This attendee focused forum provides the most comprehensive forecasting curriculum on the market today. All of our summits are vendor/software-neutral allowing attendees to focus on frameworks, best practices and organizational strategy.
Our Business Forecasting and Innovation Forum is a two-day, three-track, learning and networking gathering focused on business planning by way of superior prediction capabilities. This forum is comprised of three unique areas of focus: Financial Forecasting, Product Intelligence and Innovation and Competitive Intelligence and Market Research. Attendees are given an unrivaled opportunity to learn from case studies, hands-on workshops, and best-practice sessions, presented by some of the most innovative practitioners, thought leaders and methodologists working in forecasting today.
Attendees from a wide range of industry and functional backgrounds make it a goal to attend this every year. This broad makeup provides exceptional networking opportunities to enhance attendees’ experience at the event, as well as build lasting relationships for continued learning well into the future.
Craig Fleisher – Chief Learning Officer (CLO) at Aurora WDCCraig is focused on how to enhance and lead insight-related activities in business; developing the sensemaking/-giving culture, capabilities and processes that result in superior analysis, actionable decisions and market/stakeholder success.
For more than 25 years, his thought-leading expertise has been heavily cited in leading intl. media, publications and shared globally with many associations, public bodies, think tanks, as well as top companies including, among others, 3M, Bell, BHP, CIBC, EDS, ESSO, GE, GM, IBM, J&J, Labatt, Levi Strauss, Merck, P&G and TSX.
Juan Porter – President and Founder at TopDown ConsultingJuan Porter has over 25 years combined client, vendor, and consultant experience with Oracle Hyperion. He is a member of the Oracle Hyperion Partner Advisory Council, he is actively involved in various Hyperion user groups, he has served as the chair of Hyperion’s National Steering Committee, and he has led many Hyperion enhancement committees.
Juan is the president and founder of a leading nationwide consulting firm, which serves over 400 of the Global 2000’s largest and best performing companies. Industry analysts, editors, and authors frequently seek his expertise on the future direction of EPM, current Hyperion releases, as well as insight into strategic and practical ways to solve business problems. Juan has authored articles for publications such as SearchOracle.com, CIO Insight, and Enterprise Applications. He is the Chairman of the OAUG Hyperion SIG and is also a regular presenter for OAUG, ODTUG and other industry groups.
Ed Allison – Managing Partner and Founder at Compelligence, Inc.Working to change the way companies compete and win, Ed Allison is the Managing Director and co-founder of Compelligence, Inc. a competitive, market and sales intelligence platform.
Ed previously served as a competitive team leader at Cisco Systems, Symbol Technologies, Juniper Networks and Polycom. In his most recent engagement, Ed helped Polycom, the leader in video communications, grow from a $1B to a $1.4B annual sales.
Ed Allison brings a history of front line competitive experience. He's a practitioner, not a theorist, of competitive, market, and customer intelligence leadership at large, marketing-leading technology companies. Ed developed analysis and strategy techniques as a military officer in the U.S. Army (Signal Corp) and has adopted those techniques to strategic planning and sales effectiveness.
Cynthia Cheng Correia – Managing Director of Knowledge inFormAs Managing Director of Knowledge inForm, Cynthia Cheng Correia helps professionals and organizations across industries establish and enhance their competitive and strategic intelligence capabilities through training, improving intelligence and workflow processes and practices, and applying effective tools. Her work has included helping practitioners develop expert-level intelligence research and intelligence capabilities; restructure the intelligence function; develop intelligence defense, harness knowledge management for competitive intelligence; expand information centers and marketing units into competitive intelligence functions; develop greater foresight through scenarios, issue analysis, and futures techniques; identify and overcome biases and perceptual distortions in research, analysis, and decision-making; and develop organizational culture and practices that support robust knowledge and intelligence development and applications.
Cynthia has appeared in leading publications, including Super Searchers on Competitive Intelligence (Information Today), The New York Times, and Information Outlook. The founding Editor of Intelligence Insights, she has also written numerous articles and authored the column, “In the Know,” for Competitive Intelligence Magazine for many years. She is a frequent speaker on competitive intelligence and information/knowledge-related topics, and has been featured by the Strategic & Competitive Intelligence (SCIP), Information Today, and SLA.
