Past Alight Events
The CFO Forum offers senior industry professionals the opportunity to:
- meet potential new product & service providers
- listen, as well as directly contributing, to industry thought leaders in conference and workshops
- develop your personal network amongst industry peers
- earn CPE credits
Attendance as a delegate is free of charge, but by personal invitation only.Alight is a supplier for the Conference. If you would like to be invited to the conference, contact Ben Lamorte for details.
Date: May 3, 2012
Location: The Harvard Club, New York
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The IE Group Financial Forecasting & Planning Summit
Ben Lamorte, financial modeler and Agile Planning visionary, will make the following two presentations:
- Main Session: Measuring the ROI of Planning Software
For many of us in finance, the annual budget cycle is a major headache. What if we could go out and buy software that would make that headache go away? Solution providers are telling finance teams they need to move beyond spreadsheets. But is it really worth it? Research indicates that replacing spreadsheets with a budgeting software solution may offer a small ROI. However, certain companies replacing spreadsheets with budgeting and planning solutions experience big ROI. This presentation is based on “How Agile is Your Planning?” as featured in Strategic Finance Magazine, April 2012. - Breakout Session: The Planning Maturity Curve, Where Are You? Where Do You Want to Be?
In this fast-paced and often humorous workshop, Ben Lamorte analyzes the five levels of planning maturity: seat-of-pants, budgeting, reporting, forecasting, and Agile PlanningTM, a new methodology for real-time collaboration now being used by many organizations for overhauling their stagnant and over politicized planning processes.
Alight is a global sponsor for the Conference and we have VIP passes available on a limited basis. Contact Ben Lamorte for details.
Date: April 26-27, 2012
Location: London, England
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ASMI Rolling Forecasts Training 2012
Implement Rolling Forecasts to Improve Financial Accuracy and Performance
Ben Lamorte, financial modeler and Agile Planning visionary, will be the Keynote Speaker for this world-class training event.
You Will Learn To:
- Design an Effective Rolling Forecast to Drive Financial Performance
- Use a Rolling Forecast to Identify Trends
- Align and Integrate Rolling Forecasts into Your Strategic Plan
- Manage the Transition to Rolling Forecasts for Added Flexibility
Earn up to 13 CPE Credits
Alight is the exclusive sponsor for the Conference and has VIP passes available on a limited basis. Contact Ben Lamorte for details.
Date: April 16-18, 2012
Location: San Diego, CA
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ASMI Budgeting & Forecasting Summit
Ben Lamorte, VP Marketing & Sales, will present The Planning Maturity Curve: Where Are You? Where Do You Want to Be? In the fast paced and often humorous workshop, Ben analyzes the five levels of planning maturity — no planning, seat of the pants, budgeting, forecasting and agile planning. The workshop features a company case study of Agile Planning, a new methodology for real time collaboration and scenario analysis now being used by many organizations for overhauling their stagnant and over-politicized planning processes.
Earn up to 20 CPE Credits
Alight is the exclusive sponsor for the Conference and has VIP passes available on a limited basis. Contact Ben Lamorte for details.
Date: March 21-23, 2012
Location: Dallas, TX
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The IE Group Financial Forecasting & Planning Summit
Rand Heer, Alight CEO and founder and architect of the original Pillar software, will present a pre-conference workshop addressing
- The Planning Maturity Curve: Where Are You? Where Do You Want to Be?
- Application Requirements for Rolling Forecasts & Agile Planning
There will also be a private Networking Reception for Workshop Attendees immediately after the presentation.
In addition, Rand Heer will present a main-conference session on Planning for Black Swans: How Finance Should Think About the Highly Improbable.
Alight is a global sponsor for the Conference and we have VIP passes available on a limited basis. Contact Ben Lamorte for details.
Date: February 22-24, 2012
Location: San Diego, CA
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Ben Lamorte, VP of Marketing, will present the closing session, entitled:
Maximize tools and resources available to run and optimize a financial planning program:
- Uncover best practices in FP&A from leading organizations
- Analyze tools and best practices for running an optimal FP&A department
- Challenge current concepts and strategies through interactive dialogue with contemporaries
This will be followed by an optional demonstration of the Alight Planning software solution.
Date: February 7-8, 2012
Location: San Francisco, CA
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CFO CPM Conference: T3 − Tactics... Tools... Technology
Rand Heer, Alight CEO and founder and architect of the original Pillar software, and Ben Lamorte, VP Marketing & Sales, will present The Planning Maturity Curve: Where Are You? Where Do You Want to Be? in a Post-Conference Professional Forum on Tuesday, Jan. 31. In the fast paced and often humorous workshop:
- Rand will analyze the five levels of planning maturity: no planning, seat of the pants, budgeting, forecasting and agile planning
- The workshop features a company case study of Agile Planning, a new methodology for real time collaboration and scenario analysis now being used by many organizations for overhauling their stagnant and over-politicized planning processes.
Date: January 29-31, 2012
Location: New York, NY
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ASMI Rolling Forecast Training
Integrate Rolling Forecasts as Critical Tool for Managing Business Operations
Rand Heer, Alight CEO and founder and architect of the original Pillar software, will be the Keynote Speaker for this world-class training event.
