Agenda

The 2018 Summit agenda will be released in November 2017. In the meantime, feel free to view a .pdf version of the 2017 agenda in grid format with detailed abstracts!

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2017 EPM Summit Agenda

Day 1
Tuesday, February 21
Day 2
Wednesday, February 22
Day 3
Thursday, February 23
Day 4
Friday, February 24
8:00 am-9:00 am

Breakfast

SAP BPC Logic Principles – Workshop

[PLEASE BE SURE TO BRING YOUR OWN LAPTOP FOR THIS HANDS-ON SESSION]  A key component that unlocks the power of an EPM solution is the calculations or business rules. Given the myriad options in how to deploy SAP BPC logic, it is essential customers acquire an excellent understanding of how which logic type will affect performance and configuration options, and what good practice logic development looks like. This full day of hands-on exercises will help you become familiar with logic syntax of increasing difficulty.    
Mike Sullivan

EPM Add-in Reporting – Workshop

[PLEASE BE SURE TO BRING YOUR OWN LAPTOP FOR THIS HANDS-ON SESSION] User perception of how effective an EPM solution is largely depends on how the user interface works. This full day hands-on workshop will focus on the skills you need to develop more polished and dynamic interfaces for reporting and input templates. This session includes instructor led exercises on our servers.
Jessica Christophersen

Analysis for Office (AO) – Workshop

[PLEASE BE SURE TO BRING YOUR OWN LAPTOP FOR THIS HANDS-ON SESSION] Have you heard? The EPM Add-in and Analysis for Office are merging to form one SAP Excel Plug-in. Many BPC users are familiar with the robust and powerful features/benefits of using the EPM Add-in. Analysis for Office (AO) is a business intelligence (BI) and multi-dimensional data analysis tool that makes it easy to filter and manipulate data, identify trends and outliers right within Excel. AO allows you to share and present findings in live PowerPoint presentations with a direct connection to your various data sources – BPC, BW, HANA and other sources. Today, AO is the Plug-in that is used for BPC Embedded (strongly recommended) and BPC Optimized for S/4HANA Finance (required) implementations. Soon, you will have the best of both worlds as SAP combines Features and Functions from both tools into one Excel Plug-in. Join us for a full day hands-on workshop to explore the latest features, tips and tricks with the current version of SAP BusinessObjects Analysis for Microsoft Office. We will also provide an update on the convergence roadmap and discuss the best options based on several use cases.
Adam Hess

EPM Blueprinting/Value Mapping – Workshop

A critical component of EPM success is having a plan to achieve success. This all new, interactive workshop takes one customers’ environment and maps out their end to end EPM processes to reveal hidden value. Attend this session and perhaps your company and business model will be selected to map out. Working together, end to end business processes will be mapped, non-value added time identified, and sources of analytical value will be highlighted. This process will be mapped to a conceptual EPM solution. This session will change the way you view EPM in profound ways.
David Den Boer
David Den Boer

BPC Performance Tuning (Microsoft v10.1) – Workshop

BPC Users report that despite all the features they love, the one item for improvement at the top of the list is performance improvements. Unfortunately, the art of tuning BPC to be both stable and fast is known to relatively few. Column5’s experts reveal key aspects on how to improve your experience in this intensive day long workshop. Recommended for technical personnel. This session focuses on the Microsoft technology stack: IIS, Windows, SQL Server and more. Laptops will be provided for this session.
Charles Dagaev

BPC Performance Tuning (NetWeaver/HANA v10.1) – Workshop

[PLEASE BRING YOUR OWN LAPTOP FOR THIS HANDS-ON SESSION] BPC Users report that despite all the features they love, the one item for improvement at the top of the list is performance improvements. Unfortunately, the art of tuning BPC to be both stable and fast is known to relatively few. Column5’s experts reveal key aspects on how to improve your experience in this intensive day long workshop. Recommended for technical personnel. This session is strictly for those with the SAP NW or HANA technology stack.
Vishal Goradia
8:00 am-8:50 am

Breakfast

EPM Dashboard and Visualization Options

This session will focus on Dashboard options within BPC and also several Visualization options from SAP that are designed to supplement BPC for Advanced Analytics, including SAP Roambi, SAP Lumira, SAP Design Studio and SAP BusinessObjects Cloud.
Adam Hess
Ty Jessup

