Agenda

CPE Credits
Earn valuable CPE credits for each breakout session. Each session, with the exception of panels, is worth 1 CPE credit.

Solutions Lab – New this Year!
Get hands on experience with Longview 7, Khalix 3.5.7, Longview Tax, Profitability Analytics and more. Plus, take advantage of 1:1 consultations with Dr. Longview experts. Dr. Longview topics vary during each timeslot, so please consult the agenda for details. Dr. Longview sessions are on a first come, first serve basis, however we ask that you indicate which sessions you plan to attend so that we can staff appropriately.

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6 Tracks to Choose From - Learning, CPM, Tax, IT/Technical, Strategic Trends and Practices, Solutions Lab

Day

01
02
03
04
MONDAY MAY 10, 2010
Time
Track
Topic
Speaker
12:00 – 8:00pm
 
Registration Desk Open
 
12:00-5:00pm
Pre Conference Workshop
Advanced Application Framework– Tips and Techniques
Longview

Learn about the new possibilities available in Longview Application Framework. In this session you will build on your existing coding skills and experience in Longview Application Framework in a live Longview application environment, working with an instructor. You will take Application Framework code and optimize it to run more efficiently to improve application performance. You will also learn techniques on how to make your code extensible and easier to maintain.

Pre-requisites: Configuring Application Framework course

7:00 -10:00pm
 
Welcome Reception
Four Seasons Pool Area

Experience the elegant atmosphere and wonderful food at the Four Seasons while you meet your fellow attendees and enjoy some light entertainment.

TUESDAY MAY 11, 2010
Time
Track
Topic
Speaker
7:00-8:00am
 
Breakfast
8:00-8:05am
 
Welcome Message
Longview
8:05-9:00am
 
Longview Strategic Update
Longview

This session will provide an overview of Longview’s strategy and plans for 2010 and beyond.

9:00-10:00am
 
Corporate Finance in 2010 and Beyond: Reinventing the Future
Trustmark Insurance

Hear directly from Paul T. Schuster, VP of Finance & Treasurer for Trustmark Insurance as he discusses how Trustmark embarked on a “Renaissance” project to reinvent its future and change its direction and business focus. The following areas will be discussed:

  • Brief history of Trustmark and what led to the decision to embark on this Renaissance process
  • How ongoing detailed analytics are used to manage Trustmark’s business, as part of the Monthly Business Review (MBR) process
  • The value of an integrated comprehensive solution to drive detailed driver-based budgeting, forecasting, and reporting, including tax-provisioning
  • The journey to a new future – rewards and pitfalls

10:00-10:15am
 
Break
10:15-11:15am
 
Unleash the Power: How to Connect and Convince in 90 Seconds or Less
Nicholas Boothman
11:15-11:30am
 
Break
11:30-12:30pm
 
Breakout Sessions
 
Learning
Longview Tax: An Introduction
Longview

This session is a perfect hands-on introduction to Longview Tax. Longview Tax provides an easy-to-use, web-based solution that allows organizations to collect data for their global income tax reporting process. This session will introduce you to the web tax packages that are used to collect and calculate a consolidated tax provision.

 
CPM
Demo – Khalix 3.5 Update 7 – What’s New?
Longview

This session will highlight what is coming in Khalix 3.5 Update 7. Areas of focus will be on reporting, input usability, workflow & compliance.

 
Tax
Finance and Tax: Bridging the Gap
Longview

Technology has a way of bringing people together in ways that were unimaginable just a few years ago. We all know that there are natural synergies between the accounting, finance, and tax functions, and that these functions should be working from the same set of book data in a coordinated fashion. However, that is often not the case. What can be done to bring these crucial functions closer together? The answer lies in the integration of technology and process. Technology has always been the bridge between complex, independent processes. This session will discuss how to leverage the combined power of tax and corporate performance management (CPM) technology to deliver on the vision of a more integrated finance, accounting, and tax close.

 
IT/Technical
How to Leverage Business Intelligence to Disseminate Information in an Accurate and Timely Manner
Longview

Business Intelligence (BI) tools are widely utilized for detailed historical reporting and various flavors of analytics. Often times, companies need to integrate CPM data with BI for advanced analyses, compliance needs or wide-spread distribution. Integrating BI and CPM warrants consideration of several factors, including security, timeliness, conversion of multi-dimensional data, hierarchies, and application logic. In this session, you will learn about the alternative approaches of integrating Longview with any 3rd party BI or reporting application for an integrated performance management experience.

 
Strategic Trends and Practices
Advanced Performance Management Applications: Planning for 2010 and Beyond
BPM Partners

Budgeting/planning applications and performance management scorecards/dashboards are the typical entry points when a company embarks on the road to improved performance management. However, more advanced performance management adopters have learned that this is just the beginning. This session will discuss a variety of options for expanding your performance management approach including profitability analytics, advanced tax applications, and more expanded reporting initiatives. This is a summary level presentation of topics for consideration a more detailed discussions on each of these topics are also available in dedicated sessions on the agenda.

 
Solutions Lab
Dr. Longview Topics:
1. Khalix for Excel
2. Ask the Architect
Longview

Get hands on experience with Longview 7, Khalix 3.5.7, Longview Tax, Profitability Analytics and more. Plus, take advantage of 1:1 consultations with Dr. Longview experts or discussions with our partners. The Dr. Longview sessions for this timeslot are:

1. Khalix for Excel
2. Ask the Architect

Note - Dr. Longview sessions are on a first come, first serve basis, however we ask that when you register you indicate which sessions you plan to attend so that we can staff appropriately.

12:30 -1:30pm
 
Lunch
1:30-2:30pm
 
Breakout Sessions
 
Learning
Using the Latest Capabilities in Khalix 3.5 Update 7
Longview

In this session, you will have the opportunity to get hands-on experience with the soon to be released Khalix 3.5.7. This interactive learning environment will allow you to test drive the most sought-after enhancements around reporting and input usability.

 
CPM
Developing an IFRS Transition Strategy: How Longview’s IFRS Blueprint Can Help
Longview/Shawcor

Do you need the ability to track IFRS adjustment data by IAS category and business unit? Do you need to be able to reconcile GAAP results to IFRS results quickly and easily by business unit? Are you concerned about the integrity and security of your IFRS adjustment data? Why not leverage your current investment in your Longview CPM application. Find out how Longview's IFRS Blueprint can help you implement a seamless transition from GAAP based reporting to IFRS based reporting.

