sign up for CCH Tagetik in Touch 2017

CCH Tagetik in Touch


We know the CCH Tagetik Financial Performance Platform is always evolving. Financial requirements will emerge, as will technology. The simple will become complex. Efficiencies will become redundancies. Insight will grow in sophistication and finance will take on an increasingly central, strategic role.

So we don’t just listen, we collaborate.
We don’t just create, we innovate.
We don’t just move forward, we elevate.

At CCH Tagetik, we’re ever evolving, so finance can grow its influence, tap into limitless power and impact business decisions, company-wide.

Why Attend


  • Learn how the latest enhancements and innovations can benefit your business
  • Select from more than 50 sessions to tailor the experience to your specific needs
  • Learn best practices from your peers and product experts
  • Have access to the entire CCH Tagetik ecosystem at one event
  • Meet with CCH Tagetik executives, product experts, consultants and partners
  • Collaborate and network with your peers from around the globe

FAQ

Calendar

Check out the highlights from Tagetik in Touch 2015

750
Customers
82
Presentations
393
Meetings
1245
Coffees

conference agenda

May 23-24, 2017


In two days you will hear from industry leaders, product experts, peers and CCH Tagetik executives as they detail the latest updates, best practices and customer insights. (Explore the agenda below).

Check back the agenda periodically for updates.

Rob Konferowicz

Principal, Product ExperienceCCH Tagetik - North America


Rob main focus includes: growing and developing the Pre-Sales department for the North American HQ, Resource Management (lead talent acquisition, on-boarding and career growth activities), Process & Methodology (help optimize alignment across multiple departments for maximum efficiency), Innovation (assess market trends and demands for continuous product enhancements), Ownership of Strategic accounts (lead national account sales cycles for high-end brand names), Pre-sales day to day activities.

Michele Barsanti

Director International TeamAkeron


Michele Barsanti is the managing director of the international office at Akeron. His main responsibility is to expand the business across Europe.
He and his team support Tagetik and other partners providing competence on financial and operational planning, HR planning and monthly closing and are experts on the manufacturing and CPG industry.

Ulf Steinhop

ECEDirector Controlling & Risk Management


Hans van der Leeden

ManagerPwC


Chris Dial

Senior Director, Cloud ISVsMicrosoft


Chris Dial, Senior Director, Business Development in Microsoft, is responsible for managing the process to find, recruit, and make successful the software companies in the market building apps for phones, tablets, the cloud, and on-premise platforms. He works with teams in 12 countries across Europe to make sure these partners understand how to be successful using Microsoft technologies and new business models, then he helps them launch into the market and where possible, connect to the Microsoft channel and sales teams.

Barbara Romano

Risk ManagerAstaldi


Experienced Risk Manager at Corporate level with demonstrated knoledge of the construction industry. Strong professional recognition with PMI-RMP® Risk Management Professional certification in march 2015, focused in Project Risk Management and Enterprise Risk Management.
Skilled in Budgeting, Control and Strategic Planning due to past experieces in the same sector.
Since March 2005, employed at Astaldi S.p.A. (Rome) first in Project Control Dpt, since October 2007 in the Strategic Planning and Control Dpt and since June 2012 part of Corporate Risk Management Dpt.

Jasper Van Schijndel

DirectorPwC


Matteo Molteni

Senior ManagerPwC


Davide Rotondo

PartnerPwC


Alberto Asensio

Senior OEM Presales Solution ArchitectQlik


With 8 years of experience in BI and analytics working at different vendors, the last 2 years at Qlik as presales, now he is in charge of the OEM presales role for Italy and Iberia markets.

Giuliano Giannessi

Finance, Planning & Control DirectorDolce&Gabbana


Giuliano Giannessi joined Dolce & Gabbana Group in September 2014 as Finance, Planning & Control Director. From 1999 to 2014 he was the Group's Corporate Finance Director in Prada. Mr. Giannessi obtained a degree cum laude (with prise) in Business Administrator from the University of Pisa in 1987 and obtained the chartered accountant qualification in 1998. He started his career in Banca Commerciale Italiana, he worked at Piaggio Group as Treasurer (1991 to 1993) and Financial Planning Manager (1994 to 1995) and later is Salov Group as Treasurer and Credit Manager (1995 to 1999).

Gary Crawford

COOXLCubed


Gary is COO at XLCubed. He works closely with customers and partners on their needs within BI, their usage of the XLCubed suite, and ensuring that future development plans meet their ongoing business needs.

Gianluigi Petroni

Product SpecialistCCH Tagetik


Gianluigi Petroni is an experienced CPM consultant specialising in highly customized Budgeting and HR Planning solutions development.

Maurizio Santoni

ConsultantCCH Tagetik


Maurizio is working in CCH Tagetik since December 2013 as CPM consultant. His main activities are mainly the implementation and parametrization of CCH Tagetik CPM to get the customer satisfaction. He has been involved in several international projects about “Planning”, “Budgeting”, “Forecasting” and “Reporting” .
Maurizio graduated in Business informatics (Master Degree) at the University of Pisa.

Saverio Niccolini

ConsultantCCH Tagetik


Experience as Consultant in the Corporate Performance Management market. In this role he develops solutions, based on CCH Tagetik, to solve customer’s business problems focused on Planning, Budgeting, Consolidation, Forecasting and Reporting.
Implementing CPM Solutions with CCH Tagetik with an international experience on the CPM market. Involved in international and national projects touching a variety of CPM topics like operational budgeting and reporting.

Gabriele Benini

Senior Product SpecialistCCH Tagetik


Experience as a Senior Product Specialist in the Corporate Performance Management market.
He is involved in international and national projects touching a variety of CPM topics.
In this role he design and develops solutions, based on CCH Tagetik, to solve customer’s business problems focused on HR Planning, Budgeting, Consolidation, Forecasting and Reporting.

Alexandre Constantinescu

Executive PartnerSatriun Group


Paolo Angeli

VP Professional ServicesCCH Tagetik - North America


Morris Treadway

Global Finance and Enterprise Performance Management CoE LeaderKPMG


Gaetano Daria

HR Administration Applications ManagerAutostrade per l'Italia


Marco van Ackooij

Partner Deloitte Consulting | Strategy and OperationsDeloitte


Marco Passera

Principal DirectorAccenture


Mats Gullberg

Head of OEM ProgramsQlik


Jay Tahtah

Partner - Capital Markets and Accounting Advisory Services (CMAAS)PwC


Jay Tahtah is a partner in PwC’s Capital Markets and Accounting Advisory Services Group. He has been advising international clients for over 15 years on a variety of complex IFRS accounting and reporting matters across a range of industries. He is a subject matter expert on leasing and chairs PwC's network of leasing advisory specialists around the world.
In recent years, he led the development of PwC's methodologies and technology solutions for the changes in lease accounting and has worked closely with software vendors on IFRS IT solutions. He currently advises clients on the implementation of global changes in lease accounting and is focused on delivering end-to-end (technology) solutions to clients for leases.

Katja Springefeld

Head of Group AccountingMETRO AG Wholesales & Food Specialist Company


Mrs. Katja Springefeld is Head of Group Accounting / Sub-project Leader Tagetik (Consolidation / Migration) in METRO AG Wholesales & Food Specialist Company. Prior to her current assignment she held the positions as Commercial Manager at Joh. Schack GmbH & Co. KG from 1999 to 2002 and as Department Manager Deputy of Division Manager at Karstadt Immobilien AG & Co. (Arcandor Group) from 2002 to 2008.
She joined METRO GROUP in 2009 as Consultant Group Accounting.

Volker Schmitz

Director Group AccountingMETRO AG Wholesales & Food Specialist Company


As Director of Group Accounting Volker Schmitz is responsible for the consolidated year end- and quarterly interim financial statements of METRO GROUP.
Volker Schmitz started his career in the Trading Segment of ThyssenKrupp, a diversified industrial group, as expert within the Finance department followed by various assignmnets in group consolidation. Prior to his current assignment he held several positions as Director of Accounting and Group Accounting in the IT- and Telecommunication business.