Cynthia is a member of the Council of Competitive Intelligence Fellows, a recipient of SCIP’s Catalyst Award (2011) and was awarded WISE Faculty of the Year (2012, 2015). She has served as the Massachusetts Chapter Chair and Co-Chair for SCIP, as well as held other leadership positions in CI associations. Cynthia teaches a graduate-level course in competitive intelligence at the Simmons College School of Library and Information Science, and she has held other instructional positions in CI and KM.
Alison Hirst – Senior Market Insights Specialist at Cigna HealthCareAlison has worked in the managed care industry specifically in the New England market for over ten years, she currently works at Cigna. She held positions at Anthem BCBS and Blue Cross Blue Shield of Massachusetts in a variety of market research, strategy, and business roles including work on projects related to Massachusetts Health Care Reform. Most recently, she supported the Healthcare Services practice at Korn Ferry in business development, client research and special projects. Alison graduated from the University of Southern Maine with a Bachelor of Arts in Communication.
Patrick Chilcott – Director of Finance at EMCPatrick is a results focused, process driven executive manager whose capability spans over 25 years. He specializes in end to end corporate finance, with expertise in balance sheet and P&L management, budgeting and financial analysis, organizational transformation, and deep business strategy capabilities. Patrick also has expertise in risk and compliance. He has worked cross industry and in strategy consulting.
Patrick has deep international experience. He has managed teams in the Untied States, EMEA and APJ. He has managed M&A teams, built shared services organizations and is a subject matter expert in lease classification and the coming FASB 13 changes, and has spoken nationally on the topic.
Paul Walsh – CFO, VP Finance at Allegro MicosystemsPaul's executive-level positions over the past decade as Vice President, Chief Accounting Officer, Senior Vice President, and Chief Financial Officer will further Allegro's Finance and Accounting team, and the entire Allegro organization. In addition, Paul's Board of Directors experience at multiple companies will allow him to make unique contributions to many of Allegro's strategic initiatives and governance processes.
Paul holds a B.S. in Mechanical Engineering from the University of Maine, a M.B.A. from Boston University, a Graduate Certificate in Accounting from Bentley College, and has passed the Certified Public Accountant's exam.
Jacky Wu – Executive Vice President and Chief Financial Officer at ComverseJacky Wu is Executive Vice President and Chief Financial Officer. In this capacity, Jacky is responsible for all financial planning, forecasting, budgeting, reporting, valuations, pricing, and treasury functions. He also has oversight of Mergers and Acquisitions valuations, long term financial strategy, capital investment program, and capital markets. Prior to Comverse, Jacky spent five years at American Tower Corporation where he was Vice President of Finance and Mergers and Acquisitions. During his tenure, American Tower more than doubled its global and domestic asset portfolios, successfully converted to a Real Estate Investment Trust (REIT), and strategically partnered with its major customers to long term contracts that helped the company achieve consistent double-digit top line growth. Jacky has more than 15 years in the Telecommunications industry, beginning his career at Verizon Communications. There he held roles of increasing scope and responsibility, most recently as Director and Chief Financial Officer of Verizon Digital Services Inc. In that role, he helped expand Verizon’s FiOS footprint to more than 18 million homes nationwide, while forming a new $1.5b segment focused on optimizing content delivery.
Jacky graduated Summa Cum Laude, Phi Beta Kappa and with Departmental Honors with both a Master of Business Administration as well as a Bachelor of Science in Economics from Tulane University. Jacky was also the recipient of DiversityMBA magazine’s “Top 50 Executive Leaders under 50” in 2012.
Dean Sorensen – Founder at IBP CollaborativeDean Sorensen is the founder of the IBP Collaborative: a firm that advises organizations about processes and technologies that enable step change improvements to how they plan, manage and govern their business. Dean has a unique mix of strategic, financial and operational experience across dozens of manufacturing companies in Consumer Products, Food and Packaged Goods, Automotive, Aerospace, Industrial Products, Chemicals, Steel and High Tech sectors.
Dean has been working in the area of Integrated Planning and Performance Management (IPPM) over a decade. This includes a number of years working with two IPPM software companies, where he designed highly advanced solutions based on technology that has yielded billions in value for organizations.
