Budgeting to Strategic Influence

Multi phase revamp of our planning system and processes.

Phase I – Automate and consolidate the planning for multiple businesses: created an integrated, collaborative and automated forecasting tool, integrating multiple businesses and locations.

Phase II – Integrated and distributed planning: Updated to include the entire World wide P&L, make it web-based and distributed use,...

The Future of FP&A

- Understanding the cost drivers and how to manage your planning decisions accordingly

- The motivation to move towards a driver based approach

- Find out how to implement a driver based forecasting approach

- Learn from a real life case of how this works

Absorbing Complexity to Drive Business Productivity and Results

This topic is an important consideration for Finance at HD. The idea is that the Finance team works to simplify financial management for business operators. The result is that the business operators can (i) spend more time running the business and (ii) achieve better financial results. Examples at HD include: simplifying the P&L for stores to represent only truly controlable line items; using standard costs for planning / actual resu...

Budgeting and Analytic Challenges

As a vertically integrated, global provider of world class sunglasses, apparel, footwear, and accessories, Oakley has become synonymous with technically sophisticated product lines that offer cutting-edge designs. Join us in this session as Ryan Kaneshiro, Director of Business Analytics and Financial Planning, discusses the inherit budgeting, forecasting and analytic challenges faced in this dynamic organization. Models covering retail, sto...

Planning for Black Swans

In his groundbreaking book The Black Swan, Nassim Taleb describes the elements of Black Swans, those highly improbable events (such as the financial crisis of 2008) that cause massive negative and positive consequences. In this fast moving and thoughtful presentation, Rand Heer kicks off a new dialog within the planning community by translating Taleb’s theories into best practices for how finance, sales and operations staffs should th...

FP&A: Discover the Differences

All companies have the same goals when it comes to planning. It’s all about having visibility to make better resource allocation decisions. The differences arise in the number of constituent groups in large companies and the resources available at smaller companies – these factors affect execution and complexity.

Roles also vary from the specialist to the generalist. In a larger corporation a head of FP&A may focus o...