This attendee focused forum provides the most comprehensive forecasting and analytics curriculum on the market today. All of our forums and summits are vendor/software-neutral allowing attendees to focus on frameworks, best practices and organizational strategy.
Our two-day Business Forecasting and Analytics Forum is comprised of three focused tracks with multiple session topics. Each session is led by a top practitioner in his/her industry NOT a vendor pitching their products or services. Our forum allows attendees to learn and share best practices and walk away with real-concrete, actionable solutions and expand their professional skill sets. The high level of attendee/speaker collaboration and engagement at the forum truly makes this a unique and favorable offering.
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.
Below is a working schedule of topics and learning objectives at the forum. Attendees are able to attend any session they wish.
Stuart Summers – Former P&L CFO at GE CapitalStuart is an accomplished finance executive with 15 years of experience at GE Capital leading diverse finance, treasury and business intelligence teams. His specialties are strategic planning, analysis and leading transformation. Prior to GE Capital, Stuart has experience leading and transforming finance processes within a variety of business models including retail, consumer goods and entrepreneurial ventures. Stuart has his MBA from Seattle University and is a graduate of GE’s Experienced Financial Leadership Program for executive development.
Sanjay Saxena- Senior Vice President, Data Governance at Northern Trust CorporationSanjay Saxena is head of Enterprise Data Governance at Northern Trust - responsible for establishing the data governance and data quality program across the enterprise.
Sanjay has held leadership positions in several Fortune 500 Financial Services firms. He has consulted at several financial services firms and has led several large transformations programs. His experience includes implementing Data Management and Governance programs and other core transformation programs in Insurance and Banking.
Specialties: Business and Technology Transformation, Business Intelligence and Analytics, Data and System Integration and Data Governance.
Eric Pettersen – Former Director of Supply Chain and Sustainability at Dover CorporationFor 15+ years, Eric Pettersen has been on the front-lines of designing, leading and executing strategic business transformation journeys to drive accelerated business growth, improve productivity and bring new ideas, programs and capabilities to life. His experience includes 7 years of management consulting with A.T. Kearney and McKinsey, plus a variety of supply chain focused roles with FORTUNE 500, middle market and start-up businesses.
Sean MacCarthy – Retail Optimization, Insights and Planning Leader
Rajeeve Kaul, VP of Transformation and Analytics at G4SMr. Kaul has a proven track record of growing margin and unlocking value by focusing on pricing and analytics to gain insights and drive business decisions. Mr Kaul has extensive experience leading and creating organizations focused on deploying advanced analytics to business decisions. His past experience includes a role with OfficeMax where he was SVP of Strategy and Pricing and held full responsibility for developing go to market strategies to drive gross margin for the company. At Cardinal Health he was vice president of strategy and pricing and vice president of customer acquisition and profitability management. Prior to his role at Cardinal, he served as director of marketing science and retail optimization for AutoZone, a Fortune 300 automotive aftermarket retailer. Mr Kaul’s previous experience has also included roles focused on deployment of advanced analytics to improve decision making across product assortment, pricing, Six Sigma process improvement and profitability modeling for GE and Advanta Mortgage. He also served as a management consultant with ZS Associates focusing on marketing ROI and sales force effectiveness.
In addition to his extensive professional experience, Mr. Kaul is an advisory member for University of Tennessee School of Business, University of Missouri School of Management and the American Marketing Association. Mr. Kaul has also been published in the Journal of Marketing Research and served as a keynote speaker and panel expert at various conferences and events related to business forecasting, pricing strategy, big data and advanced analytics.
Mr. Kaul holds a master’s degree specializing in statistics and decision science and an MBA from University of Massachusetts, Amherst.
Sarah Reeser – Senior Manager Data Analytics Projects at Chicago Transit Authority (CTA)Sarah Reeser, PMP, ITIL, CISM brings 20+ years of leading within domestic and international teams to provide technology enabled business solutions and services, specifically accommodating those organizations that have gone through acquisitions, mergers and separations. She has led many large projects and efforts within various industries, including, Banking/Capital Markets, Healthcare/Life Sciences, Insurance, Manufacturing, Energy/Technology, Consumer/Retail, Travel/Transportation and Government.
Sarah believes in being a “silo-surfer” and taking a holistic approach to leading projects. She has expertise in facilitating interactive cooperation, consensus, and commitment with stakeholders, business users, and team members. Her vast experience working with multiple methodologies and attention to the ‘details’ has given her the ability to assist organizations in bringing the awareness around ‘business impacts’ of their respective operational processes, applications, data interfaces and back office systems to exceed business, security, compliance and customer needs.
Big 4 advisory service providers have sought to bring in Sarah to consult for their respective clients to problem solve business challenges in blending technology, mining and joining data from multiple sources while applying data governance best practices.
Her new role at the Chicago Transit Authority is exciting as she feels like she has arrived to a destination where the opportunities are endless to leverage data and technology to link people, jobs and communities.
