Financial Forecasting & Planning Summit

Bridging Financial Control, Technology, Strategy and Performance

10th & 11th April, 2014Hilton London Kensington

Speakers

Speakers• Director, Group Finance, Vodafone• Director, Finance, Costa Coffee • Director, Finance, Tesco• Director, FP&A, Marks & Spencer• Director, Finance, Unilever • Head of FP&A, Alliance Healthcare• Director, Finance, M&C Saatchi• Director, Group Finance, GL Hearn• CFO, Caterham• Director, Finance, Ado Group

• Senior Director, Finance, GSK• Head of FP&A, Bupa• Director, FP&A, Intercontinental Hotels Group• Finance Manager, Thomson Airways• Group Head, FP&A, Study Group• CFO, British Marine Plc• Group Finance Controller, Skyscanner• Head of FP&A, The British Land Company• Director, Finance, Cerner Corporation• CFO, Thomas Cooper

Past Delegates include• Chief Financial Officer - Philips

• Controller - Intel

• VP, FP&A - BP

• Sr. Director, Finance - Bank of America

• VP, Finance - Bayer

• SVP, Retail - Nike

Who Will You Meet?There is no question that IE. provides the gold standard events in the industry and will connect you with decision makers within finance. You will be meeting senior level executives from major corporations and innovative small to medium size companies.

Job Title Of Attendees

President/Principal

SVP/VP

C-Level

Snr. Director/Director

Global Head/ Head

Snr. Manager/Manager

Academic (1%)

78%

1000+ Employees300-999 Employees50-299 EmployeesLess than 49 Employees

Company Size Of Attendees

8%

11%

25%56% 81%Attendees are

companies with at least 300

employees

3%

21%

12%

42%

13%

8%

Attendees are at Director level or above

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The Financial Forecasting & Planning Innovation Summit brings together FP&A leaders for a thought leading summit that builds on four years of industry expertise and experience.

Finance Executives in 2014 who are looking to develop a systematic approach to link strategic plans, budgets, and forecasts can't afford to miss this summit. Learn how to utilize forward looking metrics such as consumer demand, commodity prices and foreign exchange fluctuations to

allocate resources effectively across your organization and project growth.

For today’s finance teams, it is key to move beyond a conventional accounting role and to become an effective business partner.

Speakers at this summit will demonstrate how they have used their corporate knowledge to manage risk, inform pricing and contribute to corporate strategy.

About The Summit

Speakers

Carl RogbergDirector, FinanceTesco

Financial Planning for Success in a Global Environment

“Leveraging your scale globally to win locally”

Having a great operating model is a fantastic opportunity when expanding globally – but it is imperative not to ignore local consideration.   The FP&A function can be of significant value in helping the organisation getting the balance right.   This presentation will aim at identifying which parameters should be considered on a global basis and which should be considered on a local basis.

Carl started his career at Tesco as International Finance Director for Asia from 2006 to 2010. In June 2010 Carl was expatriated to Thailand as Finance Director of Tesco Lotus and promoted within the role. Prior to joining Tesco in 2006, Carl worked at Kraft in various roles between 1992 and 2000, ending up as European Finance Director for the Away From Home business, based in the UK. He was the founder and Chief Finance Officer of MINT (nowadays Easypark) between 2000 and 2004. Since 2004, he worked as both Regional and Global Chief Financial Officer for Education First based in Hong Kong. 

Colin McLellanGroup Financial ControllerSkyscanner

Colin McLellan is Group Financial Controller of Skyscanner, the global travel search site.   A chartered accountant Colin had worked in professional practice, energy and global manufacturing sectors prior to taking up his current role in February 2013.  The growth of Skyscanner during the last 12 months has meant that Colin has had the opportunity to be involved in refinancing the business, employee option buy-backs, implementation of new employee global share schemes, acquisition of hotel metasearch business, implementing a new FMS and growing and developing the impact of the Finance team. 

