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 to optimize your investment with CCH Tagetik
  • Hear about and test drive latest product updates
  • Collaborate and network with your peers and industry leaders for shared knowledge transfer
  • Further your continuing education and earn up to 10 CPE credits 
  • Gain actionable insights from CPM and finance experts
  • Meet with CCH Tagetik executives, product experts, consultants and partners

Why Attend

Check out the highlights from Tagetik in Touch 2016

200
Customers, partners & product experts
30
Presentations
98%
Last year’s event overall satisfaction
1
Unforgettable experience

CONFERENCE AGENDA

June 11-13, 2017


Over the course of three days, three tracks and 33 unique sessions, 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).
A detailed agenda is coming soon! Check back periodically for updates.

Leslie Cant

Director, Product MarketingCCH Tagetik


Nancy Di Cosola

Digital Video Editor & Community ManagerCCH Tagetik


Ian Rhind

President & CEO, Corporate Performance SolutionsWolters Kluwer


Eduardo D'Alma

Chief Operating OfficerQ-PERIOR


Marco Pierallini

EVP, ProductCCH Tagetik


Manuel Vellutini

EVP, CommercialCCH Tagetik


Larry Brislawn

AEGON USA


Giacomo Vellutini

CCH Tagetik


Stephen Kellicker

Director, FP&ALower Colorado River Authority


Dan Mark

Quantitative AnalystLower Colorado River Authority


Jeff Perkins

Senior Account ExecutiveCCH Tagetik


Val Bratu

Solutions ConsultantCCH Tagetik


Alessio Lolli

VP, Product ExperienceCCH Tagetik


Maria Longo

Project ManagerCCH Tagetik


Dominic Sharp

Solutions SpecialistCCH Tagetik


Paolo Angeli

VP, Professional ServicesCCH Tagetik


Alberto Degli Esposti

Director, Advisory, Global EPM Center of ExcellenceKPMG AG


Andrea Martinelli

Solutions ConsultantCCH Tagetik


William Harrer

VP, FinanceBrookline Bank


Lisa Lorenzon

Project LeadCCH Tagetik


Charlie Liu

Solutions SpecialistCCH Tagetik


Dave Kasabian

VP, MarketingCCH Tagetik


Tim Raines


Andrew Purdy

Director, Consulting ServicesCCH Tagetik


Rob Konferowicz

Principal, Product ExperienceCCH Tagetik


Sadek Fahmy

Solutions SpecialistCCH Tagetik


Giovanni Allegrini

Project LeadCCH Tagetik


Pavel Klebanonv

Solutions SpecialistCCH Tagetik


02:00 PM
Lower Lobby
Registration

06:00 PM
701 Côte de la Place d'Armes, Montréal, QC H2Y 2X6
Welcome Cocktail Reception At Suite 701, Presented by Sense Corp

07:00 AM
Lower Lobby
Registration

07:30 AM
Maisonneuve (36th Floor)
Breakfast

09:15 AM
Salle De Bal (Lower Lobby)
Welcome, Company Update & Product Roadmap

Speakers:
Marco Pierallini EVP, Product CCH Tagetik
Ian Rhind President & CEO, Corporate Performance Solutions Wolters Kluwer
Manuel Vellutini EVP, Commercial CCH Tagetik
09:15 AM
General Session

Click on the tab above to explore the General Session.

09:15 AM
General Session

Click on the tab above to explore the General Session.

09:15 AM
General Session

Click on the tab above to explore the General Session.

10:45 AM
Lower Lobby
Coffee Break

11:00 AM
Salle De Bal (Lower Lobby)
Intro to Budgeting & Planning

Join this introduction session to see how CCH Tagetik Budgeting and Planning can help you gain full control of your budgeting, planning and forecasting processes on three separate levels: strategic, financial, and operational. Our single solution improves accountability, increases transparency, and gains efficiencies with full integration of your planning processes.

Speakers:
Sadek Fahmy Solutions Specialist CCH Tagetik
11:00 AM
Viger A (Lower Lobby)
Next Level Planning: From Budgeting to Forecasting

CCH Tagetik’s forecasting functionality allows users to easily assess different business scenarios. Instantly reveal the impact on financial performance and generate rolling forecasts with the click of a button. In this session, we’ll look at how CCH Tagetik helps plan and forecast when requirements become increasingly complex.

Speakers:
Giovanni Allegrini Project Lead CCH Tagetik
Pavel Klebanonv Solutions Specialist CCH Tagetik
11:00 AM
Viger B (Lower Lobby)
ERP vs. CPM Consolidation: Understanding the Similarities and Differences

My ERP provides consolidation functionality, so why do I need a CPM solution as well? Let CCH Tagetik’s consolidation experts help you understand the benefits achieved by a CPM based consolidation solution.

