AGENDA | SPEAKERS | REGISTER | ACCOMODATIONS 2008 BPM Summit

Robert Kaplan,
Strategy for Measurable Benefits

Robert S. KaplanBaker Foundation Professor, Harvard Business School
Robert S. Kaplan is Baker Foundation Professor at the Harvard Business School. Kaplan joined the HBS faculty in 1984 after spending 16 years on the faculty of the business school at Carnegie-Mellon University, where he served as Dean from 1977 to 1983. Kaplan received a B.S. and M.S. in Electrical Engineering from M.I.T., and a Ph.D. in Operations Research from Cornell University. He has received honorary doctorates from the University of Stuttgart and University of Lodz. He has authored or co-authored 14 books, 17 Harvard Business Review articles, and more than 120 other papers.

Christa Davies ,
Optimizing Finance for Better Capital Management

Christa DaviesExecutive Vice President & CFO , Aon Corporation
Christa Davies joined Aon Corporation as Executive Vice President, Global Finance in November of 2007 and was appointed Chief Financial Officer in March 2008. Davies joins Aon from Microsoft, where she was Chief Financial Officer of the Platform and Services Division, the largest and most profitable Microsoft business Division, with annual revenue in FY2007 of $28.6 billion and operating income of $14.8 billion.

Craig Schiff,
BPM at Risk: How to Increase Your Odds of Success

Craig SchiffPresident and CEO of BPM Partners
As a founding member of IMRS/Hyperion Software (now Hyperion Solutions) Craig Schiff helped create and define the space, known first as analytic applications, then Business Intelligence, and now BPM. Schiff spent 16 years at Hyperion and as its Senior Vice President ran the 500 person Products and Services Group. Most recently he co-founded OutlookSoft. While at OutlookSoft he was President and CEO and oversaw the delivery of the first unified, web-based Business Performance Management solution.

Steve Player ,
Two Pathways to Dramatically Improve Your Planning and Control Processes

Steve Player

Founder of The Player Group Consulting, LLC Program Director for the Beyond Budgeting Round Table of North America

Steve Player has over 25 years experience implementing performance management, strategic planning and process improvements. He is the founder and managing director of The Player Group, a Dallas, TX -- based business consulting firm, and founder of the Activity-Based Management Advanced Implementation Group. As program director for the BBRT, Steve has assisted leading edge corporations, such as Southwest Airlines, Unilever, Park Nicollet Health Services and Wachovia move to a more continuous planning process and optimize performance through the Beyond Budgeting principles.

As an author, Steve has written for many of the major finance and accounting publications including CFO Magazine, the Journal of Cost Management, Controller magazine, the Journal of Accountancy, and he currently serves as a monthly finance transformation columnist for Business Finance magazine for which he interviews CFOs from leading organizations on innovations in planning processes and finance transformation.

Dr. John Sviokla ,
Commoditized Technology and Commoditized Results

Dr. John SvioklaVice Chairman of Diamond Technology & Management Consultants
Dr. John J. Sviokla is vice chairman of Diamond (Nasdaq: DTPI), and serves on the firm's Board of Directors as Global Managing Director of Innovation and Research. For the past nineteen years, Dr. Sviokla has been pursing one simple question: How can executives create value with technology? He is a frequent speaker at executive forums and guest professor at institutions including Harvard, MIT, the London Business School, and Oxford.

Thomas Redman ,
How to Leverage and Deploy Data to Sharpen Your Company's Competitive Edge

Thomas RedmanAuthor of Data Driven: Profiting From Your Most Important Business Asset (Harvard Business Press , 2008) , President , Navesink Consulting Group
Known by many as the "Data Doc" Dr. Thomas Redman was the first to extend quality principles to data and information. Dr. Redman conceived the Data Quality Lab at AT&T Bell Laboratories in 1987 and led it until 1995. There he and his team developed the first methods for improving data quality and applied them to important business problems; saving AT&T tens of millions of dollars. Dr. Redman started Navesink Consulting Group in 1996 to help other organizations improve their data.

