Interactive Seminar: Best Practices in Financial Planning, Analysis & Reporting
September 18th, 2015 - The Waldorf Astoria Chicago

Location:
The Waldorf Astoria Chicago
11 East Walton
RIA Private Dining Room

Agenda:
10:00-12:00 Interactive Session, Panel Discussion,
Software Demonstration, Q&A
12:00-1:00 Lunch & Networking 

 

 

In this interactive seminar, you will gain insights from comprehensive industry research and hear first-hand how Mesirow Financial, Northwestern University and Wintrust Financial Corporation use analytics to plan more effectively and drive strategy decision making across the organization.

Join this seminar and learn:

  • The top performance management priorities and challenges with insights from a recent survey conducted with hundreds of financial professionals around the world.
  • Techniques for developing a more agile planning process including the use of rolling forecasts and scenario modeling for more accurate, risk-aware financial projections.
  • How an integrated performance management platform can produce more impactful performance reporting across the organization for improved decision making.
  • How Mesirow Financial, Northwestern University and Wintrust Financial Corporation have evolved their performance management processes via an interactive panel discussion.
  • How your organization stacks up on the performance management maturity curve via an interactive survey.

Through a combination of presentations from industry experts, real-world case studies and live software demonstrations, you will take away actionable techniques for how you can improve performance management in your organization.

You can earn 2.0 CPE credit hours for joining this seminar.

 

Speakers

Peri Pierone
President
Axiom EPM 

Erin Lavelle
Senior Vice President, Finance
Mesirow Financial 

Jim Hurley
Executive Vice President,
Budgeting and Planning
Northwestern University

Scott Ernsteen
SVP, Financial Systems and Data Management
Wintrust Financial  Corporation