Grazia Cafagna

Director - Financial Services Solutions ManagementCCH Tagetik


Anthony Marzetti

Director, Data IntegrationCCH Tagetik


As Director of Data Integration at CCH Tagetik, Anthony Marzetti is focused on the implementation and development of CCH Tagetik`s Business Intelligence and Advanced Analytics Solutions, concentrating on the integration between CCH Tagetik and our technology partner solutions, including Microsoft, SAP, Qlik, Roambi, CXO Cockpit and XLCubed among others. In this capacity, he has worked in very close collaboration with Microsoft, including as a participating member of Microsoft`s Business Intelligence Partner Advisory Council.

Hans-Ulrich Hujer

Head of Reporting Systems and Data ManagementLEDVANCE


Fabrizio Troiani

Product Specialist - Business Technology & DataDedagroup


He graduated in Economics and Management cum laude, with informatics passion for several years dealing with planning and control projects. The vocation for problem solving and communication skills, combined with solid functional competence, make him a well-rounded consultant for projects in the finance area.

Andrea Ragni

Sustainability Supervisor Atlantia S.p.A.


A 10 years experienced in Corporate Social Responsibility (CSR), Andrea operates at Atlantia currently with responsibilities for implementing Sustainability Policy and initiatives, production of the Integrated Annual Report, and relationships with Stakeholders as sustainability rating agencies, ethical Investors, SRI organizations.

Carsten Tannert

Senior BI ProfessionalDaimler TSS


Jérôme Vial

Country ManagerCCH Tagetik - Switzerland


Jérôme Vial is the CCH Tagetik Country Manager Switzerland, with over 20 years experience in financial reporting, corporate finance and enterprise software, as qualified UK Chartered Accountant and certified as Swiss Financial analyst (CIIA).
Jérôme is a visiting Professor at several Universities and is Chairman of the Association of Certified Chartered Accountant (ACCA) in Switzerland. He is also member of the IFRS User Panel of the European Financial Reporting Advisory Group in Brussels.

Claire Valtot-Cochard

Head of Group Financial CommunicationSociété Générale


Claire Valtot-Cochard is Head of Group Financial Communication with Société Générale since 2011. With 28 years of Finance and Banking experience, she has worked with various institutions such as ABN Amro, PricewaterhouseCoopers, Credit Lyonnais, particularly in the field of Investment banking, internal and external audit. She has been lecturing for NEOMA business school and the IIA in Internal audit and for PricewaterhouseCoopers in IFRS and general training.

Elisa Tolotti

ControllerMarcolin


Elisa Tolotti joined Marcolin in January 2016 as Controller. Prior to Marcolin was auditor at Kpmg.

Robert Pemble

Director of European Market DevelopmentTeamMate


Robert has been working with assurance software for over 13 years and specifically with TeamMate for the last 9 years. He has deep understanding of internal audit and internal control methodology and has overseen TeamMate implementations at many over Europe’s largest companies.

Abdelhak Nasri

EPM DirectorMeltOne Advisory


Abdelhak has more than 10 years’ experience with different EPM solution with a strong background in Retail sector.
He helps the French Group Picard to implement the TAGETIK budget solution.

Rose Morlière

Financial Process and IT System ManagerPicard


Rose is handling major project for PICARD Finance department (statutory consolidation, planning, ERP, ..)

Caroline Tort

Special Projects Finance ManagerDolce&Gabbana


Caroline Tort, aged 42, joined Dolce&Gabbana Group in September 2015 as Special Projects Finance Manager. From 2006 to 2015 she was the Group Financial Controller in Versace. Mrs Tort obtained a Master’s degree in Auditing and Controlling in 1997. She started her career as Auditor Mazars (from 1998 to 2003), then she worked in Accor Group as Consolidated Account Manager (from 2003 to 2006).

Andrea Corsini

Business Planning ManagerAstaldi


Andrea started his experience at Astaldi Group acting as Project Controller for foreign initiatives. After this experience he dealt with Consolidated Financial Statement IAS-IFRS Compliant and after that he is now involved in Strategic Planning and Control Department. With 15 years of experience he was totally involved in Tagetik first implementation in 2006 and now is part of the team for Integrated Reporting.

Dan Bolland

Director, Financial ManagementKPMG UK


Dan has 15 years of experience in delivering decision making, performance management and process improvements/ insight through automation and change programmes specialising in commercial impact of change and options to move forward. Dan specializes in banking.

François-Victor Adam

Tax PartnerPwC Luxemburg


François-Victor Adam works at PwC Luxembourg and has more than 20 years’ experience in the financial sector. He has steered major re-engineering and transformation projects for private bankers, asset managers and life-insurance companies. His previous function as COO of a Luxembourg insurance company enabled him to acquire a deep knowledge of operations and to undertake intensive change management. At PwC Luxembourg, in collaboration with various experts in Regulatory, Compliance and Risk Management, François-Victor leads the regulatory reporting service for the fund and insurance industries and is constantly developing it.

Marco Mastria

IT Project Manager European Space Agency - ESA


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.

Ales Duzic

Group integrated reportingGenerali


Coordination of activities covering different aspects of Generali Group reporting, from IFRS to Solvency 2 Pillar 3. In last years strongly involved in different implementation project aiming to set new IFRS reporting platform, define S2 balance sheet and define Pillar 3 reporting for Generali Group.

Sergio De Santis

Head of actuarial, statistical and database analysesAnia


Degree cum laude in Actuarial Science at the University of Rome “La Sapienza”, is a member of the Italian Faculty of Actuaries and of the Italian Institute of Actuaries; he is also a Fellow of the Institute of Actuaries in UK. After being a consultant in the Non-Life insurance sector in the London and in the Milan offices of Tillinghast-Towers Perrin, he moved to Swiss Re (based in Zurich) as a member of Management. In ANIA (Italian Insurance Association) he is Head of the Actuarial, Statistics and Database Analyses.

Roberto Fasano

Director, Financial Services SolutionsCCH Tagetik


Roberta Morelli

Senior Business Solution AnalystBupa


Experienced Senior Business Analyst working across IT, Central Government, Legal and Health industry. Before joining Bupa in 2014, Roberta has worked in a number of multi-organisation transformation programmes, such as Solicitors Regulation Authority Enabling Programme (automating 120,000 Solicitor’s Practicing Certificate Renewals online), The Law Society- Blueprint Programme (Online Conveyancing Portal (Cloud)) and currently involved in the APM implementation/delivery at Bupa.

Ian Rhind

CEO Corporate Performance SolutionsWolters Kluwer Tax & Accounting


Dave Kasabian

VP MarketingCCH Tagetik


Riccardo Paganelli

Senior Solution ArchitectQlik


Riccardo has over fifteen years of experience in Business Intelligence and Business Analytics. With a background in banking, he has developed expertise with the most popular BI and CPM players and platforms, implementing projects in the field of Farma, Utility, Manufacturing and PA for different business functions.

Casper Van Leeuwen

Executive PartnerSatriun Group


Casper is an experienced Tagetik consultant and has designed and managed the successful implementation of Tagetik at many corporations such as Randstad, Wessanen, Steinweg, SCR-Sibelco, Agfa-Gevaert, and TeamViewer. Casper is Executive Partner at Satriun Group, a European CPM consultancy with offices in Amsterdam, Geneva, Paris, Zurich, Munich, and Bucharest. Satriun Group was awarded “Specialist Consulting Partner of the Year” by Tagetik in 2014.

Andrea Serani

Senior Project LeaderCCH Tagetik


National and international experience on the Corporate Performance Management market. Andrea has been involved in the last years in several projects as Project Leader, focusing on the areas of Closing, Budgeting, Planning, Forecasting, Profitability, KPI Analysis, Management Consolidation, Regulatory Reporting, Cash Flow Planning and ERP-CPM integration.

John Enoch

Business Development Manager, Cloud EconomicsAmazon Web Services


Enoch leads Amazon’s cloud economics function for EMEA. In his role, he supports large digital transformation initiatives with deep dive cost-benefit and cost-effectiveness analysis. He also helps customers evaluate the financial, operational, regulatory and risk implications of cloud adoption and form team consensus on their action plans. Prior to joining Amazon Web Services, Enoch held director roles at PwC and Deloitte with a specialty in operational, technology, and strategic risk consulting. He also has held executive roles with several telecomm companies in Southeast Asia. Enoch earned a bachelor’s degree from the University of Nottingham and is currently completing a master’s degree is risk and policy analysis at the University of Gävle.

