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Vision 2013 - Conference Guide
 

Vision 2013 - Conference Guide

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If you want to learn about the latest analytics solutions for finance, risk and compensation...see them demonstrated, hear from innovative users, connect with experts...there's no substitute for ...

If you want to learn about the latest analytics solutions for finance, risk and compensation...see them demonstrated, hear from innovative users, connect with experts...there's no substitute for attending IBM Vision 2013, starting May 19 in Orlando.

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    Vision 2013 - Conference Guide Vision 2013 - Conference Guide Document Transcript

    • Vision2013Drive Growth. Manage Risk. Optimize Performance.May 19-22, 2013 l JW Marriott Grande Lakes, Orlando, FloridaPreliminary Conference Guide
    • 2Vision2013 May 19-22, 2013Table of ContentsIntroduction 3Agenda at a Glance 4General Sessions 5Domain Keynotes 7Elective Sessions 8Financial and Operational Performance Management 10Financial Governance and Disclosure Management 20Sales Performance Management 26Risk Management 32Buy-side Risk Management 32Sell-side Risk Management 34Cross-industry Risk Management 36Operational Risk Management 40Hands-on Labs 43Workshop Sessions 45Usability Sandbox Sessions 47Networking 50IBM Demo Lounge 52Registration Information 59
    • 3ibm.com/software/analytics/visionIntroductionVision 2013 is the premier global conference for finance, risk and compliance professionals, and incentivecompensation specialists. This three-day event offers you the chance to hear real-world case studies presentedby organizations like Aviva, Fifth Third Bank, San Diego Gas & Electric, MassMutual Financial Group, ShawIndustries and many others. It features thought-provoking keynote speakers, engaging customer successstories and entertaining networking opportunities.This guide lists session tracks and elective sessions offered at Vision 2013.* It will familiarize you with thebreadth of content provided at the conference and help you plan your schedule. You can use it to review themore than 100 educational sessions, hands-on labs and workshops covering finance, risk management,regulatory compliance, incentive compensation management and more. Also visit our online SessionPreview Tool, ibm.com/events/tools/vision/vision2013ems/sessions, to get an up-to-the-minute view ofwhat’s available and to plan your conference experience.The Vision 2013 Session Preview Tool enables you to:• Find sessions by product, keyword, track, audience, session level or date• Identify sessions that are eligible for NASBA CPE credits• Email a list of sessions as a PDF file to others in your organization to justify approval for attendance orencourage others to attendAt Vision 2013, you’ll find an onsite IBM Demo Lounge, showcasing software and service offerings from IBMand our Business Partners. Plus, you’ll enjoy extensive opportunities to network with peers, colleagues andproduct experts — including a networking reception, offsite special event and Birds of a Feather lunches.We hope you will join us at Vision 2013!*Content is subject to change.
    • 4Vision2013 May 19-22, 2013Agenda at a GlanceSunday, May 191:00 p.m. – 8:00 p.m. Registration open6:00 p.m. – 8:00 p.m. Welcome reception and Demo LoungeMonday, May 207:00 a.m. – 6:00 p.m. Registration8:30 a.m. – 10:30 a.m. Opening general session10:30 a.m. – 1:00 p.m. Demo Lounge11:00 a.m. – 12:00 p.m. Sales Performance Management Domain Keynote and Elective Sessions12:00 p.m. – 1:00 p.m. Lunch1:00 p.m. – 2:00 p.m. Performance Management Domain Keynote and Elective Sessions2:10 p.m. – 3:10 p.m. Risk Management Domain Keynote and Elective Sessions3:00 p.m. – 3:45 p.m. Demo Lounge3:45 p.m. – 4:45 p.m. Elective sessions4:55 p.m. – 5:55 p.m. Elective sessionsTuesday, May 217:00 a.m. – 6:00 p.m. Registration8:30 a.m. – 10:00 a.m. General session10:00 a.m. – 10:30 a.m. Demo Lounge10:30 a.m. – 11:30 a.m. Elective sessions11:40 a.m. – 12:40 p.m. Elective sessions12:30 p.m. – 2:00 p.m. Demo Lounge12:40 p.m. – 1:40 p.m. Lunch1:40 p.m. – 2:40 p.m. Elective sessions2:50 p.m. – 3:50 p.m. Elective sessions3:30 p.m. – 4:30 p.m. Demo Lounge4:20 p.m. – 5:20 p.m. Elective sessions6:15 p.m. – 7:15 p.m. Jam Session7:30 p.m. – 10:00 p.m. Special EventWednesday, May 227:00 a.m. — 12:30 p.m. Registration7:00 a.m. — 12:00 p.m. Information desk8:30 a.m. — 10:00 a.m. Elective Sessions9:00 a.m. — 10:00 a.m. Elective Sessions10:10 a.m. — 11:10 p.m. Elective Sessions11:10 a.m. — 12:00 p.m. Elective Sessions11:30 a.m. — 1:00 p.m. Boxed lunch1:00 p.m. Conference ends
    • 5ibm.com/software/analytics/visionGeneral SessionsInsightful presentations set the stage for each day of the Vision 2013 conference. Exciting guest speakers, including IBM executives,customers and industry experts, will explore a range of topics affecting finance, risk, sales operations and compensation professionals.Speakers will describe the many ways that analytics software, coupled with evolving disciplines and best practices in performancemanagement, financial governance and risk management, and incentive compensation management, can help your organizationsucceed in today’s volatile economy.Mark JeffriesVision 2013 HostFormer Merrill Lynch stockbroker turned author, meeting host and keynote speaker, Mark Jeffrieshas become a trusted adviser and communications consultant to some of the world’s largest andmost successful organizations. Dividing his time between the United States, Canada and Europe,Mark’s ideas, inspiration and guidance are sought across virtually all industries.Day 1: Unleashing the Power of AnalyticsMonday, May 208:30 a.m. – 10:30 a.m.Les RechanGeneral Manager, IBM Business AnalyticsLes Rechan kicks off Vision 2013 with a discussion of the enormous value that IBM SmarterAnalytics capabilities are bringing to finance and risk professionals in a range of industries.Smarter Analytics is the key to achieving superior performance in challenging economictimes. Finance, sales, operations, and risk professionals are all on the forefront of this change.In this keynote, you’ll learn about recent IBM advances that are having a big impact across theenterprise and around the world.Jim KavanaughVice President and Controller, IBMBuilding a Smarter IBMLearn how the IBM Finance organization has used Analytics to transform. As a trusted businessadvisor, over the past decade the Finance team at IBM has helped drive growth, manage riskand optimize performance through the use of Analytics. Jim will recount this transformationjourney and highlight the role of people, process, and technology in Building a Smarter IBM.
    • 6Vision2013 May 19-22, 2013General SessionsDay 2: Leadership in ActionTuesday, May 218:30 a.m. – 10:00 a.m.The second day of Vision focuses on transformational leadership for performance achievement. Each keynoteprovides unique perspectives on unleashing the potential of individuals and groups for better outcomes in theface of volatility, uncertainty and risk.Harry M. Jansen Kraemer Jr.Professor of Management and Strategy at Northwestern University’sKellogg School of Management, Former Chairman and CEO of BaxterInternationalIn this keynote, drawn from his highly-acclaimed book, From Values to Action, Harry Kraemerargues that today’s business environment demands values-based leaders who, in “doing theright thing,” deliver outstanding and lasting results. Kraemer offers a framework for adopting theprinciples of values-based leadership: self-reflection, balance, true self-confidence, and genuinehumility, to lead organizations effectively.Vernice “FlyGirl” ArmourAmerica’s First African-American Female Combat PilotKnown simply as “FlyGirl,” Vernice “FlyGirl” Armour went from being a beat cop to a United StatesMarine Corps combat pilot in three years. Within a year of earning her wings, she found herselfflying over the deserts of Iraq, supporting the men and women on the ground. After serving twotours overseas, she became America’s first African-American female combat pilot. Upon returninghome, she realized that many people wanted to create breakthroughs in their own lives, but justdidn’t know how. Don’t miss this inspiring keynote, in which Vernice will share her inspiring story aswell as her seven-step Zero to Breakthrough™ success plan.
    • 7ibm.com/software/analytics/visionDomain KeynotesMonday, May 2011:00 a.m.– 12:00 p.m.Sales Performance Management: Align Selling Resources and Transform VariablePay ProcessesMarc Altshuller, Vice President, IBM Performance ManagementNeil Whitney, Product Development Executive, IBM Sales Performance ManagementIn May of 2012, IBM acquired Varicent, a market leader in sales performance management (SPM) software. Join us to hear aboutthe exciting changes that have taken place since the acquisition and learn why SPM needs to be a critical element in your overallperformance management strategy. You’ll hear how companies are transforming the processes and functions they use to managetheir sales teams, while avoiding costly surprises in variable compensation, and doing it all with a level of efficiency and auditabilitynecessary for reliable regulatory compliance. We’ll also share news about the latest advances in IBM Sales Performance Managementsolutions.1:00 p.m.– 2:00 p.m.Performance Management: Putting Smarter Analytics to Work for PerformanceAchievementDouglas Barton, Director, Worldwide Product Marketing, IBMRichard Rodgers, Director, Product Management, IBMWhen surveyed anonymously, senior executives lament that 20-35 percent of their companies’ performance potential is lost dueto subpar enterprise performance management practices. But organizations that embrace analytics and gain the advantage thatdynamic, enterprise-wide performance management systems confer are outperforming their competitors. Join us in this session tolearn about recent advances and hear about future plans aimed at helping companies forge a more continuous and reliable alignmentof enterprise resources with business opportunities to drive better outcomes.2:10 p.m.– 3:10 p.m.IBM Risk Analytics: From Regulatory Readiness to Risk-aware Decision-makingMichael Zerbs, Vice President, Risk Analytics, IBMIn today’s increasingly interconnected, competitive and regulated environment, companies are facing the daunting task of evolving theirbusiness models to maintain and increase profits, all while meeting increased regulatory pressures. A more strategic approach to riskmanagement is a must. Learn how companies are using integrated IBM risk management solutions to help improve decision-making,streamline compliance processes and optimize the allocation of capital across the business. You’ll also hear how the innovativeIBM enterprise approach to risk analytics can help your risk program deliver strategic risk intelligence that equips your business forsuccess and provides a unique competitive advantage.
    • 8Vision2013 May 19-22, 2013Elective SessionsContinuing Professional Education (CPE)CreditsCourses eligible for Continuing Professional Education(CPE) credits are indicated when you view the courseselections in the Session Preview Tool and on SmartSite.IBM is registered with the National Association of StateBoards of Accountancy (NASBA) as a sponsor of continuingprofessional education on the National Registry ofCPE Sponsors. State boards of accountancy have finalauthority on the acceptance of individual courses for CPEcredit. Complaints regarding registered sponsors maybe submitted to the National Registry of CPE Sponsorsthrough its website: www.learningmarket.orgVision 2013 elective sessions cover IBM products and solutions for finance, risk management, regulatorycompliance and incentive compensation management. They also span all levels of expertise – from novice toexpert. You’ll learn about the latest product developments and hear from organizations that use IBM solutionsevery day to automate their processes and drive better performance.Sessions are organized into the following tracks:Elective Session Types• Best practices: What worked (and what didn’t) with tangible best practices you can immediately implement• Expert Exchange: Opportunity for dialogue with IBM product experts and other product users — primarilydriven by your questions and comments• Hands-on labs: Explore and interact directly with software in a hands-on environment• Industry trends: Thoughtful content on a number of business issues, including how analytics-drivenorganizations are making the leap from the possible to the proven to generate new sources of value andoutperform their competition• Panel discussions: Candid conversations among expert practitioners—including your fellow customers—oncritical topics• Product: The latest features and functions of current products and/or a sneak peek at future products• Technical tips and techniques: Practical tips and troubleshooting techniques you can start using right away• Usability Sandbox: See the prototypes and ideas coming directly “from the IBM labs.” (A non-disclosureagreement must be signed in order to attend.)• Workshops: Interactive environments that focus on solutionsLearn from the People WhoKnow These Solutions BestPresenters include:• The experts who design, build and support theproducts• Consultants who specialize in implementing thesoftware• Clients and IBM Business Partners who deploy anduse these solutions every day• Industry-leading analysts
    • 9ibm.com/software/analytics/visionElective SessionsVision 2013 elective sessions include IBM products and solutions for finance, risk management, regulatorycompliance and incentive compensation management. They also span all levels of expertise – from novice toexpert. You’ll learn about the latest product developments and hear from organizations who use IBM solutionsevery day to automate their processes and drive better performance.Tracks Page:Financial and Operational Performance Management 10Financial Governance and Disclosure Management 20 Sales Performance Management Risk Management 26Risk Manangement 32 Buy-side Risk Management 32 Sell-side Risk Management 34 Cross-industry Risk Management 36 Operational Risk Management 40
    • 10Vision2013 May 19-22, 20131013Budgeting and Planning at Bunge with IBMCognos TM1Speaker(s): Katia Batista, BungeThis session will explain how agribusiness giant Bunge appliedbudgeting best practices in creating a model to deliver abudgeting and planning solution using IBM Cognos TM1 . You’lllearn how companies in this industry are pursuing effectivemethodologies for planning and budgeting in order to managecosts, maximize margins, and take firmer control of their business.Session Type: Industry TrendsLevel: Intermediate1020Achieving Strategic Finance Objectives atCATSA with IBM Business AnalyticsSpeaker(s): Mario Malouin, Canadian Air Transport SecurityAuthority (CATSA); Jean Bastarache, Canadian Air TransportSecurity Authority (CATSA)Because the world today is more volatile, uncertain, complexand ambiguous, CFOs and finance leaders must become morevisionary. Join us at this session to learn how the Canadian AirTransport Security Authority (CATSA) used IBM Cognos TM1along with IBM data warehouse and business intelligence toolsto integrate its costing models, empower business managersand enable the organization’s financial analysts to play a morestrategic role. You’ll also learn why CATSA chose IBM CognosDisclosure Management as an integrated narrative solution andwhy this solution is such an important addition to their financialdisclosure regime. Hear how these tools enable the CFO to giveearly warning signals to the organization and help it adjust quickly.Session Type: Best PracticesLevel: Intermediate1022Faster, Simpler Solution Design with IBMCognos TM1 Performance ModelerSpeaker(s): Stephen Brook, IBMIn this hands-on workshop, you will design, build and deploya planning and analysis solution with IBM Cognos TM1Performance Modeler and IBM Cognos Insight software. CognosTM1 Performance Modeler is a new modeling tool for CognosTM1, which provides a guided process for modeling and enablesrapid prototyping, especially for users with no prior familiaritywith Cognos TM1. You’ll learn how to use simple, spreadsheet-like calculations and graphical links to move data betweencubes. Experienced Cognos TM1 users will find that they are stillable to access the power of Cognos TM1 rules and they’ll seeenhancements to features such as Cognos TM1 TurboIntegratorediting.Session Type: ProductLevel: Intermediate1023Designing Solutions with IBM Cognos TM1Performance ModelerSpeaker(s): Andy Nelmes, IBM; Stephen Brook, IBMThis session will use a case study approach to show how aplanning and analysis solution can be built with IBM Cognos TM1Performance Modeler, allowing a project team to deliver businessvalue quickly while reducing the cost of ownership. You will learnhow a new modelling paradigm in Cognos TM1 PerformanceModeler helps business users construct the logic to supporttypical planning and analysis scenarios including sales plans,expense budgets, and more.Session Type: IntroductoryLevel: IntermediateFinancial and Operational Performance ManagementThis track demonstrates how organizations can establish a dynamic, reliable performance managementsystem to help anticipate performance gaps, assess alternatives and enable effective decision making. Learnhow finance teams are using IBM Business Analytics solutions to improve their performance reporting andscorecarding, planning, analysis and forecasting, profitability modeling and optimization. Hear from leadingcompanies and IBM subject matter experts about how to apply advanced technology and best practices todrive stronger business insight through analytics.
