Embed Size (px)
Citation preview
Corporate Performance & Transparency 2015
The business cycles from growth to maturity or crisis,
advancing competitiveness across corporate value chains
Fabrizio Olivares Vice President Finance Group
David Carvalho Senior Vice President & General Manager
Anders Magnusson Chief Financial Officer
Rosa Querol Vice President & CFO
David Pérez Hidalgo Chief Financial Officer
Peer Bueller FP&A Director
Mehdi Alaoui EMA & Offshore Finance Director
Jerôme Montant Head of Strategic Planning
Maurice Verhagen Senior Director – Head of Reporting
Felipe Florez-Arango Head of Business Planning & Analysis - Region Europe
Fernando Pedraza Country Sector Controller
Antonis Intzekaras Country Group Auditor
KEY SPEAKERS
Thursday 17th & Friday 18th of September 2015
6th edition Hotel 1898 ***** Barcelona, Spain
Understanding Business Cycles Successful Implementation & Value Creation
Impact of New Technologies
You will learn
Corporate Performance Management Radical Transformation
Business Intelligence to Improve Business Performance
High Performance Sales Organization
Strategic & Risk Impact: Management Information & Budgeting
Reporting Development – Evolving needs in a Changing Business
Successful Performance Management Implementation
Beyond Budgeting – a New Model for New Business Realities
Investing Resources in Key Areas
Optimising Financial and Operational Processes
Using Data Analytics to Maximize Performance
The Role of Controller in Strategic Direction
Next Generation Reporting Management Planning
Managing the complexity of a Performance Management Framework
Sponsors Gold Cocktail Silver
Institutional & Media Partners
Testimonials from Previous Editions
“Good communication on event and well organized” Barclays
“Very good, keep this way” AXA
“Good variety of speakers and topics” EASYJET
Including a site visit to Bayer EuroServices and a Cocktail & Dinner to continue your networking
activity in an informal environment
Corporate Performance & Transparency 2015
The business cycles from growth to maturity or crisis,
advancing competitiveness across corporate value chains
Day 1 – Thursday 17th September 2015
11:00 Coffee & Networking time
12:15 Case Study Reporting development - Evolving needs in a changing business
Aligning content with strategy
Effective Communication
Managing the reporting burden – “You’ve never asked for this before!”
Best tools for the job
Balancing needs: speed versus content; flexibility versus standardization
Peer Bueller Director Financial Planning & Analysis Booking.com Booking.com is the world leader in booking accommodation online. Each day, over 800,000 room nights are reserved on Booking.com. The Booking.com website and apps attract visitors from both the leisure and business sectors worldwide. Booking.com is available in more than 40 languages, and offers over 627,639 properties in 211 countries. The company employs more than 8,600 people worldwide.
PERFORMANCE & TRANSF ORMATION MANAGEMENT THROUGH BUSINESS CYCLES
15:15 Case Study Managing the Complexity of a Performance Management Framework
The benefits of the chosen approach
The advantages of integrated management frameworks
The challenge of defining report content
The value of an empowered organization Felipe Florez-Arango Head of Business Planning & Analysis - Region Europe Novartis Pharma AG Novartis is a Swiss multinational company with operations in more than 150
countries. It provides innovative healthcare solutions that address the evolving
needs of patients and societies. Novartis offers a diversified portfolio to best meet
these needs: innovative medicines, eye care and cost-saving generic
pharmaceuticals. Novartis is the only global company with leading positions in these
areas.
16:00 Coffee & Networking time
17:15 First Day Closing Remarks from the Chairman
08:30 Registration and Coffee 09:00 Opening Remarks from the Chairman: Felipe Florez-Arango,
Novartis Pharma 09:15 Welcome from Barcelona City Council, Francesc Mirón
13:00 Lunch and Networking Time
09:30 Case Study Reaching High Performance in Sales Organization
Fields Sales Force Effectiveness – What gets measured gets done - Guidelines and KPIs
Key Account Management – Understanding your customer, planning and measuring your performance
David Carvalho Senior Vice President & General Manager Revlon Revlon is a global color cosmetic, hair color, beauty tools and beauty care
products company whose vision is glamour, excitement and innovation through
high quality products at affordable prices. Revlon is one of the strongest brand
franchises in the world. The company employs more than 6,800 worldwide.
