FP&A 

Increasing Financial Intelligence: How To Create Time For Strategic Analysis  

As the remit of the modern office of the CFO has broadened to encompass both guide and governance responsibilities, this has required spending less time on traditional (often manual) reporting, planning and closing processes, and more time on analysis to uncover and share strategic insights and drive the business forward. Increasing the level of financial intelligence in this way is characteristic of how best in class finance teams operate. Underpinning all of this is the need for data. Financial data is growing in volume and complexity, and is increasingly spread across a range of point solutions, where it isn’t connected and so loses context. While business intelligence tools may address this need for many departments, finance is an exception. Finance is different. Financial data is different. So, finance needs different tools. Join us for this session, to explore this in more detail and to discover:
- The reporting challenges facing finance
- Why traditional tools don’t help organisations reach a higher level of financial intelligence
- 4 considerations when choosing reporting technology for finance 

John Brooks,

Director, Joint Ventures

insightsoftware 

FP&A 

Elimination Of Inter-company Markup From Profitability Reporting In A Simple & Cost-effective Way 

Report true product costs just at the point of 3rd party sale after factoring in all true external costs but no inter-company profits. Report true product profitability excluding any inter-company profits (itemised) for key business decisions making. Ascertain the impact of profit on inventory accurately, which is quite a task in period ends, especially for group reporting. 

Sourav Auddy, 

Director, Supply Chain Finance

Devro

FP&A

From PDFs to Self-serve Analytics 

Do you have an array of spreadsheets to produce standard reporting?  Are you struggling to be agile enough to change underlying processes to meet the business demands for insight?  Finding that your current spreadsheets are lacking integrity due to the volume of data and calculations?  Over the last 3 years Carnival UK’s Finance MI function have migrated from a static spreadsheet based reporting environment to enabling 300 users in 5 countries with Self Service Reporting and Analytics capability, allowing end users to see and understand their data faster, with greater governance and integrity, and if a way that works for them.This presentation will give an overview the delivery of the programme, demonstrate the benefits realised, and offer insight into the key learnings for anyone else considering implementing a BI and analytics tool.

Gary Collins,

Director, Reporting

Carnival UK

FP&A + Transformation 

Your Journey With Change Management 

Optimisation projects on both a large and small scale not only impact your processes and technology, but also your team. A project management plan transforms your technologies and processes, but an integrated change management plan supports your teams through the transformation. Change management is a structured and intentional plan to support people through change as part of a transformation journey. We will discuss how to integrate a change management methodology into your project plan in order to prepare and support individuals through the changes to their jobs, as well as to ensure that employees adopt, use, and optimise the change being introduced.
Josh Lewis,  

Solutions Consultant

BlackLine

Transformation + Leadership 

How To Lead A Successful Career Transition 
With senior executives changing roles every 18 months on average, many high achieving leaders end up damaging their career progression after failing to meet expectation in their new assignment. Unfortunately, too many organizations don't have structured transition programs to support their leaders during such critical period. In this presentation, I will share practical strategies and tips that will help participants be successful in their new roles from day one. 

Maxime Yao, 

CFO, UK

Otis Elevator

Workshop - Make The F In FP&A Stand For Flexibility. FP&A processes need to be flexible. They need to deliver strategic plans over extended time horizons, detailed annual budgets leveraging multiple budgeting approaches as well as accurate and timely forecasting cycles, driving all the necessary reporting and insight. These processes are generally complex due to multiple, dissimilar divisions operating in different industries and different geographies, whilst contending with localised complexity. So how do finance harmonise FP&A for diverse groups ensuring governance, control and visibility across all FP&A cycles? Whilst also providing disparate business units the flexibility to meet their diverse FP&A requirements with all the modern FP&A utilities, reporting & analysis? Find out in this workshop session.

Alex Stevens, 

Consultant 

Tagetik

Workshop - Elevate Your Board Level Reporting. Are you stuck with dull static PDF board packs that go on page, after page, after page? How much time do directors waste trying to find the key information they need ahead of a board meeting? If you are ready to bring your board pack into the 21st century, join us for this session to discover how you can transform, dull static tables of numbers into rich, interactive storyboards, with guided analysis and commentary, making it easy for you to tell your financial story and to help board members hone in on key areas and get the answers they need. Join us for this presentation and demonstration to discover:
- How to visualize financial data & metrics the way C-level executives want to see it
- How to tell a story with your numbers and guide board members through a narrative
- Examples of common reports and dashboards from our best practice library

Alex Verlaan,

Team Lead 

insightsoftware