You Will Learn To:
- Obtain the Solutions to Integrate Rolling Forecasts into your Management
- Discover How Leading Companies Have Supplanted Their Budget Process with Rolling Forecasts
- Learn the Positive Effect of Rolling Forecasts on Operational Performance
- Identify the Proper Path to take when Fostering Buy-In for Rolling Forecasts
Earn up to 18 CPE Credits
Alight is a global sponsor for the Conference and we have VIP passes available on a limited basis. Contact Ben Lamorte for details.
Date: December 12-13, 2011
Location: Washington, DC
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Best (and Worst) Practices in Budgeting and Forecasting: The Story of a Successful CFO
In this webinar, Arlin Hall, Chief Financial Officer at The Blood & Tissue Center, will reflect on his real-world experience moving out of spreadsheets.
Attend this webinar and learn how to:
- Avoid the common pitfalls that lead to budgeting software failure
- Design an evaluation plan that dramatically reduces the risk of failure
- Estimate the ROI of moving your budgeting process out of spreadsheets
- Improve forecast accuracy
- Better communicate the financial model to management
Date: October 27, 2011 , 2-3pm EST
Location: At Your Desk
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America's Blood Centers: 2011 Financial Management Workshop
The ABC Financial Management Planning Committee is holding the 2011 Financial Management Workshop in Grapevine, TX, September 22-23. This workshop includes:
- Peer-networking opportunities
- Sessions on the competition/national bidding, supply chain management, AIM/ABC Data Warehouse
- and breakout sessions that include real time data provided by members.
Alight will present Best Practices for Budgeting & Planning drawing from recent experiences with The Blood & Tissue Center of Central Texas and Mississippi Valley Regional Blood Center.
Date: September 22-23, 2011
Location: Dallas
ASMI Budgeting and Forecasting Conference
Ben Lamorte, VP Marketing & Sales, will present The Planning Maturity Curve: Where Are You? Where Do You Want to Be? In the fast paced and often humorous workshop, Ben analyzes the five levels of planning maturity — no planning, seat of the pants, budgeting, forecasting and agile planning. The workshop features a company case study of Agile Planning, a new methodology for real time collaboration and scenario analysis now being used by many organizations for overhauling their stagnant and over-politicized planning processes.
Earn up to 18 CPE Credits
Alight is the exclusive sponsor for the Conference and has VIP passes available on a limited basis. Contact Ben Lamorte for details.
Date: September 20-22, 2011
Location: San Diego
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The IE Group Financial Forecasting & Planning Summit
Rand Heer, Alight CEO and founder and architect of the original Pillar software, and Lisa Torbin-Shaw, Director of Financial Planning Solutions, will present a pre-conference workshop addressing
• The Planning Maturity Curve: Where Are You? Where Do You Want to Be?
• Application Requirements for Rolling Forecasts & Agile Planning
There will also be a private Networking Reception for Workshop Attendees immediately after Lisa’s presentation.
In addition, Rand Heer will present a main-conference session on Planning for Black Swans: How Finance Should Think About the Highly Improbable.
Alight is a global sponsor for the Conference and we have VIP passes available on a limited basis. Contact Ben Lamorte for details.
Date: September 14-16, 2011
Location: Boston
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Financial Intelligence Forum: FP&A 2011
Ben Lamorte, Alight VP of Marketing & Sales, will give the closing keynote address: FP&A Innovations - Maximize tools and resources available to run an optimized financial planning program.
Date: August 15-16, 2011
Location: San Francisco
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ASMI Rolling Forecasts Training 2011
Implement Rolling Forecasts to Improve Financial Accuracy and Performance
Rand Heer, Alight CEO and founder and architect of the original Pillar software, will be the Keynote Speaker for this world-class training event.
You Will Learn To:
- Design an Effective Rolling Forecast to Drive Financial Performance
- Use a Rolling Forecast to Identify Trends
- Align and Integrate Rolling Forecasts into Your Strategic Plan
- Manage the Transition to Rolling Forecasts for Added Flexibility
Earn up to 13 CPE Credits
Alight is the exclusive sponsor for the Conference and has VIP passes available on a limited basis. Contact Ben Lamorte for details.
Date: August 22-23, 2011
Location: Atlanta
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HFMA Webinar - Best Practices for Agile Planning in the Post-Reform Era: Three Core Issues
Using an interactive simulation between a CFO and a financial analyst, this session will demonstrate best practices for planning using an agile planning process. The focus of the simulation will be on three core issues in the post-reform era:
- How to model scenarios for payer mix erosion;
- How to simulate the impact of reduced Medicare payments on financial forecasts;and
- How to model the financial impacts of volume changes on fixed and variable costs across multiple departments.
Alight is sponsoring the webinar series, which is free for HFMA Members. Non-HFMA Members contact Ben Lamorte for a free pass.
Date: July 21, 2011
Location: Your Desk
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NACUBO Annual Meeting: Charting New Courses
The NACUBO Annual meeting is the premier national event for higher education business officers and those interested in the financial success of their institution
Alight is a Conference exhibitor and may have guest passes available. Contact Ben Lamorte for details.
Date: July 9-12, 2011
Location: Tampa, FL
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