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FP&A Leadership 2018 – An Interactive Financial Transformation Summit

This intensive 2 day summit provides attendees a chance to dive deep into multiple financial transformation and leadership topics. With most sessions being 2+ hours in duration, attendees and speakers are able to explore multiple examples of FP&A challenges and actionable solutions. Everyone at the summit will be involved in extensive dialogue and walk away with valuable information to take back to their organization.

Absent from the summit are exhibit halls and pushy sales people selling their products. This is a knowledge sharing, dialogue forming and networking summit which provides the most intensive financial planning and analysis and leadership curriculum on the market today. Attendees will enjoy the relaxed environment that is truly focused to attendee’s learning objectives.

FP&A Leadership 2018 – An Interactive Financial Transformation Summit

  • November 8-9, 2018
  • San Diego, CA
  • $1,099.00$1,599.00

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  • Get 14 CPE Credits!
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    Product Description

    This intensive 2 day summit provides attendees a chance to dive deep into multiple financial transformation and leadership topics. With most sessions being 2+ hours in duration, attendees and speakers are able to explore multiple examples of FP&A challenges and actionable solutions. Everyone at the summit will be involved in extensive dialogue and walk away with valuable information to take back to their organization.

    Absent from the summit are exhibit halls and pushy sales people selling their products. This is a knowledge sharing, dialogue forming and networking summit which provides the most intensive financial planning and analysis and leadership curriculum on the market today. Attendees will enjoy the relaxed environment that is truly focused to attendee’s learning objectives.

    Below is a working schedule of topics and learning objectives at the summit. 


    Complete Schedule

    Day 1

    7:45am Registration and Breakfast



    8:15am Welcome and Opening Comments



    Workshop: 8:30am – 10:30am

    FP&A Business Partnering

    In this intensive session, attendees will learn and create dialogue on “what should happen” and “how to execute change” in their organization.  Business partnering often includes two important functions: providing the organization finance support to the activities of the business and challenging the status quo focusing on shaping the future strategic direction.  Business partnering can also drive improved financial performance. Learn how to develop into a great business partner by identifying key people drivers, building acceptance, forming deep 1 on 1 relationships, be future focused, marking more accurate and timely decisions and breaking down the line management silos.


    10:30am 15 Minute Networking and Refreshment Break


    Case Study: 10:45am – 11:45am

    Using Analytic Technology For Taking FP&A to World Class

    Spreadsheets are ubiquitous in FP&A. Used for everything from reporting to curing humidity, it is not only the tool of choice but too often the only tool in the FP&A toolkit. But to advance FP&A from the trusted scorekeeper to world class business partner will require a new range of technologies that can combine big data from multiple sources, visualize, discover, and predict. This presentation will cover a range of types of tools available and their application, associated vendors, and the people and processes to effectively use these technologies at each stage of the roadmap to advance FP&A to the strategic business partner.

    11:45pm Lunch



    Workshop: 12:45pm – 2:45pm

    Elevating Finance In Strategy Execution

    In ever increasing numbers, CEOs are calling on Finance to be “more strategic,” but exactly what this means is rarely defined.  Strategy execution (M&A, capital expenditures, Marketing & IT investments, and other tactical initiatives) offers Finance an ideal opportunity to transform this vague commission into tangible results.

    Finance is uniquely positioned to improve profits and boost ROI with advanced practices in problem solving and decision-making.  In this workshop, 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


    2:45pm 15 Minute Networking and Refreshment Break


    Workshop: 3:00pm – 5:00pm

    Rolling Forecasts Implementation

    Executing and implementing a rolling forecast properly will enable an organization to become more agile and dynamic in its business planning process. Though there are many definitions of a rolling forecast, all successful solutions must contain a few core components. Attendees will discuss key questions that they need to ask of themselves as well as learn the 5 core components of a highly effective rolling forecast:  extend beyond the calendar year, update on a regular/pre-determined basis, emphasize key business drivers, rapid forecast creation and blend actual performance along with the updated forecast.

    5:00pm Networking Reception



    Day 2

    7:45am Registration and Breakfast



    8:15am Welcome and Opening Comments



    Workshop: 8:30am – 10:30am

    Improving Planning, Analysis, and Forecasting with Advanced Analytics

    By utilizing advanced analytics, top performers can identify trends and connections between data, create smarter algorithms, and understand the lag between their actions and their actions’ impact. Further, these organizations can pair the data contained within EPM and analytical software to utilize forecasts and other data to drive improvements across the business. This keynote uncovers the challenges that organizations face in utilizing performance data, the steps needed to create a baseline budget, the tactics for taking budgeting to the next level through advanced analytics, and the benefits of predictive business solutions.

