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Breakout Sessions

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New Tenant Expansion, Rapid Implementation, Redesign, and Redeployment at Teladoc Health and Best Doctor

Tuesday, May 21 2:20PM - 2:50PM Location: Joshua 1 Track: Adoption Kevin Salvaggio & Jeff Preston (Teladoc Health)
Learn how Teladoc Health uses Host Analytics and hear the pros and cons of a rapid implementation. Also learn how Host Analytics helped them manage their transition from a small private company to a mid-sized public company.

Choosing the Right Technology to Support Your Dream Team

Tuesday, May 21 3:10PM - 3:40PM Location: Joshua 1 Track: Adoption Israel Askew (ESMI), Mike Rich (OnShift), Dan Fletcher (Host Analytics)
Hear from CFOs who have been in your shoes. Join Dan Fletcher, CFO at Host Analytics, Israel Askew, CFO at Emission Monitoring Service, and Mike Rich, CFO at OnShift, for an in-depth discussion on how they evaluated and selected the right tools for their needs.

Optimize Your Host Investment with Your Customer Success Manager and Customer Success Architect

Tuesday, May 21 4:00PM - 4:30PM Location: Joshua 1 Track: Adoption Jeff Johnson & Gary Johnson (Host Analytics)
Learn how your Customer Success Manager (CSM) and Customer Success Architect (CSA) can help you get more out of your Host investment. These two unique resources, who are available to every customer, can assist with everything from driving adoption to meeting your business objectives.

Using Host as a Platform

Wednesday, May 22 2:20PM - 2:50PM Location: Joshua 1 Track: Adoption Pete Hicks (Polydeck)
Learn more about the Planning and Modeling connections, when to use the Modeling API, and how to bring it all together using SpotlightXL and SpotlightPPT.

In-house Implementation of Host Analytics

Wednesday, May 22 3:10PM - 3:40PM Location: Joshua 1 Track: Adoption Stephanie Smargon (BBX Capital)
Learn how the BBX Capital Finance Team took the lead implementing Host Analytics, creating their models and reports with minimal support from consultants.

Accelerate Adoption with Host Academy

Wednesday, May 22 4:00PM - 4:30PM Location: Joshua 1 Track: Adoption Michelle Semones (Host Analytics)
New to Host Analytics? Need to quickly learn how it works? Learn all about Host Academy, the newly-launched online learning portal. You'll hear how to find the classes that are right for you and your team, register for self-paced and instructor-led classes, and much more.

Host Customer Panel

Tuesday, May 21 9:00AM - 9:45AM Location: Joshua 7/8 Track: Mega Track Bill Peterson (Host Analytics), Glenn Snyder (Digital Realty), Andrew Freeman (Webber), Sunita Banda (ProQuest)
Learn why these great companies chose Host Analytics, how they use the platform, and what they envision for their future with Host.

Agility Matters: How Cloud-Based Planning Drives Digital Transformation

Tuesday, May 21 9:00AM - 9:45AM Location: Joshua 9/10 Track: Mega Track Doug Henschen (Constellation Research)
We’re living in disruptive times, and companies not busy innovating may soon be fending off unexpected competitors. When companies need to respond in fast-changing markets, they need timely visibility into business conditions and solid planning and forecasting capabilities. They need what-if scenario modeling capabilities to test new business models and to see the impact or new products and services. Old-school, spreadsheet-based financial planning and analysis approaches don’t cut it anymore. Hear Doug Henschen, principal analyst at Constellation Research, offer his independent take on how to evaluate next-generation, cloud-based corporate performance management (CPM) platforms that facilitate agile planning.

The Board View: How Directors See KPIs, EPM, Metrics, and Planning

Wednesday, May 22 9:00AM - 9:45AM Location: Joshua 7/8 Track: Mega Track Dave Kellogg (Independent Director, Blogger & Consultant)
With a blast from the past, former Host Analytics CEO Dave Kellogg, now a blogger, consultant, and independent director, will rejoin us to share his unique and lively perspective on what EPM looks like from the board- and C-level.  What do directors care about?  What matters most to them?  What most scares them?  At what level of abstraction do they view the business?  How do they feel about KPIs and the planning process overall?