Speakers:
Andrew Purdy Director, Consulting Services CCH Tagetik
11:00 AM
Viger C (Lower Lobby)
Multi-Dimensional Modeling

Learn how to build-up plans using high-volumes of data with highly granular detail by leveraging CCH Tagetik’s modelling engine. Let our product experts show you how to supercharge your modeling; this is not your typical approach to budgeting and forecasting!

Speakers:
Rob Konferowicz Principal, Product Experience CCH Tagetik
11:00 AM
Breakout Sessions

Click on the tabs above to explore the Breakout Sessions.

12:00 PM
Masionneuve (36th Floor)
Lunch

01:30 PM
Salle De Bal (Lower Lobby)
Intro to Consolidation

Join this introduction session to get an overview of the powerful capabilities of CCH Tagetik Consolidation. CCH Tagetik’s Financial Performance Platform has many built-in tools to increase efficiency, improve accuracy and control of your close process. As well, our process management makes it easy to administer the solution.

Speakers:
Dominic Sharp Solutions Specialist CCH Tagetik
01:30 PM
Viger A (Lower Lobby)
Wave of the Future: The Importance of Rolling Forecasts

In a time of change and volatility, just how painful is your forecasting process? Join us to see how CCH Tagetik's solution helps your organization generate rolling forecasts with the click of a button. During this session, you will learn best practices employed by your peers, and see how you can easily assess different business scenarios, instantly realizing the impact on financial performance.

Speakers:
Paolo Angeli VP, Professional Services CCH Tagetik
01:30 PM
Viger B (Lower Lobby)
How To Improve Your Close Process

How long is your close process? Join this session to learn how the implementing the CCH Tagetik Consolidation solution can help you speed up your closing cycle, identify its bottlenecks and increase data accuracy. We’ll explore flash close reporting, account reconciliation, management allocations and more!

Speakers:
Alessio Lolli VP, Product Experience CCH Tagetik
Maria Longo Project Manager CCH Tagetik
01:30 PM
Viger C (Lower Lobby)
Customer Success Story: Lower Colorado River Authority

Historically LCRA used an internally developed database to prepare annual budgets, and a separate financial system for forecasts. The process was challenged with relying on several distinct models from various systems to develop and forecast financials. Hear how LCRA utilized CCH Tagetik’s Planning solution to integrate processes, synchronize analyses and aid management in decision making. LCRA is now able to stay price competitive, annual revenue has grown above $1 billion and has achieved many long-term strategic goals!

Speakers:
Val Bratu Solutions Consultant CCH Tagetik
Stephen Kellicker Director, FP&A Lower Colorado River Authority
Dan Mark Quantitative Analyst Lower Colorado River Authority
Jeff Perkins Senior Account Executive CCH Tagetik
01:30 PM
Breakout Sessions

Click on the tabs above to explore the Breakout Sessions.

02:30 PM
Viger A (Lower Lobby)
Customer Success Story: AEGON USA

Looking to modernize and simplify the financial close and annual planning processes, Aegon Asset Management – US sought a solution to bring multiple data sources together in one solution while offering improved data availability, reporting and accuracy in a robust controls environment. This session will evaluate the benefits Aegon Asset Management realized with CCH Tagetik CPM, including the implementation of annual planning, cost allocations, complex ETL’s, and customized roles to ensure compliance with SOX requirements.

Speakers:
Larry Brislawn AEGON USA
Giacomo Vellutini CCH Tagetik
02:30 PM
Viger B (Lower Lobby)
Complex Currency Conversion

In this presentation, users will be able to see how CCH Tagetik can handle complex currency conversion requirements as well as multiple currency conversion requirements with built in functionality and capabilities.

Speakers:
Lisa Lorenzon Project Lead CCH Tagetik
02:30 PM
Viger C (Lower Lobby)
State of the Union: CPM, Office of Finance and the Changing Landscape

Thought Leaders from leading industry partners will discuss the changing finance landscape and the future of the corporate performance management industry. Hear about the latest trends, the impact on the office of finance and how you can stay ahead of the curve!

Speakers:
Dave Kasabian VP, Marketing CCH Tagetik
03:20 PM
Lower Lobby
Coffee Break

03:40 PM
Viger A (Lower Lobby)
Driver-Based Planning

Tired of the same old stagnant approach to planning?! Learn how to advance your budgeting & forecasting to the next level by leveraging operational metrics and drivers to build plans in this deep-dive session.

