Agenda

Event Agenda May 18 – May 21, 2015

The Future of Finance - that’s the conference theme for Host Analytics World 2015. At Host Analytics World 2015, you will gain insight from thought leaders in Finance and Technology. You will benefit from understanding how our customers are using Host Analytics to drive improved performance and stay agile and aligned in this economy. Join us as we share best practices and give you an opportunity to network with other users and Host Analytics executives, employees and partners.

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Time

Session

7:30am - 6:00pm

Registration and Conference Services

7:00am - 8:30am

Breakfast

9:00am - 9:15am

Welcome - Lance Walter, CMO, Host Analytics

9:15am - 10:30am

The Future of Finance - Dave Kellogg, CEO, Host Analytics read more

10:30am - 11:00am

AM Break

Breakout Sessions
11:00am - 11:45am	Get the Most from Host Analytics World - Andre Lafayette & Stefanie Maragna, Host Analytics read more Get the Most from Host Analytics World - Andre Lafayette & Stefanie Maragna, Host Analytics This is a must see for attendees that are 'new' to the conference or have recently started using Host Analytics. Come on a journey with us as we walk you through the products you are using or perhaps evaluating. Hear firsthand how to get the most value out of the conference and some of the favorite things you need to do while you are here. We will round out the session with a Q & A to get all your questions answered.	What's New in Host Analytics - Top New Features That You Should be Utilizing - Kevin Karle & Doug Haynie, Host Analytics World read more What's New in Host Analytics - Top New Features That You Should be Utilizing - Kevin Karle & Doug Haynie, Host Analytics World At the Host Analytics World in 2013 we all got excited about the robust roadmap for new features and functionality. Many of those features have been released and ready for you to utilize. Come learn how to turn this past 12 month's top 10 new product releases into benefits for your enterprise.	Getting the Most Out of Your Reporting - Substitution Variables - Mark Stavropoulos, Host Analytics & Andy Johnson, The Warranty Group read more Getting the Most Out of Your Reporting - Substitution Variables - Mark Stavropoulos, Host Analytics & Andy Johnson, The Warranty Group Learn how to create custom substitution variables and when to use certain types for your reporting needs. Learn firsthand best practice concepts around creating sub variables and hear customer success.	Automating Statement of Cash Flow with Host Analytics - Bill Rausch, BrightPoint Consulting & Greg Rasmussen, Selig Sealing Products read more Automating Statement of Cash Flow with Host Analytics - Bill Rausch, BrightPoint Consulting & Greg Rasmussen, Selig Sealing Products Learn how to make Roll-Forward Schedules, Foreign Currency Exchange Impact and Current Period Year-To-Date calculations a breeze using Host Analytics. See how to use the reporting dimensions for added currency functionality.

11:45am - 1:00pm

Birds-of-a-Feather Lunch and Partner Showcase Open

1:15pm - 2:00pm

Future Ready: How to Master Business Forecasting Steve Player, Noted Author and Program Director for the Beyond Budgeting Round Table (BBRT) North America read more

Breakout Sessions
2:15pm - 3:00pm	Host Analytics Modeling Cloud - Janette Kosior, Host Analytics read more Host Analytics Modeling Cloud - Janette Kosior, Host Analytics Come and learn about the recently launched, Host Analytics Modeling Cloud. Host Analytics Modeling Cloud is an engine that provides user interfaces and allows interactive query, analysis, advanced modeling, and Excel based reporting. Hear firsthand how beta customers are using the functionality to accelerate their business goals. *This session is repeated on Thursday.	Planning Cloud Hidden Gems - Rajesh Yennam & Ben Page, Host Analytics read more Planning Cloud Hidden Gems - Rajesh Yennam & Ben Page, Host Analytics Uncover these diamonds in the rough! These hidden and undiscovered features of Host Analytics Planning Cloud will streamline your planning process and make your life easier.	Become a Financial Reporting Super Star! - Holly Simpson, Host Analytics read more Become a Financial Reporting Super Star! - Holly Simpson, Host Analytics Providing visibility into past, current and future performance is key to any Finance team's leadership role. Learn how Host Analytics provides multiple tools to help understand and highlight numbers and provide key insights into budgets, plans, forecasts and actuals. Whether you are performing ad hoc analysis or preparing formal monthly formal report packages, Host Analytics can provide insight into your organization's performance and make Finance the hero!	An Introduction to Host Analytics Sales Planning - Pam Dunn, Host Analytics read more An Introduction to Host Analytics Sales Planning - Pam Dunn, Host Analytics Leverage the power of Host Analytics Sales Planning to drive automation and control in your company's sales forecasting process. See how this solution can reconnect the sales planning process to the financial forecast while improving the lives of your sales management and operation teams by getting them out of Excel.