The ROI of EPM – A Case Study in Finance and Budgeting Transformation

Wednesday, May 22 9:00AM - 9:45AM Location: Joshua 9/10 Track: Mega Track Seth Lippincott (Nucleus Research)
This session will focus on the value achieved by a customer as it moved from Excel-based budgeting and financial management to the Host Analytics platform. The session will be presented by Nucleus Research, a leading technology analysis firm specializing in calculating the return on investment (ROI) of enterprise software deployments. In the session, Nucleus will discuss methods for determining the benefits an organization realizes using a purpose-built tool for its EPM processes, as well as best practices it has captured from the hundreds of case studies it has published.

Introduction to Host Analytics Modeling

Tuesday, May 21 1:30PM - 2:00PM Location: Joshua 2 Track: Modeling Alex Craig (Host Analytics)
Whether you're new to Modeling or just want to learn more, this introductory overview will give you the how, what, and why. You'll hear how it can improve, augment, and support your organizations financial planning and budgeting to better support enterprise decision making.

Creating a Workforce Planning Cube in Modeling

Tuesday, May 21 2:20PM - 2:50PM Location: Joshua 2 Track: Modeling Tony Walek (BigCommerce)
Need better insights into the costs of your employees? Learn how BigCommerce uses Modeling to support their workforce planning. Also learn how to use Modeling to support reporting actuals at the employee level, variance reporting at the employee level, and custom headcount reporting.

Modeling Next-gen Financials for Multiple Locations

Tuesday, May 21 3:10PM - 3:40PM Location: Joshua 2 Track: Modeling Mark Schauwecker (Foundation Building Materials)
Hear how Foundation Building Materials leverages Modeling to create a one-stop shop for financial data from multiple sources previously unavailable in their legacy reporting system.

Multi-model Business Analytics

Tuesday, May 21 4:00PM - 4:30PM Location: Joshua 2 Track: Modeling Faith Nobile (Abbott Labs)
Learn how Abbott Labs uses Modeling to gain efficiencies and support better decision-making across their business.

So You Bought Modeling. Now What?

Wednesday, May 22 1:30PM - 2:00PM Location: Joshua 2 Track: Modeling Jennifer Hortz (CFO Solutions)
You've made the investment, so learn how to do more than just reporting. Join CFO Solutions for a dynamic session on how they use Modeling to solve business problems such as cash flow planning, advanced revenue planning, project planning, and more.

Modeling in the Budgeting Process

Wednesday, May 22 2:20PM - 2:50PM Location: Joshua 2 Track: Modeling Jennifer Clarke (LRW), Mark Davidson (KeenVison)
Hear how Lieberman Research Worldwide uses Modeling to model real-time changes in their business to better support executive decision-making. They'll also discuss how they use summary reporting derived from Modeling to report on data that does not come from their core planning and budgeting system.

Modeling for Driver-based Budgeting

Wednesday, May 22 3:10PM - 3:40PM Location: Joshua 2 Track: Modeling Andrew Mckenna (Huber Engineered Woods)
Learn how Huber Engineered Woods uses Modeling to improve and streamline their budgeting process. Also get insight into their problem statement and why they implemented Modeling to create a more efficient and effective planning environment.

Unleashing the Power of Breakback

Wednesday, May 22 4:00PM - 4:30PM Location: Joshua 2 Track: Modeling

Phil Conally & Ron Wicklander (Host Analytics)

Learn how the breakback feature in Modeling can give your finance team the ability to quickly back solve calculations and efficiently make top-down changes to models and forecasts.

Transforming the G&A Planning Process

Tuesday, May 21 2:20PM - 2:50PM Location: Joshua 7 Track: Planning & Budgeting Stephen Barrios (Prologis)
Hear how Prologis used Planning and Budgeting to turn a manual, black box, un-loved process into one that not only makes the day-to-day workflow better, it allows their team to harness data for advanced analytics.

