11 a.m. - 12 p.m.
5:00 - 6:30 p.m.
Using Decision Analytics to Manage Portfolios
8:30 - 9:30 a.m.
17
From Data to Reporting & Insights Through Power BI
FP&A is both a box on the organizational chart as well as a set of skills that are useful that you can build on to deploy in different parts of the company. Hear from a panel of business leaders who are now applying their FP&A tools in new positions, including CFO, COO, Chief Business Intelligence, and Investor Relations. Learn how their careers changed, how they applied their FP&A skills to their new roles, and how they foster a culture that continues to develop and engage their top talent.
Sponsored by Host Analytics
Invesco’s acquisition of Oppenheimer Funds includes a goal to extract $475m in cost savings (16% of combined cost base) while executing a seamless business integration. The deal provides the opportunity to expand upon their digital transformation in multiple areas, such as upskilling their people, integrating technology beyond spreadsheets, and optimizing their processes to leverage these new capabilities. Learn how the team is restructuring to incorporate multiple technology knowledge systems while also fostering the development of traditional FP&A skillsets.
3:30 - 5 p.m.
12
1:30 - 3 p.m.
14
Closing Keynote
Bestselling Author
Select the sessions you can't miss by clicking the icon to add them to your agenda. Your agenda is being built at the bottom of the page. Note: this will not reserve your spot in the session rooms at FinNext.
2.
Tech Lounge Closing Reception
See My Agenda
4:15 - 4:45 p.m.
We are entering an era of digital finance that requires on-demand continuous planning where human and Artificial Intelligence (AI) work hand in hand to achieve better analytical results for data driven decisions. This session shares how FP&A professionals can leverage AI-enabled capabilities to augment subjective estimates of future performance with insightful and unbiased analytics, AI-driven revenue and operating forecasts, operational predictive analytics, and improved decision management. Attendees learn from a case study on applying this analytical process that includes the resulting economic benefits while also addressing why many analytic cultures ultimately fail.
Pre-Conference Workshop
Tuesday, March 17
3:30 - 5:00 p.m.
As the largest steel producer and recycler in the United States Nucor is challenged with forecasting projected cash positions for numerous projects spanning many years and consolidating data from 200+ locations and making actionable decisions across the enterprise. Get a close view of how Nucor’s FP&A team implemented a cloud-based planning and analytics solution that enabled an integrated, connected planning network across the organization. Learn how their focus on simplicity and scalability, recognizing where the solution could quickly be adopted and deployed while optimizing and providing critical business information.
OPENING KEYNOTE
Evolving FP&A
Is your organization agile enough to move beyond annual budgets that are often obsolete by the time they are printed? This session provides attendees with the tactics and strategies needed to replace their static budgeting practices with dynamic, forward-looking processes that better support financial performance management and decision making. Using direct case experience from VELUX, and other organizations that have already transformed, this session presents the steps (both evolutionary and revolutionary) needed to implement an agile planning process to ensure your organization succeeds in a constantly changing world.
Opening Keynote featuring Bestselling Author Daniel Pink
TUESDAY
FinNext 2020 Tech Challenge
The Power of a Diverse FP&A Team
technology & data
In 2018, M&A activity was valued at US$3.6 trillion with over 17,000 transactions worldwide, opening the opportunity for FP&A teams to play an instrumental role in enhancing the performance of the M&A process. This session covers the practical tools that support the M&A process at different levels in your organization and analyzes the importance of synergizing business models. Whether you are the acquirer or the acquired, gain valuable insights for improving the odds of a successful integration, and how to identify and lead a merger repair.
1:30 - 3:00 p.m.
Email Your FinNext Agenda
Business partnership is easy—just play nice in the sandbox, right? Despite our best intentions, we may not realize some common challenges in our attempts to be a good partner. This session shares several practitioner examples of good intentions gone wrong, and how the individuals and companies recovered to build strong relationships with their partners and customers. This highly engaging discussion gives attendees the opportunity to hear and learn from their peers while also sharing their own strategies for being an effective business partner.
Build Your Agenda in 3 Simple Steps
Companies rely on driver-based planning for direction in prioritizing their most important business factors. But how do you empirically identify and rigorously test the drivers in your driver-based planning? Learn how FP&A can be the strategic partner that operational managers rely on to identify the best drivers by walking through the sourcing process, correlation analysis, and how to test for and identify forecast biases in models. This session utilizes examples from multiple industries to provide practical techniques for creating driver-based models, including a “flex” budget example that adjusts budgets and targets to sales volumes.
With $15B in revenues, over 300 transfer stations and 20M customers, Waste Management (WM) forecasts every aspect of the business. In 2016, WM initiated a digital finance transformation effort to modernize key forecasting and analysis processes. Explore how WM built a business case to automate forecast processes to enable users to analyze transaction level and payment data for dynamic variance and trend analysis. Hear about the challenges WM experienced on their journey towards improved speed, quality, and scale of forecasting and reporting across its 12 lines of business to create detailed plans across the entire organization.
This tool is for planning purposes only and does not ensure your spot in an educational session. Also, sessions will not be transferred to the FinNext app.
5 - 6:30 p.m.
1.
Check out all the sessions we have to offer by clicking on each day and time slot.
Monday, March 16
3.
Navigating project investment decisions is a key activity of FP&A groups and successful corporate growth plans. How does your process compare to your peers? Using the results from AFP’s benchmarking survey as background for this facilitated talk, attendees discuss their FP&A team’s role throughout the project investment process. Additionally, in small groups, attendees share best practices, learn from their peers, and grow their professional network in this highly interactive session. This event is restricted to FP&A practitioners only. Seats for the FP&A Symposium are on a first come first serve basis and seating in the room is limited. Be sure to arrive early to secure a spot.
Be sure to REGISTER once you’ve explored the full agenda.
Be sure to REGISTER once you’ve explored the full agenda.
FinNext event Explorer
personal & teaM effectiveness
Sponsored by Host Analytics
This session has been added.
7
Invesco’s acquisition of Oppenheimer Funds includes a goal to extract $475m in cost savings (16% of combined cost base) while executing a seamless business integration. The deal provides the opportunity to expand upon their digital transformation in multiple areas, such as upskilling their people, integrating technology beyond spreadsheets, and optimizing their processes to leverage these new capabilities. Learn how the team is restructuring to incorporate multiple technology knowledge systems while also fostering the development of traditional FP&A skillsets.
13
Pre-Conference Workshop
We’ve all heard that “timing is everything.” The trouble is, we don’t know much about timing itself. Our business and professional lives present a never-ending stream of “when” decisions. However, we make them based on intuition and guesswork because we believe that timing is an art. In this provocative and entertaining keynote, New York Times bestselling author Daniel Pink shows that timing is a science – one we can use to make smarter decisions, enhance productivity, and boost the performance of FP&A organizations. Deeply researched and packed with takeaways, this keynote provides attendees tools to look at their work, organization, and lives, in fresh and invigorating ways.
Widening the Aperture of What is Possible, Without Losing Focus of What is Important
Regulatory bodies have made changes in accounting policies that change the calculation of income or balance sheets; your ability to forecast accurately requires that these changes flow through your forecasts as well. Learn about three headline accounting updates—ASC 606 Revenue Recognition, ASC 842 Lease Accounting, and the provision for doubtful debts—and hear the process of how FP&A professionals gained agreement on the impact, updated their models, and prepared the business for the new calculations.
To reduce time spent on repetitive and mundane tasks, companies are automating processes to allow FP&A professionals more time to focus on valuable work. This session explores how companies are leveraging automation, machine learning, and powerful new business intelligence tools to take analytics and reporting to the next level. Learn what is possible through accessible tools (such as PowerBI), including customizable interactive reports, row-level security, mobile deployment, combining data from multiple sources, and the application of AI.
Creating a Future Ready Planning Process
Alternative Approaches to Valuation: Going beyond DCF and Multiples
SUNDAY
3 - 4 p.m.
Financial Acumen
The R&D portfolio management team at Bayer Crop Sciences is using the principles of decision analytics to manage their R&D investment portfolios, involving both long-term and short-term understanding of impacts, risks, etc. They are going through digital transformation at a large scale and have also started the journey of applying similar decision analysis principles to manage the digital transformation portfolio. In this session BCS’s Corporate finance professionals share their methodologies as well as what they have learned from this process.
10:00 a.m. - 3:00 p.m.
Monday, 8:30 - 10 a.m.
The National Restaurant Association is the largest foodservice trade association in the world, with their economic engine originally built on delivering training and education via primarily print-based solutions. Amid rapid industry changes, they embarked on a digital transformation program touching virtually all facets of the organization with FP&A serving as the essential liaison between executive leadership, business operations, IT, and external consultants. This session explores how FP&A addresses implementation challenges, creates a roadmap for success, and establishes a unique business partnering operating model.
1:15 - 2:15 p.m.
9
The genesis of leadership starts with two principles: knowing yourself and knowing your people. No matter how many people you oversee, this presentation outlines easy and practical techniques to first recognize the leader in yourself, how to better understand your people, then weaves this information into actionable practices. Learn important leadership lessons derived from 24 years of both military and civilian service, and how to implement these lessons into your own leadership practices.
3
More information and details to come soon for this session.
With an array of Business Intelligence tools at their disposal, FP&A professionals are tasked with managing, organizing, interpreting and sharing data and insights throughout their organizations. But, how can they utilize these tools to prioritize the data to make effective forecasting and capital allocation decisions? In this hands-on workshop, attendees learn business partnering techniques corresponding to effective reporting with Power BI. Attendees learn how to build and design a Power BI report and walk away with tips and best practices for visualizing information to make recommendations to stakeholders and business partners. The cost to attend this Pre-Conference Workshop is $550.
8:30 - 9:30 a.m.
FP&A Symposium: Navigating Project Investment Decisions
Success in Simplicity: Establishing the Foundation for Planning & Analytics at Nucor
5
Creating an Agile Planning Process
11 a.m. – 12 p.m.
MONDAY
Start building your schedule
18
10
Financial Acumen
Register for this Workshop here
The Power of FP&A in Shaping M&A Performance
Sponsored by Host Analytics
1:15 – 2:15 p.m.
10:30 a.m. – 12 p.m
3 – 4 p.m.
4:45 – 6 p.m.
Welcome Reception
Chart Your Course to Effective Leadership
Using AI-enabled Predictive Analytics for Unbiased Forecasting and Decision-Making
Increasingly complex business environments coupled with the need for rapid decision-making present a unique set of challenges for FP&A professionals. More frequently, FP&A professionals are expected to provide a holistic view of company performance that goes beyond the data in a traditional financial statement. Learn how MITRE developed an FP&A analytical framework and how they utilize BI technologies to drive smarter decisions.
6
The landscape of planning system projects is littered with mangled, delayed or failed implementations resulting in unmet goals and budget overages. Prepare your organization for success by laying the groundwork of project strategy, organizational motivation, and vendor selection. Attendees of this practitioner-only roundtable share their lessons learned and discuss best practices to successfully implement a new financial planning system. This event is restricted to FP&A practitioners only. Seats for the FP&A Roundtable are on a first come first serve basis and seating in the room is limited. Be sure to arrive early to secure a spot.
The CXO Perspective: Career Pathing That Leverages FP&A Talent
MY finnext AGenda
20
Deals, Dreams & Data: How a $6B Deal Accelerated Invesco’s FP&A Transformation
FP&A Symposium: Navigating Project Investment Decisions
The world is globalizing, and organizations need to ensure they are evolving to keep pace. Building a diverse workforce pays dividends for both finance and the organization as a whole. A panel of finance and research leaders explore what true diversity looks like—“representing” diversity vs “being” diverse—and how to create and foster a diverse work environment that functions fluidly throughout your organization.
FP&A Roundtable: Implementing a Planning System
While many FP&A professionals adequately fulfill the duties associated with their role, many are capable of attaining a high level of effectiveness with further development of their consulting and people skills. American Family Insurance has developed a framework and tool based on the skills observed in extremely effective consultants. In this session, walk through that framework and learn about a tool that you can use to enhance your own skills or those of your staff.
21
19
Print Your FinNext Agenda
Session dimensions
Daniel Pink
3.
1.
Would you like to move beyond annual budgets and be agile enough to succeed in a constantly changing world? Are you looking for more effective planning processes to help your organization move beyond static budgets? This session shows you how to replace traditional budgeting practices with dynamic, forward-looking processes that support financial performance management and decision making. Using a direct case experience from VELUX and other organizations that have already transformed, learn about the steps that you can take to create a more agile planning process.
FP&A Roundtable: Implementing a Planning System
During the FinNext Tech Challenge attendees will see presentations from several different solution providers. Each solution provider will be presented with the same case study involving a particular challenge. Each provider will present their own unique solution and attendees will vote for the winner. Who knows, you might even find your organization's next great tech partner in the process. Challenge topics and participants will be announced at a later date.
2
From Data to Reporting & Insights Through Power BI
The Science of Perfect Timing
15
6
11
Integrating Accounting Changes Through Your Forecast
Take Your Financial Analytics & Reporting to the Next Level
Deals, Dreams & Data: How a $6B Deal Accelerated Invesco’s FP&A Transformation
CLOSING KEYNOTE
8
KEYNOTES
personal & teaM effectiveness
16
Session dimensions
1
Recipe for Success: FP&A’s Role in Leading Digital Transformation at National Restaurant Association
From Numbers Geek to Compelling Influencer
Most financial professionals are familiar with the traditional approaches to valuing companies and major assets such as DCF (Discounted Cash Flow) and Multiples. However, alternative approaches such as real options, decision trees and Monte Carlo Simulations may provide a better way to value companies and/or assets that don’t fit into the standard mold. In this session, hear how these alternative compare to traditional models, and how they can be applied to difficult valuation problems such as young start-up companies, intangible assets, or projects with high degrees of uncertainty.
7
Start building your schedule
2.
Pitfalls in Partnership: Moving From Enraged to Engaged
FinNext event Explorer
4:15 – 4:45 p.m.
Statistically Significant: Driver Based Planning
Transforming the Forecast at Waste Management
Sunday, March 15
Welcome Reception
Check out all the sessions we have to offer using the arrows on the right and left to navigate through each day and time block.
8:30 - 10 a.m.
Start FinNext off on the right foot when you attend the Welcome Reception. Here you'll have the opportunity to engage with fellow attendees who are passionate, like-minded FP&A practitioners in an informal setting - and celebrate your shared love for finance.
Select the sessions you can't miss by clicking the icon to add them to your agenda. Your agenda will be automatically populated and will appear on the final page of the Event Explorer. Note: this will not reserve your spot in the session rooms at FinNext.
Print out your agenda or email it to yourself. Use it to get approval from your boss or as a tool to review the goals you want to achieve. Since this tool is just for exploring the educational sessions at FinNext you will also want to check out the full FinNext schedule so that you can see all the networking events we have planned.
Print out your agenda or email it to yourself. Use it to get approval from your boss or as a tool to review the goals you want to achieve. Since this tool is just for exploring the educational sessions at FinNext you will also want to check out the full FinNext schedule so that you can see all the networking events we have planned.
4
technology & data
Build Your Agenda in 3 Simple Steps
Scroll to the bottom to see your agenda.
Sponsored by Host Analytics
Welcome Reception
5:00 - 6:30 p.m.
1.
SUNDAY
TUESDAY
Start FinNext off on the right foot when you attend the Welcome Reception. Here you'll have the opportunity to engage with fellow attendees who are passionate, like-minded FP&A practitioners in an informal setting - and celebrate your shared love for finance.
FP&A Symposium: Navigating Project Investment Decisions
3:30 - 5:00 p.m.
Navigating project investment decisions is a key activity of FP&A groups and successful corporate growth plans. How does your process compare to your peers? Using the results from AFP’s benchmarking survey as background for this facilitated talk, attendees discuss their FP&A team’s role throughout the project investment process. Additionally, in small groups, attendees share best practices, learn from their peers, and grow their professional network in this highly interactive session. This event is restricted to FP&A practitioners only. Seats for the FP&A Symposium are on a first come first serve basis and seating in the room is limited. Be sure to arrive early to secure a spot.
FP&A Roundtable: Implementing a Planning System
Build Your Agenda in 3 Simple Steps
Sponsored by Host Analytics
3.
1:30 - 3:00 p.m.
