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CCH Tagetik in Touch 2018 


This year CCH Tagetik in Touch is being held at the Eden Roc Hotel Miami. This year's conference features an expansive agenda of CPE-accredited sessions spread across 4 distinct tracks; sessions range from thought-leadership and trends to detailed product demonstrations and everything in-between.

Come take advantage of this great learning and networking opportunity and also experience the international flair, white sand beaches, and signature Art Deco architecture that make Miami the 2nd most visited destination in the United States.

An all-inclusive conference pass costs only $999.

Why Attend

  • Learn how to optimize your investment with CCH Tagetik
  • Hear about and test drive latest product updates
  • Collaborate and network with your peers and industry leaders
  • Earn up to 10 CPE credits 
  • Gain actionable insights from CCH Tagetik product experts and partners
  • Meet with CCH Tagetik and Wolters Kluwer Tax & Accounting executives and business leaders

Why Attend

Check out the highlights from cch Tagetik in Touch 2017

Customers, partners & product experts
Last year’s satisfaction rating
Unforgettable experience

conference AGENDA

Wednesday, May 9 (06:30 PM – 09:00PM) – In Touch 2018 Welcome Cocktail Reception
Thursday, May 10 (09:00 AM - 06:00 PM) 
Full day Conference & Customer/Partner Appreciation Dinner
Friday, May 11 (09:00 AM - 01:45 PM) Half Day of Sessions

The CCH Tagetik community will come together to share ideas, network with peers, learn from subject matter experts, and discover new ways to solve common business challenges. Don't miss out on the many in-depth sessions, hands-on demonstrations showcasing the latest product updates, and best practices delivered by CCH Tagetik customers, partners and  product experts.

A detailed agenda is coming soon! Check back periodically for updates.

Christoph Streubert

Big Data Channel GTM LeadSAP

Accomplished IT Professional with over 25 years of delivering highest quality solutions, tactically and strategically. Impeccable track record of designing, implementing, and operating technology that meets business requirements, goals, and priorities.
In his current role as Senior Director in the Code-to-Channel Go-to-Market team he focuses on the SAP’s Big Data portfolio and channel success, including SAP HANA, SAP Data Hub, SAP IQ, with emphasis on Big Data Warehousing. He also drives to expand SAP’s influence in the global Big Data eco system by including partner solutions in SAP’s solution portfolio.
Christoph has been an IT consultant, an SAP customer, and an SAP partner with experience as System Administrator, Course Facilitator, Basis Consultant, Enterprise Architect, SAP Field CTO, Global SAP Solution Strategist, Technical Marketing Manager, and SAP user group founder, with certifications in UNIX Administration, SAP HANA, TOGAF, and Hadoop.
He has deep experience with SAP Basis & Infrastructure Architecture, SAP HANA Architecture, Enterprise Architecture, Big Data Infrastructure, Active Archive & Information Lifecycle Management, Data Protection and Disaster Recovery, Organizational design, and Solution Design.
What is good for our customers and partners is good for SAP!

Pat Calitri

Regulatory SolutionsCCH Tagetik

Pat is responsible for various items in CCH Tagetik’s sales process including customer discovery and requirements gathering, customer proposal preparations as well as customer demonstrations. Pat is a Canadian Chartered Professional Accountant and a seasoned financial executive with a wide range of industry experience. Pat has held various roles in the Corporate Performance Management industry including Professional Services, Product Management, Product Demonstration and Product Marketing.

Alberto Degli Esposti

DirectorKPMG Switzerland

Alberto Degli Esposti has led important assignments in Business and IT Advisory, with a particular focus on CPM projects in various industries such as Oil, Banking, Insurance, Media, Postal Services, and Public Transportation. His principal areas of expertise are planning and budgeting, consolidation and financial reporting, Data Warehousing and Revenue Management.