Never Miss Another Deadline with Host Analytics Task Manager

Tuesday, May 21 4:00PM - 4:30PM Location: Joshua 7 Track: Planning & Budgeting Mike Leese (Host Analytics)
Stay on top of deliverables, due dates, and goals with Task Manager. Learn the key features of Task Manager, including comprehensive and effective management of all financial planning, modeling, consolidation, and reporting tasks from a single, centralized interface.

Engage and Empower Budget Owners with Host Analytics MyPlan

Wednesday, May 22 1:30PM - 2:00PM Location: Joshua 7 Track: Planning & Budgeting Holly Simpson (Host Analytics)
Learn how you can quickly engage more non-finance users in your budgeting and forecast process. Also get insight into the setup, configuration, and usage of MyPlan.

Work the Workforce Planning Cube

Wednesday, May 22 3:10PM - 3:40PM Location: Joshua 7 Track: Planning & Budgeting Craig Fitch & Benet Bartell (University of Notre Dame)
Learn why the Workforce Planning Cube is critical to the University of Notre Dame, including how it helps them handle fund transfers, contribution calculations, and complex allocations.

Get the Most Out of Host with the Top 10 New Features

Tuesday, May 21 1:30PM - 2:00PM Location: Joshua 8 Track: Buffet Track Doug Haynie (Host Analytics)
SaaS is fast! In this ever-popular session, learn how the new features and enhancements to Host Analytics will benefit you and your role.

Spoiler Alert: What's Coming to Host Analytics Consolidation

Tuesday, May 21 2:20PM - 2:50PM Location: Joshua 8 Track: Buffet Track Murali Govindarajulu (Host Analytics)
Join the Host product management team as they unveil upcoming functionality to be released in Host Analytics Consolidation.

Dynamic Reports - Tips & Tricks

Tuesday, May 21 4:00PM - 4:30PM Location: Joshua 8 Track: Buffet Track Marie Frederick (Host Analytics)
Learn the latest tips & tricks for creating dynamic reports in Host Analytics.

Get the Most Out of Host with the Top 10 New Features

Wednesday, May 22 1:30PM - 2:00PM Location: Joshua 8 Track: Buffet Track Doug Haynie (Host Analytics)
SaaS is fast! In this ever-popular session, learn how the new features and enhancements to Host Analytics will benefit you and your role.

Spoiler Alert: What's Coming to Host Analytics Consolidation

Wednesday, May 22 2:20PM - 2:50PM Location: Joshua 8 Track: Buffet Track Murali Govindarajulu (Host Analytics)
Join the Host product management team as they unveil upcoming functionality to be released in Host Analytics Consolidation.

Introduction to Host Analytics Reporting

Tuesday, May 21 1:30PM - 2:00PM Location: Joshua 9 Track: Reporting Rob Frascone (Host Analytics)
When it comes to reporting, it’s all about giving the right people the right information at the right time and in the right format. Get a high-level overview of the comprehensive Host reporting platform, and learn how you can drive business decisions by delivering meaningful information to your key stakeholders via dashboards, ad hoc analysis, formatted financial reports, and reports packaged in a variety of output options.

Tell Your Story with Host Analytics Dashboards

Tuesday, May 21 2:20PM - 2:50PM Location: Joshua 9 Track: Reporting Pamela Theriault (Host Analytics)
The most exciting part of being a finance professional is partnering with key stakeholders to drive the growth of your organization. But have you ever noticed that some of the data you show brings blank stares? Perhaps the problem is not with the data, but rather in how it's presented. Not everyone thinks in numbers, so learn how to turn your report data into meaningful visualizations with Dashboards.

Using Statistical Accounts to Increase Corporate Adoption Outside of Standard GL/Accounting Realms

Tuesday, May 21 3:10PM - 3:40PM Location: Joshua 9 Track: Reporting Kevin Salvaggio & Jeff Preston (Teladoc Health)
Learn how Teladoc Health uses statistical accounts in Host to report and analyze data that is not a direct feed from their accounting system. Then hear how it allows them to dissect their financials at a more granular level.