    • 11ibm.com/software/analytics/vision1024IBM Cognos TM1 Enterprise Administrationand Change ControlSpeaker(s): Stephen Brook, IBMThis session will describe the tools and techniques that can helpadministrators monitor their IBM Cognos TM1 environment andpromote application changes across environments in a controlledway. You will learn how to use the Cognos TM1 OperationsConsole and the Transfer feature in Cognos TM1 PerformanceModeler to monitor your Cognos TM1 Servers and ApplicationServers, analyze contention and other performance problems,and migrate changes from your Development to your Test andProduction environments.Session Type: Tips and TechniquesLevel: Intermediate1033Performance and Scalability for IBM CognosTM1 Application ClientsSpeaker(s): John Leahy, IBM; Jon Sandles, IBMIBM Cognos TM1 offers three different application clients: IBMCognos TM1 Web, IBM Cognos Insight and IBM Cognos InsightDistributed. In this session, you’ll learn about the benefits of eachclient, the reasons for choosing each one and the new distributedarchitecture for Cognos Insight in Cognos TM1 V10.1.Session Type: ProductLevel: Intermediate1035Driving the CFO Agenda across the Enterprise:A hands-on Business Analytics ExperienceWorkshopSpeaker(s): Kendrick Heath, IBM; Torben Noer, IBM; DebraEichten, IBM; Tim Greenfield, IBM; Gino Palozzi, IBMThe Business Analytics Experience Workshop demonstrateshow the CFO agenda contributes to superior performance acrossthe enterprise. In this hands-on workshop for finance executivesand other senior decision makers, attendees assume executiveroles within a fictitious company. Using integrated enterpriseinformation, participants will see how to achieve better alignmentof strategic, financial and operational plans as they applypowerful variance and what-if scenario analysis. Working throughsophisticated business simulation modules, the participantslearn how analytics provide business insights that help drivesmarter decisions, improve finance efficiency and promote betteroutcomes.Session Type: Best PracticesLevel: Introductory1037IBM Cognos TM1 System Management withOperations ConsoleSpeaker(s): Peter Thomas, IBM; Robin Stafford, Architect, IBM;Ian Aitken, IBMJoin us for this “in the labs” session to see how possible futureenhancements to the Operations Console may help you managemultiple Cognos TM1 systems from a single web-based console.The session will show you how this innovation may enable youto automate common administration processes and identifypotential problems before they happen.Session Type: ProductLevel: IntermediateFinancial and Operational Performance Management
    • 12Vision2013 May 19-22, 20131041Driving Smarter Financial Decisions at NANADevelopment CorporationSpeaker(s): Frank Long, NANA Development CorporationIn this session, you will learn how NANA DevelopmentCorporation, a community-owned enterprise based in Anchorage,Alaska, with operations around the world, implemented thefull suite of IBM Cognos performance management solutions,including IBM Cognos TM 1, IBM Cognos Financial StatementReporting (FSR) and IBM Cognos Controller. You’ll learn howthese solutions helped NANA streamline and enhance itsplanning, budgeting, close and consolidation, and financialreporting processes. You’ll also hear about the benefits ofinvesting in a single, integrated performance managementplatform.Session Type: ProductLevel: Intermediate1046Armtec Builds Better Budgets, Forecasts andReports on SAP with IBM Cognos ExpressSpeaker(s): Joan Carter, Armtec; Jade Cole, AppVineArmtec, a leading global infrastructure and construction materialscompany, selected IBM Cognos Express to replace massivespreadsheet files for budgeting and reporting. Armtec had a tighttimeline and the go live dates could not be moved. So Armtec andIBM Business Partner AppVine adopted a rolling implementationapproach, building modules as needed to match the forecastingprocess. Cognos Express was able to display budgets in thenew view of the business--something that would have beenimpossible with spreadsheets. In this session, you will learn aboutArmtec’s experience implementing Cognos Express. You’ll hearhow they overcame unforeseen challenges and how they plan toexpand the use of Cognos Express across the organization.Session Type: ProductLevel: Intermediate1047Data Collection with IBM Cognos TM1 forReal-time Disclosure Management at PNCBankSpeaker(s): Ellen Considder, PNC Bank; Jade Cole, AppVineAt PNC Bank, the process of collecting data for disclosureswas manually intensive, with almost 100 separate data sources.Already a user of IBM Cognos Financial Statement Reporting(FSR), PNC struggled with the common problem of relying onmultiple spreadsheets for data collection and input in a SOX-compliant environment. So, PNC began implementing IBMCognos TM1 as a pilot project for data collection, aggregation andanalysis, targeting specific footnote disclosures. In this session,PNC will discuss the selection criteria they used when lookingfor a data collection solution, including how the requirementswere gathered, the evaluation criteria and the implementationmethodology that was adopted.Session Type: ProductLevel: Intermediate1057Building a Business Analytics Culture atDonna KaranSpeaker(s): Christopher Gaffney, The Donna Karan CompanyIn this session, you’ll learn how Donna Karan (DK), a major fashionretailer, remains competitive and empowers its users to makesmarter decisions and better manage its financial reportingprocesses with IBM Cognos TM1 and IBM Cognos BusinessIntelligence. You will hear how the process of connecting differentcomponents of the business analytics platform to solve variousbusiness problems evolves over time. DK will share an exampleof this evolutionary process through their Daily Sales Process.Together with their business partner, QueBit, DK has achievedgreat results while establishing a stronger business analyticsculture at DK.Session Type: Best PracticesLevel: IntermediateFinancial and Operational Performance Management
    • 13ibm.com/software/analytics/visionFinancial and Operational Performance Management1072A Gentle Migration from IBM Cognos Planningto IBM Cognos TM1 at Northrop GrummanSpeaker(s): Geoff Springfield, Northrop Grumman; ChristopherPoll, Northrop GrummanNorthrop Grumman’s Information Systems sector has been usingIBM Cognos products since 2004. In that time, the company hasdeveloped robust planning and forecasting functionality. But asthe data sets and number of contributors grew, the organizationneeded to boost performance to answer the demands fromusers. However, rather than an immediate swap to IBM CognosTM1, Northrop Grumman implemented a gradual migration thatenabled users to reap many of the benefits as quickly as possible.Users were able to see improved reporting and greater datavisibility before they even knew the words “Cognos TM1.” Attendthis session to learn how users were able to keep the look andfeel they were used to, and achieve the performance they needed.Session Type: Best PracticesLevel: Intermediate1075Migrating from IBM Cognos Planning to IBMCognos TM1 at Washington University: Tips,Tricks, and HurdlesSpeaker(s): Jean Shuler, Washington University in St. Louis; MattFrederick, eCapital AdvisorsWashington University in St. Louis has a very large IBM Cognosimplementation, with over 300 budgeting and 500 reportingusers. The university originally developed it annual budgetingapplications using IBM Cognos Planning. But because of thelarge model sizes and the need for more real-time analysis andreporting, WUSTL decided to migrate its Cognos Planningapplications to IBM Cognos TM1. The migration project wassuccessful and there were several learning experiences alongthe way. Attend this session to hear about the project and see alive demo of the university’s new Cognos TM1 model and useranalysis capabilities.Session Type: Tips & TechniquesLevel: Introductory1077Cooking up SavingsSpeaker(s): Tim Dungan, Lone Star Steakhouse|Texas Land& Cattle Steak House| Firefly Kitchen & Bar; Robert Hardin,PerficientAs part of the spin-off from Brinker International, Romano’sMacaroni Grill, with more than 200 locations, was faced withcreating a new analytics environment from scratch. After an initialsuccess with IBM Cognos Express, Macaroni Grill migrated toIBM Cognos Business Intelligence and IBM Cognos TM1 to driveits financial planning and analysis programs. In a competitivemarket, it is crucial to get timely operational data to support theteam in the field and determine where to allocate resources toimprove sales and decrease labor costs. In this session, you’lllearn how the finance team at Macaroni Grill incorporatedoperational data to meet the needs of its line-of-business leadersand bridge the divide between finance and operations.Session Type: Best PracticesLevel: Introductory1079Modernizing Finance at Clear ChannelCommunicationsSpeaker(s): Brandon Turner, Clear Channel; Anthony D’Ugo,Deloitte and Touche LLPFaced with a processing, data, systems and talent crunch,executives at Clear Channel Communications charted a pathforward to modernize their finance analytics capabilities.Too often, organizations fall into a systems-led approachand constrain their ability to realize true business value evenbefore they start. At this session, you’ll learn the strategies andtechniques that Clear Channel used to successfully implementIBM Cognos Business Viewpoint, IBM Cognos TM1, IBM CognosBusiness Intelligence, IBM Cognos Controller, and IBM CognosFinancial Statement Reporting (FSR). This project is an idealexample of modernizing finance analytics capabilities using abusiness-led and technology enabled approach.Session Type: ProductLevel: Intermediate
    • 14Vision2013 May 19-22, 20131080From Start-up to Global Deployment —Building on IBM Business Analytics as aFoundation for FP&A at InterMuneSpeaker(s): Dan Leader, InterMuneInterMune is a San Francisco-based biotechnology companythat offers drug therapies in Europe and is actively expandinginto multiple international markets. As a publicly traded company,subject to the scrutiny of investors, InterMune needed a businessanalytics platform that could provide an immediate impact ontheir planning activities while supporting their aggressive growthplans. Starting with IBM Cognos Express, InterMune was ableto meet their planning requirements and support their salesforecasting for management review and production planning.With the first phase completed, the company plans to expandtheir use of the platform into other areas and migrate to IBMCognosTM1 as their international growth demands it.Session Type: Best PracticesLevel: Introductory1085How Disney Scales IBM Cognos TM1Architecture for Users Around the GlobeSpeaker(s): Kevin Meyer, The Walt Disney CompanyJoin this session to learn how Disney created a scalablearchitecture to accommodate a large volume of IBM Cognos TM1users around the globe. You’ll hear about some of the limitationsof the old architecture, some of the challenges of the newarchitecture and useful tips for accommodating large volumes ofusers in a diverse company. This presentation will describe howCognos TM1 saves Disney time in its planning cycles, saves onserver infrastructure, and reduces development and testing ofExtract Transform Load (ETL).Session Type: Best PracticesLevel: IntermediateFinancial and Operational Performance Management1086Transforming Financial PerformanceManagement at IBMSpeaker(s): Timothy Clark, IBM; Jon Correnti, IBMOver the last decade, IBM has undergone a significanttransformation in virtually all aspects of its business. For IBMFinance, this has been a process-led transformation centeredon the company’s use of IBM Cognos TM1 and other analyticalapplications--the very same technology that IBM markets andsells to other corporations and public sector entities throughoutthe world. In this session, you will hear the story of how IBMFinance and the Finance IT team has applied analytics tostrategically deliver stronger business insight for greater efficiencyand effectiveness.Session Type: Best PracticesLevel: Introductory1087Tuning IBM Cognos TM1 System Performanceto Improve End-User AccessSpeaker(s): Ronnie Rich, IBM; Mark Pilon, IBMThis session will focus on server-level changes that can bemade to increase the performance and scalability of your IBMCognos TM1 implementation. You will learn about server-levelconfiguration changes that will enable you to improve end-userperformance in Cognos TM1 Web and Cognos TM1 ApplicationWeb.Session Type: Tips & TechniquesLevel: Intermediate1089Architecting a Shared IBM Cognos TM1and IBM Cognos Business IntelligenceEnvironmentSpeaker(s): Ronnie Rich, IBM; Mark Pilon, IBMAttend this session to learn how to properly architect, configure,secure and deploy a shared environment for IBM Cognos TM1and IBM Cognos Business Intelligence. You’ll learn what you cando to ensure seamless security and data flow, and how you canenable your users to report on Cognos TM1 data simply andaccurately.Session Type: Tips & TechniquesLevel: Intermediate
    • 15ibm.com/software/analytics/visionFinancial and Operational Performance Management1090IBM Cognos TM1 Deep Dive — Best Practicesfor Performance and Scale in IBM Cognos TM1V10.1Speaker(s): Tom Baldwin, IBMAttend this session to learn about best practices for advancedmonitoring and operations in IBM Cognos TM1. You will learnhow to construct and administer 20+ GB cubes, including the“feederless rules” and optimized Turbo Integrator parallelizationtechniques. You will also see other advanced techniques availablein Cognos TM1 V10.1 RP1, and gain a solid understanding ofCognos TM1 model building best practices.Session Type: Tips & TechniquesLevel: Advanced1092Expert Exchange—Migrating Your IBMCognos Planning Environment to IBM CognosTM1Speaker(s): Ronnie Rich, IBMJoin us for this interactive session to learn about new advances inIBM Cognos TM1 and gain insight into the most effective methodsfor migrating your IBM Cognos Planning deployment to CognosTM1. Come with your questions and learn from the experiencegained by IBM experts and your peers in the course of numerousmigrations of this kind.Session Type: Tips & TechniquesLevel: Intermediate1099Empowering Business Users with IBM CognosWorkspace — A Pilot Program at MassMutualSpeaker(s): Theresa Jacque, MassMutual Financial GroupMassMutual is piloting the IBM Cognos Workspace and receivingenthusiastic feedback about this innovative interface. Come tothis session and see the workspaces MassMutual has createdand learn firsthand how this dynamic tool can enhance dataanalysis and improve reporting in your organization. You will seedemos of several workspaces for finance users and learn howto access, analyze, collaborate and format business intelligencecontent with minimal training and minimal IT involvement. You’llsee how to pull in “widgets” from pre-built reports and combinethem into a dashboard-style interface, and see how to personalizeworkspaces, make on-the-fly formatting changes and addnotations and comments that can be shared with other users.Session Type: Tips & TechniquesLevel: Introductory1100Financial Performance Management atTeledyne Brown EngineeringSpeaker(s): James Hough, Teledyne Brown EngineeringThis session will introduce you to Teledyne Brown Engineeringand their longtime use of IBM Cognos TM1. You’ll hear theirthoughts on IBM Cognos Insight and the potential it could bringto the company in the months to come. Join us to hear howTeledyne Brown is using IBM Cognos TM1 and IBM CognosBusiness Intelligence to transform its planning, budgeting andforecasting processes and increase the company’s AnalyticsQuotient.Session Type: Best PracticesLevel: Intermediate
    • 16Vision2013 May 19-22, 2013Financial and Operational Performance Management1104Planning for the Future at San Diego Gas andElectric — Managing Capital ProjectsSpeaker(s): Don Balfour, San Diego Gas and Electric; RobertHardin, PerficientUtilities spend billions of dollars each year to maintain andenhance their infrastructure in a regulated environment. So it’scrucial that projects come in on-time and on-budget. San DiegoGas and Electric (SDG&E) historically used a multitude of massivespreadsheets to manage these projects. But with over 50 peopleproviding input, this quickly became very cumbersome. Attendthis session to learn how, with the implementation of IBM CognosTM1, there is now a single interface for all project managers,which is integrated with SAP for actual results. In addition, you’llhear how IBM Cognos Business Intelligence dashboards providean executive view of projects and Cognos Mobile dashboardsallow teams to interact with data while in the field.Session Type: Best PracticesLevel: Intermediate1107Implementing IBM Cognos TM1 for SalesPipeline Reporting at ConcurSpeaker(s): Daniel O’Sullivan, ConcurConcur is a leading provider of integrated travel and expensemanagement solutions, trusted by over 15,000 clients aroundthe globe with over 15 million users. In this session you will learnhow Concur implemented IBM Cognos TM1 to track changesto opportunities in Salesforce, which Concur uses to forecastits sales. Join us to find out how, by migrating to Cognos TM1,Concur consolidated its worldwide reporting, improving dataaccuracy for more consistent results, while saving significant time.Session Type: Best PracticesLevel: Intermediate1114IBM Cognos Disclosure Management forBusiness IntelligenceSpeaker(s): John Colthart, IBM; Khurram Raja, IBMJoin us at this session to learn how, with the new release of IBMCognos Disclosure Management, organizations can extendthe use of existing business intelligence (BI) and corporateperformance management (CPM) solutions beyond traditionalreporting. You’ll learn how you can bring disparate BI data andperformance management reports together with narrativeanalysis to deliver actionable insights to internal clients, such asthe board and CEO, senior finance leaders and other functionalleaders.Session Type: ProductLevel: Intermediate1115Notes Disclosure Management Roundtable —Streamlining Your Narrative ReportingSpeaker(s): David Corbett, IBM; Khurram Rajat, IBMIn many companies, the process of collecting the data neededto create regulatory disclosures is a time consuming, manuallyintensive process. Many organizations struggle with the commonproblems of disparate data collection and input into IBM CognosDisclosure Management or IBM Cognos Financial StatementReporting (FSR) in a SOX-compliant environment. The futureof the IBM disclosure management platform and Cognos TM1includes using Cognos TM1 for data collection, aggregationand analysis targeting specific notes. In this session, attendeeswill discuss how the data collection process works and whateconomies of scale they can expect with Cognos TM1 and therelevant IBM disclosure management product working together.Session Type: ProductLevel: Introductory
    • 17ibm.com/software/analytics/visionFinancial and Operational Performance Management1119Empowering the Office of Finance At FifthThird Bancorp with IBM Business AnalyticsSpeaker(s): Craig MacGibbon, Fifth Third BancorpLearn how and why the office of finance at Fifth Third Bancorp, aCincinnati-based institution with $122 billion in assets, replacedtheir existing consolidation, planning and budgeting solutions withIBM Cognos TM1 and IBM Cognos Business Intelligence. You’llalso learn how they built on their existing disclosure managementcapabilities through their continuing investment in IBM CognosFinancial Statement Reporting (FSR).Session Type: ProductLevel: Introductory1124Reducing Costs through Predictive Analyticsby Integrating IBM SPSS and IBM CognosSolutionsSpeaker(s): Manu Singh, JBS International, Inc.; Radha Gholkar,JBS International, Inc.; Susan Hayashi, JBS International, Inc.Organizations are constantly collecting large quantities of financialand operational data. This session will show you how to improvethe quality and usefulness of the data that is collected in your datamanagement systems to more accurately predict key outcomesand help you make more data-driven decisions. Using a solutionfor healthcare organizations, you will see how JSB Internationalhelps organizations minimize risk, improve operations andenhance patient outcomes while reducing costs. You will seehow to extract data from different sources and use IBM SPSSStatistics and IBM SPSS Modeler to develop predictive modelsand uncover relationships between financial, performance,consumer and other data to achieve key business objectives.Session Type: Best PracticesLevel: Introductory1125Finance Transformation at Jabil: IBM CognosTM1 + IBM Cognos Business Intelligence =Inverted TriangleSpeaker(s): Patrick Patterson, JabilJoin this session to see how Jabil, a leading global electronicsmanufacturing service provider, implemented an integratedapplication including IBM Cognos TM1 and IBM CognosBusiness Intelligence, and effectively inverted the triangle of datapreparation and analysis. You’ll learn tips for accommodatinglarge volumes of users in a diverse company and techniques tohelp you get the most from your Cognos products.Session Type: Best PracticesLevel: Intermediate1162Data-driven Decisions on Risk  — The Role ofPredictive and Advanced AnalyticsSpeaker(s): Kurt Peckman, IBMEmpowering people and systems to make data-driven decisionsabout risk involves a combination of elements. It requires aneffective blend of predictive and advanced analytics, businessrules, forecasting, simulation and optimization. Attend this sessionto learn how companies can optimize resource trade-offs toensure that organizational goals are always met. You’ll learnabout predicting and preventing threats and fraud in real timeto reduce risk. And you’ll hear how companies can proactivelymanage resources by simulating and forecasting everything fromequipment failures and staffing downtime to service disruptionsand cost spikes.Session Type: Best PracticesLevel: Intermediate