EPM Program vs. Project Mindset

Many EPM Clients approach their implementation as a project vs one segment of a program. Project and program can be used interchangeably, but they are not the same meaning, and the significance between the two in an EPM context can make all the difference for your organization’s EPM outcomes. The next task is to identify the proper roles and functions to use/administer, improve, and support the EPM environment so the solution is returning increasing value over time. We go through an easy to follow “Program Life Cycle” and all the tasks and roles along the way to ensure peak performance, increasing user satisfaction, and ultimately increasing value returned to the business.
Connie Folk

BPC Performance Issues Roundtable

“I wish BPC was faster”…if you have ever heard this from your users, or if you are wondering if your performance metrics are in line with what other organizations experience, this session is for you. Share ideas in this popular information exchange with peers, and technical experts from Column5 and SAP. In years past, customers come away with a sense of “what’s normal” and a list of suggestions on how to improve your EPM performance.
Charles Dagaev
Mike Sullivan
David Den Boer
David Den Boer

BPC Validation Strategies

Everyone knows by now that BPC can automate data movement processes (or you should!). But did you know that BPC can eliminate non value added time in your strategy, operation and finance process cycles. Time spent calling cost center owners to make recommended adjustments is one example of a wasted time. A more effective solution would be one that doesn’t let users submit erroneous data the first time. BPC and BFC both support validation capabilities in this area.
Jessica Christophersen

What is Darwin EPM and How Can It Help My Organization?

Darwin EPM is a cutting edge solution built on the SAP EPM platform. Darwin promises to implement in less time, at a much higher quality level…well beyond the typical custom development project. Attend this session to see the tool, understand how it is positioned and evaluate whether these prebuilt modules (for HCM, OpEx, CapEx, etc.) and advanced business case would be valuable for your organization.
Frank Ruff
Ty Jessup

Flex’s Journey with BPC for Global Planning, Consolidations and Reporting

About Flex Flex International Ltd. (Flex.com) is a leading sketch-to-scale™ solutions company that designs and builds intelligent products for a connected world. With approximately 200,000 dedicated innovators across 30 countries and a promise to help the world Live smarter™, the company provides innovative design, engineering, manufacturing, real-time supply chain insight and logistics services to companies of all sizes in various industries and end-markets. Description of BPC Flex has been using BPC for over 10 years to help manage their global planning, consolidations and reporting requirements in a variety of business functions. Hear from Rajnish Gupta, Flex’s Director of IT Finance about their journey with BPC, and lessons learned as they have expanded their use of BPC to support over 2,000 users worldwide across multiple business segments and run Flex’s financials.
Rajnish Gupta
11:50 am-1:00 am

Lunch

Custom Menus vs Business Process Flows (BPF)

Business Process Flows are another often misunderstood feature in BPC that handles basic workflow tasks. Learn the ins and outs of BPFs and get acquainted with a flexible alternative: Custom Menus.
Ty Jessup

BPC Troubleshooting & Performance Logging

When things go wrong with BPC, it can feel like there is a “ghost in the machine” if you don’t know where to begin to look. Did you know that BPC has many logs located throughout the solution that will help you pinpoint the source of your challenges? This is true…but only if you know where to look. Attend this session to engage with Column5’s world class team to help expose the inner workings of this powerful solution.
Charles Dagaev

SAP BPC 10.1 Embedded & the Impact on Your EPM Roadmap

We articulate for Executives the impact of SAP BPC 10.1 Embedded, the latest version of BPC fully integrated with the HANA and S/4HANA Finance evolution of the SAP Platform. Based on involvement with one of the largest embedded implementations in EMEA we will reflect on how embedded will impact your EPM roadmap, what are upgrade options, what are the key benefits and what are the challenges of adopting the embedded version?
Surya Tamada
David JH Jones

SAP EPM Roadmap

SAP will walk through the latest on the EPM portfolio, including BPC, BFC, BusinessObjects Cloud, and other capable solutions. What enhancements are planned in the near term? What information do you need to know about where the vision is going? This session is the official word direct from the software vendor.
Chris Clay
Gavin Du

Advanced Consolidation Topics

Basic consolidations are readily supported by BPC with various common designs, accelerators for GAAP and IFRS, and even newly available Darwin modules that support a range of functions. This session deals with advanced functionality that may be a requirement for more complex and sophisticated consolidation processes.
Frank Ruff
Mike Sullivan

Latest Patch Reviews: Microsoft

SAP BPC Microsoft has numerous patches available. This session walks through the most recent available patches, and key considerations both with the patch and the proper way to deploy patches for best results.
Charles Dagaev