 
Tax
Demo - Using Longview Tax to Streamline your Tax Provisioning Process
Longview

Come see a demo of Longview Tax and see how leading organizations are realizing significant value from having the Longview perform their global tax provision. When the books close, tax closes: automation of tax differences, web tax packages, provisioning, effective tax rate reconciliation, and the tax footnote. You’ll see how Longview Tax promotes significant efficiencies and transparency for the tax provision.

 
IT/Technical
Integrating Multiple Data Sources - Tools and Techniques
Longview

It is common to import data into Longview from multiple data sources. Data integration needs vary based on the complexity of data sources, transformation requirements, data volume & frequency of update, and your existing E-T-L toolset. Attend this session to see the variety of data integration options you can utilize with your Longview CPM environment - ranging from straightforward tools for simple data integration needs to sophisticated services oriented tools for complex or advanced requirements.

 
Strategic Trends and Practices
Best Practices in Tax Automation
TBD

Today’s uncertain world requires a holistic approach to building a successful tax function. A comprehensive approach builds a strong reporting foundation and facilitates planning and growth. It helps you develop tax strategies aligned with your business. It lets you meet today’s business goals, while laying the groundwork for tomorrow’s success. This session will expand on the technical knowledge, practical experience and consistent methodologies needed to ensure a world class tax reporting function.

 
Solutions Lab
Dr. Longview topics:
1. Migrating from Khalix 3.5 to Longview 7
2. Khalix for Excel
Longview

Get hands on experience with Longview 7, Khalix 3.5.7, Longview Tax, Profitability Analytics and more. Plus, take advantage of 1:1 consultations with Dr. Longview experts or discussions with our partners. The Dr. Longview sessions for this timeslot are:

1. Migrating from Khalix 3.5 to Longview 7
2. Khalix for Excel

Note - Dr. Longview sessions are on a first come, first serve basis, however we ask that when you register you indicate which sessions you plan to attend so that we can staff appropriately.

2:30-2:45pm
 
Break
2:45-3:45pm
 
Breakout Sessions
 
Learning
Using the Latest Capabilities in Khalix 3.5 Update 7
Longview

In this session, you will have the opportunity to get hands-on experience with the soon to be released Khalix 3.5.7. This interactive learning environment will allow you to test drive the most sought-after enhancements around reporting and input usability.

 
CPM
Demo: Leveraging Longview Optix for Advanced Dashboards and Reporting
Longview / Roswell Park Cancer Institute

Learn how Roswell Park Cancer Institute is leveraging the power of enhanced data visualization capabilities within their dashboard using Longview Optix. This presentation will provide an overview of how they are using these capabilities to optimize and analyze their business.

 
Tax
Taking Longview Tax to the Next Level
Longview

Automating the tax close is the first step, but what next? The typical tax department is just in the early stages of realizing the benefits of enterprise tax reporting technology. If your organization has already implemented tax provisioning software, then this breakout session is for you. We’ll discuss how you can leverage your investment in tax technology to further automate the important functions of the tax department.

 
IT/Technical
Longview 7 - Technical Overview and Update
Longview

Longview 7 uses state of the art technologies and approaches to provide enhanced usability, interoperability and functionality. What does that mean to you and how can your organization realize tangible benefits? Attend this session to understand the Longview 7 architecture, key differences compared to Khalix v3 and how to take advantage of the architectural renovation and services capabilities for a more complete view of business operations.

 
Strategic Trends and Practices
How to Create a Financial Centre of Excellence
BPM Partners

This interactive session will include a discussion from finance leaders in organizations that have either successfully built, or are in the process of building, a financial centre of excellence in their company. Discussion topics will include the definition of a “financial center of excellence” (COE), drivers behind the decision to start down the path towards a financial COE , the expected business value, lessons learned from the deployment process and the results achieved to date. Participants should expect to learn about the benefits of this approach, as well as some of the pitfalls/challenges that may arise.

 
Solutions Lab
Dr. Longview topics:
1. Support
2. Ask the Architect
3. IFRS
Longview

Get hands on experience with Longview 7, Khalix 3.5.7, Longview Tax, Profitability Analytics and more. Plus, take advantage of 1:1 consultations with Dr. Longview experts or discussions with our partners. The Dr. Longview sessions for this timeslot are:

1. Support
2. Ask the Architect
3. IFRS

Note - Dr. Longview sessions are on a first come, first serve basis, however we ask that when you register you indicate which sessions you plan to attend so that we can staff appropriately.

3:45-4:15pm
 
Break
4:15-10:00pm
 
Interactive Event/Dinner
WEDNESDAY MAY 12, 2010
Time
Track
Topic
Speaker
6:30-9:00am
 
Breakfast
6:45-8:00am
 
Beat the Bear 5k Walk/Run
9:00-9:05am
 
Opening Remarks
Longview
9:05-10:15am
 
Product and Technology Strategic Update
Longview

This session will provide you with an update on Longview’s Product and Technology roadmap, discuss market trends, and outline the key product and technology initiatives and priorities for 2010 and beyond.

10:15-11:15am
 
Finance Transformation – The Journey to World Class Finance
Celestica

Celestica is a global leader in the delivery of end-to-end product lifecycle solutions. In support of Celestica’s strategy, the company's Finance organization set a vision to focus on increasing value added financial analysis and decreasing manual intervention. Darren Myers, Senior Vice President, Finance and Corporate Controller at Celestica, will discuss Celestica’s approach to achieving this vision through a set of projects that were put in place to shift the organization's focus from transaction processing and control activities to strategic decision support.

11:15-11:30am
 
Break
11:30-12:30pm
 
Breakout Sessions
 
Learning
Leveraging Advanced Capabilities within Longview Tax
Longview

This session is targeted toward attendees that want hands-on experience with the more powerful features of the Longview Tax reporting system. We’ll explore tax scenarios beyond the run-of-the-mill legal entity provision. This session will also address the use of deferred tax override rates on unique transactions, scenario analysis, and more.

