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Table of Contents

Welcome...............................................................................................................................................................................2

Event Map.............................................................................................................................................................................3

Agenda...................................................................................................................................................................................4

Session Descriptions......................................................................................................................................................10

Speaker Bios.....................................................................................................................................................................23

Copright © Column5 Consulting

This document is considered the exclusive property of Column5. It may not be duplicated, redistributed, or used in whole or in part,without the prior written consent of Column5.

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WELCOME

David Den Boer

CEO

Column5 Consulting

Dear EPM Leadership Summit Attendee,

Welcome to the 2015 EPM Leadership Summit! The Column5 team is very excited to be bringing back

our event series to fill a need where SAP EPM customers can get vital information, build relationships, andbecome inspired to take their EPM process to the next level.

We appreciate that you have made the investment in time and resources to support your pursuit of value

with Enterprise Performance Management. Together, my hope is we can push each other to achieve new

heights of success, and the first step is coming together to share ideas at a focused event.

The Column5 team has done a significant amount of logistics planning, content preparation, and resource

investment to make this event a huge success; however, the most important requirement for our mutual

ability to drive value from this event is your participation. This event is very much focused on customers,

and it is my objective to ensure the EPM Leadership Summit exceeds your expectations in every way.

Please feel free to share your ideas, challenge speakers, and ask questions in the sessions so before we

conclude, every question is answered. It is our intent to provide an environment conducive to learning. If,

at any time, any aspect of the event does not meet your expectations/preferences, immediately notify any

member of the Column5 team so we can address it.

I look forward to hearing your feedback about the event as we spend the next few days together. Please

share your thoughts with me so we can understand what we are doing well and can do more of, and

where we can improve!

On behalf of the entire Column5 team, enjoy the conference – we are glad you are here!

Best Regards,

David



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EVENT MAP



REGISTRATION

EPM

LEADERSHIP

SUMMIT

HYDE EVENT

ELEVATOR BANK,

HOTEL ROOMS

EVENT MAP

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Tuesday, February 24, 2015

PRE-SUMMIT: Mastering EPM Workshops

7:00am - 5:00pm Registration

8:00am - 9:00am Breakfast

Renoir

9:00am - 10:30am BPC Logic

Degas 1

EPM v10 Reporting

Van Gogh 1

Performance Tuning

Van Gogh 2

10:30am - 11:00am Morning Break

11:00am - 12:00pm BPC Logic (continued)

Degas 1

EPM v10 Reporting (continued)

Van Gogh 1

Performance Tuning

(continued) Van Gogh 2

12:00pm - 1:00pm Lunch

Renoir

1:00pm - 2:30pm BPC Logic (continued)

Degas 1


Van Gogh 1

Performance Tuning

(continued) Van Gogh 2

2:30pm - 3:00pm Afternoon Break

3:00pm - 5:00pm BPC Logic (continued)

Degas 1


Van Gogh 1

Performance Tuning

(continued)Van Gogh 2

Executive Track

Functional Track

Technical Track

Customer Success Story AGENDA



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Executive Track

Functional Track

Technical Track

Customer Success Story

Wednesday, February 25, 2015

SUMMIT OPENS!7:00am - 3:00pm Registration


Renoir

9:00am - 9:45am Opening Ceremonies

Keynote Address: David Den Boer, CEO Column5 Consulting

Renoir

10:00am - 10:50am Integrated Reporting

as a Foundation for

Effective EPM

Van Gogh 1

Report Writing in BPC 10 –

Understanding Axes

Degas 1

EPM10 Reports -

Optimizing Usability &

Performance

Van Gogh 2

11:00am - 11:50am The Co-operators: A

BPC Journey

Van Gogh 1

Column5’s Methodology and

Approach to Organizational

Change Management

Degas 1

Upgrading 7.5 to 10/10.1

NW to NW, Migrating MS

to NW

Van Gogh 2

11:50am - 1:00pm Lunch

Renoir

1:00pm - 1:50pm 20 Years of the Virtual

Close? Why Does Speed

of Reporting Matter and

Who Cares

Van Gogh 1

Consolidation Business Rules

Degas 1

Upgrade 7.5 to 10/10.1 MS

to MS

Van Gogh 2

2:00pm - 2:50pm Big Data / Predictive

Analytics

Van Gogh 1

Tricks in BPC 10 Microsoft –

Understanding Properties and

Hierarchies

Degas 1

Performance Tuning HANA

10.0/10.1

Van Gogh 2

3:00pm - 3:50pm Making the Best of EPM

Van Gogh 1

Tips & Tricks in BPC 10

Microsoft – Leveraging the

Web Client in Business

Process Flows

Degas 1

Reducing Cost of

Ownership

Van Gogh 2

4:00pm - 4:50pm Latest Features of BPC

Van Gogh 1

Architecture, Integration and

Data Flow between ECC and

BPC

Degas 1

Cloud for Planning

Technical Architecture

Van Gogh 2

5:30pm - 7:30pm EPM Leadership Summit Networking Reception - Hyde

AGENDA



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Join us for the EPM Leadership Summit Wednesday, February 25

5:30pm - 7:30pm

!

AGENDA



On Wednesday evening, connect with Column5 and

other Summit attendees at the Bellagio Hyde from5:30 to 7:30 PM for networking, cocktails, and

hors d’oeuvres. The Hyde offers a beautiful view of

the Bellagio Fountains, unforgettable style, and a

unique environment.

You can look forward to:

■ Live music from acclaimed Latin guitarist Rich

Barry

■ Specialty cocktails inspired by Column5

■ A gorgeous view of the Bellagio Fountains at

sunset

■ A wide variety of hors d’oeuvres and desserts

■ And a chance to mingle with EPM Leadership

Summit attendees, Column5 experts, and SAP

employees!

