Vision2013Drive Growth. Manage Risk. Optimize Performance.May 19-22, 2013 l JW Marriott Grande Lakes, Orlando, FloridaPrel...
2Vision2013 May 19-22, 2013Table of ContentsIntroduction 	 3Agenda at a Glance	 4General Sessions 	 5Domain Keynotes	 7Ele...
3ibm.com/software/analytics/visionIntroductionVision 2013 is the premier global conference for finance, risk and complianc...
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. We...
5ibm.com/software/analytics/visionGeneral SessionsInsightful presentations set the stage for each day of the Vision 2013 c...
6Vision2013 May 19-22, 2013General SessionsDay 2: Leadership in ActionTuesday, May 218:30 a.m. – 10:00 a.m.The second day ...
7ibm.com/software/analytics/visionDomain KeynotesMonday, May 2011:00 a.m.– 12:00 p.m.Sales Performance Management: Align S...
8Vision2013 May 19-22, 2013Elective SessionsContinuing Professional Education (CPE)CreditsCourses eligible for Continuing ...
9ibm.com/software/analytics/visionElective SessionsVision 2013 elective sessions include IBM products and solutions for fi...
10Vision2013 May 19-22, 20131013Budgeting and Planning at Bunge with IBMCognos TM1Speaker(s): Katia Batista, BungeThis ses...
11ibm.com/software/analytics/vision1024IBM Cognos TM1 Enterprise Administrationand Change ControlSpeaker(s): Stephen Brook...
12Vision2013 May 19-22, 20131041Driving Smarter Financial Decisions at NANADevelopment CorporationSpeaker(s): Frank Long, ...
13ibm.com/software/analytics/visionFinancial and Operational Performance Management1072A Gentle Migration from IBM Cognos ...
14Vision2013 May 19-22, 20131080From Start-up to Global Deployment —Building on IBM Business Analytics as aFoundation for ...
15ibm.com/software/analytics/visionFinancial and Operational Performance Management1090IBM Cognos TM1 Deep Dive — Best Pra...
16Vision2013 May 19-22, 2013Financial and Operational Performance Management1104Planning for the Future at San Diego Gas a...
17ibm.com/software/analytics/visionFinancial and Operational Performance Management1119Empowering the Office of Finance At...
18Vision2013 May 19-22, 20131166Switching to IBM Cognos TM1 at Credit SuisseSpeaker(s): Darren Roberts, Credit Suisse; Gar...
19ibm.com/software/analytics/visionFinancial and Operational Performance Management1186In the Labs: What’s in Store for IB...
20Vision2013 May 19-22, 20131020Achieving Strategic Finance Objectives atCATSA with IBM Business AnalyticsSpeaker(s): Mari...
21ibm.com/software/analytics/visionFinancial Governance and Disclosure Management1047Data Collection with IBM Cognos TM1 f...
22Vision2013 May 19-22, 20131083Preparing Financial Statements andManagement Discussion and Analysis withIBM Cognos FSR at...
23ibm.com/software/analytics/visionFinancial Governance and Disclosure Management1112What’s “In the Labs” for IBM CognosDi...
24Vision2013 May 19-22, 2013Financial Governance and Disclosure Management1119Empowering the Office of Finance At FifthThi...
25ibm.com/software/analytics/visionFinancial Governance and Disclosure Management1193Saving Time and Money at WacoInternat...
26Vision2013 May 19-22, 20131039Better Sales Comp: Complex CompensationChallenges — The Hardest Roles to Design forin Sale...
27ibm.com/software/analytics/visionSales Performance Management1053What’s New and ‘In-the-Labs’ for IBM CognosIncentive Co...
28Vision2013 May 19-22, 20131060Integrating IBM Cognos IncentiveCompensation Management Data with OtherSystemsSpeaker(s): ...
29ibm.com/software/analytics/visionSales Performance Management1065Capital One: Best Practices for VendorSelection and Pro...
30Vision2013 May 19-22, 2013Sales Performance Management1069OpenSymmetry and Huntington Bank:Managing a Multi-phase Implem...
31ibm.com/software/analytics/visionSales Performance Management1172How to Execute Common Workflow Use Casesin IBM Cognos I...
32Vision2013 May 19-22, 20131158Customized Risk Services: How FinancialInstitutions Can Outperform the Competitionwith-Clo...
33ibm.com/software/analytics/visionRisk ManagementBuy-side Risk Management1160Regulatory Readiness: The Impact of NewRegul...
34Vision2013 May 19-22, 2013Risk ManagementSell-side Risk ManagementSell-side institutions — those involved in the selling...
Vision 2013 - Conference Guide
Vision 2013 - Conference Guide
Vision 2013 - Conference Guide
Vision 2013 - Conference Guide
Vision 2013 - Conference Guide
Vision 2013 - Conference Guide
Vision 2013 - Conference Guide
Vision 2013 - Conference Guide
Vision 2013 - Conference Guide
Vision 2013 - Conference Guide
Vision 2013 - Conference Guide
Vision 2013 - Conference Guide
Vision 2013 - Conference Guide
Vision 2013 - Conference Guide
Vision 2013 - Conference Guide
Vision 2013 - Conference Guide
Vision 2013 - Conference Guide
Vision 2013 - Conference Guide
Vision 2013 - Conference Guide
Vision 2013 - Conference Guide
Vision 2013 - Conference Guide
Vision 2013 - Conference Guide
Vision 2013 - Conference Guide
Vision 2013 - Conference Guide
Vision 2013 - Conference Guide
Vision 2013 - Conference Guide
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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 attending IBM Vision 2013, starting May 19 in Orlando.

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Vision 2013 - Conference Guide

  1. 1. Vision2013Drive Growth. Manage Risk. Optimize Performance.May 19-22, 2013 l JW Marriott Grande Lakes, Orlando, FloridaPreliminary Conference Guide
  2. 2. 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
  3. 3. 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.
  4. 4. 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
  5. 5. 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.
  6. 6. 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.
  7. 7. 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.
  8. 8. 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
  9. 9. 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
  10. 10. 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.
  11. 11. 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
  12. 12. 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
  13. 13. 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
  14. 14. 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
  15. 15. 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
  16. 16. 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
  17. 17. 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
  18. 18. 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
  19. 19. 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
  20. 20. 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.
  21. 21. 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
  22. 22. 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
  23. 23. 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
  24. 24. 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
  25. 25. 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
  26. 26. 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.
  27. 27. 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
  28. 28. 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
  29. 29. 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
  30. 30. 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
  31. 31. 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
  32. 32. 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.
  33. 33. 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
  34. 34. 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

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