Boston Professional Events List


Business Forecasting and Analytics Forum


Date
Jun 06, 2017 - 07:45 AM - Jun 07, 04:30 PM
Organizer
JPK Group
Venue
Courtyard Boston Downtown
Location
275, Tremont St

Boston,
MA,
USA,
ZIP: 02116
Phone:

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

This 2 day forum is comprised of three focused tracks with multiple knowledge sharing session topics. Each session is led by a top practitioner in his/her industry. Attend this forum and walk away with real, concrete and actionable solutions while expanding your professional skill sets. Attendees from a wide range of industries and functional backgrounds make it a goal to attend every year. This broad makeup provides exceptional networking opportunities to enhance attendees’ experience at the event, as well as building lasting relationships for continued learning well into the future. The high level of attendee/speaker collaboration and engagement at the forum truly makes this a unique and favorable offering.

Price:
 

Early registration and group discounts below:

  Early Registration Rate Until 4/14/17 Regular Rates
1 Attendee $1,499 total $1,799 total
2 Attendees $2,899 total $3,598 total
3 Attendees $3,999 total $5,397 total
4 Attendees $4,999 total $7,196 total
5+ Attendees Contact Us Contact Us


Agenda



Complete Schedule

 

June 6, 2017

 

 

 7:45am Registration and Breakfast

 


 

 8:15am Welcome and Opening Comments

 



8:30am Opening Keynote

 

Collaborative Forecasting and Insights

Establish integrated business planning through synchronized forecasting processes

  • Develop, implement, and manage collaborative forecasts
  • Establish collaborative planning and forecasting partnerships
  • Make transparent, interrelated and aligned business assumptions
  • Capitalize on collective knowledge & decision making, while reducing redundancy

 

 

 

10:00am 15 Minute Networking and Refreshment Break

 

 

 

10:15am Keynote:

 

The Art and Science of Good Forecasting

Combining subjective and objective analysis along with external and internal factors to drive effective forecasting

  • Incorporating measurement as feedback to improve the forecast – make forecasting a closed loop
  • Conducting a thorough gap-analysis
  • Managing organizational knowledge by integrating multiple sources of information

 

 

 

 

 11:15am 15 Minute Networking and Refreshment Break

 

 

 

11:30am

 

Ensuring Financial Planning Success and Avoiding Common Pitfalls

Assessing common and unique financial planning pitfalls and discovering relevant and proven concepts

  • Determine company targets; allocate investments strategically
  • Incorporate multiple strategic and operational considerations in your planning
  • Provide top and bottom line targets to plan owners

 

11:00am

 

Finance as a Strategic Business Partner

Building strategic partnerships with key stakeholders to become more effective leader

  • Interpreting, explaining and driving performance within the organization
  • Presenting a dynamic industry, competitor and economic context
  • Supporting and influencing key operational and strategic decisions
  • Advising on key business planning assumptions, trade-offs and opportunities
  • Providing ad-hoc analysis and insights on specific issues

 

11:00am

 

Demand Planning and Demand Management

 

 

 

 

 

 

 12:30pm Lunch

 

 

 

 

1:30pm

 

Building a High-Performance FP&A Team

Create a highly adaptive team while fostering a culture of creativity and innovation

  • Develop an effective financial data management system that promotes stewardship and governance
  • Streamline financial data to make advanced analytics available to a broader audience throughout the organization
  • Create a framework that aligns reporting and analytics to organizational objectives
  • Organize FP&A teams to ensure efficiency in the analytics and reporting processes

 

1:30pm

 

Financial Performance Measurement and Management

Linking Operational and Financial KPIs, and aligning employee rewards

  • Create a consistent view of the business across all reporting dimensions
  • Provide faster decision making capabilities
  • Utilize predictive analytics and forecasts to provide real foresight
  • Establish an articulated finance vision that is aligned with the organization’s strategy
  • Create competent finance leadership that can meet/exceed board expectations
  • Maximize technology ROI and better alignment of finance IT with finance’s objectives

 

1:30pm

 

 

A Year in the Life of S&OP

Achieving the objectives of an effective S&OP process takes aligning many elements correctly. Sometimes the best way to understand how things need to fit together is to experience it. In this workshop you’ll review the roles, time horizons, and review processes of a monthly S&OP cycle and then step through a simulated “year in the life of S&OP” to experience what effective S&OP feels like. Join this workshop and take away the experience of effective S&OP along with key concepts that make it work.