Pre-Conference Workshop
With an array of Business Intelligence tools at their disposal, FP&A professionals are tasked with managing, organizing, interpreting and sharing data and insights throughout their organizations. But, how can they utilize these tools to prioritize the data to make effective forecasting and capital allocation decisions? In this hands-on workshop, attendees learn business partnering techniques corresponding to effective reporting with Power BI. Attendees learn how to build and design a Power BI report and walk away with tips and best practices for visualizing information to make recommendations to stakeholders and business partners. The cost to attend this Pre-Conference Workshop is $550.
Check out all the sessions we have to offer using the arrows on the right and left to navigate through each day and time block.
KEYNOTES
MONDAY
Register for this Workshop here
The landscape of planning system projects is littered with mangled, delayed or failed implementations resulting in unmet goals and budget overages. Prepare your organization for success by laying the groundwork of project strategy, organizational motivation, and vendor selection. Attendees of this practitioner-only roundtable share their lessons learned and discuss best practices to successfully implement a new financial planning system. This event is restricted to FP&A practitioners only. Seats for the FP&A Symposium are on a first come first serve basis and seating in the room is limited. Be sure to arrive early to secure a spot.
Pre-Conference Workshop
From Data to Reporting & Insights Through Power BI
Be sure to REGISTER once you’ve explored the full agenda.
FinNext event Explorer
Select the sessions you can't miss by clicking the icon to add them to your agenda. Your agenda will be automatically populated and will appear on the final page of the Event Explorer. Note: this will not reserve your spot in the session rooms at FinNext.
Print out your agenda or email it to yourself. Use it to get approval from your boss or as a tool to review the goals you want to achieve. Since this tool is just for exploring the educational sessions at FinNext you will also want to check out the full FinNext schedule so that you can see all the networking events we have planned.
2.
Sponsored by Host Analytics
11 a.m. - 12 p.m.
While many FP&A professionals adequately fulfill the duties associated with their role, many are capable of attaining a high level of effectiveness with further development of their consulting and people skills. American Family Insurance has developed a framework and tool based on the skills observed in extremely effective consultants. In this session, walk through that framework and learn about a tool that you can use to enhance your own skills or those of your staff.
21
Explore the schedule of educational sessions and Keynotes we have planned. Click on a day and a time slot to see what educational sessions are being offered then. You’ll also want to check out the full FinNext schedule to get a feel for the Networking Events and Tech Lounge Solution Showcase presentations.
Increasingly complex business environments coupled with the need for rapid decision-making present a unique set of challenges for FP&A professionals. More frequently, FP&A professionals are expected to provide a holistic view of company performance that goes beyond the data in a traditional financial statement. Learn how MITRE developed an FP&A analytical framework and how they utilize BI technologies to drive smarter decisions.
19
personal team & effectiveness
Tuesday, March 17
Would you like to move beyond annual budgets and be agile enough to succeed in a constantly changing world? Are you looking for more effective planning processes to help your organization move beyond static budgets? This session shows you how to replace traditional budgeting practices with dynamic, forward-looking processes that support financial performance management and decision making. Using a direct case experience from VELUX and other organizations that have already transformed, learn about the steps that you can take to create a more agile planning process.
5
Pre-Conference Workshop
Is your organization agile enough to move beyond annual budgets that are often obsolete by the time they are printed? This session provides attendees with the tactics and strategies needed to replace their static budgeting practices with dynamic, forward-looking processes that better support financial performance management and decision making. Using direct case experience from VELUX, and other organizations who have already transformed, this session presents the steps (both evolutionary and revolutionary) needed to implement an agile planning process to ensure your organization succeeds in a constantly changing world.
The world is globalizing, and finance needs to evolve with it. Diversity is an attribute that pays dividends for finance and the organization as a whole. A panel of finance and research leaders explore what true diversity looks like—“representing” diversity vs “being” diverse—and how to create and foster a diverse work environment that functions fluidly throughout your organization.
Using AI-enabled Predictive Analytics for Unbiased Forecasting and Decision-Making
3:30 - 5 p.m.
6
MY finnext AGenda
The CXO Perspective: Career Pathing That Leverages FP&A Talent
Welcome Reception
Transforming the Forecast at Waste Management
20
Take Your Financial Analytics & Reporting to the Next Level
Success in Simplicity: Establishing the Foundation for Planning & Analytics at Nucor
4
3
1:15 – 2:15 p.m.
11 a.m. – 12 p.m.
More information and details to come soon for this session.
FinNext 2020 Tech Challenge
Session dimensions
SUNDAY
The Power of FP&A in Shaping M&A Performance
Chart Your Course to Effective Leadership
Technolody & Data
3
personal & team effectiveness
8:30 - 10 a.m.
personal & team effectiveness
9
Finance Acumen
MONDAY
Pre-Conference Workshop
FinNext event Explorer
1:30 - 3:00 p.m.
Monday, 8:30 - 10 a.m.
3:30 - 5:00 p.m.
2
10
Success in Simplicity: Establishing the Foundation for Planning & Analytics at Nucor
5 - 6:30 p.m.
3 – 4 p.m.
Financial Acumen
personal team & effectiveness
Sponsored by Host Analytics
Scroll to the bottom to see your agenda.
Statistically Significant: Driver Based Planning
Tech Lounge Closing Reception
Sunday, March 15
4
Closing Keynote
1.
Financial Acumen
3.
5:00 - 6:30 p.m.
Pitfalls in Planning: Moving From Enraged to Engaged
11 a.m. - 12 p.m.
Build Your Agenda in 3 Simple Steps
Most financial professionals are familiar with the traditional approaches to valuing companies and major assets such as DCF (Discounted Cash Flow) and Multiples. However, alternative approaches such as real options, decision trees and Monte Carlo Simulations may provide a better way to value companies and/or assets that don’t fit into the standard mold. In this session, hear how these alternative compare to traditional models, and how they can be applied to difficult valuation problems such as young start-up companies, intangible assets, or projects with high degrees of uncertainty.
7
The genesis of leadership starts with two principles: knowing yourself and knowing your people. No matter how many people you oversee, this presentation outlines easy and practical techniques to first recognize the leader in yourself, how to better understand your people, then weaves this information into actionable practices. Learn important leadership lessons derived from 24 years of both military and civilian service, and how to implement these lessons into your own leadership practices.
6
The Science of Perfect Timing
Using AI-enabled Predictive Analytics for Unbiased Forecasting and Decision-Making
15
With an array of Business Intelligence tools at their disposal, FP&A professionals are tasked with managing, organizing, interpreting and sharing data and insights throughout their organizations. But, how can they utilize these tools to prioritize the data to make effective forecasting and capital allocation decisions? In this hands-on workshop, attendees learn business partnering techniques corresponding to effective reporting with Power BI. Attendees learn how to build and design a Power BI report and walk away with tips and best practices for visualizing information to make recommendations to stakeholders and business partners. The cost to attend this Pre-Conference Workshop is $550.
11
CLOSING KEYNOTE
5
Integrating Accounting Changes Through Your Forecast
Bestselling Author
KEYNOTES
Deals, Dreams & Data: How a $6B Deal Accelerated Invesco’s FP&A Transformation
Integrating Accounting Changes Through Your Forecast
8
Email Your FinNext Agenda
16
FP&A is a department in transition, and the required structure and skills are changing as well. AFP CEO Jim Kaitz sits down with an executive from one of the world’s largest companies to talk about how they evolved FP&A over the past ten years, and look ahead to the next decade of innovation. Topics include the FP&A mindset, organizational structure, enabling technologies and personnel management.
18
1
From Numbers Geek to Compelling Influencer
Recipe for Success: FP&A’s Role in Leading Digital Transformation at National Restaurant Association
Deals, Dreams & Data: How a $6B Deal Accelerated Invesco’s FP&A Transformation
Invesco’s acquisition of Oppenheimer Funds includes a goal to extract $475m in cost savings (16% of combined cost base) while executing a seamless business integration. The deal provides the opportunity to expand upon their digital transformation in multiple areas, such as upskilling their people, integrating technology beyond spreadsheets, and optimizing their processes to leverage these new capabilities. Learn how the team is restructuring to incorporate multiple technology knowledge systems while also fostering the development of traditional FP&A skillsets.
As the largest steel producer and recycler in the United States Nucor is challenged with forecasting projected cash positions for numerous projects spanning many years and consolidating data from 200+ locations and making actionable decisions across the enterprise. Get a close view of how Nucor’s FP&A team implemented a cloud-based planning and analytics solution that enabled an integrated, connected planning network across the organization. Learn how their focus on simplicity and scalability, recognizing where the solution could quickly be adopted and deployed while optimizing and providing critical business information.
Start FinNext off on the right foot when you attend the Welcome Reception. Here you'll have the opportunity to engage with fellow attendees who are passionate, like-minded FP&A practitioners in an informal setting - and celebrate your shared love for finance.
In 2018, M&A activity was valued at US$3.6 trillion with over 17,000 transactions worldwide, opening the opportunity for FP&A teams to play an instrumental role in enhancing the performance of the M&A process. This session covers the practical tools that support the M&A process at different levels in your organization and analyzes the importance of synergizing business models. Whether you are the acquirer or the acquired, gain valuable insights for improving the odds of a successful integration, and how to identify and lead a merger repair.
Using Decision Analytics to Manage Portfolios
Evolving FP&A
We are entering an era of digital finance that requires on-demand continuous planning where human and Artificial Intelligence (AI) work hand in hand to achieve better analytical results for data driven decisions. This session shares how FP&A professionals can leverage AI-enabled capabilities to augment subjective estimates of future performance with insightful and unbiased analytics, AI-driven revenue and operating forecasts, operational predictive analytics, and improved decision management. Attendees learn from a case study on applying this analytical process that includes the resulting economic benefits while also addressing why many analytic cultures ultimately fail.
Technolody & Data
From Data to Reporting & Insights Through Power BI
Monday, March 16
Widening the Aperture of What is Possible, Without Losing Focus of What is Important
Navigating project investment decisions is a key activity of FP&A groups and successful corporate growth plans. How does your process compare to your peers? Using the results from AFP’s benchmarking survey as background for this facilitated talk, attendees discuss their FP&A team’s role throughout the project investment process. Additionally, in small groups, attendees share best practices, learn from their peers, and grow their professional network in this highly interactive session. This event is restricted to FP&A practitioners only. Seats for the FP&A Symposium are on a first come first serve basis and seating in the room is limited. Be sure to arrive early to secure a spot.
OPENING KEYNOTE
Technolody & Data
TUESDAY
FP&A Roundtable
FP&A Symposium
Technolody & Data
Daniel Pink
Welcome Reception
During the FinNext Tech Challenge attendees will see presentations from several different solution providers. Each solution provider will be presented with the same case study involving a particular challenge. Each provider will present their own unique solution and attendees will vote for the winner. Who knows, you might even find your organization's next great tech partner in the process. Challenge topics and participants will be announced at a later date.
FP&A Roundtable
Evolving FP&A
17
From Data to Reporting & Insights Through Power BI
4:15 – 4:45 p.m.
Register for this Workshop here
12
14
8:30 - 9:30 a.m.
Connect with your fellow FP&A practitioners as you discuss a yet to be determined topic or trend from the industry. Hear best practices and discover where your colleagues stand on the matter. Check back soon for future details. This event is restricted to FP&A practitioners only. Seats for the FP&A Symposium are on a first come first serve basis and seating in the room is limited. Be sure to arrive early to secure a spot.
FP&A is both a box on the organizational chart as well as a set of skills that are useful that you can build on to deploy in different parts of the company. Hear from a panel of business leaders who are now applying their FP&A tools in new positions, including CFO, COO, Chief Business Intelligence, and Investor Relations. Learn how their careers changed, how they applied their FP&A skills to their new roles, and how they foster a culture that continues to develop and engage their top talent.
Sponsored by Host Analytics
With $15B in revenues, over 300 transfer stations and 20M customers, Waste Management (WM) forecasts every aspect of the business. In 2016, WM initiated a digital finance transformation effort to modernize key forecasting and analysis processes. Explore how WM built a business case to automate forecast processes to enable users to analyze transaction level and payment data for dynamic variance and trend analysis. Hear about the challenges WM experienced on their journey towards improved speed, quality, and scale of forecasting and reporting across its 12 lines of business to create detailed plans across the entire organization.
To reduce time spent on repetitive and mundane tasks, companies are automating processes to allow FP&A professionals more time to focus on valuable work. This session explores how companies are leveraging automation, machine learning, and powerful new business intelligence tools to take analytics and reporting to the next level. Learn what is possible through accessible tools (such as PowerBI), including customizable interactive reports, row-level security, mobile deployment, combining data from multiple sources, and the application of AI.
As the largest steel producer and recycler in the United States Nucor is challenged with forecasting projected cash positions for numerous projects spanning many years and consolidating data from 200+ locations and making actionable decisions across the enterprise. Get a close view of how Nucor’s FP&A team implemented a cloud-based planning and analytics solution that enabled an integrated, connected planning network across the organization. Learn how their focus on simplicity and scalability, recognizing where the solution could quickly be adopted and deployed while optimizing and providing critical business information.
Opening Keynote featuring Bestselling Author Daniel Pink
Creating an Agile Planning Process
8:30 - 9:30 a.m.
7
13
4:15 - 4:45 p.m.
We’ve all heard that “timing is everything.” The trouble is, we don’t know much about timing itself. Our business and professional lives present a never-ending stream of “when” decisions. However, we make them based on intuition and guesswork because we believe that timing is an art. In this provocative and entertaining keynote, New York Times bestselling author Daniel Pink shows that timing is a science – one we can use to make smarter decisions, enhance productivity, and boost the performance of FP&A organizations. Deeply researched and packed with takeaways, this keynote provides attendees tools to look at their work, organization, and lives, in fresh and invigorating ways.
We are entering an era of digital finance that requires on-demand continuous planning where human and Artificial Intelligence (AI) work hand in hand to achieve better analytical results for data driven decisions. This session shares how FP&A professionals can leverage AI-enabled capabilities to augment subjective estimates of future performance with insightful and unbiased analytics, AI-driven revenue and operating forecasts, operational predictive analytics, and improved decision management. Attendees learn from a case study on applying this analytical process that includes the resulting economic benefits while also addressing why many analytic cultures ultimately fail.
Creating a Future Ready Planning Process
Regulatory bodies have made changes in accounting policies that change the calculation of income or balance sheets; your ability to forecast accurately requires that these changes flow through your forecasts as well. Learn about three headline accounting updates—ASC 606 Revenue Recognition, ASC 842 Lease Accounting, and the provision for doubtful debts—and hear the process of how FP&A professionals gained agreement on the impact, updated their models, and prepared the business for the new calculations.
Invesco’s acquisition of Oppenheimer Funds includes a goal to extract $475m in cost savings (16% of combined cost base) while executing a seamless business integration. The deal provides the opportunity to expand upon their digital transformation in multiple areas, such as upskilling their people, integrating technology beyond spreadsheets, and optimizing their processes to leverage these new capabilities. Learn how the team is restructuring to incorporate multiple technology knowledge systems while also fostering the development of traditional FP&A skillsets.
Regulatory bodies have made changes in accounting policies that change the calculation of income or balance sheets; your ability to forecast accurately requires that these changes flow through your forecasts as well. Learn about three headline accounting updates—ASC 606 Revenue Recognition, ASC 842 Lease Accounting, and the provision for doubtful debts—and hear the process of how FP&A professionals gained agreement on the impact, updated their models, and prepared the business for the new calculations.
Alternative Approaches to Valuation: Going beyond DCF and Multiples
Print Your FinNext Agenda
3 - 4 p.m.
The R&D portfolio management team at Bayer Crop Sciences is using the principles of decision analytics to manage their R&D investment portfolios, involving both long-term and short-term understanding of impacts, risks, etc. They are going through digital transformation at a large scale and have also started the journey of applying similar decision analysis principles to manage the digital transformation portfolio. In this session BCS’s Corporate finance professionals share their methodologies as well as what they have learned from this process.
The Power of a Diverse FP&A Team
1:15 - 2:15 p.m.
The National Restaurant Association is the largest foodservice trade association in the world, with their economic engine originally built on delivering training and education via primarily print-based solutions. Amid rapid industry changes, they embarked on a digital transformation program touching virtually all facets of the organization with FP&A serving as the essential liaison between executive leadership, business operations, IT, and external consultants. This session explores how FP&A addresses implementation challenges, creates a roadmap for success, and establishes a unique business partnering operating model.