    • 18Vision2013 May 19-22, 20131166Switching to IBM Cognos TM1 at Credit SuisseSpeaker(s): Darren Roberts, Credit Suisse; Gary Quirke, QueBITConsultingCredit Suisse (CS) is one of the world’s leading providers ofprivate banking, investment banking and asset management.Headquartered in Zurich, CS operates in over 50 countries andemploys more than 47,000 people. This session will describe howCS used the power and flexibility of IBM Cognos TM1 to transformthe management information landscape of its Investment BankingGroup. You’ll learn why CS chose to replace Oracle Essbase withCognos TM1 and hear about the benefits that CS has gained.With Cognos TM1, CS enjoys a solution that is more flexible, morecapable, faster, less costly, and — best of all — owned by theFinance team rather than IT.Session Type: ProductLevel: Intermediate1177Performance Management: PuttingSmarter Analytics to Work for PerformanceAchievementSpeaker(s): Richard Rodgers, IBM; Douglas Barton, IBMWhen surveyed anonymously, senior executives lament that 20-35 percent of their companies’ performance potential is lost dueto subpar enterprise performance management practices. Butorganizations that embrace analytics and gain the advantage thatdynamic, enterprise-wide performance management systemsconfer are outperforming their competitors. Join us in this sessionto learn about recent advances and hear about future plansaimed at helping companies forge a more continuous and reliablealignment of enterprise resources with business opportunities todrive better outcomes.Session Type: Best PracticesLevel: Applicable to All AudiencesFinancial and Operational Performance Management1181Delivering Stronger Business Insight through aCFO DashboardSpeaker(s): Tony Levy, IBMLearn how the IBM Smarter Analytics Signature Solution —CFO performance insight—helps finance executives drivedecision-making through stronger business insight. Built on IBMCognos Business Intelligence, IBM Cognos TM1 and IBM SPSSModeler, it helps you anticipate gaps between forecasts, targetsand actuals. And it displays important financial management,revenue, expense and capital management KPIs in an executivedashboard format. This session shows you how a proprietarylead-lag causal model developed by the IBM Watson ResearchCenter uncovers relationships between drivers and KPIs to guideroot cause analysis. You’ll also see how integrated what-if analysishelps you assess the impact of alternative forecast assumptions.Session Type: ProductLevel: Introductory1184 Special Industry Analyst FeatureIntegrating Risk and PerformanceManagement via Leading IndicatorsSpeaker(s): Michael Smith, Gartner ResearchGood risk management informs better business decisions. Butimproperly managed risk can lead to poor business performanceand even business failure. To address this, enterprises needto integrate their leading risk indicators (LRIs) with leadingperformance indicators (LPIs) to gain insight into the activities andevents that affect desired business outcomes. Join Michael Smithof Gartner Research to learn why managing operational risk isstill important to CEOs and how you can make sure that riskmanagement is everyone’s responsibility. This session will alsooutline the process for integrating LRIs with LPIs.Session Type: Industry TrendsLevel: Applicable to All Audiences
    • 19ibm.com/software/analytics/visionFinancial and Operational Performance Management1186In the Labs: What’s in Store for IBM Clarity 7Speaker(s): Paulo Monte, IBMWant to learn what’s next for IBM Clarity 7? Attend this session todiscover the latest set of features in the IBM Clarity 7 suite and geta sneak preview of what is happening in the labs. This session willcover Planning & Analysis, Consolidations and MDM components.Session Type: ProductLevel: Intermediate1188Engaging, Interactive Planning Experienceswith IBM Cognos InsightSpeaker(s): Trevor MacPherson, IBMCome and see how IBM Cognos Insight can breathe new lifeinto your plans, with interactive visualizations that supportdecision-making during the planning process. You’ll see howCognos Insight can help you improve accuracy and simplifythe contribution and review experience, with a rich palette ofinformation capabilities that engages and informs your usersSession Type: ProductLevel: Intermediate1189Overview of IBM Cognos Business IntelligenceSpeaker(s): David Clement, IBMIt’s possible to arm every user in your organization with theanalytics they need to transform insight into action. With today’sglobal economy and ever faster business cycles, businessintelligence has expanded to include real-time data, collaboration,what-if analysis, mobile and other capabilities that help fuel thedecision-making process. In this session, you’ll learn how IBMCognos Enterprise balances the need for IT control with theanalytic freedom that users demand. You’ll see how CognosBusiness Intelligence supports the many different ways thatbusiness users work, by delivering analytics on the web, to thedesktop or the mobile device, and by embedding analytics ineveryday applications.Session Type: ProductLevel: Intermediate1202Learn how Addtech leverage IBM Cognosfor its Group Management Reporting andConsolidationSpeaker(s): Jessica Norrman, Addtech AB; Martin Almgren,Addtech AB; Rickard Rygin, AddedoLearn how you can use IBM Cognos Controller for more than justfinancial consolidation. In this session, you’ll hear how Addtech, alarge technology trading company based in Stockholm, Sweden,uses Cognos Controller for both legal and management dataincluding sales and order statistics. Addtech consolidates theirdata in Cognos Controller, then lets it flow into IBM Cognos TM1and Cognos Controller Financial Analytics Publisher (FAP), wherethey create KPI’s, variance calculations, and more complexbusiness logic. This session will outline that process and alsoexplain how Addtech uses IBM Cognos Business Intelligence fordashboarding and the distribution of consolidated figures to alarge number of users.Session Type: ProductLevel: Intermediate1211Learning the Importance of Documenting IBMCognos TM1 Models at San Diego Gas andElectricSpeaker(s): Michael Schwing, San Diego Gas and Electric;Michael Mackie, Cortell New Zealand; Richard Johnson, CortellNew ZealandFor organizations using IBM Cognos TM1, managing changewithin models can be a significant challenge. Attend this sessionto discover why your Cognos TM1 implementation could be atrisk with undocumented models. Understand the importance ofachieving clear visibility over your models, analyzing the impactof changes and how to maintain up-to-date documentation forcorporate governance purposes. Learn how San Diego Gasand Electric used QUBEdocs, an automated modeling tool, torevolutionize the way its users interact with Cognos TM1.Session Type: ProductLevel: Intermediate
    • 20Vision2013 May 19-22, 20131020Achieving Strategic Finance Objectives atCATSA with IBM Business AnalyticsSpeaker(s): Mario Malouin, Canadian Air Transport SecurityAuthority (CATSA); Jean Bastarache, Canadian Air TransportSecurity Authority (CATSA)Because the world today is more volatile, uncertain, complexand ambiguous, CFOs and finance leaders must become morevisionary. Join us at this session to learn how the Canadian AirTransport Security Authority (CATSA) used IBM Cognos TM1along with IBM data warehouse and business intelligence toolsto integrate its costing models, empower business managersand enable the organization’s financial analysts to play a morestrategic role. You’ll also learn why CATSA chose IBM CognosDisclosure Management as an integrated narrative solution andwhy this solution is such an important addition to their financialdisclosure regime. Hear how these tools enable the CFO to giveearly warning signals to the organization and help it adjust quickly.Session Type: Best PracticesLevel: IntermediateFinancial Governance and Disclosure Management1030How Mass Mutual Insurance Gets Creativewith IBM Cognos Financial StatementReporting (FSR)Speaker(s): Thomas Kellner, MassMutual Financial GroupThis session will demonstrate how MassMutual creatively usesIBM Cognos Financial Statement Reporting (FSR) in multipleareas of the organization to support the successful automation ofinternal and external reporting and the standardization of multiplereports. You’ll learn how the project created an atmosphere ofstronger collaboration between interdependent business areasat MassMutual. This session will also review the operationaldeployment of Cognos FSR and MassMutual’s long-term visionfor Cognos FSR within the organization. You’ll hear about themethodology MassMutual implemented in the design of theircustomized reports, including the innovative use of Cognos FSR,Microsoft Word and Microsoft Excel to resolve complex issuesSession Type: Tips and TechniquesLevel: Intermediate1041Driving Smarter Financial Decisions at NANADevelopment CorporationSpeaker(s): Frank Long, NANA Development CorporationIn this session, you will learn how NANA DevelopmentCorporation, a community-owned enterprise based in Anchorage,Alaska, with operations around the world, implemented thefull suite of IBM Cognos performance management solutions,including IBM Cognos TM1, IBM Cognos Financial StatementReporting (FSR) and IBM Cognos Controller. You’ll learn howthese solutions helped NANA streamline and enhance itsplanning, budgeting, close and consolidation, and financialreporting processes. You’ll also hear about the benefits ofinvesting in a single, integrated performance managementplatform.Session Type: ProductLevel: IntermediateDiscover how IBM disclosure management solutions can automate manual processes – from collecting datavia emails from across the enterprise, to time-consuming data updates of numerous reports, to mergingspreadsheets and narratives together for publishing. These sessions will also explore new ways to convergebusiness intelligence (BI) data with corporate performance management (CPM) reports and narrative forfaster, more accurate analysis. Learn how integrated IBM performance management solutions enable you toaccelerate the financial close and consolidation processes while ensuring timely and accurate regulatory filings,global statutory and tax reports, and compliance with global XBRL filing requirements.
    • 21ibm.com/software/analytics/visionFinancial Governance and Disclosure Management1047Data Collection with IBM Cognos TM1 forReal-time Disclosure Management at PNCBankSpeaker(s): Ellen Considder, PNC Bank; Jade Cole, AppVineAt PNC Bank, the process of collecting data for disclosureswas manually intensive, with almost 100 separate data sources.Already a user of IBM Cognos Financial Statement Reporting(FSR), PNC struggled with the common problem of relying onmultiple spreadsheets for data collection and input in a SOX-compliant environment. So, PNC began implementing IBMCognos TM1 as a pilot project for data collection, aggregation andanalysis, targeting specific footnote disclosures. In this session,PNC will discuss the selection criteria they used when lookingfor a data collection solution, including how the requirementswere gathered, the evaluation criteria and the implementationmethodology that was adopted.Session Type: ProductLevel: Intermediate1074XBRL Best Practices in IBM Cognos FinancialStatement Reporting (FSR)Speaker(s): Rohit Dhumal, IBMJoin this session, led by IBM Lab Services, to learn about thebest practices that leading organizations use in their disclosuremanagement processes. You’ll hear about using IBM CognosFinancial Statement Reporting (FSR) to comply with SECguidelines for filing XBRL reports successfully - with minimal filingerrors and less maintenance every quarter. You’ll also learn howyou can use Cognos FSR to negate values or change the polarityof values—a major area of concern for the SEC.Session Type: Best PracticesLevel: Intermediate1078Clear Channel Communications Takes Controlof its Financial Close Management with IBMSpeaker(s): Kevin Wherry, Clear Channel; Anthony D’Ugo,Deloitte & Touche LLPToday, organizations that outsource their financial statementregulatory filings and XBRL submissions are at the mercy oftheir service providers to meet regulatory deadlines. The moreentities that are involved and the greater the extent of thedisclosures, the greater the likelihood of a misstep. Come to thissession to learn how Clear Channel Communications sendsdata from IBM Cognos Controller flowing into IBM CognosFinancial Statement Reporting (FSR) as part of an integratedfinancial close management solution. You’ll also hear about theCognos FSR EDGAR engine, and about the benefits that ClearChannel realized from their external disclosure managementmodernization initiative.Session Type: ProductLevel: Intermediate1079Modernizing Finance at Clear ChannelCommunicationsSpeaker(s): Brandon Turner, Clear Channel; Anthony D’Ugo,Deloitte and Touche LLPFaced with a processing, data, systems and talent crunch,executives at Clear Channel Communications charted a pathforward to modernize their finance analytics capabilities.Too often, organizations fall into a systems-led approachand constrain their ability to realize true business value evenbefore they start. At this session, you’ll learn the strategies andtechniques that Clear Channel used to successfully implementIBM Cognos Business Viewpoint, IBM Cognos TM1, IBM CognosBusiness Intelligence, IBM Cognos Controller, and IBM CognosFinancial Statement Reporting (FSR). This project is an idealexample of modernizing finance analytics capabilities using abusiness-led and technology enabled approach.Session Type: ProductLevel: Intermediate
    • 22Vision2013 May 19-22, 20131083Preparing Financial Statements andManagement Discussion and Analysis withIBM Cognos FSR at NOVATEKSpeaker(s): Andrey Danilin, NOVATEKNOVATEK is a Russian oil and gas company that is publicallytraded on the London Stock Exchange. NOVATEK issues twomain financial documents on a quarterly basis: IFRS consolidatedfinancial statements and Management Discussion and Analysis.These documents contain more than 1700 and 2000 figures,respectively, which come from different financial and operationaldata sources. In this session, you’ll learn about NOVATEK’simplementation of IBM Cognos Financial Statement Reporting(FSR) and hear how this change significantly improved both theprocess and the quality of the company’s financial reports. You’llalso learn how Cognos FSR enables you to spend less time onroutine processes and more time on intelligent decision-making.Session Type: ProductLevel: Intermediate1086Transforming Financial PerformanceManagement at IBMSpeaker(s): Timothy Clark, IBM; Jon Correnti, IBMOver the last decade, IBM has undergone a significanttransformation in virtually all aspects of its business. For IBMFinance, this has been a process-led transformation centeredon the company’s use of IBM Cognos TM1 and other analyticalapplications--the very same technology that IBM markets andsells to other corporations and public sector entities throughoutthe world. In this session, you will hear the story of how IBMFinance and the Finance IT team has applied analytics tostrategically deliver stronger business insight for greater efficiencyand effectiveness.Session Type: Best PracticesLevel: IntroductoryFinancial Governance and Disclosure Management1097How PPL Teamed with Deloitte to AutomateSEC Financial Reporting with IBM Cognos FSRSpeaker(s): TBC, PPL Corporation; Brandon Grinwis, Deloitte &Touche, LLPLearn how PPL Corporation, a global energy company, engagedDeloitte to help drive automation in its external reporting processby expanding their use of IBM Cognos Financial StatementReporting (FSR). PPL formerly relied on time-consuming manualprocesses for much of its data sourcing and review process eachquarter. This session will describe how PPL expanded its use ofCognos FSR to drive automation and efficiency while improvingdata governance in the process.Session Type: Best PracticesLevel: Intermediate1098Automating Global Statutory and Tax DataGathering, Validation and Reporting at IBMSpeaker(s): Jon Correnti, IBM; Christopher Gullotta, IBM;Brandon Grinwis, Deloitte and Touche, LLPLearn how IBM has teamed with Deloitte to identify opportunitiesto use IBM software, including IBM Cognos TM1 and IBM CognosDisclosure Management, to assist their global accounting and taxteams in the effort to streamline statutory reporting and global taxreporting. You’ll also learn how IBM has been able to minimizerisk through greater automation of data gathering and tax dataconsolidation processes leveraging these technologies.Session Type: Best PracticesLevel: Intermediate1111Expert Exchange: IBM Finance and the IBMAutomated External Reporting (AER) SolutionSpeaker(s): Jon Correnti, IBM; Christopher Gullotta, IBM; Patrizio(Pat) Calitri, IBM; Scott Rosenfelder, Deloitte & Touche LLPAttend this discussion to hear how IBM undertook a projectto review, streamline and automate its global accountingand tax processes. You’ll have an opportunity to talk withthe IBM Finance and Finance IT teams and understand howthey minimized their risks through greater automation of datagathering and tax data consolidation processes, using IBMsoftware including IBM Cognos TM1 and IBM Cognos DisclosureManagement.Session Type: ProductLevel: Introductory
    • 23ibm.com/software/analytics/visionFinancial Governance and Disclosure Management1112What’s “In the Labs” for IBM CognosDisclosure ManagementSpeaker(s): Justin Lai, IBM; Ted Potma, IBM; Khurram Raja, IBMSee what’s “in the labs” for IBM Cognos Disclosure Management.In this overview session, you’ll see some of the new potentialfeatures and functions that the IBM Cognos development groupis working on. You’ll learn about possible future enhancementsto deployment and architecture, security and workflow, XBRLtagging, EDGAR HTML, data sourcing and much more. Attendthis session to get a look at what we are working on to makeCognos Disclosure Management an even better product.Session Type: ProductLevel: Intermediate1114IBM Cognos Disclosure Management forBusiness IntelligenceSpeaker(s): John Colthart, IBM; Khurram, IBMJoin us at this session to learn how, with the new release of IBMCognos Disclosure Management, organizations can extendthe use of existing business intelligence (BI) and corporateperformance management (CPM) solutions beyond traditionalreporting. You’ll learn how you can bring disparate BI data andperformance management reports together with narrativeanalysis to deliver actionable insights to internal clients, such asthe board and CEO, senior finance leaders and other functionalleaders.Session Type: ProductLevel: Intermediate1115Notes Disclosure Management Roundtable -Streamlining Your Narrative ReportingSpeaker(s): David Corbett, IBM; Khurram Raja, IBMIn many companies, the process of collecting the data neededto create regulatory disclosures is a time consuming, manuallyintensive process. Many organizations struggle with the commonproblems of disparate data collection and input into IBM CognosDisclosure Management or IBM Cognos Financial StatementReporting (FSR) in a SOX-compliant environment. The futureof the IBM disclosure management platform and Cognos TM1includes using Cognos TM1 for data collection, aggregationand analysis targeting specific notes. In this session, attendeeswill discuss how the data collection process works and whateconomies of scale they can expect with Cognos TM1 and therelevant IBM disclosure management product working together.Session Type: ProductLevel: Introductory1116Transitioning from GAAP to IFRS with IBMCognos ControllerSpeaker(s): Patrizio (Pat) Calitri, IBMThe emergence of a truly global economy and the linking ofworld capital markets have driven the need for global accountingstandardization. Companies all around the world have adoptedInternational Financial Reporting Standards (IFRS), while manyNorth American GAAP-based companies are considering IFRSadoption or dual reporting strategies. The IBM Cognos financialsuite offers disclosure management and financial reportingcapabilities to help companies manage the transition from GAAPto IFRS. And IBM Cognos Controller supports multi-GAAP andIFRS consolidation and reconciliation processes. Join us at thissession to discover how these solutions can help smooth yourtransition to international accounting standardization.Session Type: Industry TrendsLevel: Introductory