11:30 Case Study Transformation in Philips: Addressing Performance Management End-to-End
Harmonizing reporting: One performance language; standardizing the data used and the way of visualizing
End to End value tracking: how to unlock and track value in a holistic manner - Enterprise Value Map / Value Driver Tree
Actionable insights Maurice Verhagen Senior Director - Head of Reporting Philips Philips is a Dutch diversified technology company headquartered in Amsterdam with primary divisions focused in the areas of Healthcare, Consumer Lifestyle and Lighting.. It is one of the largest electronics companies in the world and employs around 122,000 people across in more than 60 countries.
10:15 Case Study Integrated Business Planning Model Issues of demand planning standard process
Issues of financial planning standard process
The new integrated solution
How to achieve the “One number”
Objectives & Benefits Flavio Caruso Financial, Planning & Analysis Director Merck Merck Sharp & Dohme (MSD) outside the United States and Canada is an American pharmaceutical company and one of the largest pharmaceutical companies in the world. The company employs more than 76,000 people worldwide.
14:30 Case Study Leading through Adversity: How Performance Management and Efficiency Focus can help to Face Macroeconomics Crisis
Creating a culture of transformation and productivity:
Performance management tools to drive initiatives to transform the business
Link cost and productivity tracking to management strategy
Managing change and keep people engaged: organization health survey
Rosa Querol Vice President & CFO PepsiCo PepsiCo is the second largest food and beverage business in the world, with net revenues of more than $65 billion and a product portfolio that includes 22 brands that are distributed across more than 200 countries and that generate more than $1 billion each in annual retail sales. The company employs approximately 274,000 people worldwide.
Site visit & Networking Cocktail
Axiom Groupe is delighted to invite all participants to visit one of the Barcelonas’ SSC sites. During this site visit you will have the opportunity to learn the key successful
factors of one of the four Bayers’ Group SSC.
To continue with your networking activity Axiom Groupe is pleased to invite you to the Dinner & Cocktail in IESE
business school.
To confirm your participation please contact our Operations Director Siobhan Cooney:
16:30 Case Study Managing transformation toward a natively digital sales distribution network:
Cross-channel implementation
Network distribution evolution
Business intelligence
Competencies and organizations Jerôme Montant Head of Strategic Planning Orange Orange is one of the largest operators of mobile and internet services in Europe and Africa. Is the global leader in corporate telecommunication services. The company employs more than 164,000.
Corporate Performance & Transparency 2015
The business cycles from growth to maturity or crisis,
advancing competitiveness across corporate value chains
11:00 Coffee and Networking time
12:15 Round Table This round table will allow speakers and delegates to exchange their ideas, benchmark and cover the following topics: Beyond Budgeting
The problems with traditional management
Beyond Budgeting - a new model for new business realities management and leadership principles for a complex knowledge organization
Redefining performance - dynamic and relative targets and a holistic performance evaluation
Dynamic resource allocation and no budgets
Peer Bueller, FP&A Director, Booking.com
11:30 Case Study Extending Business Performance Management to all within the Organization
Implementing a strategy successfully: the involvement of every player is critical
Translating a strategy into concrete individual actions
Reporting for accountability and responsibility
The evolving role of finance in the new environment Mehdi Alaoui EMA & Offshore Finance Director Alstom Alstom is a global leader in power generation, power transmission and rail infrastructure, listed on the Paris Bourse. The Group is present in over 100 countries and employs 93,000 people. Alstom's three business areas are organized in four sectors – Thermal Power, Renewable Power, Grid and Transport.