Finance Acumen
technology & data
1:30 - 3 p.m.
This session has been added.
Companies rely on driver-based planning for direction in prioritizing their most important business factors. But how do you empirically identify and rigorously test the drivers in your driver-based planning? Learn how FP&A can be the strategic partner that operational managers rely on to identify the best drivers by walking through the sourcing process, correlation analysis, and how to test for and identify forecast biases in models. This session utilizes examples from multiple industries to provide practical techniques for creating driver-based models, including a “flex” budget example that adjusts budgets and targets to sales volumes.
See My Agenda
2
4:45 – 6 p.m.
This tool is for planning purposes only and does not ensure your spot in an educational session. Also, sessions will not be transferred to the FinNext app.
FP&A Symposium
Check out all the sessions we have to offer using the arrows on the right and left to navigate through each day and time block.
10:30 a.m. – 12 p.m
2.
technology & data
Select the sessions you can't miss by clicking the icon to add them to your agenda. Your agenda will be automatically populated and will appear on the final page of the Event Explorer. Note: this will not reserve your spot in the session rooms at FinNext.
Session dimensions
Be sure to REGISTER once you’ve explored the full agenda.
Business partnership is easy—just play nice in the sandbox, right? Despite our best intentions, we may not realize some common stumbles in our attempts to be a good partner. This session shares several examples of good intentions gone wrong, and how the individuals and companies have recovered to build strong relationships with their partners and customers. This highly engaging discussion gives attendees the opportunity to hear and learn from their peers while also sharing their own strategies for being an effective business partner.
MONDAY
FinNext event Explorer
Print out your agenda or email it to yourself. Use it to get approval from your boss or as a tool to review the goals you want to achieve. Since this tool is just for exploring the educational sessions at FinNext you will also want to check out the full FinNext schedule so that you can see all the networking events we have planned.
11 a.m. - 12 p.m.
Invesco’s acquisition of Oppenheimer Funds includes a goal to extract $475m in cost savings (16% of combined cost base) while executing a seamless business integration. The deal provides the opportunity to expand upon their digital transformation in multiple areas, such as upskilling their people, integrating technology beyond spreadsheets, and optimizing their processes to leverage these new capabilities. Learn how the team is restructuring to incorporate multiple technology knowledge systems while also fostering the development of traditional FP&A skillsets.
Evolving FP&A
17
Email Your FinNext Agenda
From Data to Reporting & Insights Through Power BI
Finance Acumen
Register for this Workshop here
8:30 - 10 a.m.
12
8:30 - 9:30 a.m.
Connect with your fellow FP&A practitioners as you discuss a yet to be determined topic or trend from the industry. Hear best practices and discover where your colleagues stand on the matter. Check back soon for future details. This event is restricted to FP&A practitioners only. Seats for the FP&A Symposium are on a first come first serve basis and seating in the room is limited. Be sure to arrive early to secure a spot.
3:30 - 5 p.m.
FP&A is both a box on the organizational chart as well as a set of skills that are useful that you can build on to deploy in different parts of the company. Hear from a panel of business leaders who are now applying their FP&A tools in new positions, including CFO, COO, Chief Business Intelligence, and Investor Relations. Learn how their careers changed, how they applied their FP&A skills to their new roles, and how they foster a culture that continues to develop and engage their top talent.
1:15 – 2:15 p.m.
With $15B in revenues, over 300 transfer stations and 20M customers, Waste Management (WM) forecasts every aspect of the business. In 2016, WM initiated a digital finance transformation effort to modernize key forecasting and analysis processes. Explore how WM built a business case to automate forecast processes to enable users to analyze transaction level and payment data for dynamic variance and trend analysis. Hear about the challenges WM experienced on their journey towards improved speed, quality, and scale of forecasting and reporting across its 12 lines of business to create detailed plans across the entire organization.
To reduce time spent on repetitive and mundane tasks, companies are automating processes to allow FP&A professionals more time to focus on valuable work. This session explores how companies are leveraging automation, machine learning, and powerful new business intelligence tools to take analytics and reporting to the next level. Learn what is possible through accessible tools (such as PowerBI), including customizable interactive reports, row-level security, mobile deployment, combining data from multiple sources, and the application of AI.
During the FinNext Tech Challenge attendees will see presentations from several different solution providers. Each solution provider will be presented with the same case study involving a particular challenge. Each provider will present their own unique solution and attendees will vote for the winner. Who knows, you might even find your organization's next great tech partner in the process. Challenge topics and participants will be announced at a later date.
personal & team effectiveness
Technolody & Data
Tech Lounge Closing Reception
14
Widening the Aperture of What is Possible, Without Losing Focus of What is Important
Start FinNext off on the right foot when you attend the Welcome Reception. Here you'll have the opportunity to engage with fellow attendees who are passionate, like-minded FP&A practitioners in an informal setting - and celebrate your shared love for finance.
In 2018, M&A activity was valued at US$3.6 trillion with over 17,000 transactions worldwide, opening the opportunity for FP&A teams to play an instrumental role in enhancing the performance of the M&A process. This session covers the practical tools that support the M&A process at different levels in your organization and analyzes the importance of synergizing business models. Whether you are the acquirer or the acquired, gain valuable insights for improving the odds of a successful integration, and how to identify and lead a merger repair.
Using Decision Analytics to Manage Portfolios
Technolody & Data
We are entering an era of digital finance that requires on-demand continuous planning where human and Artificial Intelligence (AI) work hand in hand to achieve better analytical results for data driven decisions. This session shares how FP&A professionals can leverage AI-enabled capabilities to augment subjective estimates of future performance with insightful and unbiased analytics, AI-driven revenue and operating forecasts, operational predictive analytics, and improved decision management. Attendees learn from a case study on applying this analytical process that includes the resulting economic benefits while also addressing why many analytic cultures ultimately fail.
Technolody & Data
From Data to Reporting & Insights Through Power BI
3 – 4 p.m.
As the largest steel producer and recycler in the United States Nucor is challenged with forecasting projected cash positions for numerous projects spanning many years and consolidating data from 200+ locations and making actionable decisions across the enterprise. Get a close view of how Nucor’s FP&A team implemented a cloud-based planning and analytics solution that enabled an integrated, connected planning network across the organization. Learn how their focus on simplicity and scalability, recognizing where the solution could quickly be adopted and deployed while optimizing and providing critical business information.
Invesco’s acquisition of Oppenheimer Funds includes a goal to extract $475m in cost savings (16% of combined cost base) while executing a seamless business integration. The deal provides the opportunity to expand upon their digital transformation in multiple areas, such as upskilling their people, integrating technology beyond spreadsheets, and optimizing their processes to leverage these new capabilities. Learn how the team is restructuring to incorporate multiple technology knowledge systems while also fostering the development of traditional FP&A skillsets.
Navigating project investment decisions is a key activity of FP&A groups and successful corporate growth plans. How does your process compare to your peers? Using the results from AFP’s benchmarking survey as background for this facilitated talk, attendees discuss their FP&A team’s role throughout the project investment process. Additionally, in small groups, attendees share best practices, learn from their peers, and grow their professional network in this highly interactive session. This event is restricted to FP&A practitioners only. Seats for the FP&A Symposium are on a first come first serve basis and seating in the room is limited. Be sure to arrive early to secure a spot.
OPENING KEYNOTE
Finance Acumen
TUESDAY
FP&A Roundtable
FP&A Symposium
Daniel Pink
Welcome Reception
During the FinNext Tech Challenge attendees will see presentations from several different solution providers. Each solution provider will be presented with the same case study involving a particular challenge. Each provider will present their own unique solution and attendees will vote for the winner. Who knows, you might even find your organization's next great tech partner in the process. Challenge topics and participants will be announced at a later date.
Creating an Agile Planning Process
Tuesday, March 17
MY finnext AGenda
Scroll to the bottom to see your agenda.
Welcome Reception
Companies rely on driver-based planning for direction in prioritizing their most important business factors. But how do you empirically identify and rigorously test the drivers in your driver-based planning? Learn how FP&A can be the strategic partner that operational managers rely on to identify the best drivers by walking through the sourcing process, correlation analysis, and how to test for and identify forecast biases in models. This session utilizes examples from multiple industries to provide practical techniques for creating driver-based models, including a “flex” budget example that adjusts budgets and targets to sales volumes.
Closing Keynote
5 - 6:30 p.m.
11 a.m. – 12 p.m.
1.
personal team & effectiveness
3.
technology & data
Sunday, March 15
Business partnership is easy—just play nice in the sandbox, right? Despite our best intentions, we may not realize some common stumbles in our attempts to be a good partner. This session shares several examples of good intentions gone wrong, and how the individuals and companies have recovered to build strong relationships with their partners and customers. This highly engaging discussion gives attendees the opportunity to hear and learn from their peers while also sharing their own strategies for being an effective business partner.
Build Your Agenda in 3 Simple Steps
Sponsored by Host Analytics
The National Restaurant Association is the largest foodservice trade association in the world, with their economic engine originally built on delivering training and education via primarily print-based solutions. Amid rapid industry changes, they embarked on a digital transformation program touching virtually all facets of the organization with FP&A serving as the essential liaison between executive leadership, business operations, IT, and external consultants. This session explores how FP&A addresses implementation challenges, creates a roadmap for success, and establishes a unique business partnering operating model.
1:15 - 2:15 p.m.
13
4:15 - 4:45 p.m.
We’ve all heard that “timing is everything.” The trouble is, we don’t know much about timing itself. Our business and professional lives present a never-ending stream of “when” decisions. However, we make them based on intuition and guesswork because we believe that timing is an art. In this provocative and entertaining keynote, New York Times bestselling author Daniel Pink shows that timing is a science – one we can use to make smarter decisions, enhance productivity, and boost the performance of FP&A organizations. Deeply researched and packed with takeaways, this keynote provides attendees tools to look at their work, organization, and lives, in fresh and invigorating ways.
Companies rely on driver-based planning for direction in prioritizing their most important business factors. But how do you empirically identify and rigorously test the drivers in your driver-based planning? Learn how FP&A can be the strategic partner that operational managers rely on to identify the best drivers by walking through the sourcing process, correlation analysis, and how to test for and identify forecast biases in models. This session utilizes examples from multiple industries to provide practical techniques for creating driver-based models, including a “flex” budget example that adjusts budgets and targets to sales volumes.
Creating a Future Ready Planning Process
7
Regulatory bodies have made changes in accounting policies that change the calculation of income or balance sheets; your ability to forecast accurately requires that these changes flow through your forecasts as well. Learn about three headline accounting updates—ASC 606 Revenue Recognition, ASC 842 Lease Accounting, and the provision for doubtful debts—and hear the process of how FP&A professionals gained agreement on the impact, updated their models, and prepared the business for the new calculations.
Invesco’s acquisition of Oppenheimer Funds includes a goal to extract $475m in cost savings (16% of combined cost base) while executing a seamless business integration. The deal provides the opportunity to expand upon their digital transformation in multiple areas, such as upskilling their people, integrating technology beyond spreadsheets, and optimizing their processes to leverage these new capabilities. Learn how the team is restructuring to incorporate multiple technology knowledge systems while also fostering the development of traditional FP&A skillsets.
Business partnership is easy—just play nice in the sandbox, right? Despite our best intentions, we may not realize some common challenges in our attempts to be a good partner. This session shares several practitioner examples of good intentions gone wrong, and how the individuals and companies recovered to build strong relationships with their partners and customers. This highly engaging discussion gives attendees the opportunity to hear and learn from their peers while also sharing their own strategies for being an effective business partner.
Alternative Approaches to Valuation: Going beyond DCF and Multiples
Financial Acumen
3 - 4 p.m.
The R&D portfolio management team at Bayer Crop Sciences is using the principles of decision analytics to manage their R&D investment portfolios, involving both long-term and short-term understanding of impacts, risks, etc. They are going through digital transformation at a large scale and have also started the journey of applying similar decision analysis principles to manage the digital transformation portfolio. In this session BCS’s Corporate finance professionals share their methodologies as well as what they have learned from this process.
The Power of a Diverse FP&A Team
Deals, Dreams & Data: How a $6B Deal Accelerated Invesco’s FP&A Transformation
Success in Simplicity: Establishing the Foundation for Planning & Analytics at Nucor
Session dimensions
SUNDAY
The Power of FP&A in Shaping M&A Performance
Chart Your Course to Effective Leadership
3
Technolody & Data
4:15 – 4:45 p.m.
Deals, Dreams & Data: How a $6B Deal Accelerated Invesco’s FP&A Transformation
personal & team effectiveness
MONDAY
Pre-Conference Workshop
FinNext event Explorer
1:30 - 3:00 p.m.
9
Monday, 8:30 - 10 a.m.
3:30 - 5:00 p.m.
2
10
9
FinNext 2020 Tech Challenge
Opening Keynote featuring Bestselling Author Daniel Pink
7
21
Explore the schedule of educational sessions and Keynotes we have planned. Click on a day and a time slot to see what educational sessions are being offered then. You’ll also want to check out the full FinNext schedule to get a feel for the Networking Events and Tech Lounge Solution Showcase presentations.
Increasingly complex business environments coupled with the need for rapid decision-making present a unique set of challenges for FP&A professionals. More frequently, FP&A professionals are expected to provide a holistic view of company performance that goes beyond the data in a traditional financial statement. Learn how MITRE developed an FP&A analytical framework and how they utilize BI technologies to drive smarter decisions.
19
personal team & effectiveness
Would you like to move beyond annual budgets and be agile enough to succeed in a constantly changing world? Are you looking for more effective planning processes to help your organization move beyond static budgets? This session shows you how to replace traditional budgeting practices with dynamic, forward-looking processes that support financial performance management and decision making. Using a direct case experience from VELUX and other organizations that have already transformed, learn about the steps that you can take to create a more agile planning process.
10:30 a.m. – 12 p.m
Pre-Conference Workshop
Is your organization agile enough to move beyond annual budgets that are often obsolete by the time they are printed? This session provides attendees with the tactics and strategies needed to replace their static budgeting practices with dynamic, forward-looking processes that better support financial performance management and decision making. Using direct case experience from VELUX, and other organizations who have already transformed, this session presents the steps (both evolutionary and revolutionary) needed to implement an agile planning process to ensure your organization succeeds in a constantly changing world.
The world is globalizing, and finance needs to evolve with it. Diversity is an attribute that pays dividends for finance and the organization as a whole. A panel of finance and research leaders explore what true diversity looks like—“representing” diversity vs “being” diverse—and how to create and foster a diverse work environment that functions fluidly throughout your organization.
While many FP&A professionals adequately fulfill the duties associated with their role, many are capable of attaining a high level of effectiveness with further development of their consulting and people skills. American Family Insurance has developed a framework and tool based on the skills observed in extremely effective consultants. In this session, walk through that framework and learn about a tool that you can use to enhance your own skills or those of your staff.
Using AI-enabled Predictive Analytics for Unbiased Forecasting and Decision-Making
6
FP&A Symposium
The CXO Perspective: Career Pathing That Leverages FP&A Talent
Transforming the Forecast at Waste Management
20
Take Your Financial Analytics & Reporting to the Next Level
FinNext 2020 Tech Challenge
4:45 – 6 p.m.
MONDAY
Most financial professionals are familiar with the traditional approaches to valuing companies and major assets such as DCF (Discounted Cash Flow) and Multiples. However, alternative approaches such as real options, decision trees and Monte Carlo Simulations may provide a better way to value companies and/or assets that don’t fit into the standard mold. In this session, hear how these alternative compare to traditional models, and how they can be applied to difficult valuation problems such as young start-up companies, intangible assets, or projects with high degrees of uncertainty.
7
The genesis of leadership starts with two principles: knowing yourself and knowing your people. No matter how many people you oversee, this presentation outlines easy and practical techniques to first recognize the leader in yourself, how to better understand your people, then weaves this information into actionable practices. Learn important leadership lessons derived from 24 years of both military and civilian service, and how to implement these lessons into your own leadership practices.
