessons in Analytics and Forecasting from the Analytics Frontier

9:45am Keynote:

Elevating Teams In Strategy Execution

 11:00am (choose from 2 sessions)

Building a High-Performing Finance Team

11:00am Track B:

Beyond Data Visualization: The Power of Data Storytelling

12:00pm Lunch

1:00pm Track A:

Financial Modeling and Driver Based Planning

1:00pm Track B:

Anticipate Customers’ Future Behavior with Predictive Analytics

2:15pm Track A:

FP&A: Creating Value Through Insight

2:15pm Track B:

Forecasting and Analytics: From Momentum Techniques to Bottom-up Models

3:30pm Track A:

Benchmarking for Improved Financial Performance

3:30pm Track B:

Forecasting and Analytics: From Momentum Techniques to Bottom-up Models (Continued)

4:30pm Adjourn

Tim McKean

Vice President Finance and CFO
Morton Salt

Joe Nagel

Director, Finance Transformation
CF Industries

Dan Kardatzke

President & CFO
Soltice

Michael Devinoff

Vice President – Head of Enterprise Forecasting & Strategy Analytics
Bristol-Myers Squibb

Sid Ghatak

Managing Director
1Rivet

Roy Barnes

President
Blue Space Consulting

Gary Angel

CEO
Digital Mortar

Scott Mygind

Director of Financial Planning & Analysis
Glencoe Capital

Keith Davidson

Vice President of Finance at ICS
an AmerisourceBergen Company

Juan Porter

President and Founder
TopDown Consulting

Arik Johnson

Founder and Chairman
Aurora WDC

Mahendra Pattni

Head of Finance, G&A Functions, Capital Management & Corporate Governance
Shire Pharmaceuticals

Steve Moyal

Director Finance Analytics
Shire

Matthew Hagen

VP of Finance Operations / Global Pricing
Monster.com

Mark Coleman

Director, Advanced Analytics
Carbonite

Matt Taylor

Director, Corporate Finance
National Grid

Patrick Brickley

VP of Finance
Everbridge

Hilton San Francisco Airport Bayfront
600 Airport Blvd.
Burlingame, CA 94010
650-340-8500

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.

$219/night – Limited amount of discounted rooms available
*Room block expires March 3, 2019

Reserve Your Room Now
Parking at the venue:
The hotel has a parking garage on site. $10/day per night and $5 per day for day parking.
From San Francisco International Airport

Hilton provides a FREE shuttle from the San Francisco International Airport that leaves every 15 minutes. Follow the signs at the airport for hotel shuttle and board the shuttle for the Hilton SFO Bayfront.

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