The Interaction of Finance and Business Intelligence at Skyscanner

Finance and Business Intelligence as separate yet integrated teams in a fast moving data rich business.  Historically the Finance team would perform FP&A activities.   However, as a result of the vast amounts of data Skyscanner has there is a need for a separate BI team to carry out analysis of user traffic.   The risk to me of having a BI team involved in FP&A is that it could leave my team as a processing centre, risk them becoming demotivated and reduce the impact they can have as a strategic partner to the business.  This presentation will explain why Finance should retain ultimate ownership for FP&A and use the analysis that the BI team provides to help explain the financial analysis of past performance and, more importantly, inform forecasts and estimates of real time performance.

Niall O’SullivanDirector, Group FinanceVodafone

Ash Sharma is the Head of FP&A for Alliance Healthcare – the Pharmaceutical wholesale and International retail business of Alliance Boots, which covers £17.5 billion of revenue across 15 countries. Prior to this, Ash was Sr. Director, Finance for Travelport – a leading business services provider to the travel industry and before that Divisional Head of Finance at BT. Ash’s 17-year career in Finance includes the whole width of Finance function including, decision support, business intelligence, cost rationalisation, controllership and strategic planning.

FP&A Skills to Survive and Thrive

A successful FP&A function has two clear enablers – technology and people. Over the years, the available technology has been becoming widely available, faster and more cost effective. However, on the softer side – it is not the techniques, nor the processes that hold the key – it is the people.We as FP&A leaders are engaged in identifying and developing these key resources. This session aims to engender a discussion on what this FP&A being looks like – from fundamentals to more elusive traits. I will explore what is required to be a successful FP&A professional? What skills and qualities set an FP&A professional apart from a “glorified human calculator”? I will draw upon my experience to outline the human aspects of FP&A professionals – right from perspectives to politics and everything in between.

Ash SharmaHead of FP&AAlliance Boots

FP&A Innovation and Transformation at Vodafone

Vodafone has undertaken a massive business transformation programme over the last few years.  This programme, called EVO, has achieved many different goals; defined a common business model for HR, Supply Chain and Finance processes; brought these processes onto one single ERP platform; transitioned the majority of these processes to Shared Service Centres and enabled the centralisation of our global procurement.  More recently Vodafone has brought in innovation to the processes, bringing mobility to the fore and speeding up the way in which we financially plan and report.  We will share with you some of this innovation and our experiences of our journey.

Formerly CFO of Vodafone Ireland and Vodafone Portugal, Niall is now responsible for all aspects of Vodafone's Finance Operations across 20 operating companies. This includes over 2,000 employees including Shared Services centres in India and Hungary.

Michelle EischeidDirector, FinanceCerner Corporation

Michelle Eischeid began her career with Cerner Corporation in the US as an Accountant in 2005 and was localized to the UK in 2008.   She received her Masters in Finance with Distinction at London Business School in 2010 at which time she was promoted to Controller for the UK & Ireland region.  Within her current role as Finance Director for the European Client Financial Operations, Michelle manages the profitability for each of the European countries, is heavily engaged in driving sales and client negotiations, as well as the regional planning and forecasting processes.

 Being the Hub to Drive Results In a fast growing and socially important healthcare IT industry, it is critical that our company is placed to capture the opportunities and for Finance to influence the optimal path forward.   We are faced with a number of hurdles including limited resources and the need to grow top line without negatively impacting longer term goals for the sake of short term success.   Michelle will share the approach achieved to become a “Hub” to drive results through structure, empowering non-finance teams to be accountable, while also conquering barriers and leveraging the position as a European arm of a US based company.  

Claire DelicataDirector, FinanceCosta Coffee

Peter Brydges has been with British Land (BL) since 2008 and previously spent four years in audit and transaction services at KPMG.   Peter held various roles at BL before being appointed head of the newly established FP&A team in 2012. Peter led the team for two years and during this time drove significant improvements to management reporting facilitated through system improvement.Peter is now leading a special project to deliver implementation of new forecasting system to enable best in class financial planning for the group.   British Land is a FTSE 100 property company which invests in and develops high quality buildings in prime locations.