6
The Science of Perfect Timing
Statistically Significant: Driver Based Planning
15
With an array of Business Intelligence tools at their disposal, FP&A professionals are tasked with managing, organizing, interpreting and sharing data and insights throughout their organizations. But, how can they utilize these tools to prioritize the data to make effective forecasting and capital allocation decisions? In this hands-on workshop, attendees learn business partnering techniques corresponding to effective reporting with Power BI. Attendees learn how to build and design a Power BI report and walk away with tips and best practices for visualizing information to make recommendations to stakeholders and business partners. The cost to attend this Pre-Conference Workshop is $550.
11
CLOSING KEYNOTE
5
Integrating Accounting Changes Through Your Forecast
Bestselling Author
Deals, Dreams & Data: How a $6B Deal Accelerated Invesco’s FP&A Transformation
Pitfalls in Partnership: Moving From Enraged to Engaged
8
Session dimensions
16
FP&A is a department in transition, and the required structure and skills are changing as well. AFP CEO Jim Kaitz sits down with an executive from one of the world’s largest companies to talk about how they evolved FP&A over the past ten years, and look ahead to the next decade of innovation. Topics include the FP&A mindset, organizational structure, enabling technologies and personnel management.
18
1
From Numbers Geek to Compelling Influencer
Recipe for Success: FP&A’s Role in Leading Digital Transformation at National Restaurant Association
KEYNOTES
8
8:30 - 9:30 a.m.
This tool is for planning purposes only and does not ensure your spot in an educational session. Also, sessions will not be transferred to the FinNext app.
Monday, March 16
This session has been added.
Statistically Significant: Driver Based Planning
See My Agenda
6
Print Your FinNext Agenda
Sponsored by Host Analytics
4
Check out all the sessions we have to offer by clicking on each day and time slot.
technology & data
2.
Financial Acumen
Select the sessions you can't miss by clicking the icon to add them to your agenda. Your agenda is being built at the bottom of the page. Note: this will not reserve your spot in the session rooms at FinNext.
5:00 - 6:30 p.m.
1:30 - 3 p.m.
Be sure to REGISTER once you’ve explored the full agenda.
Pitfalls in Planning: Moving From Enraged to Engaged
1:15 - 2:15 p.m.
FinNext event Explorer
FP&A Roundtable
Print out your agenda or email it to yourself. Use it to get approval from your boss or as a tool to review the goals you want to achieve. Since this tool is just for exploring the educational sessions at FinNext you will also want to check out the full FinNext schedule so that you can see all the networking events we have planned.
11 a.m. - 12 p.m.
From Data to Reporting & Insights Through Power BI
Finance Acumen
Register for this Workshop here
12
8:30 - 10 a.m.
During the FinNext Tech Challenge attendees will see presentations from several different solution providers. Each solution provider will be presented with the same case study involving a particular challenge. Each provider will present their own unique solution and attendees will vote for the winner. Who knows, you might even find your organization's next great tech partner in the process. Challenge topics and participants will be announced at a later date.
8:30 - 9:30 a.m.
17
FP&A is both a box on the organizational chart as well as a set of skills that are useful that you can build on to deploy in different parts of the company. Hear from a panel of business leaders who are now applying their FP&A tools in new positions, including CFO, COO, Chief Business Intelligence, and Investor Relations. Learn how their careers changed, how they applied their FP&A skills to their new roles, and how they foster a culture that continues to develop and engage their top talent.
With $15B in revenues, over 300 transfer stations and 20M customers, Waste Management (WM) forecasts every aspect of the business. In 2016, WM initiated a digital finance transformation effort to modernize key forecasting and analysis processes. Explore how WM built a business case to automate forecast processes to enable users to analyze transaction level and payment data for dynamic variance and trend analysis. Hear about the challenges WM experienced on their journey towards improved speed, quality, and scale of forecasting and reporting across its 12 lines of business to create detailed plans across the entire organization.
1:15 – 2:15 p.m.
To reduce time spent on repetitive and mundane tasks, companies are automating processes to allow FP&A professionals more time to focus on valuable work. This session explores how companies are leveraging automation, machine learning, and powerful new business intelligence tools to take analytics and reporting to the next level. Learn what is possible through accessible tools (such as PowerBI), including customizable interactive reports, row-level security, mobile deployment, combining data from multiple sources, and the application of AI.
Is your organization agile enough to move beyond annual budgets that are often obsolete by the time they are printed? This session provides attendees with the tactics and strategies needed to replace their static budgeting practices with dynamic, forward-looking processes that better support financial performance management and decision making. Using direct case experience from VELUX, and other organizations who have already transformed, this session presents the steps (both evolutionary and revolutionary) needed to implement an agile planning process to ensure your organization succeeds in a constantly changing world.
personal & team effectiveness
Finance Acumen
Tech Lounge Closing Reception
7
Evolving FP&A
11 a.m. – 12 p.m.
Tuesday, March 17
Email Your FinNext Agenda
3:30 - 5 p.m.
Connect with your fellow FP&A practitioners as you discuss a yet to be determined topic or trend from the industry. Hear best practices and discover where your colleagues stand on the matter. Check back soon for future details. This event is restricted to FP&A practitioners only. Seats for the FP&A Symposium are on a first come first serve basis and seating in the room is limited. Be sure to arrive early to secure a spot.
Finance Acumen
From Data to Reporting & Insights Through Power BI
3 – 4 p.m.
With $15B in revenues, over 300 transfer stations and 20M customers, Waste Management (WM) forecasts every aspect of the business. In 2016, WM initiated a digital finance transformation effort to modernize key forecasting and analysis processes. Explore how WM built a business case to automate forecast processes to enable users to analyze transaction level and payment data for dynamic variance and trend analysis. Hear about the challenges WM experienced on their journey towards improved speed, quality, and scale of forecasting and reporting across its 12 lines of business to create detailed plans across the entire organization.
Navigating project investment decisions is a key activity of FP&A groups and successful corporate growth plans. How does your process compare to your peers? Using the results from AFP’s benchmarking survey as background for this facilitated talk, attendees discuss their FP&A team’s role throughout the project investment process. Additionally, in small groups, attendees share best practices, learn from their peers, and grow their professional network in this highly interactive session. This event is restricted to FP&A practitioners only. Seats for the FP&A Symposium are on a first come first serve basis and seating in the room is limited. Be sure to arrive early to secure a spot.
OPENING KEYNOTE
Finance Acumen
TUESDAY
FP&A Roundtable
14
As the largest steel producer and recycler in the United States Nucor is challenged with forecasting projected cash positions for numerous projects spanning many years and consolidating data from 200+ locations and making actionable decisions across the enterprise. Get a close view of how Nucor’s FP&A team implemented a cloud-based planning and analytics solution that enabled an integrated, connected planning network across the organization. Learn how their focus on simplicity and scalability, recognizing where the solution could quickly be adopted and deployed while optimizing and providing critical business information.
Daniel Pink
Welcome Reception
Creating an Agile Planning Process
In 2018, M&A activity was valued at US$3.6 trillion with over 17,000 transactions worldwide, opening the opportunity for FP&A teams to play an instrumental role in enhancing the performance of the M&A process. This session covers the practical tools that support the M&A process at different levels in your organization and analyzes the importance of synergizing business models. Whether you are the acquirer or the acquired, gain valuable insights for improving the odds of a successful integration, and how to identify and lead a merger repair.
Invesco’s acquisition of Oppenheimer Funds includes a goal to extract $475m in cost savings (16% of combined cost base) while executing a seamless business integration. The deal provides the opportunity to expand upon their digital transformation in multiple areas, such as upskilling their people, integrating technology beyond spreadsheets, and optimizing their processes to leverage these new capabilities. Learn how the team is restructuring to incorporate multiple technology knowledge systems while also fostering the development of traditional FP&A skillsets.
Using Decision Analytics to Manage Portfolios
Widening the Aperture of What is Possible, Without Losing Focus of What is Important
Invesco’s acquisition of Oppenheimer Funds includes a goal to extract $475m in cost savings (16% of combined cost base) while executing a seamless business integration. The deal provides the opportunity to expand upon their digital transformation in multiple areas, such as upskilling their people, integrating technology beyond spreadsheets, and optimizing their processes to leverage these new capabilities. Learn how the team is restructuring to incorporate multiple technology knowledge systems while also fostering the development of traditional FP&A skillsets.
We’ve all heard that “timing is everything.” The trouble is, we don’t know much about timing itself. Our business and professional lives present a never-ending stream of “when” decisions. However, we make them based on intuition and guesswork because we believe that timing is an art. In this provocative and entertaining keynote, New York Times bestselling author Daniel Pink shows that timing is a science – one we can use to make smarter decisions, enhance productivity, and boost the performance of FP&A organizations. Deeply researched and packed with takeaways, this keynote provides attendees tools to look at their work, organization, and lives, in fresh and invigorating ways.
FP&A Symposium
Scroll to the bottom to see your agenda.
Build Your Agenda in 3 Simple Steps
Closing Keynote
5 - 6:30 p.m.
2.
personal team & effectiveness
13
Sunday, March 15
Business partnership is easy—just play nice in the sandbox, right? Despite our best intentions, we may not realize some common stumbles in our attempts to be a good partner. This session shares several examples of good intentions gone wrong, and how the individuals and companies have recovered to build strong relationships with their partners and customers. This highly engaging discussion gives attendees the opportunity to hear and learn from their peers while also sharing their own strategies for being an effective business partner.
1.
Sponsored by Host Analytics
3.
Print out your agenda or email it to yourself. Use it to get approval from your boss or as a tool to review the goals you want to achieve. Since this tool is just for exploring the educational sessions at FinNext you will also want to check out the full FinNext schedule so that you can see all the networking events we have planned.
MY finnext AGenda
Welcome Reception
Build Your Agenda in 3 Simple Steps
Companies rely on driver-based planning for direction in prioritizing their most important business factors. But how do you empirically identify and rigorously test the drivers in your driver-based planning? Learn how FP&A can be the strategic partner that operational managers rely on to identify the best drivers by walking through the sourcing process, correlation analysis, and how to test for and identify forecast biases in models. This session utilizes examples from multiple industries to provide practical techniques for creating driver-based models, including a “flex” budget example that adjusts budgets and targets to sales volumes.
technology & data
The R&D portfolio management team at Bayer Crop Sciences is using the principles of decision analytics to manage their R&D investment portfolios, involving both long-term and short-term understanding of impacts, risks, etc. They are going through digital transformation at a large scale and have also started the journey of applying similar decision analysis principles to manage the digital transformation portfolio. In this session BCS’s Corporate finance professionals share their methodologies as well as what they have learned from this process.
Creating a Future Ready Planning Process
Regulatory bodies have made changes in accounting policies that change the calculation of income or balance sheets; your ability to forecast accurately requires that these changes flow through your forecasts as well. Learn about three headline accounting updates—ASC 606 Revenue Recognition, ASC 842 Lease Accounting, and the provision for doubtful debts—and hear the process of how FP&A professionals gained agreement on the impact, updated their models, and prepared the business for the new calculations.
The world is globalizing, and organizations need to ensure they are evolving to keep pace. Building a diverse workforce pays dividends for both finance and the organization as a whole. A panel of finance and research leaders explore what true diversity looks like—“representing” diversity vs “being” diverse—and how to create and foster a diverse work environment that functions fluidly throughout your organization.
Alternative Approaches to Valuation: Going beyond DCF and Multiples
Financial Acumen
3 - 4 p.m.
Be sure to REGISTER once you’ve explored the full agenda.
The Power of a Diverse FP&A Team
1:15 - 2:15 p.m.
The National Restaurant Association is the largest foodservice trade association in the world, with their economic engine originally built on delivering training and education via primarily print-based solutions. Amid rapid industry changes, they embarked on a digital transformation program touching virtually all facets of the organization with FP&A serving as the essential liaison between executive leadership, business operations, IT, and external consultants. This session explores how FP&A addresses implementation challenges, creates a roadmap for success, and establishes a unique business partnering operating model.
4:15 - 4:45 p.m.
Start FinNext off on the right foot when you attend the Welcome Reception. Here you'll have the opportunity to engage with fellow attendees who are passionate, like-minded FP&A practitioners in an informal setting - and celebrate your shared love for finance.
Most financial professionals are familiar with the traditional approaches to valuing companies and major assets such as DCF (Discounted Cash Flow) and Multiples. However, alternative approaches such as real options, decision trees and Monte Carlo Simulations may provide a better way to value companies and/or assets that don’t fit into the standard mold. In this session, hear how these alternative compare to traditional models, and how they can be applied to difficult valuation problems such as young start-up companies, intangible assets, or projects with high degrees of uncertainty.
Finance Acumen
We are entering an era of digital finance that requires on-demand continuous planning where human and Artificial Intelligence (AI) work hand in hand to achieve better analytical results for data driven decisions. This session shares how FP&A professionals can leverage AI-enabled capabilities to augment subjective estimates of future performance with insightful and unbiased analytics, AI-driven revenue and operating forecasts, operational predictive analytics, and improved decision management. Attendees learn from a case study on applying this analytical process that includes the resulting economic benefits while also addressing why many analytic cultures ultimately fail.
personal team & effectiveness
Success in Simplicity: Establishing the Foundation for Planning & Analytics at Nucor
4:15 – 4:45 p.m.
Transforming the Forecast at Waste Management
personal & team effectiveness
MONDAY
Pre-Conference Workshop
FinNext event Explorer
While many FP&A professionals adequately fulfill the duties associated with their role, many are capable of attaining a high level of effectiveness with further development of their consulting and people skills. American Family Insurance has developed a framework and tool based on the skills observed in extremely effective consultants. In this session, walk through that framework and learn about a tool that you can use to enhance your own skills or those of your staff.
13
Monday, 8:30 - 10 a.m.
3:30 - 5:00 p.m.
2
10
Session dimensions
MONDAY
The Power of FP&A in Shaping M&A Performance
Deals, Dreams & Data: How a $6B Deal Accelerated Invesco’s FP&A Transformation
9
Chart Your Course to Effective Leadership
Deals, Dreams & Data: How a $6B Deal Accelerated Invesco’s FP&A Transformation
Finance Acumen
FP&A Symposium
1:30 - 3:00 p.m.
Would you like to move beyond annual budgets and be agile enough to succeed in a constantly changing world? Are you looking for more effective planning processes to help your organization move beyond static budgets? This session shows you how to replace traditional budgeting practices with dynamic, forward-looking processes that support financial performance management and decision making. Using a direct case experience from VELUX and other organizations that have already transformed, learn about the steps that you can take to create a more agile planning process.
10:30 a.m. – 12 p.m
Pre-Conference Workshop
Is your organization agile enough to move beyond annual budgets that are often obsolete by the time they are printed? This session provides attendees with the tactics and strategies needed to replace their static budgeting practices with dynamic, forward-looking processes that better support financial performance management and decision making. Using direct case experience from VELUX, and other organizations who have already transformed, this session presents the steps (both evolutionary and revolutionary) needed to implement an agile planning process to ensure your organization succeeds in a constantly changing world.
The world is globalizing, and organizations need to ensure they are evolving to keep pace. Building a diverse workforce pays dividends for both finance and the organization as a whole. A panel of finance and research leaders explore what true diversity looks like—“representing” diversity vs “being” diverse—and how to create and foster a diverse work environment that functions fluidly throughout your organization.
Opening Keynote featuring Bestselling Author Daniel Pink
FinNext 2020 Tech Challenge
21
Using AI-enabled Predictive Analytics for Unbiased Forecasting and Decision-Making
Increasingly complex business environments coupled with the need for rapid decision-making present a unique set of challenges for FP&A professionals. More frequently, FP&A professionals are expected to provide a holistic view of company performance that goes beyond the data in a traditional financial statement. Learn how MITRE developed an FP&A analytical framework and how they utilize BI technologies to drive smarter decisions.
The CXO Perspective: Career Pathing That Leverages FP&A Talent
Transforming the Forecast at Waste Management
20
Take Your Financial Analytics & Reporting to the Next Level
Creating an Agile Planning Process
4:45 – 6 p.m.
11
Check out all the sessions we have to offer by clicking on each day and time slot.
19
8:30 - 9:30 a.m.
The Science of Perfect Timing
6
3.
5
Integrating Accounting Changes Through Your Forecast
Bestselling Author
KEYNOTES
The Power of a Diverse FP&A Team
8
Session dimensions
16
FP&A is a department in transition, and the required structure and skills are changing as well. AFP CEO Jim Kaitz sits down with an executive from one of the world’s largest companies to talk about how they evolved FP&A over the past ten years, and look ahead to the next decade of innovation. Topics include the FP&A mindset, organizational structure, enabling technologies and personnel management.
