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2018 Business Forecasting and Analytics Forum – Chicago

A whole different experience: our Business Forecasting and Analytics Forum. Absent from the forum are exhibit halls and pushy sales people selling their products. This is a knowledge sharing, dialogue forming and networking forum which provides the most comprehensive forecasting, planning and analytics curriculum on the market today. Attendees enjoy the relaxed environment that is truly attendee focused.

This 2 day forum is comprised of focused tracks with multiple knowledge sharing session topics. Each session is led by a top practitioner in his/her industry. Attend this forum 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, as well as building lasting relationships for continued learning well into the future. The high level of attendee/speaker collaboration and engagement at the forum truly makes this a unique and favorable offering.

2018 Business Forecasting and Analytics Forum – Chicago

  • September 17-18, 2018
  • Chicago, IL
  • $999.00$1,599.00

    You Save $
  • Get 14 CPE Credits!
  • Product Description

    A whole different experience: our Business Forecasting and Analytics Forum. Absent from the forum are exhibit halls and pushy sales people selling their products. This is a knowledge sharing, dialogue forming and networking forum which provides the most comprehensive forecasting, planning and analytics curriculum on the market today. Attendees enjoy the relaxed environment that is truly attendee focused.

    This 2 day forum is comprised of focused tracks with multiple knowledge sharing session topics. Each session is led by a top practitioner in his/her industry. Attend this forum 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, as well as building lasting relationships for continued learning well into the future. The high level of attendee/speaker collaboration and engagement at the forum truly makes this a unique and favorable offering.

    Below is a preliminary schedule of topics and learning objectives at the summit.  Session topics are subject to change. Attendees are able to attend any session they wish and do not have to align to a “track”.


    Complete Schedule

    September 17th, 2018

    7:45am Registration and Breakfast



    8:15am Welcome and Opening Comments



    8:30am Opening Keynote

    Planning and Forecasting… from Today to… Tomorrow

    Planning and Forecasting have been going through significant transformation driven by multitude of factors changing not only the enabling capabilities but more importantly their overall purpose and even definitions. We will discuss these changes as well as will cover key topics to help understand current and future of Forecasting and Planning and how analytics/AI capabilities should be leveraged in future to transform and drive higher value

    • State of Planning Today – Concerns and Challenges
    • Principles of Analytics/AI – Making Your Organization Smarter
    • Role of Forecasting – Guiding the Future of Planning
    • Best in Class Forecasting & Planning – How ‘Leaders’ do it
    • Future of Forecasting and Planning – how it will change


    9:30am 15 Minute Networking and Refreshment Break


    9:45am

    Digital Finance – Trends and Future

    Performance Accelerators are best leveraging the benefits of Digital Finance. Learn about new trends in finance, technologies impacting finance and path for the future.

    9:45am

    Developing an Integrated S&OP and Planning Process

    When implementing or sustaining an S&OP  or integrated planning process, maintaining a positive culture is critical. Not only are the right metrics essential to tracking success, but maintaining cross-functional participation is equally as challenging. What if the process does not have a vocal champion?  What if key stakeholders don’t see the value? What if the business is reluctant to invest in projected growth? The integrated planning process involves fluid KPI’s to track, as well as a steady cadence of consensus, supply planning, and true grit. Success truly is predicated on an integrative supply chain.  If you are challenged with some of these issues or you are looking for examples of how other S&OP and integrated planning processes have proven successful through participation and measurement, this session can provide you with valuable tools and insight.