 

 

1:30pm

 

360 Degree Supply Chain Visibility with Data Analytics

Improve and strengthen the supply chain by making data readily available to all stakeholders, including the customer

  • Maximize productivity, collaboration, speed and visibility while time spent monitoring events can be minimized
  • Improve relationships with supply chain stakeholders
  • Identify issues early, and proactively respond before problems affect efficiency

 

 

 

 

 2:30pm 15 Minute Networking and Refreshment Break

 

 

 

 

2:45pm

 

Continuous Planning and Rolling Forecasts

Utilize rolling forecasts to adapt to dynamic business challenges and opportunities

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

 

2:45pm

 

 Developing a Successful Data Integration Strategy

Create targeted efforts to source data, build models, and transform organizational culture

  • Develop business-relevant analytics that can be put to use in the organization
  • Embed analytics in simple tools for others to excel in their position
  • Develop capabilities to exploit big data

 

2:45pm

 

A Year in the Life of S&OP (continued)

Achieving the objectives of an effective S&OP process takes aligning many elements correctly. Sometimes the best way to understand how things need to fit together is to experience it. In this workshop you’ll review the roles, time horizons, and review processes of a monthly S&OP cycle and then step through a simulated “year in the life of S&OP” to experience what effective S&OP feels like. Join this workshop and take away the experience of effective S&OP along with key concepts that make it work.

 

 

2:45pm

 

 Predictive Product Forecasting

Capitalizing on predictive analytics to improve product lifecycle planning

 

 

 

 

 

 3:45pm 15 Minute Networking and Refreshment Break

 



4:00pm

 

Continuous Planning and Rolling Forecasts (continued)

Utilize rolling forecasts to adapt to dynamic business challenges and opportunities

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

 

4:00pm

 

Developing a Collaborative Integrated Planning Process

Bring strategic planning, finance, supply chain, sales, marketing and product development into a unified planning operating model to drive transformational performance improvement decisions.

  • Harmonize financial and operational processes with customer demand
  • Enable collaborative, cross-functional business decision making across the product lifecycles
  • Deliver cross-enterprise alignment of planning and execution processes to improve predictability and financial performance while managing risk

 

4:00pm

 

Enhancing Sales with Big Data’s Tools and Techniques

Identify and target the most profitable potential customer segments

  • Increase lifetime customer value
  • Utilize a variety of data to develop a more complete view of each consumer and conduct direct sales in a highly
    personal manner
  • Identify and refine key target segments and/or leads and determine the strategies that will convert them from
    leads to customers

 

4:00pm

 

 Creating a Consumer Driven Supply Chain

Using customer satisfaction as a measure of high performance 

  • Shifting from an operations driven organization to a customer driven organization
  • Finding and eliminating any material, process or production output that doesn’t create value
  • Balancing organizational priorities to create a nimble and responsive supply chain
  • Leveraging customer intelligence to refine your sales projections

 

 

 

5:00pm Networking Reception

 

 

 

June 7, 2017

 

 

 7:45am Registration and Breakfast

 


 

 8:15am Welcome and Opening Comments

 



8:30am Opening Keynote:

 

Future of Forecasting and Analytics

Machine intelligence, cognitive bias, and human nature

In this keynote, futurist and intelligence analyst Eric Garland explores where the predictive arts are headed as its professionals are faced with increasing computational power, more sophisticated software, and the persistent tragi-comedy of human nature.

Drawing from 50 years in the history of organization foresight and his own 20 years in the field as an analyst, Garland predicts where forecasting is headed. He claims that Moore’s Law and proliferation of ubiquitous sensing platforms will be the main drivers, and that human psychology will – like always – be the real hurdle to superior leadership.

In his trademark style, Garland will intersperse predictions about the future of big data and predictive analytics with the most amusing “total fails” in the history of the intelligence profession, just so we keep perspective as we conclude an enriching and challenging Summit.

 

 

 

 

 

9:30am 15 Minute Networking and Refreshment Break

 

 

 

 

9:45am

 

 Financial Modeling and Driver Based Planning

Link financial forecasting to operational drivers and key performance indicators

  • Create cause-and-effect relationships linking business drivers to financial and operational outcomes
  • Apply a methodological approach to testing assumptions and scenario analysis
  • Leverage financial intelligence to better predict financial outcomes

 

9:45am

 

Aligning Operational and Financial Strategy Through IBP

Research and practical experience tell us that there is a gap between financial and commercial operations in many businesses.  While S&OP and IBP offer the promise of closing this gap, in many instances, reality does not measure up.  This session provides participants with hands on case studies that help the two groups experience what it is like to be in the other’s shoes and provide practical examples of how these learnings can be implemented in S&OP and IBP.  The first case study helps finances stakeholders understand the operational implications associated with inventory targets within the context of S&OP and IBP; the second case study helps operations stakeholders convert financial strategies using S&OP and IBP as the platform for operational action.  Session participants are provided with all the materials and necessary to assess the two cases using paper and pencil; laptops and tablets are not required for the session.  If you are interested in learning how to bridge the gap between finance and operations this is the session for you.