3:00pm - 3:30pm

PM Break

Breakout Sessions
3:30pm - 4:15pm	Customer Insights into the Host Analytics Journey - Dale Hill, MarkLogic, Faith Nobile, Abbott Labs, Ryan Ratay, Zeltiq, Srikanth Nadukudy, Host Analytics read more Customer Insights into the Host Analytics Journey - Dale Hill, MarkLogic, Faith Nobile, Abbott Labs, Ryan Ratay, Zeltiq, Srikanth Nadukudy, Host Analytics Listen to a customer panel of your peers from various industries sharing their experiences in their Host Analytics journey. This is a great opportunity to network with your peers and gain insights on how they have driven value from their Host Analytics deployments. You’ll have the opportunity ask questions and learn about their best practices during this lively discussion.	Optimizing Marketing and Sales KPI Reporting with Sales Operational Planning - Jim Perry & Brian Chin, iCIMS read more Optimizing Marketing and Sales KPI Reporting with Sales Operational Planning - Jim Perry & Brian Chin, iCIMS Sales Planning empowers organizational stakeholders within Marketing, Sales, and Finance to systematize data collection from CRM systems and analyze KPIs in a secure reporting environment. iCIMS was the first Host Analytics customer to implement Sales Planning to fully automate Marketing demand generation reporting (PPC/PPL) as well as quota and commission planning from Salesforce.com. This session will focus on strategies to manage the people, processes, systems, and metrics associated with the implementation of Sales Planning and offer best-in-breed guidance on bolstering Finance's role in organizational planning and readiness.	Unleash the Power of Seeding for Planning - Ashok Chalasani & Craig Johnson, Host Analytics read more Unleash the Power of Seeding for Planning - Ashok Chalasani & Craig Johnson, Host Analytics One of our most powerful, misunderstood capabilities in the Host Analytics application is the ability to seed scenarios. This highly flexible functionality can help you make stronger budgets or forecasts. Learn best practices and the seeding capabilities to help unleash the power of seeding.	7 Keys to Making your Host Analytics Implementation a Success - Hudson Shelby and Jeannie Martinez, MorganFranklin Consulting read more 7 Keys to Making your Host Analytics Implementation a Success - Hudson Shelby and Jeannie Martinez, MorganFranklin Consulting Come learn the common pitfalls that can turn short-term projects into much larger endeavors. Through first-hand experience on numerous Host Analytics projects, MorganFranklin Consulting's team share the 7 critical success factors that will help to position your team for a successful implementation.

4:30pm - 5:15pm

Fireside Chat with Host Analytics Customers
Rahul Mather, VP of Finance & Investor Relations, Cypress Semiconductor
Patty Freeman, VP of Finance, EarthLink
Matt LaVay, VP of Finance, Ellie Mae
Mahesh Patel, CFO, Druva Software
John Gschwendtner, Director of Finance, AmeriPride Services, Inc.
Moderated by: Gary Hanna, EVP of Sales, Host Analytics read more

5:30pm - 7:00pm

Showcase Reception

Time

Session

7:00am - 6:00pm

Registration and Conference Services

7:00am - 8:00am

Breakfast

8:30am - 8:45am

Welcome Day 2 - Lance Walter, CMO, Host Analytics

8:45am - 9:30am

Scaling Excellence: The Role of the Leader - Bob Sutton, Award Winning Author and Professor of Stanford University read more

