Predictive Intelligence Summit October 10 - 11 The Andaz Hotel San Diego, CA
Competitive and Market Intelligence Financial Forecasting Qualitative & Quantitative Evaluation Methodologies Concrete & Comprehensive Data Usage Sales & Demand Forecasting Leveraging Technology for Predictive Intelligence
www.altamont-group.com 510-984-2961
Earn up to 13 CPE Credits
Summit Presenters Ajay Kataria – Senior Finance Manager at PepsiCo Arthur Kordon – Advanced Analytical Leader at Dow Chemical Wilfred Eijpen – Former Director, Supply Chain, Hardware at Stanley Black & Decker, Inc. Ramin Mousavi - Manager, Global Market Intelligence at Edwards Lifesciences Jeff Pedersen – Director of Finance, Financial Planning and Analysis at Exemplis Corporation Jesse Gross – Vice President of Analytics at Semphonic Jose Tormo – Competitive Intelligence Director at Hewlett-Packard Pia Washington – Manager Corporate Budget at DineEquity, Inc Steve McHale – Market Intelligence at IBM Mathieu Guerville – Manager, Competitive Intelligence and Strategy at Underwriters Laboratories Mark Donnelly – Manager of Business Intelligence at Red Door Interactive Ed Allison – Senior Director of Solutions Product Marketing Competitive at Polycom Juan Porter – President at TopDown Consulting Olga Longan – Principal at Longan Consulting Erica Jackson – Supply Chain Manager at ViaSat Chris Adams – VP Value Chain Development at LagasseSweet Chad Anselmo – Vice President of Finance at Meritus Paymant Solutions
And more….
www.altamont-group.com 510-984-2961
Summit Agenda 8:00 am 8:30 am
9:45 am
Registration & Continental Breakfast
Keynote: The Art and Science of Good Forecasting Combining math and analysis with good instincts and sound judgment Keynote: Data Accuracy for Improved Forecasting Discover methods to collect and analyze the correct and accurate data for your forecasts Financial Forecasting
11:00 am
Financial Forecasting Accuracy and Evaluation
1:00 pm
3:30 pm
Demand Planning & Forecasting Integrated Demand Planning
Develop a strategic framework that defines competitive goals and aligns to business objectives
Leverage demand planning to improve forecasting accuracy and drive decision making
Social Media Intelligence
Demand Planning Alignment
Utilize social media to gain competitor insights and anticipate future customer behaviors
Organizing the most important aspects of demand planning: the people and process
Predictive Analytics for Finance
Scenario Planning & Modeling
Utilize predictive analytics to improve financial forecasting and planning
Knowledge management techniques for determining and evaluating both expected and unexpected events
Value Chain - Creating End-User Satisfaction
Align Financial Forecasts to the Strategic Plan
Competitive Landscape Analysis
Lunch & Networking Break Financial Modeling and Driver Based Planning Link financial forecasting to operational drivers and key performance indicators
2:15 pm
Competitive Intelligence Competitive Roadmapping
Maximize forecast accuracy measures, metrics and KPIs to improve predictive capabilities 12:00 pm
Wednesday, October 10th
Using financial forecasts to drive corporate strategy and planning throughout the organization
The “How-To” (Process, Tools and Techniques) of identifying strategic opportunities and threats
New approaches to creating and capturing sustainable value
Big Data for Sales & Operations Forecasts Streamline the collection and organization and analysis of demand data for forecasts
Networking Reception
4:30 pm
Thursday, October 11th 8:00 am
Registration & Continental Breakfast
8:30 am
Keynote: Measuring Forecasting Performance Support better decision making with forecasting measures, metrics and KPIs
9:45 am
Keynote: Information Management for Decision Making Managing CI information in a multi-decision making environment Financial Forecasting
11:00 am
12:00 pm 1:00 pm
Competitive Intelligence
Demand Planning & Forecasting
A Comprehensive Look at Rolling Forecasts
Competitive Intelligence Value & ROI for Sales Environments
Supply Chain Optimization & Alignment
Incorporating continuous planning to keep your forecasts current and accurate through a discussion of all phases of the project— preparation, design, implementation, deployment
Effectively deploying CI initiatives to ensure the most value-add possible
Ensure supply continuity to support demand forecast and product requirements
Lunch & Networking Break Keys to Successfully Implementing Financial Performance Management Solutions Learn how to plan, prepare, and execute a successful project implementing financial performance management solutions
CI Usage and Allocation