Speakers:
Rob Konferowicz Principal, Product Experience CCH Tagetik
03:40 PM
Viger B (Lower Lobby)
Journal Entries: Adjusting the Books

Discover the best practices of journal entry management using the CCH Tagetik solution. See how you can Ieverage system functionality for intercompany elimination rules, performing allocations and assigning the ownership structure. Learn some of the tricks of the trade to setup calculated, recurring and carrying forward journal entries.

Speakers:
Maria Longo Project Manager CCH Tagetik
Dominic Sharp Solutions Specialist CCH Tagetik
03:40 PM
Viger C (Lower Lobby)
KPMG Integrated Planning: A Driver-Based Forecasting Solution

This is your disrupted world—and ours. Ever 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:
Alberto Degli Esposti Director, Advisory, Global EPM Center of Excellence KPMG AG
03:40 PM
Breakout Sessions

Click on the tabs above to explore the Breakout Sessions.

04:30 PM
Lower Lobby
Networking Break

05:30 PM
Salle De Bal (Lower Lobby)
Keynote Address

Speakers:
Tim Raines
05:30 PM
General Session

Click on the tab above to explore the General Session.

05:30 PM
General Session

Click on the tab above to explore the General Session.

05:30 PM
General Session

Click on the tab above to explore the General Session.

07:00 PM
1077 Drummond St, Montreal, QC H3B 4X4, Canada
Customer & Partner Appreciation Dinner at Decca 77

09:30 PM
1050 Rue de la Gauchetière O, Montréal, QC H3B 4C9
Afterparty at Le Caf Conc

07:30 AM
Salle De Bal (Lower Lobby)
Breakfast

08:10 AM
Viger A (Lower Lobby)
Manufacturing Sales Planning at the SKU Level

With the flexibility of CCH Tagetik, you can plan at the level of detail you want! See how to plan your top level Sales Plan, your detailed Bill of Materials and Cost of Sales at the SKU Level. CCH Tagetik provides the end-to-end solution for your sales and manufacturing plans!

Speakers:
Dominic Sharp Solutions Specialist CCH Tagetik
08:10 AM
Viger B (Lower Lobby)
People & Project Planning

Learn how CCH Tagetik supports people and project level planning all in one friendly environment.From narrative attributes such as project scope, estimated benefits, priority assignment and revenue realization through to cost capitalization, profitability and FTE staffing, CCH Tagetik can handle it all!

Speakers:
Giovanni Allegrini Project Lead CCH Tagetik
Sadek Fahmy Solutions Specialist CCH Tagetik
08:10 AM
Viger C (Lower Lobby)
Financial Services: Asset Planning

Learn best practices for addressing Planning in Financial Institutions. Balance sheet, Non Interest Accounts and Driver Based Expense Planning are key factors in successful implementations! Attend this workshop to see a demonstration of the different built-in functionalities and take a hands-on look at the Balancing procedure, an extremely relevant process for Financial Organizations.

Speakers:
William Harrer VP, Finance Brookline Bank
Andrea Martinelli Solutions Consultant CCH Tagetik
08:10 AM
Breakout Sessions

Click on the tabs above to explore the Breakout Sessions.

09:00 AM
Viger A (Lower Lobby)
Pieces of the Puzzle: Mix & Match Scenario Planning and Simulation

What-if simulation to its fullest! Scenario modeling has always been a top priority for any FP&A organization. With this session you'll learn how the CCH Tagetik solution can help you analyze the impact of alternative strategies on the bottom line by mixing and matching different initiatives and potential scenarios.

Speakers:
Alessio Lolli VP, Product Experience CCH Tagetik
09:00 AM
Viger B (Lower Lobby)
Workshop: Consolidation & Reporting

Discover how CCH Tagetik Consolidation and reporting capabilities combine to provide your organization with insight into your corporate close results and activities. We will explore how to rapidly build and deploy these reports with the complexities of your various GAAP and IFRS requirements.

Speakers:
Charlie Liu Solutions Specialist CCH Tagetik
Dominic Sharp Solutions Specialist CCH Tagetik
09:00 AM
Viger C (Lower Lobby)
Integrated and Innovative Risk and Finance Architectures

All major companies are searching for solutions that harmonize, automate, and cost effectively align data sources, operational processing and reporting capabilities.

This session will identify innovative solutions for building an integrated Finance and Risk Architecture, explore in detail the evolving applications of CCH Tagetik. Hear, how these solutions support existing challenges like regulatory reporting, and evolving requirements for managing based on economic value based principles.