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Thursday, February 26, 2015


Renoir

9:00am - 9:50am Case Studies of

Excellence in the Close

Process

Van Gogh 1

Report Writing in BPC 10 –

Formatting

Degas 1

How Fluidmaster is Using

BPC Microsoft for Global

Planning, Forecasting, and

Reporting

Van Gogh 2

10:00am - 10:50am Strategic Considerations

of BPC v10.1

Van Gogh 1

Bottom Up and Top Down

Degas 1

Cloud Deployment Options

for BPC

Van Gogh 2

11:00am - 11:50am How CKE Restaurants

is Using BPC Microsoft

v10 for Planning,

Forecasting,& Financial

and Sales Reporting

Van Gogh 1

Design and Impact

Considerations for Migrating

From 10.0 to 10.1

Degas 1

Recommended Information

Sources

Van Gogh 2

11:50am - 1:00pm Lunch

Renoir

1:00pm - 1:50pm EPM Cloud OptionsVan Gogh 1 Tips & Tricks in BPC 10NetWeaver – Leveraging

the Web Client in Business

Process Flows

Degas 1

BPC ProductionRoundtable Q&A MS

Van Gogh 2

2:00pm - 2:50pm EPM Value - The Right

Audience

Van Gogh 1

Enterprise-Wide Reporting &

Analysis with the Combination

of SAP Business Planning

and Consolidation and SAP’s

Business Intelligence Solutions

Degas 1

How ServiceNow is Using

BPC10 NetWeaver and

HANA for Planning and

Reporting

Van Gogh 2

3:00pm - 3:50pm EPM, Mobility & BI

Integration Strategy

Van Gogh 1

Common Project Challenges

and Design Pitfalls

Degas 1

Disaster Recovery

Conguration Tips for BPC

MS & NW

Van Gogh 2

4:00pm - 4:50pm How to Achieve “Above

Average” EPM Results

Van Gogh 1

Plan and Forecast Better with

SAP Predictive Analytics

Degas 1

Conguring a High

Availability/High Scalability

Environment MS & NW

Van Gogh 2

Executive Track

Functional Track

Technical Track

Customer Success Story AGENDA



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Executive Track

Functional Track

Technical Track

Customer Success Story

Friday, February 27, 2015


Renoir

9:00am - 9:50am Build a Business Case for

EPM

Van Gogh 1

Darwin EPM Introduction

Degas 1

Rapid Implementation

Methodology

Van Gogh 2

10:00am - 10:50am Selecting a ServiceProvider to Fit Your Culture

Van Gogh 1

Barnes Group -Implementation and

Expansion of BPC

Degas 1

Integrating BPC withBusiness Intelligence

Van Gogh 2

11:00am - 11:50pm EPM Process

Improvement Roundtable

Van Gogh 1

DarCE

Degas 1

Technical Administrator

Training Recommendations

Van Gogh 2

12:00pm - 1:00pm Lunch

Renoir

SUMMIT CLOSES

AGENDA



Visit elearning.column5.com and register for one of the course bundles listed below.

Enter the coupon code BCARD1-J614 to save 20% off the regular price!*

v10 Application Administration MS

v10 Application Administration NW

v10 Reporting

v7.x Application Administration MS v7.x Application Administration NW

v7.x Reporting

SAP Planning

& Consolidation (BPC)

*Offer valid for bundles listed above only until 6.30.15. Additional terms and conditions may apply.

20% off!Take

On-Demand eLearning

EXCLUSIVE OFFE

8

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Title: Performance Tuning - BPC NW

Description: Starting with strategies to troubleshoot report/input schedule

performance in a NetWeaver environment, this session will demonstrate a

methodical approach to demystifying how performance can be improved.

Server and client logging options will be utilized to discover what is

causing underlying performance problems, so factual explanations forperformance challenges can be identied. Attendees will leave this course

with understanding of the different areas of the client server application that

can affect performance of reports including: query creation, send/retrieve

performance and formatting and what server/client changes can be made to

positively affect performance.

Presenter(s): Charles Dagaev

Date/Time: Tuesday, February 24, 9:00am - 5:00pm

Room: Van Gogh 2

Title: EPM v10 Reporting

Description: Topics include: considerations for input forms, including context options, selection and hidden

areas, and password protection. We will also be working with basic, intermediate and advanced EPM functionsin the EPM Add-In.

Presenter(s): Jennifer Harlan


Room: Van Gogh 1

Title: BPC Logic

Description: Performance for BPC solutions often hinges on an ability to run vital business rules efciently.

Similarly, cost of ownership can skyrocket when internal teams cannot manage these critical calculations

without calling in an external consulting team. Given the role logic plays as a linchpin in the success of EPM

projects, you might think training on this all important topic would be easy to come by. Not so. This is the only

place you can nd training focused on logic by the team that knows it best.Presenter(s): Mike Sullivan


Room: Degas 1

PRE-SUMMIT: Mastering EPM Workshops



AGENDA

SESSION DESCRIPTIONS

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Title: Integrated Reporting as a Foundation for Effective EPM

Description: We will explore how organisations are integrating the reporting of actual results across the time

and functional dimensions of the business to create a solid foundation for effective performance management.

Moving beyond traditional nancial data and into key driver reporting and embracing customer and product

key performance indicators, as well as protability measures, integrated reporting takes organisations into new

and more agile levels of reporting, analysis, and predictive capability. How do organisations move to this level

of excellence in performance reporting and how do they exploit latest generation ERP and EPM solutions toprovide a robust platform to support such fast and effective integrated reporting?