Growth Forecasting
Create a communication and governance framework to insure relevant competitive intelligence usage for multiple end users
Integrating new product introduction (NPI) into demand & supply chain planning
Forecasting Case Studies 2:15 pm
3:30 pm
Forecasting Innovation for Services
Forecasting Innovation for Products
Case Study - Lessons learned in forecasting for service oriented organizations
Case Study - Lessons learned in forecasting for product oriented organizations
Closing Keynote: Collaborative Business Forecasting Establish integrated business planning through synchronized forecasting processes
Business Forecasting Business Forecasting 2012 is a two-day, three-track, learning, networking summit focused on business planning by way of superior prediction capabilities. This comprehensive program explores a breadth of organizational forecasting challenges in the areas of finance, market, economic, supply, demand and sales elements. Attendees are given an unrivaled opportunity to learn from case studies, hands-on workshops, and best-practice sessions, presented by some of the most innovative practitioners, thought leaders and methodologists working in forecasting today. Business Forecasting 2012 is comprised of three unique tracks; Financial Forecasting, Competitive Intelligence and Demand Planning & Forecasting. This integrated program provides the most Who Will Attend? comprehensive forecasting curriculum on the market today. This is a vendor/software-neutral event,Business instead Analysts focusing on frameworks, best Systems practices and Analysts organizational strategy. Project Managers Attendees from a wide range of industry and CTOs / CIOs functional VPs backgrounds make it a goal to attend of IT Business 2012. This broad makeup VPs Forecasting of Engineering provides exceptional Networking Opportunities to Enterprise Architects enhance attendees’ experience at the event, as Software Engineers well as build lasting relationships for continued IS Managers learning well into the future. Program Managers Directors of QA Technical Directors Financial Forecasting estimates future revenues, clarifies budgeting and allows for continuous All those involved in Data performance Management, Systems, management. Competitive Intelligence predicts future market Software, Project conditions, anticipates competitors’ strategic Management & IT…. actions and allows for better strategic planning. Demand Planning & Forecasting streamlines supply chain operations, predicts sales streams and growth, and anticipates customer needs.
www.altamont-group.com 510-984-2961
2012
The attendee profile at Business Forecasting 2012 represents a breadth of functional backgrounds, who rely on forecasting to meet business needs. Accounting Manager Business Analyst Business Solutions Manager CEO CFO EVP Finance Client Experience Team Competitive Intelligence Director Controller COO Demand Manager Director, Financial Planning Director, Business Analysis & Planning Director, Global Strategy & Operations Director of Business Intelligence Director of Enterprise Business Planning & Demand Management Director of FP&A Director of Marketing Director of Materials Director of Product Management Director, Forecasting & Revenue Analytics Director, Market Analysis Director, New Product Business Analytics Division Supply Chain Manager EVP - Finance Executive Director Financial Analyst General Manager Global Demand Manager Global Supply Chain Manager Head of Global Supply Planning Head of S&OP Demand/ Planning Manager, Forecasting Manager, Financial Planning & Analysis Manager, Global Distribution Strategy & Planning Manager of Strategic Marketing Manager, Market Intelligence Manager, Predictive Modeling Market Intelligence Analyst New Product Business Analytics President & CEO Sales Operations Manager Senior Competitive Intelligence Manager Senior Director of Marketing and Market Intelligence Senior Director, Web Platform & Analytics Senior Finance Manager Senior Financial Analyst - FP&A Senior Manager, Market Intelligence Senior Operations Manager Sr. Director, Sales Operations & Business Intelligence Sr. Manager - Demand Planning & Analytics Sr. Project Manager Vice President of Finance & Treasury VP, Business Development VP, Sales Operations VP, Strategic Initiatives VP, Supply Chain VP, Group Mgr Finance & Analytics VP, Controller
Day One, Wednesday, October 10th 8:30 am Keynote:
The Art and Science of Good Forecasting Combining math and analysis with good instincts and sound judgment
