Oracle Enterprise Performance Management Strategy Summit 2016
Summit Guide Thursday, 13 October 2016 Shangri-La Hotel, Sydney
Welcome Welcome to Oracle EPM Strategy Summit Sydney 2016 Welcome to the Oracle Enterprise Performance Management Strategy Summit Sydney 2016. Now in its fifth year, the Oracle EPM Strategy Summit is the premier event for CFOs and senior finance leaders looking to broaden the impact of finance on business strategy and growth. This year’s Summit will explore on how the digital age is impacting your organisation with expert insights and networking opportunities designed to give you the competitive edge you need in three key areas: Building the Next-Generation Finance Function, New Enterprise Performance Management Experience and The Cloud Journey to Modern Finance. Over the course of the Summit you will hear from Oracle Product Management and Oracle Customers as they share their stories, best practices & experiences using our Cloud EPM Solutions. I encourage you to take advantage of this unique opportunity to meet with fellow Hyperion customers and discuss the key finance and technology best practices CFOs are leveraging today to drive sustainable performance in their industries. I trust you enjoy the EPM Summit and find it informative and well worth the time invested in attending. Sincerely, Jo-Anne Ruhl Vice President Applications Oracle Australia & New Zealand
Free WiFi Available Complimentary WiFi has been arranged for EPM Strategy Summit. To connect, simply select the Shangri-La wifi network and click accept. There is no password required. 2
Discounted Parking Available A daily rate of $44 has been arranged with Secure Parking. Please leave your vehicle keys with the on-site valet Parking Staff. For more information visit: http://bit.ly/2bVvu5c
Agenda 08:45 - 09:15
Registration and Light Breakfast
09:15 - 09:30
Welcome Address Thomas Fikentscher, Senior Director ERP/EPM, Oracle ANZ
9:30 - 10:30
Keynote Presentation: Oracle EPM Strategy Matthew Bradley, Senior Vice President, Product Development
10:30 - 10:45
Morning Tea Break
10:45 - 11:15
Modern Finance Calendar Mahadevan Natarajan, Senior Director EPM, Oracle APAC
11:15 - 12:15
Planning in the Cloud Muthu Ranganathan, Director Product Development
12:15 - 13:15
Lunch in Cafe Mix
13:15 - 13:45
Narrative Reporting in the Cloud Matthew Bradley, Senior Vice President, Product Development
13:45 - 14:45
Financial Close in the Cloud Rajesh Bhatia, Vice President, Product Development
14:45 - 15:30
Afternoon Tea Break
15:30 - 16:00
EPM Cloud Customer Story - St John Ambulance WA Antony Smithson, Finance & Administration Director Sponsored by M-Power Solutions
16:00 - 16:30
Ask the Experts - Q&A Session
16:30 - 17:30
Networking Drinks & CanapĂŠs and Meet the EPM Experts Heritage Plaza Terrace (Ground Floor)
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Presentation Abstracts Oracle EPM Strategy
Narrative Reporting in the Cloud
Matthew Bradley Senior Vice President, Product Development
Matthew Bradley Senior Vice President, Product Development
Vision, trends and strategic investment areas planned for Oracle Enterprise Performance Management include demos of upcoming innovations
Modern Finance Calendar
Optimise and elevate your narrative reporting needs with Oracle Enterprise Performance Reporting Cloud. This session will showcase how customers can take advantage of a secure, collaborative, and process driven service for defining, authoring, reviewing, and publishing financial and management report packages.
Mahadevan Natarajan Senior Director, EPM Asia Pacific
Financial Close in the Cloud
A preview of the modern finance calendar highlighting the value of performance management process in day-to-day life in the office of finance covering all aspects: 1) Financial Statement Planning, Workforce Planning, Capital Asset Planning, Project Financial Planning 2) Operational Planning 3) Profitability and Cost Management
Planning in the Cloud Muthu Ranganathan Director, Product Development The Oracle Enterprise Planning Cloud puts you in control and keeps everything connected. Whether you are in corporate FP&A, sales, marketing, HR, or operations, everyone wins with the simplicity of the cloud. This session will highlight the following business processes: 1) Financial Statement Planning, Workforce Planning, Capital Asset Planning, Project Financial Planning 2) Operational Planning 3) Profitability and Cost Management
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Rajesh Bhatia Vice President, Product Development Streamline and optimise your financial consolidation, financial close and account reconciliation processes with the Oracle Financial Close Cloud solutions. This session will highlight the following business processes: 1) Financial Consolidation 2) Supplemental Data Collection 3) Financial Close Orchestration 4) Account Reconciliation
Journey to Planning & Budgeting Cloud - Sponsored by M-Power Solutions Antony Smithson Finance & Administration Director, St John Ambulance WA St John Ambulance Western Australia is a charitable, not-for-profit, humanitarian organisation that has served the community through first aid for over 120 years. They were a long time Hyperion Planning customer and have implemented Planning & Budgeting Cloud Service.