9:30am - 10:00am

AM Break

Breakout Sessions
10:00am - 10:45am	Take Control of Your Financial Reporting - Tim McKiel, EarthLink read more Take Control of Your Financial Reporting - Tim McKiel, EarthLink EarthLink went from a data mining tool and moved to a standard reporting process providing many benefits including control, consistency and alignment. Learn the tips and trips that moves companies away from many custom reports, and gets everyone on the same page.	Tips and Tricks with Dynamic Reporting - Kevin Karle, Host Analytics read more Tips and Tricks with Dynamic Reporting - Kevin Karle, Host Analytics Learn the shortcuts, functions and report options that will help streamline your reporting in Host Analytics. Everything from headers and footers to custom formula functions will enable you to move from a novice to a "power" user in no time.	Implementation Success - All you need to Know to Get it Right! - Keith Pekarek, The Warranty Group read more Implementation Success - All you need to Know to Get it Right! - Keith Pekarek, The Warranty Group You can do a super successful Host Analytics implementation in a short timeframe and have a system that is truly finance owned, if you have the correct resources. The Warranty Group will share their tips and tricks to a successful go-live and highlight how easy the system is to use, especially reporting and planning scenarios.	New Year ? New You: How to make your Host Structure a lean, mean, fighting machine - Jon Coppi, CFO Solutions read more New Year ? New You: How to make your Host Structure a lean, mean, fighting machine - Jon Coppi, CFO Solutions CFO Solutions’ clients have taken the power of report books to the next level! Learn how to streamline your hierarchy structure to enhance your reporting capability and see the power of structure roll-ups and how they can impact your dynamic reports. Enhance your Reporting Savvy with Substitution Variables and advanced rules. Make one report serve many purposes by improving report formatting, formula exceptions and use of pick lists.

Breakout Sessions
11:00am - 11:45am	Reap the Rewards of Workforce Planning - Rick Odom, Welch Allyn read more Reap the Rewards of Workforce Planning - Rick Odom, Welch Allyn When the question of workforce planning comes up, most people view the topic with apprehension and often are intimidated. The reality is that a company's workforce is often a significant driver of expenses and should be at the forefront of any forecast. At Welch Allyn, we have incorporated detailed workforce planning into our forecasts since we started using Host Analytics four years ago. We have kept it relatively simple but have reaped huge rewards.	Completing Your Month End Close in Host Analytics - Mike Leese, Host Analytics read more Completing Your Month End Close in Host Analytics - Mike Leese, Host Analytics Learn about the automation options that Host Analytics provides to quickly close your books each month including intercompany eliminations, top side entries, reporting disclosures and financial reports. We will then share easy steps to automate your month end close using these powerful tools.	Advanced Reporting Tips and Tricks - Tommy James & Sree Laxmi read more Advanced Reporting Tips and Tricks - Tommy James & Sree Laxmi Learn new ways to view and report on data in Host Analytics more efficiently. This session will focus on best practices that will help you be more efficient in report writing. *This session is repeated on Thursday.	Get Your Life Back - Streamline your Board Reporting Using Financial Package Publisher - Sherri Peck, Host Analytics read more Get Your Life Back - Streamline your Board Reporting Using Financial Package Publisher - Sherri Peck, Host Analytics Have you had a chance to dive into Financial Package Publisher (FPP)? Come learn how to start using this innovative tool to combine both internal and external content into quality reports, and presentations. See how to use this terrific tool for your department, executives, Board of Directors, Venture Capitalists, SEC filings or financial institutions.

11:45am - 12:45pm

Birds-of-a-Feather Lunch and Partner Showcase Open

1:00pm - 2:00pm

Host Analytics Product Roadmap – 2015 and Beyond!
Mark Bauer, VP of Product Management, Host Analytics, Bryan Dehmler-Buckley, Director, Product Management, Host Analytics & Lance Walter, CMO, Host Analytics read more

Breakout Sessions
2:15pm - 3:00pm	Completing the Circle: Drill Down to Original Documentation - Warren May, International Association of Fire Fighters read more Completing the Circle: Drill Down to Original Documentation - Warren May, International Association of Fire Fighters We all provide monthly/quarterly financial results that allows the end user to drill past the figure on the top-level statement into the transaction level detail behind. Even with this drill down capability, the finance department still gets inquiries as to what a specific figure represents. Wouldn't it be great to provide every piece of information needed at the click of a mouse? At the IAFF, we've integrated our document management system with Host Analytics providing a hyperlink to the detailed transaction and to the original document. We'll explore and demonstrate how this capability has further empowered our end users.	Get Your Nights and Weekends Back - Automate your Consolidation and Close Process - Sherri Peck, Host Analytics read more Get Your Nights and Weekends Back - Automate your Consolidation and Close Process - Sherri Peck, Host Analytics As the expectations for the timing of consolidated financial results are being compressed by senior management, shareholders, banks, or investors, how can you leverage Close Management Cloud to accelerate the typical consolidation process? Wouldn't it be great to not only accelerate the close, but have confidence in its accuracy without all the manual reconciliation and validation processes most Close Managers perform? Learn how to handle disparate data formats, foreign currency challenges, topside adjustments, intercompany disconnects, managing the entire close process, and how to streamline the reporting of your final results.	User Adoption - Best Practices for Success - Chris Duffy, Aspen Dental & Tommy James, Host Analytics read more User Adoption - Best Practices for Success - Chris Duffy, Aspen Dental & Tommy James, Host Analytics Aspen Dental Management, Inc. provides management services for 425+ Aspen Dental branded dental offices across the US. They utilize Host Analytics to deliver reporting to over 225 practice owners and corporate field personnel. This session will share best practices around user adoption and how to effectively roll out your Host Analytics application to your user base to maximize your investment.	Leveraging Host Analytics to Automate Sales Operational Planning - Adrien Del Bonta, Host Analytics read more Leveraging Host Analytics to Automate Sales Operational Planning - Adrien Del Bonta, Host Analytics Sales’ job is to close deals and drive new revenue, while Finance is accountable for ensuring that cash flow and profit forecasts are accurate. Sales Planning, and the link between those groups, is often painful and disconnected from finance. What we often see is a relationship between Sales and Finance that is often turbulent, despite the fact that both groups depend on each other to succeed. In this session we will deep dive into the Sales Planning application and show how its pre-built reports, that integrates directly with Salesforce.com and other leading CRM tools, can improve visibility into the sales (revenue) forecasting. This leads to real-time updates, historical trending, and integration with Finance to improve collaboration between Sales and Finance.

