Enterprise Performance Management

ORGANISED BY OFFICIAL REGIONAL RECRUITMENT PARTNER

Brand New!

Enterprise Performance Management Linking Strategy To Execution How large organisations can adopt Enterprise Performance Management (EPM) processes and applications to improve the performance of the whole group 23 – 26 September 2012 • Dusit Thani Hotel, Dubai, UAE

This brand new course covers: • What is EPM? Overview and understanding best practices

EPM is changing Finance!

• Linking strategy to execution • From strategic plan to rolling forecast

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• Financial close and management (actual) reporting and consolidation • Use of new EPM technology

Enterprise Performance Management 23 – 26 September 2012 • Dusit Thani Hotel, Dubai, UAE Meet Your Expert Course Director

Course Overview Enterprise Performance Management (EPM) is about having processes, data

Klaas van de Geest is an expert in the area of

and metrics as well as systems that are integrated across the enterprise and

Enterprise Performance Management, group reporting

aligned to the business drivers and strategy. In the current economic situation

and consolidation. He has broad experience in best

and fast changing world it is the challenge for large enterprises to adopt EPM

practice around “Fast Close” and the implementation of

knowledge, processes and technology to create insight and foresight into the

EPM applications. He has worked in this area for more

performance of the enterprise with confidence to result in high performance.

than 20 years and was managing the performance management practice at IBM Business Consulting Services (Formerly PricewaterhouseCoopers Consulting) before he started his own consulting practice.

As a project manager he has been involved in various implementation projects of management information, group reporting and consolidation

This EPM training will help you: • Convert your strategy into measures • Leverage core components of the business: organisation structure, people and processes • Implement the required IT infrastructure and EPM applications.

Course Methodology

systems, including reporting on multi-GAAP, IFRS and Fast Close. He has

The course consists of interactive presentations, case studies of EPM projects

worked in the Corporate Centres of organisations across all sectors all over

and exercises to work on the current situation.

Europe and the Middle East.

For the technology part we will invite vendors to show their latest EPM software and solutions (live demo).

As a subject matter expert Klaas has published various articles around Fast Close, consolidation, reporting and IT technology and was the author of

Who Should Attend?

the trainings: Implementing the Balanced Score Card and Corporate Centre

This course is designed primarily for those managers working at large

Analytics. A yearly Fast Close survey is released to monitor progress in the

multinationals and working at Group level or Head quarter responsible

Dutch market. As founding member of BPM International he was also one of the developers of the Improve Close methodology Mercury and Fast

for the group reporting, group planning and budgeting, group consolidation and performance management: • Group finance staff

Close training.

• CFO/FD • Group controller

Register and Receive:

• Group financial consolidation and reporting

✔ Free copy of the European EPM Study 2011

• Group IT/CIO

✔ Free copy of the Close Cycle Rankings 2012 tables Course Outline

✔ Fast Close book ✔ Offer to participate in online EPM assessment

Would you like to run this course in-house?

After this unique EPM training, you should understand the concepts and benefits of EPM and how your organisation can benefit from it: • Be clear on how technology can enable effective and efficient EPM • Understand the holistic nature and interdependency across EPM processes • Recognise opportunities to improve as an organisation with EPM

The in-house training division of IIR Middle East Tel: +971 4 407 2624 • Email: CTS@iirme.com www.iirme.com/cts +971 4 335 2437

+971 4 335 2438

• Construct a robust EPM business case and roadmap • Understand conceptually how to implement an Enterprise Performance Management solution • Know which methods to use to design an EPM framework

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www.iirme.com/EPM

Course Timings Registration and coffee will be at 07:30 on Day One. The programme will commence at 08:00 and conclude at 14:30 with lunch. There will be refreshment breaks at approximately 10:30 and 12:30.

Day One EPM Overview On the first day we will focus on the concepts behind Enterprise Performance Management and its benefits for your organisation.

We will touch all dimensions of EPM: • Organisation & People • EPM processes • Data and Quality • Applications

During this day we will focus more on the actual reporting process, both financial and non-financial. Based on some external benchmarks you will get a better understanding of the internal and external benefits and advantages of a fast and efficient close and reporting process. We will introduce process mapping techniques to understand the current AS-IS processes and to understand how to become better and faster. Integration of management reporting and (legal) financial reporting will be discussed and the concepts of a Standard Chart of Accounts.

Day Three will cover: - Integrated management and financial reporting - Fast Close: Improve quality and speed - Last mile in finance - Case studies

Day One will cover: - What is EPM and how to benefit from it - One version of the truth concepts - Corporate centre finance transformation - Benchmarking: How to become better

Day Four EPM Applications And Technology

Day Two From Strategic Plan To Rolling Forecast Companies are challenged to link strategy to execution and the first steps within EPM are the strategic planning process, the financial planning and (rolling) forecasting. We will discuss trends that companies move away from traditional budget processes to target setting in combination with rolling forecast.

The concepts of ‘Strategy to Plan’ will be discussed, as a process by which organisations monitor long term strategic plans by cascading aligned financial and non-financial measures throughout the organisation, monitored by comprehensive planning and budgeting processes, which are critical competencies for organisations to plan, manage and execute strategy effectively.