Right Tools For The Job – Utilising Efficient Systems To Make Time For Value Add

Over 70% of companies use spreadsheets as their primary tool for forecasts and budgeting.  Many of these companies are in a state of inefficiency and disruption caused by problems such as version control and formula errors. As a result; the time of smart people can be spent doing dumb things - fixing problems when they could be adding greater value to the business.In this talk I will look at some of the issues we faced in preparing financial plans and how to build a case for change. -   What should the aims / ambitions of such a change project be?-   How can you create the right environment to ensure the change happens and ambitions are realised?

Peter BrydgesHead of FP&ABritish Land

Planning For Growth - Know Your Market, Know Your Business, Know Your People

How do you plan for growth?   Claire is going to talk about identifying growth markets using market sizing data and techniques, understanding and managing the growth of your business using driver based and top down rolling forecasts, and how to recruit the best planning and forecasting candidates by using a tool that is predictive of performance in the role.   Claire will draw examples from the industries she has worked in as well as other industries to show that these planning and forecasting ideas can be used by any company.

Claire Delicata has held a number of senior   FP&A roles, most recently as Finance Director, Enterprises and FP&A at Costa Coffee.A dynamic senior finance professional with a consistent track record of developing and implementing changes resulting in significant bottom-line benefits.Claire is Finance Director for the Enterprises division (Costa Coffee's business to business and large corporate contracts unit), covering Costa Express, corporate partnerships and production.

Sherif El-FahamDirector, FinanceUnilever

In his current capacity Sherif is business partnering the Chief Marketing Office including Global SVPs for Marketing, Media, Consumer Insights, Communicat ion and Sustainability for Unilever based in London. Sherif has 12 years of progressive Finance experiences with Unilever on top of 3 years in commercial banking. Prior to his current role, Sherif spent 3 years in Global FP&A in London (2010 -2013), 2 years as Group Controller for North East Africa and Levant business (2008 – 2010) and he spent the 5 years before that in various Finance roles in Unilever’s North East Africa and Levant business.

Strategic Framework to Cost Management Overall business environment is becoming much more challenging every day with currency volatility and political instability are becoming the norms in today’s world. Competition intensity is increasing and pressure on costs is rising to generate the fuel for growth. It is clear that what it takes to win in today’s’ environment is very different from what it takes to win in the past. Organizations need to be more agile in the way they manage costs and more sharper in their choices and resources allocation. As such it is critical to develop cost management frameworks that deliver the required cost efficiencies and at the same time reflects their strategic choices. 

Luke GrahamSenior Manager, FinanceMarks & Spencer

Chris has over ten years’ experience in the film industry, holding positions as Finance Director and Managing Director in independent film businesses, and having worked in corporate finance at UK Film Council and Capitol Films. He studied Philosophy Politics & Economics, and is a committee member of the ICAEW’s Entertainment & Media Group.

Financial Planning in the Film Industry

This presentation will cover a number of related topics, including:·   Forecasting in the international film sales and distribution business·  Lessons from and for the film industry·   Great movie disasters and golden hits of the business, 1980 – 2014

Chris HainsworthDirector, FinanceAV Pictures

Business Partnering in a Globalised World

Join Luke as he journeys from China to the USA addressing the challenges of building and managing finance teams in both corporate and start-up environments. If you manage teams across multiple territories, are an international business partner or are considering your first international assignment then this is the session for you.Session Topics:1.  Influencing international partners2.  Data > Assumptions3.   Find your holodeck: Managing yourself and team far from home.

Luke returned to the UK to take up the role of Senior Finance Manager with Marks and Spencer at the end of last year, following an 18 month stint in the US as Head of FP&A for ToughMudder. Luke spent 5 years prior to this in the role of FP&A Manager for Tesco, working across China, Thailand and London. 

Chris WinterFinancial Planning ControllerHJ Heinz

Chris Winter is currently the Europe Zone Lead for Zero Based Budgeting (ZBB) and Capex at Heinz, the well-known food manufacturer of Beans, Soups and Tomato Ketchup.Heinz was recently taken over by 3G Capital and Berkshire Hathaway and Chris has been charged with bringing ZBB into Heinz Europe. Chris has worked at Heinz for 13 years and has held roles in FP&A, Financial Reporting, Demand Planning and Commercial Finance.Prior to working at Heinz Chris Worked at British Airways for 3 years implementing a European Shared Service Centre.