Paul D. Hamerman

Vice President, Principal Analyst Serving Application Development & Delivery ProfessionalsForrester Research, Inc.


As an analyst on the Applications Development & Delivery team at Forrester, Paul focuses on human resources management and financial applications, as well as trends and directions in the overall market for enterprise applications. His work includes analyzing market
trends in technology adoption, business process best-practices, software market sizing and segmentation, competitive analysis, application deployment models (e.g., SaaS), and next-generation technologies.
Paul works extensively with both applications user clients (technology buyers) and vendor clients, internationally and across a wide variety of industries. He assists corporate and governmental user organizations with vendor selection, upgrade decisions, and business process optimization strategies. Paul advises software vendors and services providers on product strategies, competitive dynamics, product capabilities, partnering strategies, and M&A opportunities.

Gary Simon

Chief Executive of FSN and the leader of the FSN Modern Finance ForumFSN


Gary Simon is the Chief Executive of FSN and the leader of the FSN Modern Finance Forum on Linkedin, with a membership of more than 38,000 finance professionals. He is a highly sought after lecturer and trusted provider of 'thought leadership' and analysis about finance and business systems for CFO's around the world. He is a Fellow of the Institute Of Chartered Accountants in England and Wales; a Fellow of the British Computer Society; a Chartered IT Professional; a Graduate of London University and the author of four books on financial software and information systems.
He addresses thousands of finance professionals annually about the issues and challenges affecting the CFO’s role. The bulk of Gary Simon’s professional experience has been as a senior consulting partner with Deloitte, one of the largest professional services organisations in the world. His field of expertise is information strategy, performance management and financial reporting systems working at Board level with global 2,000 companies, large public sector organisations and central government as well as spells in the mid-market.

Dong Chengzhi

Assistant General Manager of Accounting DepartmentChina Life Insurance Co., Ltd.


Mr. Dong is Assistant General Manager of Accounting Department,China Life Insurance Co., Ltd. He is responsible for the company's accounting policy, accounting process, accounting system construction, and financial reports. He is in charge of the implementation of the China Insurance Regulatory Commission risk-oriented solvency regulatory, responsible for solvency reports, carries out solvency stress testing , capital planning and so on.

Nicola Rognini

Director, Solution ManagementCCH Tagetik


Marco Giusti

Director, Solutions ManagementCCH Tagetik


Alessandro Rossi

ConsultantCCH Tagetik


Software implementation consultant in Corporate Performance Management area for the definition of budget process and management consolidation.
Other activities include partner support, pre-sales and user training.

Fabio Vigolo

Product Development Director for Reporting, Analytics and Collaborative OfficeCCH Tagetik


CCH Tagetik Product development director for Reporting, Analytics and Collaborative Office. Responsible for the integration of CCH Tagetik software with third part products and solutions, in particular in the analytics area (Microsoft BI, Qlik, SAP HANA and SAP Business Objects).

Carl Waller

Senior Financial Systems AnalystBupa


Carl started working with Bupa in July 2016 to assist with the project to implement Tagetik APM and Solvency II Pillar 3 PPS. His career has focused on providing finance system consultancy and support to a variety of global organisations across different industries, both via existing system management or project-based upgrades and implementations.

Marco Pierallini

EVP ProductCCH Tagetik


Manuel Vellutini

EVP CommercialCCH Tagetik


Davide Artioli

Head of Business Intelligence and Decision Support Systems, IT departmentCredem Banca


Davide Artioli has been working in the IT department of Credito Emiliano SPA since 2000. He was part of the team that developed the Credem Group Business Intelligence and Datawarehouse system. Since 2008 he has been leading the “Control, Planning and Intelligence Systems” department.
Actively involved in the BI & DWH community through traditional and new social media, Davide is particularly interested in issues regarding multisource integration and customer-driven analytics.

Luca Berni

Senior Solution SpecialistCCH Tagetik


CDM International market,Project management, pre-sales activities (Demos, PoC) supporting Partners and coordination. Supporting customers post go-live phase. Different business area: Industry - CPG - Insurance - Bank.
Projects in CDM/XBRL area, for medium and large-sized enterprises.

Christophe Mellinger

Tax Director PwC Luxemburg


Christophe is a tax director in PwC Luxembourg’s fund reporting services department.
Christophe manage the implementation of Tagetik in order to produce regulatory reporting for Asset Management and Insurance clients like PRIIPS-KID , UCITS-KIID, S2, BCL and many others. Christophe is also responsible to on-board clients on Tagetik Platform and the reporting production on day to day basis.

Alessio Lolli

VP Pre-Sales for NACCH Tagetik - North America


In line with CCH Tagetik's focus on customer success, Alessio's responsibility is to ensure the product offering meets and exceeds our prospective customers' expectations.
Leading a team of finance professionals constantly involved in presenting our solution to a wide variety of companies of different sizes and industries, Alessio's role as an active member of the Product Experience team at CCH Tagetik is to educate the market on the power, the experience and the finance-oriented culture of the CCH Tagetik Solution.

Sara Rosati

Director Solutions ManagementCCH Tagetik


Viola Frediani

ConsultantAkeron s.r.l.


Viola Frediani is an international Tagetik Consultant at Akeron. She supports customers and partners providing competence on financial, HR and cash flow planning processes.

Aida Viertel

Senior ConsultantCCH Tagetik - UK & Ireland


Aida Viertel is an experienced Senior Consultant and Trainer at CCH Tagetik UK & Ireland leading projects across various industries. She offers extensive Solvency II, Enterprise Performance Management (EPM) & Business Intelligence (BI) competency, together with hands-on Accounting and Tax experience.

Julien Gouvy

IT project manager, Business Solution CentreSociété Générale


Julien Gouvy is Business Analyst in Societé Générale’s Business Solution Center – the Information Systems Department for the Functional Lines. Since 2014, he has worked on the Financial Consolidation application and has been part of the deployment project of Tagetik Collaborative Disclosure Management for the Group Financial Communication.

Enrico Bellinzona

Operations Manager - Business Technology & DataDedaGroup


Born in 1963, Enrico Bellinzona graduated cum laude in Political Science and Letters.
In 1994, with his brother Marco, he founded Ecos dealing with Business Intelligence, Performance Management, theory and design of the bases of relational and multidimensional data. It is currently the Operations Manager of the  Dedagroup Technology & Date Division.

Karen Abramson

‎CEO (Global Division) Wolters Kluwer Tax and Accounting


Gwellyn Daandels

Senior Director, Analytics & Information Management, EuropeCognizant


A seasoned and passionate professional in the space of analytics, information management and performance management with over 25 years of experience. Gwellyn has been active in banking, insurance, telecom, retail, logistics, luxury goods, software, and services. Before joining Cognizant, he worked for The Swatch Group, General Electric, and IBM.

Marco Vigolo

Director, Product Management - Budgeting, Planning and ForecastingCCH Tagetik


Leading product development for Budgeting, Planning and Forecasting. Supporting subsidiaries and partner network worldwide in presale cycles.

Enrico Bandiera

Group Controller Marcolin


Enhance EPM processes in the fashion industry through end to-end service solutions, powered by Tagetik 5 Cloud technology. Appointed Group Controller in March 2009. Prior to Marcolin, Enrico was at De’ Longhi, Electrolux and SIT La Precisa.

Sonia Barbarossa

Director, Product ManagementCCH Tagetik


Sonia Barbarossa is one of the Product Owners of the Budget Process, specifically the Cash Flow Planning, Process management , Cockpit and Workflow areas. Her main responsibility is to identify and prioritise features which make the product grow. She is the trait d'union between development and customers; in direct contact with customers, pre-sales, support and consultants, listening to their needs and transforming them into product features.

Eric Patte

Senior Financial Systems AnalystBupa


Eric started his career in group accounting and consolidation before moving to a consulting role where he specialised in Corporate Performance Management. He worked on various projects across different industries focusing on the design and implementation of financial consolidation and reporting solutions. Having previously led the implementation of a solution for Solvency II Pillar 3 reporting, Eric joined Bupa in 2016 to assist with the implementation of Tagetik APM and SII Pillar 3 PPS.