Pavel Klebanov

Solutions SpecialistCCH Tagetik

Pavel has been with CCH Tagetik for 3 years now. He specializes in planning & consolidation projects across a variety of industries, with a focus in Budgeting & Planning. Before working within the CPM space, he was an M&A Analyst.

Morris Treadway

Global Head of Financial Management AdvisoryKPMG U.S.

Mo helps companies define and deploy innovative large-scale transformation programs to improve global integration, achieve better enterprise performance, and realize business outcomes that deliver value. Working across a multitude of industries, he has focused on financial management and performance management solutions, business analytics, and business intelligence to design and implement leading solutions to help organizations address today’s most complex business challenges.

Rob Konferowicz

Principal, Product ExperienceCCH Tagetik

Rob is in his 5th year with CCH Tagetik focusing on helping companies make appropriate, long-term strategic decisions on Corporate Performance Management solutions during their software evaluation cycles. A background in finance and consulting helps Rob translate customer requirements and industry challenges into best practices with CCH Tagetik.

Dominic Sharp

Senior Solutions SpecialistCCH Tagetik

Dominic has spent over 20 years working as a consultant within the CPM industry. He has experience with multiple platforms, with expertise across multiple industries including insurance, retail, manufacturing, finance, banking, and government.

Sadek Fahmey

Solutions SpecialistCCH Tagetik

Sadek has worked in the SaaS industry for 15 years, wih an exclusive focus on Corporate Performance Management for the past 8 years. He has expertise with multiple platforms with a special focus on complex revenue models.

Mark Pennington

Group ControllerTarsus Group

Mark is the Group Financial Controller at Tarsus Group and the CFO for the Group’s Medical division. His responsibilities include ownership of all of the group’s financial reporting processes. Prior to this he worked as a divisional controller at NBCUniversal [or a large US media group if you prefer] Mark is a Chartered Accountant having begun his career at KPMG, working in London and New York. Mark graduated from the University of Warwick with a degree in Mathematics, Operations Research, Statistics and Economics.

Anthony Marzetti

VP Product & StrategyCCH Tagetik

Dave Kasabian

VP Marketing CCH Tagetik

As Vice President of Marketing, Dave is responsible for CCH Tagetik portfolio's global marketing strategy including brand and product positioning, content creation, creative, public relations, lead generation, and digital marketing. Prior to joining the company in 2011, Dave worked as a Research Director at AMR Research (now Gartner) and spent more than 13 years at Corporate Performance Management software vendors in various management positions including Product Marketing, Product Management, Implementation Services, and Channel Alliances.

Leslie Cant

Director Product MarketingCCH Tagetik

As Product Marketing Director, Leslie is responsible for the global product marketing strategy including product positioning, analyst relationships, content creation, sales enablement, and thought leadership. Leslie joined CCH Tagetik in 2017 after spending 14 years in the Corporate Performance Management and Corporate Tax markets helping clients streamline their financial processes in her various roles in Product Marketing, Product Management and Client Services.

Alessio Lolli

VP Product ExperienceCCH Tagetik

With over 12 years experience in the CPM space, Alessio Lolli has worked with a wide range of industries and global companies, supporting all aspects of product related activities. Mr. Lolli has been actively involved with the North American operations of CCH Tagetik since its inception, and is now in charge of the companies global Product Expereience. He is a technical expert on business best-practices related to the corporate performance management processes of budgeting & planning, modeling & forecasting, consolidation, and disclosure management.

Marco Pierallini

Executive Vice President, ProductCCH Tagetik

As Executive Vice President for Product, Marco Pierallini leads the business strategy and growth of the CCH Tagetik portfolio, along with Executive Vice President for Commercial, Manuel Vellutini. Marco guides the strategic product vision and delivery of CCH Tagetik solutions and services to the market. Marco is passionate about technology and its impact on business processes and business performance. Marco is the evangelist for our Corporate Performance Management vision. He travels the world to understand global and local market trends, technology innovations and real-world business use cases to ensure the CCH Tagetik product remains cutting-edge while still squarely focused on addressing the challenges that finance organizations face every day. Marco joined the company in 1997, and in 2006, he began traveling the world to drive international growth and evangelize our unified Financial Performance Platform.