    10:45am 15 Minute Networking and Refreshment Break

    11:00am

    Finance as a Strategic Business Partner and Leader

    Building experiences throughout your career to prepare yourself for being a strategic partner and leader in finance

    • Saying yes to opportunities presented in new areas of the business
    • Building your assets for individual and company success
    • Creating the right team culture for success
    • Adapting to your new role as a strategic leader
      • Interpreting, explaining and driving performance within the organization
      • Supporting and influencing key operational and strategic decisions

    11:00am

    In-Depth Workshop:

    Practical Demand Planning Segmentation

    How to apply Demand Planning Segmentation to improve planning and collaboration

    This workshop goes beyond the four boxes of Demand Planning Segmentation and shows you how to use this powerful analytical tool to improve your planning and collaboration efforts. Demand Planning Segmentation is a proven analytical process, and by itself often doesn’t return meaningful business results. This workshop will cover what the results mean and what actions to consider. You will learn the core principles of Demand Planning Segmentation, including some simple math, along with how to utilize the outputs to improve your planning and collaboration.

    11:00am

    Utilizing Predictive Analytics to Identify Business Drivers for Growth

    Predict trends, understand customers, improve business performance, drive strategic decision-making, and predict behavior

    • Harness the ability to respond predictively and proactively to customer needs and wants
    • Enabling information streams to be accessed, analyzed and shared in real time
    • Drive strategic decision-making with insights from predictive analytics models

    12:00pm Lunch


    1:00pm

    In-Depth Workshop:

    Streamlining Financial Processes through Automation

    Utilize VBA/Macros to significantly reduce your workload of non-value add tasks, allowing more time for true analysis. In this workshop, on your own laptop, learn the fundamentals of programming, such as looping and variables, to automate repeatable tasks. Learn to identify repeatable patterns and generalize for automation. Learn what is possible with regards to Excel interacting programmatically with other applications, such as Outlook, Internet Explorer, Adobe, or AS/400. And finally learn to use automation to perform analysis impossible to do manually due to the sheer volume of data and repetition.

    ***If you are planning to attend this workshop , the presenter has requested attendees to bring their laptop to the session.  It’s not a requirement to attend, but, will help in the interactive portions of the workshop.***

    1:00pm

    In-Depth Workshop (Continued):

    Practical Demand Planning Segmentation

    How to apply Demand Planning Segmentation to improve planning and collaboration

    This workshop goes beyond the four boxes of Demand Planning Segmentation and shows you how to use this powerful analytical tool to improve your planning and collaboration efforts. Demand Planning Segmentation is a proven analytical process, and by itself often doesn’t return meaningful business results. This workshop will cover what the results mean and what actions to consider. You will learn the core principles of Demand Planning Segmentation, including some simple math, along with how to utilize the outputs to improve your planning and collaboration

    1:00pm

    Data Monetization

    Organizations around the globe are faced with a deluge of data. There has been significant attention placed on what to do with this data including how to capture it, store it, mine it, and leverage it for better decisions and analytics. What is missing in these discussions is how to unlock the value in the data and use it to fuel growth. As subject matter experts in this space and having worked with dozens of organizations across a wide spectrum of industries we have developed the Data Monetization Maturity Model. This model will help organizations see the potential value that their data holds and is used as a roadmap to plan the Data Monetization Journey. Encompassing 5 key phases from Data Storage, BI & Reporting, Visualization, Predictive Analytics, and AI & Machine Learning, this model will identify the applications of these capabilities and the potential benefit each level brings to the organization. Underlying the model is a focus on helping organizations shift away from cost savings and operational efficiency measures to using data to develop new products, services, and business models to fuel growth. We have seen many organizations falter in their efforts, so we focus on helping organizations “Cross the Chasm” from understanding what happened to powering a model that creates the future. We will identify the key challenges that organizations face in this journey and demonstrate practical solutions that can be deployed today to remedy them. The session will be interactive and cover several case studies of organizations that have made this journey and the tremendous benefits they have achieved as a result.

    2:00pm 15 Minute Networking and Refreshment Break


    2:15pm

    In-Depth Workshop (Continued):

    Streamlining Financial Processes through Automation

    Utilize VBA/Macros to significantly reduce your workload of non-value add tasks, allowing more time for true analysis. In this workshop, on your own laptop, learn the fundamentals of programming, such as looping and variables, to automate repeatable tasks. Learn to identify repeatable patterns and generalize for automation. Learn what is possible with regards to Excel interacting programmatically with other applications, such as Outlook, Internet Explorer, Adobe, or AS/400. And finally learn to use automation to perform analysis impossible to do manually due to the sheer volume of data and repetition.