17:15 Closing remarks from the Chairman and end of the Conference
13:00 Lunch and Networking Time 08:45 Registration and Coffee 09:15 Opening Remarks from the Chairman: Fabrizio Olivares,
Lafarge
Day 2 – Friday 18th September 2015
BUSINESS PERFORMANCE MANAGEMENT
THE ROLE OF THE CONTROLLER / RI SK BASED AUDITING & TRANSFORMATION IN DI STRIBUTION NETWORK
09:30 Case Study Maintaining focus in performance management during a turbulent merger process
Lafarge context
Lafarge-Holcim merger project
Key dates
Project organization
Risks and mitigations Fabrizio Olivares Vice President Finance Group Lafarge Lafarge is a French industrial company specializing in three major products: cement, construction aggregates, and concrete. The company has become a world leader in building materials. The company employs more than 64,000 people worldwide.
10:15 Case Study Next Generation Reporting Management Solutions and Online Reporting
The field we are playing in
Machines & Humans Beings
New trends: D.I.Y.
We know the future (already) Fernando Pedraza Country Sector Controller Siemens Siemens AG is a German multinational conglomerate company headquartered in Berlin and Munich. It is the largest engineering company in Europe. The principal divisions of the company are Industry, Energy, Healthcare, and Infrastructure & Cities, which represent the main activities of the company. The company is a prominent maker of medical diagnostics equipment. It employs 343,000 people worldwide and reported global revenue of around €71.9 billion in 2014 according to their annual report.
14:30 Case Study Risk-Based Auditing: Redesign Auditing Processes
Auditor’s key role in corporate strategic planning Why prioritizing risks?
Identifying, assessing and responding to risks Benefits risk-based auditing VS traditional compliance-
based auditing
Developing the relationship between Corporate Governance and audits.
Antonis Intzekaras Country Group Auditor Coca Cola Hellenic Coca-Cola HBC is one of the largest bottlers of The Coca-Cola Company’s products in the world, and the largest based in Europe. Coca-Cola HBC's product line includes a diverse range of ready-to-drink non-alcoholic beverages. Coca-Cola HBC operates in 28 countries in 3 continents, and employs 38,000 people.
15:15 Case Study The Role of Controller in the Strategic Direction
The Controller as a key informer for going in the right direction
Recognizing a business partner through controlling
Automatization of controlling and financial transformation Anders Magnusson CFO Volvo Group The Volvo Group is a Swedish multinational manufacturing company
headquartered in Gothenburg. Its principal activity is the production, distribution
and sale of trucks, buses and construction equipment. Volvo also supplies marine
and industrial drive systems and financial services. The company employs more
than 110,000 worldwide.
16:00 Coffee & Networking time
AXIOM GROUPE
Would like to thank everyone who has helped
with the research and the organization of Axiom
Groupe Conference; particularly to the Speakers
for their continued support and commitment.
16:30 Case Study Corporate Performance Management Radical Transformation
Radical transformation of CPM: Change management implications
Learning how to implement a strategic vision
Measuring vital signs of your organization
Linking performance reporting to management strategy David Pérez Hidalgo Chief Financial Officer Walgreens Boots Alliance Walgreens Boots Alliance is a American holding company that owns a number of
pharmaceutical manufacturing, wholesale and distribution companies. The
combined business has operations in over 25 countries and employs more than
370,000 people.
Corporate Performance & Transparency 2015
The business cycles from growth to maturity or crisis,
advancing competitiveness across corporate value chains
Fabrizio Olivares Vice President Finance Group Lafarge
Fabrizio Olivares is since 2008 a VP Finance of Lafarge Group and supervises countries covering about one third of the world. He has more than 20 years experience in financial management and international controlling with major US and European Companies running diversified businesses and complex organizations. His most recent roles prior to Lafarge have been Director of Controlling for Inergy Automotive Systems, Head of Investor Relations for Rhodia, EMEA Controller for Ingersoll-Rand's Industrial Equipment Division, Distribution Controller South Europe for the Radio Division of Motorola. Presently based in Paris, Fabrizio has worked in several EU countries; he is an italian national and is a graduate in business administration of the Bocconi University in Milan.