 

 

9:45am

 

Win/Loss Analysis in CI

Powering modern CI with the voice of the customer

  • Learn how to use win-loss customer research to power CI for tactical sell-against deliverables as well as strategic intelligence to support PM and PMM
  • Hear case studies on how companies have used win-loss research to increase competitive win-rate
  • Learn how to setup a win/loss program that incorporates interviews and surveys to power CI

 

9:45am

 

The Essential Competitive Analysis Methods and Tools

This workshop uses mini-case studies of well-known companies and industries to give you a helpful tour of the dozen essential techniques that your organization must be able to exploit. We’ll look briefly at methods like competitor profiling featuring the four corners, driving forces analysis, industry analysis featuring the nine forces, PLC, scenario analysis, and STEEP among the others that you should know to support the ongoing intelligence needs of your analysts and decision needs of your executives.

  • Develop an understanding of the need to support analysis activities occurring throughout the organization
  • New Market or Segment Entry with Existing Products and Services
  • Gain basic exposure to the top 12 essential analytical techniques
  • Appreciate how analytical techniques can inform the decision making and intelligence process

 

 

 

 

10:45am 15 Minute Networking and Refreshment Break

 

 

 

 

11:00am

 

Transforming Finance: Leveraging Analytics and Intelligence

Using analytics to drive operational efficiencies and creating new value for their organizations

  • Drive standardization and simplification of core transactional processes
  • Create enterprise-wide strategic capabilities
  • Leverage and reduce IT investments and infrastructure costs

 

11:00am

 

Aligning Operational and Financial Strategy Through IBP (continued)

Research and practical experience tell us that there is a gap between financial and commercial operations in many businesses.  While S&OP and IBP offer the promise of closing this gap, in many instances, reality does not measure up.  This session provides participants with hands on case studies that help the two groups experience what it is like to be in the other’s shoes and provide practical examples of how these learnings can be implemented in S&OP and IBP.  The first case study helps finances stakeholders understand the operational implications associated with inventory targets within the context of S&OP and IBP; the second case study helps operations stakeholders convert financial strategies using S&OP and IBP as the platform for operational action.  Session participants are provided with all the materials and necessary to assess the two cases using paper and pencil; laptops and tablets are not required for the session.  If you are interested in learning how to bridge the gap between finance and operations this is the session for you.

 

 

11:00am

 

Turning Data Into a Strategic Asset

Employ data analysis and metrics across every function in the organization by creating a data-driven culture

 

 

11:00am

 

The Essential Competitive Analysis Methods and Tools (continued)

This workshop uses mini-case studies of well-known companies and industries to give you a helpful tour of the dozen essential techniques that your organization must be able to exploit. We’ll look briefly at methods like competitor profiling featuring the four corners, driving forces analysis, industry analysis featuring the nine forces, PLC, scenario analysis, and STEEP among the others that you should know to support the ongoing intelligence needs of your analysts and decision needs of your executives.

  • Develop an understanding of the need to support analysis activities occurring throughout the organization
  • New Market or Segment Entry with Existing Products and Services
  • Gain basic exposure to the top 12 essential analytical techniques
  • Appreciate how analytical techniques can inform the decision making and intelligence process

 

 

 

 

 12:00pm Lunch

 

 

 

 

1:00pm

 

Benchmarking for Improved Financial Performance

Gain insight into gaps, opportunities and areas in which your organization can focus on and improve

  • Select and prioritize areas in need of improvement based on the strategy of the organization, competitive
    advantage, the impact of potential improvement and likelihood of success
  • Develop a database of accurate, timely and relevant internal data that lead to analysis of current performance
    against best in class results
  • Identify the causes of the current performance gap and eliminate the root causes for excess cost and effort

 

1:00pm

 

Utilizing Predictive Analytics to Identify Business Drivers

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

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

 

1:00pm

 

Competitive Intelligence Battlecards

At its core, a battlecard is a tool for helping sales teams win the hearts and minds of their prospective customers. Unfortunately, the battlecard author loses sight of this purpose, leading to reports that fail the “so what” test. This session exposes two common problems with battlecards, “digestion” and “implementation”, and provides real-world techniques for making information “scannable” and “actionable”. This session then examines the value of aligning objection handling with buying criteria developed from Win-Loss interviews to yield concrete, useful recommendations to help sales teams deflect customer interest in a competitor’s strengths and focus customer attention on a competitor’s weaknesses.

 

 

 

 

2:00pm 15 Minute Networking and Refreshment Break

 

 

 

 

2:15pm

 

Data Visualization

Drive intelligent decision making by presenting data and insights in a simple and impactful manner

  • Learn how to optimize the 3 C’s of data visualization: clarity, connectivity and concentration
  • Best practices on segmentation of data, checking legibility and focusing on the subject
  • How to design ways to keep users engaged

 

 

 

2:15pm – 4:30pm

 

This optional workshop ends after the regular scheduled forum (3:15pm).

Competitive Wargaming and Simulations Workshop

Develop situational awareness of competitive position

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

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

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

 4:30pm Adjourn


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Keywords: fun, business , environment, Fun , industry , joy, learn, Learning , network , networking




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