Bridge the gap between data analysis and effective forecasting Predictive tools to better understand anomalies that disrupt accurate forecasting Effectively manage organizational knowledge to for better strategic planning Identify and leverage creative thinking to support the forecasting process
9:45 am Keynote:
Data Accuracy for Improved Forecasting Discover methods to collect and analyze the correct and accurate data for your forecasts
Identify multiple data inputs that potentially reduce forecasting accuracy Re-evaluate what data is most important for your forecasts Analyze current forecasting models to find potential weaknesses
For group rates, detailed speaker or event information, please contact:
Thomas Johnson:
[email protected] 510-984-2961 Or Jason Evans:
[email protected] 510-984-2949
Day One, Wednesday, October 10th Day 11:00 One am Continued
Thursday, June 14th
Track A
Financial Forecasting Accuracy and Evaluation
Financial Forecasting -
Maximize forecast accuracy measures, metrics and KPIs to improve predictive capabilities
Track B
Utilize operational drivers to better predict financial forecasts Implement best quantitative and qualitative practices into forecasting systems Develop a management system that drives the forecasting process
Competitive Roadmapping
Competitive Intelligence -
Develop a strategic framework that defines competitive goals and aligns to business objectives
Anticipate and accurately forecast competitor response Validate current strategic and tactical plans, and test alternative strategic initiatives Mapping competencies and strengths and weaknesses against competitor competencies to understand gaps and competitive positioning Building an actionable competitive landscape and competitive radar screen system
Track C
Integrated Demand Planning
Demand Planning & Forecasting -
Leverage demand planning to improve forecasting accuracy and drive decision making
Ensure business continuity through effective forecasting and planning practices Use a functionally integrated approach for streamlined demand planning Decision support aligned to business needs and objectives Effective analysis that allows senior management to make more informed decisions
1:00 pm Track A
Financial Modeling and Driver Based Planning
Financial Forecasting -
Link financial forecasting to operational drivers and key performance indicators
Track B
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
Social Media Intelligence
Competitive Intelligence -
Utilize social media to gain competitor insights and anticipate future customer behaviors Listen, categorize and analyze social media conversations to gain intelligence Data management practices for effective usage and analytics Converting social media data into customer and competitor insights Evaluate tools and techniques for collecting and categorizing social media data
Track C
Demand Planning Alignment
Demand Planning & Forecasting -
Organizing the most important aspects of demand planning: the people and process
Establish a culture of collaboration: marketing, sales and operations Utilizing marketing and sales to drive results and meet organization goals Communicate the goals and importance of each aspect of the process Leverage KPI's and define measures for the entire demand chain
www.altamont-group.com 510-984-2961
Day One, Wednesday, October 10th 2:15 pm Track A
Predictive Analytics for Finance
Financial Forecasting -
Utilize predictive analytics to improve financial forecasting and planning
Use qualitative and quantitative data to develop accurate prediction models Develop a model for better predicting returns on financial allocations Develop a methodological approach to aligning financial needs with strategic needs Determine how future financial investments will affect the organization
Track B
Scenario Planning & Modeling
Competitive Intelligence -
Knowledge management techniques for determining and evaluating both expected and unexpected events
Track C
Demand Planning & Forecasting -
Use systems thinking to develop scenarios that predict future market and competitor behavior Develop a system of rank-and-order to evaluate the likelihood of outcomes Employ scenario planning to break traditional organizational “world views”
Value Chain - Creating End-User Satisfaction New approaches to creating and capturing sustainable value
Develop strategies that are consumer focused Use information about demand to achieve alignment Develop a Demand Fluctuation Management based model: joint planning, execution and monitoring Adapt to changes in both supply and demand Analyze the nature of the consumer’s buying experience
3:30 pm Track A
Align Financial Forecasts to the Strategic Plan
Financial Forecasting -