7
18
1
11
From Numbers Geek to Compelling Influencer
Recipe for Success: FP&A’s Role in Leading Digital Transformation at National Restaurant Association
The genesis of leadership starts with two principles: knowing yourself and knowing your people. No matter how many people you oversee, this presentation outlines easy and practical techniques to first recognize the leader in yourself, how to better understand your people, then weaves this information into actionable practices. Learn important leadership lessons derived from 24 years of both military and civilian service, and how to implement these lessons into your own leadership practices.
SUNDAY
6
Alternative Approaches to Valuation: Going beyond DCF and Multiples
15
3
CLOSING KEYNOTE
See My Agenda
10
Print Your FinNext Agenda
Sponsored by Host Analytics
4
1.
technology & data
Most financial professionals are familiar with the traditional approaches to valuing companies and major assets such as DCF (Discounted Cash Flow) and Multiples. However, alternative approaches such as real options, decision trees and Monte Carlo Simulations may provide a better way to value companies and/or assets that don’t fit into the standard mold. In this session, hear how these alternative compare to traditional models, and how they can be applied to difficult valuation problems such as young start-up companies, intangible assets, or projects with high degrees of uncertainty.
5:00 - 6:30 p.m.
1:30 - 3 p.m.
Pitfalls in Planning: Moving From Enraged to Engaged
This session has been added.
3 - 4 p.m.
With an array of Business Intelligence tools at their disposal, FP&A professionals are tasked with managing, organizing, interpreting and sharing data and insights throughout their organizations. But, how can they utilize these tools to prioritize the data to make effective forecasting and capital allocation decisions? In this hands-on workshop, attendees learn business partnering techniques corresponding to effective reporting with Power BI. Attendees learn how to build and design a Power BI report and walk away with tips and best practices for visualizing information to make recommendations to stakeholders and business partners. The cost to attend this Pre-Conference Workshop is $550.
Check out all the sessions we have to offer using the arrows on the right and left to navigate through each day and time block.
FP&A Roundtable
2.
12
Select the sessions you can't miss by clicking the “+” icon to add them to your agenda. Your agenda is being built at the bottom of the page. Note: this will not reserve your spot in the session rooms at FinNext.
Select the sessions you can't miss by clicking the icon to add them to your agenda. Your agenda will be automatically populated and will appear on the final page of the Event Explorer. Note: this will not reserve your spot in the session rooms at FinNext.
This tool is for planning purposes only and does not ensure your spot in an educational session. Also, sessions will not be transferred to the FinNext app.
Be sure to REGISTER once you’ve explored the full agenda.
Monday, March 16
FinNext event Explorer
Statistically Significant: Driver Based Planning
Financial Acumen
Print out your agenda or email it to yourself. Use it to get approval from your boss or as a tool to review the goals you want to achieve. Since this tool is just for exploring the educational sessions at FinNext you will also want to check out the full FinNext schedule so that you can see all the networking events we have planned.
11 a.m. - 12 p.m.
Invesco’s acquisition of Oppenheimer Funds includes a goal to extract $475m in cost savings (16% of combined cost base) while executing a seamless business integration. The deal provides the opportunity to expand upon their digital transformation in multiple areas, such as upskilling their people, integrating technology beyond spreadsheets, and optimizing their processes to leverage these new capabilities. Learn how the team is restructuring to incorporate multiple technology knowledge systems while also fostering the development of traditional FP&A skillsets.
Evolving FP&A
17
Email Your FinNext Agenda
From Data to Reporting & Insights Through Power BI
Finance Acumen
Register for this Workshop here
8:30 - 10 a.m.
12
8:30 - 9:30 a.m.
Connect with your fellow FP&A practitioners as you discuss a yet to be determined topic or trend from the industry. Hear best practices and discover where your colleagues stand on the matter. Check back soon for future details. This event is restricted to FP&A practitioners only. Seats for the FP&A Symposium are on a first come first serve basis and seating in the room is limited. Be sure to arrive early to secure a spot.
3:30 - 5 p.m.
FP&A is both a box on the organizational chart as well as a set of skills that are useful that you can build on to deploy in different parts of the company. Hear from a panel of business leaders who are now applying their FP&A tools in new positions, including CFO, COO, Chief Business Intelligence, and Investor Relations. Learn how their careers changed, how they applied their FP&A skills to their new roles, and how they foster a culture that continues to develop and engage their top talent.
1:15 – 2:15 p.m.
With $15B in revenues, over 300 transfer stations and 20M customers, Waste Management (WM) forecasts every aspect of the business. In 2016, WM initiated a digital finance transformation effort to modernize key forecasting and analysis processes. Explore how WM built a business case to automate forecast processes to enable users to analyze transaction level and payment data for dynamic variance and trend analysis. Hear about the challenges WM experienced on their journey towards improved speed, quality, and scale of forecasting and reporting across its 12 lines of business to create detailed plans across the entire organization.
To reduce time spent on repetitive and mundane tasks, companies are automating processes to allow FP&A professionals more time to focus on valuable work. This session explores how companies are leveraging automation, machine learning, and powerful new business intelligence tools to take analytics and reporting to the next level. Learn what is possible through accessible tools (such as PowerBI), including customizable interactive reports, row-level security, mobile deployment, combining data from multiple sources, and the application of AI.
While many FP&A professionals adequately fulfill the duties associated with their role, many are capable of attaining a high level of effectiveness with further development of their consulting and people skills. American Family Insurance has developed a framework and tool based on the skills observed in extremely effective consultants. In this session, walk through that framework and learn about a tool that you can use to enhance your own skills or those of your staff.
personal & team effectiveness
personal & team effectiveness
Tech Lounge Closing Reception
14
Widening the Aperture of What is Possible, Without Losing Focus of What is Important
Start FinNext off on the right foot when you attend the Welcome Reception. Here you'll have the opportunity to engage with fellow attendees who are passionate, like-minded FP&A practitioners in an informal setting - and celebrate your shared love for finance.
In 2018, M&A activity was valued at US$3.6 trillion with over 17,000 transactions worldwide, opening the opportunity for FP&A teams to play an instrumental role in enhancing the performance of the M&A process. This session covers the practical tools that support the M&A process at different levels in your organization and analyzes the importance of synergizing business models. Whether you are the acquirer or the acquired, gain valuable insights for improving the odds of a successful integration, and how to identify and lead a merger repair.
Using Decision Analytics to Manage Portfolios
Finance Acumen
We are entering an era of digital finance that requires on-demand continuous planning where human and Artificial Intelligence (AI) work hand in hand to achieve better analytical results for data driven decisions. This session shares how FP&A professionals can leverage AI-enabled capabilities to augment subjective estimates of future performance with insightful and unbiased analytics, AI-driven revenue and operating forecasts, operational predictive analytics, and improved decision management. Attendees learn from a case study on applying this analytical process that includes the resulting economic benefits while also addressing why many analytic cultures ultimately fail.
personal & team effectiveness
From Data to Reporting & Insights Through Power BI
3 – 4 p.m.
As the largest steel producer and recycler in the United States Nucor is challenged with forecasting projected cash positions for numerous projects spanning many years and consolidating data from 200+ locations and making actionable decisions across the enterprise. Get a close view of how Nucor’s FP&A team implemented a cloud-based planning and analytics solution that enabled an integrated, connected planning network across the organization. Learn how their focus on simplicity and scalability, recognizing where the solution could quickly be adopted and deployed while optimizing and providing critical business information.
The R&D portfolio management team at Bayer Crop Sciences is using the principles of decision analytics to manage their R&D investment portfolios, involving both long-term and short-term understanding of impacts, risks, etc. They are going through digital transformation at a large scale and have also started the journey of applying similar decision analysis principles to manage the digital transformation portfolio. In this session BCS’s Corporate finance professionals share their methodologies as well as what they have learned from this process.
Navigating project investment decisions is a key activity of FP&A groups and successful corporate growth plans. How does your process compare to your peers? Using the results from AFP’s benchmarking survey as background for this facilitated talk, attendees discuss their FP&A team’s role throughout the project investment process. Additionally, in small groups, attendees share best practices, learn from their peers, and grow their professional network in this highly interactive session. This event is restricted to FP&A practitioners only. Seats for the FP&A Symposium are on a first come first serve basis and seating in the room is limited. Be sure to arrive early to secure a spot.
OPENING KEYNOTE
Finance Acumen
TUESDAY
FP&A Roundtable
FP&A Symposium
Daniel Pink
Welcome Reception
During the FinNext Tech Challenge attendees will see presentations from several different solution providers. Each solution provider will be presented with the same case study involving a particular challenge. Each provider will present their own unique solution and attendees will vote for the winner. Who knows, you might even find your organization's next great tech partner in the process. Challenge topics and participants will be announced at a later date.
Creating an Agile Planning Process
Tuesday, March 17
MY finnext AGenda
Scroll to the bottom to see your agenda.
Welcome Reception
Companies rely on driver-based planning for direction in prioritizing their most important business factors. But how do you empirically identify and rigorously test the drivers in your driver-based planning? Learn how FP&A can be the strategic partner that operational managers rely on to identify the best drivers by walking through the sourcing process, correlation analysis, and how to test for and identify forecast biases in models. This session utilizes examples from multiple industries to provide practical techniques for creating driver-based models, including a “flex” budget example that adjusts budgets and targets to sales volumes.
Closing Keynote
5 - 6:30 p.m.
11 a.m. – 12 p.m.
1.
personal team & effectiveness
3.
technology & data
Sunday, March 15
Business partnership is easy—just play nice in the sandbox, right? Despite our best intentions, we may not realize some common stumbles in our attempts to be a good partner. This session shares several examples of good intentions gone wrong, and how the individuals and companies have recovered to build strong relationships with their partners and customers. This highly engaging discussion gives attendees the opportunity to hear and learn from their peers while also sharing their own strategies for being an effective business partner.
Build Your Agenda in 3 Simple Steps
Sponsored by Host Analytics
The National Restaurant Association is the largest foodservice trade association in the world, with their economic engine originally built on delivering training and education via primarily print-based solutions. Amid rapid industry changes, they embarked on a digital transformation program touching virtually all facets of the organization with FP&A serving as the essential liaison between executive leadership, business operations, IT, and external consultants. This session explores how FP&A addresses implementation challenges, creates a roadmap for success, and establishes a unique business partnering operating model.
1:15 - 2:15 p.m.
13
4:15 - 4:45 p.m.
We’ve all heard that “timing is everything.” The trouble is, we don’t know much about timing itself. Our business and professional lives present a never-ending stream of “when” decisions. However, we make them based on intuition and guesswork because we believe that timing is an art. In this provocative and entertaining keynote, New York Times bestselling author Daniel Pink shows that timing is a science – one we can use to make smarter decisions, enhance productivity, and boost the performance of FP&A organizations. Deeply researched and packed with takeaways, this keynote provides attendees tools to look at their work, organization, and lives, in fresh and invigorating ways.
Increasingly complex business environments coupled with the need for rapid decision-making present a unique set of challenges for FP&A professionals. More frequently, FP&A professionals are expected to provide a holistic view of company performance that goes beyond the data in a traditional financial statement. Learn how MITRE developed an FP&A analytical framework and how they utilize BI technologies to drive smarter decisions.
Creating a Future Ready Planning Process
7
Regulatory bodies have made changes in accounting policies that change the calculation of income or balance sheets; your ability to forecast accurately requires that these changes flow through your forecasts as well. Learn about three headline accounting updates—ASC 606 Revenue Recognition, ASC 842 Lease Accounting, and the provision for doubtful debts—and hear the process of how FP&A professionals gained agreement on the impact, updated their models, and prepared the business for the new calculations.
Invesco’s acquisition of Oppenheimer Funds includes a goal to extract $475m in cost savings (16% of combined cost base) while executing a seamless business integration. The deal provides the opportunity to expand upon their digital transformation in multiple areas, such as upskilling their people, integrating technology beyond spreadsheets, and optimizing their processes to leverage these new capabilities. Learn how the team is restructuring to incorporate multiple technology knowledge systems while also fostering the development of traditional FP&A skillsets.
The genesis of leadership starts with two principles: knowing yourself and knowing your people. No matter how many people you oversee, this presentation outlines easy and practical techniques to first recognize the leader in yourself, how to better understand your people, then weaves this information into actionable practices. Learn important leadership lessons derived from 24 years of both military and civilian service, and how to implement these lessons into your own leadership practices.
Alternative Approaches to Valuation: Going beyond DCF and Multiples
Financial Acumen
3 - 4 p.m.
The R&D portfolio management team at Bayer Crop Sciences is using the principles of decision analytics to manage their R&D investment portfolios, involving both long-term and short-term understanding of impacts, risks, etc. They are going through digital transformation at a large scale and have also started the journey of applying similar decision analysis principles to manage the digital transformation portfolio. In this session BCS’s Corporate finance professionals share their methodologies as well as what they have learned from this process.
The Power of a Diverse FP&A Team
Deals, Dreams & Data: How a $6B Deal Accelerated Invesco’s FP&A Transformation
Success in Simplicity: Establishing the Foundation for Planning & Analytics at Nucor
Session dimensions
SUNDAY
The Power of FP&A in Shaping M&A Performance
Chart Your Course to Effective Leadership
3
Finance Acumen
4:15 – 4:45 p.m.
Using Decision Analytics to Manage Portfolios
personal & team effectiveness
MONDAY
Pre-Conference Workshop
FinNext event Explorer
1:30 - 3:00 p.m.
17
Monday, 8:30 - 10 a.m.
3:30 - 5:00 p.m.
2
10
9
FinNext 2020 Tech Challenge
Opening Keynote featuring Bestselling Author Daniel Pink
14
21
Explore the schedule of educational sessions and Keynotes we have planned. Click on a day and a time slot to see what educational sessions are being offered then. You’ll also want to check out the full FinNext schedule to get a feel for the Networking Events and Tech Lounge Solution Showcase presentations.
Increasingly complex business environments coupled with the need for rapid decision-making present a unique set of challenges for FP&A professionals. More frequently, FP&A professionals are expected to provide a holistic view of company performance that goes beyond the data in a traditional financial statement. Learn how MITRE developed an FP&A analytical framework and how they utilize BI technologies to drive smarter decisions.
19
personal team & effectiveness
Would you like to move beyond annual budgets and be agile enough to succeed in a constantly changing world? Are you looking for more effective planning processes to help your organization move beyond static budgets? This session shows you how to replace traditional budgeting practices with dynamic, forward-looking processes that support financial performance management and decision making. Using a direct case experience from VELUX and other organizations that have already transformed, learn about the steps that you can take to create a more agile planning process.
10:30 a.m. – 12 p.m
Pre-Conference Workshop
Is your organization agile enough to move beyond annual budgets that are often obsolete by the time they are printed? This session provides attendees with the tactics and strategies needed to replace their static budgeting practices with dynamic, forward-looking processes that better support financial performance management and decision making. Using direct case experience from VELUX, and other organizations who have already transformed, this session presents the steps (both evolutionary and revolutionary) needed to implement an agile planning process to ensure your organization succeeds in a constantly changing world.
The world is globalizing, and finance needs to evolve with it. Diversity is an attribute that pays dividends for finance and the organization as a whole. A panel of finance and research leaders explore what true diversity looks like—“representing” diversity vs “being” diverse—and how to create and foster a diverse work environment that functions fluidly throughout your organization.
While many FP&A professionals adequately fulfill the duties associated with their role, many are capable of attaining a high level of effectiveness with further development of their consulting and people skills. American Family Insurance has developed a framework and tool based on the skills observed in extremely effective consultants. In this session, walk through that framework and learn about a tool that you can use to enhance your own skills or those of your staff.
Using AI-enabled Predictive Analytics for Unbiased Forecasting and Decision-Making
6
FP&A Symposium
The CXO Perspective: Career Pathing That Leverages FP&A Talent
Transforming the Forecast at Waste Management
20
Take Your Financial Analytics & Reporting to the Next Level
From Numbers Geek to Compelling Influencer
4:45 – 6 p.m.
