Business Planning & Analytics: Learning & Growing to Live Future Ready

When:  Oct 17, 2019 from 12:00 PM to 04:30 PM (CT)
Associated with  Dallas Fort Worth Area Chapter
The Dallas Fort Worth Area IMA Chapter will meet Thursday, October 17th at the DoubleTree by Hilton Dallas Near the Galleria, 4099 Valley View Lane, Dallas
  • 12:00 PM Registration/Lunch/Announcements
  • 12:45 PM Why Budgeting Processes Fail…And How Your Company Can Use Forecasting and Other Techniques to Become Future Ready by Steve Player (Program Director, Live Future Ready)
    • Want to Know Even More About Live Future Ready - If so, you may also want to consider attending the Live Future Ready Fall Learning Lab, November 18 – 20 in Addison.  The theme is Data Visualization and /Impactful Reports.  For more information, go to https://www.eventleaf.com/lfrfalllearninglab
  • 01:35 PM Break
  • 01:45 PM Using Analytics to Drive Higher Returns by Jim Rushton (Author and Co-Founder of Armeta Analytics)
  • 02:35 PM Break
  • 02:45 PM Growing through Mergers and Acquisitions by Adrien Dubourg, CMA, CPA (Operational Transaction Services - Manager, EY)
  • 03:35 PM Break
  • 03:40 PM Panel Discussion with Steve Player, Jim Rushton, and Adrien Dubourg
  • 04:30 PM Adjournment

Four (4) CPE hours for both CMAs and CPAs are provided. Attendees must sign in and out and be present for the presentation in order to receive CPE credit. CPE certificates will be sent in an email to those who have met the requirements.

Dallas Fort Worth Area IMA is a registered CPE sponsor with the Texas State Board of Public Accountancy (TSBPA). This registration does not constitute an endorsement by the board as to the quality of our CPE program.

Registration by 12:00 Noon, Monday, October 14th

  • Cancellation, please e-mail reservations@dallasima.com as soon possible.  Refunds will not be made for cancellations made after 12:00 noon on Monday, October 14th.   If you do not cancel prior to the deadline, you will not receive a refund for the event.  You may alternatively send someone in your place by notifying reservations@dallasima.com. 

Cost - Dinner Meeting

  • $75 members with reservations and payment by 12:00 Noon, October 14th, and $90 for registration after the deadline and/or payment at the door
  • $90 guests with reservations and payment made by 12:00 Noon, October 14th, and $105 for registration after the deadline and/or payment at the door
  • $40 students with reservations and payment made by 12:00 Noon, October 14th, and $50 for registration after the deadline and/or payment at the door
  • Payment - Cash or check only at the door or in advance by credit card 

Information


Why Budgeting Processes Fail…And How Your Company Can Use Forecasting and Other Techniques to Become Future Ready by Steve Player (Program Director, Live Future Ready)

Based on his recent CFO article “Breaking the Budget”, Steve Player explores the common objectives management team try to achieve in using traditional budgeting processes and probes the inherent design flaws that cause them to lead to frustration, waste and inefficiency. Steve then explains how companies are using advanced approaches like driver-based rolling forecasts, relative measures, and dynamic action plans to create agile companies that can succeed in the 21st century.

Prerequisites: None


This program will consist of a presentation, requiring no advance preparation.

About the Speaker:

Speaker_StevePlayer.jpg
Steve Player serves as the North America Program Director for the Beyond Budgeting Round Table (BBRT) and works with BBRT member companies to implement continuous planning processes. He has over 30 years of experience with improving performance management and implementing strategic planning processes. He is also the Managing Director of Beyond EPS Advisors, a Business consulting firm, and founder of ABM SMART.

He is the co-author of Future Ready: How to Master Business Forecasting and Beyond Performance Management as well as five other books. He writes the “Finance Transformation” column for Business Finance Magazine featuring CFO interviews from leading organizations on innovative finance and planning processes.


Using Analytics to Drive Higher Returns by Jim Rushton (Author and Co-Founder of Armeta Analytics)

It is easier to make better decisions when you have the right information to do so. But with the explosion of available data, developing the right analytics takes much more than just gathering information. Drawing from his soon to be released book Guaranteed Analytics, Jim Rushton examines the explosion of analytic data and provides a process for making sure that your analytics projects always have a positive return on investment.

Prerequisites: None


This program will consist of a presentation, requiring no advance preparation.

About the Speaker:

Speaker_JimRuston.png

Jim Rushton began his career in analytics working with some of the biggest consulting companies in the world, including Accenture, Deloitte Consulting, and IBM Global Services. Jim then moved to an executive position with Verizon, where he oversaw the company’s customer and marketing information; where he managed a team of 65 professionals and over 100 support staff along with a $42mm annual budget to manage and optimize 100% of all campaign management and direct marketing activities (over 250 million contacts annually) across both residential (over 150 million households) and business-to-business (11.5 million businesses), resulting in lowered cost per gross add, increased revenue and decreased churn. New systems and processes drove upwards of $600 million in net new incremental sales annually.  He then took his learnings from Verizon and help found Armeta Analytics, a boutique analytics firm that has assisted companies such as Neiman Marcus, QuikTrip, TXU Energy and AMEX monetize their data for game changing results.

In his spare time, Jim likes to spend time outdoors collecting rocks for a hand-built stone chapel, eating Texas’ famous smoked brisket, and watching the sunset.

 
Growing through Mergers and Acquisitions by Adrien Dubourg, CMA, CPA (Operational Transaction Services - Manager, EY)


Being Future Ready sometimes requires being prepared for other changes which often include merges and acquisitions. Using real-life examples of complex transactions, Adrien Dubourg will highlight the challenges around planning and execution of these types of deals including the impacts on employees, systems and financial reporting. He will also show you how you can reduce risks and increase value creation.

Prerequisites: None

This program will consist of a presentation, requiring no advance preparation.

About the Speaker: 

Adrien_Dubourg.jpg
Adrien Dubourg is a CMA and CPA in the State of Texas.

Adrien has over 6 years of experience in management consulting serving large complex and international engagements in the area of finance/FP&A transformation, system implementation (Oracle Hyperion, SAP), functional support, organizational design, governance, reporting & analytics / digital.  Prior to joining EY, Adrien worked for over 10 years in the pharmaceuticals/life sciences and financial services industry, leading various Finance leadership roles in Europe and North America. Responsibilities included enterprise performance management, corporate finance, reporting and consolidation, project management, strategy and business development interacting directly with C-level Executives.

He has 2 young boys and is from France. He enjoys indoor and outdoor cycling, yoga, golf and travelling. He's very competitive and likes mentoring younger people to be successful. His mantra: it's all about the skills and intellectual curiosity not the title and money.


Panel Discussion with Steve Player, Jim Rushton, and Adrien Dubourg

This is your chance to clarify your understanding of what it will take to get your organization to become Future Ready.

Prerequisites: None

This program will consist of a discussion, requiring no advance preparation.


Location

DoubleTree by Hilton Dallas Near the Galleria
4099 Valley View Lane
Dallas, TX 75244