Day Two will cover: - Strategic long term planning processes - Better budgeting - Rolling forecast - Case studies

In this session we will introduce new technology that is needed to support new EPM processes in the organisations. We will cover the developments of the main EPM vendors like Oracle, SAP and IBM Cognos but also look at local software vendors and ‘niche’ players in the market.

We will also focus on the ‘last mile’ of reporting and the new technology that is available to manage the closing and reporting process:

Close Sub Ledgers into GL (i.e. AR, AP, FA, etc.)

Sub Ledger Close

General Ledger Close

Gather and validate complete data sets to support all financial reporting needs (i.e. Legal Entity, Segment, Management, Tax, Sustainability Metrics etc.)

Data Assurance

Perform Reconciliations • Bank Reconciliations • Standard Account Recon • Sub Ledger Recon Post Accruals Manage entity close process

Consolidation

Deliver self service reporting to the organization for performance discussions and plan realignment Internal Mgmt Reporting

Automate and deliver Edgar & XBRL filings, Statutory filings, Tax, etc

External Financial Reporting

Automate consolidated financial reporting leveraging multiple hierarchies/dimensions and calculations (i.e. CTA, FASB, KPI’s, FX, Retained Earnings, Topside Entries, Journals etc.)

Consolidation

Automate external reporting Automate gathering of disclosures and financial information Measure & Manage Group process

Day Four will cover: - Trends in new EPM technology - How to implement new EPM applications technology - Package selection and knock out criteria - EPM vendor overview: Trends in the market - Case studies of EPM projects/Live demo

Day Three From Financial Close To Analysis Performance is measured by capturing, consolidating, reporting and analysing actual results. Reporting and analysis must be aligned to the financial and non-financial measures prescribed during the ‘Strategy to Plan’ process. The goal is to create transparency around the actual performance against targets, provide insight to identify and understand plan deviations early and define and execute the right actions to improve performance. Key challenges include: • Lack of consistent, streamlined information to support management decisions

+971 4 335 2437

• Lack of integration between management, legal and regulatory reporting • Reliance on largely manual reporting processes • Non-transparent and inconsistent data “silos” in different functions that have grown by evolution • No cross-functional ownership and governance for data definitions, reports and systems • Lack of flexible and scalable tools used in the reporting and analysis cycle

+971 4 335 2438

Requirements: Delegates should preferably have a basic understanding of the Group Finance processes (Planning, budgeting, forecasting, consolidation, management reporting, external reporting, month end close, financial close).

Assessment Process: - Team tasks and interactive discussion - Deliver a process map (AS-IS and TO-BE) of own situation/company - Deliver an EPM project charter

register@iirme.com

www.iirme.com/EPM

Enterprise Performance Management 23 – 26 September 2012 • Dusit Thani Hotel, Dubai, UAE FIVE WAYS TO REGISTER IIR Holdings Ltd. P.O Box 21743 Dubai, UAE

+971 4 335 2437 +971 4 335 2438 register@iirme.com

www.iirme.com/EPM

DISCOUNTS AVAILABLE FOR 2 OR MORE PEOPLE CALL – +971 4 335 2483 E-MAIL – a.watts@iirme.com BC4569 Event

Course Fee Before 8 July 2012

Course Fee Before 29 July 2012

Final Fee

US$ 3,895

US$ 4,395

US$ 4,695

Enterprise Performance Management

WOULD YOU LIKE TO RUN THIS COURSE INͳHOUSE?

23 – 26 September 2012

Course fees include documentation, luncheon and refreshments. Delegates who attend all sessions will receive a Certificate of Attendance.

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A confirmation letter and invoice will be sent upon receipt of your registration. Please note that full payment must be received prior to the event. Only those delegates whose fees have been paid in full will be admitted to the event. You can pay by company cheques or bankers draft in Dirhams or US$. Please note that all US$ cheques and drafts should be drawn on a New York bank and an extra amount of US$ 6 per payment should be added to cover bank clearing charges. In any event payment must be received not later than 48 hours before the Event. Entry to the Event may be refused if payment in full is not received.

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Cancellation If you are unable to attend, a substitute delegate will be welcome in your place. Registrations cancelled more than 7 days before the Event are subject to a $200 administration charge.

Registration fees for registrations cancelled 7 days or less before the Event must be paid in full. Substitutions are welcome at any time.

Avoid Visa Delays - Book Now Delegates requiring visas should contact the hotel they wish to stay at directly, as soon as possible.

Visas for non-GCC nationals may take several weeks to process.

All registrations are subject to acceptance by IIR which will be confirmed to you in writing.

Due to unforeseen circumstances, the programme may change and IIR reserves the right to alter the venue and/or speakers.

Event Venue: Dusit Thani Hotel, Dubai, UAE Tel: +971 4 343 3333 Accommodation Details We highly recommend you secure your room reservation at the earliest to avoid last minute inconvenience. You can contact the IIR Hospitality Desk for assistance on: Tel: +971 4 407 2693 Fax: +971 4 407 2517 Email: hospitality@iirme.com © Copyright I.I.R. HOLDINGS B.V.

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