MONDAY
Most financial professionals are familiar with the traditional approaches to valuing companies and major assets such as DCF (Discounted Cash Flow) and Multiples. However, alternative approaches such as real options, decision trees and Monte Carlo Simulations may provide a better way to value companies and/or assets that don’t fit into the standard mold. In this session, hear how these alternative compare to traditional models, and how they can be applied to difficult valuation problems such as young start-up companies, intangible assets, or projects with high degrees of uncertainty.
7
The genesis of leadership starts with two principles: knowing yourself and knowing your people. No matter how many people you oversee, this presentation outlines easy and practical techniques to first recognize the leader in yourself, how to better understand your people, then weaves this information into actionable practices. Learn important leadership lessons derived from 24 years of both military and civilian service, and how to implement these lessons into your own leadership practices.
6
The Science of Perfect Timing
Widening the Aperture of What is Possible, Without Losing Focus of What is Important
15
With an array of Business Intelligence tools at their disposal, FP&A professionals are tasked with managing, organizing, interpreting and sharing data and insights throughout their organizations. But, how can they utilize these tools to prioritize the data to make effective forecasting and capital allocation decisions? In this hands-on workshop, attendees learn business partnering techniques corresponding to effective reporting with Power BI. Attendees learn how to build and design a Power BI report and walk away with tips and best practices for visualizing information to make recommendations to stakeholders and business partners. The cost to attend this Pre-Conference Workshop is $550.
11
CLOSING KEYNOTE
5
Integrating Accounting Changes Through Your Forecast
Bestselling Author
Deals, Dreams & Data: How a $6B Deal Accelerated Invesco’s FP&A Transformation
Chart Your Course to Effective Leadership
8
Session dimensions
16
FP&A is a department in transition, and the required structure and skills are changing as well. AFP CEO Jim Kaitz sits down with an executive from one of the world’s largest companies to talk about how they evolved FP&A over the past ten years, and look ahead to the next decade of innovation. Topics include the FP&A mindset, organizational structure, enabling technologies and personnel management.
18
1
From Numbers Geek to Compelling Influencer
Recipe for Success: FP&A’s Role in Leading Digital Transformation at National Restaurant Association
KEYNOTES
16
8:30 - 9:30 a.m.
This tool is for planning purposes only and does not ensure your spot in an educational session. Also, sessions will not be transferred to the FinNext app.
Monday, March 16
This session has been added.
Statistically Significant: Driver Based Planning
See My Agenda
15
Print Your FinNext Agenda
Sponsored by Host Analytics
4
Check out all the sessions we have to offer using the arrows on the right and left to navigate through each day and time block.
technology & data
2.
Financial Acumen
Select the sessions you can't miss by clicking the icon to add them to your agenda. Your agenda will be automatically populated and will appear on the final page of the Event Explorer. Note: this will not reserve your spot in the session rooms at FinNext.
5:00 - 6:30 p.m.
1:30 - 3 p.m.
Be sure to REGISTER once you’ve explored the full agenda.
Pitfalls in Planning: Moving From Enraged to Engaged
4:15 - 4:45 p.m.
FinNext event Explorer
FP&A Roundtable
Print out your agenda or email it to yourself. Use it to get approval from your boss or as a tool to review the goals you want to achieve. Since this tool is just for exploring the educational sessions at FinNext you will also want to check out the full FinNext schedule so that you can see all the networking events we have planned.
11 a.m. - 12 p.m.
Widening the Aperture of What is Possible, Without Losing Focus of What is Important
12
14
18
Evolving FP&A
17
From Data to Reporting & Insights Through Power BI
Invesco’s acquisition of Oppenheimer Funds includes a goal to extract $475m in cost savings (16% of combined cost base) while executing a seamless business integration. The deal provides the opportunity to expand upon their digital transformation in multiple areas, such as upskilling their people, integrating technology beyond spreadsheets, and optimizing their processes to leverage these new capabilities. Learn how the team is restructuring to incorporate multiple technology knowledge systems while also fostering the development of traditional FP&A skillsets.
Tech Lounge Closing Reception
Register for this Workshop here
5 - 6:30 p.m.
8:30 - 9:30 a.m.
Connect with your fellow FP&A practitioners as you discuss a yet to be determined topic or trend from the industry. Hear best practices and discover where your colleagues stand on the matter. Check back soon for future details. This event is restricted to FP&A practitioners only. Seats for the FP&A Symposium are on a first come first serve basis and seating in the room is limited. Be sure to arrive early to secure a spot.
Sunday, March 15
FP&A is both a box on the organizational chart as well as a set of skills that are useful that you can build on to deploy in different parts of the company. Hear from a panel of business leaders who are now applying their FP&A tools in new positions, including CFO, COO, Chief Business Intelligence, and Investor Relations. Learn how their careers changed, how they applied their FP&A skills to their new roles, and how they foster a culture that continues to develop and engage their top talent.
8:30 - 10 a.m.
With $15B in revenues, over 300 transfer stations and 20M customers, Waste Management (WM) forecasts every aspect of the business. In 2016, WM initiated a digital finance transformation effort to modernize key forecasting and analysis processes. Explore how WM built a business case to automate forecast processes to enable users to analyze transaction level and payment data for dynamic variance and trend analysis. Hear about the challenges WM experienced on their journey towards improved speed, quality, and scale of forecasting and reporting across its 12 lines of business to create detailed plans across the entire organization.
To reduce time spent on repetitive and mundane tasks, companies are automating processes to allow FP&A professionals more time to focus on valuable work. This session explores how companies are leveraging automation, machine learning, and powerful new business intelligence tools to take analytics and reporting to the next level. Learn what is possible through accessible tools (such as PowerBI), including customizable interactive reports, row-level security, mobile deployment, combining data from multiple sources, and the application of AI.
Recipe for Success: FP&A’s Role in Leading Digital Transformation at National Restaurant Association
Closing Keynote
From Data to Reporting & Insights Through Power BI
Welcome Reception
The Power of a Diverse FP&A Team
Start FinNext off on the right foot when you attend the Welcome Reception. Here you'll have the opportunity to engage with fellow attendees who are passionate, like-minded FP&A practitioners in an informal setting - and celebrate your shared love for finance.
In 2018, M&A activity was valued at US$3.6 trillion with over 17,000 transactions worldwide, opening the opportunity for FP&A teams to play an instrumental role in enhancing the performance of the M&A process. This session covers the practical tools that support the M&A process at different levels in your organization and analyzes the importance of synergizing business models. Whether you are the acquirer or the acquired, gain valuable insights for improving the odds of a successful integration, and how to identify and lead a merger repair.
Using Decision Analytics to Manage Portfolios
We are entering an era of digital finance that requires on-demand continuous planning where human and Artificial Intelligence (AI) work hand in hand to achieve better analytical results for data driven decisions. This session shares how FP&A professionals can leverage AI-enabled capabilities to augment subjective estimates of future performance with insightful and unbiased analytics, AI-driven revenue and operating forecasts, operational predictive analytics, and improved decision management. Attendees learn from a case study on applying this analytical process that includes the resulting economic benefits while also addressing why many analytic cultures ultimately fail.
Technolody & Data
11 a.m. – 12 p.m.
As the largest steel producer and recycler in the United States Nucor is challenged with forecasting projected cash positions for numerous projects spanning many years and consolidating data from 200+ locations and making actionable decisions across the enterprise. Get a close view of how Nucor’s FP&A team implemented a cloud-based planning and analytics solution that enabled an integrated, connected planning network across the organization. Learn how their focus on simplicity and scalability, recognizing where the solution could quickly be adopted and deployed while optimizing and providing critical business information.
Navigating project investment decisions is a key activity of FP&A groups and successful corporate growth plans. How does your process compare to your peers? Using the results from AFP’s benchmarking survey as background for this facilitated talk, attendees discuss their FP&A team’s role throughout the project investment process. Additionally, in small groups, attendees share best practices, learn from their peers, and grow their professional network in this highly interactive session. This event is restricted to FP&A practitioners only. Seats for the FP&A Symposium are on a first come first serve basis and seating in the room is limited. Be sure to arrive early to secure a spot.
OPENING KEYNOTE
Finance Acumen
TUESDAY
FP&A Roundtable
FP&A Symposium
21
Daniel Pink
Creating an Agile Planning Process
Tuesday
MY finnext AGenda
20
TUESDAY
3:30 - 5 p.m.
Companies rely on driver-based planning for direction in prioritizing their most important business factors. But how do you empirically identify and rigorously test the drivers in your driver-based planning? Learn how FP&A can be the strategic partner that operational managers rely on to identify the best drivers by walking through the sourcing process, correlation analysis, and how to test for and identify forecast biases in models. This session utilizes examples from multiple industries to provide practical techniques for creating driver-based models, including a “flex” budget example that adjusts budgets and targets to sales volumes.
Sponsored by Host Analytics
1.
19
Tuesday, March 17
3.
Welcome Reception
Email Your FinNext Agenda
technology & data
Scroll to the bottom to see your agenda.
Build Your Agenda in 3 Simple Steps
Business partnership is easy—just play nice in the sandbox, right? Despite our best intentions, we may not realize some common stumbles in our attempts to be a good partner. This session shares several examples of good intentions gone wrong, and how the individuals and companies have recovered to build strong relationships with their partners and customers. This highly engaging discussion gives attendees the opportunity to hear and learn from their peers while also sharing their own strategies for being an effective business partner.
1:15 – 2:15 p.m.
During the FinNext Tech Challenge attendees will see presentations from several different solution providers. Each solution provider will be presented with the same case study involving a particular challenge. Each provider will present their own unique solution and attendees will vote for the winner. Who knows, you might even find your organization's next great tech partner in the process. Challenge topics and participants will be announced at a later date.
The R&D portfolio management team at Bayer Crop Sciences is using the principles of decision analytics to manage their R&D investment portfolios, involving both long-term and short-term understanding of impacts, risks, etc. They are going through digital transformation at a large scale and have also started the journey of applying similar decision analysis principles to manage the digital transformation portfolio. In this session BCS’s Corporate finance professionals share their methodologies as well as what they have learned from this process.
7
The National Restaurant Association is the largest foodservice trade association in the world, with their economic engine originally built on delivering training and education via primarily print-based solutions. Amid rapid industry changes, they embarked on a digital transformation program touching virtually all facets of the organization with FP&A serving as the essential liaison between executive leadership, business operations, IT, and external consultants. This session explores how FP&A addresses implementation challenges, creates a roadmap for success, and establishes a unique business partnering operating model.
1:15 - 2:15 p.m.
13
4:15 - 4:45 p.m.
We’ve all heard that “timing is everything.” The trouble is, we don’t know much about timing itself. Our business and professional lives present a never-ending stream of “when” decisions. However, we make them based on intuition and guesswork because we believe that timing is an art. In this provocative and entertaining keynote, New York Times bestselling author Daniel Pink shows that timing is a science – one we can use to make smarter decisions, enhance productivity, and boost the performance of FP&A organizations. Deeply researched and packed with takeaways, this keynote provides attendees tools to look at their work, organization, and lives, in fresh and invigorating ways.
The Power of FP&A in Shaping M&A Performance
3 – 4 p.m.
Creating a Future Ready Planning Process
Regulatory bodies have made changes in accounting policies that change the calculation of income or balance sheets; your ability to forecast accurately requires that these changes flow through your forecasts as well. Learn about three headline accounting updates—ASC 606 Revenue Recognition, ASC 842 Lease Accounting, and the provision for doubtful debts—and hear the process of how FP&A professionals gained agreement on the impact, updated their models, and prepared the business for the new calculations.
Invesco’s acquisition of Oppenheimer Funds includes a goal to extract $475m in cost savings (16% of combined cost base) while executing a seamless business integration. The deal provides the opportunity to expand upon their digital transformation in multiple areas, such as upskilling their people, integrating technology beyond spreadsheets, and optimizing their processes to leverage these new capabilities. Learn how the team is restructuring to incorporate multiple technology knowledge systems while also fostering the development of traditional FP&A skillsets.
The CXO Perspective: Career Pathing That Leverages FP&A Talent
Alternative Approaches to Valuation: Going beyond DCF and Multiples
3 - 4 p.m.
Take Your Financial Analytics & Reporting to the Next Level
9
18
Session dimensions
Tuesday
The Power of FP&A in Shaping M&A Performance
Chart Your Course to Effective Leadership
To reduce time spent on repetitive and mundane tasks, companies are automating processes to allow FP&A professionals more time to focus on valuable work. This session explores how companies are leveraging automation, machine learning, and powerful new business intelligence tools to take analytics and reporting to the next level. Learn what is possible through accessible tools (such as PowerBI), including customizable interactive reports, row-level security, mobile deployment, combining data from multiple sources, and the application of AI.
3
personal & team effectiveness
Success in Simplicity: Establishing the Foundation for Planning & Analytics at Nucor
Finance Acumen
MONDAY
Pre-Conference Workshop
FinNext event Explorer
1:30 - 3:00 p.m.
Finance Acumen
Monday, 8:30 - 10 a.m.
3:30 - 5:00 p.m.
2
Deals, Dreams & Data: How a $6B Deal Accelerated Invesco’s FP&A Transformation
The world is globalizing, and finance needs to evolve with it. Diversity is an attribute that pays dividends for finance and the organization as a whole. A panel of finance and research leaders explore what true diversity looks like—“representing” diversity vs “being” diverse—and how to create and foster a diverse work environment that functions fluidly throughout your organization.
The National Restaurant Association is the largest foodservice trade association in the world, with their economic engine originally built on delivering training and education via primarily print-based solutions. Amid rapid industry changes, they embarked on a digital transformation program touching virtually all facets of the organization with FP&A serving as the essential liaison between executive leadership, business operations, IT, and external consultants. This session explores how FP&A addresses implementation challenges, creates a roadmap for success, and establishes a unique business partnering operating model.
While many FP&A professionals adequately fulfill the duties associated with their role, many are capable of attaining a high level of effectiveness with further development of their consulting and people skills. American Family Insurance has developed a framework and tool based on the skills observed in extremely effective consultants. In this session, walk through that framework and learn about a tool that you can use to enhance your own skills or those of your staff.
Technolody & Data
21
Explore the schedule of educational sessions and Keynotes we have planned. Click on a day and a time slot to see what educational sessions are being offered then. You’ll also want to check out the full FinNext schedule to get a feel for the Networking Events and Tech Lounge Solution Showcase presentations.
Increasingly complex business environments coupled with the need for rapid decision-making present a unique set of challenges for FP&A professionals. More frequently, FP&A professionals are expected to provide a holistic view of company performance that goes beyond the data in a traditional financial statement. Learn how MITRE developed an FP&A analytical framework and how they utilize BI technologies to drive smarter decisions.
19
personal team & effectiveness
10:30 a.m. – 12 p.m
Would you like to move beyond annual budgets and be agile enough to succeed in a constantly changing world? Are you looking for more effective planning processes to help your organization move beyond static budgets? This session shows you how to replace traditional budgeting practices with dynamic, forward-looking processes that support financial performance management and decision making. Using a direct case experience from VELUX and other organizations that have already transformed, learn about the steps that you can take to create a more agile planning process.
In 2018, M&A activity was valued at US$3.6 trillion with over 17,000 transactions worldwide, opening the opportunity for FP&A teams to play an instrumental role in enhancing the performance of the M&A process. This session covers the practical tools that support the M&A process at different levels in your organization and analyzes the importance of synergizing business models. Whether you are the acquirer or the acquired, gain valuable insights for improving the odds of a successful integration, and how to identify and lead a merger repair.
Print Your FinNext Agenda
Pre-Conference Workshop
Is your organization agile enough to move beyond annual budgets that are often obsolete by the time they are printed? This session provides attendees with the tactics and strategies needed to replace their static budgeting practices with dynamic, forward-looking processes that better support financial performance management and decision making. Using direct case experience from VELUX, and other organizations who have already transformed, this session presents the steps (both evolutionary and revolutionary) needed to implement an agile planning process to ensure your organization succeeds in a constantly changing world.
Sponsored by Host Analytics
Using AI-enabled Predictive Analytics for Unbiased Forecasting and Decision-Making
6
1:30 - 3 p.m.
The CXO Perspective: Career Pathing That Leverages FP&A Talent
Opening Keynote featuring Bestselling Author Daniel Pink
Transforming the Forecast at Waste Management
20
Take Your Financial Analytics & Reporting to the Next Level
FP&A is both a box on the organizational chart as well as a set of skills that are useful that you can build on to deploy in different parts of the company. Hear from a panel of business leaders who are now applying their FP&A tools in new positions, including CFO, COO, Chief Business Intelligence, and Investor Relations. Learn how their careers changed, how they applied their FP&A skills to their new roles, and how they foster a culture that continues to develop and engage their top talent.