Presenter(s): David Jones

Date/Time: Wednesday, February 25, 10:00am - 10:50am

Room: Van Gogh 1

Title: 20 Years of the Virtual Close...Why Does Speed of Reporting Matter and Who Cares?

Description: For the last 10 years we have been conducting unique research on the speed of external

reporting and audit sign off for the world’s largest companies. We look at the key trends in this research and

the impact of events such as the introduction of Sarbanes-Oxley and the global nancial crisis. Nearly 20 years

since the champions of virtual close, such as IBM, Cisco, and Alcoa set out their stall for a world of highly

automated and real time actual results reporting, we look at whether the principle of virtual close has takenhold, and if not, why organisations are holding back. As we identify those who have consistently reached the

upper quartile of the speed of close metric, we also look at the common characteristics of those organisations

from a systems, process and organisational standpoint. What are the 10 most common characteristics of those

organisations and how can we use these as learning points for process improvement in our own organisations.

What are the common benets that such organisations declare in focusing on a fast close? Do those benets

really justify the investment necessary?


Date/Time: Wednesday, February 25, 1:00pm - 1:50pm

Room: Van Gogh 1

Title: Big Data / Predictive Analytics

Description: “Big Data” is one of those buzzwords you can see on billboards, in the airport, on TV, and allover the internet. You see it everywhere, but what is it? What relevance does it have for EPM? Discuss several

use cases for “Big Data” appliances in the EPM world. Another buzzed about solution is “Predictive Analytics”.

Learn whether predictive solutions can increase value in your enterprise.

Presenter(s): David Den Boer, Ty Jessup


Room: Van Gogh 1

EXECUTIVE Track

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EXECUTIVE TrackEXECUTIVE Track

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Title: Making the Best of EPM

Description: What are the real opportunities in developing and delivering EPM for an organization? What are

the benets to be gained and the challenges that driving an EPM strategy brings? This presentation examines

the strategic importance of EPM and how organizations can develop a realistic and value-based approach to

this area. Included is an unraveling of the technology hype surrounding Business Intelligence, to examine the

real drivers of performance management.



Room: Van Gogh 1

Title: Latest Features of BPC

Description: In this session, we will review the latest features available in BPC. This session will provide an

overview of the new features available in both platforms of BPC as well as deeper dives into features. In this

session we will provide an overview of the new features of BPC 10.1 and take an in-depth look at the new

unied/embedded planning capabilities.

Presenter(s): Rick Bryant, Ty Jessup, Pras Chatterjee (SAP)


Room: Van Gogh 1

Title: Case Studies of Excellence in the Close Process

Description: Learn how selected organisations tackled key pressure points in the close such as inter-company

reconciliations, data sourcing and integration, ledger close management, ledger balance reconciliations,

automation of equity eliminations and process management. We also review the business case made for

change across these case studies and what the actual outcome was in terms of success and value delivered.

In particular, we focus on our unique methods and how they have been used by some of these organisations to

drive signicant improvement in close processes and systems. We also look at the full toolset available now in

the SAP EPM nancial close toolkit and highlight how these tools are making a difference to the efciency and

effectiveness of the close process. Finally, we consider what the next steps on the close process improvement

roadmap will be for those organisations who are already good, but want to further improve.


Date/Time: Thursday, February 26, 9:00am - 9:50amRoom: Van Gogh 1

Title: Strategic Considerations of BPC v10.1

Description: BPC v10.1 includes new features that can increase the value received by organizations adopting

the latest versions. When considering an upgrade, learn why you should consider changing your processes to

leverage new features for both planning and consolidation solutions.

Presenter(s): Rick Bryant

Date/Time: Thursday, February 26, 10:00am - 10:50am

Room: Van Gogh 1

AGENDA


AGENDA


AGENDA




EXECUTIVE Track

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EXECUTIVE Track

AGENDA


AGENDA AGENDA



Title: EPM Cloud Options

Description: Cloud may be featured prominently in your IT strategy. If that’s the case, then EPM may be an

important solution to deploy in the cloud. There are many considerations; this will review the benets of BPC in

the cloud, and SAP’s new Cloud for Planning solution. Identify options and receive guidance on how to build a

business case to champion cloud deployment.

Presenter(s): Rick Bryant, Kirk Anderson (SAP)

Date/Time: Thursday, February 26, 1:00pm - 1:50pmRoom: Van Gogh 1

Title: EPM Value - The Right Audience

Description: Building on the discussion from the ESN Session (EPM Value - The Right Model), our thought

leaders discuss how identifying and deploying to the right audience can boost value delivered from your

EPM solution. Analysts & power users only? Directors and above? Every decision maker? Choose the right

audience and reach them with the right user experience (mobility, BI, Excel, etc) for best results in your

organization.

Presenter(s): David Den Boer

Date/Time: Thursday, February 26, 2:00pm - 2:50pm

Room: Van Gogh 1

Title: EPM, Mobility & BI Integration Strategy

Description: This session provides an executive persepctive on how EPM, mobility, and business intelligence

technologies should be integrated to deliver maximum impact in your organization.

Presenter(s): Pras Chatterjee (SAP)


Room: Van Gogh 1

Title: How to Achieve “Above Average” EPM Results

Description: Everyone wants to be “above average”, right? With your BPC deployment, now you can! Discuss

a scientic and measurable approach to excelling in EPM. Our expert discloses the research we have done

into what it takes to achieve exceptional results from your investment. Explore process changes, cost ofownership, and user satisfaction tips to achieve sustainable results.



