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Adaptive Live 17 Day 1

Welcome. Here you will find below the Adaptive Live 2017 session presentations held on Wednesday, May 31. Most were made available for viewing. They are in Alpha order by Title. Please feel free to use the search bar above to filter by keyword, topic or speaker.

Session Description Presenters
Adaptive Live 2017 – Day 1 Session Schedule Overview of the Adaptive Live 2017 session presentations for May 31. Please use this as guide to find sessions. n/a
Advanced Formulas: The New World Recent enhancements to Adaptive Insights’ formula language provide new levels of power and flexibility. This session will dive deep into the new “this.object” terms, the new approach to time references, and the new SWITCH function. We’ll also discuss best practices for writing effective, self-documenting formulas that allow you to plan and adapt without compromise. A basic knowledge of Adaptive Insights formulas is a prerequisite for this session, as it will get detailed and technical. Mark Thompson, Adaptive Insights
Bessemer Venture Partners: Cloud Trends and Benchmarks for Success In this session, Byron Deeter, investor at Bessemer Venture Partners and co-author of the 10 Laws of Cloud Computing, the BVP Cloud Index, and the State of the Cloud Report, will share his perspective on the state of the cloud computing industry. He’ll also discuss the key rules of thumb for growth, burn, and customer acquisition costs (CAC) that all SaaS companies should be using to benchmark their performance.

For more visit: www.bvp.com/cloud

Tom Peff, Adaptive Insights
Byron Deeter, Bessemer Ventures
Consolidating with Adaptive Insights   In addition to our industry-leading planning solution, Adaptive Insights also offers a powerful product for financial consolidation: Adaptive Consolidation. In this session, Adaptive Consolidation product manager Gary Kantz will offer an overview of the powerful features in Adaptive Consolidation as well as a preview of future features. You’ll learn how to accelerate your monthly close process with rule-based inter-company eliminations, simple journal entry management, partial ownership consolidation, and more. You’ll also see how you can combine Adaptive Consolidation with Adaptive Planning to view and report on your consolidated budget—as well as actuals—with just one click! Gary Kantz, Adaptive Insights
Dashboarding in the Adaptive Suite: The New Discovery User Interface Join us for a deep-dive session into dashboarding capabilities within the Adaptive Suite, with a particular focus on the new Adaptive Discovery user interface. We’ll explore features that allow you to rapidly incorporate planning data and KPIs into intuitive dashboards and deliver visual insights to management and business stakeholders. Mythili Gopalakrishnan, Adaptive Insights
Tom Peff, Adaptive Insights
 
Don’t Settle for Static: How Active Planning Drives Enterprise-Wide Performance Management Join us for an exciting panel discussion on the value of active planning . Our panelists  will share how they’re evolving their planning function to be more collaborative, comprehensive, and continuous. You’ll learn how these customers are using Adaptive Insights to drive performance management across the entire enterprise.

Kerman Lau, Adaptive Insights
Dr. Narayana Swamy, The Doe Run Company
Gary Cokins, Analytics-Based Performance Management, LLC

Enhance Your Analysis and Reporting With Automated Data Integration By incorporating cross-functional data into your financial models, you can greatly enhance your planning processes. Join us to learn to accelerate month-end and period reporting, reduce risk, and deliver more near-real-time visibility for your business by automating the process of importing and integrating actuals from your GL and source systems. Tom Peff, Adaptive Insights
Expand Planning Beyond Finance This session will introduce ways to encourage collaboration across your organization by extending your Adaptive Insights implementation to include functional planning for HR, production, utilization, and revenue. Learn how you can expand functionality, drive adoption, and better manage your business. Doug Lucy, Adaptive Insights
Michael Lapierre, First West Credit Union
 
Get Deeper Visibility Into Your Profits With Adaptive Insights Dimensions and Attributes Many organizations struggle with how to provide deeper visibility into margins by customer, product, region, or other factors. Join this session to learn how best-in-class companies use dimensions and attributes in Adaptive Insights to get more visibility into gross margins and profitability. Lisa Torbin-Shaw, Adaptive Insights
Amanda NG, Creation Technologies LP
Getting Ready for Your Adaptive Suite Implementation Your Adaptive Insights model should reflect your organization from a planning perspective while leveraging Adaptive Insights’ power to slice and dice data and provide intuitive insights into your business. Join us to hear best practices for preparing for your Adaptive Insights implementation. You’ll learn how to translate your organizational structure, charts of accounts, and reporting requirements into an Adaptive Insights configuration that will support your planning and reporting needs—now and in the future. Keith Anglin, Adaptive Insights
Stacy Tow, Adaptive Insight
Getting Ready for Your Next Budget Cycle, Part 1 and 2 Part 1
Learn how to prepare your Adaptive Insights model for an upcoming budget or forecast cycle. Review your users, update your structure and training materials, and see how the Process Tracker can help streamline the process for your budget owners.
Part 2
Your Adaptive Insights model should reflect your organization from a planning perspective while leveraging Adaptive Insights’ power to slice and dice data and provide intuitive insights into your business. Join us to hear best practices for preparing for your Adaptive Insights implementation. You’ll learn how to translate your organizational structure, charts of accounts, and reporting requirements into an Adaptive Insights configuration that will support your planning and reporting needs—now and in the future.
Derek Nelson, Adaptive Insights
Industry Insights: Active Planning Best Practices for Healthcare In this interactive panel discussion, you’ll learn how other healthcare providers use the Adaptive Suite to increase cross-functional engagement  while gaining greater visibility into costs and margins. Hear other Adaptive Insights customers describe how they’ve put timely information and analytics in the hands of their non-financial colleagues to involve them in the planning process. This is a great opportunity to network with your peers and get insights into how they’ve adopted an active planning process.