Kate Forbes

Head of Financial Projects and SystemsBupa


A financial projects and systems professional with an accounting background currently working at Bupa with Tagetik’s APM and PPS solutions. Responsible since the mid-1990s for developing and managing numerous large scale projects which have brought tangible benefits to various organisations by enhancing their financial, management and regulatory reporting, and strategic decision-making process.

Yorgos Koussoroplis

User Experience DesignerCCH Tagetik


Yorgos Koussoroplis is the User Experience Designer at CCH Tagetik. His main duties are analysing user needs and designing the application interface in order to meet those needs in the most effective way.

Ilaria Bertolucci

Director, Product ManagementCCH Tagetik


Eric Aholou

Senior ConsultantReportWise Consulting


For about 5 years, Eric has been working on Tagetik on several projects from Management Reporting to Consolidation. As a Senior Consultant of Reportwise Consulting, he provides clients - like Generali France or Le Bon Marché - with his solid experience and his double expertise, technical and functional.

Camille Maitrot

Senior ManagerReportWise Consulting


After 6 years at Cartesis on projets with major international groups, Camille has joined Reportwise Consulting in 2009. She has developped a strong expertise on Consolidation and reporting information system in particuliar on SAP EPM Suite. Since 2012, she has been working also on the solution provided by Tagetik and is responsible of the partnership with Tagetik.
She works on implementation projects for consolidation and management reporting in industrial, banking and insurance environments and also has strong expertise on operational support and system administration.

Silvia Kind

Business Intelligence ProfessionalDaimler TSS GmbH


Nils Wolf

Software Engineer Business IntelligenceDaimler TSS GmbH


Thomas Krumbein

Senior Business Intelligence ProfessionalDaimler TSS GmbH


Wu Hongliang

FSA, CERA, FRMChina Life Insurance Co., Ltd.


Employed by China Life in August 2002, Mr. Wu has worked for Product Development Department, actuarial department, and now Accounting Department, engaging in product pricing, actuarial assessment, solvency and risk management and other related work. He is very knowledgeable in insurance field, qualified for FSA (Fellow of the Society of Actuaries), CERA (Charterd Enterprise Risk Analyst), and FRM (Financial Risk Manager), and has been a MCAA (Member of China Association of Actuaries).

Marcel Neuser

Manager - Responsible for Microsoft BI and Performance Management with TagetikDaimler TSS


Marcel Neuser is a Daimler TSS Manager. Responsible for Microsoft BI and Performance Management with Tagetik. Interrested in Power BI,Cortana Intelligence,CPM and Information Design.

Mino Vania

Manager - Financial ManagementKMPG UK


Minochehr has over 9 years of Enterprise Performance Management and Finance Transformation consulting experience across various industries with a focus on Banking. His experience includes strategy shaping through case for change, engagement scoping, delivery and client management across UK, Europe and Asia.

Alberto Degli Esposti

Director, Advisory Global EPM Center of ExcellenceKPMG AG


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, Bank, 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.

08:30
Teatro del Giglio - P.zza del Giglio 13/15
Registration & Welcome Coffee

09:30
Teatro del Giglio - P.zza del Giglio 13/15
Collaborate, Innovate, Elevate. Working together to transform Finance.

Speakers:
Karen Abramson ‎CEO (Global Division) Wolters Kluwer Tax and Accounting
Marco Pierallini EVP Product CCH Tagetik
Manuel Vellutini EVP Commercial CCH Tagetik
09:30
Teatro del Giglio - P.zza del Giglio 13/15
General Session

Click on the tab above to explore the General Session.

09:30
Teatro del Giglio - P.zza del Giglio 13/15
General Session

Click on the tab above to explore the General Session.

09:30
Teatro del Giglio - P.zza del Giglio 13/15
General Session

Click on the tab above to explore the General Session.

09:30
Teatro del Giglio - P.zza del Giglio 13/15
General Session

Click on the tab above to explore the General Session.

09:30
Teatro del Giglio - P.zza del Giglio 13/15
General Session

Click on the tab above to explore the General Session.

09:30
Teatro del Giglio - P.zza del Giglio 13/15
General Session

Click on the tab above to explore the General Session.

09:30
Teatro del Giglio - P.zza del Giglio 13/15
General Session

Click on the tab above to explore the General Session.

09:30
Teatro del Giglio - P.zza del Giglio 13/15
General Session

Click on the tab above to explore the General Session.

11:00
Teatro del Giglio - P.zza del Giglio 13/15
Collaborate, Innovate, Elevate. An interactive discussion.

MODERATOR: Dave Kasabian
This panel of experts will share their insights on what it looks like today and how that will change in the future.

Speakers:
Alexandre Constantinescu Executive Partner Satriun Group
Gwellyn Daandels Senior Director, Analytics & Information Management, Europe Cognizant
Chris Dial Senior Director, Cloud ISVs Microsoft
Mats Gullberg Head of OEM Programs Qlik
Dave Kasabian VP Marketing CCH Tagetik
Marco Passera Principal Director Accenture
Ian Rhind CEO Corporate Performance Solutions Wolters Kluwer Tax & Accounting
Jay Tahtah Partner - Capital Markets and Accounting Advisory Services (CMAAS) PwC
Morris Treadway Global Finance and Enterprise Performance Management CoE Leader KPMG
Marco van Ackooij Partner Deloitte Consulting | Strategy and Operations Deloitte
12:15
Transfer on foot to Real Collegio

13:00
Real Collegio - P.zza del Collegio 13
Lunch

14:30
Real Collegio - Room: Customers Stories
Tagetik @ESA: the decision making process

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, will be implemented in Tagetik to provide reliable, coherent, consistent and efficient planning and monitoring capabilities.

Speakers:
Marco Mastria IT Project Manager European Space Agency - ESA
14:30
Real Collegio - Room: Financial Services
Bupa’s Solvency II PPS and APM Implementation

Bupa will share its experience of implementing Solvency II PPS and APM. APM was identified as the right component to collect data to support the Solvency II reporting process. A further benefit is that it fully integrates with other Tagetik applications. This enables users to carry out all tasks from data load to external reporting within a single platform. Bupa’s roadmap for next year includes the implementation of an IFRS reporting solution with APM as a global finance data repository.

Speakers:
Kate Forbes Head of Financial Projects and Systems Bupa
Roberta Morelli Senior Business Solution Analyst Bupa
Eric Patte Senior Financial Systems Analyst Bupa
Aida Viertel Senior Consultant CCH Tagetik - UK & Ireland
Carl Waller Senior Financial Systems Analyst Bupa
14:30
Real Collegio - Room: Partners 1
KPMG Integrated Planning - A driver-based forecasting solution

This is your disrupted world - and ours. Accelerating advances in technology, regulatory pressures, and changes in business models are transforming the rules and risks of the game. To help meet these demands, the need for integrated business planning (IBP) is significantly increasing. See how KPMG’s IBP solution enables collaborative planning across the organization, supports faster and more insightful decision-making, and provides forward-looking analysis built on key business drivers.

Speakers:
Dan Bolland Director, Financial Management KPMG UK
Alberto Degli Esposti Director, Advisory Global EPM Center of Excellence KPMG AG
Mino Vania Manager - Financial Management KMPG UK
14:30
Real Collegio - Room: Partners 2
Deep dive into Retail Planning with MeltOne Advisory and the experience of Picard

The speakers will put the stress on the stakes and key points to address for planning solutions in the Retail sector.
Picard and MeltOne Advisory will then introduce and detail their Tagetik project that is now live!

Speakers:
Rose Morlière Financial Process and IT System Manager Picard
Abdelhak Nasri EPM Director MeltOne Advisory
14:30
Real Collegio - Room: Progressive CFO
METRO GROUP - Conceptual key topics for the implementation of CCH Tagetik 5

The presentation will give an overview about the conceptual key topic and challenges during the implementation project of CCH Tagetik 5. Metro Group uses a wide range of built in functionalities and delivered the input for the new IFRS 5 engine. The upcoming demerger of Metro Group within the project scope is a challenge for both - the consolidation system and the people.