Strategic Framework to Cost Management Zero Based Budgeting (ZBB) is more than just a cost cutting exercise. In its purest form it is about introducing a culture of ownership across the organisation where individuals are asked act and think like owners of the company – treating every dollar as if it were their own3G Capital have successfully implemented ZBB in a variety of different companies and have increased margins to such a level that they outstrip their peers by a considerable distance. In this presentation you will be taken through the concepts of ZBB, how to engage you organisation to successfully implement ZBB and some of the mistakes to avoid.

The Information

Silver Pass

£1095Access to all sessions &

networking event

£895Early Bird Price(before Jan 31)

Diamond Pass

£1495Access to all sessions, networking events, annual subscription to IE.

membership & Strategic Analysis Report

£1295Early Bird Price(before Jan 31)

Gold Pass

£1295to all sessions, networking events &

annual subscription to IE. membership

£1095Early Bird Price(before Jan 31)

Registration Pricing

Financial Forecasting & Planning Innovation SummitDate: 10th & 11th April, 2014Location: LondonVenue: The Hilton London Kensington Hotel

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For larger groups or special requests contact Zain Yasin by calling +44 20 7193 0569 or email zyasin@theiegroup.com * Team discounts are applicable at the point of registration only.

Ways to Register+44 20 7193 0569 +1 323 446 7673

Group Discount Offers3 Silver Passes: £2250 (£750 per attendee)5 Silver Passes: £3500 (£700 per attendee)3 Gold Passes: £2850 (£950 per attendee)5 Gold Passes: £4500 (£900 per attendee)3 Diamond Passes: £3450 (£1150 per attendee)5 Diamond Passes: £5500 (£1100 per attendee)

One day passes are available - Contact Zain for more information.

Click here to register

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2. Pass Types...Early Bird Pass Options until 31st January, 2014

Early Bird Silver: £895 Attendees ____ Early Bird Gold: £1095 Attendees ____ Early Bird Diamond: £1295 Attendees ____

Regular Pass Options after 31st January, 2014 Silver Pass: £1095 Attendees ____ Gold Pass: £1295 Attendees ____ Diamond Pass: £1495 Attendees ____

Group Discount Pass Options 3 Silver Passes £2250 (£750 per attendee) 5 Silver Passes £3500 (£700 per attendee) 3 Gold Passes £2850 (£950 per attendee) 5 Gold Passes £4500 (£900 per attendee) 3 Diamond Passes £3450 (£1150 per attendee) 5 Diamond Passes £5500 (£1100 per attendee)

For larger groups or special requests contact Zain Yasin by calling +44 207 193 0569 or email zyasin@theiegroup.comGroup passes only available when all participants register together.

Pass Descriptions:Silver Pass: Access to all sessions & networking eventsGold Pass: Access to all sessions, networking events & annual subscription to IE. membershipDiamond Pass: Access to all sessions, networking events, annual subscription to IE. membership & Strategic Analysis Report

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Prices are exclusive of VAT. Places are transferable without any charge to another Summit occurring within 12 months of the original purchase. Team discounts are applicable at the point of registration only. Any cancellations within a group registration will in turn incur an increase in registration fee for the remaining group participants. Cancellations before 31rd March 2014 incur an administrative charge of 50%. If you cancel your registration after 3rd March 2014 you will be charged the full fee. You must notify The Innovation Enterprise in writing of a cancellation, or you will be charged the full fee. The Innovation Enterprise reserve the right to make changes to the program without notice. NB: FULL PAYMENT MUST BE RECEIVED BEFORE THE EVENT.

Registration FormFP&A Innovation Summit10th & 11th April, 2014 | London, UK | Hilton London KensingtonFor registration or more information on the program, please call Zain on +44 20 7193 0569, or fax this registration form to +1 (323) 446 7673

3. Payment Options...One day passes are available - Contact Zain for more information.

Sponsors

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