Formatting in EPM Add-in

Using the EPM Add-in for reporting? You may have experienced struggles with formatting options. Actually, it can be a snap if you know how to configure some key aspects of the reporting interface.
Jessica Christophersen

EPM Cloud Configurations

Its everywhere you look…there can be no doubt that the cloud is the hottest topic in technology. Some solutions in EPM are cloud only, others (like BPC) support a wide variety of deployment strategies – including cloud deployment. This session walks through popular alternatives and key considerations when evaluating deployment options.
Charles Dagaev

Transforming Finance for the Digital Economy

A digital finance organization is all about cycle time, real-time reactions to events, and constant innovation.  Learn how digital CFOs need to stay attuned to new technology to help them change their business.  Learn from other customers on how technology can help finance organizations completely reinvent how they work in the digital era.  This session will provide you an overview of SAP’s next generation finance platform – SAP S/4HANA Finance and will highlight key specific value scenarios that can help your finance function re-imagine work processes while achieving instant insight.
Massimo Ciotola

Latest Patch Reviews: NetWeaver/HANA

BPC NetWeaver & HANA has numerous patches available. This session walks through the most recent available patches, and key considerations both with the patch and the proper way to deploy patches for best results.
Charles Dagaev

EPM User Satisfaction Roundtable

EPM products can be very powerful. Yet many users fall into the predictable traps with suboptimal performance, challenging designs, dirty data, and hard to use interfaces. Join this session to have an open dialog with customers about what lessons have been learned to build user satisfaction.
Vishal Goradia
Frank Ruff
Mike Sullivan
Connie Folk

NBCUniversal’s Journey with BPC – from Infancy to Adolescence and Beyond

This session will focus on NBCUniversal’s implementation and expansion of its BPC footprint.  Hear how BPC has optimized planning and analysis and become an integral part of the financial close.  Also, hear about lessons learned along the way from BPC v5.1 Microsoft through to BPC v10.1 on HANA.
Richard Winter
5:30 pm-7:30 pm

Networking Reception

8:00 am-9:00 am

Breakfast

Microsoft Office Reporting (Word & PowerPoint) with BPC

Most BPC customers know the Excel interface very well, but did you know BPC can also report in PowerPoint and Word? Attend this session to learn how to configure this capability with the EPM Add-in for both Word & PowerPoint and also Analysis for Office with PowerPoint.
Adam Hess
Ty Jessup

Principles of Advanced EPM

EPM is one of the most valuable processes for every organization. Column5 advocates each company should strive to continuously improve their capabilities in this critical area. That all sounds good, but what is the destination? What does advanced EPM look like? What kind of value would be driven by a better EPM solution? Attend this session to find out.
David Den Boer
David Den Boer

AIG Leverages the Darwin HCM Module to Improve Labor Planning & Forecasting

AIG is one of the world’s largest insurance firms, with over 60,000 employees located in over 100 countries worldwide. AIG has been expanding their use of SAP BPC to help standardize planning, forecasting and reporting across the organization. In 2016, AIG worked with Column5 to evaluate and then implement the Darwin HCM module to automate and improve the labor planning process. Learn how AIG is currently using the HCM Darwin module on SAP BPC 10.1 NetWeaver/HANA, the initial benefits they’ve gained, and continued plans to roll out globally.
Steve Sussman
Frank Ruff

Varian Medical Systems Partners with Column5 to Help Implement Award Winning SAP BPC Solution

Join Varian Medical Systems as they discuss their decision to implement Global Cost Center Planning using SAP Business Planning and Consolidation (BPC NetWeaver on HANA) with Column5 as a partner. Learn how best practices were used to help them win an internal CFO award. Varian will explain the challenges and their successes achieved to date along with their EPM roadmap.

EPM Roadmap Roundtable

Platform migrations to the latest technology, adding functional modules, upgrades…It could be said that the one constant in EPM is change. This round table will be a candid discussion of what peers have developed for a roadmap, what has been successfully implemented – what works and what could be improved – and how the value of their future deployments is positioned in their organization.
Chris Clay
Massimo Ciotola
David JH Jones
David Den Boer
David Den Boer

High Performance Caluclations with Darwin EPM

Darwin EPM has a special module at its core: the Darwin Calculation Engine – or DarCE. This session explains how this solution delivers superior performance with a consistent interface. See the type of syntax supported by this powerful component and learn how this module can be the bedrock of value for your EPM solution.
Frank Ruff