 
CPM
Demo – New Features of Longview 7 in Action
Longview

During this session, attendees will see new features of Longview 7 including an all new Application Administrator where authorized Finance professionals can perform a number of administrative tasks including user, group, and role setup and security, hierarchy maintenance with expanded dimensionality and symbol name limits as well as enhanced formatting and searching capabilities, and new foreign exchange and intercompany setup. Attendees will also see new contemporary dashboards as well as the new text wrapping feature in Longview Analysis & Reporting.

 
Tax
IFRS Implications on the Corporate Tax Function
Longview

Tackling the Challenges of IFRS Reporting in an International Business: IFRS tax reporting for multinational corporations can be a tough and time consuming process. This session will consider the difficulties faced by businesses and how Longview Tax can make the process easier. Topics discussed will include tax technical, technological and practical challenges, and will be valuable for businesses preparing to transition to IFRS over the next few years.

 
IT/Technical
Longview 7 SOA: Exploring the Possibilities
Longview

The Service Oriented Architecture within Longview 7 provides the tools to build, deploy and orchestrate business processes using contemporary business logic and user-interfaces. This allows endless opportunities for increased flexibility, faster response to business needs, interoperability and, ultimately, improved cost effectiveness. Attend this session to gain an understanding of how Longview 7 can help you plan for the continued evolution of your CPM environment. Specifically, we will examine how you can build/deploy new functionality, link with external processes/systems for a broader control

 
CPM
Archer Daniels Midland (ADM) Case Study - The Power of Advanced Reporting of Operational and Financial Data
Archer Daniels Midland

Every day, the 28,000 people of Archer Daniels Midland Company (NYSE: ADM) work to connect the harvest to the home, turning crops into renewable products that serve the vital needs of a growing world. They trade, transport, store and process corn, oilseeds, wheat and cocoa into products for food, animal feed, chemical and energy uses. Headquartered in Decatur, Illinois, ADM operates more than 230 processing plants and more than 330 sourcing facilities in more than 60 countries on six continents. ADM has rolled out two Longview dashboards for their daily metrics and their monthly executive metrics in their Oilseed division. With these dashboards executives and managers can view visualizations (graphs and charts) of critical data (operational and financial KPI’s). They can then click on reports and charts to see the details and drill down to the lowest level of data available. In this session ADM will demonstrate the power of a top down approach to financial and operational data analysis throughout the entire organization.

 
Solutions Lab
Dr. Longview topics:
1.Support
2. Performance Tuning
3. Application Framework
Longview

Get hands on experience with Longview 7, Khalix 3.5.7, Longview Tax, Profitability Analytics and more. Plus, take advantage of 1:1 consultations with Dr. Longview experts or discussions with our partners. The Dr. Longview sessions for this timeslot are:

1. Support
2. Performance Tuning
3. Application Framework

Note - Dr. Longview sessions are on a first come, first serve basis, however we ask that when you register you indicate which sessions you plan to attend so that we can staff appropriately.

12:30-1:30pm
 
Lunch
1:30-2:30pm
 
Breakout Sessions
 
Learning
Using Longview 7 – Part 1
Longview

In this two-part session, you will have the opportunity to get hands-on experience with the newly released Longview 7 Update 1. This interactive learning environment will allow you to test drive a selection of features of Longview 7 Update 1 such as:

- Application administration
- Hierarchy/user maintenance
- User Reporting

 
CPM
Upgrading to Longview 7 – The Cisco Perspective
Cisco

This session will review the detailed steps taken to successfully upgrade from Version 3 to Longview 7. Cisco will show how Longview is used to manage salary and headcount planning at the employee detail level for 10’s of thousands of employees throughout their organization, across all projects and cost centers. This session will also demonstrate how they took advantage of the expanded symbol capacity and other inherent improvements provided by the new Longview 7 architecture, while maintaining consistency in the application function as they migrated to Longview 7.

 
Tax
How to Use Longview Tax to Improve Internal Controls and Increase Efficiencies
Longview

An introduction to the business case for Tax Technology: Many tax departments still rely heavily on Microsoft Excel to calculate their tax provision and other key processes. We all know the risks and inefficiencies associated with over-use of Excel for financial reporting, but how does that translate to benefits for the tax department? We’ll explore specific examples of where efficiencies are realized and the overall business case for investing in tax technology.

 
IT/Technical
Longview 7 Architecture and Hardware- Technology Requirements and Deployment Scenarios
Longview

This session will describe Longview 7 from an architectural point of view and discuss necessary components from an IT perspective for implementation on various platforms and hardware. This presentation will assist customers looking to upgrade existing Khalix implementations and what impact this may have on their current hardware. The trend towards IT organizations moving to virtualization and how Longview 7 fits will also be of topic.

 
Strategic Trends and Practices
Longview in a Mega Vendor World: Building a Business Case for Co-existence
BPM Partners

The large enterprise software mega vendors (IBM, Oracle and SAP) continue to battle for the transactional systems and back office databases in the mid to large enterprise market. With their attempted focus to bring all services to all companies, successful best of breed vendors, like Longview, have flourished providing value-added analytics on top of these enterprise wide platforms. This session will discuss the pros and cons of best-of-breed performance management, the added value that can be leveraged and the business benefits that can result.

 
Solutions Lab
Dr. Longview topics:
1. Performance Tuning
2. Application Framework
3. Tax
Longview

Get hands on experience with Longview 7, Khalix 3.5.7, Longview Tax, Profitability Analytics and more. Plus, take advantage of 1:1 consultations with Dr. Longview experts or discussions with our partners. The Dr. Longview sessions for this timeslot are:

1. Performance Tuning
2. Application Framework
3. Tax

Note - Dr. Longview sessions are on a first come, first serve basis, however we ask that when you register you indicate which sessions you plan to attend so that we can staff appropriately.

2:30-2:45pm
 
Break
2:45-3:45pm
 
Breakout Sessions
 
Learning
Using Longview 7 – Part 2
Longview

This session is the 2nd half of the “Using Longview 7 Update 1” session. Please Note: to participate in this session you must attend Part 1.

 
CPM
Demo- Using Longview's New XBRL Solution (FXR) to Streamline Your Statutory Reporting Process
Longview

Regulatory agencies are burdening us with increasingly onerous reporting requirements and deadlines. By its nature, this type of information requires absolute certainty related to accuracy and narrative. Software solutions can provide significant benefits to make these processes predictable, repeatable, collaborative, accurate and efficient. In this session, we will explore how Longview FXR will assist companies with the collection, compilation, review, audit of internal management documents in addition to the tagging, validation and filing of statutory documents.