    • 24Vision2013 May 19-22, 2013Financial Governance and Disclosure Management1119Empowering the Office of Finance At FifthThird Bancorp with IBM Business AnalyticsSpeaker(s): Craig MacGibbon, Fifth Third BancorpLearn how and why the office of finance at Fifth Third Bancorp, aCincinnati-based institution with $122 billion in assets, replacedtheir existing consolidation, planning and budgeting solutions withIBM Cognos TM1 and IBM Cognos Business Intelligence. You’llalso learn how they built on their existing disclosure managementcapabilities through their continuing investment in IBM CognosFinancial Statement Reporting (FSR).Session Type: ProductLevel: Introductory1168Managing Financial and RegulatoryDisclosures with IBM Cognos SolutionsSpeaker(s): Zack Ibrahim, IBM; Oded Solomon, IBM; PrabjotCheema, IBMIn this informative, hands-on lab session, you’ll explore the use ofIBM Cognos solutions for managing your financial and regulatorydisclosures. You’ll learn about configuring security for usersand groups, creating reports and assigning template workflow,creating and configuring objects, populating objects with data(narrative or financial), automating through the use of variables,adding taxonomy, tagging and generating instance documents,producing EDGAR output and much more. By the end of thissession, participants will have a very good understanding of thevalue of Cognos solutions for disclosure management.Session Type: ProductLevel: Intermediate1191Accelerating Global Consolidations at Jabilwith IBM Cognos ControllerSpeaker(s): Ryan Dunlop, Jabil Inc.Join this session with electronics design and manufacturingcompany Jabil to learn how an automated solution for closeand consolidation can deliver greater control and time savingsfor your entire financial process. Hear Jabil’s business case forIBM Cognos Controller in the context of a global business withfacilities in 22 countries. Beyond currency conversion, you’ll seehow Jabil accommodates multiple source systems for a complete,airtight, and fast close. See how Cognos Controller, integratedwith IBM Cognos TM1 and IBM Cognos Business Intelligence,helps Jabil with their close process. Come to learn about theproduct for the first time or to discover new ways to get more fromyour existing investment in Cognos Controller.Session Type: ProductLevel: Intermediate1192How Cigna Uses IBM Cognos FinancialStatement Reporting (FSR) to Strengthen itsFinancial FoundationSpeaker(s): John McMonagle III, Cigna CorporationJoin us in this session to learn how Cigna, a global healthinsurance and health services company, uses IBM CognosFinancial Statement Reporting (FSR) in innovative ways toimprove its financial reporting process. You’ll learn how Cignauses Cognos FSR for basic reporting tasks and for other tasksyou may not have thought of. You’ll also hear about certain bestpractices that Cigna uses for XBRL Reporting, and how CognosFSR makes XBRL reporting easier.Session Type: ProductLevel: Intermediate
    • 25ibm.com/software/analytics/visionFinancial Governance and Disclosure Management1193Saving Time and Money at WacoInternational with IBM Cognos Controller andIBM Cognos FSRSpeaker(s): Louis Naude, Waco InternationalJoin this session to learn how Waco International, a SouthAfrica-based construction services company, expanded itsimplementation of IBM Cognos Controller to all of its IFRS-required disclosure and achieved dramatic results. You’ll hear howautomation reduced the preparation of group results from fivedays to two and how controls within Cognos Controller helpedthe company save an annual R1million (US$125k) in audit fees.You’ll hear about Waco’s plans to introduce IBM Cognos FinancialStatement Reporting (FSR) to enhance report integrity andstreamline statement preparation, with a goal of saving anotherR250,000 in annual audit fees. The session will also outline futureplans to use Cognos FSR for monthly operational managementaccountsSession Type: ProductLevel: Intermediate1202Learn how Addtech Leverages IBM Cognosfor its Group Management Reporting andConsolidationSpeaker(s): Jessica Norrman, Addtech AB; Martin Almgren,Addtech AB, Rickard Rygin, AddedoLearn how you can use IBM Cognos Controller for more than justfinancial consolidation. In this session, you’ll hear how Addtech, alarge technology trading company based in Stockholm, Sweden,uses Cognos Controller for both legal and management dataincluding sales and order statistics. Addtech consolidates theirdata in Cognos Controller, then lets it flow into IBM Cognos TM1and Cognos Controller Financial Analytics Publisher (FAP), wherethey create KPI’s, variance calculations, and more complexbusiness logic. This session will outline that process and alsoexplain how Addtech uses IBM Cognos Business Intelligence fordashboarding and the distribution of consolidated figures to alarge number of users.Session Type: ProductLevel: Intermediate
    • 26Vision2013 May 19-22, 20131039Better Sales Comp: Complex CompensationChallenges — The Hardest Roles to Design forin SalesSpeaker(s): Ted Briggs, Better Sales Comp Consultants; ClintonGott, Better Sales Comp ConsultantsMuch of today’s sales compensation planning is difficult andcomplex, especially for sales jobs that are outside the traditionalsales role. Join this informative, interactive session for tacticaladvice on addressing complex challenges in compensationplanning and designing effective plans for non-traditional salesjobs. This session covers topics including changing the base/incentive pay mix, introducing new performance measures andmoving from a ‘one-plan’ approach to job-specific plans. You’lllearn how to shift from commission/absolute-volume plans toquota-based plans, how to link compensation to profitable sellingand new product sales, plus plan design for ‘mega-account’managers and sales managers with multiple territories.Session Type: Best PracticesLevel: Intermediate1043The Cygnal Group: Creating a Global SalesCompensation Framework - BalancingStandards with FlexibilitySpeaker(s): Donya Rose, The Cygnal GroupGlobal businesses can benefit from a unified sales approach.But important differences in selling roles can remain, due tothe maturity of local markets and different pay practices andexpectations from one region to the next. Meanwhile, localleaders often feel strongly that features of their existing plans areessential to their success. Join this session to learn how a globalsales compensation framework can bring order to the chaos,standardizing many aspects of the sales plans while allowingfor local flexibility. You’ll learn about various dimensions of theframework including pay level vs. market, pay mix and leverage,incentive measures, performance ranges, incentive form andmechanics, and sales crediting and payment timing.Session Type: Best PracticessLevel: IntermediateSales Performance Management1049Expert Exchange: Managing Compensationin 2013Speaker(s): Fred Sass, IBMAssemble any group of sales operations and compensationprofessionals in a room, and you’re sure to hear about diverseexperiences and best practices and gain some valuableinsights. Join this lively group discussion to hear what differentorganizations are doing with their compensation practices tomeet strategic corporate objectives in 2013. The discussion willinclude compensation committees, managing the process ofplan approvals, key measures for evaluating the success of salespersonnel and review some of the goals and priorities attendeeshave for 2013. The session will be facilitated and include a panelof Cognos SPM customers.Session Type: Best PracticessLevel: Intermediate1052Customer Deployment Survey: A QuantitativeLook at IBM Cognos Sales PerformanceManagementSpeaker(s): Thomas Ott, IBMHear the results of the first customer deployment survey of2013, including topics such as customer profile information (size,industry, payee data statistics), system environment (cloud vs. on-premise, and integration with other systems), processing statistics(frequency of calculations, transaction volumes and paymentfrequency), implementation strategy (all-at-once vs. phased),reporting strategies, support models and more. You’ll learn aboutbest practices for system administration, including comparativeinformation on support staffing models and hear how othercustomers are maximizing the value of their investments in IBMsoftware.Session Type: Industry TrendsLevel: IntermediateSales performance management (SPM) and incentive compensation management (ICM) solutions deliverinsight for finance, sales, human resources, and IT line-of-business users. This track will showcase thetechnology that can help you streamline your SPM/ICM processes to increase operational efficiencies, reducerisk, administer compensation plans more effectively, drive desired sales behaviors, and align sales strategywith sales compensation programs. In addition, thought leaders, partners and customers will share informativeinsights about the constantly changing SPM/ICM market.
    • 27ibm.com/software/analytics/visionSales Performance Management1053What’s New and ‘In-the-Labs’ for IBM CognosIncentive Compensation ManagementSpeaker(s): Nathon Braymore, IBM; Paul Peters, IBMThe IBM Cognos Incentive Compensation Management solutionis used by hundreds of organizations worldwide, helping tocalculate compensation for millions of payees. In this session,you’ll see many new features and enhancements of the latestrelease and hear about the work being done ‘in-the-labs’. You’lllearn about user interface (UI) improvements that will makethe solution easier to use, more intuitive, and more productive,including Workflow Manager, which enables you to define yourunique business processes. You’ll hear about the customeruse cases that contributed to the development of these newcapabilities, and about the work being done in the labs for thenext step in the product roadmap.Session Type: ProductLevel: Advanced1054What’s New and ‘In-the-Labs’ for IBM CognosTerritory Management and IBM Cognos QuotaManagementSpeaker(s): Owen Brangwyn, IBM; Nathon Braymore, IBM;Mike Meisenheimer, IBMMore and more organizations are looking for ways to lower costs,reduce dependence on IT, and streamline complex businessprocesses. IBM Cognos Territory Management and IBM CognosQuota Management are cloud-based solutions that take aprescriptive approach to two business processes that can havesignificant complexity for many organizations. In this session,you will hear about the benefits of storing territories and quotasin one centralized location in the cloud and learn how the datacan integrate with your compensation solution and with othersystems. You’ll also learn about new features and enhancementsand gain an insight into the work being done ‘in-the-labs’.Session Type: ProductLevel: Advanced1058Why-When-How: Upgrading to IBM CognosIncentive Compensation Management V8.0Speaker(s): Yulian Suwanda, IBMEarly adopters of the IBM Cognos Incentive CompensationManagement solution have witnessed an amazing progression ofnew features, capabilities and enhancements over the years. Withthe release of Cognos Incentive Compensation ManagementV8.0, the journey continues. Attend this session to learn aboutnew features including Workflow Manager for meeting differentcustomer workflow requirements, an improved user interface andadditional reporting functionality and enhancements to streamlinecompensation-related business processes. You’ll hear about thekey benefits of upgrading as well as best practices and lessonslearned by customers who have completed the upgrade.Session Type: ProductLevel: Intermediate1059Advanced Presenter Reports in IBM CognosIncentive Compensation Management withSales Effectiveness ReportingSpeaker(s): Timothy Law, IBM; Christina Chang, IBMThe Presenter module of IBM Cognos Incentive CompensationManagement offers a rich array of features that enablebusinesses to report on the effectiveness of their sales force. Thissession describes how to create easy-to-manage, informativeand visually appealing reports, and shows you how to structure amodel to facilitate report design. The session will offer real-worldcase studies that showcase a variety of Presenter functions,including Data Stores, Charts, Pagination, and Drill-downs.You’ll learn how to localize reports for organizations with aglobal presence and hear tips and tricks to make life easier foradministrators. You’ll also learn about Input Forms and Validationsand see how to tie back to the Workflow Manager module.Session Type: ProductLevel: Intermediate
    • 28Vision2013 May 19-22, 20131060Integrating IBM Cognos IncentiveCompensation Management Data with OtherSystemsSpeaker(s): Nori Yumiyama, IBM; Khiem Le, IBMNewly deployed solutions often need to integrate with existingsystems and system architecture. And often there are hurdles toovercome in making these systems ‘speak the same language.’Join us to learn about addressing data integration challengesthat may arise when implementing IBM Cognos IncentiveCompensation Management and integrating data with upstreamand downstream systems such as CRM, ERP, HR and payroll.This session will cover non-relational database systems anddesign considerations for integration, generating effective datesduring data integration and utilizing the ‘time’ hierarchy. You’lllearn how to work with obscure date-based compensation rules,‘all time’ calendars, ETL processing, data modeling and more.Session Type: ProductLevel: Intermediate1061Lock it Down and Speed it Up -- Period/Model Locking in IBM Cognos IncentiveCompensation ManagementSpeaker(s): Ryan Ferguson, IBM; Greg Hartl, IBMAt the end of each period, compensation administrators needto ensure that commissions are calculated correctly, inquiriesare resolved, approvals are confirmed, and payments areprocessed. Then the period is ‘locked.’ Join this in-depth sessionto learn how to successfully implement a plan that includes teststrategies for locking in IBM Cognos Incentive CompensationManagement. You’ll hear about design strategies, implementationconsiderations and best practices to improve efficiency andboost performance. You’ll also learn how the period/modellocking feature works, and how to avoid the pitfalls in period/model locking.Session Type: ProductLevel: IntermediateSales Performance Management1062Shaw Industries’ Five-Year Journey fromIBM Cognos Incentive CompensationManagement to Extended SPMSpeaker(s): Valerie Knowles, Shaw IndustriesShaw Industries Group, a subsidiary of Berkshire Hathaway,is one of the world’s largest manufacturers of carpet, with 75plants operating in nine states. Shaw sought a better solutionfor managing incentive compensation and variable pay andimplemented IBM Cognos Incentive Compensation Management,deploying 26 complex plans for 2,000 payees in their commercialand residential lines of business. Attend this session to learnabout Shaw’s five-year journey and the positive impact thesolution has had on their business. You’ll learn about the factorsthat led Shaw to choose the Cognos solution and hear howShaw is extending it to other lines of business, including executivereporting, production scheduling, budgeting and forecasting.Session Type: Best PracticesLevel: Intermediate1064Sales Compensation Practices for Industries inTransformationSpeaker(s): Paul Vinogradov, The Alexandar Group; NatalieWolff, IBMLeading a sales organization is an exhilarating challenge,particularly in an industry undergoing tremendous change. Whenindustries transform, the sales organization often must leadthe way - balancing shifting customer needs with a company’sevolving offerings. Devising the right go-to-market strategyoften involves placing bets on new routes to market, new saleschannels, roles and selling tactics. And the sales compensationprogram is often where ‘the rubber meets the road’, guidingindividual sellers with incentives designed to reward the rightbehaviors and outcomes. In this session we will explore trendsand best practices in sales compensation in three industries intransformation: software, medical sales, and financial services.Session Type: Industry TrendsLevel: Intermediate
    • 29ibm.com/software/analytics/visionSales Performance Management1065Capital One: Best Practices for VendorSelection and Project DeploymentSpeaker(s): Deven Tasgaonkar, Capital One; Andrew Rupf, IBMCapital One offers financial products and services in the US, UKand Canada, and employs thousands of associates who are paidthrough variable incentive compensation programs. Capital Onerecently completed a rigorous evaluation process and selected anew compensation management system, which is currently beingdeployed. This session will highlight best practices for evaluatinga vendor, deploying the solution, and implementing a programgovernance and management structure. You will also hear howCapital One is managing project scope, prioritizing features, andhow the system is helping automate SOX compliance.Session Type: Best PracticesLevel: Intermediate1066IBM Cognos Incentive CompensationManagement V8.0: Workflow ManagerSpeaker(s): Paul Peters, IBM; Nadine Nesling, IBM; KimWilkinson, IBM; Stephane Raymond, IBMJoin us to experience firsthand the exciting new features andcapabilities of Workflow Manager in the newest release ofIBM Cognos Incentive Compensation Management V8.0.Facilitated as a step-by-step walkthrough focused on WorkflowManager, this session will demonstrate some of the mostcommon workflow use cases addressing many typical businessrequirements. Whether you are new to Cognos IncentiveCompensation Management or an experienced user, you willbenefit by attending this session. Follow along on a laptopcomputer as we take you through a set of instructions thatdemonstrate Workflow Manager.Session Type: ProductLevel: Advanced1067IBM Cognos Territory Management and IBMCognos Quota ManagementSpeaker(s): Owen Brangwyn, IBM; Nathon Braymore, IBM; KimWilkinson, IBM; Stephane Raymond, IBM; Brad Burnaman, IBMJoin us to experience firsthand the features and capabilitiesof the newest release of IBM Cognos Sales PerformanceManagement V3.0. During this step-by-step walkthrough ofIBM Cognos Territory Management and IBM Cognos QuotaManagement, you’ll see how you can help your organizationhandle the complexity of managing territory assignments,crediting and quota distribution. Whether you are new to CognosTerritory Management and Cognos Quota Management orare an experienced user, you will have a truly valuable learningexperience at this session. Follow along on a laptop computer aswe take you through a set of instructions to demonstrate solutionsto many of the most common challenges in territory and quotamanagement.Session Type: ProductLevel: Advanced1068Expert Exchange: Talk with the Consultantsabout your IBM Cognos ICM ImplementationChallengesSpeaker(s): Claytie Moorman, IBM; Ian Torres, IBM; Khiem Le,IBM; Ryan Ferguson, IBM; James Mulligan, IBMAre you faced with a challenging reporting requirement andnot sure how to address it? Are you planning to extend thereach of your implementation but unsure how to tackle multiplelanguages and/or currencies? Are you looking for best practicesand guidance for using multiple calendars to implement retro-adjustments? Or are you simply looking for ways to utilize yourIBM Cognos Incentive Compensation Management solution to itsfull potential? Whatever the question, this is your opportunity tofind answers while picking up some useful tips, tricks, and bestpractices. Come prepared with questions for a lively exchangebetween customers and experienced consultants.Session Type: ProductLevel: Advanced