Manuel Vellutini

Executive Vice President, CommericalCCH Tagetik

As Executive Vice President for Commercial, Manuel Vellutini leads the business strategy and growth of the CCH Tagetik portfolio, along with Executive Vice President for Product, Marco Pierallini. Under Manuel Vellutini’s leadership, we have become the fastest growing global provider of unified CPM solutions on the cloud. While driving annual growth at more than five times the market average, Manuel continues to prepare the CCH Tagetik portfolio for accelerated growth by developing a strong strategy, building out operations infrastructure to support rapid global growth, and staying at the leading-edge of the current and future needs of the Office of the CFO. Prior to his current role, Manuel led the expansion of our international presence to include more than 20 operations with customers in more than 50 countries.

Elena Iordanova

Head of Global FinanceAegon Asset Management

As Head of Global Finance, Elena is leading the Global Finance Team of Aegon Asset Management. She and her team are based in The Netherlands and her global responsibilities include oversight of the Global Financial reporting and analysis including Rolling Forecasting, IFRS/Regulatory Reporting and also reporting to AAM Senior Management to support decision making. Elena joined Aegon in 2011 after spending 10 years in the Operations Management of several European Asset Managers. She was in various roles in Investment support and Middle Office Services areas until 2016 when she started her new role in Finance.

Jeroen Meijers

Member of the Management teamA.S.R. Nederland

Jeroen Meijers is one of the members of the management team of Group Finance ASR. He works at ASR for over 15 years and works at the central group finance department of ASR. In his current function He is responsible for the departments of business risk management and controlling of the staff services. Next to this Jeroen Meijers is responsible for the CCH Tagetik-program which started in 2017. Within this program they realize solutions for Solvency II, consolidation, cost allocation and tax. Parallel to this, they started a program to comply with the new IFRS9/17 reporting-policies. Part of the this program is the implementation of the accounting hub of CCH Tagetik.

Milou de Zwart

Member of the Management teamA.S.R. Nederland

Milou de Zwart is one of the members of the management team of Group Finance ASR. She works at ASR for over 10 years and works at the central group finance department of ASR. In her current function Milou de Zwart is responsible for the departments of collection and disbursements, accounting, consolidation and the ICT departments of finance. Next to this she is responsible for the projects of replacement of the central general ledger, the implementation of the IFRS17 accounting hub of CCH Tagetik and several projects implementing modules of CCH Tagetik. This all is done by 6 team managers and nearly 90 FTE.

Lisa Lorenzon

Senior ConsultantCCH Tagetik

Elisa Bolognesi

Managing Director Accenture, EPM Lead Products ItalyAccenture

Over than 17 years of international experience in Finance Transformation Programs, EPM Strategy, Planning & Reporting Models and CPM systems implementation. Currently leading the Enterprise Performance Management practice in Italy with focus on Consumer Goods, Fashion&Luxury, Retail, Travel&Transportation, Pharma Industries. She’s supporting companies in their Finance Transformation Journey towards process excellence and rotation to Digital.

Graham Pattison

FP&A Systems ManagerLaing O'Rourke

As FPA Systems Manager at Laing O’Rourke, Graham develops and delivers step-change system improvements in Group Finance and FP&A functions – be it financial consolidation, reporting, analytics and dashboarding. As a chartered accountant, he brings financial understanding in combination with experience in vendor selection, project management, solution design, build and maintenance. Graham previously held a number of senior financial controller and consolidation roles for international groups in addition to experience as a business unit finance director. Graham began his career in audit with KPMG in London.

Gary Crawford


Gary is COO at XLCubed. He works closely with key customers and partners to understand their needs within reporting and analytics, their usage of the XLCubed suite, and to ensure future development plans meet their ongoing business needs.