 
Tax
Implementing Longview Tax: A-Z
TBD

Tax process and technology redesign, stakeholders and data from around the world, and a massive acquisition – all at the same time. Does this sound like a perfect storm? Tax departments never seem to have the time to stop and sharpen axe. But, without investing in improved process and technology how do you keep up with the ever-growing demands? A tax customer will discuss how their organization navigated the challenges of an implementation and ultimately realized the resulting benefits.

 
IT/Technical
Application Framework – How it has Evolved in Longview 7
Longview

In Longview 7, the Application Framework architecture allows you to design and develop sophisticated multi-dimensional models in new and much more powerful ways. Learn how to leverage Longview 7’s server side models to perform tasks such as multi-dimensional allocation, driver based planning & forecasting and calculating key performance indicators. Bring home valuable development and debugging techniques to help with event based and batch based calculations. Gain valuable insights into the workings of Application Framework to help plan the future growth of your application and take your modeling to the next level.

 
Strategic Trends and Practices
How to Profitably Grow Your Business with an Innovative Approach
Acorn

Through real world specific examples, you will understand the power and innovation of Longview Profitability Analytics and how to profitably grow your business. We will highlight customer success stories across various industries where profitability goals were achieved using revenue growth, cost optimization and improved operational efficiency.

 
Solutions Lab
Dr. Longview topics:
1. IFRS
2. Tax
Longview

Get hands on experience with Longview 7, Khalix 3.5.7, Longview Tax, Profitability Analytics and more. Plus, take advantage of 1:1 consultations with Dr. Longview experts or discussions with our partners. The Dr. Longview sessions for this timeslot are:

1. IFRS
2. Tax

Note - Dr. Longview sessions are on a first come, first serve basis, however we ask that when you register you indicate which sessions you plan to attend so that we can staff appropriately.

3:45-4:00pm
 
Break
4:00pm-6:00pm
 
Free Time Activities
6:45pm-10:00pm
 
Thank You Dinner
THURSDAY MAY 13, 2010
Time
Track
Topic
Speaker
7:30-9:30am
 
Breakfast
9:30-10:30am
 
Breakout Sessions
 
Learning
Longview 7 Office Add-in for Excel
Longview

In this session, you will have the opportunity to get hands-on experience with the new Longview 7 Office Add-in for Excel. This interactive learning environment will allow you to test drive and explore some of the new features and capabilities such as:

- Ad-hoc query on multiple symbols in each dimension
- New Function Builder options
- New function to define database locks for upload purposes

 
CPM
Longview 7 Product Roadmap – A Deeper Look
Longview

Longview recognizes the importance of providing opportunities to increase the value your organization derives from its investment in Longview CPM. Your business environment is ever-changing and your CPM environment needs to adapt in unison. In this session, we will take a deeper look at how Longview is interpreting trends within the industry, your business and the broader market and translating them into products that will drive value for your organization. Specifically, we will look at the focus areas and related capabilities that you can expect to see incorporated into Longview’s product offerings over the coming 12-18 months.

 
Tax
Closing with Confidence: Improving the Tax Accounting Close
Longview

CFOs are demanding improved controls, speed, accuracy and transparency of their global income tax reporting process. But, technology by itself is not the silver bullet. This session will explore the best practices that are necessary to ensure a successful implementation, as well as the steps to ensure you are getting the most out of your investment in tax technology.

 
IT/Technical
Demo - Separation of Administration Duties in Khalix 3.5 and Longview 7
Longview

How do you allow your expert users to focus on the tasks they are best suited for? By allowing them to manage the aspects of the application that are relevant to their sphere of control. Longview 7 and Khalix 3.5 allow you to manage multiple administrative roles. This is important to ensure separation of duties for internal controls and to ensure that each task is being done by the person best trained to do it. Learn how easy it is to separate administrative duties and to audit the changes performed on your Longview application. Bring back valuable tips on tracking and controlling change within your application.

 
Strategic Trends and Practices
The Evolution of the Performance Management Market and Technology: Expanding the Role of Finance
BPM Partners

As the competitive environment, technology and best practices continue to evolve, many finance teams have moved beyond budgeting and planning to more advanced performance management initiatives that have a broader impact on the enterprise. With this change, the finance team has expanded its role from “bean counter” to “corporate performance improvement leader”. This session will highlight trends in the performance management category built upon surveys and interviews with end user companies, discuss how Longview is aligning with these trends and provide recommendations on how finance team leaders can best prepare their organizations to continue their focus on financial excellence.

 
CPM
Automating the Quarterly/Annual Process of Identifying EBITDA Differences Between Periods
Longview

EBITA is an increasingly important measurement of a company’s financial success and progress. Just as with cash flow, changes in EBITA from period to period are very important to track and understand, and similarly, this process can contain very straight forward to very complex calculations and analyses. Learn how several Longview customers have used the Longview application to automate the modeling and tracking of changes to EBITA to better understand financial status and to meet their financial reporting requirements.

10:30-10:45am
 
Break
10:45 – 11:45am
 
Breakout Sessions
 
Learning
Getting More out of Your Dashboards
Longview

In this session you will have the opportunity to get hands-on experience to improve your Longview Dashboards. This interactive learning environment will allow you to test drive and explore some techniques to:

- Improve the visibility of key metrics throughout your organization
- Create more dynamic and interactive Longview Optix charts/maps

 
CPM
Demo - Performance Measurement and Management for Profitable Growth
Acorn

Are you currently using Longview CPM? Are you looking to take the value delivered to the next level? See our Longview Profitability Analytics and CPM integration demo and learn why this should be a key priority for 2010. You will gain insight into how LPA reveals opportunities across the enterprise to improve the bottom line and apply this insight to your future year financial plan. LPA enables customers to analyze and make profitable adjustments across any dimension of their business (customer, product, vendor, channel, supply chain, and/or pricing).

 
Tax
Panel Discussion - 5 Emerging Trends in Tax Technology
Longview

Today’s corporate tax departments are in the early stages of technology adoption. Following a similar path as traditional CPM, the first step was to automate the close. But, that is just the first step of many. As accounting regulatory bodies continue to move the target, the next steps will be to lay a foundation for change as well as focus on the more value-added areas of tax department. This session will include a panel of industry experts who will discuss the trends in tax reporting and the use of tax technology to keep ahead of the curve.