    • 30Vision2013 May 19-22, 2013Sales Performance Management1069OpenSymmetry and Huntington Bank:Managing a Multi-phase Implementation ofIBM Cognos ICMSpeaker(s): Barbara Weigel, Huntington Bank; Luke Marciniak,OpenSymmetryJoin us for an interactive session to hear how HuntingtonBancshares, a diversified regional bank holding company,worked with OpenSymmetry, a global sales performancemanagement consulting firm, to transform the bank’s salesorganization with a multi-phase implementation of IBM CognosIncentive Compensation Management. You’ll learn about changemanagement strategies that were put in place to boost end-useradoption, mitigate risk and improve the overall implementationprocess. You’ll also hear how OpenSymmetry and Huntingtonare working together to plan for future challenges in regulationsand compliance, as well as future changes to the incentivecompensation plans and associated company strategies.Session Type: Best PracticesLevel: Intermediate1070Bank of the West: Managing Change—Business and System FlexibilitySpeaker(s): Gabriela Slivka, Bank of the West; Bruce Brown,Bank of the WestIn incentives, responding to change and maintaining flexibilityare key to keeping pace with changes in business strategy andkeeping employees motivated. Even when using a state-of-the-artsolution like IBM Cognos Incentive Compensation Management,managing change both from the business and within theincentive system can be challenging. Attend this session to learnhow the Bank of the West Regional Banking Group combinesits Incentives, HR Compensation, Business Leadership andTechnology groups to develop and roll out incentive plans. You’llhear how Bank of the West shortened development time andhow an unexpected change in business strategy just prior to theroll-out of a new incentive plan, changed the way future plans aredeveloped.Session Type: Best PracticesLevel: Intermediate1071Ventana Medical: Self-Implementation of IBMCognos ICM - from IT to FinanceSpeaker(s): Ann Bellomo, Ventana MedicalVentana Medical Systems, a division of Roche, is a world-leadingprovider of cancer diagnostic systems. After self-implementingthe IBM Cognos Incentive Compensation Management solutionover three years ago, the Ventana finance team continues tomaintain complete ownership of the incentive compensationprocess. When a customer self-implements the solution, you canbet they learn many valuable lessons along the way. Regardlessof whether you are just getting started or have experienced users,you’ll learn many useful tips and tricks in this session. Join us tolearn why the finance team choose to self-implement the Cognossolution, and hear some helpful considerations for administeringthe solution on a day-to-day basis.Session Type: ProductLevel: Intermediate1102Sales Performance Analytics: A Deloitte andIBM PerspectiveSpeaker(s): Anshul Gupta, Deloitte Consulting, LLC; BradBurnaman, IBMRecently, there has been a lot of talk about how analytics cantransform business processes and operations. But many types ofanalysis are primarily backward-looking and don’t provide insightinto the full value delivered by the sales force. In this session,business analysts and leaders in Finance, Sales, and SalesOperations will examine specific areas of sales performancemetrics and measurement that can be improved with betteranalytic techniques. You will learn about trends in advancedsales performance analytics, and techniques that are employabletoday, using IBM Sales Performance Management solutions andIBM Cognos Business Intelligence platforms, and you’ll see how,properly employed, they set the stage for predictive analytics.Session Type: Industry TrendsLevel: Intermediate
    • 31ibm.com/software/analytics/visionSales Performance Management1172How to Execute Common Workflow Use Casesin IBM Cognos Incentive CompensationManagementSpeaker(s): Paul Peters, IBM; Nadine Nesling, IBMJoin us for a demonstration and see how to set up and executefour of the most commonly requested workflow use cases withWorkflow Manager in IBM Cognos Incentive CompensationManagement. You’ll learn about: 1) profile and demographicinformation management, 2) notifications and approvals, 3)inquiries and disputes, and 4) forecasting and goal setting. Aspart of this session, you’ll also hear about how to design for thedesired outcomes, and the most important business drivers.Session Type: ProductLevel: Intermediate1176Sales Performance Management Keynote:Align Selling Resources and TransformVariable Pay ProcessesSpeaker(s): Mark Altshuller, IBM; Neil Whitney, IBMIn May of 2012, IBM acquired Varicent, a market leader in salesperformance management (SPM) software. Join us to hear aboutthe exciting changes that have taken place since the acquisitionand learn why SPM needs to be a critical element in your overallperformance management strategy. You’ll hear how companiesare transforming the processes and functions they use to managetheir sales teams, while avoiding costly surprises in variablecompensation, and doing it all with a level of efficiency andauditability necessary for reliable regulatory compliance. We’ll alsoshare news about the latest advances in IBM Sales PerformanceManagement solutions.Session Type: Best PracticesLevel: Applicable to All Audiences1182Workshop — Essentials for Better SalesCompensation Planning - Better Sales CompSpeaker(s): Robert Yurkutat, Branch Banking & Trust (BB&T);Marco Wong, IBMThis intensive and interactive half-day workshop will provideparticipants with a solid foundation in best practices for salescompensation planning, design and implementation. You willgain a better perspective on: clarifying sales strategy androle definition; plan design process; key design elementsand alternatives; and critical practices for successful planimplementation. The pros and cons of various plan designsand features will be highlighted to provide you with the workingknowledge you need to help your company assess and designmore effective plans and avoid common mistakes in salescompensation plan design.Session Type: Best PracticesLevel: Intermediate1185Branch Banking and Trust Company (BB&T):A Two-Year Implementation in Two ComplexLines of BusinessSpeaker(s): Robert Yurkutat, Branch Banking & Trust (BB&T);Marco Wong, IBMBB&T, a bank that operates more than 1,800 financial centers inthe U.S., chose IBM Cognos Sales Performance Managementin early 2011. BB&T selected two of its most complex lines ofbusiness to begin its implementation, each of which presentedits own set of challenges. This session will focus on the lessonslearned during an almost two-year implementation, includingdata and plans, functionality, resource constraints, and schedulerevisions. In this session, you’ll gain a realistic client perspectiveon both internal and external challenges and solutions, tohelp you set realistic expectations and establish successfulpartnerships. You will also hear about some product capabilitiesthat supported this successful implementation and go-live.Session Type: Best PracticesLevel: Intermediate
    • 32Vision2013 May 19-22, 20131158Customized Risk Services: How FinancialInstitutions Can Outperform the Competitionwith-Cloud SolutionsSpeaker(s): George Catanese, Raymond James Financial;Andrew Aziz , IBMEffective financial risk management starts with data andends in insight for risk aware decision-making. A number oftransformation stages from raw data, to derived data, to simulateddata to risk reporting are required, with multiple configurationchoices at each stage. Often firms must choose betweenexpensive, in-house installations and “black-box” ASP solutions.But each firm has different capabilities and objectives, so suchstark choices are increasingly outdated. Leading firms areseeking greater flexibility and interchangeability at different stagesof the transformation journey. This session demonstrates on-cloud risk solutions that can be tailored to the specific needs ofindividual firms. It also includes a client case study.Session Type: Best PracticesLevel: IntermediateRisk Management1159Pricing and Valuation of AlternativeInvestmentsSpeaker(s): Roman Chorneyko, IBMThe investment community has fundamentally changed inthe last 10 years. Low interest rates and flat equity returns areforcing investors to look for yield in different places. Unavoidably,investments that provide higher returns involve assuming morerisk. These potentially higher-return markets include emergingmarkets, illiquid markets, real estate, private investments andother areas that do not have standard models or available data. Inthis session, we will look at some of these investment types andthe considerations and consequences for the enterprise-wide riskpicture.Session Type: Industry TrendsLevel: IntermediateBuy-side Risk ManagementBuy-side institutions – those involved in the purchase of financial instruments for clients or for their ownaccounts, including insurers, pension funds, asset managers, hedge funds, wealth managers and assetservices – are now more interconnected than ever. Two key factors have combined to bring this about – the tideof new regulation and the low-yield market environment. Sessions in this track will focus on how to use IBM riskanalytics to manage higher risk investments, maintain regulatory readiness, provide greater transparency andenable more risk-aware decisions.This track demonstrates how the combined risk management capabilities of IBM Algorithmics and IBMOpenPages solutions can help your company achieve profitable growth and address the increasing demandsfor regulatory compliance in today’s volatile and complex marketplace. You’ll learn from risk and complianceprofessionals how to increase return on capital by making risk-informed decisions on capital allocation whilequalifying for regulatory incentives under Dodd-Frank, Basel II, Basel III and Solvency II. See how you can assuresenior management that top-line and bottom-line performance goals are being met, legal requirements areadhered to and brand equity is protected.
    • 33ibm.com/software/analytics/visionRisk ManagementBuy-side Risk Management1160Regulatory Readiness: The Impact of NewRegulation on the Buy-side and How to Rise tothe ChallengeSpeaker(s): Curt Burmeister, IBM; Martin Botha, IBM; AndrewAziz, IBMNew regulations are affecting asset owners, managers andservicers. We will look at the “interconnectivity of risk” and whatit means. You’ll hear about the global shift in insurance towardsrisk-based solvency regimes, eg, RMORSA in the US, SolvencyII in Europe and beyond. Leading insurers are building newcapabilities to be “regulatory ready” and help transform theirbusinesses. Improved risk transparency and reporting is key inthis new environment and asset managers need to be ready torespond to demands from regulators and clients.Session Type: Industry TrendsLevel: Intermediate1161Managing Both Sides of the Balance Sheet:How Matching Assets and Liabilities Drivesthe Investment AgendaSpeaker(s): Curt Burmeister, IBMRisk-based solvency capital regimes, the need to optimizeavailable capital, and greater market volatility are all contributingto the increased need to improve management of both sides ofthe balance sheet. Traditionally, performance and other technicalissues have led to the use of different methods for proxyingliabilities. This session will highlight a new approach to “native” orfull valuation of assets and liabilities in some common valuationtasks. A practical evaluation of different methods for modelingassets and liabilities will be presented to show the differences inrisk and what might be missed as a result. You’ll learn about thekey benefits of full asset and full liability modeling and see theadded value of such an approach.Session Type: Best PracticesLevel: Intermediate1169Investigative Risk Analysis with IBM Algo OneRisk and Financial Engineering WorkbenchSpeaker(s): Christina Sivarajan, IBMThe IBM Algo One Risk and Financial Engineering Workbenchprovides a powerful new workspace for investigative riskanalysis. In this hands-on lab session, market and credit riskmanagers, investment managers and analysts will experiencethe intuitive and interactive capabilities of IBM Algo One Riskand Financial Engineering Workbench. You will see how it canimprove communication and collaboration between teams of riskinvestigators. You will track the path from output to input data,expand risk measures to locate key contributing factors andscenarios, annotate sessions with key findings, share commentswith other users to collaborate on investigations and test variousstrategies for mitigating risk.Session Type: ProductLevel: Intermediate
    • 34Vision2013 May 19-22, 2013Risk ManagementSell-side Risk ManagementSell-side institutions — those involved in the selling of financial instruments, including banks and financial marketfirms — face evolving global markets and a more stringent regulatory landscape. Sessions in this track will drawon experience with clients from around the world in achieving an integrated risk management environmentthat facilitates strategic planning and regulatory compliance while providing greater returns through risk-awaredecisions, comprehensive counterparty management and real-time pricing.1153Trends, Risks and Opportunities in CollateralManagementSpeaker(s): Mark Jennis, DTCC; John W. Straley, DTCCRegulators and participants in the over the counter (OTC)derivative market agree that collateral management practicesmust migrate to more scalable margin processes in order toreduce systemic risks. Managing margin call volumes, forecastingfunding requirements, coping with increasing liquidity drain andmanaging the settlement and safekeeping of collateral haveall become major pain points for risk managers and regulatorsseeking to increase transparency. This session will cover trends incollateral management processing for both cleared and bilateralOTC derivatives and explore future risks and opportunities forthe industry. Hear how DTCC, as an industry utility, works withparticipants to develop solutions to address these challenges.Session Type: Best PracticesLevel: Intermediate1154Optimization of Everything: AligningAnalytics and Operations for CapitalEfficiencySpeaker(s): David Wechter, IBMFinancial markets are going through a period of unprecedentedchange, pressured by regulatory reforms under Basel III, theDodd-Frank Act, EMIR, and others. Firms have responded byrefocusing on their fundamentals, investing in new approaches formaximizing the use of available capital and return on capital. Thissession will discuss how smarter analytics can support tradingdecisions that improve yields from scarce resources and howcollateral management is evolving to address the demand fromincreased requirements. You’ll learn how coordinating decisionsacross the back, middle and front offices can provide banks anopportunity to reduce capital costs and increase returns in waysthat mitigate the profitability impacts of banking reform.Session Type: ProductLevel: Intermediate1155Going Global with Legal Entity Identifier (LEI)DefinitionsSpeaker(s): Marlene McMahon, Society for Worldwide InterbankFinancial Telecommunication (SWIFT)Regulators are demanding more transparency in over thecounter (OTC) derivatives trades, which is driving the demandfor a new Legal Entity Identifier (LEI) to standardize the entity IDsused for transaction reporting and by systems. This approachhas gained significant momentum in the U.S., and is now beingglobally adopted. The LEI will become an unambiguous referenceto enable systems to effectively map entities. Join us at thissession to explore how the LEI could provide more efficientcommunication between market participants. Hear about thebenefits of LEI for risk management and learn about the impact ofLEI on financial institutions in the U.S. and internationally.Session Type: Best PracticesLevel: Introductory
    • 35ibm.com/software/analytics/visionRisk ManagementSell-side Risk Management1156Clearing Trades Under Emerging RegulationsSpeaker(s): Michael Kobida, CME GroupClearing guidelines from the U.S. Commodity Futures TradingCommission (CFTC) will soon come into effect for Category2 entities in the U.S., which covers commodity pools, privatefunds, and persons predominantly engaged in activities thatare in the business of banking. In this session, you will learnabout the current state of the market for derivatives and futures,and hear how emerging regulations are expected to affect riskmanagement for cleared trades over the trading life cycle.Session Type: Best PracticesLevel: Introductory1169Investigative Risk Analysis with IBM Algo OneRisk and Financial Engineering WorkbenchSpeaker(s): Christina Sivarajan, IBMThe IBM Algo One Risk and Financial Engineering Workbenchprovides a powerful new workspace for investigative riskanalysis. In this hands-on lab session, market and credit riskmanagers, investment managers and analysts will experiencethe intuitive and interactive capabilities of IBM Algo One Riskand Financial Engineering Workbench. You will see how it canimprove communication and collaboration between teams of riskinvestigators. You will track the path from output to input data,expand risk measures to locate key contributing factors andscenarios, annotate sessions with key findings, share commentswith other users to collaborate on investigations and test variousstrategies for mitigating risk.Session Type: ProductLevel: Intermediate1207Clear Pressure: Overcoming ObstaclesImproving Your Return on to CapitalSpeaker(s): Scott Linden, BNY MellonWith looming implementation timelines for regulatory reformsworldwide, banks are in a race to cope with further scarcity ofcapital and liquidity by reshaping their most capital-intensivebusinesses. Attend this panel discussion to learn about stepsthat financial institutions can take to optimize their operationsand decision making processes in the face of pressure fromnew global liquidity rules. Attendees will hear how banks canovercome the obstacles presented by new collateral postingobligations and eligibility, new eligibility criteria for risk-weightedassets, emerging clearing and bilateral margining regimes, andincreasingly expensive funding sources.Session Type: Best PracticesLevel: Introductory
    • 36Vision2013 May 19-22, 2013Risk ManagementCross-industry Risk ManagementAs corporate risk management and compliance strategies continue to mature, organizations that adopt tightlyintegrated risk management strategies can greatly increase their business performance while reducing lossesand protecting investors and the corporate brand. In this track, attendees will learn how organizations can gaina holistic view of risk and embed risk management and governance into the corporate culture, making businessprocesses more effective while providing senior management with the assurance that top-line and bottom-lineperformance goals are being met, legal requirements are being adhered to, and brand equity is protected.1009ING Bank and the Road to Real RiskConvergenceSpeaker(s): Marloes den Boogert, ING BankThis session will guide you through the three-year journey ofING Bank implementing and using the IBM OpenPages GRCsolution. This session will offer a perspective on the solutionimplementation, but more importantly, on the impact on theorganization and the organizational changes experienced duringthe process. You’ll learn how ING is now addressing new areaslike risk convergence, non-financial risk dashboarding, KRI’s,etc. You’ll also hear about the experience of upgrading from IBMOpenPages version 5.5 to version 6.0.Session Type: Best PracticesLevel: Intermediate1015Smarter Risk Analytics for Operational and ITRisk MitigationSpeaker(s): Paul Leonhirth, IBMHow are leading financial services firms beginning to utilize bigdata for IT risk and security intelligence? Attend this session tosee how smarter risk analytics can help financial firms addressthe emerging threat landscape for actionable intelligence. You’llalso see how risk analytics can be used to reduce costs andimprove operational effectiveness in the operational risk and ITrisk domains.Session Type: Industry TrendsLevel: Intermediate1026Delivering Stronger Business Insight throughan IBM Algo Integrated Risk DashboardSpeaker(s): Diane Reynolds, IBMJoin us at this session to learn how the IBM Algo Integrated RiskReporting Manager (IRRM) helps risk, finance and businessexecutives drive better decision-making through stronger riskinsights in a business context. Built on market-leading IBMcomponents, this solution helps users articulate a consolidated,consistent, and trusted view of risk across a banking organization.You’ll learn how this solution provides insights into therelationships between different types of risk and between risk andfinance reporting.Session Type: Industry TrendsLevel: Introductory1038Integrating Operational, Compliance and SOXRisk Management at SunTrust BankSpeaker(s): John Downey, SunTrust Banks, Inc.Join us in this session to learn how Sun Trust Bank integrated itsvarious risk management disciplines, including operational risk,compliance risk, financial reporting and Sarbanes-Oxley (SOX)risk, using the IBM OpenPages GRC Platform. You’ll learn why asingle software application enables you to manage all of theserisk disciplines more easily.Session Type: Tips & TechniquesLevel: Intermediate