Shauna Watson

VP Head of Global Technical Accounting ServicesRGP

Shauna Watson, RGP’s VP - Head of Global Technical Accounting Services –– is a subject matter expert and frequent presenter on U.S. GAAP, IFRS, SOX and SEC Regulations. As part of her responsibilities, she currently leads RGP’s Revenue Recognition and Lease Accounting Initiatives. She has worked in a variety of positions of increasing technical complexity, including Corporate Director of Technical Accounting and Policy for a Fortune 100 Company, where she evaluated and communicated the impact of new accounting standards, determined the accounting for complex business transactions, drafted comment letters for submission to the SEC, FASB, IASB and PCAOB and led the ongoing IFRS implementation efforts. Earlier in her career, Shauna was a Senior Manager at PwC and spent several years in PwC’s Global Capital Markets Group in Germany, consulting on US GAAP and SEC regulations, participating in consultations with the SEC and working closely with transaction teams on capital raising and M&A activities.Shauna is a CPA, graduated from Montana State University with highest honors and received her MBA from UCLA’s Anderson School of Business. She currently resides in La Jolla, CA.

Harjot Ghai

COODelbridge Solutions

Harjot Ghai is the Chief Operating Officer at Delbridge Solutions. With over 250 clients across North America, Delbridge is a leading provider of Corporate Performance Management (CPM) and Business Intelligence solutions and a long-term partner of Tagetik. For the last ten years, Harjot has managed large implementation teams at Clarity Systems, IBM and Delbridge. As a trusted advisor, he provides industry best practices to clients while ensuring each implementation is successful. Harjot has a strong blend of business acumen and technical experience to help clients bridge the gap between their business problems and a technical solution.

Dmitry Dmitrenko

Developlment Operations MangerTPG Global

Dmitry Dmitrenko is a financial technologies expert with 10 years of professional experience in design, planning, and implementation of finance and accounting systems. By day, Dmitry is a DevOps Manager at TPG Capital. By night he is typically busy raising two (soon to be three) kids and playing around with web design and development.

Antonio Mota

Senior Manager, Budgeting & PlanningRopes & Gray

Antonio Mota is the Senior Manager of Budgeting and Planning at Ropes and Gray, LLP, an international law firm based in Boston. He is responsible for all aspects of the firm’s annual planning and financial performance management. He has over ten years of experience in professional services organizations, including at McKinsey & Co.Ropes & Gray has been experiencing a period of rapid growth in activity and complexity. Leveraging Tagetik is a key priority for Antonio to support the firm’s strategy in the coming years.

Larry Brislawn

Senior Finance ManagerAegon Asset Management US

As Senior Finance Manager, Larry is the global product owner of the Tagetik CPM platform for the Aegon Asset Management. His global responsibilities include oversight of production maintenance and related issues, prioritization of enhancement requests, and support of the global Tagetik conversion. Larry’s local responsibilities include oversight of the data processing functions within Tagetik (ETL, cost allocations, budgeting / forecasting, journal entry interfaces) and product allocations / reporting. Larry has been with Aegon Asset Management for 18 years, serving in a broad variety of finance roles

Natasha Mckenzie

Excel SpecialistCoty

Natasha Mckenzie is an Excel Specialist for the Luxury Division of Coty UK.She has considerable experience as a management information analyst in the FMCG sector - With a motto of - How can we make this easier? - , her passion and key drive is to provide solutions to business partners that deliver accurate, timely, agile and robust information with user-focused ease. Natasha began her career with Homebase as an Assistant Accountant.

Donna Brinton

Senior Manager, Global Consolidations & Financial ReportingDriscoll's

Donna Brinton is the Senior Manager of Global Consolidations and Financial Reporting for Driscoll’s, the global market leader for fresh strawberries, blueberries, raspberries and blackberries. She received her B.S. from San Jose State University concentrating in Corporate Financial Management. Donna has sixteen years of experience in Accounting and Financial Reporting across various industries, with a focus on system implementations and reporting efficiencies.