 
IT/Technical
Optimizing the Performance of Your Longview Application
Longview

This session will describe performance areas in Longview 7 focusing on customers who are upgrading from Khalix 3.5. The presenter will be discussing features and differences with Longview 7 that will apply to performance and scalability. Those who are looking to do more than just simply upgrade and are investigating utilizing Longview 7 increased dimensional and symbol limits will want to attend this session.

 
Strategic Trends and Practices
Taking Your Longview Investment to the Next Level with Learning and Knowledge Management
Longview

This session will focus on the different approaches you can use to maximize your investment. We’ll explore how tools like a virtual classroom could cut your training budget in half! We’ll discuss the top five ways to ensure your user community is using your Longview application efficiently.

 
CPM
Longview Application Framework: How UPS Unlocks the Power of the Server
UPS

Are you harnessing the full power of your Longview application? If not, learn how UPS leverages the powerful and dynamic features of Longview (Khalix) Application Framework to improve processes across seven Longview application instances. From modeling to maintenance, many processes can benefit greatly from the hidden power of the application server. Attend this session for an in-depth review of how UPS uses Application Framework to automatically execute calculation models, streamline administrative processes, and keep reporting hierarchies up to date.

12:00-1:00pm
 
Lunch
Track: Learning
Time
 
Topic
Speaker
 
 
Monday, May 10
 
12:00-5:00pm
Pre Conference Workshop
Advanced Application Framework– Tips and Techniques
Longview

Learn about the new possibilities available in Longview Application Framework. In this session you will build on your existing coding skills and experience in Longview Application Framework in a live Longview application environment, working with an instructor. You will take Application Framework code and optimize it to run more efficiently to improve application performance. You will also learn techniques on how to make your code extensible and easier to maintain.

Pre-requisites: Configuring Application Framework course

 
 
Tuesday, May 11
 
11:15-12:15pm
 
Longview Tax: An Introduction
Longview

This session is a perfect hands-on introduction to Longview Tax. Longview Tax provides an easy-to-use, web-based solution that allows organizations to collect data for their global income tax reporting process. This session will introduce you to the web tax packages that are used to collect and calculate a consolidated tax provision.

1:30-2:30pm
 
Using the Latest Capabilities in Khalix 3.5 Update 7
Longview

In this session, you will have the opportunity to get hands-on experience with the soon to be released Khalix 3.5.7. This interactive learning environment will allow you to test drive the most sought-after enhancements around reporting and input usability.

2:30-3:30pm
 
Using the Latest Capabilities in Khalix 3.5 Update 7
Longview

In this session, you will have the opportunity to get hands-on experience with the soon to be released Khalix 3.5.7. This interactive learning environment will allow you to test drive the most sought-after enhancements around reporting and input usability.

 
 
Wednesday, May 12
 
11:30-12:30pm
 
Leveraging Advanced Capabilities within Longview Tax
Longview

This session is targeted toward attendees that want hands-on experience with the more powerful features of the Longview Tax reporting system. We’ll explore tax scenarios beyond the run-of-the-mill legal entity provision. This session will also address the use of deferred tax override rates on unique transactions, scenario analysis, and more.

1:30-2:30pm
 
Using Longview 7 – Part 1
Longview

In this two-part session, you will have the opportunity to get hands-on experience with the newly released Longview 7 Update 1. This interactive learning environment will allow you to test drive a selection of features of Longview 7 Update 1 such as:

- Application administration
- Hierarchy/user maintenance
- User Reporting

2:45-3:45pm
 
Using Longview 7 – Part 2
Longview

This session is the 2nd half of the "Using Longview 7 Update 1" session. Please Note: to participate in this session you must attend Part 1.

 
 
Thursday, May 13
 
9:30-10:30am
 
Longview 7 Office Add-in for Excel
Longview

In this session, you will have the opportunity to get hands-on experience with the new Longview 7 Office Add-in for Excel. This interactive learning environment will allow you to test drive and explore some of the new features and capabilities such as:

- Ad-hoc query on multiple symbols in each dimension
- New Function Builder options
- New function to define database locks for upload purposes

10:45 – 11:45am
 
Getting More out of Your Dashboards
Longview

In this session you will have the opportunity to get hands-on experience to improve your Longview Dashboards. This interactive learning environment will allow you to test drive and explore some techniques to:

- Improve the visibility of key metrics throughout your organization
- Create more dynamic and interactive Longview Optix charts/maps

Track: CPM
Time
 
Topic
Speaker
 
 
Tuesday, May 11
 
11:15-12:15pm
 
Demo – Khalix 3.5 Update 7 – What’s New?
Longview

This session will highlight what is coming in Khalix 3.5 Update 7. Areas of focus will be on reporting, input usability, workflow & compliance.

1:30-2:30pm
 
Developing an IFRS Transition Strategy: How Longview’s IFRS Blueprint Can Help
Longview

Do you need the ability to track IFRS adjustment data by IAS category and business unit? Do you need to be able to reconcile GAAP results to IFRS results quickly and easily by business unit? Are you concerned about the integrity and security of your IFRS adjustment data? Why not leverage your current investment in your Longview CPM application. Find out how Longview's IFRS Blueprint can help you implement a seamless transition from GAAP based reporting to IFRS based reporting.

2:45-3:45pm
 
Demo: Leveraging Longview Optix for Advanced Dashboards and Reporting
Longview / Roswell Park Cancer Institute

Learn how Roswell Park Cancer Institute is leveraging the power of enhanced data visualization capabilities within their dashboard using Longview Optix. This presentation will provide an overview of how they are using these capabilities to optimize and analyze their business.

 
 
Wednesday, May 12
 
11:30-12:30pm
 
Demo – New Features of Longview 7 in Action
Longview

During this session, attendees will see new features of Longview 7 including an all new Application Administrator where authorized Finance professionals can perform a number of administrative tasks including user, group, and role setup and security, hierarchy maintenance with expanded dimensionality and symbol name limits as well as enhanced formatting and searching capabilities, and new foreign exchange and intercompany setup. Attendees will also see new contemporary dashboards as well as the new text wrapping feature in Longview Analysis & Reporting.