10
4:15 – 4:45 p.m.
1
Recipe for Success: FP&A’s Role in Leading Digital Transformation at National Restaurant Association
From Numbers Geek to Compelling Influencer
Most financial professionals are familiar with the traditional approaches to valuing companies and major assets such as DCF (Discounted Cash Flow) and Multiples. However, alternative approaches such as real options, decision trees and Monte Carlo Simulations may provide a better way to value companies and/or assets that don’t fit into the standard mold. In this session, hear how these alternative compare to traditional models, and how they can be applied to difficult valuation problems such as young start-up companies, intangible assets, or projects with high degrees of uncertainty.
7
The genesis of leadership starts with two principles: knowing yourself and knowing your people. No matter how many people you oversee, this presentation outlines easy and practical techniques to first recognize the leader in yourself, how to better understand your people, then weaves this information into actionable practices. Learn important leadership lessons derived from 24 years of both military and civilian service, and how to implement these lessons into your own leadership practices.
6
The Science of Perfect Timing
8:30 - 9:30 a.m.
15
With an array of Business Intelligence tools at their disposal, FP&A professionals are tasked with managing, organizing, interpreting and sharing data and insights throughout their organizations. But, how can they utilize these tools to prioritize the data to make effective forecasting and capital allocation decisions? In this hands-on workshop, attendees learn business partnering techniques corresponding to effective reporting with Power BI. Attendees learn how to build and design a Power BI report and walk away with tips and best practices for visualizing information to make recommendations to stakeholders and business partners. The cost to attend this Pre-Conference Workshop is $550.
11
CLOSING KEYNOTE
5
Integrating Accounting Changes Through Your Forecast
Bestselling Author
Deals, Dreams & Data: How a $6B Deal Accelerated Invesco’s FP&A Transformation
8
KEYNOTES
16
FP&A is a department in transition, and the required structure and skills are changing as well. AFP CEO Jim Kaitz sits down with an executive from one of the world’s largest companies to talk about how they evolved FP&A over the past ten years, and look ahead to the next decade of innovation. Topics include the FP&A mindset, organizational structure, enabling technologies and personnel management.
FinNext 2020 Tech Challenge
KEYNOTES
FP&A Roundtable
4
This tool is for planning purposes only and does not ensure your spot in an educational session. Also, sessions will not be transferred to the FinNext app.
Finance Acumen
4:45 – 6 p.m.
MONDAY
This session has been added.
See My Agenda
FP&A Symposium
Statistically Significant: Driver Based Planning
Check out all the sessions we have to offer using the arrows on the right and left to navigate through each day and time block.
personal & team effectiveness
8:30 - 9:30 a.m.
2.
Monday, March 16
Select the sessions you can't miss by clicking the icon to add them to your agenda. Your agenda will be automatically populated and will appear on the final page of the Event Explorer. Note: this will not reserve your spot in the session rooms at FinNext.
Be sure to REGISTER once you’ve explored the full agenda.
Financial Acumen
5:00 - 6:30 p.m.
FinNext event Explorer
Pitfalls in Planning: Moving From Enraged to Engaged
Print out your agenda or email it to yourself. Use it to get approval from your boss or as a tool to review the goals you want to achieve. Since this tool is just for exploring the educational sessions at FinNext you will also want to check out the full FinNext schedule so that you can see all the networking events we have planned.
11 a.m. - 12 p.m.
opening keynote
Monday, 8:30 - 10 a.m.
Tuesday, March 17
Register for this Workshop here
Using Decision Analytics to Manage Portfolios
8:30 - 9:30 a.m.
17
FP&A is both a box on the organizational chart as well as a set of skills that are useful that you can build on to deploy in different parts of the company. Hear from a panel of business leaders who are now applying their FP&A tools in new positions, including CFO, COO, Chief Business Intelligence, and Investor Relations. Learn how their careers changed, how they applied their FP&A skills to their new roles, and how they foster a culture that continues to develop and engage their top talent.
Closing Keynote
Navigating project investment decisions is a key activity of FP&A groups and successful corporate growth plans. How does your process compare to your peers? Using the results from AFP’s benchmarking survey as background for this facilitated talk, attendees discuss their FP&A team’s role throughout the project investment process. Additionally, in small groups, attendees share best practices, learn from their peers, and grow their professional network in this highly interactive session. This event is restricted to FP&A practitioners only. Seats for the FP&A Symposium are on a first come first serve basis and seating in the room is limited. Be sure to arrive early to secure a spot.
Invesco’s acquisition of Oppenheimer Funds includes a goal to extract $475m in cost savings (16% of combined cost base) while executing a seamless business integration. The deal provides the opportunity to expand upon their digital transformation in multiple areas, such as upskilling their people, integrating technology beyond spreadsheets, and optimizing their processes to leverage these new capabilities. Learn how the team is restructuring to incorporate multiple technology knowledge systems while also fostering the development of traditional FP&A skillsets.
TUESDAY
12
14
Daniel Pink
8:30 - 10 a.m.
11 a.m. – 12 p.m.
3 – 4 p.m.
4:15 - 4:45 p.m.
We are entering an era of digital finance that requires on-demand continuous planning where human and Artificial Intelligence (AI) work hand in hand to achieve better analytical results for data driven decisions. This session shares how FP&A professionals can leverage AI-enabled capabilities to augment subjective estimates of future performance with insightful and unbiased analytics, AI-driven revenue and operating forecasts, operational predictive analytics, and improved decision management. Attendees learn from a case study on applying this analytical process that includes the resulting economic benefits while also addressing why many analytic cultures ultimately fail.
Bestselling Author
As the largest steel producer and recycler in the United States Nucor is challenged with forecasting projected cash positions for numerous projects spanning many years and consolidating data from 200+ locations and making actionable decisions across the enterprise. Get a close view of how Nucor’s FP&A team implemented a cloud-based planning and analytics solution that enabled an integrated, connected planning network across the organization. Learn how their focus on simplicity and scalability, recognizing where the solution could quickly be adopted and deployed while optimizing and providing critical business information.
OPENING KEYNOTE
FP&A Roundtable
Session dimensions
TUESDAY
Welcome Reception
The Power of a Diverse FP&A Team
Start FinNext off on the right foot when you attend the Welcome Reception. Here you'll have the opportunity to engage with fellow attendees who are passionate, like-minded FP&A practitioners in an informal setting - and celebrate your shared love for finance.
In 2018, M&A activity was valued at US$3.6 trillion with over 17,000 transactions worldwide, opening the opportunity for FP&A teams to play an instrumental role in enhancing the performance of the M&A process. This session covers the practical tools that support the M&A process at different levels in your organization and analyzes the importance of synergizing business models. Whether you are the acquirer or the acquired, gain valuable insights for improving the odds of a successful integration, and how to identify and lead a merger repair.
From Data to Reporting & Insights Through Power BI
5 - 6:30 p.m.
Business partnership is easy—just play nice in the sandbox, right? Despite our best intentions, we may not realize some common stumbles in our attempts to be a good partner. This session shares several examples of good intentions gone wrong, and how the individuals and companies have recovered to build strong relationships with their partners and customers. This highly engaging discussion gives attendees the opportunity to hear and learn from their peers while also sharing their own strategies for being an effective business partner.
Sunday, March 15
Tech Lounge Closing Reception
Companies rely on driver-based planning for direction in prioritizing their most important business factors. But how do you empirically identify and rigorously test the drivers in your driver-based planning? Learn how FP&A can be the strategic partner that operational managers rely on to identify the best drivers by walking through the sourcing process, correlation analysis, and how to test for and identify forecast biases in models. This session utilizes examples from multiple industries to provide practical techniques for creating driver-based models, including a “flex” budget example that adjusts budgets and targets to sales volumes.
With $15B in revenues, over 300 transfer stations and 20M customers, Waste Management (WM) forecasts every aspect of the business. In 2016, WM initiated a digital finance transformation effort to modernize key forecasting and analysis processes. Explore how WM built a business case to automate forecast processes to enable users to analyze transaction level and payment data for dynamic variance and trend analysis. Hear about the challenges WM experienced on their journey towards improved speed, quality, and scale of forecasting and reporting across its 12 lines of business to create detailed plans across the entire organization.
Email Your FinNext Agenda
Keynote
1:15 – 2:15 p.m.
technology & data
1.
technology & data
3.
Sponsored by Host Analytics
Welcome Reception
Creating an Agile Planning Process
Build Your Agenda in 3 Simple Steps
3:30 - 5 p.m.
7
Invesco’s acquisition of Oppenheimer Funds includes a goal to extract $475m in cost savings (16% of combined cost base) while executing a seamless business integration. The deal provides the opportunity to expand upon their digital transformation in multiple areas, such as upskilling their people, integrating technology beyond spreadsheets, and optimizing their processes to leverage these new capabilities. Learn how the team is restructuring to incorporate multiple technology knowledge systems while also fostering the development of traditional FP&A skillsets.
13
Evolving FP&A
Connect with your fellow FP&A practitioners as you discuss a yet to be determined topic or trend from the industry. Hear best practices and discover where your colleagues stand on the matter. Check back soon for future details. This event is restricted to FP&A practitioners only. Seats for the FP&A Symposium are on a first come first serve basis and seating in the room is limited. Be sure to arrive early to secure a spot.
We’ve all heard that “timing is everything.” The trouble is, we don’t know much about timing itself. Our business and professional lives present a never-ending stream of “when” decisions. However, we make them based on intuition and guesswork because we believe that timing is an art. In this provocative and entertaining keynote, New York Times bestselling author Daniel Pink shows that timing is a science – one we can use to make smarter decisions, enhance productivity, and boost the performance of FP&A organizations. Deeply researched and packed with takeaways, this keynote provides attendees tools to look at their work, organization, and lives, in fresh and invigorating ways.
Widening the Aperture of What is Possible, Without Losing Focus of What is Important
Regulatory bodies have made changes in accounting policies that change the calculation of income or balance sheets; your ability to forecast accurately requires that these changes flow through your forecasts as well. Learn about three headline accounting updates—ASC 606 Revenue Recognition, ASC 842 Lease Accounting, and the provision for doubtful debts—and hear the process of how FP&A professionals gained agreement on the impact, updated their models, and prepared the business for the new calculations.
MY finnext AGenda
To reduce time spent on repetitive and mundane tasks, companies are automating processes to allow FP&A professionals more time to focus on valuable work. This session explores how companies are leveraging automation, machine learning, and powerful new business intelligence tools to take analytics and reporting to the next level. Learn what is possible through accessible tools (such as PowerBI), including customizable interactive reports, row-level security, mobile deployment, combining data from multiple sources, and the application of AI.
Creating a Future Ready Planning Process
Alternative Approaches to Valuation: Going beyond DCF and Multiples
3 - 4 p.m.
During the FinNext Tech Challenge attendees will see presentations from several different solution providers. Each solution provider will be presented with the same case study involving a particular challenge. Each provider will present their own unique solution and attendees will vote for the winner. Who knows, you might even find your organization's next great tech partner in the process. Challenge topics and participants will be announced at a later date.
The R&D portfolio management team at Bayer Crop Sciences is using the principles of decision analytics to manage their R&D investment portfolios, involving both long-term and short-term understanding of impacts, risks, etc. They are going through digital transformation at a large scale and have also started the journey of applying similar decision analysis principles to manage the digital transformation portfolio. In this session BCS’s Corporate finance professionals share their methodologies as well as what they have learned from this process.
FP&A Symposium
The National Restaurant Association is the largest foodservice trade association in the world, with their economic engine originally built on delivering training and education via primarily print-based solutions. Amid rapid industry changes, they embarked on a digital transformation program touching virtually all facets of the organization with FP&A serving as the essential liaison between executive leadership, business operations, IT, and external consultants. This session explores how FP&A addresses implementation challenges, creates a roadmap for success, and establishes a unique business partnering operating model.
1:15 - 2:15 p.m.
From Data to Reporting & Insights Through Power BI
9
The genesis of leadership starts with two principles: knowing yourself and knowing your people. No matter how many people you oversee, this presentation outlines easy and practical techniques to first recognize the leader in yourself, how to better understand your people, then weaves this information into actionable practices. Learn important leadership lessons derived from 24 years of both military and civilian service, and how to implement these lessons into your own leadership practices.
3
FP&A is a department in transition, and the required structure and skills are changing as well. AFP CEO Jim Kaitz sits down with an executive from one of the world’s largest companies to talk about how they evolved FP&A over the past ten years, and look ahead to the next decade of innovation. Topics include the FP&A mindset, organizational structure, enabling technologies and personnel management.
Daniel Pink
With an array of Business Intelligence tools at their disposal, FP&A professionals are tasked with managing, organizing, interpreting and sharing data and insights throughout their organizations. But, how can they utilize these tools to prioritize the data to make effective forecasting and capital allocation decisions? In this hands-on workshop, attendees learn business partnering techniques corresponding to effective reporting with Power BI. Attendees learn how to build and design a Power BI report and walk away with tips and best practices for visualizing information to make recommendations to stakeholders and business partners. The cost to attend this Pre-Conference Workshop is $550.
Success in Simplicity: Establishing the Foundation for Planning & Analytics at Nucor
5
Bestselling Author
Pre-Conference Workshop
4:15 – 4:45 p.m.
MONDAY
3:30 - 5:00 p.m.
18
10
Session dimensions
Keynote
The Power of FP&A in Shaping M&A Performance
10:30 a.m. – 12 p.m
The Science of Perfect Timing
We’ve all heard that “timing is everything.” The trouble is, we don’t know much about timing itself. Our business and professional lives present a never-ending stream of “when” decisions. However, we make them based on intuition and guesswork because we believe that timing is an art. In this provocative and entertaining keynote, New York Times bestselling author Daniel Pink shows that timing is a science – one we can use to make smarter decisions, enhance productivity, and boost the performance of FP&A organizations. Deeply researched and packed with takeaways, this keynote provides attendees tools to look at their work, organization, and lives, in fresh and invigorating ways.
8:30 - 9:30 a.m.
Pre-Conference Workshop
Chart Your Course to Effective Leadership
Using AI-enabled Predictive Analytics for Unbiased Forecasting and Decision-Making
Increasingly complex business environments coupled with the need for rapid decision-making present a unique set of challenges for FP&A professionals. More frequently, FP&A professionals are expected to provide a holistic view of company performance that goes beyond the data in a traditional financial statement. Learn how MITRE developed an FP&A analytical framework and how they utilize BI technologies to drive smarter decisions.
6
personal team & effectiveness
The CXO Perspective: Career Pathing That Leverages FP&A Talent
Print Your FinNext Agenda
20
Deals, Dreams & Data: How a $6B Deal Accelerated Invesco’s FP&A Transformation
FinNext event Explorer
MONDAY
The world is globalizing, and finance needs to evolve with it. Diversity is an attribute that pays dividends for finance and the organization as a whole. A panel of finance and research leaders explore what true diversity looks like—“representing” diversity vs “being” diverse—and how to create and foster a diverse work environment that functions fluidly throughout your organization.
KEYNOTES
While many FP&A professionals adequately fulfill the duties associated with their role, many are capable of attaining a high level of effectiveness with further development of their consulting and people skills. American Family Insurance has developed a framework and tool based on the skills observed in extremely effective consultants. In this session, walk through that framework and learn about a tool that you can use to enhance your own skills or those of your staff.
21
19
opening keynote
2
Monday, 8:30 - 10 a.m.
Opening Keynote featuring Bestselling Author Daniel Pink
Would you like to move beyond annual budgets and be agile enough to succeed in a constantly changing world? Are you looking for more effective planning processes to help your organization move beyond static budgets? This session shows you how to replace traditional budgeting practices with dynamic, forward-looking processes that support financial performance management and decision making. Using a direct case experience from VELUX and other organizations that have already transformed, learn about the steps that you can take to create a more agile planning process.
Sponsored by Host Analytics
This tool is for planning purposes only and does not ensure your spot in an educational session. Also, sessions will not be transferred to the FinNext app.