Parag Kshirsager, Adaptive Insights
Alejandro Retamal, MedHealth Group
Alisa Davern, Silverado Senior Living Holdings, Inc.

 

Industry Insights: Active Planning Best Practices for Manufacturing Companies Hear a panel of manufacturers describe how they’ve adopted an active planning process that goes beyond basic budgeting. They’ll describe how they integrate data from financial and operational systems to create capital expenditure and operational expenditure budgets, demand and inventory plans, labor and expense budgets, and sales forecasts. This is a great opportunity to network with your peers, ask questions, and gain insights into best practices.

Maneesh Chhabra, Adaptive Insights 
Tony Wright, Adaptive Insights
Dr. Narayana Swamy, The Doe Run Company
Mark Powers, Polaris

Industry Insights: Active Planning Best Practices for Nonprofit Organizations In this interactive panel discussion, learn how nonprofits effectively align demand for their services with funding, while achieving clear visibility into their expenses.  This is a great opportunity to network with your peers and gain  insights into how they’ve adopted an active planning process. You’ll also have the opportunity to ask questions and learn about best practices. Sean Rollings, Adaptive Insights
Joseph Desalvio, Association of Financial Professionals
Laurie Jo Dwarhuis, Hope Network
Stacy Robson, SF Museum of Modern Art
 
Industry Insights: Active Planning Models for Software Companies In this session, we’ll take a deep dive into best-practice models and processes for active planning in SaaS or other subscription businesses. We’ll look at real models for topline forecasting and how they can work together to create accurate short- and long-term forecasts. We’ll also examine best-practice models for sales and revenue planning. Finally, we’ll show how SaaS companies can easily manage their financial and operating KPIs while giving the management team visibility into them.

Connie DeWitt, Adaptive Insights
Han Kim, CallidusCloud
Russ Nichols, Titan
Tom McKee, TuneIn

Industry Insights: KPIs and Benchmarking for Software Businesses Join us for a discussion of best practices for using benchmarks from other SaaS businesses in your active planning process. We’ll show you how critical SaaS metrics and operational ratios change as a company advances through different stages of growth. We’ll cover key metrics such as sales and marketing spend, customer lifetime value (CLV), customer acquisition cost (CAC), churn, and renewal rates, and discuss how these benchmarks are used in planning and forecasting. Tom Peff, Adaptive Insights
Lauren Kelley, OPEXEngine
Move Beyond the Numbers: A View into a Board Meeting In this session , Jim Johnson, CFO of Adaptive Insights and a member of our board of directors, will discuss what makes a board presentation effective and what board members want to hear from the office of finance.

Jim Johnson, Adaptive Insights
Kerman Lau, Adaptive Insights
Mark Templeton, Citrix Systems, Inc.
Sergio Monsalve, Norwest Venture Partners
 

 

Setting Your Course: Using Scenario-Based Planning to Drive Strategic Decisions and Make Your Targets The future’s uncertain, and forecasts can be inaccurate. In this session, we’ll explore how a scenario-based approach to planning allows you to test alternative scenarios and determine which ones will help you achieve specific financial and operational targets. You’ll learn how other customers use Adaptive Insights to be more proactive, anticipate changes earlier, and make course corrections more rapidly and efficiently. Greg Volpe, Adaptive Insights
Sarah Renaud, BlueCross BlueShield
So You Inherited an Adaptive Suite Model Welcome to Adaptive Insights! If you’ve inherited an existing Adaptive Insights model and are wondering where to start, this session is for you. We’ll cover the structural elements of an Adaptive Insights model and how they shape users’ access to data and reports. We’ll also explore the impact of changes and the tools in the application that facilitate model exploration. Marlon Sims, Adaptive Insights
Visualizing KPIs With Adaptive Discovery Learn how visualizing financial and operational KPIs can help you focus executives and business stakeholders on the right KPIs and metrics that drive revenue, costs, and profitability. We’ll also explore how customers use Adaptive Discovery to drive engagement and foster faster decision-making.

Elizabeth Plum, Adaptive Insights
Richard Robinson, Sioux Steel Company
Russ Nichols, Titan

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