Financial Planning & Analysis Conference 2017


This includes sessions from the conference: Financial Planning & Analysis Conference 2017

Standard: $299.00

Products

Welcome and Introduction & Transformative Leadership in Finance

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Welcome and Introduction & Transformative Leadership in Finance


Identification: FPA1701

This session will cover the following topics:

  • Leadership skills needed to transform finance and overall business.
  • Moving from scorekeepers to value partners
  • Emphasize leadership to guide through major organizational transformation
  • How role is changing to financial partnership and advising

Speaker(s):
Standard: $49.00

Leading Change and Business Partnering

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Leading Change and Business Partnering


Identification: FPA1702

As finance leaders, we continue to evolve our thinking on how to strategically partner with the business and approach work behind the scenes. With the ever-changing competitive and regulatory landscape, shifting focus is critical to continued success. How do we transform our role as finance partners and make the shift to driving execution and enabling performance? Leading change through a finance organization deeply rooted in history is not easy but is often necessary to enable the businesses we support to survive changing marketplace dynamics. This session outlines an approach to becoming better business partners while driving transformational change.

1. An approach to build better business relationships to enable more successful execution of business strategy

2. How to lead transformational change through competing priorities


Speaker(s):
Standard: $49.00

Advising Through Business Analytics

Preview Available

Advising Through Business Analytics


Identification: FPA1703

Given the vast amount of data available internally and externally nowadays, a lot of business insight and value can be extracted with modern techniques in machine learning, statistics and software engineering. The Data Science team at MassMutual was built to fulfill this mission of efficient data-driven decision making through cutting-edge science and applied research. It’s been three years since its inception and now it’s a full-fledged department serving almost every part of our business.

As one of the lead data scientists in the team, on behalf of his manager Sears Merits who runs the department, Peng is going to introduce the whole team---how it is structured, what everybody does, and most importantly, what kind of business problems they are addressing and how effective those methods are. Some projects in his domain will be elaborated, such as fraud detection, lapse prediction and sales forecasting.

1. How MassMutual’s Data Science team is structured and what is the role of everybody.

2. What kind of business problems the data science team are addressing.

3. How fraud detection, lapse prediction and placement rate prediction are done.


Speaker(s):
  • Peng Wang, Ph.D., MS, AVP, Lead Data Scientist, MassMutual Financial Group
Standard: $49.00

Setting OKR's and KPI's: Measuring What Matters

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Setting OKR's and KPI's: Measuring What Matters


Identification: FPA1704

Performance measurement has changed. Led by organizations like Google, LinkedIn and Spotify, we are seeing the birth of a new measurement mind-set that uses shorter time buckets and takes strategic measurement down to the team and individual level. We are seeing expanded scorekeeping around both environmental and societal impacts of their businesses. Finally we are seeing a faster pace of measurements - with monthly and quarterly the new norm. This session reveals the new performance measurement.

Speaker(s):
Standard: $49.00

Welcome and Introduction & Economic and Markets Overview

Preview Available

Welcome and Introduction & Economic and Markets Overview


Identification: FPA1705

With volatile equity and bond markets both domestic and global - together with political uncertainty, the U.S. economy has performed extremely well relative to the other economies around the world. Come actively listen and connect what is happening in our economy and markets to your business model.

Session learning objectives include:

  • Financial and economic awareness
  • Market forces and external trends influence on labor, bond and equity markets

Speaker(s):
  • Cliff Noreen, Deputy Chief Investment Officer , MassMutual Financial Group
Standard: $49.00

AI & the Impact It Will Have on FP&A

Preview Available

AI & the Impact It Will Have on FP&A


Identification: FPA1706

Overview of machine learning, artificial intelligence and the impact it will have on financial planning & analysis in short and long term. Review of key technologies, trends, and factors affecting executing on AI & machine learning in your organization.

1. Overview of existing AI & machine learning themes and its application on FP&A.

2. AI & Machine learning readiness for adoption in your finance organization.

Speaker(s):
Standard: $49.00

Communicating Finance to Non-Finance Leaders

Preview Available

Communicating Finance to Non-Finance Leaders


Identification: FPA1707

Many times the business owners, while well-versed in their own specialties, may not understand complex financial metrics, controls and concepts. Learn strategies to better influence and collaborate with non-financial business leaders.

1. Learn strategies to effectively communicate financial and internal control concepts to non-financial leaders.

2. Learn how to leverage financial data visualizations to influence decision-making


Speaker(s):
  • Clinton Satyavelu, DBA, MBA, Director, Enterprise Risk Services, Kohl's Department Stores
Standard: $49.00

How the ERM Process Helps Guide the Overall Strategy Setting Process for an Organization

Preview Available

How the ERM Process Helps Guide the Overall Strategy Setting Process for an Organization


Identification: FPA1708

Implementing a sound and robust ERM process is critical for every company to preserve shareholder value and corporate assets. Effective risk management and assessments of effectiveness should be implemented in the normal course of operations to help highlight opportunities as well as preparedness for risk. How does a company go about implementing an ERM process? What level of collaboration is needed to ensure effective risk assessment throughout the organization? This session will discuss these items in addition to common advantages and pitfalls of ERM in the strategic planning/budgeting process.

Learning Objectives:
  • Provide an understanding of ERM and how to embed it within an organization for effective strategy and budgeting exercises.
  • Increase awareness of types of risk functions to increase collaboration within an organization
  • Highlight common benefits and pitfalls of implementing an ERM process


Speaker(s):
Standard: $49.00

Blueprint for Continuous Accounting

Preview Available

Blueprint for Continuous Accounting


Identification: FPA1709

Every company and every department are constantly expected to do more with less and run leaner while becoming more effective. This is especially true for Accounting and Finance, who are now required to deliver not only periodic financial data and reports but also real-time analysis and intelligence. Finance leaders can realize the benefits of real-time insights for Continuous Accounting and how this will help your departments run more efficiently.

Speaker(s):
Standard: $49.00

PowerPivot: Excel’s Hidden Feature Will Change Your Life and Career

Preview Available

PowerPivot: Excel’s Hidden Feature Will Change Your Life and Career


Identification: FPA1711

Microsoft has quietly been turbocharging Excel by integrating industrial-strength Business Intelligence and Reporting engines into it - capabilities that are 100% built for YOU, and that you start revolutionizing your career (and improving your LIFE) on your very first day using them. Take your first step in this session.

Learning Objectives Include:

  • Gain awareness of Microsoft's massive investments in this space - capabilities ideal for the FP&A pro... but poorly marketed.
  • Understand the roles and utility of Power Pivot and Power Query - the two "engines" at the heart of this.
  • Watch as the presenter walks through common FP&A workflows, witnessing the dramatic efficiency and intelligence gains.

Speaker(s):
Standard: $49.00
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