Marco Mastria

IT Project Manager ESA - European Space Agency

Marco has cumulated almost 20 years of experience in the domain of the Information Technology, managing multi-disciplinary teams of varying sizes and complex projects. In the last 5 years Marco’s role is evolved into an IT project and portfolio manager specialist, taking care of the evolutions in the area of the CFO, including Finance, Planning and BI processes.

04:00 PM
Registration Check-In Hours

06:30 PM
Welcome Reception

07:30 AM
Registration Check-In

07:30 AM

08:00 AM
Expo Hall Open

09:00 AM
Opening Session - Welcome to The Next Big Thing

Marco Pierallini Executive Vice President, Product CCH Tagetik
Manuel Vellutini Executive Vice President, Commerical CCH Tagetik
09:00 AM

Click on the tab above to explore the General Sessions.

10:00 AM
Modern Finance Transformation Platform

The Office of Finance today is being asked to be more forward-looking and strategic while at the same time facing ever increasing reporting demands driven by new and more sophisticated regulations. Learn how we have modernized our solution to uniquely address this challenge and how you can take advantage of this innovative addition to our platform.

Leslie Cant Director Product Marketing CCH Tagetik
Dave Kasabian VP Marketing CCH Tagetik
Alessio Lolli VP Product Experience CCH Tagetik
Anthony Marzetti VP Product & Strategy CCH Tagetik
11:15 AM
Panel Discussion: Technology Trends for Modern Finance

Moderated by: Dave Kasabian
Innovation and technology have had a major impact on the Office of the CFO and that trend will continue to accelerate. What will be the 'Next Big Thing' andn how should CFOs prepare for it? Our panel of thought leaders, technologists, and practitioners will share their perspectives and insights on what the 'Next Big Thing' will be; the business impact it could have, and how to begin preparing for it.

Dave Kasabian VP Marketing CCH Tagetik
12:00 PM

01:30 PM
Planning Done Right! From Zero budgeting to Drive based planning

As a necessary evil, the annual budget is still in full swing with any organization! This session will show how to optimize your annual budget through a mix of top down data pre-seeding & target setting and a bottom up, driver based approach. From static budgeting to continuous planning, come learn how to transform you annual budget efforts into constant forecasting.

Sadek Fahmey Solutions Specialist CCH Tagetik
01:30 PM
Breaking Down The Barriers of Traditional Finance

Todays Finance organization is no longer tasked with the typical close or expense budgets. Companies are indeed going through a financial transformation that is redefining the role of the CFO to be seen as a partner to the CEO, who must have the ability to make strategic decisions, transform granular data into information, and turn information into strategic insight with confidence. For this reason, having access to more operational and external data is a top priority. In this session learn how to achieve all this while still maintaining the control, governance, visibility and accountability that CFOs rely on.

Alessio Lolli VP Product Experience CCH Tagetik
01:30 PM
Customer Story - Tarsus Group

Hear the Tarsus Group's customer success story! Tarsus Group, an international B2B media company, decreased their Consolidation cycle time, reduced manual processing time and now produce accurate comparative reporting after quickly implementing CCH Tagetik Consolidation & Collaborative Office in the Cloud.

Mark Pennington Group Controller Tarsus Group
01:30 PM

Click on the tabs above to explore the Breakout Sessions.

02:30 PM
Data and technology: rapid, constant change is the new normal

Today’s business understands that to compete with the fast-passed changes in technology, the ever-increasing demands for more data, and the high-pressure demands for real-time insights, organizations must evolve. In this session, we will discuss the impact of data on you AND opportunity this new normal presents. We will discuss how technology innovations has helped CCH Tagetik reimagine business tools, turn data into an asset, create new applications. All of this to help you as an end customer to drive new transformation for your business with speed and agility.