11:30-12:30pm
 
Archer Daniels Midland (ADM) Case Study - The Power of Advanced Reporting of Operational and Financial Data
Archer Daniels Midland

Every day, the 28,000 people of Archer Daniels Midland Company (NYSE: ADM) work to connect the harvest to the home, turning crops into renewable products that serve the vital needs of a growing world. They trade, transport, store and process corn, oilseeds, wheat and cocoa into products for food, animal feed, chemical and energy uses. Headquartered in Decatur, Illinois, ADM operates more than 230 processing plants and more than 330 sourcing facilities in more than 60 countries on six continents. ADM has rolled out two Longview dashboards for their daily metrics and their monthly executive metrics in their Oilseed division. With these dashboards executives and managers can view visualizations (graphs and charts) of critical data (operational and financial KPI’s). They can then click on reports and charts to see the details and drill down to the lowest level of data available. In this session ADM will demonstrate the power of a top down approach to financial and operational data analysis throughout the entire organization.

1:30-2:30pm
 
Upgrading to Longview 7 – The Cisco Perspective
Cisco

This session will review the detailed steps taken to successfully upgrade from Version 3 to Longview 7. Cisco will show how Longview is used to manage salary and headcount planning at the employee detail level for 10’s of thousands of employees throughout their organization, across all projects and cost centers. This session will also demonstrate how they took advantage of the expanded symbol capacity and other inherent improvements provided by the new Longview 7 architecture, while maintaining consistency in the application function as they migrated to Longview 7.

2:45-3:45pm
 
Demo - Using Longview's New XBRL Solution (FXR) to Streamline Your Statutory Reporting Process
Longview

Regulatory agencies are burdening us with increasingly onerous reporting requirements and deadlines. By its nature, this type of information requires absolute certainty related to accuracy and narrative. Software solutions can provide significant benefits to make these processes predictable, repeatable, collaborative, accurate and efficient. In this session, we will explore how Longview FXR will assist companies with the collection, compilation, review, audit of internal management documents in addition to the tagging, validation and filing of statutory documents.

 
 
Thursday, May 13
 
9:30-10:30am
 
Longview 7 Product Roadmap – A Deeper Look
Longview

Longview recognizes the importance of providing opportunities to increase the value your organization derives from its investment in Longview CPM. Your business environment is ever-changing and your CPM environment needs to adapt in unison. In this session, we will take a deeper look at how Longview is interpreting trends within the industry, your business and the broader market and translating them into products that will drive value for your organization. Specifically, we will look at the focus areas and related capabilities that you can expect to see incorporated into Longview’s product offerings over the coming 12-18 months.

9:30-10:30am
 
Automating the Quarterly/Annual Process of Identifying EBITDA Differences Between Periods
Longview

EBITA is an increasingly important measurement of a company’s financial success and progress. Just as with cash flow, changes in EBITA from period to period are very important to track and understand, and similarly, this process can contain very straight forward to very complex calculations and analyses. Learn how several Longview customers have used the Longview application to automate the modeling and tracking of changes to EBITA to better understand financial status and to meet their financial reporting requirements.

10:45 – 11:45am
 
Demo - Performance Measurement and Management for Profitable Growth
Acorn

Are you currently using Longview CPM? Are you looking to take the value delivered to the next level? See our Longview Profitability Analytics and CPM integration demo and learn why this should be a key priority for 2010. You will gain insight into how LPA reveals opportunities across the enterprise to improve the bottom line and apply this insight to your future year financial plan. LPA enables customers to analyze and make profitable adjustments across any dimension of their business (customer, product, vendor, channel, supply chain, and/or pricing).

10:45 – 11:45am
 
Longview Application Framework: How UPS Unlocks the Power of the Server
UPS

Are you harnessing the full power of your Longview application? If not, learn how UPS leverages the powerful and dynamic features of Longview (Khalix) Application Framework to improve processes across seven Longview application instances. From modeling to maintenance, many processes can benefit greatly from the hidden power of the application server. Attend this session for an in-depth review of how UPS uses Application Framework to automatically execute calculation models, streamline administrative processes, and keep reporting hierarchies up to date.

Track: Tax
Time
 
Topic
Speaker
 
 
Tuesday, May 11
 
11:15-12:15pm
 
Finance and Tax: Bridging the Gap
Longview

Technology has a way of bringing people together in ways that were unimaginable just a few years ago. We all know that there are natural synergies between the accounting, finance, and tax functions, and that these functions should be working from the same set of book data in a coordinated fashion. However, that is often not the case. What can be done to bring these crucial functions closer together? The answer lies in the integration of technology and process. Technology has always been the bridge between complex, independent processes. This session will discuss how to leverage the combined power of tax and corporate performance management (CPM) technology to deliver on the vision of a more integrated finance, accounting, and tax close.

1:30-2:30pm
 
Demo - Using Longview Tax to Streamline your Tax Provisioning Process
Longview

Come see a demo of Longview Tax and see how leading organizations are realizing significant value from having the Longview perform their global tax provision. When the books close, tax closes: automation of tax differences, web tax packages, provisioning, effective tax rate reconciliation, and the tax footnote. You’ll see how Longview Tax promotes significant efficiencies and transparency for the tax provision.

2:45-3:45pm
 
Taking Longview Tax to the Next Level
Longview

Automating the tax close is the first step, but what next? The typical tax department is just in the early stages of realizing the benefits of enterprise tax reporting technology. If your organization has already implemented tax provisioning software, then this breakout session is for you. We’ll discuss how you can leverage your investment in tax technology to further automate the important functions of the tax department.

 
 
Wednesday, May 12
 
11:30-12:30pm
 
IFRS Implications on the Corporate Tax Function
Longview

Tackling the Challenges of IFRS Reporting in an International Business: IFRS tax reporting for multinational corporations can be a tough and time consuming process. This session will consider the difficulties faced by businesses and how Longview Tax can make the process easier. Topics discussed will include tax technical, technological and practical challenges, and will be valuable for businesses preparing to transition to IFRS over the next few years.

1:30-2:30pm
 
How to Use Longview Tax to Improve Internal Controls and Increase Efficiencies
Longview

An introduction to the business case for Tax Technology: Many tax departments still rely heavily on Microsoft Excel to calculate their tax provision and other key processes. We all know the risks and inefficiencies associated with over-use of Excel for financial reporting, but how does that translate to benefits for the tax department? We’ll explore specific examples of where efficiencies are realized and the overall business case for investing in tax technology.