    ***If you are planning to attend this workshop , the presenter has requested attendees to bring their laptop to the session.  It’s not a requirement to attend, but, will help in the interactive portions of the workshop.***

    2:15pm

    S&OP Synchronization: People, Process and Technology

    S&OP is all about synchronization. As the key routine planning activity for the company, S&OP clearly requires and encourages synchronization across all functions, and it often helps to think in terms of people, processes and technology. This session will illustrate examples in each area by walking through:

    • several successful and significant S&OP implementations
    • how S&OP fits within the overall context of operational excellence and creating value
    • key components of success and common shortfalls to watch out for in an effective S&OP process

    2:15pm

    Data Governance: Creating Value from your Data

    Leverage your accessible, trustworthy data to drive new revenues, re-imagine business processes and improve the customer experience

    • Align data governance to business strategies and goals
    • Establish an operating model for success empowering everyone to use the data to optimize data
    • Assemble a data governance team to define and ensure best practices
    • Create business-relevant metrics associated with data governance policies

    3:15pm 15 Minute Networking and Refreshment Break



    3:30pm

    Collaborative Forecasting and Insights

    The Angles of Attack Algorithm

    Predicting industry change can be challenging. We’ll use a series of techniques developed by the presenter to help demystify the process and equip participants to anticipate, simulate and monitor for indicators and warnings of changes that will affect their competitiveness. We’ll also use a fun industry example to run a small simulation event that can help everybody assess which skills they’ll need to develop for the organizations they serve.

    5:00pm Networking Reception


    September 18th, 2018

    7:45am Registration and Breakfast



    8:15am Welcome and Opening Comments



    8:30am Opening Keynote:

    Lessons in Analytics and Forecasting from the Analytics Frontier

    Many of the best analytics companies in the world come out of the digital space. By combining natural measurability of operations, customer and marketing, digital provides a paradigm for how to do better analytics, how to integrate analytics across silos and how to get that analytics to drive change. Gary Angel created the largest digital analytics consultancy in the U.S., sold it to Ernst & Young, and led the practice there for more than three years. Along the way, he pioneered many of the core techniques that have become common in digital analysis. In this presentation, he’ll walk you through the biggest learnings over the course of two decades driving analytics transformation for some of the most sophisticated analytics companies in the world. You’ll get key learnings around integrating Voice of Customer and Behavioral data, creating an analytics strategy, doing customer journey mapping right, building test & learn methods into the core of your business, separating forecasting from goals, choosing better KPIs, and even finding ways to build reports that actually drive value. It’s a master class in how to do analytics that make a difference.

    9:30am 15 Minute Networking and Refreshment Break


    9:45am  Keynote:

    Elevating Teams In Strategy Execution

    In ever increasing numbers, CEOs are calling on teams to be “more strategic,” but exactly what this means is rarely defined.  Strategy execution (M&A, capital expenditures, Marketing & IT investments, Analytics and other tactical initiatives) offers senior leaders opportunities to transform this vague commission into tangible results.  In this session , you’ll learn how to:  Select effective decision specialists, Equip them with techniques that produce better business solutions, and Position your specialists for maximum effectiveness.

    10:45am 15 Minute Networking and Refreshment Break


    11:00am

    Building a High Performing Finance Team

    Finding the right talent, obtaining the necessary resources and shifting the focus of the team to higher value tasks are a major challenge for most finance teams. This session will focus on what working style, “FIT”, and technical attributes to look for in future team members, the role of the leader and building and coaching a highly adaptive team while fostering a culture of creativity and innovation.

    11:00am

    Reinventing your Business with AI (Part 1)

    Many firms are using AI to reinvent what they do and how they operate.  This is the first of a two-part series.  This first session will give you a solid definition of AI – so you can understand what it is, how we got to this point, and how different groups are using the term.  We will then address what the AI mindset is all about, and share an approach for developing your AI roadmap.