Christoph Streubert Big Data Channel GTM Lead SAP
02:30 PM
Streamline Administration and Data Integration with the new re-designed UI

A must-see session for all power & admin users looking to streamline day-to-day and longer-term maintenance activities! Learn to take advantage of the latest reengineering of the Admin UI to make maintenance & data integration a breeze. We'll walk you through how to make changes to business dimensions, hierarchies & roll-ups, data integration, and many other common admin functions.

Rob Konferowicz Principal, Product Experience CCH Tagetik
02:30 PM
Customer Story - a.s.r. Nederland N.V.

Hear the a.s.r customer success story! a.s.r., one of the largest insurers in the Netherlands, has implemented CCH Tagetik's unified platform to streamline Consolidation, Tax and Solvency II.

Jeroen Meijers Member of the Management team A.S.R. Nederland
Milou de Zwart Member of the Management team A.S.R. Nederland
03:20 PM

03:40 PM
Customer Story - Driscoll's

Hear the Driscoll's customer success story! Driscoll's, the global market leader of fresh berries, implemented CCH Tagetik for a Global Financial Reporting tool to produce dynamic and interactive reports quickly with drill-through capability to provide transparency and key insights.

Donna Brinton Senior Manager, Global Consolidations & Financial Reporting Driscoll's
03:40 PM
Finance Transformation in Action

Data is at the core of every critical decision made by organizations, and our Analytical Information Hub enables users to tap into big data." Grab a seat & learn how CCH Tagetik's Finance Transformation Platform puts the Office of Finance in the driver seat when it comes to maintaining granular & high-volume datasets throughout the planning process."

Rob Konferowicz Principal, Product Experience CCH Tagetik
03:40 PM
KPMG: Deliver Strategic Value with Integrated Planning and Actionable Insights

In the wake of unprecedented disruption, leading CFOs are taking an in-depth look at the future of finance and the changing demands on the finance function. In this session, KPMG will share its provocative point of view on the future of finance and show how Tagetik can help enable a forward-looking culture and dynamic integrated planning process that leverage the significant investments done to comply with regulations to provide the insights needed to optimize enterprise performance. Come hear about insightful use cases and see a demonstration of “what good looks like” in a proof of concept model that can help you accelerate the transformation required to stay ahead of the curve now and in the future.

Alberto Degli Esposti Director KPMG Switzerland
Morris Treadway Global Head of Financial Management Advisory KPMG U.S.
03:40 PM

Click on the tabs above to explore the Breakout Sessions.

04:40 PM
Mastering your Close & Consoliation Process: from LE close to Group level consolidation

Join this session to learn how CCH Tagetik can help your Entity controllers close their books in local currency, local GAAP and potentially even local chart of accounts through built-in functionality such as decentralized data uploads, validation and adjustments. As a Group controller, monitor your decentralized process through a click of your mouse and consolidate subsidiary level data according to management, tax and regulatory views.

Dominic Sharp Senior Solutions Specialist CCH Tagetik
04:40 PM
How to Implement your CPM solution right, the first time!

Join seasoned Services experts from Delbridge Solutions as they share best practices when implementing a CPM solution for budgeting and reporting.

Harjot Ghai COO Delbridge Solutions
04:40 PM
Customer Story - Coty Inc.

Hear the Coty customer success story! Coty, a leading global beauty company, has implemented the CCH Tagetik Budgeting & Planning on the cloud to gain insights quicker for better budget management within their Luxury division.

Natasha Mckenzie Excel Specialist Coty
05:30 PM
Free Time

07:00 PM
Customer Appreciation Dinner

10:00 PM
Afterparty sponsored by SAP

07:30 AM

09:00 AM
CCH Tagetik's Lease Accounting (for ASC 842 & IFRS 16)

As the new rules for Lease Accounting by FASB & IASB go into effect by year-end, now is the time to update your accounting policies, processes and systems to account for these significant changes. We have developed CCH Tagetik’s solution for Lease Accounting to implement quickly so that you can get compliant by the deadlines.