Room: Van Gogh 1

1



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EXECUTIVE Track

Title: Build a Business Case for EPM

Description: Chances are when you purchased an EPM solution like BPC, the business case you leveraged

was based on ‘“time saved”, making your nance operation more automated and efcient. Did you know this

value is only the beginning of dividends you can realize from BPC? Additional sources of value are discussed,

and sample business models are provided to ensure you are not leaving “money on the table” with your BPC

deployment.

Presenter(s): David Den Boer Date/Time: Friday, February 27, 9:00am - 9:50am

Room: Van Gogh 1

Title: Selecting a Service Provider to Fit Your Culture

Description: There’s a cliché in technology projects - success from the project is dependent on three

components: the customer (expectations, internal team, resources made available), the technology (strengths/

weaknesses), and the partner. We will discuss in great detail how to get more out of the technology, best

practices for identifying proper scope, and how to build an internal team to get the best results. The nal piece

of the puzzle is how to identify the best partner to bring it all together and unlock the value in your organization.

Presenter(s): Steve Sussman, Jami Giovannini

Date/Time: Friday, February 27, 10:00am - 10:50am

Room: Van Gogh 1

AGENDA


AGENDA AGENDA



Visit http://info.column5.com/bpc-benchmarking-survey

Participate in our

BPC RESEARCH STUDY

PARTICIPATE NO

■ Research studies and surveys

focused on Enterprise PerformanceManagement

■ Two studies currently underway:

- BPC Usage

- BPC Performance

Attend How to Achieve

“Above Average” EPMResult s Thursday at 4:00pm

to learn the latest results from

our 2014 study!

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Title: Report Writing in BPC 10 – Understanding Axes

Description: Understanding the page, row, and column axes in relation to the EPM context in the creation of

multi-dimensional reports.



Room: Degas 1

Title: Column5’s Methodology and Approach to Organizational Change Management

Description: Is the Organizational Change Management Approach for SAP Projects just a “snappier” title

referring to people? Project teams and stakeholders frequently ignore the people side of change focusing on

the technical aspects of the solution. Too often, technical success is equated to project success. Successful

projects are more about people and processes, and ultimately, the overall adoption of the technical solution.

During this session, we will dene organizational change management, discuss the value proposition and show

you how you can easily incorporate change management into the overall project implementation methodology.

Presenter(s): Connie Folk


Room: Degas 1

Title: Consolidation Business Rules

Description: Introduction to using BPC Business Rules to perform legal and management consolidations.

Learn the advantages of using Business Rules to perform a variety of common accounting functions including

rolling net income to the balance sheet, rolling forward equity and retained earnings from prior years,

performing full legal consolidations using various consolidation methods, and more. Discuss the required

applications, dimensions, dimension properties, data manager packages, script logic, and rules tables to

employ this powerful functionality.

Presenter(s): Mike Sullivan


Room: Degas 1

Title: Tricks in BPC 10 Microsoft – Understanding Properties and HierarchiesDescription: Dimensional and reporting considerations with regard to creating and utilizing properties and

hierarchies in BPC 10 Microsoft.



Room: Degas 1

FUNCTIONAL Track - Wednesday, February 25

AGENDA


AGENDA AGENDA



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FUNCTIONAL Track

AGENDA


AGENDA AGENDA

Title: Tips & Tricks in BPC 10 Microsoft – Leveraging the Web Client in Business Process Flows

Description: Utilizing web client reports and input forms in conjunction with business process ows in BPC 10

Microsoft.



Room: Degas 1

Title: Architecture, Integration and Data Flow between ECC and BPC

Description: In this presentation, we will talk about the architecture of ECC and BPC, showing integration

between ECC and BPC versions 10.0 and 10.1. We will also explore data ow from ERP into BPC and the

differences in BPC 10.0 and BPC 10.1, during data import.

Presenter(s): Vishal Goradia


Room: Degas 1

Title: Report Writing in BPC 10 – Formatting

Description: Formatting options in the EPM Add-In, including the format sheet, sheet options, and report

options.Presenter(s): Jennifer Harlan


Room: Degas 1

Title: Bottom Up and Top Down

Description: Discover the power of using allocation functionality for both driver-based planning calculations as

well as high-powered allocations.



Room: Degas 1

Title: Design and Impact Considerations for Migrating From 10.0 to 10.1Description: With the release of SAP BPC 10.1, choosing which is the right model for your organization is an

important decision. In this session we will provide insight into design considerations when choosing between

the Standard and Embedded models, and how those decisions will impact the use of BPC throughout the

organization.

Presenter(s): David Den Boer


Room: Degas 1



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FUNCTIONAL Track



AGENDA


AGENDA AGENDA

Title: Tips & Tricks in BPC 10 NetWeaver – Leveraging the Web Client in Business Process Flows

Description: Utilizing web client reports and input forms in conjunction with business process ows in BPC 10

NetWeaver.



Room: Degas 1

Title: Enterprise-Wide Reporting & Analysis with the Combination of SAP Business Planning and

Consolidation and SAP’s Business Intelligence Solutions

Description: Learn about strategies to utilize both BPC advanced reporting along with SAP Business

Intelligence – focused on Lumira and Predictive Analysis. There are a variety of different users within

organizations that have different reporting needs and different ways that they need to consume information.

This session will focus on meeting the reporting needs of multiple diverse individuals/groups from a reporting

perspective and allowing them to gain insight into their data.

Presenter(s): Ty Jessup


Room: Degas 1

Title: Common Project Challenges and Design Pitfalls

Description: We will share business and design related project challenges, as well as common design pitfalls

and best practice approaches.