Speakers:
Volker Schmitz Director Group Accounting METRO AG Wholesales & Food Specialist Company
Katja Springefeld Head of Group Accounting METRO AG Wholesales & Food Specialist Company
14:30
Real collegio - Room: CCH Tagetik Demo
CCH Tagetik Budgeting & Planning and Analytics

See the flexibility of CCH Tagetik firsthand in this tour of Planning & Analytics capabilities. Session highlights include tops-down and bottoms-up planning examples with cool ways to explore and visualize the results using ad hoc analysis and dashboards!

Speakers:
Rob Konferowicz Principal, Product Experience CCH Tagetik - North America
14:30
Real collegio - Room: CCH Tagetik Tips & Tricks
Report Optimization & Advanced Features

Take your seat for a deep dive into the most advanced features of CCH Tagetik reporting. Get ready to boost your financial reports to the next level!

Speakers:
Gianluigi Petroni Product Specialist CCH Tagetik
14:30
Real collegio - Room: CCH Tagetik Latest & Greatest
CCH Tagetik 5. What's new (part 1)

Discover the new exiciting features of CCH Tagetik 5, such as:
- New interactive workflow
- Data model new front end.
- web forms enhancement
- quick data loader
- Forecast Model

Speakers:
Yorgos Koussoroplis User Experience Designer CCH Tagetik
14:30
Real Collegio - P.zza del Collegio 13
Breakout Sessions

Click on the tabs above to explore the Breakout Sessions.

15:25
Real Collegio - Room: Customers Stories
Sustainability management and Reporting on Tagetik 5 Platform

Since 2007, Atlantia Group has voluntarily adopted GRI (Global Reporting Initiative) international guide lines to draw up the Social and Sustainability Reporting.
Starting from 2014 Atlantia has decided to follow the latest release of these guide lines, the G4 version.
Atlantia Group has succesfully implemented with Tagetik 5 the entire process: data collection, KPIs elaboration and integrated Report document creation. The process manage a high number of users, legal entities and currencies.

Speakers:
Gaetano Daria HR Administration Applications Manager Autostrade per l'Italia
Andrea Ragni Sustainability Supervisor Atlantia S.p.A.
15:25
Real Collegio - Room: Financial Services
Transforming Financial communication, Societe Generale’s experience

Societe Generale’s financial communication involves various systems and manual inputs and people throughout the organisation – from accountants to CEO. Using Tagetik, Societe Generale moved from a totally manual process based on mails and attachments to an integrated and collaborative solution, implemented on a secured infrastructure for the Group financial communication, including the registration document, and is now duplicating the experience to other processes such as regulatory reports.

Speakers:
Julien Gouvy IT project manager, Business Solution Centre Société Générale
Claire Valtot-Cochard Head of Group Financial Communication Société Générale
15:25
Real Collegio - Room: Partners 1
Leverage Tagetik for digital performance reporting with CXO-Cockpit

Gartner defined performance reporting as a component of strategic CPM: taking management reporting to a new level of inclusion and ease of use with collaboration capabilities that transform traditional management reports into new performance playbooks that provide a more inclusive approach to results explanation. CXO-Cockpit delivers such capabilities and has built a case with a number of relevant Tagetik clients. Learn what is involved with leveraging Tagetik for digital performance reporting!

Speakers:
Casper Van Leeuwen Executive Partner Satriun Group
15:25
Real Collegio - Room: Partners 2
Accenture EPM Managed Services @Marcolin

Harnessing the power of digital to optimize and enhance EPM Processes, through an end-to-end service provided by Accenture for the Fashion Industry and powered by Tagetik 5 Cloud technology.

Speakers:
Enrico Bandiera Group Controller Marcolin
Elisa Tolotti Controller Marcolin
15:25
Real Collegio - Room: Progressive CFO
Big Data and the CFO

Big Data is a buzz word describing the vast amount of data that is available for decision-making in businesses today. But how available is this data? How can CFOs decide what Big Data is relevant and what is just noise? Big Data is with a purpose is the answer. Come learn how CCH Tagetik is working to put CFOs in charge of their of their own Big Data destiny. Share your Big Data challenges and opportunities with your peers and provide your insights on Big Data challenges of the CFO with the CCH Tagetik development team.

Speakers:
Dave Kasabian VP Marketing CCH Tagetik
Anthony Marzetti Director, Data Integration CCH Tagetik
15:25
Real collegio - Room: CCH Tagetik Demo
Pillar 2: SCR and MVBS aggregation/projection/consolidation and Orsa document

This session will show how CCH Tagetik can support Insurance Groups to project SCR, MVBS, DTA / DTL , Solvency Ratio and some primary KPIs in the time horizon of the strategic plan.
The focus of this session will be the aggregation, projection and consolidation of data, the assessment of the impacts due to the external shock and the disclosure of the ORSA document.

Speakers:
Sara Rosati Director Solutions Management CCH Tagetik
15:25
Real collegio - Room: CCH Tagetik Tips & Tricks
Boost your Modeling & Scenario planning

Discover how CCH Tagetik helps you managing complex planning processes thanks to its flexibility and capability to easily and quickly change models and assumptions.

Speakers:
Maurizio Santoni Consultant CCH Tagetik
15:25
Real collegio - Room: CCH Tagetik Latest & Greatest
CCH Tagetik 5. What's new (part 2)

Discover the new exiciting features of CCH Tagetik 5, such as:
- Consolidator Cockpit & Diagnostic
- Report Bursting
- Tagetik Magazine

Speakers:
Yorgos Koussoroplis User Experience Designer CCH Tagetik
Fabio Vigolo Product Development Director for Reporting, Analytics and Collaborative Office CCH Tagetik
16:10
Coffee Break

16:45
Real Collegio - Room: Customers Stories
Information Design @Tagetik

During this session Daimler TSS will introduce the company and their field of activity. You will learn how Tagetik is used inside the Daimler AG and Daimler TSS GmbH corporation and in what projects Tagetik is being implemented.
Additionally, we will look at information design and how information design can be used together with Tagetik. After the presentation there will be time for a Q&A session.

Speakers:
Silvia Kind Business Intelligence Professional Daimler TSS GmbH
Thomas Krumbein Senior Business Intelligence Professional Daimler TSS GmbH
Nils Wolf Software Engineer Business Intelligence Daimler TSS GmbH
16:45
Real Collegio - Room: Financial Services
Pillar 3 reporting in Solvency 2 - What now

The presentation will focus on how to deal with the huge amount of information produced for Solvency 2 reporting, what are the challenges, what is the focus and how Generali together with Tagetik has approached this challenge. In addition, it will be presented a web application that the Italian Insurance Association (ANIA) has developed with Tagetik in order to collect all the QRTs of the market and to create a database that could be used by the insurance companies for benchmarking performances.

Speakers:
Sergio De Santis Head of actuarial, statistical and database analyses Ania
Ales Duzic Group integrated reporting Generali
16:45
Real Collegio - Room: Partners 1
Digital, the new destination for the office of CFO - A Cognizant Perspective

Organizations are creating digital strategies to improve experience, effectiveness and efficiency across functions. Office of the CFO is similarly looking to create digital strategies in exploring newer revenue models and re-engineer business processes to build agility and scalability. With changing role, CFOs now bring broader business perspectives, clarity in organizational vision and insights from data to ensure effective decision making. Join us to learn more on Digital CFO.

Speakers:
Gwellyn Daandels Senior Director, Analytics & Information Management, Europe Cognizant
16:45
Real Collegio - Room: Partners 2
-- No Session --

16:45
Real Collegio - Room: Progressive CFO
What the CFO really doesn’t want the board to know about reporting!

FSN’s latest research of 1,000 senior finance professionals globally reveals a reporting process that is on a knife edge. CFOs are losing sleep, they are not ready for an era of self-service reporting, productivity is suffering and there are problems in the board room as well. Understandably, CFOs want a quick fix but have their priorities upside down. In this presentation, Gary Simon builds on the research to explain why it’s all going wrong and what can be done to reverse the trend.

Speakers:
Gary Simon Chief Executive of FSN and the leader of the FSN Modern Finance Forum FSN
16:45
Real collegio - Room: CCH Tagetik Demo
CCH Tagetik HR Planning

This session explains the basics of any HR Planning process, providing a complete view on both workloads and expenses calculation. The model that will be illustrated supports both Headcount and Individual Employee Planning. Attendees will be given insights and recommendations in order to better understand the pros and cons of the possible approaches to HR Planning.