EPM Environment Maintenance & Technical System Administrator Best Practices

For years BPC has been marketed and sold as a business user managed solution. This approach comes into conflict with two other trends: expanding sophistication in the design calls for the rigor and process standards associated with IT department management. The second trend is many servers are simply not supported to the same standards of other IT managed assets. This second trend of neglecting proper server care and feeding is easily remedied if you follow the key recommendations of this session. One of the most valuable team members of an effective EPM support team is the Technical System Administrator. This person would be called when experiencing performance challenges, to help manage disaster recovery, backup and restore, platform maintenance and migration tasks…a wide variety of skills and knowledge. This resource doesn’t grow on trees, so often the right person must be developed. Attend this session to get an appreciation for what skills & knowledge this person needs…and where to get it.
Charles Dagaev

EPM In Global Organizations

Large, global organizations have special challenges when pursuing EPM process maturity. For example: disparate users in regions around the world have language, process, policy and regulatory differences in how they approach EPM. Attend this session to have a discussion about the most common challenges and approaches to overcome these issues.
David JH Jones

SAP BusinessObjects Cloud & Digital Boardroom

Join SAP and Column5 in this session to walk through some of the hottest new technology in the entire SAP portfolio. The exciting Digital Boardroom, and powerful new BusinessObjects Cloud solutions are two examples of the next generation of SAP’s Analytics solutions.
Chris Clay
Ty Jessup
11:50 am-1:00 am

Lunch

Analysis for Office (AO)

The EPM Add-in and Analysis for Office are merging to form one SAP Excel Plug-in. Analysis for Office (AO) is a business intelligence (BI) and multi-dimensional data analysis tool that makes it easy to filter and manipulate data, identify trends and outliers right within Excel.  AO allows you to share and present findings in live PowerPoint presentations with a direct connection to your various data sources – BPC, BW, HANA and other sources.  Join this session for a glimpse of how this interface works!
Adam Hess

SAP BusinessObjects Predictive Analytics

Predictive Analytics is another solution that is gaining momentum as an add on technology to take your analytics capability to a more sophisticated level. Join SAP and Column5 to do this walk through on this solution’s capabilities.
Chris Clay
Ty Jessup

SAP Information Sources

EPM can be a very powerful solution – if you have the knowledge and blueprint on how to implement this solution properly. We are told by customers often that information is hard to find. This session reviews information sources that are online and available to you. Knowing where to look is half the battle!
Charles Dagaev

How New Balance Athletics Continues to Leverage BPC to Meet their Evolving Financial & Management Reporting Needs

New Balance Athletics has been using SAP BPC since 2010. Join Todd Paulauskas, New Balance’s Financial Information Systems Manager, to hear the reasons why BPC was originally selected, how they have been using BPC to manage a variety of planning and reporting requirements, their recent upgrade to v10, and plans for continued expansion. Gain insights into lessons learned as New Balance has grown as an organization and needed to rethink how BPC would be utilized to support the increased complexity in their business.
Todd Paulauskas

Close Cycle Rankings 2016: Insights and Lessons Learned

Financial close performance has been identified as a leading indicator for EPM process efficiency and maturity. A below average close time can be a barrier to timely analysis of financial activity. The Close Cycle Rankings is an annual study by EPM International (EPMi) and Column5 that analyzes the external financial reporting timetables of the 1,000 largest companies in the world and compares them to geographic and industry peers. Join this session to engage in a discussion of the study insights and how customers can apply the findings to improve their close process.
David JH Jones

EPM Reporting Roundtable

Reports are the outward face of the EPM solution. Difficult to use reports convey a chaotic sense about the solution. On the other hand, elegant, clean and well-functioning interfaces connote a quality that encourages users to invest in their own BPC skills. Attend this session to understand peer insights as to what approaches to reporting were more effective than others
Jessica Christophersen
Frank Ruff
Mike Sullivan

BPC Drill Through Configuration

One of the most often requested knowledge is the ability to drill through to detail. Specifically, right click on a cell, execute a query and return many rows of transactions from the specified source that equate to the value in the cell. This feature can save time when researching variances, and requires relatively minimal set up to use right away. In addition to a simple use case, we will also give examples of more complex uses.
Mike Sullivan

EPM Nirvana

EPM is a mission critical technology. Implementing a solid technical foundation is a critical cornerstone of a successful project. The penalties of not having this proper foundation are well known…but less obvious is the “right way” to deploy this solution. This session walks through our ultimate deployment process for best results. We find that challenges can be readily linked to corners that have been cut.
Charles Dagaev