Room: Degas 1

Title: Plan and Forecast Better with SAP Predictive Analytics

Description: This session will explore SAP’s Predictive Analytics and will demonstrate techniques that can be

used to improve your Planning and Forecasting processes. Predictive Analytics can help uncover trends and

patterns and anticipate business changes. These solutions can be combined with the SAP HANA platform and

the SAP Business Intelligence platform to help drive better business outcomes.Presenter(s): Ty Jessup


Room: Degas 1

1



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FUNCTIONAL Track



Title: Darwin EPM Introduction

Description: CFOs want high value results with low predictable costs. And they want it now! Is that too much

to ask? Maybe not with Darwin EPM built on SAP BPC. Understand the broader strategy to leveraging off the

shelf modules built with best practices. Experience the next evolution in EPM...Darwin EPM!

Presenter(s): Frank Ruff


Room: Degas 1

Title: Rapid Implementation Methodology

Description: There are a plethora of implementation methodologies you might consider for your next project.

Selecting the right implementation methodology is driven by a variety of factors. In this session, we will share

our proven Rapid Implementation Methodology for organizations that would benet from a highly structured

approach using accelerated starter kits and have the ability to dedicate staff and time to move the project from

startup to Go Live in an accelerated timeline.

Presenter(s): Connie Folk


Room: Van Gogh 2

Title: DarCEDescription: For those who attended the Darwin EPM Intro, they were exposed to DarCE, Darwin’s powerful

calculation engine. Darwin EPM’s technical architect reviews several real world cases where calculation

performance was increased by 50% or more!

Presenter(s): Frank Ruff


Room: Degas 1

AGENDA


AGENDA AGENDA

*Offer valid for bundles listed above only until 6.30.15. Additional

terms and conditions may apply.

EXCLUSIVE OFFER

1

With purchase of Support Plans (minimum

5 hours/month or 15 hours/quarter).

FREE HEALTH CHECK!Up to 4 HOURS of a Tech Services scan of your system!

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18/32

Title: EPM10 Reports - Optimizing Usability & Performance

Description: Join this tip-lled session where we will explore the best ways to create EPM10 Reports and

Input Forms. We will examine the structure, features, and settings that will enhance the user experience.

This will include tips to improve format, functionality, and performance. Also, we will examine a few common

challenges that may be encountered, and how to meet the users’ needs in these cases.

Presenter(s): Frank Ruff Date/Time: Wednesday, February 25, 10:00am - 10:50am

Room: Van Gogh 2

Title: Upgrading 7.5 to 10/10.1 NW to NW, Migrating MS to NW

Description: Though the products appear very similar, there are changes on the client side, and the server

side technology stack has changed signicantly. We will discuss moving from 7.5 to 10 on NetWeaver and

moving from Microsoft 7.5 to NetWeaver 10 / 10.1. This sessions discusses effective strategies so you can

prepare for the upgrade or migration with the full knowledge of all you need for success.



Room: Van Gogh 2

Title: Upgrade 7.5 to 10/10.1 MS to MS

Description: This session discusses what technical considerations you need to be aware of when moving up

from BPC v7 MS family to v10 MS. The Technology Stack has changed signicantly in what is needed and

support on both the client and server. This sessions discusses effective strategies so you can prepare for the

upgrade or migration with the full knowledge of all you need for success.



Room: Van Gogh 2

Title: Performance Tuning HANA 10.0/10.1

Description: HANA is the most powerful data platform available in the SAP portfolio, however, simply

purchasing HANA does not guarantee the huge gains in performance that SAP highlights. Learn the scenarios

where HANA can make a world of difference, and how it must be congured to ensure success.



Room: Van Gogh 2

Title: Reducing Cost of Ownership

Description: When deployed properly, BPC can have a low cost of ownership prole. Talk with an expert

TECHNICAL Track

AGENDA


AGENDA AGENDA



1



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TECHNICAL Track

at making client environments successful to determine how you can get the right people, technology, and

processes in place to establish an internal capability to become independent, and deliver the best results. The

focus is to achieve the most sustainable results at the lowest cost.

Presenter(s): Rick Bryant, Mike Sullivan


Room: Van Gogh 2

Title: Cloud for Planning Technical Architecture

Description: Cloud for Planning is SAP’s latest addition to the EPM portfolio. Listen to an expert discuss how

the solution was architected to deliver the latest capabilities to clients.

Presenter(s): Kirk Anderson (SAP)


Room: Van Gogh 2

Title: Cloud Deployment Options for BPC

Description: BPC is well known as SAP’s agship EPM solution deployed most commonly on premise. Did

you know that BPC can also be deployed as a cloud solution? Column5 experts walk you through several

options and a comparative cost model for you to evaluate whether this deployment option makes sense foryour organization.


Date/Time: Thursday, February 26, 10:00am -10:50am

Room: Van Gogh 2

Title: Recommended Information Sources

Description: Supporting BPC can be a challenging task. Get tips from our experts on where they go to get the

most reliable information on BPC and dependent technology.



Room: Van Gogh 2

Title: BPC Production Roundtable Q&A

Description: SAP BPC is a powerful and exible solution, but there can be pitfalls when certain features are

used in the wrong proportions. Attend this moderated session to air your challenges, share your solutions, and

come away with answers to your nagging questions.

Presenter(s): Charles Dagaev, Mike Sullivan, Frank Ruff, Pras Chatterjee


Room: Van Gogh 2

AGENDA


AGENDA AGENDA



TECHNICAL Track

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Title: Disaster Recovery Conguration Tips for BPC for Microsoft & NetWeaver

Description: Our expert shares tips to ensure your BPC solution is safeguarded in the event of failures in your

environment.