Pat Calitri Regulatory Solutions CCH Tagetik
09:00 AM
Customer Story - Aegon

Aegon Asset management, a global provider of high-quality investment solutions across multiple asset classes in chosen markets (North America, the UK, Continental Europe and Asia), implemented CCH Tagetik in a multiphase/multi-country implementation including Planning for US, Global Consolidation & Reporting in the Netherlands and additional Financial Reporting implementation phases in Europe.

Larry Brislawn Senior Finance Manager Aegon Asset Management US
Elena Iordanova Head of Global Finance Aegon Asset Management
09:00 AM
XLCubed: Embracing Excel in an Enterprise BI Strategy

Finance users love Excel’s flexibility and accessibility, but IT often see it as a problem. Attempts to remove Excel from reporting processes often prove futile, and many organisations are now seeking ways to responsibly embrace and govern it. XLCubed extends the Excel flexibility users need, in a data-connected environment, and provides governed, scalable web and mobile deployment. It’s a model that works for both Finance and IT. See how XLCubed embedded within Tagetik Analytics provides the Office of Finance with unrivalled flexibility in analytics, reporting and dashboards.

Gary Crawford COO XLCubed
09:00 AM

Click on the tabs above to explore the Breakout Sessions.

10:00 AM
Reporting Tips & Tricks

Uncover some of the powerful, but often unused, CCH Tagetik reporting features through real case examples that will make your end users lives’ easier.

Pavel Klebanov Solutions Specialist CCH Tagetik
10:00 AM
ESA and CCH Tagetik: the journey

ESA and CCH Tagetik: the journey. ESA has been working in the past years to complete the landscape of Corporate tools addressing ESA’s main processes, with particular focus on the definition of an Agency wide solution for planning activities. The ESA Planning process is currently covered by a variety of different tools. A new unique and integrate solution, based on harmonised and comprehensive processes, is under implementation in Tagetik to provide reliable, coherent, consistent and efficient planning and monitoring capabilities.

Marco Mastria IT Project Manager ESA - European Space Agency
10:00 AM
Customer Story - Laing O'Rourke

Hear the Laing O'Rourke customer success story! Discover how Laing O'Rourke, the largest privately owned construction company in the United Kingdom, has transformed its finance function using CCH Tagetik.

Graham Pattison FP&A Systems Manager Laing O'Rourke
10:50 AM

11:10 AM
Reporting for the C-level: From Interactive Dashboarding and Modern Magazine Subscription to Executive Board Reporting

Learn how to improve your Executives' reporting experience, to make it more accessible, comprehensive and actionalble, by leveraging some of the latest CCH Tagetik functionality. In this session, you will learn how CCH Tagetik's Colaborative Office can help you steramline your Reporting needs outside of Excel, and we'll also show how to pair your numbers with explanations & visualizations using dynamic templates that automatically update based on the time horizon with the underlying data.

Pavel Klebanov Solutions Specialist CCH Tagetik
11:10 AM
Customer Story - Ropes & Gray

Hear the Ropes & Gray customer success story! Ropes & Gray LLP, a preeminent global law firm, implemented CCH Tagetik for Budgeting, Planning and Forecasting to automate and streamline their budget process and planning processes (Overhead and Travel Expense planning, Professional Services Revenue stream, Cost of Service planning and Staff expense planning).

Antonio Mota Senior Manager, Budgeting & Planning Ropes & Gray
11:10 AM
Accenture: A Journey to New: Targeting CPM Excellence in the Fashion Industry

How leading groups in the Fashion&Luxury Industry can target excellence in performance analysis capabilities introducing a new flexible EPM framework, leveraging Accenture EPM 4 Fashion solution based on CCH Tagetik technology.

Elisa Bolognesi Managing Director Accenture, EPM Lead Products Italy Accenture
12:10 PM
Data Integration Made Simple! (ETL, QDL and Connectors)

CCH Tagetik provides users and admins with multiple options for quickly and accurately loading data into the system. Using point/click and drag/drop, users can kick off existing processes or create one on-the-fly.