    10:30am 15 Minute Networking and Refreshment Break



    Session: 10:45am – 11:45am

    FP&A Transformation: Accelerate the Value Generated by Your FP&A Team

    How does your company win in a data-centric world?  Future success will be determined by acting on new insight faster than the competition.  FP&A teams play a pivotal role in this new paradigm as they are uniquely positioned between Strategy, Business and Data.  How are we preparing to take on this new role if most of our time is consumed collecting data, updating reports that are rarely read and answering mindless emails.  Teams are drowning in the volume of busy work, without having the right tools. You need to take the big step towards success.  In this session, learn about how to transform into an FP&A community that has: a deeper understanding on how to drive value in your organization through business partnering and innovating towards the future state of finance.


    11:45pm Lunch



    Workshop: 12:45pm – 2:45pm

    Building a High Performing FP&A 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 FP&A 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.

    2:45pm 15 Minute Networking and Refreshment Break


    Workshop: 3:00pm – 4:45pm

    Leading an FP&A Team through a Crisis

    In many technology companies today, businesses are growing – fast.  Companies need their leaders to build teams along their projected growth path to meet their longer term goals.  But what about a crisis situation – where the FP&A team falls apart, and its roles and functions need to be defined and rebuilt from scratch, all while sustaining business operations?  This session focuses on the experiences and learnings of the presenter and what he did as a leader to right the ship, focus on the right tasks, metrics and reports, and rebuild a team from the ground up – for two different businesses.


    4:45pm Adjourn




    2017 Presenters

    Who Should Attend?

    • Budget & Financial Analysts
    • CFO
    • Controller
    • Corporate Forecasting Manager
    • Corporate Strategy Manager
    • CPA
    • Director of Financial Reporting, Budgeting and Analysis
    • Director of Forecasting and Revenue Analytics
    • Director, Corporate FP&A
    • Director, Financial Reporting Analysis
    • Finance Manager
    • Forecast Manager
    • Forecasting & Planning and Analysis
    • Head of Financial Planning and Analysis
    • Lead Financial Analyst, Strategic Development
    • Manager, Budgeting & Purchasing
    • Operations Finance Manager
    • President
    • Project Manager, Finance Strategy
    • Sales Forecasting & Budgeting
    • Senior Financial Analyst
    • Sr. Finance Manager
    • Sr. Manager, Financial Planning & Analysis
    • Vice President – Financial Analysis and Budget
    • Vice President for Business & Finance
    • Vice President of Finance & Treasury
    • Vice President, Corporate Planning & Allocation
    • VP, Business Finance Operations
    • VP, Finance
    • And others!

    Past Attendee Organizations

    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 Rates Until 9/28/18 Regular Rates
    1 Attendee $1,599 $1,799
    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

     

    Travel Info


    Hotel / Venue

    The summit will take place at:

    Hilton San Diego Gaslamp Quarter – Downtown

    401 K Street
    San Diego, CA 92101
    (619) 231-4040
    Map It

    Online Room Reservations (Valid until 10/20/18):
    Click here to make a room reservation

    $235/night – Limited amount of discounted rooms available

    Surrounding Area and Transportation Options

    The Hilton San Diego Gaslamp Quarter is the closest hotel to the San Diego Convention Center, located 4 miles from the San Diego International Airport. This sleek and stylish urban boutique hotel is located at the gateway to the Historic Gaslamp Quarter which remains the hub of downtown’s nightlife scene, the place to see and be seen. The Quarter has more than 90 restaurants and countless chic clubs and boutiques. For the business traveler, we are located in the heart of the downtown San Diego and Bayfront, business district.

    Transportation

    Driving:
    4 miles from the airport. Take Harbor Drive toward Downtown. Follow past Convention Center and turn left on 5th Avenue, go one block and turn left on K street. The hotel is located on left side at intersection of 4th Avenue and K street.

    Taxis and rideshares are easily accessible at the airport and it is a very quick trip to the Hilton.

    Valet Parking Only:
    $35/night for overnight parking