Driving Revenue and Cost Reduction through a Real-time FP&A Process

Is BI enough for the challenges facing a complex enterprise?

Join BOARD Americas and Lynx Solutions on August 23rd at the Hotel Vitale in San Francisco for breakfast and networking as well as an informative panel discussion with executives from Harry & David, National Raisin Company, and Samsung on their best practices in integrated business planning. This networking and interactive event will bring together finance professionals from a variety of companies looking for information about how to drive revenue and cost reduction through a real-time FP&A process. You’ll leave with the answer to whether or not business intelligence alone is enough to accomplish the challenges facing complex enterprises today. 
 
During the 90-minute discussion, our panelists will discuss several topics including:
 
  • what worked and what didn’t for their companies
  • what their challenges and goals looked like
  • how the market has changed and drove their companies to change
  • if traditional BI (reporting and dashboarding) was really enough
  • when the need for performance management arose
  • what a real-time FP&A process looks like
  • how finance is aligning with sales, marketing and operations within one unified platform
  • best practices for integrated business planning
 
Register today as space is limited.

 

Agenda

7:30 - 8:00 AM
Welcome and Registration
8:00 - 8:30 AM
Opening Introductions
8:30 - 10:00 AM
Panel Discussion
10:00 - 10:30 AM
Q&A Session
10:30 AM
Product Demonstrations Available Upon Request

 

SAMSUNG - Jay DeBlank

Jay DeBlank oversees Supply Chain Analytics and Planning for Samsung’s U.S. Mobile division, based out of Dallas, TX. For over 70 years, Samsung has lead the global market in high-tech electronics manufacturing and digital media. Through innovative, reliable products and services; collaboration with our partners and customers, Samsung is taking the world in imaginative new directions. Jay recently joined Samsung from 7-Eleven where he held a similar role supporting North America’s Merchandising and Operations teams in providing merchandise planning and operational performance analytics.  Providing senior management with intelligence that identifies opportunities to maximize sales and profits for over 8,400 stores.  Both at 7-Eleven and Samsung, Jay has partnered, assessed, and deployed Business Intelligence and Performance Management suites with Lynx Solutions to align deliverables with strategic vision. 7-Eleven is the world’s largest operator, franchisor, and licensor of convenience stores.
 
Prior to joining 7-Eleven, Jay worked at JcPenney’s and Macy’s department stores; as well at Blockbuster Entertainment, serving as the Director of Retail Inventory Management overseeing processes related to allocation, replenishment, and assortment planning analytics.
 

Harry & David – Adam August

Adam August is the Vice President of Finance and Treasurer at Harry & David, a leading multi-channel specialty retailer and producer of branded premium gift-quality fruit, gourmet food products and other exclusive gifts such as the Fruit-of-the-Month Club® collection, Royal Riviera® Pears, Oregold® Peaches, and Moose Munch® Gourmet Popcorn. Through our stores, wholesale, catalogs and websites, at Harry & David we strive to be the authority for all gifting and entertaining occasions. Since 1934, our focus has been delivering expertly crafted products backed by an extraordinary experience and unparalleled service.
 
Mr. August graduated Cum Laude in 1998 from Whitman College with a Bachelor’s degree in Economics. He was a recipient for an Academic Excellence Award upon his 2002 graduation with a Master’s degree in Business Administration from the University of Oregon’s Lundquist College of Business. He began his career at Harry & David in 2002 as a Financial Analyst and has held multiple roles of increasing responsibility during his 14 years with the company.
 
In his current role at Harry & David, Mr. August is responsible for the Treasury, Credit, Payroll and FP&A functions for the vertically-integrated retailer. The Treasury and Credit teams are responsible for a multitude of functions including ensuring prompt payment from customers, recording and reconciling cash receipts from all sources, and managing banking relationships and company liquidity. The Payroll team is responsible for ensuring accurate and timely pay to the company’s employees including the year-round base population of approximately 2,300 up to the seasonal holiday spike of just over 7,000. The FP&A team is tasked with being strong business partners to the company’s leadership across functions including Orchards, Manufacturing, Assembly, Procurement, Warehousing, Fulfillment, Logistics, Contact Center, Marketing, Merchandising, Sales, Finance, Human Resources and Information Technology. Our Finance professionals support the leaders of these divisions by helping them develop and maintain their budgets and forecasts and then monitoring and analyzing actual results versus expectations to help understand trends and drive business decisions.
 

National Raisin Company – Clint Weiler

Clint Weiler is CFO of National Raisin Company, which provides a full line of California's finest raisin, prune and fig products and also sources the best dried fruits from around the world all with the highest level of food safety. Mr. Weiler is responsible for all aspects of finance/accounting and is instrumental in the strategic planning for National Raisin Company.  He started his career in public accounting with Deloitte and has worked for two mid-sized public companies (Energy and Biotech) to provide oversight in streamlining processes, data capture, and measuring performance against plan.  Mr. Weiler is a CPA and graduated with a degree in Accounting from the Honors Program at the University of La Verne and is currently an MBA Candidate of The Wharton School, University of Pennsylvania.