Dominic Sharp Senior Solutions Specialist CCH Tagetik
12:10 PM
Implementing the New Lease Accounting Standard: RGP’s practical tips on technology, data gathering and operationalizing the change

The new lease accounting standard adoption date is getting closer every day, and the effort is proving significant for many companies. This is a true finance transformation project affecting nearly every department across an enterprise. RGP is helping numerous companies implement a sustainable solution and operationalize lease accounting. Join us as we share lessons learned and best practices to help you select the right software for your business, efficiently gather your data, implement new processes and controls, and even secure an ROI out of this compliance project.

Shauna Watson VP Head of Global Technical Accounting Services RGP
12:10 PM
Customer Story - TPG

Hear the TPG customer success story! TPG, a leading global private investment firm, implemented CCH Tagetik for Financial Consolidation and Reporting to automate their process, decrease cycle time and gain valuable insights.

Dmitry Dmitrenko Developlment Operations Manger TPG Global
Lisa Lorenzon Senior Consultant CCH Tagetik
12:10 PM

Click on the tabs above to explore the Breakout Sessions.

01:00 PM
Transition From Breakouts to Main Room

01:15 PM
Closing Session, Awards, Grab-and-go Lunch

01:15 PM
Closing Session, Awards, Grab-and-go Lunch

01:15 PM
Closing Session, Awards, Grab-and-go Lunch

01:15 PM
Closing Session, Awards, Grab-and-go Lunch

01:45 PM
Grab-and-Go Lunch

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CCH Tagetik is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:


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Partner Summit

Wednesday, May 9 (09:30 AM - 06:30 PM) - Partner Summit & welcome Cocktail Reception

The CCH Tagetik Partner Summit is an exclusive pre-conference event for CCH Tagetik Partners and CCH Tagetik Operations. It brings the best Sales, Alliance Managers, Consulting and Technology Professionals in the CCH Tagetik ecosystem together with the CCH Tagetik Management Team and product experts to drive continued success and growth in the CCH Tagetik partner community.

This year's focus is on business driven opportunity with CCH Tagetik through Business Meetings and Networking, product enhancements, deep-dive sessions into real-world experiences from the field and executive roundtable meetings aimed to set the goals for next year.


4525 Collins Ave, Miami Beach, FL 33140

Located in Miami Beach, Eden Roc Resort’s captivating vibe pulses with a dynamic convergence of modern and classic, delivering the unexpected with a sophisticated and memorable resort experience. The resort merges the best aspects of yesterday with today, flawlessly blending iconic style with fabled glamour.

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Logistical Information

A conference hotel room rate is available for $339 per night (plus a $10 daily resort fee and 14% tax).
Book your room on-line or call (305) 531-0000 and ask for the CCH Tagetik conference rate. The conference room rate is also available for weekend nights immediately preceding or after the conference for those interested in extending their stay in Miami. Weekend rooms are based on hotel availability. The conference rate expires on May 3rd.

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CCH Tagetik Events App is designed to help extend your experience by offering a new way to connect:

  • read and post instant messages, pictures, tweets, news
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  • create your custom schedule and set reminders on your calendar 
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  • view interactive maps
  • More information will be added in the coming days. Check the App periodically for all new updates!

Register today to receive your event code and download the App!

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While attending CCH Tagetik in Touch 2018, take advantage of the opportunity to meet with our sponsor partners.  These partners have helped hundreds of our customers achieve maximum value from their CCH Tagetik solutions.  Find out what our partners can do for you. 

A special thanks to our CCH Tagetik in Touch 2018 sponsors.






The registration fee for a full conference pass to CCH Tagetik in Touch 2018 is $999 per person. A full conference pass provides you with:

  • Access to all sessions across all tracks
  • Access to all test drive areas
  • Ability to schedule one-on-one meetings with CCH Tagetik experts
  • Access to all onsite and offsite events

If you need help, please contact