Business Intelligence Symposium

• Relevante, Inc.

FULL DAY ON SITE SESSION TOPICS
• Registration and Continental Breakfast 07:30 – 08:00 AM
• Introductions and Welcoming Remarks 08:00– 08:10 AM
TOPIC TIME (EST)
• Deploying a Performance Management Solution to Optimize the Supply Chain Process 08:10 – 09:50 AM
• Real-Time Information to Enhance Financial Planning, Management and Control 10:05 – 11:45 AM
• Applying Intelligent Technologies to Improve Operational Efficiencies 12:25 – 02:05 PM

• Designing Dashboards – Best Practice Solutions 02:20 – 03:10 PM

• Advanced Data Presentation and Analysis 03:10 – 04:00 PM

* Continental Breakfast, Snacks & Lunch will be provided

WEBINARS

TOPIC TIME (EST)
• Designing Dashboards – Best Practice Solutions

CPE Credits - 1 – Business Management & Organization
02:20 – 03:10 PM

Featured Speakers
Steve Frederick
Strategic Account Executive
Information Builders

Steve Frederick, an accomplished Business Intelligence evangelist with more than 20 years' experience, is a Strategic Account Executive with Information Builders. Throughout his career,he has been committed to one underlying principle - helping companies create or increase value through the power of information.
Prior to his current role, Steve worked as a Systems Engineer and Regional Technical Manager for Information Builders and was instrumental in customers successfully utilizing the power of Information Builders Enterprise Business Intelligence products. Steve began his career at Eastman Kodak Company as a Business Intelligence Developer.

Clark French
President
Computer Intelligence
Clark French is the President of Computer Intelligence, provider of BI consulting services to companies such as T.Rowe Price, Capital One, and Yahoo. Mr. French has founded, built and sold two earlier BI software product companies, the first one in the mid 1980's which marketed one of the first OLAP Multi-dimensional database products in the US. This technology was sold to D&B in the 1980s. The second company was founded in the early 1990's and was sold to Sybase for $30M. This technology is now marketed as Sybase-
IQ by Sybase.

Mr. French has over 30-years of technology experience and 5 software patents on advanced database indexing and data compression to his name. These patents are used inside databases from Sybase, Oracle, Microsoft, and IBM today. Mr. French's technology is in use at companies such as American Express, American Airlines, and the IRS. The IRS data warehouse is one of the largest in the world topping 30 Terabytes. Computer Intelligence was founded in 2001 and is headquartered in Columbia, MD.

Frank Margay
Senior Account Manager
QlikTech Inc
Frank has over 20 years experience in sales and sales management in the Software and Insurance industries, with roles including solutions selling and account management of Fortune 500 and Global 2000 accounts. In his current role as Senior Account Manager, QlikTech Inc (since 2005), Frank provides solutions related to Executive Corporate Reporting, Dashboards and Analytics. He is responsible for the acquisition of new clients and account management of existing customer relationships. Frank covers the geographic territory of Pennsylvania, New Jersey and Delaware.

Kevin Hull
Managing Consultant
Relevante Inc.
Kevin J. Hull has a background in financial reporting, budgeting and forecasting, and database designing. He has been successfully deployed in the banking and manufacturing industries providing reconciliations, 10-Q reporting, and database development. He has successfully implemented streamlined processes for companies saving both time and money.
As well as being a successful consultant, Kevin is also a Managing Consultant and is responsible for assisting in the growth and development of the other bench consultants.

Prior to Relevante, Kevin worked in the credit card industry where he was the manager of the financial reporting department. He was responsible for producing executive financial reports, annual budgets, consolidated financials of 18 companies, and key metrics reporting for the operating departments. He also headed the implementation of a new financial package and streamlined processes using various database software.

Kevin has an M.B.A. from DePaul University in Chicago and currently resides in West Grove, PA with his wife and two daughters.