Speakers:
Eduardo D'Alma Chief Operating Officer Q-PERIOR
10:00 AM
Viger A (Lower Lobby)
Workshop: Planning & Reporting

CCH Tagetik has comprehensive planning and reporting from basic data browsing through to advanced Excel reports. Attend this workshop to learn how to create basic data browsing and data entry reports, advanced reports and the CAPEX planning process from data loading through to model setup.

Speakers:
Sadek Fahmy Solutions Specialist CCH Tagetik
Pavel Klebanonv Solutions Specialist CCH Tagetik
10:00 AM
Viger B (Lower Lobby)
Best Practices in Consolidation

CCH Tagetik’s knowledgeable professional services team has extensive experience implementing our software solutions. Attend this session to learn design and implementation best practices for your CCH Tagetik Consolidation solution.

Speakers:
Andrew Purdy Director, Consulting Services CCH Tagetik
10:00 AM
Viger C (Lower Lobby)
Cash Flow Planning

Ready to extend planning beyond the P&L? Take advantage of built-in features & logic to complete a 360* holistic view of your projected financial statements. This session will cover the details of CCH Tagetik’s Cash Flow engine and teach end-users how they can model cash flows in their own sandbox.

Speakers:
Rob Konferowicz Principal, Product Experience CCH Tagetik
11:00 AM
Salle De Bal (Lower Lobby)
Tips & Tricks on Reporting

Uncover some of the powerful, but often unused, CCH Tagetik reporting features. Learn the tips and tricks on reporting that will make your end users lives’ easier!

Speakers:
Pavel Klebanonv Solutions Specialist CCH Tagetik
11:00 AM
Viger A (Lower Lobby)
Best Practices in Planning

CCH Tagetik’s knowledgeable professional services team has extensive experience implementing our software solutions. Attend this session to learn design and implementation best practices for your CCH Tagetik Planning solution.

Speakers:
Giovanni Allegrini Project Lead CCH Tagetik
11:00 AM
Viger B (Lower Lobby)
Reporting from A to Z

In this session you will discover the comprehensive Reporting capabilities of CCH Tagetik. Following a ‘day-in-the-life’ of an analyst end user and a C level executive, we’ll walk through the basics of top-down and bottom-up budgeting and review some of the more advanced planning possibilities.

Speakers:
Sadek Fahmy Solutions Specialist CCH Tagetik
11:00 AM
Viger C (Lower Lobby)
The CCH Tagetik Experience: Support, Community, Advocacy & More

CCH Tagetik is dedicated to providing you results from the start! That's why we've built a strong user Community, Advocacy site and Virtual user groups to engage with our business in a new and meaningful way. Attend this session to learn about CCH Tagetik’s community content and collaboration website, and Insiders advocacy website.

Speakers:
Leslie Cant Director, Product Marketing CCH Tagetik
Nancy Di Cosola Digital Video Editor & Community Manager CCH Tagetik
12:00 PM
Marriott Chateau Champlain Hotel
Closing Remarks

12:00 PM
General Session

Click on the tab above to explore the General Session.

12:00 PM
General Session

Click on the tab above to explore the General Session.

12:00 PM
General Session

Click on the tab above to explore the General Session.

12:00 PM
General Session

Click on the tab above to explore the General Session.

12:30 PM
Conference Ends (boxed 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: www.learningmarket.org

GUEST SPEAKER

Signature

We are thrilled to announce that the keynote speaker for this year’s conference is one of the newest inductees into the Baseball Hall of Fame, Tim Raines!

A legendary outfielder who played for six teams over the course of his 23-year career, Raines is best known for his time spent with the Montreal Expos. Upon his induction, Raines will be one of the last players in history to be inducted as a Montreal Expo.
Reflecting upon his career, Tim will highlight the importance of patience, perseverance and team work in achieving a common goal.


BIOGRAPHY 

guest speaker

Venue

Marriott Montreal

Tagetik Conference
June 11-12-13, 3:00 pm - 12:30 pm

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SUITE 701

Welcome Cocktail Reception
Sunday, June 11, 2017 - 6:00pm

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Decca77

Client Appreciation Dinner
Monday, June 12, 2017 - 7:00pm

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Le Café Conc

Monday Night Afterparty
Monday, June 12, 2017 - 10:00pm

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Sponsors

While attending CCH Tagetik in Touch 2017 in Montreal, 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.

Platinum

Gold

Silver

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Registration


The registration fee for a full conference pass to CCH Tagetik in Touch 2017 is $399 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