    12:00pm Lunch


    1:00pm

    FP&A: Creating Value Through Insight

    Leverage financial planning and analysis to provide true business impact

    • Understanding FP&A’s role in each of the seven different phases of the Decision Making Value Chain
    • Breaking through analysis paralysis to insight generation and helping business partners understand the impact on the organization
    • Becoming the strongest influencer by supporting executives with data and then guiding the organization through times of uncertainty
    • Effectively translating the organization’s strategy into action, ultimately driving business success and shareholder value

    1:00pm

    Practical Examples of AI in Operations (Part 2)

    This second session will share plenty of practical examples of AI in operations.   We will talk about how you can successfully deploy AI – including the agile approach and addressing the topic of custom vs. off-the-shelf.  We will also share some best practices and pitfalls to avoid.

    1:00pm

    In-Depth Workshop:

    Competitive Wargaming and Simulations

    Develop situational awareness of competitive position

    In the real world, most competitive issues are usually focused on tactical and operational problems or responses to emerging competitive threats rather than “grand strategy” initiatives that require external support and guidance to make actionable. This is why the hottest trend in business wargaming today is “skilling up” teams of internal facilitators with the ability to take on tactician support roles for exercises attacking the following seven (7) business problems:

    • Product Extensions and New Feature Design
    • New Market or Segment Entry with Existing Products and Services
    • Reacting to New Competitors with Asymmetric Market Power or Resources
    • Anticipating Disruptive Threats to your Business Model or Industry Structure
    • New Leadership Changes at Major Incumbent Competitors or your own Company
    • Mergers, Acquisitions and Alliances to Fortify Talent, IP or Product/Feature Development
    • Addressing Shifting Customer Needs/Wants Ahead of Competitor Reactions

    In this workshop, we will introduce these seven specific applications that can be most commonly addressed by internal wargame tacticians. Every master strategist or tactician started out as a novice so, join this exciting presentation and begin your journey toward making wargames and competitive simulations more accessible and actionable in your organization.

    2:00pm 15 Minute Networking and Refreshment Break


    2:15pm

    Continuous Planning and Rolling Forecasts

    Utilize rolling forecasts to adapt to dynamic business challenges and opportunities

    • Utilize the advantages of re-forecasting and rolling forecasts
    • Maximize continuous “driver based” forecasting to keep your planning current and accurate
    • Analyze, interpret and integrate rolling forecast processes across the organization
    • Link the forecast to strategic and operational decisions

    2:15pm

    In-Depth Workshop:

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

    This workshop provides a great introduction to forecasting techniques. It begins with a basic intro into the three types of forecasting models (opinion, momentum, predictive) and when/why you might choose one method or another. Part II dives into basic time-series / momentum techniques for forecasting. It’s a straightforward, practical look at different weighting and smoothing techniques for building a forecast. You’ll learn why you choose a particular technique and how it works along with simple Excel-based examples. In Part III, we look at a bottoms-up, big data technique for handling a more complex system – this part will focus on CRM analytics. It will include a look at why simple bottom-up approaches to CRM fail, some of the challenges to building models in a complex system like forecasting sales with CRM data, and how model building can be used to support better sales forecasting and deeper knowledge within the organization. Finally, we wrap up in Part IV with some thoughts on the culture and organization of forecasting within the organization.

    2:15pm

    In-Depth Workshop (Continued):

    Competitive Wargaming and Simulations

    Develop situational awareness of competitive position

    In the real world, most competitive issues are usually focused on tactical and operational problems or responses to emerging competitive threats rather than “grand strategy” initiatives that require external support and guidance to make actionable. This is why the hottest trend in business wargaming today is “skilling up” teams of internal facilitators with the ability to take on tactician support roles for exercises attacking the following seven (7) business problems:

    • Product Extensions and New Feature Design
    • New Market or Segment Entry with Existing Products and Services
    • Reacting to New Competitors with Asymmetric Market Power or Resources
    • Anticipating Disruptive Threats to your Business Model or Industry Structure
    • New Leadership Changes at Major Incumbent Competitors or your own Company
    • Mergers, Acquisitions and Alliances to Fortify Talent, IP or Product/Feature Development
    • Addressing Shifting Customer Needs/Wants Ahead of Competitor Reactions

    In this workshop, we will introduce these seven specific applications that can be most commonly addressed by internal wargame tacticians. Every master strategist or tactician started out as a novice so, join this exciting presentation and begin your journey toward making wargames and competitive simulations more accessible and actionable in your organization.

    3:30pm

    Continuous Planning and Rolling Forecasts (Continued)

    Utilize rolling forecasts to adapt to dynamic business challenges and opportunities

    • Utilize the advantages of re-forecasting and rolling forecasts
    • Maximize continuous “driver based” forecasting to keep your planning current and accurate
    • Analyze, interpret and integrate rolling forecast processes across the organization
    • Link the forecast to strategic and operational decisions

    3:30pm

    In-Depth Workshop (Continued):

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

    This workshop provides a great introduction to forecasting techniques. It begins with a basic intro into the three types of forecasting models (opinion, momentum, predictive) and when/why you might choose one method or another. Part II dives into basic time-series / momentum techniques for forecasting. It’s a straightforward, practical look at different weighting and smoothing techniques for building a forecast. You’ll learn why you choose a particular technique and how it works along with simple Excel-based examples. In Part III, we look at a bottoms-up, big data technique for handling a more complex system – this part will focus on CRM analytics. It will include a look at why simple bottom-up approaches to CRM fail, some of the challenges to building models in a complex system like forecasting sales with CRM data, and how model building can be used to support better sales forecasting and deeper knowledge within the organization. Finally, we wrap up in Part IV with some thoughts on the culture and organization of forecasting within the organization.

    3:30pm

    In-Depth Workshop (Continued):

    Competitive Wargaming and Simulations

    Develop situational awareness of competitive position

    In the real world, most competitive issues are usually focused on tactical and operational problems or responses to emerging competitive threats rather than “grand strategy” initiatives that require external support and guidance to make actionable. This is why the hottest trend in business wargaming today is “skilling up” teams of internal facilitators with the ability to take on tactician support roles for exercises attacking the following seven (7) business problems:

    • Product Extensions and New Feature Design
    • New Market or Segment Entry with Existing Products and Services
    • Reacting to New Competitors with Asymmetric Market Power or Resources
    • Anticipating Disruptive Threats to your Business Model or Industry Structure
    • New Leadership Changes at Major Incumbent Competitors or your own Company
    • Mergers, Acquisitions and Alliances to Fortify Talent, IP or Product/Feature Development
    • Addressing Shifting Customer Needs/Wants Ahead of Competitor Reactions

    In this workshop, we will introduce these seven specific applications that can be most commonly addressed by internal wargame tacticians. Every master strategist or tactician started out as a novice so, join this exciting presentation and begin your journey toward making wargames and competitive simulations more accessible and actionable in your organization.

    4:30pm Adjourn



     

    2018 Presenters:

    2017 Presenters:

    • Accounting
    • Business Analysis & Planning
    • Business Development
    • Business Intelligence
    • Business Solutions
    • CEO
    • CFO
    • Competitive Intelligence
    • Controller
    • COO
    • Corporate Forecasting Manager
    • Corporate Strategy Manager
    • CPA
    • Demand Planning & Analytics
    • Executive Director
    • Finance & Treasury
    • Forecast Analyst
    • Forecasting
    • FP&A
    • Market Analysis
    • Marketing Intelligence
    • Marketing
    • New Product Business Analytics
    • Predictive Modeling
    • Project Management
    • S&OP Demand/Planning
    • Sales Operations & Business Intelligence
    • Strategic Initiatives
    • Strategic Marketing
    • Strategy & Operations
    • Supply Chain
    • Treasurer
    • VP, Marketing
    • VP, Sales
    • And others!
    Abbott Laboratories
    Adidas
    Advance Auto
    Alcoa
    Allstate Insurance Company
    Amgen
    BP
    Bose
    Capital One Bank
    CBS Interactive
    Chevron
    Chiquita
    Cisco
    Citrix
    Clorox
    Coca-Cola
    Del Monte Foods
    Dr. Pepper Snapple Group
    DuPont
    eBay
    Experian
    FedEx Services
    Ghirardelli
    Guitar Center
    Hallmark Cards, Inc.
    Hewlett Packard