Explore the schedule of educational sessions and Keynotes we have planned. Click on a day and a time slot to see what educational sessions are being offered then. You’ll also want to check out the full FinNext schedule to get a feel for the Networking Events and Tech Lounge Solution Showcase presentations.
The Science of Perfect Timing
15
6
11
Integrating Accounting Changes Through Your Forecast
Take Your Financial Analytics & Reporting to the Next Level
Deals, Dreams & Data: How a $6B Deal Accelerated Invesco’s FP&A Transformation
CLOSING KEYNOTE
8
KEYNOTES
16
FinNext 2020 Tech Challenge
1:30 - 3:00 p.m.
1
Recipe for Success: FP&A’s Role in Leading Digital Transformation at National Restaurant Association
From Numbers Geek to Compelling Influencer
Most financial professionals are familiar with the traditional approaches to valuing companies and major assets such as DCF (Discounted Cash Flow) and Multiples. However, alternative approaches such as real options, decision trees and Monte Carlo Simulations may provide a better way to value companies and/or assets that don’t fit into the standard mold. In this session, hear how these alternative compare to traditional models, and how they can be applied to difficult valuation problems such as young start-up companies, intangible assets, or projects with high degrees of uncertainty.
7
Is your organization agile enough to move beyond annual budgets that are often obsolete by the time they are printed? This session provides attendees with the tactics and strategies needed to replace their static budgeting practices with dynamic, forward-looking processes that better support financial performance management and decision making. Using direct case experience from VELUX, and other organizations who have already transformed, this session presents the steps (both evolutionary and revolutionary) needed to implement an agile planning process to ensure your organization succeeds in a constantly changing world.
Check out all the sessions we have to offer using the arrows on the right and left to navigate through each day and time block.
Pitfalls in Planning: Moving From Enraged to Engaged
1:30 - 3 p.m.
Statistically Significant: Driver Based Planning
Transforming the Forecast at Waste Management
personal team & effectiveness
Financial Acumen
Financial Acumen
2.
5:00 - 6:30 p.m.
FP&A Roundtable
Select the sessions you can't miss by clicking the icon to add them to your agenda. Your agenda will be automatically populated and will appear on the final page of the Event Explorer. Note: this will not reserve your spot in the session rooms at FinNext.
Monday, March 16
Be sure to REGISTER once you’ve explored the full agenda.
4
FinNext event Explorer
FP&A Symposium
4:45 – 6 p.m.
Print out your agenda or email it to yourself. Use it to get approval from your boss or as a tool to review the goals you want to achieve. Since this tool is just for exploring the educational sessions at FinNext you will also want to check out the full FinNext schedule so that you can see all the networking events we have planned.
11 a.m. - 12 p.m.
Pre-Conference Workshop
The world is globalizing, and finance needs to evolve with it. Diversity is an attribute that pays dividends for finance and the organization as a whole. A panel of finance and research leaders explore what true diversity looks like—“representing” diversity vs “being” diverse—and how to create and foster a diverse work environment that functions fluidly throughout your organization.
Email Your FinNext Agenda
Pre-Conference Workshop
6
personal team & effectiveness
The CXO Perspective: Career Pathing That Leverages FP&A Talent
3
FP&A is a department in transition, and the required structure and skills are changing as well. AFP CEO Jim Kaitz sits down with an executive from one of the world’s largest companies to talk about how they evolved FP&A over the past ten years, and look ahead to the next decade of innovation. Topics include the FP&A mindset, organizational structure, enabling technologies and personnel management.
Deals, Dreams & Data: How a $6B Deal Accelerated Invesco’s FP&A Transformation
Chart Your Course to Effective Leadership
Bestselling Author
opening keynote
1:30 - 3:00 p.m.
4:45 – 6 p.m.
Tuesday, March 17
Monday, 8:30 - 10 a.m.
Success in Simplicity: Establishing the Foundation for Planning & Analytics at Nucor
With an array of Business Intelligence tools at their disposal, FP&A professionals are tasked with managing, organizing, interpreting and sharing data and insights throughout their organizations. But, how can they utilize these tools to prioritize the data to make effective forecasting and capital allocation decisions? In this hands-on workshop, attendees learn business partnering techniques corresponding to effective reporting with Power BI. Attendees learn how to build and design a Power BI report and walk away with tips and best practices for visualizing information to make recommendations to stakeholders and business partners. The cost to attend this Pre-Conference Workshop is $550.
18
CLOSING KEYNOTE
From Numbers Geek to Compelling Influencer
Statistically Significant: Driver Based Planning
KEYNOTES
The genesis of leadership starts with two principles: knowing yourself and knowing your people. No matter how many people you oversee, this presentation outlines easy and practical techniques to first recognize the leader in yourself, how to better understand your people, then weaves this information into actionable practices. Learn important leadership lessons derived from 24 years of both military and civilian service, and how to implement these lessons into your own leadership practices.
1
9
Keynote
Deals, Dreams & Data: How a $6B Deal Accelerated Invesco’s FP&A Transformation
The Science of Perfect Timing
Closing Keynote
Session dimensions
11
MONDAY
Integrating Accounting Changes Through Your Forecast
8
10
Explore the schedule of educational sessions and Keynotes we have planned. Click on a day and a time slot to see what educational sessions are being offered then. You’ll also want to check out the full FinNext schedule to get a feel for the Networking Events and Tech Lounge Solution Showcase presentations.
Would you like to move beyond annual budgets and be agile enough to succeed in a constantly changing world? Are you looking for more effective planning processes to help your organization move beyond static budgets? This session shows you how to replace traditional budgeting practices with dynamic, forward-looking processes that support financial performance management and decision making. Using a direct case experience from VELUX and other organizations that have already transformed, learn about the steps that you can take to create a more agile planning process.
Opening Keynote featuring Bestselling Author Daniel Pink
5:00 - 6:30 p.m.
Transforming the Forecast at Waste Management
Pitfalls in Planning: Moving From Enraged to Engaged
While many FP&A professionals adequately fulfill the duties associated with their role, many are capable of attaining a high level of effectiveness with further development of their consulting and people skills. American Family Insurance has developed a framework and tool based on the skills observed in extremely effective consultants. In this session, walk through that framework and learn about a tool that you can use to enhance your own skills or those of your staff.
Sponsored by Host Analytics
FP&A Symposium
Financial Acumen
Is your organization agile enough to move beyond annual budgets that are often obsolete by the time they are printed? This session provides attendees with the tactics and strategies needed to replace their static budgeting practices with dynamic, forward-looking processes that better support financial performance management and decision making. Using direct case experience from VELUX, and other organizations who have already transformed, this session presents the steps (both evolutionary and revolutionary) needed to implement an agile planning process to ensure your organization succeeds in a constantly changing world.
FP&A Roundtable
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1:30 - 3 p.m.
4
This tool is for planning purposes only and does not ensure your spot in an educational session. Also, sessions will not be transferred to the FinNext app.
4:15 – 4:45 p.m.
3:30 - 5:00 p.m.
Monday, March 16
Increasingly complex business environments coupled with the need for rapid decision-making present a unique set of challenges for FP&A professionals. More frequently, FP&A professionals are expected to provide a holistic view of company performance that goes beyond the data in a traditional financial statement. Learn how MITRE developed an FP&A analytical framework and how they utilize BI technologies to drive smarter decisions.
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19
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Take Your Financial Analytics & Reporting to the Next Level
Using AI-enabled Predictive Analytics for Unbiased Forecasting and Decision-Making
16
FinNext event Explorer
The Power of FP&A in Shaping M&A Performance
Recipe for Success: FP&A’s Role in Leading Digital Transformation at National Restaurant Association
20
Most financial professionals are familiar with the traditional approaches to valuing companies and major assets such as DCF (Discounted Cash Flow) and Multiples. However, alternative approaches such as real options, decision trees and Monte Carlo Simulations may provide a better way to value companies and/or assets that don’t fit into the standard mold. In this session, hear how these alternative compare to traditional models, and how they can be applied to difficult valuation problems such as young start-up companies, intangible assets, or projects with high degrees of uncertainty.
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5
6
FinNext 2020 Tech Challenge
During the FinNext Tech Challenge attendees will see presentations from several different solution providers. Each solution provider will be presented with the same case study involving a particular challenge. Each provider will present their own unique solution and attendees will vote for the winner. Who knows, you might even find your organization's next great tech partner in the process. Challenge topics and participants will be announced at a later date.
Evolving FP&A
Creating a Future Ready Planning Process
1:15 - 2:15 p.m.
Companies rely on driver-based planning for direction in prioritizing their most important business factors. But how do you empirically identify and rigorously test the drivers in your driver-based planning? Learn how FP&A can be the strategic partner that operational managers rely on to identify the best drivers by walking through the sourcing process, correlation analysis, and how to test for and identify forecast biases in models. This session utilizes examples from multiple industries to provide practical techniques for creating driver-based models, including a “flex” budget example that adjusts budgets and targets to sales volumes.
4:15 - 4:45 p.m.
Invesco’s acquisition of Oppenheimer Funds includes a goal to extract $475m in cost savings (16% of combined cost base) while executing a seamless business integration. The deal provides the opportunity to expand upon their digital transformation in multiple areas, such as upskilling their people, integrating technology beyond spreadsheets, and optimizing their processes to leverage these new capabilities. Learn how the team is restructuring to incorporate multiple technology knowledge systems while also fostering the development of traditional FP&A skillsets.
We’ve all heard that “timing is everything.” The trouble is, we don’t know much about timing itself. Our business and professional lives present a never-ending stream of “when” decisions. However, we make them based on intuition and guesswork because we believe that timing is an art. In this provocative and entertaining keynote, New York Times bestselling author Daniel Pink shows that timing is a science – one we can use to make smarter decisions, enhance productivity, and boost the performance of FP&A organizations. Deeply researched and packed with takeaways, this keynote provides attendees tools to look at their work, organization, and lives, in fresh and invigorating ways.
10:30 a.m. – 12 p.m
OPENING KEYNOTE
TUESDAY
Regulatory bodies have made changes in accounting policies that change the calculation of income or balance sheets; your ability to forecast accurately requires that these changes flow through your forecasts as well. Learn about three headline accounting updates—ASC 606 Revenue Recognition, ASC 842 Lease Accounting, and the provision for doubtful debts—and hear the process of how FP&A professionals gained agreement on the impact, updated their models, and prepared the business for the new calculations.
Start FinNext off on the right foot when you attend the Welcome Reception. Here you'll have the opportunity to engage with fellow attendees who are passionate, like-minded FP&A practitioners in an informal setting - and celebrate your shared love for finance.
As the largest steel producer and recycler in the United States Nucor is challenged with forecasting projected cash positions for numerous projects spanning many years and consolidating data from 200+ locations and making actionable decisions across the enterprise. Get a close view of how Nucor’s FP&A team implemented a cloud-based planning and analytics solution that enabled an integrated, connected planning network across the organization. Learn how their focus on simplicity and scalability, recognizing where the solution could quickly be adopted and deployed while optimizing and providing critical business information.
We are entering an era of digital finance that requires on-demand continuous planning where human and Artificial Intelligence (AI) work hand in hand to achieve better analytical results for data driven decisions. This session shares how FP&A professionals can leverage AI-enabled capabilities to augment subjective estimates of future performance with insightful and unbiased analytics, AI-driven revenue and operating forecasts, operational predictive analytics, and improved decision management. Attendees learn from a case study on applying this analytical process that includes the resulting economic benefits while also addressing why many analytic cultures ultimately fail.
Daniel Pink
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Print Your FinNext Agenda
The Power of a Diverse FP&A Team
Register for this Workshop here
FP&A is both a box on the organizational chart as well as a set of skills that are useful that you can build on to deploy in different parts of the company. Hear from a panel of business leaders who are now applying their FP&A tools in new positions, including CFO, COO, Chief Business Intelligence, and Investor Relations. Learn how their careers changed, how they applied their FP&A skills to their new roles, and how they foster a culture that continues to develop and engage their top talent.
FP&A Roundtable
From Data to Reporting & Insights Through Power BI
Navigating project investment decisions is a key activity of FP&A groups and successful corporate growth plans. How does your process compare to your peers? Using the results from AFP’s benchmarking survey as background for this facilitated talk, attendees discuss their FP&A team’s role throughout the project investment process. Additionally, in small groups, attendees share best practices, learn from their peers, and grow their professional network in this highly interactive session. This event is restricted to FP&A practitioners only. Seats for the FP&A Symposium are on a first come first serve basis and seating in the room is limited. Be sure to arrive early to secure a spot.
Invesco’s acquisition of Oppenheimer Funds includes a goal to extract $475m in cost savings (16% of combined cost base) while executing a seamless business integration. The deal provides the opportunity to expand upon their digital transformation in multiple areas, such as upskilling their people, integrating technology beyond spreadsheets, and optimizing their processes to leverage these new capabilities. Learn how the team is restructuring to incorporate multiple technology knowledge systems while also fostering the development of traditional FP&A skillsets.
Using Decision Analytics to Manage Portfolios
FP&A Symposium
Tech Lounge Closing Reception
17
7
To reduce time spent on repetitive and mundane tasks, companies are automating processes to allow FP&A professionals more time to focus on valuable work. This session explores how companies are leveraging automation, machine learning, and powerful new business intelligence tools to take analytics and reporting to the next level. Learn what is possible through accessible tools (such as PowerBI), including customizable interactive reports, row-level security, mobile deployment, combining data from multiple sources, and the application of AI.
8:30 - 9:30 a.m.
Widening the Aperture of What is Possible, Without Losing Focus of What is Important
3 - 4 p.m.
Alternative Approaches to Valuation: Going beyond DCF and Multiples
The R&D portfolio management team at Bayer Crop Sciences is using the principles of decision analytics to manage their R&D investment portfolios, involving both long-term and short-term understanding of impacts, risks, etc. They are going through digital transformation at a large scale and have also started the journey of applying similar decision analysis principles to manage the digital transformation portfolio. In this session BCS’s Corporate finance professionals share their methodologies as well as what they have learned from this process.
In 2018, M&A activity was valued at US$3.6 trillion with over 17,000 transactions worldwide, opening the opportunity for FP&A teams to play an instrumental role in enhancing the performance of the M&A process. This session covers the practical tools that support the M&A process at different levels in your organization and analyzes the importance of synergizing business models. Whether you are the acquirer or the acquired, gain valuable insights for improving the odds of a successful integration, and how to identify and lead a merger repair.
The National Restaurant Association is the largest foodservice trade association in the world, with their economic engine originally built on delivering training and education via primarily print-based solutions. Amid rapid industry changes, they embarked on a digital transformation program touching virtually all facets of the organization with FP&A serving as the essential liaison between executive leadership, business operations, IT, and external consultants. This session explores how FP&A addresses implementation challenges, creates a roadmap for success, and establishes a unique business partnering operating model.
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Connect with your fellow FP&A practitioners as you discuss a yet to be determined topic or trend from the industry. Hear best practices and discover where your colleagues stand on the matter. Check back soon for future details. This event is restricted to FP&A practitioners only. Seats for the FP&A Symposium are on a first come first serve basis and seating in the room is limited. Be sure to arrive early to secure a spot.
From Data to Reporting & Insights Through Power BI
Welcome Reception
Welcome Reception
8:30 - 9:30 a.m.
8:30 - 10 a.m.
With $15B in revenues, over 300 transfer stations and 20M customers, Waste Management (WM) forecasts every aspect of the business. In 2016, WM initiated a digital finance transformation effort to modernize key forecasting and analysis processes. Explore how WM built a business case to automate forecast processes to enable users to analyze transaction level and payment data for dynamic variance and trend analysis. Hear about the challenges WM experienced on their journey towards improved speed, quality, and scale of forecasting and reporting across its 12 lines of business to create detailed plans across the entire organization.
Business partnership is easy—just play nice in the sandbox, right? Despite our best intentions, we may not realize some common stumbles in our attempts to be a good partner. This session shares several examples of good intentions gone wrong, and how the individuals and companies have recovered to build strong relationships with their partners and customers. This highly engaging discussion gives attendees the opportunity to hear and learn from their peers while also sharing their own strategies for being an effective business partner.
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5 - 6:30 p.m.
Creating an Agile Planning Process
3:30 - 5 p.m.
technology & data
Sponsored by Host Analytics
11 a.m. – 12 p.m.
Sunday, March 15
MY finnext AGenda
3 – 4 p.m.
1:15 – 2:15 p.m.