    • 37ibm.com/software/analytics/vision1094Implementing the IBM OpenPages GRCPlatform for Compliance at Union Bank, N.A.Speaker(s): Jeffrey Bennett, Union Bank, N.A.This session examines the successful implementation of the IBMOpenPages GRC Platform at Union Bank N.A., a $90B financialinstitution. You’ll learn how the OpenPages solution contributedto a stronger compliance risk management program and hear ananalysis of the implementation, from development to deployment,including benefits, challenges, and key lessons learned. You’lllearn about the OpenPages compliance ecosystem, whereenterprise-wide regulatory requirements intersect with keycontrols, test results, risk assessments, and managementreporting to provide a 360-degree view of compliance risk. You’llalso get a look at the bank’s future roadmap, and you can joinin an open discussion about your own GRC platform needs andexperiences.Session Type: Best PracticesLevel: Intermediate1132Expert Exchange: Regulatory ComplianceRoundtableSpeaker(s): Patrick O’Brien, IBM; Nayan Kale, IBMIn this lively roundtable discussion, participants will join IBMexperts to discuss a range of compliance-related topics. You’lltalk about management of the regulatory change process,different approaches that organizations can take for complianceassessment, and many other critical compliance issues.Session Type: Best PracticesLevel: Intermediate1133IBM OpenPages Plenary Session: DrivingInsight and Better Decision Making with GRCPlatformsSpeaker(s): Patrick O’Brien, IBM; Richard Hanagan, IBM;Gordon Burnes IBMMany companies have turned to governance, risk and compliance(GRC) platforms to consolidate different risk and complianceactivities onto a single platform, providing process efficiencies inboth data collection and reporting. But what about driving insightand smarter decision making? Innovative approaches to analysisare enabling business users to gain better insight into their risklandscape. In this keynote, Gordon Burnes and Patrick O’Brienwill discuss the latest advances in IBM OpenPages productsand how companies are moving beyond compliance to thenext generation of GRC to drive deeper insight and make betterbusiness decisions. This keynote will also include a customerpanel featuring leading risk practitioners.Session Type: Best PracticesLevel: Intermediate1135How IBM OpenPages Solutions Aid StrategicDecision Making at Carolinas HealthCareSystemSpeaker(s): Kris Shepard, Carolinas HealthCare SystemJoin us for a conversation about using the IBM OpenPagessolution for enterprise risk management and informed strategicdecision making. In this session, you will see how the CarolinasHealthcare System has structured its OpenPages solutionto support enterprise risk management initiatives, enablingsenior executives and other managers to better understand theobstacles and opportunities facing the organization. The sessionwill be interactive and provide a forum for discussing how thesoftware can improve the “risk intelligence” of decision makers.Your participation will help us explore how the OpenPagessolution can help management address the most critical issuesfacing organizations in an increasingly complex businessenvironment.Session Type: Best PracticesLevel: IntermediateCross-industry Risk ManagementRisk Management
    • 38Vision2013 May 19-22, 20131136Data Quality and Analytics — Which Is theChicken and Which Is the Egg?Speaker(s): Tony Petkovski, Commonwealth Bank of AustraliaHow would you rate the quality of data for each of the elementsin your operational risk framework? Is the data accurate andtimely or are you making decisions based on flawed information?At this session, you will learn how the Commonwealth Bank ofAustralia’s investment in the IBM OpenPages GRC Platform ishelping to strengthen the quality of the bank’s operational riskdata, driving better quality analytics, reporting and decisionmaking. This presentation will show you how GRC datacan provide valuable information relating to the efficiency ofoperational risk functions and how the risk team can be seen asan enabler of business rather than as an overhead expense.Session Type: Best PracticesLevel: Intermediate1140Expert Exchange: Ask the IBM Open PagesEngineersSpeaker(s): Brian Laskey, IBM; Tejas Parikh, IBM; David Oldfield,IBM; Mikhail Braude, IBM,Join this session for a chance to speak directly to the IBMOpenPages engineering leaders. You can ask about theoperational details of a specific OpenPages feature, share youruse cases, discuss pain points, and make suggestions for futureimprovements. Designed as a forum, this session will provide avibrant knowledge exchange among all attendees. Inevitably,many of the other attendees have dealt with similar issues, so youwill not only receive thoughtful responses from the OpenPagesteam, but from your fellow customers as well. Bring yourquestions and share your feedback!Session Type: ProductLevel: Intermediate1170Authoring Better IBM OpenPages GRCPlatform Reports with IBM Cognos BusinessIntelligenceSpeaker(s): Patrick O’Brien, IBM; Steven Sooby, IBM; SashaMaybury, IBMCreating concise, well performing reports should be the goal ofevery report author. IBM Cognos Business Intelligence has theprofessional report authoring applications that business analystsneed to extract and display data from the IBM OpenPages GRCPlatform. This session will explore some of the applications in theCognos suite that can be used to create a variety of reports usingdata from the IBM OpenPages GRC Platform.Session Type: ProductLevel: Intermediate1196Best Practices with the IBM OpenPages GRCPlatformSpeaker(s): Robert Shapiro, IBMAttend this session to hear directly from IBM OpenPagessolution architects and the product management team aboutthe deployment and use of the IBM OpenPages GRC Platform.Learn how your organization can use this fully integrated solutionto manage enterprise-wide governance, risk and complianceinitiatives. The team will cover a wide range of topics and bestpractices and show you how to get the most out of this powerfulsolution.Session Type: ProductLevel: Intermediate1197Managing IT Risk and Compliance with IBMOpenPages IT GovernanceCross-industry Risk ManagementRisk Management
    • 39ibm.com/software/analytics/visionCross-industry Risk ManagementSpeaker(s): Peter Savin, IBMAlthough businesses have long understood the importance ofthe IT operating environment to the health of business processexecution, evaluating IT risk in the context of its full businessimpact continues to be a significant challenge. In this session,you will learn how organizations can use IBM OpenPagesIT Governance to effectively track, measure, and evaluate IToperating environment events and incidents and make moreinsightful, risk-aware decisions. You will learn how to maptechnical assessments of IT risk to their potential businessimpacts. The session will also cover the linking of IT incidents andvulnerabilities to assets; the linking of assets to IT services; andthe linking of IT services to business processes and risks.Session Type: ProductLevel: Intermediate1198 Special Industry Analyst FeatureBuilding GRC Success with the Power ofCustomer ExperienceSpeaker(s): Chris McClean, Forrester Research, Inc.The most sophisticated, well-developed governance, risk andcompliance (GRC) program in the world cannot succeed withoutbuy-in and participation from the rest of the organization. Youneed stakeholders and subject matter experts to identify risks,evaluate controls, respond to issues and make decisions. Thissession will explore how GRC programs can employ bestpractices from customer experience professionals to foster activeengagement — creating an environment where employees wantto participate in the GRC process and embed it in their standardoperating procedures. Join us to hear what GRC professionalscan learn from their customer experience counterparts and howyou can make GRC processes not just easier to use, but moreuseful.Session Type: Industry TrendsLevel: Introductory1199IBM OpenPages Enterprise IssuesManagement Implementation — FromConcept to DeploymentSpeaker(s): H. Humphrey Mckenzie, AllyThis session examines how IBM OpenPages solutions can besuccessfully deployed to achieve a strong, enterprise-wide issuemanagement program. You’ll hear an implementation analysis,starting from the initial concept to design and final deployment,and review the benefits, challenges, and key lessons learned.You’ll learn about the best approaches to using OpenPagessolutions and see where enterprise-wide issue management canprovide greater visibility into issue themes, issue risk appetiteand other key areas of concern. You’ll also get a look at the futureroadmap for OpenPages solutions, including alignment with otheroperational risk framework components, including losses, riskassessments, and more.Session Type: Best PracticesLevel: Introductory1203The Evolution of Risk Management and IBMOpenPages Solutions at Russell InvestmentsSpeaker(s): Ty Wantanabe, Russell Investments; SondraMangan, Russell InvestmentsRussell Investments has undergone tremendous change since2008 and the advent of the financial crisis. In response to thesechanges, Russell implemented an IBM OpenPages solution inthat same year to support its risk management functions, whichwere affected by new regulations, organizational changes andnew businesses. This session will provide a history of Russell’simplementation of the OpenPages solution, the evolution of itsuse by various risk management functions, and where Russellsees it supporting the company’s future growth. Learn howthe OpenPages solution is used by functions such as riskmanagement, internal audit, SOX, and compliance and hear aboutthe challenges of moving toward a more converged framework.Session Type: Best PracticesLevel: IntermediateRisk Management
    • 40Vision2013 May 19-22, 2013Operational Risk ManagementManaging the multitude of risks that can affect business performance is one of the most significant challengesfacing global organizations today. Uncertain times and a volatile economic climate continue to add to theinternal and external challenges that threaten corporate well-being. These challenges include internal andexternal fraud, employee errors, damage to physical assets by natural or man-made causes, systems failures,and more. Sessions in this track will demonstrate how operational risk management software arms decisionmakers with tools to fully understand and interpret valuable business data pertaining to internal systems andprocesses and other key metrics that affect organizational value and growth.Risk Management1019From Natural Disaster to “Man-Made”Disaster — Business Continuity Planning withAlgo FIRSTSpeaker(s): Laura Polak, IBMThe calendar years of 2011 and 2012 saw a variety ofnatural disasters that caught the banking, insurance andbusiness communities unawares. Many of these companiesunderestimated the toll that these events would take on theirbusinesses. Additionally, there were a variety of “man-madedisasters” in the form of events that sprung out of trading,judgment or strategy errors. This session will introduce you to IBMAlgo FIRST, a database of more than 11,000 detailed external riskcase studies, which can help insurance providers and financialinstitutions proactively manage operational and enterprise riskSession Type: Best PracticesLevel: Intermediate1032Zurich’s RACE to 360 Degrees of RiskManagement in 360 Days with IBMOpenPages SolutionsSpeaker(s): Reto Schlaepfer, Zurich Insurance GroupHaving all of your qualitative risk and control information in oneplace is critical for several reasons. First, it drives consistent dataand processes to support internal and external requirements.Second, it enables you to turn data into insight and insight intoaction. Finally, it is instrumental to supporting best practices inEnterprise Risk Management. In this session, you’ll hear aboutthe global insurance company Zurich and its twelve-monthexperience in implementating the IBM OpenPages solution (calledRACE - Risk and Control Engine). Zurich and IBM will sharehighlights, challenges and perspectives.Session Type: Best PracticesLevel: Intermediate1129Incorporating Risk Thinking into All YourDecision MakingSpeaker(s): John Hagerty, IBMAs the emphasis in Business Analytics shifts from mechanicsto outcomes, decision makers want more than absolute, up-or-down performance indicators. They want metrics thatincorporate risk, reflecting a balanced view of business andoperational performance. In this session, you’ll learn how to viewrisk from an analytics perspective and hear about best practicesfor aggregating your firm’s overall risk exposure and ways toensure that this information is factored into all decision-makingactivities, be they automated or human-driven.Session Type: Industry TrendsLevel: Intermediate
    • 41ibm.com/software/analytics/visionRisk Management1130Answering Risk Management Questions inReal Time at the Macquarie GroupSpeaker(s): Fiona Walkerden, Macquarie Group LimitedWith the IBM OpenPages solution, business users at theMacquarie Group can find real-time answers from live data tothe risk management questions that are keeping them up atnight. The solution’s ad hoc reporting equips management withthe ability to monitor, analyze and make decisions about riskmanagement concerns as and when they need. Business usersare no longer dependent on pre-canned reports or IT to developreports they need right away, and their reports can include thelatest updates to their data.Session Type: Best PracticesLevel: Intermediate1131Expert Exchange: Operational RiskRoundtableSpeaker(s): Patrick O’Brien, IBM; Ian Francis, IBMJoin us for this interactive roundtable discussion, which bringstogether IBM OpenPages experts and customers to discussimportant use cases and trends in operational risk. Participantswill discuss a wide range of topics, including risk assessmentmethodologies, scenario analysis, end user reporting and makinguse of external loss event data.Session Type: Best PracticesLevel: IntermediateOperational Risk Management1133IBM OpenPages Plenary Session: DrivingInsight and Better Decision Making with GRCPlatformsSpeaker(s): Patrick O’Brien, IBM; Richard Hanagan, IBM;Gordon Burnes IBMMany companies have turned to governance, risk and compliance(GRC) platforms to consolidate different risk and complianceactivities onto a single platform, providing process efficiencies inboth data collection and reporting. But what about driving insightand smarter decision making? Innovative approaches to analysisare enabling business users to gain better insight into their risklandscape. In this keynote, Gordon Burnes and Patrick O’Brienwill discuss the latest advances in IBM OpenPages productsand how companies are moving beyond compliance to thenext generation of GRC to drive deeper insight and make betterbusiness decisions. This keynote will also include a customerpanel featuring leading risk practitioners.Session Type: Best PracticesLevel: Intermediate1134How IBM OpenPages Supports the Aviva RiskManagement Framework for All Business UnitsSpeaker(s): Jerome Sebart, AVIVA; Michael Sicsic, AVIVAThis session discusses the implementation of an out-of-the-box IBM OpenPages solution to support the risk managementprocess at multinational insurance company, Aviva. You will learnhow a phased implementation has helped in the deployment ofthe tool among the different business units. And you’ll learn how,by ensuring a continuous improvement of the different objects ofthe tool (risk events, risks, controls, etc.), the OpenPages solutioncontributed to the development of a stronger risk culture withinAviva.Session Type: Best PracticesLevel: Intermediate
    • 42Vision2013 May 19-22, 20131138Using IBM OpenPages Solutions to GainInsight on Risk at Suncorp GroupSpeaker(s): Richard McCulloch, Suncorp, Lisa Webb, IBMSuncorp Group is a leading provider of general insurance,banking, life insurance and superannuation products inAustralia and New Zealand. Suncorp has approximately 16,000employees and relationships with nine million customers.Suncorp implemented an IBM OpenPages solution to providea single, integrated view of risk across the group. This sessionwill provide an insight into the challenges that the organizationovercame in the implementation of an integrated solution acrossa diverse business model. You’ll learn how Suncorp is usingthe OpenPages solution to help build a culture with a greaterunderstanding of risk and you’ll hear about the opportunities it isnow presenting to the organizationSession Type: Best PracticesLevel: Intermediate1139Accessing IBM OpenPages Data andIntegrating with External SystemsSpeaker(s): Adi Sakala, IBM; Dominic Roy, IBMThis workshop will provide a functional overview of what’s “in thelabs” for the IBM OpenPages solution and explain how a possiblenew Public API could be used by your own IT department forintegrations and extensions. You will see examples of how thisnext generation interface could programmatically move datafrom external systems into the OpenPages solution and howthe proposed interface may address a broad set of custom-usescenarios in your implementation.Session Type: Tips & TechniquesLevel: IntermediateRisk ManagementOperational Risk Management1170Authoring Better IBM OpenPages GRCPlatform Reports with IBM Cognos BusinessIntelligenceSpeaker(s): Patrick O’Brien, IBM; Steven Sooby, IBM; SashaMaybury, IBMCreating concise, well performing reports should be the goal ofevery report author. IBM Cognos Business Intelligence has theprofessional report authoring applications that business analystsneed to extract and display data from the IBM OpenPages GRCPlatform. This session will explore some of the applications in theCognos suite that can be used to create a variety of reports usingdata from the IBM OpenPages GRC Platform.Session Type: ProductLevel: Intermediate1210Sneak Peek: What’s “In the Labs” for the IBMOpenPages GRC PlatformSpeaker(s): John Lundgren, IBM; Rola Shaar, IBM; RobertShapiro, IBMIn this technology preview, you’ll hear about the latest advances inthe IBM OpenPages GRC Platform and see how IBM OpenPagesis adapting to meet the evolving requirements of enterpriseGRC deployments. You will get a sneak peek at possible futurecapabilities that could offer end users new and simpler ways toperform GRC tasks and gain greater insight into their risk andcompliance data.Session Type: ProductLevel: Intermediate
    • 43ibm.com/software/analytics/vision1022Faster, Simpler Solution Design with IBMCognos TM1 Performance ModelerSpeaker(s): Andy Nelmes, IBM; Stephen Brook, IBMIn this hands-on workshop, you will design, build and deploya planning and analysis solution with IBM Cognos TM1Performance Modeler and IBM Cognos Insight software. CognosTM1 Performance Modeler is a new modeling tool for CognosTM1, which provides a guided process for modeling and enablesrapid prototyping, especially for users with no prior familiaritywith Cognos TM1. You’ll learn how to use simple, spreadsheet-like calculations and graphical links to move data betweencubes. Experienced Cognos TM1 users will find that they are stillable to access the power of Cognos TM1 rules and they’ll seeenhancements to features such as Cognos TM1 TurboIntegratorediting.Session Type: ProductLevel: Intermediate1066IBM Cognos Incentive CompensationManagement V8.0: Workflow ManagerSpeaker(s): Paul Peters, IBM; Nadine Nesling, IBM; KimWilkinson, IBM; Stephane Raymond, IBMJoin us to experience firsthand the exciting new features andcapabilities of Workflow Manager in the newest release ofIBM Cognos Incentive Compensation Management V8.0.Facilitated as a step-by-step walkthrough focused on WorkflowManager, this session will demonstrate some of the mostcommon workflow use cases addressing many typical businessrequirements. Whether you are new to Cognos IncentiveCompensation Management or an experienced user, you willbenefit by attending this session. Follow along on a laptopcomputer as we take you through a set of instructions thatdemonstrate Workflow Manager.Session Type: ProductLevel: AdvancedHands-on Labs1067IBM Cognos Territory Management and IBMCognos Quota ManagementSpeaker(s): Owen Brangwyn, IBM; Nathon Braymore, IBM; KimWilkinson, IBM; Stephane Raymond, IBM; Brad Burnaman, IBMJoin us to experience firsthand the features and capabilitiesof the newest release of IBM Cognos Sales PerformanceManagement V3.0. During this step-by-step walkthrough ofIBM Cognos Territory Management and IBM Cognos QuotaManagement, you’ll see how you can help your organizationhandle the complexity of managing territory assignments,crediting and quota distribution. Whether you are new to CognosTerritory Management and Cognos Quota Management orare an experienced user, you will have a truly valuable learningexperience at this session. Follow along on a laptop computer aswe take you through a set of instructions to demonstrate solutionsto many of the most common challenges in territory and quotamanagement.Session Type: ProductLevel: Advanced1168Managing Financial and RegulatoryDisclosures with IBM Cognos SolutionsSpeaker(s): Zack Ibrahim , IBM; Oded Solomon, IBM; PrabjotCheema, IBMIn this informative, hands-on lab session, you’ll explore the use ofIBM Cognos solutions for managing your financial and regulatorydisclosures. You’ll learn about configuring security for usersand groups, creating reports and assigning template workflow,creating and configuring objects, populating objects with data(narrative or financial), automating through the use of variables,adding taxonomy, tagging and generating instance documents,producing EDGAR output and much more. By the end of thissession, participants will have a very good understanding of thevalue of Cognos solutions for disclosure management.Session Type: ProductLevel: IntermediateHere’s an exceptional opportunity for you to get intensive, classroom-quality training delivered by our team ofhighly experienced professionals. Each session lets you take a deep dive, exploring and interacting directly withlive software through hands-on training exercises and workshops. Every year, clients who attend these sessionstell us they can’t wait to get back to their workplace and apply what they’ve learned. Session times vary.