Room: Van Gogh 2

Title: Conguring a High Availability/High Scalability Environment for Microsoft & NetWeaver

Description: BPC is a mission critical application, and enterprises are making unprecedented investments

to make BPC highly available and highly scalable. If this is important to your organization, learn tips from our

expert on how to make this a reality.



Room: Van Gogh 2

Title: Integrating BPC with Business Intelligence

Description: BPC & Business Objects are commonly implemented together. Learn about security,

performance, functional, and process considerations to make the most of this integration.

Presenter(s): Charles DagaevDate/Time: Friday, February 27, 10:00am - 10:50am

Room: Van Gogh 2

Title: Technical Administrator Training Recommendations

Description: A critical component to success for any solution is assigning the right people to the internal team.

For best results in terms of performance, stability, customer satisfaction, and cost of ownership, hiring the

right individual(s) is of paramount importance. Our expert reveals what the ideal candidates look like, and the

training you can invest in to increase the capabilities of the staff you do have.



Room: Van Gogh 2



AGENDA


AGENDA AGENDA

TECHNICAL Track

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CUSTOMER SUCCESS STORIES



AGENDA


AGENDA AGENDA

Title: The Co-operators: A BPC Journey

Description: Hear from The Co-operators, a Canadian insurance company, on their usage and development

of the BPC environment. Jennifer Grimes, Finance Business Systems Consultant, will discuss how they re-

implemented the system, upgraded to 7.5 MS, and rebuilt their

applications. This resulted in decreased manual workarounds

and made the system more exible and stable. They will

explain their successes, and future projects that are plannedwith Column5.

Presenter(s): Jennifer Grimes, The Co-operators


Room: Van Gogh 1

Title: How Fluidmaster is Using BPC Microsoft for Global Planning,

Forecasting, and Reporting

Description: For more than 50 years, Fluidmaster has been at the forefront

of the toilet care market by providing innovative yet easy-to-use products

that are of the highest quality, and is the #1 selling brand of toilet repair

products in the world. During this session, learn how Fluidmaster is usingBPC Microsoft to automate their global planning, forecasting, and reporting

requirements. Hear from David Wright, Director, Financial Planning &

Analysis, about their plans to upgrade to version 10.1 Microsoft and deliver tighter integration with their recent

rollout of JD Edwards ERP.

Presenter(s): David Wright, Fluidmaster


Room: Van Gogh 2

Title: How CKE Restaurants is Using BPC Microsoft v 10 for Planning, Forecasting, &

Financial and Sales Reporting

Description: CKE is a leading fast-food operator with about 3,500 eateries across the

country, including Carl’s Jr. and Hardee’s Food Systems. During this session, learn howCKE is using SAP BPC Microsoft to streamline their planning, forecasting, and reporting

requirements, including daily sales reporting across each of their stores. Hear from Robert

Yam, Finance Manager, about CKE’s recent upgrade to version 10 Microsoft and migration

of nancial reporting from PeopleSoft.

Presenter(s): Robert Yam, CKE Restaurants


Room: Van Gogh 1

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CUSTOMER SUCCESS STORIES



AGENDA


AGENDA AGENDA

Title: How ServiceNow is Using BPC10 NetWeaver and HANA for

Planning and Reporting

Description: ServiceNow is changing the way people work. With a

service-orientation toward the activities, tasks and processes that

make up day-to-day work life, we help the modern enterprise transform the delivery and management of

services. ServiceNow provides service management for every department in the enterprise including IT, human

resources, facilities, eld service and more. During this session, learn how ServiceNow is leveraging the SAPBPC version 10.1 solution for NetWeaver and HANA to help automate their planning and reporting processes.

John To, Finance Systems Manager, will explain the benets of their implementation and future plans for

improvements.

Presenter(s): John To, ServiceNow


Room: Van Gogh 2

Title: Barnes Group - Implementation and Expansion of BPC

Description: Barnes Group, an international industrial and aerospace manufacturer and services provider,

shares their BPC journey from implementation forward. Terri Adams, Financial Systems Manager, and Tia

Ly, Financial Systems Analyst, will explain Barnes Group’s usage of BPC, as they lead 160 users on v10

Microsoft. Hear about how they selected BPC, implementation highlights, and opportunities for the future.Presenter(s): Jennifer Grimes, The Co-operators


Room: Degas 1

Title: EPM Process Improvement Roundtable

Description: Hear from a discussion panel on process improvements

made through creative application of BPC. Moderated by the Column5 team, learn how customers have used

the BPC platform to create tangible value for their organizations.

Presenter(s): Customers & Column5 Moderators


Room: Van Gogh 1

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COLUMN5

David Den Boer, CEO

David Den Boer founded Column5 Consulting in 2005. A dedicated professional

services practitioner and entrepreneur, he has applied his signicant technical

delivery experience and broad experience providing solutions across a wide variety

of industries — and raising the standards for what success means within EPM. As

a founding principal with the launch of Column5, David sought to extend the focus

of EPM beyond just implementing technology, assembling a team of businessprocess visionaries and senior product talent with unmatched ability to deliver world-

class EPM solutions. Under David´s leadership, Column5 has evolved beyond its

reputation for technically superior solutions to be an inuential global provider of

high-value EPM solutions. The effectiveness of these solutions on behalf of Column5

clients has been validated by double-digit growth each year since inception. His prior

experience includes consulting experience as Director of Services at OutlookSoft

from 2000 to 2005.

David can be contacted at: +1.800.360.7839 x706 or [email protected].

Mike Sullivan, Vice President - Delivery

Mike is a seasoned professional with over 19 years combined experience in

requirements gathering, needs analysis, EPM solution design, EPM solution delivery,

and knowledge transfer related to EPM and Business Intelligence Applications. As VP

of Planning and Consolidation, he oversees Column5’s Regional Delivery Managers.