David Carvalho Senior Vice President & General Manager Revlon
David is responsible for the worldwide non-affiliate business, where Revlon Consumer operates via representatives, which includes important West European markets, all of Eastern Europe and the Middle-East, and most of Latin America, Asia and Africa. Also responsible for the worldwide Travel Retail business (Duty Free) and the Revlon licensing. He has experience mostly in consumer goods but also with medical devices, food and in the airline industry; in global, regional and local positions; having lived in 5 different countries (USA, Spain, France, Italy and Brazil), in 3 different continents; and visited over 50 countries for business. Before joining Revlon he worked previously for Alitalia and Johnson & Johnson.
Rosa Querol Vice President & CFO PepsiCo
Rosa has a BBA &MBA by ESADE Business School (Barcelona) and Master of international Management by Thunderbird School of Global Management (Arizona-USA). After MBA started working in PepsiCo. Had been in different positions within Finance: Planning, Audit, Controller, CFO. Also hold a variety of European roles, such as Western Europe Planning VP and South Europe CFO. Currently she is Finance Vice-president and CFO for South West Europe . Passionate Senior executive with more than 25 years experience in FMGC. Last 17 years being in company executive boards leading strategic and operational Finance agenda across different European countries . Solid Finance corporate skills with strong business acumen as well as strategic mind-set . Proven ability to lead transformation and managing change thru adversity and complex environments . Ability on finding practical solutions to successfully overcome barriers . People oriented , used to manage directly large teams (+300) like to be close to them , understand their needs to help them to grow ,develop themselves and be highly motivated. Like challenges and be part of a team where trust , integrity and commitment is part of the core value. Multilingual: Catalan , Spanish, English , French and Portuguese.
David Pérez Hidalgo Chief Financial Officer Walgreens Boots Alliance
David is currently the CFO for Walgreens Boots Alliance. Previously after studies at the IESE , the University of Barcelona and the University of California, David started to work as a Senior Auditor at PricewaterhouseCooper. In 2001 he joined Danone. There he occupied several positions such as Sales, Marketing and Supply Chain Controller, Business Controller, VP Finance & CFO for Danone Waters of America and CFO Danone Waters in Spain. In 2013 joined Walgreens Boots Alliance as CFO of all the operation in Spain.
Peer Bueller FP&A Director Booking.com
Peer Bueller is the Director of Financial Planning and Analysis at Booking.com. His specialism is financial planning, reporting, and business development. He spent the vast majority of his professional life in the internet sector, analyzing and planning high growth, and high uncertainty dynamics in rapidly changing businesses. He is pretty fanatic about visualization, communication and leading empowered and inspired teams. He is an avid husband, father and alpinist.
Flavio Caruso FP&A Director Merck
Flavio is the Financial, Planning & Analysis Director of MSD Italy. He is responsible for consolidating the company actual results and for all the activities related to planning & forecasting processes. Before joining Merck in 2012, he worked in various multinational companies with increasing responsibilities in Finance and Management positions such as Barilla, LVMH and Whirpool EMEA. Flavio holda a degree in Business Administration from La Sapienza University in Rome cum laude.
Fernando Pedraza Country Sector Controller Siemens
Fernando has almost 30 years of Business Administration experience and more than 20 as CFO in national and, mostly, multinational environment. He is nowadays the Country Sector Controller for Siemens Healthcare in Spain. Along his professional career he has been working in various industrial and services sectors: real state, local TV channel, high tech, engineering civil works, building technologies and healthcare what gave him a broad view on different business models and market types. From time to time fully involved in carve ins and carve outs, mergers and company sales, he is leading now the “independency” of Siemens Healthcare business into a separate legal entity.