2:45-3:45pm
 
Implementing Longview Tax: A-Z
Longview

Tax process and technology redesign, stakeholders and data from around the world, and a massive acquisition – all at the same time. Does this sound like a perfect storm? Tax departments never seem to have the time to stop and sharpen axe. But, without investing in improved process and technology how do you keep up with the ever-growing demands? A tax customer will discuss how their organization navigated the challenges of an implementation and ultimately realized the resulting benefits.

 
 
Thursday, May 13
 
9:30-10:30am
 
Closing with Confidence: Improving the Tax Accounting Close
Longview

CFOs are demanding improved controls, speed, accuracy and transparency of their global income tax reporting process. But, technology by itself is not the silver bullet. This session will explore the best practices that are necessary to ensure a successful implementation, as well as the steps to ensure you are getting the most out of your investment in tax technology.

10:45 – 11:45am
 
Panel Discussion - 5 Emerging Trends in Tax Technology
Longview

Today’s corporate tax departments are in the early stages of technology adoption. Following a similar path as traditional CPM, the first step was to automate the close. But, that is just the first step of many. As accounting regulatory bodies continue to move the target, the next steps will be to lay a foundation for change as well as focus on the more value-added areas of tax department. This session will include a panel of industry experts who will discuss the trends in tax reporting and the use of tax technology to keep ahead of the curve.

Track: IT/Technical
Time
 
Topic
Speaker
 
 
Tuesday, May 11
 
11:15-12:15pm
 
How to Leverage Business Intelligence to Disseminate Information in an Accurate and Timely Manner
Longview

Business Intelligence (BI) tools are widely utilized for detailed historical reporting and various flavors of analytics. Often times, companies need to integrate CPM data with BI for advanced analyses, compliance needs or wide-spread distribution. Integrating BI and CPM warrants consideration of several factors, including security, timeliness, conversion of multi-dimensional data, hierarchies, and application logic. In this session, you will learn about the alternative approaches of integrating Longview with any 3rd party BI or reporting application for an integrated performance management experience.

1:30-2:30pm
 
Integrating Multiple Data Sources - Tools and Techniques
Longview

It is common to import data into Longview from multiple data sources. Data integration needs vary based on the complexity of data sources, transformation requirements, data volume & frequency of update, and your existing E-T-L toolset. Attend this session to see the variety of data integration options you can utilize with your Longview CPM environment - ranging from straightforward tools for simple data integration needs to sophisticated services oriented tools for complex or advanced requirements.

2:45-3:45pm
 
Longview 7 - Technical Overview and Update
Longview

Longview 7 uses state of the art technologies and approaches to provide enhanced usability, interoperability and functionality. What does that mean to you and how can your organization realize tangible benefits? Attend this session to understand the Longview 7 architecture, key differences compared to Khalix v3 and how to take advantage of the architectural renovation and services capabilities for a more complete view of business operations.

 
 
Wednesday, May 12
 
11:30-12:30pm
 
Longview 7 SOA: Exploring the Possibilities
Longview

The Service Oriented Architecture within Longview 7 provides the tools to build, deploy and orchestrate business processes using contemporary business logic and user-interfaces. This allows endless opportunities for increased flexibility, faster response to business needs, interoperability and, ultimately, improved cost effectiveness. Attend this session to gain an understanding of how Longview 7 can help you plan for the continued evolution of your CPM environment. Specifically, we will examine how you can build/deploy new functionality, link with external processes/systems for a broader control

1:30-2:30pm
 
Longview 7 Architecture and Hardware- Technology Requirements and Deployment Scenarios
Longview

This session will describe Longview 7 from an architectural point of view and discuss necessary components from an IT perspective for implementation on various platforms and hardware. This presentation will assist customers looking to upgrade existing Khalix implementations and what impact this may have on their current hardware. The trend towards IT organizations moving to virtualization and how Longview 7 fits will also be of topic.

2:45-3:45pm
 
Application Framework – How it has Evolved in Longview 7
Longview

In Longview 7, the Application Framework architecture allows you to design and develop sophisticated multi-dimensional models in new and much more powerful ways. Learn how to leverage Longview 7’s server side models to perform tasks such as multi-dimensional allocation, driver based planning & forecasting and calculating key performance indicators. Bring home valuable development and debugging techniques to help with event based and batch based calculations. Gain valuable insights into the workings of Application Framework to help plan the future growth of your application and take your modeling to the next level.

 
 
Thursday, May 13
 
9:30-10:30am
 
Demo - Separation of Administration Duties in Khalix 3.5 and Longview 7
Longview

How do you allow your expert users to focus on the tasks they are best suited for? By allowing them to manage the aspects of the application that are relevant to their sphere of control. Longview 7 and Khalix 3.5 allow you to manage multiple administrative roles. This is important to ensure separation of duties for internal controls and to ensure that each task is being done by the person best trained to do it. Learn how easy it is to separate administrative duties and to audit the changes performed on your Longview application. Bring back valuable tips on tracking and controlling change within your application.

10:45 – 11:45am
 
Optimizing the Performance of Your Longview Application
Longview

This session will describe performance areas in Longview 7 focusing on customers who are upgrading from Khalix 3.5. The presenter will be discussing features and differences with Longview 7 that will apply to performance and scalability. Those who are looking to do more than just simply upgrade and are investigating utilizing Longview 7 increased dimensional and symbol limits will want to attend this session.

Track: Strategic Trends and Practices
Time
 
Topic
Speaker
 
 
Tuesday, May 11
 
11:15-12:15pm
 
Advanced Performance Management Applications: Planning for 2010 and Beyond
Longview

Budgeting/planning applications and performance management scorecards/dashboards are the typical entry points when a company embarks on the road to improved performance management. However, more advanced performance management adopters have learned that this is just the beginning. This session will discuss a variety of options for expanding your performance management approach including profitability analytics, advanced tax applications, and more expanded reporting initiatives. This is a summary level presentation of topics for consideration a more detailed discussions on each of these topics are also available in dedicated sessions on the agenda.

