Managing Health Care Plans - Innovations and Impact of ProActive Plan Management on Financials

Nov 20, 2019 8:00am ‐ Nov 20, 2019 9:15am

Identification: CMF1925

Health plan cost increases continue to outpace other economic indicators. For most manufacturers health plan cost is the third largest cost item after raw materials and payroll. Health plans contribute to productivity of your workforce as well as supporting attraction and retention of key talent. This session will provide a view of what large and small manufacturers are doing in the US to manage health care plan cost and maintain a competitive employee benefit. The discussion will be supported by detailed manufacturing survey data outlining health plan cost, plan features, strategic initiatives, and management techniques including case studies.

Learning Objectives:
  • Understand key cost drivers of employer sponsored health plans
  • Learn the strategies and tactics consistently used by employers to manage plan cost
  • What innovations are coming in plan management and how might they impact cost, plan participants and productivity

Scenario Analysis in Forecasts, Plans and Capital Investment Decisions

Nov 20, 2019 9:25am ‐ Nov 20, 2019 10:40am

Identification: CMF1926

Scenario Planning and Analysis is a vital tool in the Corporate Finance toolkit. The pace of change and the level of uncertainty have obsoleted single-point projections. Beyond framing potential outcomes, scenario analysis enables the organization to be prepared for potential events or outcomes that require a course correction. This session presents the basics and best practices in applying scenario analysis, including the objectives of scenario analysis, identifying alternative scenarios, evaluating and presenting scenarios, monitoring critical assumptions and identifying triggers requiring action.

Learning Objectives:
  • Understand the need for scenario analysis in todays' environment
  • Understand how scenario analysis should be a critical element of all plans, projections and investments
  • Learn how to create and evaluate scenarios
  • Learn how to monitor critical assumptions and drivers

ERP: How to Succeed and Create Lasting Value

Nov 20, 2019 9:25am ‐ Nov 20, 2019 10:40am

Identification: CMF1927

Face it. Digital Transformation is not easy. With proper strategy and leadership, ERP projects can, and do, succeed. ERP is just one of many Digital Transformation initiatives that businesses undertake. Unfortunately, these 3 letters bring concern and risk due to the frequent failures in these projects – as well as the trail of dysfunction left behind from poorly executed projects. Our session leader, Bob Green, leads a team of objective, product-agnostic Digital Transformation professionals at SingerLewak's Business Informatics practice. They work in this space to help ensure proper project strategy and execution from all players involved – as well as to remediate implementations that have gone awry. In this session, Bob will share interactively actual recommendations and practices that you, as the financial leader, can deploy and govern in your organization to make Digital Transformation (ERP, and otherwise) a successful experience.

Learning Objectives:
  • Define what Digital Transformation is, and where ERP (and FPA, CRM, and others) fit in this paradigm
  • Explore scenarios that give rise to require businesses to upgrade their ERP and other software
  • Learn the key success factors to ERP and other Digital Transformation projects – and how you can tackle them.
  • Time permitting, we'll investigate several of these in “how to” discussions.
  • Take away: a self-assessment to determine your business' readiness for tackling an ERP or other Digital Transformation project.

M&A Integration

Nov 20, 2019 9:25am ‐ Nov 20, 2019 10:40am

Identification: CMF1928

M&A Integration - "Day one ... now what?" A session on M&A integration from one company to another.

Learning Objective:
  • Remove mystery of M&A integration process and deep dive into the due diligence process and the execution of the integration as a whole.

How Power BI Made Disparate Systems "Play Nice" with Each Other

Nov 20, 2019 9:25am ‐ Nov 20, 2019 10:40am

Identification: CMF1929

Running an internet startup and pioneering new methodologies for an entrenched industry is hard work. PowerPivotPro's operational complexities mirror those of much-larger firms: a historical hodge-podge of on-premises, cloud, and home-grown systems, each managing a crucial component of the overall business.

In such a siloed environment, even fundamental questions like “what will cash flow look like in three months,” “when should we hire more staff,” and “are we on pace to hit the budget” can be a nightmare. Sound familiar?

But now imagine having crystal-clear vision across ALL of that, from the “10,000 foot view” all the way down to individual transactions (when needed). Furthermore, imagine a laser-precise forecast which automatically refines itself every single day. And last but not least, imagine having all of this without a seven-figure spend, and without waiting a year or more?

In this session, see how our leadership team “practiced what we preach” on our own business to make this a reality – as a side project. We'll even demonstrate our fully-functional suite of dashboards (with obfuscated financials), so bring your cell phone cameras! Along the way we hope to inspire you to mirror our results for your own business.

Learning Objectives:
  • Overview of the Microsoft Power BI suite
  • New tools and skills that can dramatically improve Excel based forecasting and budgeting
  • Clear and tangible ROI you can take back to your business immediately
  • Knowledge and assistance from a thought leader in the Power BI world

Transformational Leadership

Nov 20, 2019 11:10am ‐ Nov 20, 2019 12:00pm

Identification: CMF1930

Today leading has become increasingly difficult with a multi generational workforce and pressures on the profession. In this session we will explore how to transform your leadership style ensuring greater alignment with those you lead either directly or indirectly. You will leave this session with several personal leadership strategies you can employ immediately.

Learning Objectives:
  • Understand new strategies on leadership and how to be successful moving forward.
  • Employ a new leadership philosophy to your everyday leadership style.