Speakers:
Viola Frediani Consultant Akeron s.r.l.
16:45
Real collegio - Room: CCH Tagetik Tips & Tricks
Choose your own calculation tool

Discover how to choose the best CCH Tagetik calculation method to address your requirements. Among the variety of options provided by CCH Tagetik let's explore when it's recommended leveraging FSTs, Allocations, MDXs, Excel formulas, ETLs and Monthly Splitting.

Speakers:
Saverio Niccolini Consultant CCH Tagetik
16:45
Real collegio - Room: CCH Tagetik Latest & Greatest
Discover the Unified Financial Performance Platform

New reporting regulations are challenging the Office of Finance with increased granularity in reporting that requires data analytics on large volumes of data. Discover how CCH Tagetik brings user modeling to collect, transform and model this data to provide the transparency you need. Custom data modeling with collaboration and audit trail provides you the flexibility to model your process while maintaining the control expected by the Office of Finance.

Speakers:
Ilaria Bertolucci Director, Product Management CCH Tagetik
Marco Vigolo Director, Product Management - Budgeting, Planning and Forecasting CCH Tagetik
16:45
Real Collegio - P.zza del Collegio 13
Breakout Sessions

Click on the tabs above to explore the Breakout Sessions.

17:40
Real Collegio - Room: Customers Stories
A journey to new targeting CPM excellence in the Fashion Industry

How a leading Italian Fashion Group can target excellence in its performance analysis capabilities introducing a new flexible EPM framework, leveraging Tagetik technology with Accenture support.

Speakers:
Giuliano Giannessi Finance, Planning & Control Director Dolce&Gabbana
Caroline Tort Special Projects Finance Manager Dolce&Gabbana
17:40
Real Collegio - Room: Financial Services
Insurance Round Table

Attendees of the Insurance round-table are invited to enjoy this open debate and Q&A. The round-table is an important part of the Tagetik Insurance Community, a unique opportunity to share ideas and experiences to improve our journey together. You can meet your peers and the industry leaders and you will have the availability of Tagetik`s experts to answer your questions related to the latest news about the Solvency II regulatory challenge and Tagetik`s solutions to comply. The round table is also a chance to have an insight into how Tagetik can help insurers meet the new upcoming requirements and reporting need of IFRS 17, IFRS 9, ORSA (Pillar 2), as well as to perform meaningful business planning and forecasting.

Speakers:
Grazia Cafagna Director - Financial Services Solutions Management CCH Tagetik
Sara Rosati Director Solutions Management CCH Tagetik
17:40
Real Collegio - Room: Partners 1
Digital transformation: reimagining strategies and business models

Digital transformation is about reimagining how you bring together people, data, and processes to create value for your customers and maintain a competitive advantage in a digital-first world. Find out how Microsoft is providing innovation solutions.

Speakers:
Chris Dial Senior Director, Cloud ISVs Microsoft
17:40
Real Collegio - Room: Partners 2
Managing controls across the 3 lines of defence with TeamMate

See how the TeamMate ecosystem seamlessly facilitates collaboration on control activities across the 3 lines of defence as well as providing a central portal for issue and action follow up.

Speakers:
Robert Pemble Director of European Market Development TeamMate
17:40
Real Collegio - Room: Progressive CFO
Regulatory reporting, operational burdens or an opportunity to improve the data management?

The wind of regulatory reporting blows harder than ever in Asset and Wealth Management.
PRIIP, Risk, Solvency II, COVIP, AIFMD, … are drawing more resources than ever before on multiple counts, be it IT resources, investment in key system platforms or deployment of experts like lawyers, risk managers, actuaries, business analysts… How do you keep the focus on value added activities for clients, free up resources and contain the costs? How can you benefit from these constraints to improve your data management processes?

Speakers:
François-Victor Adam Tax Partner PwC Luxemburg
Christophe Mellinger Tax Director PwC Luxemburg
17:40
Real collegio - Room: CCH Tagetik Demo
CCH Tagetik Month End-Close, Consolidation and Reporting

Get a refresher on the basics and maybe even learn a thing or two about advanced month-end close and consolidation best practices! This high-level overview will be punctuated with typical output reports of the close process in both Excel and Word.

Speakers:
Rob Konferowicz Principal, Product Experience CCH Tagetik - North America
17:40
Real collegio - Room: CCH Tagetik Tips & Tricks
How to speed up Month End Close & Consolidation

Discover how to speed up your Legal Entity Month End Close with CCH Tagetik and how to generate quick and effective Flash Reporting, reconcile your GL Account and how to take advantage of the new Consolidator Cockpit capabilities.

Speakers:
Gabriele Benini Senior Product Specialist CCH Tagetik
17:40
Real collegio - Room: CCH Tagetik Latest & Greatest
Discover Cash Flow Planning in CCH Tagetik

Cash is king both in the medium-long and short term planning. Find out the importance of having an accurate Balance Sheet and Cash Flow Planning using CCH Tagetik.

Speakers:
Sonia Barbarossa Director, Product Management CCH Tagetik
18:30
End of the Sessions

19:30
Villa Bottini - Via Elisa, 9
Dinner

08:30
Real Collegio - P.zza del Collegio 13
Registration & Welcome Coffee

09:00
Real Collegio - Room: Customers Stories
Tagetik@LEDVANCE – Light up CPM!

In this session you will learn about the introduction of a new corporate performance management software after the carve-out of LEDVANCE from OSRAM. Tagetik was implemented as combined stand-alone system for Legal Accounting and Management Reporting offering an integrated solution which requires reduced IT-support and enables the maintenance directly by the business. LEDVANCE benefits from Tagetik’s capabilities to be the platform for CPM processes and single source for finance.

Speakers:
Hans-Ulrich Hujer Head of Reporting Systems and Data Management LEDVANCE
09:00
Real Collegio - Room: Financial Services
CCH Tagetik for IFRS17

This session will show how CCH Tagetik can support Insurances to face the new IFRS 17 requirements.
The focus will be on the no disruptive approach and on the architectural overview.
We will highlight the main functionalities of the Tagetik starter kit in terms of supporting to different approaches and calculations (PAA, BBA, VFA), complete control and auditability, usability and graphical workflow, disclosure and reporting.

Speakers:
Roberto Fasano Director, Financial Services Solutions CCH Tagetik
09:00
Real Collegio - Room: Partners 1
How to accelerate your project on Tagetik with Reportwise Consulting? Business Case: The starter-kit

The success, velocity, and efficiency of Tagetik implementation project rely on 3 main factors:
- A single application to meet a range of needs
- The choice of the infrastructure
- A specific project methodology
Business Case: The implementation of the Starter kit Consolidation.

Speakers:
Eric Aholou Senior Consultant ReportWise Consulting
Camille Maitrot Senior Manager ReportWise Consulting
09:00
Real Collegio - Room: Partners 2
Tax & CCH Tagetik: A Perfect Fit

PwC brings Tax to CCH Tagetik! In this session, PwC will highlight their experience with Tagetik as a platform for tax. They will share insights in the developments around the Tax Function and how Tagetik can bring the Tax Function to the next level.

Speakers:
Matteo Molteni Senior Manager PwC
Davide Rotondo Partner PwC
Jasper Van Schijndel Director PwC
Hans van der Leeden Manager PwC
09:00
Real Collegio - Room: Progressive CFO
-- No Session --

09:00
Real Collegio - Room: CCH Tagetik Demo
CCH Tagetik Planning in Insurance

Explore how CCH Tagetik empowers you to develop annual budgets and rolling forecasts reflecting the insurance industry’s unique planning needs.
On a single platform you can project data based on drivers and perform what-if analysis leveraging the benefits of a proven best practice template.

Speakers:
Alessandro Rossi Consultant CCH Tagetik
09:00
Real collegio - Room: CCH Tagetik Tips & Tricks
How to bring your Collaborative Office to the next level

CCH Tagetik Collaborative Office can streamline and improve your disclosure process. Attend this session to learn best practices and get an overview of the new features, so you can easily add narrative to your reporting.