Presenter Profiles Matthew Bradley
Senior Vice President, Product Development, Oracle Corporation Matt joined Oracle UK straight out of college in the late 80’s. Working within OCS specifically in the Healthcare vertical, was involved in some very early EBS deployments. As Oracle moved towards establishing a presence within applications he helped introduce some OEMs into the UK marketplace, ultimately leaving Oracle to join a small startup in US in the early 90’s. After surviving several acquisitions and divestments, Matt ended up as a general manager within National Data Corporation providing packaged applications and transactional systems for the international healthcare market specifically with in the world of HMO, PPOs and their impact of hospital revenue and costs. From there Matt joined Quadramed as a VP development, managing a very geographically dispersed team of 150 engineers in the electronic medical records space. As Quadramed grew by acquisitions, Matt’s role was geared towards bringing the smaller companies together to make the whole bigger than the sum of the parts. After leaving Quardamed in 2000 Matt joined Hyperion, helped introduce Hyperion Planning to the marketplace, led several initiatives to move from a point product strategy to one focused on a “system” strategy, established a 500+ multi-shore development presence and a centralized QE organization. Following the acquisition by Oracle, Matt has continued in this leadership role with the EPM/BI engineering teams and is now the SVP development responsible for Oracle’s BI and EPM products.
Rajesh Bhatia
Vice President, EPM Product Development Oracle Corporation Rajesh Bhatia is the VP of Product Development, Oracle Enterprise Performance Management. In his current role Rajesh is responsible for development of various applications focused on the close, consolidation and reporting domain. Rajesh brings over 20 years of enterprise application development experience to Oracle. He started his career at Oracle working on collaboration applications and then as a senior development manager in Oracle Financials. After which is held senior management and executive roles at small successful startups focused on financial performance and compliance management before returning back to Oracle in 2008.
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Presenter Profiles Muthu Ranganathan
Director, Product Development, Oracle Corporation Muthu is driving new product innovations in the area of Planning & Budgeting with the power of EPM Cloud and also contributing to the overall EPM product strategy at Oracle. Muthu has 20+ years’ experience across enterprise software working for companies such as Ramco, Hyperion, SAP and now at Oracle, and prior to that worked in Office of Corporate finance at Pepsi, Ford & Arvind. His experience spans across product management, strategy, business development and delivery roles. He is a Chartered Accountant and Management Accountant by educational qualification.
Mahadevan Natarajan
Senior Director, EPM Asia Pacific, Oracle Corporation Mahadevan Natarajan is the Senior Director APAC for EPM Pillar at Oracle Corporation. Maha is responsible for the success of Enterprise Performance Management business across APAC, devising & sharing best practices around financial reporting, management reporting, planning, budgeting and forecasting areas among finance community. Maha is an associate member of Institute of Chartered Accountants of India and also a Grad member of Cost & Works Accountants of India. He has been a finance manager, functional consultant and a trusted advisor to the business heads. He specializes in improving ways to streamline analytical reporting and monitoring process through the use of technology, so as to improve efficiency & effectiveness of resources and improve the business performance of an organisation.
Antony Smithson
Finance & Administration Director, St John Ambulance WA Antony is a Fellow Chartered Accountant (ICAEW) with over 20 years’ experience. Prior to joining St John Ambulance WA as Finance and Administration Director he has held CFO and senior finance roles in FMCG, Retail and Health businesses in Spain and in the UK, including Overseas Supermarkets, MASTA, R&R Ice Cream, and Carlsberg Breweries, after qualifying with Deloitte.