Antonis Intzekaras Country Group Auditor Coca Cola Hellenic
Antonis joined Coca Cola Hellenic at 2007.As Fixed Assets Officer in Greek Operation, he had responsibilities related to accuracy of fixed assets balances and CAPEX controlling. In his next position as Credit Control Supervisor in CCH Greece, he was responsible for the update of the credit control policy, handling major customer receivables accounts. In 2014 he joined Coca Cola BSO in Sofia as a Team Leader in the Accounts receivables and Credit Management stream providing service for Greek and Cypriot Operation. Currently, as a Corporate Group Auditor he performs Audit Checks and ensure compliance with the Group Policies across all CCH entities.
Biographies
Corporate Performance & Transparency 2015
The business cycles from growth to maturity or crisis,
advancing competitiveness across corporate value chains
Jerome Montant Head of Strategic Planning Orange
Jerome is responsible for sales strategy analysis and coordination of transformation plan for Orange France since 2011. He has acquired expertise on multi-canality, innovation and technology and customer relationship management. He has been a key actor in the planning of the network distribution optimization and the cross-channel implementation in Orange in order to match the customers behaviors and objectives of the company. Before joining Orange France, he contributed to the innovation portfolio definition for Orange Group top management. Previously, Jerome worked as a R&D engineer for the Orange Labs where he performed research on mobile networks dimensioning. He was also an international consultant contributing to mobile and fixed networks deployments in Europe and AMEA. He holds a telecom engineering degree and likes to explore new territories.
Felipe Florez - Arango Head of Business Planning & Analysis – Region Europe Novartis Oncology
Felipe A. Florez-Arango’s 18-year international career spans across Europe, the U.S., Latin America, Middle East and Asia and is underscored by his contributions in improving the financial, competitive, and operational performance of companies. For the last several years Felipe has been at Novartis Pharma, AG, where he has repeatedly been received the company’s Select Award (top 5% of employees) for improvements in profit performance, productivity, reporting, working capital management, cash flow management, portfolio optimization and talent development. Felipe began with Novartis as the Chief Finance Officer for the company’s Established Medicines Global Business Unit. He over-delivered all KPIs through his efforts in process improvement, portfolio rationalization and impairment testing, and cross-divisional product development and line extensions. Before joining Novartis Felipe spent two years at General Electric – Aero Energy. Felipe previously served as Finance & Strategic Planning Manager at Steelscape. He had joined Steelscape from a seven-year tenure at Procter & Gamble.
Mehdi Alaoui EMA & Offshore Finance Director Alstom
Mehdi started his career in Paris in audit firms in 2001, first in Grant Thornton and then in KPMG. He developed a strong financial expertise serving many Multi-National Companies. In 2007, he joined Alstom Corporate Internal Audit where he managed multi-cultural teams and the Kuala Lumpur office set up. Audits covered Alstom 4 Sectors as well as M&A, post-acquisition and assistance to the management assignments. . In October 2009, he joined the newly created Wind Business as controller and supported the implementation of Group processes and management cycles. In March 2013, he was promoted Nuclear Products Group Finance Director based in Paris and in September, he joined back Renewable Business as Wind Finance & IS Director for EMA and Offshore Regions. He was born and raised in Morocco, lived in France, China and Spain. Is a French Certified Public Accountant (Expert Comptable Diploma). Mehdi has followed a Program for Leadership Program at IESE Business School Barcelona in 2014. Mehdi is also a Certified Internal Auditor and holds a Modern Chinese Diploma from Beijing Language & Culture University.
Maurice Verhagen Senior Director – Head of Reporting Philips
Maurice is Senior Director, Head of Reporting Service at Philips. In this role Maurice is responsible for the governance, design and delivery of actionable business insights to the Philips Businesses, Markets and Functions. Prior to this role, Maurice was responsible for standardizing performance measurement at Philips. He drove the standardization and simplification of the Planning & Performance Cycle across the main process domains (Idea-to-Market, Market-to-Order, Order-to-Cash). Maurice has an Executive MBA from TIAS -the leading business school in The Netherlands- and a BSc in Information Management. He has served in various leadership roles in Financial Services (De Lage Landen/Rabobank), Consumer Products and High-tech Manufacturing (Royal Philips). Maurice brings in relevant experience in Business Insights, Analytics, Corporate Performance Management and Reporting.