Collin Wolfe – Director of Operational Finance at JetBlue AirwaysCollin Wolfe is the Director of Operational Finance at JetBlue Airways. In his role, Collin is responsible for the FP&A function across all major operating departments. This includes the analysis and reporting associated with the annual plan, 18 month rolling forecast, long term planning, business case support, and other large company-wide initiatives. Prior to joining JetBlue, he worked at CH Energy Group in business development and project finance roles. Collin holds a Bachelor of Engineering Management and an MBA from Clarkson University.
Jean-Paul Michel – Executive VP – Finance, Strategy and Operations at LanzaTech
- French / US citizen
- 16 years as Controller / CFO / CEO for Automotive companies in France, Belgium, UK, US, Mexico
- 2002 – 2011: Financial executive and CFO for Sylvania
- 2012: CFO for Sylvania’s Parent Company (OSRAM, a SIEMENS company till 2013) APAC operations in Hong Kong
- 2013: CFO for OSRAM’s Global Lamp business in Munich
- 2014: OSRAM Group Head of Manufacturing and Business Unit COO
- 2015: Executive VP for LanzaTech (Green Tech / Bio Tech start-up)
Eric Garland – Managing Director at Competitive Futures
For nearly two decades, Eric Garland has been trusted for his unique insight and analysis on economic trends, geopolitics, and society. He personally consults executives on market growth strategy, leads transformative educational sessions for organizations, and specializes in keynotes that spark conversations.
Mr. Garland is the founder and Director of Competitive Futures, a competitive analysis firm that provides insight and expert guidance to corporate clients and government agencies. A brief list of notable clients includes Energizer, Coca-Cola, Siemens, the country of France, the City of Charlotte, the state of South Dakota, and the Principality of Monaco, to name a select few.
Javier Alarcon – Former Vice President of Finance, International CFO at ConAgra FoodsJavier Alarcon is a global finance executive with experience across different geographies in the consumer packaged food, financial services and government industries. As a finance leader, he has built high performance organizations and partnered to execute successful business turnarounds in several markets around the world including Canada, Puerto Rico and Mexico.
Having lived abroad for 10 years leading teams in several geographies around the world has given Mr. Alarcon the opportunity to be exposed to complex business situations in distinct markets. In his most recent role, he served as Vice President of Finance – International CFO for ConAgra Foods’ Consumer-International division. He was also a board member of several ConAgra joint ventures in India, Philippines and Mexico.
Mr. Alarcon has led due diligence activities of several deals in Argentina, Colombia and Mexico, as well as integration efforts in Canada and Mexico. He participated in the divestiture of several businesses and brands in Mexico and Puerto Rico.
Javier Alarcon is an alumni of the University of Nebraska at Omaha where he completed his MBA and undergraduate work in Finance and Banking.
Sean Naismith – Head of Analytics Services at Enova Decisions
Sean joined Enova as Head of Analytics Services for Enova Decisions in 2016. Prior to working at Enova, Sean served as an Advanced Analytics Consultant and Senior Director of Business Analytics for Leapfrog where he led the development of the company's predictive analytics capabilities. Before Leapfrog,Naismith served as director of strategic intelligence for TrendPointers, LLC, and director of research for Global Currency Group. He also currently serves as managing director and chief compliance officer of Naismith Wealth Management, LLC, which he founded in 2015. Naismith holds his bachelors in finance from the University of Illinois at Chicago.
Jeremy Stierwalt – Director, Data & Analytics at ProtivitiJeremy is the director of Data & Analytics for Protiviti in the Central & West regions. He has 18 years of experience in all aspects of business intelligence, advanced & predictive analytics, and data management solutions. This includes both vertical and line-of-business expertise in Finance, Supply Chain, Manufacturing, HR, Sales, Marketing, and Procurement functions. Prior to joining Protiviti, he was a Senior Vice President at ZedVentures and a Solution Line Director at NTTData, leading the Analytics service lines at both.
He’s held various leadership positions including membership to the Executive Leadership Team, leading the analytics & predictive service lines, leading the Business Intelligence service line, and building the Professional Sports & Entertainment industry vertical. Jeremy is a frequent speaker at National & Regional Conferences on topics related to data management, big data, and analytical solutions.
Kristen Daihes – Partner at OPEX AnalyticsThroughout her career Kristen has been responsible for leading focused transformation programs to develop capabilities and infrastructure enabling growth across enterprises. As Vice President of Global Supply Chain for SC Johnson, she had direct responsibility for planning in over 20 factories and hundreds of third party manufacturers, as well as operations of over 100 warehouses globally. Prior to SC Johnson, she led global supply chain sourcing and capacity activities to support Wrigley, a subsidiary of Mars. She also held strategic planning, innovation, and engineering roles in Unilever and Procter & Gamble.