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Event Partners Event Sponsor ASG ASG is a leading IT business solutions provider in Australia. We are customer focused and responsive. We have accumulated a wealth of knowledge in the IT services industry covering consulting, professional and managed services, hosted and cloud solutions. Having implemented more than 500 projects, ASG’s Enterprise Analytics and Performance practice has specialised experience in Enterprise Performance Management (EPM), Business Intelligence, Data Warehousing and Advanced Analytics. We have one of the largest Oracle/Hyperion EPM and BI practices in Australia, and have managed many large and small implementations across a range of sectors. We also have complementary ERP practices. Companies worldwide have embraced the value of EPM – solutions that bring together data, processes, and analytics to help a company make better decisions, improving supplier and customer performance, profitability, and business plans. Until recently, the standard for EPM deployments was on premise, but recent advances in cloud solutions make subscription to EPM functionality in the cloud available and highly cost effective. ASG is well versed in taking account of this dynamic environment, and can help you hone in on the best solution for your needs. This includes factoring in functionality, cost, implementation speed, and practicality to find the solution that’s right for you. For more on ASG, please visit our web site at www.asggroup.com.au
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Event Partners Event Sponsor Deloitte Deloitte provides consulting, audit, tax and financial advisory services to public and private clients spanning multiple industries. With a globally connected network of member firms in more than 150 countries, Deloitte brings world-class capabilities and highquality service to clients to address their most complex business challenges. The Australian partnership of Deloitte Touche Tohmatsu is committed to the creation of value and growth, client service and its people – 640 partners and more than 5400 people located in 14 offices across the country. Deloitte’s Performance Practice in Australia is a team of over 400 professionals providing services to Australia’s leading corporate companies and government agencies focused on operating performance and productivity. This is enabled through integrated offerings across Deloitte Australia’s service areas and our leading global and alliance network. Our services span the performance dimensions of the CFO / CXO roles. Our insight driven approaches take a commercial focus on decisions linked to the value chain – turning data into insights, optimising decisions in real time and automating outcomes with intelligent systems. The Deloitte Performance Practise has four key areas of focus: • Finance – enabling better finance and business decision making • Data – Transforming data into insights • Analytics – Optimising decisions with advanced intelligence • Automate – Automating outcomes with intelligent systems Oracle’s First Global Cloud Elite partner, Deloitte and its member firms provide access to professionals who possess deep knowledge across Oracle Cloud applications and technology. Additionally, Deloitte has developed IP to accelerate the transition to the cloud maximising value while managing risk. Taking your organisation somewhere it’s never been before? Specialised Oracle Cloud Offerings & Highlights • Deloitte’s Transition Lab for Oracle Cloud – structured and comprehensive framework to help organizations assess and prepare for a cloud transition driven by a focus on business value, optimal architecture and risk • SolutionPrint™ Financial Analytics - purpose built applications based on Oracle Planning and Budgeting Cloud Service • SolutionPrint™ Retail – purpose built applications based on Oracle Planning and Budgeting Cloud Service Visit www.deloitte.com.au for more details.
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Event Sponsor James & Monroe James & Monroe (J&M) are an Oracle Platinum Partner who specialise in designing, building & supporting Enterprise Performance Management (EPM) and Business Intelligence (BI) solutions. J&M’s sole focus is on implementing flexible EPM / BI outcome based solutions, which match your commercial needs both today and into the future. J&M services are end to end spanning advisory, implementation (on premise and cloud), education, support & technical services. You will find when working with the J&M team that we are experienced enough to provide a custom fit solution, yet with proven ability to implement solutions for many of the ASX & NZX’s top 100 companies. Visit www.jamesandmonroe.com for more details.
Event Sponsor M-Power Solutions M-Power Solutions is the leading Oracle Business Analytics Cloud partner in Asia Pacific. With more successful Planning and Budgeting Cloud projects than any other partner globally, we are perfectly positioned to help customers large and small implement new Cloud solutions or migrate their existing on premise Hyperion and Oracle BI applications to the Cloud. Our unrivalled experience is captured in our suite of Xcelerate Applications that have been developed and enhanced over the last 10 years. These pre-built solutions take the chance out of your implementation or migration project by combining Cloud best practice techniques with industry and functional expertise to reduce timescales, costs and risks to deliver a successful outcome. As the largest Oracle Business Analytics Cloud partner in Australia M-Power has offices, customers and consultants in Adelaide, Brisbane, Melbourne, Perth and Sydney, giving us the scale, expertise and local capability to support all of your Hyperion and Oracle BI Cloud requirements. Visit www.mpowersolutions.com.au for more details.
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Event Partners Event Sponsor Taysols Taysols, headquartered in Sydney, is one of Australia’s leading consulting, hosting and support organisation for Business Analytics solutions. We offer services to design, build, test, deploy, support, run and host Business Analytics solutions. Our consultants have skills and experience in business analysis, strategy formulation, requirement gathering, solution design and development, data warehousing, ETL, security, all aspects of system testing, product installation and deployment. They understand how Business Analytics products are used by real organisations and focus on achieving high value outcomes. For more information visit www.taysols.com.au or email info@taysols.com.au.
For more details visit http://bit.ly/ThrivinginDigital
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For further details visit: oracle.com/epm or http://bit.ly/OraclePBCS