Using financial forecasts to drive corporate strategy and planning throughout the organization
Use the financial forecast as a vehicle to drive accountability for results Integrating forecasting variance into strategic decisions Ensure financial forecast data & analysis is communicated correctly to strategic team
Track B
Competitive Landscape Analysis
Competitive Intelligence -
The “How-To” (Process, Tools and Techniques) of identifying strategic opportunities and threats
Identify latent (unspoken, unmet) and future customers needs Address the full breadth of the competitive landscape Learn the science-based framework for forecasting the future of competition and objectively identifying strategic opportunities and threats
Track C
Big Data for Sales & Operations Forecasts
Demand Planning & Forecasting -
Streamline the collection and organization and analysis of demand data for forecasts
Enable the creation of supply and demand scenarios and simulations through a repository of data Manage real time mirroring of the Sales and Operations Planning database to create near real time OLAP views Utilize strong analytical talent within the organization
www.altamont-group.com 510-984-2961
Day Two, Thursday, October 11th
8:30 am Keynote:
Measuring Forecasting Performance Support better decision making with forecasting measures, metrics and KPIs
Determine KPIs that are essential to evaluating and meeting strategic objectives Assess the input and performance metrics used in the forecasting process Reduce forecasting error through improved reporting accuracy and process improvement
9:45 am Keynote:
Information Management for Decision Making Managing information in a multi-decision making environment
Develop meaningful interpretations and recommendations to drive business decisions Cascade strategies across functions and departments to ensure successful execution Developing cross-functional support to align people, process, data, metrics and technology
For group rates, detailed speaker or event information, please contact:
Thomas Johnson:
[email protected] 510-984-2961 Or Jason Evans:
[email protected] 510-984-2949
Day Two, Thursday, October 11th 11:00 am Track A Financial Forecasting -
A Comprehensive Look at Rolling Forecasts Learn how to incorporate continuous planning to keep your forecasts current and accurate through a discussion of all phases of the project—preparation, design, implementation, deployment An interactive session discussing how to transition traditional forecasting to rolling forecasts. To stay competitive, businesses need quality forecasts that shape future outcomes and the ability to immediately react to changing events, and the only way to do this is through informed decisions and agile business practices. Learn how to incorporate continuous planning to keep your forecasts current and accurate through a discussion of all phases of the project— preparation, design, implementation, deployment.
Track B Competitive Intelligence -
Competitive Intelligence Value & ROI for Sales Environments Effectively deploying CI initiatives to ensure the most value-add possible
Track C Demand Planning & Forecasting -
Utilizing CI in sales and other key revenue driving activities Implementing practices to track ROI and highlight value Socializing CI initiatives to underscore value & significance to organizational leadership
Supply Chain Optimization & Alignment Ensure supply continuity to support demand forecast and product requirements
Create a systems based management model for supply chain optimization Add value through the implementation of supply chain analytics Leverage lean six sigma methods for supply chain process improvement Utilize technological advancements for improvement supply chain efficiency
1:00 pm Track A Financial Forecasting -
Keys to Successfully Implementing Financial Performance Management Solutions
Track B Competitive Intelligence -
CI Usage and Allocation
An interactive session covering every phase of your project, including preparation, approach, project phases, cultural considerations, and leveraging best practices, to help you achieve a successful deployment and full adoption of your solution, allowing you to capitalize on business benefits, mitigate risk, and maximize ROI
Framework for ensuring competitor profiles meet the needs of multiple end-users
Track C Demand Planning & Forecasting -
Utilizing internal relationships to determine needs, overlap and consistent but customized briefs Building accessible and efficient CI gateways to gather, organize and disseminate CI information Empowering CI knowledge gathering through social media outlets