    • 44Vision2013 May 19-22, 20131169Investigative Risk Analysis with IBM Algo OneRisk and Financial Engineering WorkbenchSpeaker(s): Christina Sivarajan, IBMThe IBM Algo One Risk and Financial Engineering Workbenchprovides a powerful new workspace for investigative riskanalysis. In this hands-on lab session, market and credit riskmanagers, investment managers and analysts will experiencethe intuitive and interactive capabilities of IBM Algo One Riskand Financial Engineering Workbench. You will see how it canimprove communication and collaboration between teams of riskinvestigators. You will track the path from output to input data,expand risk measures to locate key contributing factors andscenarios, annotate sessions with key findings, share commentswith other users to collaborate on investigations and test variousstrategies for mitigating risk.Session Type: ProductLevel: IntermediateHands-on Labs
    • 45ibm.com/software/analytics/vision1035Driving the CFO Agenda across the Enterprise:A hands-on Business Analytics ExperienceWorkshopSpeaker(s): Kendrick Heath, IBM; Torben Noer, IBM; DebraEichten, IBM; Tim Greenfield, IBM; Gino Palozzi,The Business Analytics Experience Workshop demonstrateshow the CFO agenda contributes to superior performance acrossthe enterprise. In this hands-on workshop for finance executivesand other senior decision makers, attendees assume executiveroles within a fictitious company. Using integrated enterpriseinformation, participants will see how to achieve better alignmentof strategic, financial and operational plans as they applypowerful variance and what-if scenario analysis. Working throughsophisticated business simulation modules, the participantslearn how analytics provide business insights that help drivesmarter decisions, improve finance efficiency and promote betteroutcomes.Session Type: Best PracticesLevel: Introductory1139Accessing IBM OpenPages Data andIntegrating with External SystemsSpeaker(s): Adi Sakala, IBM; Dominic Roy , IBMThis workshop will provide a functional overview of what’s “in thelabs” for the IBM OpenPages solution and explain how a possiblenew Public API could be used by your own IT department forintegrations and extensions. You will see examples of how thisnext generation interface could programmatically move datafrom external systems into the OpenPages solution and howthe proposed interface may address a broad set of custom-usescenarios in your implementation.Session Type: Tips & TechniquesLevel: IntermediateWorkshop SessionsVision 2013 offers a series of highly interactive workshops designed to build your knowledge of key topicsstep-by-step, through the interaction and exchange of ideas in a small-group environment. These workshopsare designed to give you a detailed understanding of how your organization can drive the most value from itsinvestment in IBM solutions. Session times vary.1170Authoring Better IBM OpenPages GRCPlatform Reports with IBM Cognos BusinessIntelligenceSpeaker(s): Patrick O’Brien, IBM; Steven Sooby, IBM; SashaMaybury, IBMCreating concise, well performing reports should be the goal ofevery report author. IBM Cognos Business Intelligence has theprofessional report authoring applications that business analystsneed to extract and display data from the IBM OpenPages GRCPlatform. This session will explore some of the applications in theCognos suite that can be used to create a variety of reports usingdata from the IBM OpenPages GRC Platform.Session Type: ProductLevel: Intermediate1182Essentials for Better Sales CompensationPlanning — Better Sales CompSpeaker(s): Ted Briggs, Better Sales Comp Consultants;Clinton Gott, Better Sales Comp ConsultantsThis intensive and interactive half-day workshop will provideparticipants with a solid foundation in best practices for salescompensation planning, design and implementation. You willgain a better perspective on: clarifying sales strategy androle definition; plan design process; key design elementsand alternatives; and critical practices for successful planimplementation. The pros and cons of various plan designsand features will be highlighted to provide you with the workingknowledge you need to help your company assess and designmore effective plans and avoid common mistakes in salescompensation plan design.Session Type: Best PracticesLevel: Intermediate
    • 46Vision2013 May 19-22, 2013Workshop Sessions1183 Special Industry Analyst FeatureHow to Build an Enterprise Metrics FrameworkSpeaker(s): Michael Smith, Gartner ResearchThis workshop will help you to establish the role of an enterprisemetrics framework within a performance management program.Michael Smith of Gartner Research will explain the conceptsof a metrics framework, leading performance indicators andrisk indicators using practical, interactive examples. You’ll learnhow you can build and use a metrics framework for strategydevelopment, business planning, budgeting and incentivecompensation.Session Type: Best PracticesLevel: Introductory1187IBM Clarity 7 Technical WorkshopSpeaker(s): Paulo Monte, IBMThis workshop will show advanced techniques for creatingtemplates and reports using Clarity Studio, then how to extendyour usage of the templates and reports in Clarity by buildingReport Books and Business Rules. Finally, an overview of MDMand how to effectively create OLAP Cubes..Session Type: ProductLevel: Intermediate1201Building Driver-Based Planning Models withIBM Cognos TM1Speaker(s): Paul Sanna, IBM; George Ballaseux, IBMLearn from the experts how you can build one of the most usefuland valuable planning models — the driver-based plan. Join usto hear how just a few inputs can drive entire, complex budgets.See how easy it is to create multiple scenarios to test differentvariables and assumption. Learn how to use PerformanceModeler to easily create complex models that can be used inmultiple Cognos TM1 applications. Participate in this interactivesession in which you can ask questions and see in detail exactlyhow the model is developed — in real time!Session Type: Best PracticesLevel: Intermediate
    • 47ibm.com/software/analytics/vision1141Envisioning XBRL in IBM Cognos DisclosureManagementSpeaker(s): Justin Lai, IBM; Ted Potma, IBMVisit this Usability Sandbox session to help envision the extensiblebusiness reporting language (XBRL) capabilities of IBM CognosDisclosure Management. We will look at configuring XBRL,including importing taxonomies, creating aspects (e.g., timeperiods and units) and associating taxonomies, reports andaspects into a “project.” You’ll follow the flow of a “slice” of thetaxonomy into Microsoft Excel and Microsoft Word reports.And you will see how validation capabilities could work beforegenerating a file suitable for submission. Please take this chanceto help us create the kind of XBRL capability that your businessneedsSession Type: ProductLevel: Applicable to all Audiences1142Envisioning IBM OpenPages User ExperienceEnhancementsSpeaker(s): Laura Harley, IBMJoin us for this Usability Sandbox session and help us envisionimprovements to the IBM OpenPages Risk Management platformthat will enhance the user experience. Give us your feedback onenhancements that we have in the lab, including: editable datagrids to streamline bulk update and risk management, dedicatedtask flows to help navigate the system and speed completionof work, a task engine that enables users to define their owntask flows, data visualizations including process flows, and amodernized user interface. You will have the opportunity to helpIBM shape the future of OpenPages solutions.Session Type: ProductLevel: Applicable to all AudiencesUsability Sandbox Sessions1143Enabling IBM Cognos Insight for RapidScenario AnalysisSpeaker(s): Trevor MacPherson , IBMVisit this Usability Sandbox session to discuss how IBM CognosInsight supports the rapid deployment of interactive scenarioanalysis through: a) simplified import steps, b) a direct connectionto your IBM Cognos TM1 cubes, and c) rapid deployment tobusiness intelligence (BI). You can share your feedback onthe best ways to create, analyze and deliver the impact ofan organizational change, a product portfolio change or anacquisition. You’ll see a demonstration of how Cognos Insighthandles multiple scenario analysis needs, and you can discusshow to best enable new capabilities for a broader analyst or useraudience.Session Type: ProductLevel: Applicable to all Audiences1144Envisioning IBM Cognos TM1 ModelingSpeaker(s): Stephen Brook, IBMThis Usability Sandbox session is for business users who designand build models in IBM Cognos TM1. We will solicit your inputon the ways that you and other modelers turn your knowledge ofan organization’s business processes into a Cognos TM1 modelfor planning, analysis and forecasting. We will discuss the setting,verification and testing of model security. And you can help usprioritize the Server Explorer capabilities that your business userswould like see in Cognos TM1 Performance Modeler, our newmodeling environment.Session Type: ProductLevel: Applicable to all AudiencesHelp shape the future of IBM solutions for finance, risk and incentive compensation! Enroll in one or more ofthe Usability Sandbox sessions and experience for yourself the prototypes and ideas coming directly “from theIBM labs.” Groups of participants will work together with usability experts in 50-minute sessions to interactivelyexplore the software and provide feedback on product design issues. (Due to the confidential nature of thesesessions, participants will be required to sign a non-disclosure agreement.)
    • 48Vision2013 May 19-22, 2013Usability Sandbox Sessions1145Envisioning IBM Cognos TM1 Analysis andData EntrySpeaker(s): David Corbett, IBMThis session is for the consumers of IBM Cognos TM1 data, andfor analysts, contributors, or those responsible for designingCognos TM1 user interfaces for others. In this Usability Sandboxsession, we will discuss how Cognos TM1 interfaces can helpyou meet your analysis and data contribution requirements. Wewill review topics such as attribute-based analysis, user definedrollups and consolidations, sandbox usage and asymmetricalnested dimension positioning. And we will invite your feedbackon UI presentation controls that permit interface design optionsto ensure an easy-to-use, predictable experience for occasionalusers.Session Type: ProductLevel: Applicable to all Audiences1146Envisioning IBM Cognos TM1 ApplicationsSpeaker(s): David Corbett, IBMThis Usability Sandbox session is for those who are modelingand designing the deployment of IBM Cognos TM1 applications.During this envisioning session, Cognos TM1 product managerswill solicit your input on application requirements, coveringtopics such as task definition, workflow, security, UI options,collaboration, validation and reporting. We’d like to hear aboutyour application deployment requirements as they relate todistributed planning, offline usage and cascaded plans. Pleasebring your Cognos TM1 application examples to this session tojump-start the conversation!Session Type: ProductLevel: Applicable to all Audiences1147Envisioning IBM Cognos TM1 OperationsMonitoringSpeaker(s): David Corbett, IBMJoin us for this Usability Sandbox session, which is for IBMCognos TM1 operational administrators, who are responsiblefor ensuring the daily operational health of the Cognos TM1environment. Along with a discussion of usability concepts, IBMproduct managers will be specifically looking for your feedbackon ways to enhance the server activity monitoring capabilities ofthe Cognos TM1 Operations Console. We’ll cover topics such asmonitoring Turbo Integrator and chore processing, maintainingserver configurations and exposing key server metrics thatcontribute to better overall Cognos TM1 Server health. Yourcontributions will help us build a stronger Operations Console.Session Type: ProductLevel: Applicable to all Audiences1148The Future of Tablet-based Planning andPerformance ManagementSpeaker(s): Paul Glennon, IBMHow can mobile users contribute to the planning process?Should they be able to review, submit and approve plancontributions from their tablet computers? How can you putperformance management tools into the hands of these mobileprofessionals? And can you provide tablet-based scorecards andplanning tools that let users manage performance while in transitor at local or customer sites? Visit the Usability Sandbox for theanswers to these questions and join in a discussion of planningscenarios that are appropriate to the tablet interface. You canoffers your ideas and help us refine prototypes for the tablet-based performance management solutions of the future.Session Type: ProductLevel: Applicable to all Audiences
    • 49ibm.com/software/analytics/vision1149What’s Next for Spreadsheet-based Planningand Analysis?Speaker(s): Paul Glennon, IBMFor decades, spreadsheets have been the primary analysistool for financial and business users. Even with the introductionof centralized planning applications, spreadsheets continueto be the lingua franca of Finance. So what is the role of thespreadsheet in the planning and analysis process of today?Should Microsoft Excel continue its role as a managementreport building tool and delivery vehicle? How can you avoidoverdependence on spreadsheets and when should you switchto a dedicated analysis tool? Finally, how can you blend enterprisesourced planning information with personal insights? Visit theUsability Sandbox to offer your perspectives and participate ina discussion of the role of spreadsheets in a modern planningenvironment.Session Type: ProductLevel: Applicable to all Audiences1150Managing Your Close and Consolidation withIBM Cognos ControllerSpeaker(s): Maximilien de Chestret, IBMWhat capabilities could help your business better manage itsfinancial close and disclosure process? Has the new ControllerCommand Center changed the way you close, consolidate andreport? Which analysis, reporting and disclosure features fromIBM Cognos TM1 and IBM Cognos Disclosure Managementwould be most helpful to you? And what areas of integration arethe most challenging? In this session, you’ll have the opportunityto answer these questions and give us your feedback on ideas forController Command Center and the integration of IBM CognosController with other IBM capabilities. Visit this Usability Sandboxto help drive the future of Cognos Controller and other IBMfinancial close and disclosure management solutions.Session Type: ProductLevel: Applicable to all AudiencesUsability Sandbox Sessions1151Enabling Scorecarding and StrategyManagement with IBM SolutionsSpeaker(s): Taya Shcherbakova, IBMVisit this Usability Sandbox and participate in a group discussionon your business needs in the areas of scorecarding andstrategy management. Tell us how your business uses (orwould like to use) dashboards and scorecards to measure andmonitor performance against targets and to conduct root-cause analysis. In this session, you can help us decide whichperformance management capabilities, such as planning,budgeting, forecasting and reporting, should be integrated withIBM scorecard and strategic management solutions. You’ll havethe opportunity to explore capabilities that we have in the lab andgive us your feedback on different ideas for enabling scorecardingand strategy management within IBM performance managementsolutions.Session Type: ProductLevel: Applicable to all Audiences1152Tell Us Your Ideas for IBM Cognos DisclosureManagementSpeaker(s): Khurram Raja, IBMVisit this Usability Sandbox and join in a group discussionabout your business needs for disclosure management. Helpus understand the needs of your end users: who they are, whatinteractivity they require, what pressures they face and more.Give us your thoughts and suggestions on how IBM CognosDisclosure Management can be improved to meet your businessneeds. Tell us what works well for you and what doesn’t. In thissession, we’ll ask for your feedback about the product’s currentcapabilities and potential future capabilities.Session Type: ProductLevel: Applicable to all Audiences
    • 50Vision2013 May 19-22, 2013NetworkingExplore Hot TopicsColleagues outside your company can provide freshinsights and ideas. And there’s no better place thanthe largest annual gathering of finance, risk andincentive compensation professionals to hear howyour like-minded colleagues are using IBM solutionsto drive smarter decision-making and better businessresults.Birds of a Feather LunchesExchange challenges, strategies, and success storiesduring these informal discussions over lunch onMonday and Tuesday. This year’s topics include:IBM Cognos Disclosure Management (including Statutory,Regulatory and Financial Close Management)Managing Your Close and Consolidation Process with IBMCognos ControllerXBRL Mandates and Tagging Best PracticesIBM Cognos Disclosure Management for BusinessIntelligenceGetting the Most out of IBM Cognos Business Intelligencewith IBM Cognos TM1How to Get the Most from Your IBM Cognos TM1 SolutionsGetting the Most out of IBM Cognos Planning SolutionsOperational Risk ManagementRegulatory Compliance with IBM — Open Pages SolutionsOptimization Everywhere: Strategic, Operational and On-demandInterconnectivity of Risk on the Buy-sideRegulatory Readiness on the Buy-sideGain New Insight into Sales Performance Management withBusiness AnalyticsBoosting the Effectiveness of Your Sales CompensationProcessesExperts ExchangeThese informal discussions are led by you andthe other attendees, giving you an opportunityfor dialogue with product experts—includingexperienced product managers—providing detailedanswers to any product-related questions.Choose from a variety of unique sessions, spreadacross the conference. Sample topics include:IBM Finance and the IBM Automated External Reporting(AER) SolutionMigrating Your IBM Cognos Planning Environment to IBMCognos TM1Regulatory Compliance RoundtableAsk the IBM Open Pages EngineersOperational Risk RoundtableClear Pressure: Overcoming Obstacles Improving YourReturn on to CapitalTalk with the Consultants about your IBM Cognos ICMImplementation ChallengesManaging Compensation in 2013Jam SessionVisit:ibm.com/events/tools/vision/vision2013ems/sessions
    • 51ibm.com/software/analytics/visionNetworking ReceptionsSunday, May 19 – Welcome Reception6:00 p.m. -8:00 p.m.Farm-to-Fork Welcome ReceptionVision 2013 attendees are in for a treat! Chefs at theJW Marriott Grand Lakes make it a priority to sourcefresh, local, ingredients for the food served at our hosthotel – and it all starts at the Welcome Reception!From beehives and butchering to pickling and pasta– you’ll get a taste of the freshest, most deliciouscuisine at this interactive reception. Stations will behosted by a chef who will demonstrate a preparationor cooking technique and speak to you about whereyour food came from and how it’s all prepared! Thisis the perfect opportunity to network with your peers,visit the Demo Lounge to talk with exhibitors and geta taste of what’s in store for your tastebuds this week!Tuesday, May 21 - Jam Session6:15 p.m. - 7:15 p.m.Webster’s defines “jam session” as a “performanceby a group, especially of jazz musicians, that ischaracterized by improvisation.” At the Vision 2013jam session, you won’t find saxophones or electricguitars, but you will find a fun, interactive networkingevent where you can exchange opinions and ideaswith other attendees. Participants will meet withothers in their selected track and facilitators willprovide questions to get the conversation started.Riff on what you’ve learned at the event, or add yourvoice to the harmonies. The jam session takes placejust prior to our departure for the special event atUniversal Studios. Adult beverages will be served.Tuesday, May 21 – Special Event7:30 p.m. -10:00 p.m.The Wizarding World of Harry PotterYou won’t want to miss this exclusive event at thehottest attraction in Orlando – The Wizarding Worldof Harry Potter at Universal Studios! The park willbe closed to the public as Vision 2013 attendeesexperience the magic, characters and stories of HarryPotter – including unlimited theme-park rides as wellas entertainment, food and drink. Shops will be openif you’d like to pick up some souvenirs to take home.Mix and mingle with your colleagues and enjoy thisone-of-a-kind event! Transportation to and from theJW Marriott will be provided.Networking
    • 52Vision2013 May 19-22, 2013IBM Demo LoungeIn the Demo Lounge you’ll find experts — from across IBM and from our many Business Partners – who can talkabout and demonstrate the value of the products, training, support and services we offer you. Be sure to setaside plenty of time to take advantage of this once-a-year opportunity!IBM ExhibitsVisit any of our eleven demo stations for a one-on-one presentation of the analytics solutions that interest youmost. Take a deep dive into the latest products, features, support offerings services and thinking when it comesto IBM Business Analytic solutions.IBM Business Partner SolutionsExperienced Business Partners will be onsite, sharing solutions that can help you extract even more value fromyour business analytics investment. Here’s a sample of the exhibitors who’ll be waiting to meet with you:AppVineAppVine is a leading IBM partner in delivering solutions to the Office of Finance. As expertsin the deployment of budgeting, forecasting, reporting, XBRL and Disclosure Managementsolutions, we deliver amazing change quickly and sustainably. Our consultants havea wealth of experience delivering technical and process improvements, and have hassuccessfully delivered solutions to organizations across North America. Our productexpertise includes Cognos TM1, Cognos Disclosure Management, IBM Clarity 7, CognosController and Cognos FSR.Breakaway Technologies, Inc.Breakaway Technologies, Inc. (BTI) has been helping companies develop businessintelligence and business performance management solutions that dramatically improveenterprise-wide results for over a decade. Leveraging our proven implementationmethodology, training offerings and support services, we help our customers improve theirbusiness processes, reduce risk and gain competitive advantage with state-of- the-artreporting, planning and consolidation applications. Let Breakaway deliver the power ofintegrated analytical solutions throughout your company — contact us today at 215-369-7200 or www.breakaway-inc.com.