Dean is a recognized thought leader that speaks and writes about the need for, and value of, greater integration between strategic, financial, sales and operational management processes. Particularly about their role in driving sustainable cost reduction, consistent strategy execution and operational excellence. He has held senior level positions with KPMG, Accenture and AT Kearney. He received a Bachelor of Business Administration from York University in Toronto and a Chartered Accountant designation in Canada. He is also certified in Production and Inventory Management from APICS.
Silpa Pande – Product Marketing and Product Management at Crane Merchandising SystemsSilpa Pande is currently the Global Product Manager at Crane Merchandising Systems, a market leader in vending machine manufacturing and vending management systems. In her role as Global Product Manager, she holds responsibility for P&L of the vending management systems business including new sales, consulting services and maintenance revenue.
Silpa has extensive product management, product marketing, and consulting experience in Retail, CPG and Vending industries. She is particularly adept at analyzing business case for new products and commercializing them. Her experience working with both C-level executives and customers provided her with ability to successfully convert voice of customer into strategic product planning. Prior to joining Crane, she held product marketing and consulting roles at One Network and Oracle. Silpa holds a Masters in Computer Science from University of Texas, Dallas. Silpa enjoys spending time with her husband and recent addition to her family - baby girl, and loves Indian classical and salsa dancing.
Ed Goldfinger – Chief Financial Officer at Veracode, Inc.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 cloud-based 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.
Bill Allen – Senior Product Manager, Mobile Apps at BoseBill Allen has been a part of more than a hundred product-development efforts. In his role as a Senior Product Manager at Bose Corporation, Bill articulated the requirements for – and guided the development of – such market-leading products as the original Bose Wave Radio, more than ten generations of Lifestyle and 3•2•1 music and home-theater systems, and the groundbreaking Videowave TV. He coordinated his team’s global research into products, markets, emerging trends & regulations, and competitors’ businesses, directed staff write-ups of that research in two-page briefs and longer-format whitepapers, and managed weekly, international distribution of those publications to more than 1,000 employees. He holds four US patents. Prior to Bose, Bill was a consultant at Arthur D. Little, and held roles in engineering, OEM sales, and technology licensing at audio innovator dbx, Inc. Bill received Bachelors’ degrees in Engineering from both Dartmouth College and the Thayer School of Engineering at Dartmouth.
Victoria Lefevers – Competitive Intelligence Manager, Greenberg Traurig, LLPVictoria is passionate about building knowledge communities in order to make intelligence work accessible to all practitioners. Professionally, Victoria has worked as a consultant to tech start-ups, led market and competitive intelligence for Carbonite, and ran communications for the CI group at EMC. Seeing a need for collaboration across intelligence groups, she founded and ran the Boston-area Intelligence meetup until its recent growth into the Boston Insight Circle. She is also an active member of SCIP and a frequent industry speaker and blogger. Victoria's formal training is in qualitative research methods; she holds a MBA and certificate in CI from Johns Hopkins University, and a MA in Communication from UNC Greensboro.
Raleen Gagnon – Director Market Intelligence & Strategy at ManpowerGroup SolutionsRaleen Gagnon is the Global Director of Market Intelligence and Strategy at ManpowerGroup Solutions, TAPFIN. In this role she oversees competitive and market intelligence along with the development of consistent process and insight related to client engagements and solutions offered. Raleen manages all research; market demand, and global trend analysis to develop and support actionable insight for country-specific go-to-market planning. This includes supporting client engagements and business strategy as well as the development of new research tools and thought leadership such as the Contingent Workforce Index and Global Quarterly Market Report.
Prior to this Raleen was the Director of Strategic Marketing at Monster Worldwide, where she collaborated with sales leadership to develop strategic programs and initiatives for the Staffing Industry, Global Sales, and Public Sector. Launching competitive intelligence programs and comprehensive assessments of gap analysis and opportunities in the market, she established long term strategies and strategic alliances to shift the direction of the business divisions that she supported.