Peter Brassington
Director
LiquidHub
Peter Brassington is a Director at LiquidHub and leader of the Data & Business Intelligence Center of Excellence. His areas of expertise include Data Warehousing, Business Intelligence, Portals, and Data Architecture. He has led implementations of many Large Data Warehouses and Business Intelligence Solutions. His Data Warehousing experience spans the entire DW Lifecycle including dimensional modeling, architecture of OLAP models (ROLAP and MOLAP), and ETL experience with multiple source and target destination types. (Excel, Flat Files, SQL Server, XML, Oracle, DB2, ...) He has over 15 years of experience in many different vertical industries including Life Sciences, Utilities, Retail, Manufacturing and Financial.

Peter has extensive experience with Large Databases, Application Servers and related technologies. Peter is a frequent presenter at various conferences and user groups including ODTUG, AOTC, OraTechs, NYOUG, and NJOUG. His white papers have also been featured in SELECT journal, OTN and the NYOUG newsletter where he has won Best Paper. Prior to joining LiquidHub, Mr. Brassington was Vice President of Technology at MFG Systems Corporation where he led all delivery. He received his dual BS in Computer Science and Mathematics from College Misericordia, and has a Masters degree in Industrial and Systems Engineering from Rutgers University.

TOPICS
Deploying a Performance Management Solution to Optimize the Supply Chain Process

• Overview of the critical steps within the supply chain process.
• Identify the various inefficiencies and subsequent exposure to losses in an inefficient work environment.
• Case study demonstrating best practices utilizing systemic controls and maximizing efficiencies.
Time 08:10 – 09:50 AM (EST)
CPE Credits 2 - Production
Learning Objective Be able to identify and develop performance measurement tools to optimize supply chain management.
Speaker Steve Frederick
Strategic Account Executive
Information Builders
Real-Time Information to Enhance Financial Planning, Management and Control

• Overview of the financial analysis and subsequent decision processes.
• The importance of leveraging real-time data when making critical business decisions.
• Presentation on business scenarios and competitive advantages gained utilizing real- time data.
Time 10:05 – 11:45 AM (EST)
CPE Credits 2 - Finance
Learning Objective Recognize the impact of using comprehensive, consolidated real-time financial analysis to assess organizational performance.
Speaker ORACLE
Applying Intelligent Technologies to Improve Operational Efficiencies

• Outline highlighting the management of critical business processes in complex environments.
• Identify the Key Performance Indicators (KPI’s) that affect an organization’s profitability.
• Presentation on methodologies for applying intelligent technologies focused on bottom line results.
Time 12:25 – 02:05 PM (EST)
CPE Credits 2 – Business Management & Organization
Learning Objective Be able to use technology in the development, presentation and timely distribution of Key Performance Indicators (KPI's) that assist various process areas and management levels in maximizing operational efficiencies.
Speakers Clark French Frank Margay
President Senior Account Manager
Computer Intelligence Qlicktech Inc
Designing Dashboards - Best Practice Solutions

• Overview of the planning process for dashboard reporting – stakeholders and facilitators.
• Identify the required components for effective reporting.
• Presentation on integrating enterprise data and the importance of timing and deliverables.
Time 02:20 – 03:10 PM (EST)
CPE Credits 1 – Business Management & Organization
Learning Objective Master the elements of good dashboard design and presentation that enhance operational effectiveness.
Speaker Kevin Hull
Managing Consultant
Relevante Inc.
Advanced Data Presentation and Analysis

• Overview of standard reporting and presentation formats.
• The importance of recognizing the “audience” and understanding their needs.
• Program on presentation methodologies defining critical trends and patterns.
Time 03:10 – 04:00 PM (EST)
CPE Credits 1 - Business Management & Organization
Learning Objective Recognize the importance of presentation methodologies for optimizing reporting of critical trends, patterns and relationships across Key Performance Indicators (KPI's).
Speaker Peter Brassington
Director
LiquidHub Inc.