    • 53ibm.com/software/analytics/visionClear InsightDelivering international excellence with IBM Clarity and Cognos TM1 Solutions to the officeof finance. We simplify and integrate the Budgeting, Planning and Forecasting process(Clarity, TM1) We can automate and consolidate the Financial Statement and DisclosureReporting process (FSR, CDM) and transform data into insights for better business decisionmaking (Cognos Enterprise). Our team brings unmatched understanding of the businessissues and superior technical expertise to maximize ROI and value in every relationship.As an Advanced IBM Partner we provide complete solutions with consulting, software andservices including the competitive processing of your product and support renewals.Cortell New ZealandCortell New Zealand is a dynamic Business Intelligence and Analytic consultancy, operatingwithin N.Z for more than 14 years implementing market leading solutions. Having servedover 250 organizations nationally and internationally, over this period Cortell has establisheda wealth of knowledge in delivering performance management applications and ensuringtheir success. Cortell have recently released a product for the Cognos market whichautomates the documentation of your Cognos models. The solution QUBEdocs is soldaround the world and is used for many organizations who want to reduce implementationrisk, empower their users and document their models effortlessly.See www.QUBEdocs.com for info.DataClarity CorporationDataClarity Corporation delivers solutions that empower people to make decisions thatmaximize performance. We provide performance management software, consulting, andeducation services by combining best-in-class software tools, applications and content,with certified technical and financial consultants who possess in-depth business andfinance knowledge, industry best practices, and lessons learned from years of working withindustry leading organizations.Please stop by our booth for a brief demo of DataClarity Financial Management™. DFM™is built on the IBM Cognos performance management platform and delivers fully-integratedfinancial consolidation, statutory financial reports, performance dashboards, and financialclose process management – all in one comprehensive solution.DeloitteDeloitte is one of the world’s leading professional services firms, providing audit, tax,consulting, and financial advisory services to public and private clients spanning multipleindustries. We bring world-class capabilities and deep local expertise to help clientssucceed wherever they operate. Deloitte Analytics works with clients to consider the entireecosystem in which they exist, including social, economic, environmental and politicalcurrents – all areas where data is providing valuable signals. Our deep industry expertiseand advanced analytics capabilities can help decision-makers maximize the value of theirdata, turning everyday information into useful and actionable insights.IBM Demo Lounge
    • 54Vision2013 May 19-22, 2013eCapital AdvisorseCapital Advisors is an award winning company specializing in business analytics,performance management and big data solutions. The eCapital Advisors team of expertsuses proven, best-in-class technology to enable better business decisions in organizationsbig and small nationwide. www.ecapitaladvisors.comFYI SolutionsFYI Solutions has been providing professional services to financial managers for nearly 30years. Our goal is to help our clients achieve their operational and compliance goals, givingthem the ability to not only report, analyze and understand what has happened in theirorganization, but to also interpret and develop a strategy for what could happen.Through our expertise, we have enabled organizations to better assess their risk and tracksales KPIs more thoroughly, as well as intuitively manage their financial and operationalperformance. As an IBM Premier Partner, we bring industry-leading resources to eachengagement – assuring our clients’ needs will be met.InfoCatInfoCat is a London based IBM Premier Business Partner specialising in PerformanceManagement applications. We are experts in helping our clients get the best fromtheir investment in IBM Cognos technology for Budgeting, Management Reporting,Analysis, Consolidation and Statutory Reporting. In particular, with 15 year’s experienceimplementing TM1, InfoCat is a leading partner in Cognos TM1 and Cognos Express,supporting over 50 customers. Offering a full range of services including design,implementation, training and support, our team of experienced consultants includesqualified accountants as well as technical staff and training specialists.Email info@infocat.co.uk to see how we can help you.IRONSIDEGROUPIronside GroupIronside Group has served as a trusted advisor to some of the world’s most prestigiousorganizations since 1999. We are a full service IBM Business Analytics and DataWarehouse consultancy and VAR with offices throughout the East Coast. We are a highlyregarded IBM Premier Business Partner and have been a Cognos partner for over fourteenyears. Ironside has helped organizations of all sizes to improve their performance bymaking intelligent and informed decisions.Lodestar SolutionsLodestar Solutions is an IBM Premier Business Partner that specializes in educatingand coaching clients on Business Analytics to empower organizations to maximize theirreturn on investment and provide the flexibility dynamic companies require. We providecompetitive pricing on software licenses, IBM support renewals, as well as provideExecutive Coaching, customizable onsite IBM Cognos training, technical and applicationconsulting on all IBM Cognos modules. Visit our booth and talk to us about a free CognosROI consultation ($200 value). We will review your current license mix and discuss featuresand functionality that could be immediately utilized to benefit your organization.IBM Demo Lounge
    • 55ibm.com/software/analytics/visionobero™S O L U T I O N SObero SolutionsObero Solutions is a privately held global organization that provides solutions and servicesin the area of Corporate Performance Management and Business Analytics. Founded byindustry veterans, Obero is committed to delivering trusted advisory services to clients.Obero’s highly experienced consultants specialize in helping clients find solutions tomanage their budgeting, forecasting, consolidations, and financial reporting processesusing our partner products, which include IBM Cognos TM1, IBM Cognos Express, andIBM Cognos FSR/CDM.Performance. Innovation. Whatever it Takes.OpenSymmetryOpenSymmetry is the only dedicated Sales Performance Management consulting firmwith a global team of experts to address all your compensation needs. Our consultants areon the forefront of understanding the complexities of incentive compensation programsand offer expertise in Plan Design, Solution Selection, Implementation, Managed Services,Reporting & Analytics, with delivery across the industry’s leading solution providers.Headquartered in Austin, Texas with offices in London, Sydney, Johannesburg, KualaLumpur, & Chennai. OpenSymmetry is positioned to provide independent advice on allaspects of Sales Performance Management and Incentive Compensation.PerficientPerficient is a four-time IBM Cognos Partner of the Year award winner delivering financialperformance management, analytics, and business intelligence solutions. We know what ittakes to drive meaningful, measurable and sustainable improvement to business: The rightcombination of understanding, experience, and expertise. Our IBM business analytics andperformance management practice provides solutions that leverage accurate, timely andintegrated enterprise information that enables clients to transform information into action-able intelligence that provides insight and drives planning.PerformanceG2PerformanceG2 is a full-service performance management consultancy that can help yourorganization achieve breakthrough performance. We do this by offering a comprehensivepackage of performance management solutions including business analytics tools,custom onsite Cognos training, online Cognos training, financial performance managementsolutions, Cognos support, staffing services, consulting services and more – all deliveredby our team of experienced consultants and award-winning trainers. For more informationvisit http://performanceg2.comProlificsProlifics, an IBM Premier Business Partner and systems integrator specializing in IBMtechnologies, has been recognized for its expertise across BPM, Integration, Security,Business Analytics, Mobility, Portal, Content and Collaboration. Prolifics providesexpert services across the project lifecycle including architecture, design, development,deployment, testing and support. Combining business flexibility, cost competitiveness,technical excellence and professionalism, Prolifics’ solutions build agility into businessesaround the world.IBM Demo Lounge
    • 56Vision2013 May 19-22, 2013IBM Demo LoungeQueBITQUEBIT is an IBM Premier Business Partner and a leader in providing Business Analyticsconsulting services. In 2012 QueBIT was recognized as the IBM North American BusinessAnalytics partner of the year. QueBIT has also been the recipient of numerous otherindustry awards. QUEBIT has been engaged on hundreds of successful implementations ofIBM Business Analytics Software, including over 350 implementations of IBM Cognos TM1.Utilizing proven, best practice methodologies that provide companies with efficient, easy-to-use solutions at exceptional value, QueBIT empowers companies to make intelligentdecisions faster. website: www.quebit.comSpectrum TechnologiesSpectrum Technologies is a full service dual-shore Sales Performance Management (SPM)and Incentive Compensation Management (ICM) Solution provider. From our Silicon Valleyand India locations, we work with regional companies and worldwide enterprises with salesforces from 50 to 50,000 to select, implement, and operate SPM/ICM solutions. Designingat the highest levels of strategic sales compensation and executing at the deepest levels ofcomplex technical detail, Spectrum’s experienced staff of 40+ professionals marry industryand technology backgrounds to provide a “right sized” partnership for customers. Learnmore about Spectrum’s world class SPM/ICM solutions at our Vision2013 booth orwww.spectrumbiztech.comZS AssociatesZS Associates is a leader in sales and marketing consulting, outsourcing, technology andsoftware with 20 offices and more than 2,000 people around the world. Developed throughour 30 years of experience, ZS offers clients a comprehensive suite of sales compensationsolutions, including plan design, quota setting, field communications, SPM softwareimplementation and managed services. ZS has grown to be one of the largest salescompensation design consultancies in the world by combining our deep sales incentivesexpertise and sophisticated analytics capabilities. Learn more about the hot topicspertinent to sales compensation leaders by reading our blog, The Carrot, atinfo.zsassociates.com/thecarrot.
    • 57ibm.com/software/analytics/visionIBM Demo LoungeIBM ExhibitsIBM Planning, Analysis and Profitability ModelingCome see how IBM Cognos TM1 can help your organization accelerate and optimize itsplanning, forecasting, and budgeting processes with integrated, real-time analytics. Seehow to engage more users than ever before by providing the tools and environment thatsuits them best, like spreadsheets, the Web, and Desktop. Talk to our experts to exploreyour toughest planning and analysis challenges. Come learn how to leverage Cognos TM1to help determine your best course of action with its profitability, modeling, and optimizationfeatures.Data Integration and Automation: Star AnalyticsForward thinking customers are pushing the boundaries of Performance Managementand must source data in a more continuous, fast, and reliable way from other systems.Sometimes key financial data is in Oracle Hyperion data sources such as HyperionEssbase, Hyperion Planning, and HFM. Join us to learn how Star Analytics uses businessAPIs and high performance methods to make data integration and automation simple, fast,reliable and secure. Learn how self-service user experiences allow process owners to helpthemselves while giving their IT partners the governance and control required.IBM Performance Reporting and ScorecardingSee how IBM Cognos software solutions are revolutionizing performance reporting todeliver stronger business insights. Learn how these solutions give you the freedom to thinkwithin a unified workspace, connect and collaborate with others, and enable both mobileaccess and the ability to perform analysis when disconnected from the network. Fromdashboards and list-style reports to narrative reports, IBM Cognos software solutionsenable you to meet virtually any user reporting need.IBM Disclosure and Financial Close ManagementSee how IBM solutions can integrate performance and disclosure management, enhanceyour controls and financial governance (with XBRL), and automate financial close anddisclosure management processes. These solutions will help correlate enterprise data withqualitative analysis allowing your business leaders to make better real-time decisions, evenoutside the Office of Finance.IBM Operational Risk and GRCMeet with OpenPages product experts to see the latest advances in the IBM OpenPagesGRC Platform and learn how OpenPages solutions are enabling leading companies tomanage risk and compliance initiatives across the enterprise, helping businesses to reduceunexpected losses, improve decision-making about resource allocation, and optimizebusiness performance.
    • 58Vision2013 May 19-22, 2013IBM ExhibitsIBM Financial Risk ManagementFinancial risk management is about how to deal with uncertainty. IBM Financial RiskManagement solutions are designed to help our clients understand uncertainty and pickthe best course of action to optimize their business outcomes. So please stop by to seeour solutions and discuss how we can help you address financial risk across the enterprise.IBM Sales Performance Management on CloudSee how IBM Cognos Sales Performance Management on Cloud including IBM CognosTerritory Management and IBM Cognos Quota Management allows you to set up andmanage your sales hierarchies, territories assignments, crediting rules and quota planningand distribution requirements. Learn how these solutions can help to easily align territoriesand quotas with your incentive compensation plans to meet your corporate strategy andgoals.IBM Incentive Compensation ManagementSee how IBM Cognos Incentive Compensation Management can streamline theprocesses of calculating and distributing compensation, drive desired sales behavior andimprove sales performance. Learn how these solutions are reducing errors, calculatingaccurate compensation payments, providing better visibility into sales effectiveness andperformance, and driving desired sales behavior.IBM Education and ServicesLearn how our comprehensive Education and Services offerings can help your users getthe maximum performance from your IBM solutions. Visit our training experts to discussthe full range of self-paced virtual training courses, private classroom delivery, and materiallicensing options for your enterprise. Meet with our Business Analytics Lab Servicesexperts who can help you improve the quality of your implementations with comprehensivedesign services, health checks, performance tuning services, and upgrade services.IBM Technical SupportVisit the Navigating IBM Technical Support booth to get answers. Have a one-on-onediscussion about logging support cases and gain a better understanding of IBM processesand systems. Take a tour of the Business Analytics Support Portal and learn tips and tricksfor downloading your Business Analytics software. Come by to discuss questions on yourannual IBM Subscription and Support (software maintenance) renewal. Take advantage ofthe opportunity to gain insight into the resources available to you from IBM BA TechnicalSupportIBM Client ReferencesStop by the IBM Client Reference booth and sign up to participate (or confirm yourregistration) in the IBM client reference program. As an IBM client reference, you canestablish yourself as an industry leader and build your own professional network, as well asgain visibility and promote your business. Those who sign up will also receive a thank yougift!IBM Demo Lounge
    • 59ibm.com/software/analytics/visionRegistration InformationConference Registration FeesStandard Fee:March 30 to May 18$1,595 per personOnsite Fee:May 19-22$1,795 per personBusiness Partner Fee:May 18, 2013$1,195 per personGroup DiscountsThe group discount rate of $1,195 per person is available for four (4) or more people from the same company.For more information, contact ibmvision@maritztravel.com.Full Conference Pass Includes:• Access to all general sessions, elective sessions and networking events• Access to IBM Demo Lounge• Access to the evening events including the Welcome Reception on Sunday, May 19 and Special Event onTuesday, May 21• Food and beverage for all scheduled meals, including breakfast and lunch• Online access to available conference materials including session presentations• For more information on registration and cancellation policy, please visit the conference website atibm.com/software/analytics/vision or email ibmvision@maritztravel.comQuestionsFor all questions concerning registration and group discounts, please contact ibmvision@maritztravel.comor by phone 1-800-650-6870 or +1-847-996-5877.
    • Vision2013Drive Growth. Manage Risk. Optimize Performance.May 19-22, 2013 l JW Marriott Grande Lakes, Orlando, FloridaSWB14046-USEN-01