Mike was a former Services Director with OutlookSoft, where he worked from 2000 to

2006. The hallmark of Mike’s skill set is the combination of strong business acumen

and deep technical skills which enable the translation of business requirements

into system design and innovative solutions. Mike also has a long-standing history

of successful implementations and satised customers across multiple industries

using multiple products – over 100 with SAP BPC alone. Mike is a CPA with a strong

background in Accounting and specializes in Consolidations and Driver BasedPlanning.

Mike can be contacted at: +1.630.637.0506 or [email protected].



SPEAKER BIOS

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COLUMN5



SPEAKER BIOS

Steve Sussman, Vice President - Sales & Marketing

Steve Sussman oversees Column5´s global sales, business development and

marketing initiatives. He has over 20 years of experience in the EPM industry,

including time with Hyperion and OutlookSoft/SAP in sales and marketing roles.

Steve delivers a wealth of experience through his educational, consultative approach.

His ability to partner with executives from global organizations plays a vital role

in helping transform their companies. Under Steve´s direction, Column5´s salesteam focuses on educating clients to appreciate sources of value. In this way,

Steve´s contributions reach beyond sales —he has helped many achieve personal

advancement by driving business results from successful EPM initiatives.

Steve can be contacted at: +1.480.779.6933 or [email protected].

David Jones, Managing Director - UK & EMEA

David Jones has spent 27 years working in the EPM (Enterprise Performance

Management) space. He is a Chartered Accountant and expert in nancialmanagement and EPM. He works with organisations to design and implement, high

performance, agile and reliable performance management solutions. He has particular

expertise in nancial reporting and fast close, integrated planning and forecasting

and EPM transformation business case development. David had a leadership role in

PwC’s EPM practice for many years but joined Column5 to focus on delivering EPM

transformation with SAP EPM. He has worked with multiple iconic clients in the UK,

Europe and the Middle East across multiple sectors including pharmaceutical, natural

resources, retail, manufacturing, consumer goods, automotive and nancial services.

He has worked with many of the European Close Cycle Ranking leaders to achieve

sustained and effective fast close characteristics. He leads our global EPM research

activities, including the EPMi Close Cycle Rankings and the EPMi Corporate Centre

EPM process benchmark and writes regularly on the topic of best practice EPM.

David can be contacted at: +44 (0) 1223 96 88 55 or [email protected].

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COLUMN5



SPEAKER BIOS

Charles Dagaev, Global Director - Technical Services

Charles began his SAP BPC career with exposure to the software in 2001 with

OutlookSoft, the original creator of the BPC, and worked at SAP until 2008 when

he came over to Column5. He is certied as both an Application and Technical

Consultant for the software, having performed over 1000 technical implementations

of the BOBJ Analytics software products across every different business verticalworldwide over the past 13+ years. He currently runs the Global Technical Services

group at Column5 with a team of SAP Analytics (EPM/EIM/BI/HANA/NW/BW/MS)

resources, all of whom have been the Subject Matter Experts (SME) in the numerous

areas of the aforementioned software including NetWeaver, HANA, and Microsoft

technology stacks.

Charles can be contacted at: +1.800.360.7839 x751 or [email protected].

Ty Jessup, Director of Solutions

Ty has over 28 years of experience working with Enterprise PerformanceManagement solutions as a customer and a consultant. For the past 12 years, Ty has

focused his efforts primarily on BPC and SAP’s EPM Solutions, having worked for

OutlookSoft and Column5. Ty has been at Column5 since 2006 and has contributed

to the successful implementations of some of Column5’s largest customers. In

his current role as the Director of Solutions, Ty leads a team that is focused on

supporting sales by helping both new prospects and existing customers see the value

and benets of the combination of SAP’s EPM Solutions and Column5’s Consulting

Expertise.

Ty can be contacted at: +1.800.360.7839 x707 or [email protected].

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COLUMN5



SPEAKER BIOS

Jennifer Harlan, Global Director of Training Solutions

Jennifer Harlan directs the EPM Academy, Column5’s formal training practice. She

has 20 years of experience in the EPM industry, including 8 years at Hyperion and

4 years at OutlookSoft/SAP. Jennifer’s skillset combines innovative curriculum

development and engaging training delivery, leveraging best-in-class tools to develop

customer-centric and industry-specic EPM training for consumption via on site

classroom, virtual classroom, and online independent eLearning. She has developedEPM training programs for all audiences and industries, as well as delivering over

400 dynamic live training sessions.

Jen can be contacted at: +1.800.360.7839 x768 or [email protected].

Rick Bryant, Senior Director - Center of Excellence

Rick has over 14 years of support, consulting and sales experience in the Analytics

arena. Rick joined Column5 in June of 2012 to lead our Center of Excellence. The

Center of Excellence acts as a trusted advisor to both customers and internal salesand delivery teams; engaging in customer insights, potential new client assessments

and recommendation for performance improvement based on best practices.

Rick can be contacted at: +1.800.360.7839 x717 or [email protected].

Connie Folk, Global Director - Program Management Ofce

Connie Folk is the Global Director, Program Management Ofce (PMO) at Column5

Consulting. Connie has over twenty years’ experience leading EPM projects and

transforming organizations through the use of quality practices, business process

re-engineering and strategy execution. She has extensive experience in project

management methodologies including SAP ASAP. She is a certied Lean Six SigmaBlack Belt and a certied Organizational Change Management Professional.

Connie can be contacted at: +1.800.360.7839 x775 or [email protected].