Paul Carroll ,
7 DANGER ZONES: Where Business Failure is Most Likely to Happen

Paul CarrollAuthor of Billion Dollar Lessons (Penguin Group USA, 2008)
Paul Carroll spent 17 years as a reporter and editor at the Wall Street Journal -- in New York, Chicago, Brussels, New York again, San Francisco, Mexico City, and San Francisco. The Journal nominated him twice for Pulitzer Prizes. Clark is the author of Big Blues: The Unmaking of IBM. The book sold 60,000 hardcovers in the U.S. and was translated into six languages. In 1996, Paul founded Context magazine, a strategy magazine for senior executives. Paul, also served as a partner with Diamond Management & Technology Consultants Inc.

Damon Beyer ,
Unlocking Finance Transformation Road Blocks

Damon BeyerPartner, Katzenbach Partners
Damon consults to senior managers on issues of business strategy, operations effectiveness, leadership and organizational performance. Prior to joining Katzenbach Partners, Damon was a Partner in the Texas Office of McKinsey & Company where he was a leader in the Operations and Energy Practices.

Anand Sanwal,
Increase Your Expenses to Drive Up Shareholder Returns and The Portfolio Management Game

Anand SanwalAuthor Optimizing Corporate Portfolio Management: Aligning Investment Proposals with Organizational Strategy Managing Director, Brilliont
Anand Sanwal is formerly the Vice President, Investment Optimization and Strategic Business Analysis, at American Express, where he was responsible for managing billions of dollars of per annum discretionary investment spent as part of American Express's CPM initiative. Sanwal also oversaw the CFO's strategy and analysis group. Sanwal is a recognized thought leader on corporate portfolio management, speaking frequently to companies and research organizations.

Jonathan Sherry
The Portfolio Management Game

Jonathan Sherry

Jonathan Sherry has over eight years of strategy , innovation and risk management consulting experience in the Financial Services and Energy industries. Prior to Brilliont, he worked for American Express in their Strategic Business Analysis group, where he managed and implemented numerous strategic initiatives for the CFO. Most prominently, Jonathan designed and built the innovation management process for American Express's $50MM Chairman's Innovation Fund -- a success that rendered the company Fortune's Most Admired for Innovation in Banking & Credit Cards, 2008. In addition, he led an analytical study on the effectiveness of serial acquisitions to support transactional efforts in corporate development.

Earlier in his career, Jonathan worked at Deloitte Consulting and Towers Perrin where he spearheaded key business and risk management assignments for a number of global banks and energy companies. Notable assignments include an organizational risk assessment for the largest bank in Israel, as well as a potential future exposure analysis for a $300 million commodities portfolio.

Jonathan holds an MBA from Columbia Business School, where he focused in Finance and Decision Analysis, as well as a BS in Electrical Engineering from the University of Pennsylvania. You can follow Jonathan's blog , Above C-Level, at http://brilliont.com/blogs/above-c-level and he can be reached at jsherry@brilliont.com.

Joey Fitts ,
How to Drive Business Performance

Joey FittsCo-author of the best-selling book, Drive Business Performance: Enabling a Culture of Intelligent Execution

Joey Fitts is co-author of the best-selling book, Drive Business Performance: Enabling a Culture of Intelligent Execution. A frequent keynote speaker, Fitts is recognized as a leading authority on Business Intelligence, Performance Management, and Strategy Execution.

Drs. Kaplan & Norton, of Balanced Scorecard fame, praise Fitts for moving "the field of performance management forward in important new directions."

Fitts has consulted over 25 of the Fortune 500, guest lectured Harvard Executive Education programs, been featured in the Stanford Executive Briefings, raised over $16M in venture capital, and served on the Board of Advisors for InterVivos and the Computer Technology Industry Association (CompTIA). He currently works on Microsoft’s Global Business Intelligence strategy.

