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

View Full Agenda Day 1
View Full Agenda Day 1

Download Full Agenda

8:30am Opening Keynote:

The Revolution of Forecasting

9:45am Track A:

Next Generation Finance – Finance as a Strategic Business Partner

9:45am Track B:

Data Governance: Creating Value from your Data

11:00am Track A:

Transforming Finance: Leveraging Analytics and Intelligence

11:00am Track B:

Data Monetization

12:00pm Lunch

1:00pm Track A: Continuous Planning and Rolling Forecasts

1:00pm Track B:

Empowering Users with Self Service Business Intelligence

 

2:15pm Track A:

Continuous Planning and Rolling Forecasts (Continued)

2:15pm Track B:

Utilizing Predictive Analytics to Identify Business Drivers

3:30pm Closing Keynote:

Collaborative Forecasting and Insights

5:00pm Networking Reception

8:30am General Sessions Tracks A-B | 9:45am General Sessions Tracks A-B
11:00am General Sessions Track A
12:00pm Lunch
1:00pm General Sessions Tracks A-B | 2:15pm General Sessions Tracks A-B
3:30pm  General Sessions Tracks A-B 
4:30pm Adjourn

View Full Agenda Day 2
View Full Agenda Day 2

Download Full Agenda

8:30am Track A:

The Experience Matters

8:30am Track B:

Competitive Wargaming and Simulations Workshop

 9:45am (choose from 2 sessions)

Transform or Stand to be Disrupted 9:45am Track B:

Competitive Wargaming and Simulations Workshop

11:00am Track A:

12:00pm Lunch

1:00pm Track A: Streamlining Financial Processes through Automation Workshop

1:00pm Track B:

In-Depth Workshop: A Practical Demand Planning Segmentation Workshop (Continued)

2:15pm Track A:

Streamlining Financial Processes through Automation Workshop (Continued)

2:15pm Track B:

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

3:30pm Track A:

Developing a Collaborative Integrated Planning Process

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
Parking at the venue:
From the San Francisco Airport:

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