3:00pm - 3:30pm

PM Break

Breakout Sessions
3:30pm - 4:15pm	Impress Your Boss - Building Reports that Wow! - Wesley Fielding, Zep Inc and Jeff Gelderman, Host Analytics read more Impress Your Boss - Building Reports that Wow! - Wesley Fielding, Zep Inc and Jeff Gelderman, Host Analytics This sessions covers report building, focusing specifically on how to use the report sets tool to build row and column sets. Learn tips and tricks on how to use advance formatting, various line types, and check figures to confirm that your reports are footing. Impress your boss today!	The Prescription for Performance Management: How Three Fast Growing Biotech Companies Manage Corporate Performance in the Cloud - John O'Rourke, Host Analytics, Robert Tantoco, Keryx Biopharmaceuticals, Melissa Conway, Physio Control & Karl Nicholls, Dir. FP&A Biodesix, Inc. read more The Prescription for Performance Management: How Three Fast Growing Biotech Companies Manage Corporate Performance in the Cloud - John O'Rourke, Host Analytics, Robert Tantoco, Keryx Biopharmaceuticals, Melissa Conway, Physio Control & Karl Nicholls, Dir. FP&A Biodesix, Inc. Join a power panel of finance experts from the biotech industry as they share prescriptive advice on managing their businesses in the midst of regulatory pressure, a new healthcare model, high M&A activity, rising R&D costs, and shrinking R&D pipelines.	Stay Ahead of the Game - Budgeting Person by Person in a Global Setting - Eli Salembier, NSF International read more Stay Ahead of the Game - Budgeting Person by Person in a Global Setting - Eli Salembier, NSF International NSF International is a complex global company with 2,000 employees in 18 countries. Learn how we use Host Analytics to budget by individual employee using Detail HR. We will step through the process from collecting employee’s information to setting up global templates and allocations. Implementing this process makes for a smooth and efficient personnel budgeting system that is scalable globally.	Using Data to Move up the Financial Planning Maturity Curve - Garvin Chan, Cervello & Lisa Aubin, NxStage Medical read more Using Data to Move up the Financial Planning Maturity Curve - Garvin Chan, Cervello & Lisa Aubin, NxStage Medical Finance is awash in data. But do we really know what data matters? Are we prepared to seek insights in new and emerging types of data for faster, more informed decision making? Hear two real-world case studies discussing the benefits of data-driven performance management using Host Analytics. Learn how these progressive finance teams are using data for cost, production and planning as well as inventory management to drive strategic decision making, gain a competitive advantage and move up the financial planning maturity curve.

4:30pm - 5:15pm

Customers for Life - Getting the Most Out of Your Host Analytics Solution
Alison Holmlund, VP of Customers for Life & Ron Baden, SVP of Services, Host Analytics read more

7:00pm - 10:30pm

Host Analytics World Conference Party - California Academy of Sciences
Please meet at 6:15pm at the entrance to hotel to take the bus transfer to the event. Local attendees can make your way to the event and parking is available onsite.