Growth Forecasting Integrating new product introduction (NPI) into demand & supply chain planning
Evaluate multiple "what-if" scenarios and establish a flexible NPI model Validating the product (or service) and process Understand product demand in real time to overcome the productiondemand gap Improve inventory demand transparency with suppliers, partners, distributors, and retailers
www.altamont-group.com 510-984-2961
Day Two, Thursday, October 11th 2:15 pm Track A Services Case Studies -
Track B Products Case Studies -
Forecasting Innovation for Services Case Study - Lessons learned in forecasting for service oriented organizations
Utilize key forecasting techniques to drive culture change Discover emerging technologies that drive forecasting performance Leverage key forecasting components for a competitive advantage
Forecasting Innovation for Products Case Study - Lessons learned in forecasting for product oriented organizations
Utilize key forecasting techniques to drive culture change Discover emerging technologies that drive forecasting performance Leverage key forecasting components for a competitive advantage
3:30 pm Closing Keynote:
Collaborative Business Forecasting 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 Utilize tools and technology to implement advance forecasting practices
Reasons to Attend Business Forecasting 2012 Attain valuable, concrete practices to create & improve forecasts Provide decision makers with advanced, dynamic and accurate data & forecasts Improve knowledge across all departments through innovate market analysis techniques Receive hands-on business statistical and modeling training Take your financial planning & budgeting to the next level with advanced Rolling Forecasts techniques Improve product planning & development and be ready when the market changes Network with peers and industry experts will earning continuing education hours
www.altamont-group.com 510-984-2961
Area, Venue & Travel Information
Business Forecasting 2012 Location – San Diego San Diego… filled with the charm of its Spanish settlers, is a vacationer's paradise. Sun, sand, beaches, mountains, and lakes are all at your fingertips. Known as a world-class destination, it's no wonder they call it "America's Finest City." Located in San Diego’s exciting and cosmopolitan downtown, this conference will be close to everything you want to do while in San Diego.
Hotel and Accommodation Facilities Our venue’s excellent location offers easy access to all that San Diego has to offer. We have scouted locations throughout the region and find that the Anadaz San Diego offers excellent accommodations, an unrivaled meeting environment and tremendous value.
Travel This event is best accessed by-way-of San Diego International Airport. San Diego International is a close - three miles away from the hotel, allowing for easy in and out access.
Venue Hotel Andaz, Gaslamp The Andaz San Diego 600 F Street San Diego, CA 92101 1-619-849-1234
Earn CPEs CPE Credits: 13
Altamont Group Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.
Program Level: Delivery Method: Prerequisites: Advanced Preparation:
Basic Group-Live None None
Room Rate
$ 209.00 / night Reservations:
(619) 849-1234
Mention the Gateway Management Room Block to the customer service agent to receive this exclusive reduced rate.
Online Reservations:
Online Reservation Link www.altamont-group.com 510-984-2961
REGISTRATION
Business Forecasting 2012
Early Registration
$ 1,599
** Early registration is available until: August 10th, 2012
Standard Registration
$ 1,799
Additional Attendee
$ 1,299
Three Attendee Rate
$ 3,999
For current discount and group rates, please contact Thomas Johnson at:
[email protected] or 510-984-2961
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510-984-2961 510-380-7377
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For questions regarding group discounts, accommodations or speaker information, contact Thomas Johnson at:
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Altamont Group Inc. 205 N. 2nd Avenue Oakdale, CA 95361
Billing Address City/State/Zip Pay By Check: Checks should be made payable to Altamont Group Inc. The mailing address for checks and tax forms is 205 N. 2nd Avenue, Oakdale, CA 95361 Cancellation/Rescheduling Policy: All cancellations made four weeks or longer from the summit’s start date will be provided a full refund or credit toward current or future Altamont Group programs. Any cancellations made within four weeks of the programs start date will be provided with credit toward current or future Altamont Group programs.
www.altamont-group.com 510-984-2961
