Financial Forecasting & Planning Innovation

February 19 & 20, San Diego, 2014

The Schedule

*Please note, this is subject to change

Over 300 finance professionals will descend on San Diego for this flagship summit. Expect two days of cutting edge presentations, workshops and panel sessions that will offer insight into the latest FP&A processes.

  • FP&A Innovation
  • Breakout Sessions & Workshops

Day 1

FP&A Innovation

07:30

Registration & Light Breakfast

08:20

Chairperson's Overview, CEO, Axiom EPM

08:30

Financial Planning for Success in a Global Environment

Jacky Wu — VP, FP&A at American Tower

09:10

Surviving the Storm of Change through Effective Financial Communication

Stacey Woodroof — CFO at HCA Physician Services

09:50

Harnessing the Knowledge Held by The FP&A Team For Effective Decision Support

Chuck Christopherson — CFO at BT Americas

10:30

Coffee Break - Exhibition Area

11:00

Asset-Based Lending: Making the Most of Tangible Collateral

Al Blazek — CFO at Dunham's

11:40

Taking Finance Leaders Outside of the “Debits and Credits”

Michael Everson — CFO at GE Healthcare

12:20

Lunch

13:20

X4F - A Framework For Avoiding Traditional Budgeting Pitfalls

John Ross — CFO at Rural Community Hospitals

14:00

The Finance Function in a Not for Profit Context

Konstantin Lomidez — CFO at PCI

14:40

The Finance Team - Aiding ThermoFishers Pricing Strategy through Commercial Partnering

Thomas Paradise — Global Director, Finance at Thermo Fisher

15:20

Coffee Break - Exhibition Area

15:50

Financial Planning in a Commodity Driven Business

Jeff Durbin — CFO at Gavina Coffee

16:20

The FP&A Function in a Small Business Environment

David Blades — Director, Finance at Jenson

16:50

Adapting Finance for Growth With a Focus on The FP&A Function

Lesley Hazleton — CFO at FreeFlight

17:20

FP&A Innovation Awards

17:30

Networking Drinks - Exhibition Area

Breakout Sessions & Workshops

09:10

Providing New, Better and Faster Information with Predictive Analytics on The Most Important Drivers of Business Success.

Rich Wagner — CEO at Prevedere

11:00

Workshop Session: Accelerate Oracle or SAP Planning, Budgeting, Forecasting and Reporting Processes with Excel

BJ Lee — Solutions Specialist at Excel4apps

14:00

Proven Techniques for Optimizing Your Financial Planning and Analysis Process

Peri Pierone — CEO at Axiom EPM

Left_double_arrow Back
  • FP&A Innovation

Day 2

FP&A Innovation

07:30

Registration & Light Breakfast

08:20

Chairperson's Overview, CFO, Dunham's Sports

08:30

The Trusted Leader Imperative

David Elrod — Director, Finance at Microsoft

09:10

Performance Benchmarking for Organizational Success

Surendra Goyal — CFO at Aditya Birla

09:50

Coffee Break - Exhibition Area

10:20

FP&A Talent Development at Baker Hughes

Michael Kinney — Director, FP&A at Baker Hughes

11:00

Panel Session: Reducing Budgeting Time

Debbie Jacobs — Senior Director, FP&A at Experian

12:00

Lunch

13:00

How the Modern CFO Drives FP&A Through The Organization

Douglas Paulin — CFO at Autonet Mobile

13:30

Financing During a Period of Sustained Growth

Steve Beckley — VP, Treasury at Superior Energy

14:00

Risk Management & Effective Business Support

Eric Harper — SVP at Wells Fargo

14:30

Coffee Break - Exhibition Area

15:30

Inventory Financing, Managing Top Line Sales and Bottom Line Revenues

Ken Carlson — Director, Accounts at UPS

16:00

Summit End

Left_double_arrow Back