EPM Value Roundtable

Join this discussion to understand how other customers are applying EPM and deriving business value from this powerful solution. Come to listen, share, or ask questions.
Chris Clay
Massimo Ciotola
David JH Jones
David Den Boer
David Den Boer

EPM Administration Roundtable

EPM Administrators can make the difference between a solution that is well managed…or perceived to be out of control. Join us for a discussion about which skills, procedures and communication processes work better to ensure smooth operation for BPC users.
Frank Ruff
Charles Dagaev
Mike Sullivan

EPM Implementation Quality

EPM implementations have the potential to be of very high value. However, many projects often struggle to achieve their full potential. This session presents a framework to assess the quality of a given EPM project, and how reassessment may be done over time.
Connie Folk

Agile Forecasting in eBay

eBay’s implementation of BPC10.1 NetWeaver/HANA in 2014 helped streamline and increase the speed of their financial planning process as well as increase accountability among their financial analysts.  BPC also made these processes less painful and provided an integrated user experience and real-time reporting on forecasts. However, the road to achieving these benefits was not a completely smooth ride. Join this session to discuss the evolution of BPC at eBay, how BPC as a planning solution helped when the company split with PayPal, and the planned integration of eBay’s internal prediction solution within their forecasting process.
Parani Gandhi
8:00 am-9:00 am

Breakfast

Extending the Value of BPC with SAP BusinessObjects Cloud

SAP BusinessObjects Cloud is an exciting new solution in the SAP EPM portfolio. This solution includes several new features that address specific requirements customers are excited to see. A new design is emerging, a hybrid on premise/cloud deployment for EPM to meet a wide variety of users’ needs. Attend this session to see what opportunities exist to integrate these two powerful EPM solutions.
Ty Jessup

EPM Cultural Transformation

Many organizations buy a state of the art EPM solution with powerful capabilities. However, very few successfully leverage this technology to its fullest potential. Often, the barrier to achieving more advanced maturity is the “people” part of the people, process, technology continuum.
Connie Folk
David Den Boer
David Den Boer

How Nu Skin Improved the Health of their Financial Reporting and Planning through SAP BPC

Nu Skin Enterprises is a $2.0 billion plus direct selling company that markets premium quality personal care, nutrition, and technology products through a global network of approximately 1 million Actives and Sales Leaders worldwide. Nu Skin has been using SAP BPC NetWeaver for financial consolidations and reporting since 2014. Learn about Nu Skin’s BPC implementation and the key benefits they are receiving through the automation of financial reporting, intercompany accounting and internal controls. Also hear about their more recent upgrade to BPC v10.1 and expansion of BPC to address planning and forecasting requirements.
David Ogles

SAP Customer Satisfaction Roundtable

Customer satisfaction is a critical output for those who invest in SAP EPM solutions. In this session we will talk openly about challenges customers have been experiencing and work to find solutions to help improve the satisfaction level of SAP EPM customers.
Gavin Du
David Den Boer
David Den Boer

BPC & BFC Compared for Consolidations

BPC supports consolidations for a wide variety of scenarios. BFC is arguably the most sophisticated consolidation solution available on the market. Attend this session to get a detailed comparison of the two solutions. Key learnings include when BPC or BFC might be a more effective solution, as well as inspiration on how you may take your consolidation capability to the next level.
David JH Jones
Mike Sullivan

Help Desk Strategies for EPM

EPM users can be a finicky lot. Serving them with proper help desk strategies can promote improved customer satisfaction throughout an EPM program. Learn how Column5 has set up our knowledge base, help desk, ticketing system, and troubleshooting procedures. You can emulate our successful approach to increase your user’s experience…or contract with us to leverage our established platform.
Charles Dagaev

EPM Business Case Components

EPM is becoming a mission critical function for most organizations. While tools have been purchased, some EPM customers feel it is difficult to draw a straight line between technology and process value. Attend this session to learn how to set yourself up for success during the blueprint of your project to map your technology solution to value potential.
David Den Boer
David Den Boer

EPMi Benchmark Survey Results

EPM International (EPMi) & Column5 have collaborated on an important study that seeks to quantify a comparative benchmark for EPM process maturity for global organizations. Find out what the key findings were of the most recent study, and how your organization may benefit from applying those insights.
David JH Jones

Upgrade Concerns Roundtable

Upgrade projects range from “smooth” to “quite disruptive”. If you are considering an upgrade or want to learn how other companies have executed upgrades to mitigate risk and maximize the value of an updated solution…this roundtable session is for you.
Charles Dagaev
Mike Sullivan
11:50 am-1:00 pm

Lunch