1:30-2:30pm
 
Best Practices in Tax Automation
 

Today’s uncertain world requires a holistic approach to building a successful tax function. A comprehensive approach builds a strong reporting foundation and facilitates planning and growth. It helps you develop tax strategies aligned with your business. It lets you meet today’s business goals, while laying the groundwork for tomorrow’s success. This session will expand on the technical knowledge, practical experience and consistent methodologies needed to ensure a world class tax reporting function.

2:45-3:45pm
 
How to Create a Financial Centre of Excellence
BPM Partners

This interactive session will include a discussion from finance leaders in organizations that have either successfully built, or are in the process of building, a financial centre of excellence in their company. Discussion topics will include the definition of a “financial center of excellence” (COE), drivers behind the decision to start down the path towards a financial COE , the expected business value, lessons learned from the deployment process and the results achieved to date. Participants should expect to learn about the benefits of this approach, as well as some of the pitfalls/challenges that may arise.

 
 
Wednesday, May 12
 
1:30-2:30pm
 
Longview in a Mega Vendor World: Building a Business Case for Co-existence
BPM Partners

The large enterprise software mega vendors (IBM, Oracle and SAP) continue to battle for the transactional systems and back office databases in the mid to large enterprise market. With their attempted focus to bring all services to all companies, successful best of breed vendors, like Longview, have flourished providing value-added analytics on top of these enterprise wide platforms. This session will discuss the pros and cons of best-of-breed performance management, the added value that can be leveraged and the business benefits that can result.

2:45-3:45pm
 
How to Profitably Grow Your Business with an Innovative Approach
Acorn

Through real world specific examples, you will understand the power and innovation of Longview Profitability Analytics and how to profitably grow your business. We will highlight customer success stories across various industries where profitability goals were achieved using revenue growth, cost optimization and improved operational efficiency.

 
 
Thursday, May 13
 
9:30-10:30am
 
The Evolution of the Performance Management Market and Technology: Expanding the Role of Finance
BPM Partners

As the competitive environment, technology and best practices continue to evolve, many finance teams have moved beyond budgeting and planning to more advanced performance management initiatives that have a broader impact on the enterprise. With this change, the finance team has expanded its role from “bean counter” to “corporate performance improvement leader”. This session will highlight trends in the performance management category built upon surveys and interviews with end user companies, discuss how Longview is aligning with these trends and provide recommendations on how finance team leaders can best prepare their organizations to continue their focus on financial excellence.

10:45 – 11:45am
 
Taking Your Longview Investment to the Next Level with Learning and Knowledge Management
Longview

This session will focus on the different approaches you can use to maximize your investment. We’ll explore how tools like a virtual classroom could cut your training budget in half! We’ll discuss the top five ways to ensure your user community is using your Longview application efficiently.

Track: Solutions Lab
Time
 
Topic
Speaker
 
 
Tuesday, May 11
 
11:15-12:15pm
 
Dr. Longview topics:
1. Khalix for Excel
2. Ask the Architect
Longview

Get hands on experience with Longview 7, Khalix 3.5.7, Longview Tax, Profitability Analytics and more. Plus, take advantage of 1:1 consultations with Dr. Longview experts or discussions with our partners. The Dr. Longview sessions for this timeslot are:

1. Khalix for Excel
2. Ask the Architect

Note - Dr. Longview sessions are on a first come, first serve basis, however we ask that when you register you indicate which sessions you plan to attend so that we can staff appropriately.

1:30-2:30pm
 
Dr. Longview topics:
1. Migrating from Khalix 3.5 to Longview 7
2. Khalix for Excel
Longview

Get hands on experience with Longview 7, Khalix 3.5.7, Longview Tax, Profitability Analytics and more. Plus, take advantage of 1:1 consultations with Dr. Longview experts or discussions with our partners. The Dr. Longview sessions for this timeslot are:

1. Migrating from Khalix 3.5 to Longview 7
2. Khalix for Excel

Note - Dr. Longview sessions are on a first come, first serve basis, however we ask that when you register you indicate which sessions you plan to attend so that we can staff appropriately.

2:45-3:45pm
 
Dr. Longview topics:
1. Support
2. Ask the Architect
3. IFRS
Longview

Get hands on experience with Longview 7, Khalix 3.5.7, Longview Tax, Profitability Analytics and more. Plus, take advantage of 1:1 consultations with Dr. Longview experts or discussions with our partners. The Dr. Longview sessions for this timeslot are:

1. Support
2. Ask the Architect
3. IFRS

Note - Dr. Longview sessions are on a first come, first serve basis, however we ask that when you register you indicate which sessions you plan to attend so that we can staff appropriately.

 
 
Wednesday, May 12
 
11:30-12:30pm
 
Dr. Longview topics:
1.Support
2. Performance Tuning
3. Application Framework
Longview

Get hands on experience with Longview 7, Khalix 3.5.7, Longview Tax, Profitability Analytics and more. Plus, take advantage of 1:1 consultations with Dr. Longview experts or discussions with our partners. The Dr. Longview sessions for this timeslot are:

1. Support
2. Performance Tuning
3. Application Framework

Note - Dr. Longview sessions are on a first come, first serve basis, however we ask that when you register you indicate which sessions you plan to attend so that we can staff appropriately.

1:30-2:30pm
 
Dr. Longview topics:
1. Performance Tuning
2. Application Framework
3. Tax
Longview

Get hands on experience with Longview 7, Khalix 3.5.7, Longview Tax, Profitability Analytics and more. Plus, take advantage of 1:1 consultations with Dr. Longview experts or discussions with our partners. The Dr. Longview sessions for this timeslot are:

1. Performance Tuning
2. Application Framework
3. Tax

Note - Dr. Longview sessions are on a first come, first serve basis, however we ask that when you register you indicate which sessions you plan to attend so that we can staff appropriately.

2:45-3:45pm
 
Dr. Longview topics:
1. IFRS
2. Tax
Longview

Get hands on experience with Longview 7, Khalix 3.5.7, Longview Tax, Profitability Analytics and more. Plus, take advantage of 1:1 consultations with Dr. Longview experts or discussions with our partners. The Dr. Longview sessions for this timeslot are:

1. IFRS
2. Tax

Note - Dr. Longview sessions are on a first come, first serve basis, however we ask that when you register you indicate which sessions you plan to attend so that we can staff appropriately.

* All the information included in this agenda is subject to change.

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