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COLUMN5



SPEAKER BIOS

Frank Ruff, Senior Director - Product Development

Frank has been working in the Enterprise Performance Management (EPM) space

for over 15 years. Over these years, he has always kept one foot on the technical

side with the other rmly planted on the functional business user side. Throughout

his time in the EPM sphere, Frank has designed and built systems for the largest

of enterprises, delivering high quality, high performance, EPM solutions. Frank’svaried experience has made him well-versed in industries ranging from high tech, to

manufacturing, to retail. Frank’s combination of strong business acumen and deep

technical skills give him the unique ability to translate complex business requirements

into innovative software solutions. Frank is now overseeing the Darwin initiative within

Column5, where his vast experience is being incorporated into the exciting new

products being offered by Darwin EPM.

Frank can be contacted at: +1.800.360.7839 x739 or [email protected].

Vishal Goradia, SAP Basis Consultant

Vishal has over 14 years of IT experience, of which 10 years are in SAP System

Administration. He has worked on various SAP products including SAP ERP, SAP

BW, SAP BPC, SAP Solution Manager, and more. He has also worked across

multiple operating systems, such as Windows, IBM iSeries, Linux, HP-UX and IBM

AIX, and Databases – SQL Oracle and DB2. Vishal has been a part of 15 BPC

implementations and 9 ERP and BW upgrade projects. Basis activities include,

installing Kernel and software patches, performance tuning, system monitoring,

setting up traces, user creation, security design, system refreshes, client copies,

production support, external access to the system, etc.

Vishal can be contacted at: +1.800.360.7839 x794 or [email protected].

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SAP



SPEAKER BIOS

Pras Chatterjee, SAP Director Product Marketing, Enterprise Performance

Management (Planning)

Pras Chatterjee is a Director of Product Marketing for Enterprise Performance

Management specializing in Planning solutions. Prior to joining Product Marketing,

Pras was a Practice Manager for SAP Business Analytics Services in North America

as a leader in the EPM practice. He has also served as a Solution Architect forSAP Business Planning and Consolidation version for the Microsoft platform and

SAP NetWeaver focusing on Planning and Consolidations around the globe. Pras

is a Certied Management Accountant and has worked with various software rms

in the EPM space as well has had a career in Finance with various Fortune 500

organizations.

Pras can be contacted at: [email protected].

Kirk Anderson, Vice President, SAP EPM Go to Market

Kirk Anderson is a Vice President of EPM Go to Market. Currently his primary areas

of responsibility are SAP Business Planning and Consolidation and SAP Cloud

for Planning. Prior to joining EPM Go to Market/Solution Management, Kirk was

a member of the SAP Platinum Consulting organization, focusing on Corporate

Financial Reporting. Kirk is a Chartered Accountant and prior to joining SAP, worked

in Public Accounting before joining the international audit department of Dart and

Kraft Industries, where he worked extensively throughout Europe and the Asia/Pacic

regions.

Kirk can be contacted at: [email protected].

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CUSTOMER SPEAKERS



SPEAKER BIOS

Jennifer Grimes, BPC Administrator

Jennifer Grimes CPA, CMA has worked at the Co-operators for 11 years. As a

designated Accountant with a technical bend she very quickly developed her love

of Finance Systems. Jennifer has been the BPC Administrator since the inception

of BPC at the Co-operators. In 2013/2014 she successfully lead the Consolidation

rebuild project and is currently leading the Coseco Premium and Claims project.Jennifer has over 6 years of experience working with BPC.

Jennifer can be contacted at: [email protected].

Robert Yam, Finance Manager, CKE Restaurants

Robert Yam is the Finance Manager at CKE Restaurants, overseeing their BPC

projects. Robert has over ten years of experience in nance and nancial planning

roles. He has been with CKE for over ve years, and previously held nance andnancial planning positions at Pacic Sunwear and Forever 21.

Robert can be contacted at: [email protected].

David Wright, Director of Financial Planning & Analysis, Fluidmaster

David Wright is Director, Financial Planning & Analysis for Fluidmaster. Based in

Orange County, CA, David has over fteen years of experience in nancial planning

with an emphasis on budget process, protability analysis, forecasting, salesreporting, and nancial system implementations. David has been with Fluidmaster for

almost seven years, and previously held nance positions at AkzoNobel, CB Richard

Ellis, and Mattel.

David can be contacted at: [email protected]

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CUSTOMER SPEAKERS



SPEAKER BIOS

John To, BPC Finance Systems Manager, ServiceNow

John To is the Finance Systems Manager for ServiceNow. Based in Santa Clara, CA,

John is a Financial Technologist. He is an intellectually curious and technologically

adept leader with keen focus on data, efciency, and process improvement. John’s

specialties include: Accounting, Economics, Financial Forecasting, Logistics

Management, Financial Data, Organizational Development, Visual Basic, ForecastingProcess, and Financial Consolidation.

John can be contacted at: [email protected].

Terri Adams, Financial System Manager, Barnes Group

Terri Adams is the Financial Systems Manager with Barnes Group. With over 20

year of experience in accounting and nancial systems, she has had exposure to

many different software solutions. She has been involved with the implementation

of Comshare FDC, SAP BPC, Sage Fixed Assets, JBA, and Concur T&E. Her BPCteam supports about 160 users.

Terri can be contacted at: [email protected].

Tia Ly, Financial System Analyst, Barnes Group

Tia Ly works for Barnes Group as a Financial Systems Analyst. She has over 10

years of experience working with nancial systems, and has implemented MPC

powered by Infor, Comshare FD, SAP BPC. Tia is the resident expert in BPC and is

a power user.

Tia can be contacted at: [email protected].

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NOTES

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NOTES

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