Hassan Lakhani – Process Planning Expert Manager at Akzo Nobel
Kai Trepte – Chief Data Scientist and CTO at Open Black Box (OBB) SolutionsKai has deep experience developing and applying analytics and data science for demand, supply chain, finance and integrated business planning across the value chain. Co-founder of John Galt Solutions and developer of “Forecast X”. Kai is also a noted expert in delivering effective and efficient education and training of advanced analytics to business professionals. Industry experience includes chemicals, material science, bio-science, consumer products and agribusiness, federal agencies and public sector organizations, planning & analytics software development.
Nick Kadochnikov – Principal Data Scientist – Chief Analytics Office at IBMOver 15 years of experience in Quantitative Business Analytics and Consulting transforming data into actionable business insights and leading multinational teams.
• Proven track record of using data science to solve most pressing business problems, including fraud detection, efficient resource allocation, supporting revenue growth, price optimization and customer targeting
• Expert in transformation analytics: transforming existing business processes by deploying predictive analytics and optimization solutions
• Proficiency in both primary and secondary market research to predict customer behavior
• Hands-on experience with state of the art predictive modeling techniques using SAS, SPSS and R (cluster analysis; linear and logistic regression; decision trees; CHAID; classification and regression trees; generalized linear modeling; association rules; neural networks; principal components; factor analysis; linear discriminant analysis, ARIMA, SVM)
• Worked with Big Data, including: transactional, financial, demographic, organizational and macroeconomic data using Netezza, Hadoop, Hive, Pig and Cassandra
• Lead and motivated onshore and offshore resources and managed vendor relationship
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.
Jesper Hybholt Sorensen – Senior Finance Director at OracleJesper Hybholt Sorensen is the Senior Finance Director at Oracle leading the global business finance organization for the Managed Cloud Services Business. He oversees strategic planning, forecasting, reporting and financial analytics. He is formerly of Dupont where he led the global finance teams for the Biotech Division responsible for Performance Management including being the financial lead and owner of the Forecast, Budget & Strategy Process, Competitive Intelligence Financial owner and Lead Analyst. Jesper has extensive experience as a Financial Business Partner supporting a large number of Executive Vice Presidents with optimizing financial performance. During his carrier Jesper has also worked in China and Denmark, has studied in Denmark and Belgium and holds a Master Degree in Economics.
Tony Reese – Co-Founder at Integrated Business Planning AssociatesTony is the co-founder of Integrated Business Planning Associates and is a visionary leader with passion for bringing exciting products to market. His early interest in cars led to his first job as an auto mechanic and then into an impressive career in the automotive / motorcycle industry. Along the way, Tony earned two advanced degrees from MIT and now brings in-depth knowledge of Product Lifecycle Management, Demand Planning and Operations Planning to clients wanting to implement Sales and Operations Planning processes and its current best practice form, Integrated Business Planning.
Gary Angel – CEO at Digital MortarWidely considered one of the leading digital measurement experts in the world, Gary recently launched a new venture focusing on digital analytics tracking and strategies in the physical retail space. He previously led EY’s Digital Analytics Practice from 2013-2016. EY acquired Gary’s previous company – Semphonic – in March of 2013. As Semphonic’s President and co-Founder, Gary led Semphonic’s growth over a 15 year period from a 2-person practice to the one of the leading digital analytics practices in the United States. Voted the most Influential Industry Contributor by the Digital Analytics Association in 2012, Gary writes an influential blog (http://semphonic.blogs.com/semangel), has published more than twenty whitepapers on advanced digital analytics practice and is a frequent speaker at industry events.
Anoop Tiwari – Senior Director, Strategy and Business Development at Cars.com-Experienced leader with successful track record of leading strategic planning & business
-Proven skills of partnership opportunity analysis, acquisition assessment, deal structuring, and
-Experience of conceptualizing and executing projects to create new revenue streams.
-Strong analytical and account management skills gained by partnership management & by handling
client engagements for software consulting projects.
-Strong understanding of CRM (Salesforce.com), Business Intelligence (Business Objects), Web
Analytics (Omniture) and significant experience with Excel modeling & Statistical Analysis.
Andy McBride – VP Finance at Opportunity InternationalAndy is a driven finance and accounting leader with progressive experience delivering operating income performance, transforming finance and accounting teams, enhancing planning processes, managing consolidations and proactively identifying profit improvement opportunities. He has started and re-tooled finance teams at three organizations. He has had a diverse career, working for both public and private companies; for-profit and non-profit; including both domestic and international experience.
Pete Alle — VP Supply Chain at Oberweis DairySupply Chain Executive with global business view, passion for continuous improvement, delivering business results and developing people.Experience in strategic and operational roles, currently as the leader of the supply chain for Oberweis Dairy and prior to that leading the global center of expertise for Customer Service and Logistics, spanning all of the process areas of Plan to Cash.
Specialties: Supply Chain Planning and Execution, Integrated Business Planning, Sales & Operations Planning, Commercialization, Procurement, Manufacturing, Engineering, Distribution, Transportation, Demand and Supply lanning, Customer Collaboration, Business Process Improvement.
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.