Speakers:
Luca Berni Senior Solution Specialist CCH Tagetik
09:00
Real collegio - Room: CCH Tagetik Latest & Greatest
CCH Tagetik 5. What's new - part 1 (REPETITION)

Discover the new exiciting features of CCH Tagetik 5, such as:
- New interactive workflow
- Data model new front end
- Web forms enhancement
- Quick data loader
- Forecast Model

Speakers:
Yorgos Koussoroplis User Experience Designer CCH Tagetik
09:00
Real Collegio - P.zza del Collegio 13
Breakout Sessions

Click on the tabs above to explore the Breakout Sessions.

09:55
-- No Session --

09:55
Real Collegio - Room: Financial Services
CCH Tagetik Budgeting, Planning & Forecasting in Financial Institutions

This session focuses on showing how Tagetik5 can help financial institutions to address their needs around the Budgeting, Planning and Forecasting.
Balance sheet, Non Interest Revenues and Expenses and Driver Based Expenses Planning are the key factors for successful implementations. The session will demonstrate the different built-in functionalities with a focus on the Balance Sheet Planning and Profitability which is becoming extremely relevant in Financial Organizations.

Speakers:
Paolo Angeli VP Professional Services CCH Tagetik - North America
09:55
Real Collegio - Room: Partners 1
Qlik: See the whole story that lives within your data

Making the most of your data is a top priority but in a dynamic and ever changing landscape, it’s easier said than done. This keynote will examine the key trends that are driving analytics strategies in 2017. It will showcase Qlik’s latest product innovations and demonstrate how organizations can see the whole story that lives within their data.

Speakers:
Alberto Asensio Senior OEM Presales Solution Architect Qlik
09:55
Real Collegio - Room: Partners 2
Amazon Web Services - Powering Change through Cloud Computing

There seem to be many CEOs with bold digital transformation visions, but whose IT teams may not yet be ready to support and execute. Unless the right decisions are made at a foundational platform level, the business benefits of change have less chance of being realized. Amazon Web Services (AWS) supports multiple organizations on their digital transformation journeys and will share insights on decision, risk and policy change management in IT and how successful cloud adoption drives wider enterprise level transformation and accelerates innovation.

Speakers:
John Enoch Business Development Manager, Cloud Economics Amazon Web Services
09:55
Real Collegio - Room: Progressive CFO
Drive Growth in the Digital Age with Customer-Centric Finance

Technology is changing how we engage our customers, generate revenue, manage our people, and manage business performance. In addition to its vital stewardship role, finance now has an unprecedented opportunity to use technology to drive growth by focusing on customers and the revenue stream. Guest Speaker Paul Hamerman, Forrester VP and Principal Analyst, will introduce the concept of customer-centric finance and discuss how finance can be a leader in helping companies grow and innovate in the digital age.

Speakers:
Paul D. Hamerman Vice President, Principal Analyst Serving Application Development & Delivery Professionals Forrester Research, Inc.
09:55
Real Collegio - Room: CCH Tagetik Demo
CCH Tagetik Integrated Financial Planning

The Integrated financial planning model extends the Sales and Operational Planning process flow bringing together operational and financial planning approaches in a single seamless flow, providing embedded functionality such as Allocations, MRP explosion, Currency conversions, Consolidation, etc. It provides financial KPIs such as Cost of Good Sold, Profitability Analysis, IC matching, Cash in and Cash out, etc. Join the session to discover how Integrated Financial Planning supports Sales Planning, Warehouse and/or Production Plant demand allocation, Inventory analysis and What-if Analysis with powerful scenario planning and decision support tools.

Speakers:
Michele Barsanti Director International Team Akeron
09:55
Real collegio - Room: CCH Tagetik Tips & Tricks
Report Optimization & Advanced Features (REPETITION)

Take your seat for a deep dive into the most advanced features of CCH Tagetik reporting. Get ready to boost your financial reports to the next level!

Speakers:
Gianluigi Petroni Product Specialist CCH Tagetik
09:55
Real collegio - Room: CCH Tagetik Latest & Greatest
CCH Tagetik 5. What's new - part 2 (REPETITION)

Discover the new exiciting features of CCH Tagetik 5, such as:
- Consolidator Cockpit & Diagnostic
- Report Bursting
- Tagetik Magazine

Speakers:
Yorgos Koussoroplis User Experience Designer CCH Tagetik
Fabio Vigolo Product Development Director for Reporting, Analytics and Collaborative Office CCH Tagetik
10:40
Coffee Break

11:15
Real Collegio - Room: Customers Stories
Tagetik 5 - Integrated solution for consolidation, planning and risk management processes at Astaldi Group

Presentation would show how Astaldi is managing its processes of statutory consolidation, budgeting and forecasting, risk management with Tagetik 5 solutions in order to reduce its TCO, decreasing time needed to performe closing having absolute scalability of data and safety of them.

Speakers:
Andrea Corsini Business Planning Manager Astaldi
Barbara Romano Risk Manager Astaldi
11:15
Real Collegio - Room: Financial Services
The spaghetti incident: a journey towards an all-comprehensive integration of decision systems. Why Credem chose Tagetik as a travelmate for Corporate Budgeting and Planning

Decision support systems are supposed to bring order to your enterprise data asset, and enhance governance. Over the years, tough, they have bloomed with few (or no) overall control.
Through the experience of the Enterprise Budgeting and Planning system project, learn how Credem is “controlling the controllers”, and how Tagetik helped keeping them under an holistic design while letting them grow.

Speakers:
Davide Artioli Head of Business Intelligence and Decision Support Systems, IT department Credem Banca
11:15
Real Collegio - Room: Partners 1
QubicaAMF, con Dedagroup il bilancio consolidato ha fatto strike

The session will be held entirely in Italian.
QubicaAMF è una multinazionale che produce e vende piste da Bowling e birilli in tutto il mondo. Insieme a Dedagroup, partner IT dell’azienda, ha lavorato all’esigenza di ottenere un Bilancio Consolidato che tenesse conto di una nuova riorganizzazione del gruppo in atto, la mancanza di alcuni dati storici, le tempistiche e le varie esigenze di revisori e consulenti e esterni. Il successo finale è stato dato dalla scelta del software Taketig e l’azione proattiva di ogni attore chiamato in causa.

Speakers:
Enrico Bellinzona Operations Manager - Business Technology & Data DedaGroup
Fabrizio Troiani Product Specialist - Business Technology & Data Dedagroup
11:15
Real Collegio - Room: Partners 2
Embracing Excel in an Enterprise BI Strategy

Users love Excel’s flexibility and accessibility, but IT generally see it as a problem. IT attempts to remove Excel from reporting processes have often proved futile, and many organisations are now searching for ways to responsibly embrace and govern it.

Speakers:
Gary Crawford COO XLCubed
11:15
Real Collegio - Room: Progressive CFO
C-level Executives: information when they need and how they need it

Executives around the world share some common personality traits: they are always on and always looking for easy to consume yet relevant information. This session will unveil some powerful insights on how C-level executives can leverage the CCH Tagetik application for their Dashboarding and data visualization needs. Directly on their mobile device or from their office desk, senior managers can access the information they need at the time they need it through highly visual indicators and chart representations to help them better assess the company's well being or evaluate shifts on strategy.

Speakers:
Alessio Lolli VP Pre-Sales for NA CCH Tagetik - North America
11:15
Real Collegio - Room: CCH Tagetik Demo
CCH Tagetik for IFRS 15 & 16

Discover how the CCH Tagetik Revenue Accounting Solution and CCH Tagetik Lease Accounting Solution can solve the challenges of the new IFRS 15/ASC 606 and IFRS 16/ASC 842 standards. Learn how our solution approach can you get you compliant quickly and see a demonstration of our solutions.

Speakers:
Marco Giusti Director, Solutions Management CCH Tagetik
Andrea Serani Senior Project Leader CCH Tagetik
11:15
Real collegio - Room: CCH Tagetik Tips & Tricks
Choose your own calculation tool (REPETITION)

Discover how to choose the best CCH Tagetik calculation method to address your requirements. Among the variety of options provided by CCH Tagetik let's explore when it's recommended leveraging FSTs, Allocations, MDXs, Excel formulas, ETLs and Monthly Splitting.

