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 forecasting and fp&a topics and discussions focused on helping the attendee achieve next generation finance.

Every year we bring together the most passionate and experienced finance and fp&a professionals to share their journey and help others elevate their role and solve organizational challenges. Everyone involved will walk away with the tools, skill-sets and knowledge to provide their organization with better analysis and forecasting. Absent from the summit are exhibit halls, vendors and sponsors. We believe that vendors, while valuable in other ways, have ulterior motives and don't provide participants with the necessary unbiased knowledge that attendees are seeking. Attendees have ample time during the summit to create meaningful dialogue with other participants. This allows the engaged participant to create a plan of action for change. This forum is truly focused on the participants.

We hope to see in at the summit!

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

View Agenda Day 1
View Agenda Day 1

Download Full Forum Agenda

7:45am Registration & Breakfast

8:15am Welcome & Opening Comments

8:30am Keynote: The RISE of the ‘Analytics Strategist’ – The Revolution Continues…

9:45am Breakout Sessions:

Track A: Continuous Planning and Rolling Forecasts

Track B: Developing a Collaborative Integrated Planning Process

Track C: Customer Behavior Artificial Intelligence Leading to Profitable Business Growth

11:00am Breakout Sessions:

Track A: Continuous Planning and Rolling Forecasts (Continued)

Track B: Machine Learning in Supply Chain – the Challenges and the Opportunities

Track C: Data Monetization

12:00pm Lunch

1:00pm Breakout Sessions:

Track A: The Collaborative Budgeting Process

Track B: Bringing S&OP Home

Track C: TBD

2:15pm Breakout Sessions:

Track A: Next Generation Finance – Analytics Roadmap

Track B: A Practical Demand Planning Segmentation

Track C: Developing a Successful Data Integration Strategy

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-C
12:00pm Lunch
1:00pm:  General Sessions/Workshops Track A-C
2:15pm:  General Sessions/Workshops Track A-B
3:15pm:  Adjourn

View Agenda Day 2
Download Full Forum Agenda

7:45am Registration & Breakfast

8:15am Welcome & Opening Comments

8:30am Keynote: Lessons in Analytics and Forecasting from the Analytics Frontier

9:45am Keynote: Elevating Teams In Strategy Execution

11:00am Breakout Sessions:

Track A: Building a High-Performing Finance Team

Track B: Align and Manage Demand for New Products

Track C: Empowering Users with Self Service Business Intelligence

12:00am Lunch

1:00pm Breakout Sessions:

Track A: Transforming Finance: Leveraging Analytics and Intelligence

Track B: 360 Degree Supply Chain Visibility with Data Analytics

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

2:15pm Breakout Sessions:

Track A: Beyond Data Visualization: The Power of Data Storytelling

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

3:15pm Adjourn

Convince Your Boss Flyer

Download

Letter to Boss

Download

Post Summit Report

Download

Michael Devinoff

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

Sid Ghatak

Managing Director
1Rivet

Gary Angel

CEO
Digital Mortar

Keith Davidson

President
Silverbridge Consulting

Juan Porter

Chief Solutions Officer
Archetype Consulting

Arik Johnson

Founder and Chairman
Aurora WDC

Abhinav Mangal

Director - Analytics & Insights
PayPal

James Myers

Global Finance Executive and Finance Transformation Consultant
FP&A Strategy Consulting

Shashi Kiran

Business Planning & Analytics - (Retail Business Unit)
Western Digital

John Harkavy

VP Global Finance
Jelly Belly Candy Company

Prashant Gupta

Principal Data Scientist @ Customer Excellence - Cisco Central Planning
Cisco

Vasu Cherlopalle

Vice President of Big Data and Analytics
PubMatic

Jesper Sorensen

Co-Founder
Finance Analytics Institute

Robert Zwerling

Managing Director
Aurora Predictions

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.