    Intel
    Intuit
    JcPenney
    JetBlue
    John Hancock Financial Services
    Johnson & Johnson
    Kaiser Permanente
    Kohler Company
    Lincoln Financial
    Masonite
    Mayo Clinic
    Microsoft
    Oracle
    Overstock
    PepsiCo
    Pfizer
    Philips
    Qualcomm
    Rolls-Royce Corporation
    Shutterfly
    Siemens
    Sony Corporation of America
    Target
    United Healthcare
    Whirlpool
    And more…



    Attendee Participation Rates

    Early registration and group discounts below:

    Early Registration Rate Until 7/31/18 Regular Rates
    1 Attendee $1,599 $1,799 total
    2 Attendees $1,449/each $1,699/each
    3 Attendees $1,299/each $1,599/each
    4 Attendees $1,099/each $1,399/each
    5+ Attendees Contact Us Contact Us

    Venue and Hotel Information

    The forum will take place at:

    Holiday Inn Chicago Mart Plaza River North
    350 W Mart Center Dr
    Chicago, IL 60654
    (312) 836-5000‎
    Map It

    Online Reservations:
    Reserve your room here

    $239/night – Limited amount of discounted rooms available —Room block expires September  3rd, 2018

    A Modern, Upscale Chicago, IL Hotel, With The Best Views In The City

    Chicago beckons as an exciting city escape, from boating adventures at Navy Pier to days spent exploring attractions like the Field Museum, Art Institute of Chicago and the Lincoln Park Zoo, or attend an event next door at theMart. Newly updated rooms, redesigned for the ultimate in guest comfort, combined with award-winning service and thoughtful amenities like the best parking value in Chicago, make stays at the Holiday Inn Chicago Mart Plaza unforgettable.

    Meet for drinks at our chic Cityscape Bar with a skyline view considered the best in Chicago. Stop in for a breakfast buffet, or enjoy a new take on comfort food with a hearty dinner at Merchants Cafe. Located in River North, our hotel puts you close to trendy shops, award-winning restaurants, hip nightclubs and must-see sights like the Magnificent Mile and Willis Tower Skydeck.

    Parking and Transportation Options

    Parking at the venue:
    $35/day for overnight guests and $25/day from 7am – 7pm. All tickets must be validated at the front desk.

    Public Transportation:
    From O’Hare International Airport: Take the CTA Blue Line Train towards Forest Park and exit at Clark/Lake.

    • Head North on North Wells Street for 1 block.
    • Turn Left on West Wacker Drive for 1 block.
    • Turn Right onto North Orleans Street over the Franklin Street Bridge for 1 block before turning Left onto West Mart Center Drive (also referred to as West Wolf Point Plaza).
    • Destination will be on the Right past the first set of revolving doors.

    From Chicago Midway Airport: Take the CTA Orange Line Train towards the Loop and exit at Clark/Lake.

    • Head West on Lake Street toward North LaSalle Street.
    • Turn Right onto North Franklin (Orleans) Street over the Franklin Street Bridge for 1 block before turning Left onto West Mart Center Drive (also referred to as West Wolf Point Plaza).
    • Destination will be on the Right past the first set of revolving doors.
    The Hotel is located 1 mile from Chicago Union Station, .7 miles from Ogilvie Transportation Center, and accessible via the CTA Brown Line Train at the Merchandise Mart and .4 miles from the CTA Blue Line Train at Clark/Lake.