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Transforming Finance in the Digital Age

May 2, 2019 @ 12:00 pm - 2:00 pm

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ABOUT

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DETAILS

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RSVP

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SPONSOR

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ABOUT THE PROGRAM
Transforming Finance in the Digital Age is an exclusive two-hour lunch event featuring an expert panel and an open room discussion that will take place in a private room at a 4 star restaurant. Our invitation-only group of 30 senior finance leaders from various industries will convene with three simple goals in mind:

  • To learn actionable insights and strategies
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  • To walk away with valuable new connections from our unique networking opportunity
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  • to enjoy a fine lunch with like-minded executives

ATTENDEE EXPERIENCE VIDEO
Please click the video below to view 40-second clip that demonstrates the attendee experience:

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ABOUT THE CONTENT

Planning and forecasting can no longer be treated as tiresome annual administrative processes. Leading organizations are accelerating decision making with connected planning. Used as a strategic roadmap for interdependent stakeholders and objectives, successful planning fuels growth, optimizes resources, anticipates market trends, and enhances bottom-line profits. Our industry panel will discuss lessons learned, experiences and recommendations in an informal fashion without recordings, press, or social media hampering our exchange of knowledge.

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DISCUSSION TOPICS
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  • Understanding the seismic shift to digital: data, software, and services from traditional: physical, paper money, building and people[push h=10]
  • Improving the accuracy of earnings projections with planning and forecasting to ensure they can be easily audited[push h=10]
  • Transforming the finance process by connecting people, plans, and data across finance—and even across your organization—to let you make the right decisions quickly
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  • Why most valuable businesses are all about connectivity based on a digital model that connects those who want things with those who have them
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  • How leading CFOs are embracing agile planning using flexible data models
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  • Why scenario planning is required for enhanced insights and why current forecasting process and tools cannot properly support business goals
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FEATURED PHOTOS FROM THIS EVENT

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MODERATOR
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Simon Tucker
Chief Planning Officer
Anaplan

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PANELISTS
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Mark Garfield
VP, Chief Accounting Officer and Corporate Controller
Adobe

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Azra Jabeen
CFO Global IT
Hewlett Packard Enterprise

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Judy Kopa
Divisional Chief Financial Officer
Cisco Systems

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Peter Ornowski
Corporate Controller
Lam Research

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If you have received an invitation and would like to RSVP, or if you would like additional information and to be considered for participation, please email Stephanie Pereira Lima at stephanie.p.lima@bdionline.com. While there is no cost to participate, we require registrants to show up and actively contribute to the conversation.
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DATE
Thursday, May 2, 2019

TIME
12:00 PM – 2:00 PM PST

LOCATION
The Sea by Alexander’s Steakhouse
4269 El Camino Real Palo Alto, CA 94306

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ATTENDEE PROFILE
30 senior Finance leaders from large enterprises

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EVENT AGENDA:

12:00 PM – 12:30 PM Reception, Meet & Greet
12:30 PM – 12:40 PM Welcome Remarks and Lunch Begins
12:40 PM – 1:45 PM Panel Discussion and Q&A with Attendees
1:45 PM – 2:00 PM Interactive Roundtable Discussion

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SPONSOR[push h=5]

 

Anaplan (NYSE: PLAN) is pioneering the category of Connected Planning. Our platform, powered by our proprietary Hyperblock technology, purpose-built for Connected Planning, enables dynamic, collaborative, and intelligent planning. Large global enterprises use our solution to connect people, data, and plans to enable real-time planning and decision-making in rapidly changing business environments to give our customers a competitive advantage. Based in San Francisco, we have over 20 offices globally, 175 partners, and more than 1,000 customers worldwide. Visit www.anaplan.com to learn more.

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ORGANIZER
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Business Development Institute (BDI) is an award-winning event marketing agency specializing in producing invitation-only, thought leadership driven, custom events on the most impactful topics. BDI’s programs create an interactive peer learning experience while providing a rare networking opportunity for like-minded leaders over a fine lunch.

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Details

Date:
May 2, 2019
Time:
12:00 pm - 2:00 pm

Organizer

Business Development Institute
Phone:
(212) 765-8045

Venue

The Sea by Alexander’s Steakhouse
4269 El Camino Real
Palo Alto, CA 94306 United States
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