Time

Session

7:30am - 12:30pm

Registration and Conference Services

7:00am - 8:30am

Breakfast

8:45am - 9:00am

Welcome Day 3 - Lance Walter, CMO, Host Analytics

9:00am - 10:00am

Transformational CFO - Leading Teams into The Future of Finance
Zach Koekemoer, CFO, Rich Relevance
Spencer Punter, CFO, Snaplogic
Rik Thorbecke, CFO, Taulia
Moderated by: Ian Charles, CFO, Host Analytics read more

10:00am - 10:30am

AM Break

Breakout Sessions
10:30am - 11:15am	Host Analytics Modeling Cloud - Janette Kosior, Host Analytics repeated session read more Host Analytics Modeling Cloud - Janette Kosior, Host Analytics* *repeated session Come and learn about the recently launched, Host Analytics Modeling Cloud. Host Analytics Modeling Cloud is an engine that provides user interfaces and allows interactive query, analysis, advanced modeling, and Excel based reporting. Hear firsthand how beta customers are using the functionality to accelerate their business goals.	Host Analytics on Host Analytics - Ben Tang and Stacy Sprotti, Host Analytics read more Host Analytics on Host Analytics - Ben Tang and Stacy Sprotti, Host Analytics Be a great financial partner to the business. At Host Analytics, our internal finance team uses the Host Analytics core product every day - annual plan process, forecasting, BVA reporting, and the overall running of the business. Come hear our methods for communicating useful information to key decision makers and best practices on how to effectively set up and use the system to benefit your finance team.	Visualizations for Finance Data Using Business Analytics - Ashok Chalasani & Anthony Cusimano, Host Analytics & Rick Odom, Welch Allyn read more Visualizations for Finance Data Using Business Analytics - Ashok Chalasani & Anthony Cusimano, Host Analytics & Rick Odom, Welch Allyn Analytics Cloud is key to managing your company's performance in real time with dashboards, scorecards at both the enterprise department and individual levels. Understand how to quickly build solid visualizations for financial and operational KPIs on the Host Analytics Data Cube. Explore how to write, chart and distribute dashboard reports with key stakeholders.	Have Ultimate Control Over Your Application; Security Best Practices - Jean Matthews & Srikanth Nadukudy, Host Analytics read more Have Ultimate Control Over Your Application; Security Best Practices - Jean Matthews & Srikanth Nadukudy, Host Analytics Take control! Security is the life blood of any application. Take advantage of the Host Analytics security features and learn best practices around user management, application navigation, dimension security and more.

Breakout Sessions
11:30am - 12:15pm	Get Rolling with Rolling Forecasts - Craig Johnson & John Nicastro, Host Analytics read more Get Rolling with Rolling Forecasts - Craig Johnson & John Nicastro, Host Analytics What is happening next month? Next Qtr? Rolling forecasts is a great way to plan your business and answer these types of questions. This session will show how to implement rolling forecast in your organization and share best practices that will get up and running in no time.	Capabilities of Data Integration - Saood Shah & Vishal Saini, Host Analytics read more Capabilities of Data Integration - Saood Shah & Vishal Saini, Host Analytics Best practices of Journal Entries - MTD/YTD mode, utilizing power of Dynamic Journals, understanding elimination entries, using validations to check data quality, using consolidation status report.	Advanced Reporting Tips and Tricks - Tommy James & Sree Laxmi, Host Analytics repeated session read more Advanced Reporting Tips and Tricks - Tommy James & Sree Laxmi, Host Analytics* *repeated session Learn new ways to view and report on data in Host Analytics more efficiently. This session will focus on best practices that will help you be more efficient in report writing.	See the Future First; Modeling What If Scenarios - Doug Haynie, Host Analytics read more See the Future First; Modeling What If Scenarios - Doug Haynie, Host Analytics Want to take those tired old reports and bring them into the present? Come learn the power of Dynamic Reports through advanced modeling techniques, optimized layout and design, and formatting for every user Join us to discuss the best way to manage multiple scenarios and create what-if scenarios. We will use top-down business rules to model various sets of decisions and assumptions and gauge the financial impact. An overview of driver-based planning will be provided including, scenario seeding and use of the simulation engine.

12:30pm

Conference Close

New to Host Analytics

All Levels

Basic Level

Intermediate/Advanced Level

*Agenda Subject to Change

Bonus: Get CPE Credits!

Host Analytics World 2015 attendees can earn Continuing Professional Education (CPE) credits. CPE credits are available to CPA’s for General and Breakout Sessions offered during the conference, up to a maximum of 17 hours. In accordance with the standards of the National Registry of CPE Sponsors, credit is based on a 50-minute hour.

Host Analytics, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.