Virgil Colby,
Gearing Up for IFRS

PMP, Program Manager, The Celestica IFRS Transition Project

Virgil Colby is a graduate from the Ivey School of Business and a designated Project Management Professional (PMP) who specializes in projects that impact finance organizations. He has worked for Celestica (NY:CLS) and Tim Hortons (NY:THI) over the past nine years in operational, regional and corporate finance roles. His project management repertoire includes the architecture and implementation of ERP, consolidation, treasury and tax system systems. He has also managed projects that focused on training, financial reporting quality improvement and automation. Virgil is currently responsible for the program management of the Celestica transition from Canadian GAAP to IFRS by January 1, 2011.

Jack Alexander,
Performance Dashboards for Value Creation: Measuring and Driving What’s Important

President, Value Advisory Group

Jack Alexander is a former CFO turned consultant, author and business professor. He is the CEO of Jack Alexander and Associates LLC (formerly Value Advisory Group), a consulting and executive education firm with a focus on driving performance and shareholder value. Prior to founding the consulting practice, Jack held a number of senior financial and operational management positions at EG&G Inc., a global $2.5B technology and services Company. He served as the Company’s Chief Financial Officer and as Vice President and Corporate Controller.

Jack is a Senior Lecturer at Babson College, where he has taught managerial finance and advanced finance electives in the MBA program, including valuation, strategic investments and M&A. He is presently active in the College’s School of Executive Education where he has developed and delivered courses in finance and performance management. Alexander is a frequent speaker on shareholder value and business performance management. He is the author of Performance Dashboards and Analysis for Value Creation, published by Wiley in fall 2006.

Tom McCarthy,
Bridging the Gap Between Financial and Operational Planning To Transform Performance Management

Carpio Solutions, Director of CPM Strategies

Tom is the Director for CPM Strategies for Carpio and a 13-year veteran of the performance management market. Prior to joining Carpio, Tom was an enterprise performance management specialist for SAP, Business Objects, and IPS-Sendero (a Fiserv Company). Tom also spent 6 years with the FDIC as financial examiner and 2 years as Vice President and profitability analyst with a $33B bank. Tom has a comprehensive knowledge base of the market, the products, and the best practices associated with helping clients implement and deliver performance management solutions.

Dean Sorensen,
The Ten Day Plan: Rethinking Planning, Budgeting, Forecasting And Target Setting

Leader, Finance Transformation Practice, Column 5 Consulting

Dean Sorensen leads the Finance Transformation practice of Column 5 consulting. He helps organizations leverage BPM, as well as other approaches and technologies, to bring about fundamental change to both management processes and finance functions. Dean is a Chartered Accountant (in Canada) and has over 25 years of experience with KPMG, AT Kearney and Accenture. He writes and speaks frequently about management process integration. His latest article [called “The Ten Day Plan”] is the basis for this presentation.

Forrest W. Breyfogle III,
Why Go Beyond Lean Six Sigma and the Balanced Scorecard?

Forrest W. BreyfogleASQ Fellow CEO and President, Smarter Solutions, Inc.
Forrest Breyfogle is a Professional Engineer and ASQ Fellow who founded Smarter Solutions in 1992. As a management thought leader and innovator, he is completing a four-volume set of books that provides radical management advancements in the utilization and integration of scorecards, strategic planning, and process improvement. The first book, The Integrated Enterprise Excellence System: An Enhanced, Unified Approach to Balanced Scorecards, Strategic Planning, and Business Improvement, introduces new perspectives on what to measure and report; when and how to report it; how to interpret the results; and how to use the results to establish goals, prioritize work efforts, and continuously enhance organizational focus and success. The system helps organizations improve their bottom-line and competitiveness through the integration of analytics with innovation. Mr. Breyfogle received the prestigious Crosby Medal from the American Society for Quality in 2004 for an earlier book, Implementing Six Sigma (second edition). He serves on the Board of Advisors for the University of Texas Center for Performing Excellence.