Her career in corporate strategy has been built on the foundation of over a decade in competitive intelligence, managing her own business, CI Consulting, and as a Research Director at Fuld and Company. With experience in Life Sciences, Manufacturing, and Technology, she has overseen and delivered the research and analysis to identify emerging markets, ranked and validated acquisition targets, provided competitive pipeline and organizational benchmarking studies, and conducted comprehensive competitive profiling and monitoring studies. In these roles, Raleen has worked with many of the Fortune 1000 to evaluate market opportunities, forecast key trends, and reset pricing and service models based on economic indicators.
Raleen has a Marketing degree from Bentley University, and develops and teaches certification courses for the Academy of Competitive Intelligence and has published numerous articles and whitepapers on the strategic direction and opportunities in staffing and key industries looking to leverage globalization, virtual workforce augmentation, and competitive benchmarking.
Craig McHenry – Senior Director, New Business Development at The ABIS GroupCraig McHenry has, most recently, served as Director of Competitive Intelligence for Wyeth Nutrition, Nestlé. He spent the past 21 years in the pharma industry contributing his CI expertise across several business functions including business development, secondary research and analysis, and market research. Craig played a key role in forming AHP/Wyeths first Business and Competitive Intelligence function, eventually directing a team of seven within a Competitor Insights function supporting new products and commercial brand decision makers. He has been a member of SCIP since 1993, is an ACI graduate and enjoys outdoor activities with his family.
Judith Schieve – Competitive Intelligence Lead at Motorola SolutionsJudy Schieve provides advanced competitor and market intelligence for Motorola Solutions’ Products and Services Organization. She transformed the competitive intelligence role at Motorola Solutions into a dynamic function that is a key part of defining the product roadmap and shaping executive decisions. Judy has been featured in Motorola Solutions Competitive Intelligence Video Series, which provides the latest competitive intelligence and bidding strategies to help support global sales enablement.
Judy also has held a variety of leadership roles in strategy and product management. She has successfully led teams that executed new product launches, including a 3-level supply chain certification program in 4.5 months and a cellular enclosure product that achieved $40M in its first year. She also played a key role in structuring and implementing a new sales division that served 15% of Motorola’s customer base.
She holds a BSEE from the University of Illinois, and an MBA from Northwestern University’s Kellogg School of Management.
Joe Mizerak – Former Director, Corporate Finance, Planning and Analysis at TIAA-CREFJoseph Mizerak was, most recently, 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.
Arik Johnson – Founder and Chairman at Aurora WDCArik Johnson is Chairman of Aurora WDC, the intelligence advisory firm he founded in 1995. After stepping aside as CEO in late 2009, today Arik serves as Managing Director and lead architect at Aurora’s R&D lab, think tank network and intelligence policy institute, the Center for Organizational Reconnaissance (COR). Arik is a Fellow of the Strategic and Competitive Intelligence Professionals society and has chaired SCIP’s annual international conference (2006), served on SCIP’s board of directors (2004 – 2006), won SCIP’s Catalyst award (2005), and served as a chapter coordinator, as well as, trustee and development committee chair of the CI Foundation.
Mark Lyons – Senior Product Manager at Hewlett-PackardMark is Senior Product Manager on the Hewlett-Packard Enterprise Big Data Platform team. He has experience in B2B software product management and strategy consulting. His areas of expertise include SaaS, IoT, data analytics, new product launches, GTM strategy and innovation. Mark is a Rensselaer Polytechnic Institute alumni.
Otis Hendershott – VP Technical Product and Solutions Leader at UnitedHealth GroupOtis Hendershott is a Vice President of Technical Product Management at Optum Technology. He’s a veteran product innovator that has lead teams in the development of award-winning mobile applications, multi-channel health engagement initiatives and digital consumer experiences across the healthcare spectrum. He started his career at Blue Cross Blue Shield of the Rochester (NY) Area and worked in a variety provider, payer and technology organizations across healthcare since. Otis holds a BA from the State University of New York at Geneseo and a Masters of Science from the Rochester Institute of Technology.
Edward Boudrot – Vice President, Product Strategy & Management at OptumEd Boudrot is the Vice President of Product Strategy and Management at Optum, a health services and innovation company that combines data and analytics with technology and expertise to power modern healthcare. Bringing his background in technology startups, Boudrot specializes in the innovation of experiences, products, and solutions, and works to integrate human-centered design, market research, product management, development practices, and experience management.