Corporate Performance & Transparency 2015
The business cycles from growth to maturity or crisis,
advancing competitiveness across corporate value chains
Sponsors
GOLD SPONSOR
UPCOMING EVENTS
Shared Services Centers – 10th
edition 17
th & 18
th of September 2015, Barcelona
Working Capital Management- 4
th edition
22nd
& 23rd
of October 2015, Barcelona
Human Resources Business Partnering 26
th & 27
th of November 2015, Barcelona
Behavioural Safety - 5
th edition
26th
& 27th
of November 2015, Barcelona
Sponsorship Opportunities
If you wish to develop your brand identity, reinforce preference for your products or services in International markets. Please, contact:
Barcelona City Hall - The Ajuntament de Barcelona, through the Area of Economy, Enterprise and Employment, is in charge of projects aimed to develop projects and programs to support entrepreneurship, businesses, professional improvement and creation of employment. Barcelona understood right the needs in the processes of centralizing operations. That it is why, many major companies and multinationals have centralized their information processes (payrolls, IT, finance, marketing, management control, etc.) in Catalonia, which is currently home to 7,000 contact center positions and employs over 10,000 professionals.
Cocktail (in IESE Business School)
You will be able to discover the premises of IESE School and the surrounding view of Barcelona. Furthermore, it will be an excellent opportunity to enjoy a
great selection of cold and hot food while meeting and networking with your peers.
Do not miss this exclusive cocktail organized especially for you!
COCKTAIL SPONSOR
IESE Business School is one of the world's top ten global business schools and has pioneered graduate management education in Europe over 50 years. IESE provides open enrollment programs for each career step. From functional managers through to CEOs of global companies, IESE offers programs in a range of locations, formats and languages designed to help participants develop new leadership capabilities, improve strategic thinking and drive effective organizational change. IESE was ranked #1 worldwide in Executive Education by FT in 2015.
SILVER SPONSOR
The EOS Group is one of the leading international providers of customised financial services. Its core business is receivables
management. EOS stands for high-quality debt collection in order to protect creditors as well as consumers. With over 9,500
employees and more than 50 subsidiaries, EOS provides services for 20,000 clients in more than 25 countries around the
world. By being connected to an international network of partner companies, the EOS Group offers customers access to
resources in more than 140 countries on all continents. The key target sectors are banking, insurance, utilities,
telecommunications and IT companies.
Corporate Performance & Transparency 2015
The business cycles from growth to maturity or crisis,
advancing competitiveness across corporate value chains
*Logistic details
17:15 Meeting point at the hotel reception desk
17:30 Coach departs
17:45 Arrival to Bayer EuroServices & Registration (Avda. Baix Llobregat 3-5, 08970 Sant Joan Despí)
18:45 End of the site visit.
The bus will take you directly to the cocktail venue, IESE premises, in order to attend to the cocktail and dinner, in a more relaxed environment
alongside Barcelona landscape.
BAYER EUROSERVICES
Axiom Groupe in collaboration with Bayer is organizing a visit to Bayer EuroServices.
Thanks to one of our speakers, Marc Ferré Hausmann, Global Service Delivery Manager at Bayer EuroServices,
we are jointly delighted to invite all the participants to experience one of the four Bayer Group Shared Services
Centers, here in Barcelona.
About Bayer EuroServices EuroServices Bayer, S.L. is the Service Center in Barcelona that provides Accounting Front Office services for
Western & Southern European and Latin American partners in 10 different languages.
The product portfolio includes Projects, IT and Controlling Services that, along with the Integrated Centers of
Expertise, have a global span.