Speakers:
Saverio Niccolini Consultant CCH Tagetik
11:15
Real collegio - Room: CCH Tagetik Latest & Greatest
Discover the Unified Financial Performance Platform (REPETITION)

New reporting regulations are challenging the Office of Finance with increased granularity in reporting that requires data analytics on large volumes of data. Discover how CCH Tagetik brings user modeling to collect, transform and model this data to provide the transparency you need. Custom data modeling with collaboration and audit trail provides you the flexibility to model your process while maintaining the control expected by the Office of Finance.

Speakers:
Ilaria Bertolucci Director, Product Management CCH Tagetik
Marco Vigolo Director, Product Management - Budgeting, Planning and Forecasting CCH Tagetik
11:15
Real Collegio - P.zza del Collegio 13
Breakout Sessions

Click on the tabs above to explore the Breakout Sessions.

12:05
Real Collegio - Room: Customers Stories
The application of CCH Tagetik for China Life Insurance CROSS

China Life Insurance needs a system to meet the China CROSS regulation. With CCH Tagetik, China Life can automate the data collection, minimal capital requirement calculation, the reporting, and finally the disclosure. First, CCH Tagetik enables China Life to collect asset data from all the branches around China, and then validate the data automatically. Second, CCH Tagetik aggregates and validates the data at the headquarter level, and calculations are system driven by configurations based on business drivers and rules. At last, CCH Tagetik generates regular reports in Excel and Word formats automatically.

Speakers:
Dong Chengzhi Assistant General Manager of Accounting Department China Life Insurance Co., Ltd.
Wu Hongliang FSA, CERA, FRM China Life Insurance Co., Ltd.
12:05
Real Collegio - Room: Financial Services
CCH Tagetik for IFRS9

This session will show how CCH Tagetik can support Financial Institutions to face the new IFRS 9 requirements, with particular focus on Impairment topics.
CCH Tagetik will cover the whole process: starting from analytical data gathering, specific features have been implemented concerning the SPPI test and the Expected Credit Loss (12 months, lifetime) calculation, with a customizable module dedicated to the stage allocation and stage transfer, up to the reporting needs, both in terms of financial statements and detailed analysis purposes.

Speakers:
Roberto Fasano Director, Financial Services Solutions CCH Tagetik
12:05
Real Collegio - Room: Partners 1
-- No Session --

12:05
Real Collegio - Room: Partners 2
-- No Session --

12:05
Real Collegio - Room: Progressive CFO
Getting ready for IFRS 16: Interview with a thought leader

Interviewer: Jérôme Vial
Learn how global organisations are preparing for IFRS 16: Jay will discuss the most complex challenges perceived and also the advantages companies can benefit to be compliant with IFRS 16.

Speakers:
Jay Tahtah Partner - Capital Markets and Accounting Advisory Services (CMAAS) PwC
Jérôme Vial Country Manager CCH Tagetik - Switzerland
12:05
Real Collegio - Room: CCH Tagetik Demo
CCH Tagetik for Data Integration and Business Data Engine

The new trend of Strategic Performance Management is to use architectures and systems to help and guide the users transforming data and information, into knowledge. Discover how CCH Tagetik can help you saving time, resources and efforts thanks to an efficient management of data flow, in terms of speed and transparency.

Speakers:
Nicola Rognini Director, Solution Management CCH Tagetik
12:05
Real collegio - Room: CCH Tagetik Tips & Tricks
Boost your Modeling & Scenario planning (REPETITION)

Discover how CCH Tagetik helps you managing complex planning processes thanks to its flexibility and capability to easily and quickly change models and assumptions.

Speakers:
Maurizio Santoni Consultant CCH Tagetik
12:05
Real collegio - Room: CCH Tagetik Latest & Greatest
Discover Cash Flow Planning in CCH Tagetik (REPETITION)

Cash is king both in the medium-long and short term planning. Find out the importance of having an accurate Balance Sheet and Cash Flow Planning using CCH Tagetik.

Speakers:
Sonia Barbarossa Director, Product Management CCH Tagetik
13:00
Real Collegio - Room: Auditorium
Closing Session & 2017 CCH Tagetik Excellence Awards

13:00
Real Collegio - P.zza del Collegio 13
General Session

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13:00
Real Collegio - P.zza del Collegio 13
General Session

Click on the tab above to explore the General Session.

13:00
Real Collegio - P.zza del Collegio 13
General Session

Click on the tab above to explore the General Session.

13:00
Real Collegio - P.zza del Collegio 13
General Session

Click on the tab above to explore the General Session.

13:00
Real Collegio - P.zza del Collegio 13
General Session

Click on the tab above to explore the General Session.

13:00
Real Collegio - P.zza del Collegio 13
General Session

Click on the tab above to explore the General Session.

13:00
Real Collegio - P.zza del Collegio 13
General Session

Click on the tab above to explore the General Session.

13:00
Real Collegio - P.zza del Collegio 13
General Session

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13:30
Real Collegio - P.zza del Collegio 13
Lunch

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Partner Summit

May 22, 2017


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.


TRAINING

may 25-26, 2017


After the CCH Tagetik in touch 2017, training session will be delivered in interactive hands-on workshops. The training attendance is optional (an additional fee is required). Discover CCH Tagetik 5 new HTML 5 features, practice on it and don't lose the chance to join our special training sessions.



Thursday 25 May
09:30 AM - 05:00 PM


Location: Villa Doria Lab
Address: Via per Sant’Alessio trav.
VI n. 100, 55100 Lucca
Cost per person: € 500,00
Pre-requisites: basic sql language and basic concepts of relational DB



CCH TAGETIK APM BASIC TRAINING.


Discover the basic concepts of CCH Tagetik APM  with an intense one day workshop.






Friday 26 May
09:30 AM - 05:00 PM


Location: Villa Doria Lab
Address: Via per Sant’Alessio trav.
VI n. 100, 55100 Lucca
Cost per person: € 500,00
Pre-requisites: knowledge of CCH Tagetik data model and basic reporting concepts


CCh Tagetik 5.
What's new.


Learn and practice the latest development on CCH Tagetik HTML 5 interface: new data model setup and management, CCH Tagetik Magazine, Quickdata loader are just some of the feature you will be practicing on.



GUEST TOURS

MAY 23-24, 2017


CCH Tagetik is proud to share an alternative program for guests that will be in Lucca during the CCH Tagetik in Touch 2017. We have organised Tuscan tours throughout May 23 - 24 to discover the history, art, culture and gastronomy that include visits to local vineyards.


more info

guest tours

Download cch tagetik Events App


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
  • access to the detailed agenda of the event including sessions, abstracts, speakers and sponsors
  • create your custom schedule and set reminders on your calendar 
  • see who is attending and send direct messages
  • view interactive maps

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


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CCH Tagetik App

Venues

Teatro del Giglio

Tagetik Conference
May 23, 8:30 am - 12:30 pm

P.zza del Giglio, 13/15

Real Collegio

Partner Summit
May 22 from 9:00 am
Tagetik Conference
May 23
 from 14:30 pm
May 24 from 8:30 am

P.zza del Collegio, 13

Botanical Garden

Cocktail Dinner
May 22 from 7:30 pm

Via del Giardino Botanico, 14

Villa Bottini

Dinner 
May 23 from 7:30 pm

Via Elisa, 9

Sponsors

While attending CCH Tagetik in Touch 2017 in Lucca, you will have the opportunity to meet and spend time with some consulting companies. You will learn more about the products and services provided by our partners, helping you to maximize the value of your CCH Tagetik project and solution. 

Below the list of the companies sponsoring the event together with the exhibitor partners.

SHARE THIS EVENT

And Tweet the Conference #CCHtagetikintouch

REGISTRATION


CCH Tagetik in Touch 2017 participation is subject to a fee of €500,00 (VAT included) per person.
The conference entrance ticket should be purchased online; bank transfer / credit card payment is required.

The ticket gives you:

  • Access to all sessions, across all tracks, including the TagED activities
  • A one-on-one meeting with a CCH Tagetik technical consultant (30’ slot, first come first served)
  • Access to all social events
  • Access to the Partner Summit (for partners and distributors only)

Special fees:

  • Speaker Admittance: Take the stage at CCH Tagetik in Touch 2017 and the entrance fee is waived.

May 19th, 12pm CEST will be the last possible date for you to register to the CCH Tagetik In Touch. Should you wish to register after this deadline or should you have any question on your registration please send an email to


If you need help, please contact