IBM Finance Forum 2014

Business Foresight. Future Ready. #ibmff

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At Finance Forum 2014, you’ll hear how IBM solutions can help you: build a platform advantage to connect analytics and management processes; span the enterprise with links to connect operational cause and financial effect; and provide a system of engagement to keep everyone in the loop—even while on the go.

Guest Keynote Speakers*

*Guest speakers will vary by city.

Pierre Guillaume
President, Beyond EPS

Pierre GuillaumePierre Guillaume, the President of Beyond EPS, has more than 25 years of experience as a management consultant, specializing in cost management, advanced planning and budgeting, and business strategy development. A recognized thought leader with a deep understanding of both the strategic and tactical implications of costing and planning issues and a strong tactical knowledge of finance theory, Pierre has been responsible for cost, performance management, planning and budgeting systems, and strategic information system implementations for clients in a variety of industries in North America, Europe, and Asia.

Pierre co-founded Beyond EPS Advisors after leaving Capital One, where he ran the cost budgeting, forecasting and planning function. Pierre also served as a practice leader with Arthur Andersen and is recognized for his contributions to the development of the basic principles of activity-based costing. Pierre is a frequent speaker on advanced costing, planning and business strategy, and he has taught accounting and financial management at the Université de Paris and business strategy at the Centre de Perfectionnement aux Affaires in Paris.

Steve Morlidge
Director, Satori Partners

Steve MorlidgeSteve Morlidge has 30 years of practical experience in designing and running performance management systems at Unilever, including three years as the leader of a global change project. Steve is a former Chairman of the European Beyond Budgeting Round Table and now works as an academic and independent consultant for a range of major companies. He is a prominent public speaker, drawing on his years of experience at the leading edge of performance management thought and practice.

David Parmenter
Writer, Speaker, Facilitator

David ParmenterDavid Parmenter is an international presenter who is known for his thought provoking and lively sessions, which have led to substantial change in many organizations. Besides delivering in-depth workshops, he has been a keynote speaker for the IBM Finance Forum, The World Capability Congress, TEC Malaysia, Censof, Targit, CPA Australia and Profiles International Romania.

David is a leading expert in: the development of “winning KPIs”, replacing the annual planning process with quarterly rolling planning, lean accounting practices and 21st century management and leadership traits. David's work on KPIs is recognized internationally as a breakthrough in understanding how to make performance measures work. His book, Key Performance Indicators: Developing, Implementing, and Using Winning KPIs, now in its second edition, is one of the best selling performance management books on John Wiley & Sons Inc have also published The leading-edge manager’s guide to success, Winning CFOs and Key Performance Indicators for Government and Non Profit Agencies.

David has written over 50 articles for accounting and management journals and delivered public and in-house workshops to thousands of attendees in 30 countries. David has worked for Ernst & Young, BP Oil Ltd, Arthur Andersen & Co, and Price Waterhouse, and he is a fellow of the Institute of Chartered Accountants in England and Wales. He has a B.Com (Hons) from Liverpool University, UK. Learn more at

Steve Player
Director, BBRT North America; Managing Director, The Player Group

Steve PlayerSteve Player serves as the North America Program Director for the Beyond Budgeting Round Table (BBRT) and works with BBRT member companies to implement continuous planning processes. He has more than 30 years of experience with improving performance management and implementing strategic planning processes. He is also the Managing Director of Beyond EPS Advisors, a business consulting firm, and founder of ABM SMART. Steve is the co-author of Future Ready: How to Master Business Forecasting, as well as Beyond Performance Management and five other books. He writes the “Finance Transformation” column for Business Finance Magazine, featuring CFO interviews from leading organizations on innovative finance and planning processes.

IBM Keynote Speakers*

*Speakers will vary by city.

Doug Barton
Director, Product Marketing, Business Analytics, IBM

Doug BartonDoug Barton and his team make it their mission to understand the many challenges facing modern financial, operational and sales performance management organizations. With more than 25 years of experience in accounting, corporate finance and enterprise software, Doug helps IBM clients apply the practices and technology they need to drive breakthrough results in performance management, governance, risk and compliance processes. As Director of Product Marketing for IBM Business Analytics, he is responsible for sharing the depth and breadth of IBM software solutions to help organizations solve problems and deliver better results. Doug is a graduate of the Kellogg School of Management at Northwestern University and a Certified Public Accountant.

Jim Collins
Performance Management Strategy Executive, IBM

Jim Collins Jim Collins works closely with sales and solutions delivery teams to ensure that IBM Performance Management (PM) solutions address the enterprise or industry-specific business issues and challenges of IBM clients, as expressed by their finance and management executives. Jim has more than 35 years of experience in financial management, including holding positions of CFO and Controller. He has a background in various industries including telecom, semiconductors, consumer products, manufacturing, import/export, ethical pharmaceuticals and electronics. Jim has been in the seats of our customers and prospects. He brings valuable insight and practical, best-practice knowledge to the design, implementation and integration of IBM solutions.

Tony Levy
Business Unit Executive, Business Analytics, IBM

Tony LevyTony Levy has more than 20 years of experience working with Global 2000 organizations in the selection and deployment of enterprise solutions for operations and finance. With a background in engineering as well as a Harvard MBA, Tony brings insight and a passion for helping clients to his role as Business Unit Executive with IBM Software Solutions Group. Tony has helped organizations in a range of industries drive better business performance through the strategic application of business analytics software.

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Welcome to Finance Forum 2014!

Welcome to the IBM Finance Forum 2014. Click here to play the video.

IBM Business Analytics Summit 2014

Complimentary half-day or full-day IT events—coming soon to a city near you! Encourage your IT colleagues to register and attend. They’ll learn strategies to meet the growing demands of business leaders, while maintaining IT governance and control.