Shining a Spotlight on Excel-based Reporting

Tuesday, May 21 4:00PM - 4:30PM Location: Joshua 9 Track: Reporting Michael Zambetti (National DCP, LLC)
Hear how National DCP puts the user-friendly Spotlight query tool to develop external dynamic reports without restrictions. Also learn how to create charts, tables, and dashboards that update with the click of a button and how to restrict editing and viewing abilities. You'll also get a sneak peek at recent updates for Host SpotlightPPT and SpotlightWord.

Introduction to Host Analytics Reporting

Wednesday, May 22 1:30PM - 2:00PM Location: Joshua 9 Track: Reporting Rob Frascone (Host Analytics)
When it comes to reporting, it’s all about giving the right people the right information at the right time and in the right format. Get a high-level overview of the comprehensive Reporting platform, and learn how you can drive business decisions by delivering meaningful information to your key stakeholders via dashboards, ad hoc analysis, formatted financial reports, and reports packaged in a variety of output options.

Automating Reports in Excel

Wednesday, May 22 2:20PM - 2:50PM Location: Joshua 9 Track: Reporting Andrea Sorenson (YMCA of the Greater Twin Cities)
Learn how the YMCA of the Greater Twin Cities uses Host Excel-based reporting to make accurate recurring reports that refresh in a snap. You'll hear how they pull together budget and forecast data in real-time and merge it with sales data for unmatched organizational agility.

Building Dynamic Presentations in PowerPoint and Word with Host Analytics Spotlight for Office

Wednesday, May 22 3:10PM - 3:40PM Location: Joshua 9 Track: Reporting Susan Frederick (Host Analytics)
Learn how to harness the power of Spotlight for Office to create dynamic reports right within Microsoft PowerPoint and Microsoft Word.

Automating Monthly Variance Reporting

Wednesday, May 22 4:00PM - 4:30PM Location: Joshua 9 Track: Reporting Joanne Rosal & Kellie Lane (Grand Canyon Education)
Hear how Grand Canyon Education automated their monthly variance reporting with a Boomi integration and Host Reporting. Now GCE's Finance Office spends their time analyzing data trends instead of spending time creating month end reports.

How to Get Executive Buy-in on Your Big Ideas

Tuesday, May 21 1:30PM - 2:00PM Location: Joshua 10 Track: Thought Leadership Lee Johnston (LT Apparel), Brian Martell (Host Analytics)
Good ideas get funded. Learn how to manage up the organization and present your big ideas so your projects get funded every time.

Our Journey Through the Transformation of Finance

Tuesday, May 21 2:20PM - 2:50PM Location: Joshua 10 Track: Thought Leadership Simon Reed (Amex GBT)
Learn why Amex GBT selected Host Analytics to support their transformation of finance and hear their plans for implementation.

Break Barriers by Modeling Operational Data

Tuesday, May 21 3:10PM - 3:40PM Location: Joshua 10 Track: Thought Leadership Brian Barnett (UHY)
Break the barriers of organizational silos by integrating financial and operational models together with the power of Modeling. See how Modeling helped UHY, a long-time Host customer, rethink what the application could do. Learn why they chose to stay with Host and use Modeling instead of Oracle’s Hyperion Suite and see the leading-edge practices they put in place. And, hear why Host isn’t just for the office of the CFO anymore!

Unleashing Host on Host

Tuesday, May 21 4:00PM - 4:30PM Location: Joshua 10 Track: Thought Leadership Stacy Sprotti & Maria Cherry (Host Analytics)
At Host, we don't just talk the talk, we walk the walk. Learn how the Host finance team is using our platform to drive success inside our own company.

Integrating Host Analytics in a Rapidly Changing M&A Environment

Wednesday, May 22 1:30PM - 2:00PM Location: Joshua 10 Track: Thought Leadership Shane Riddle (Planar Systems, Inc.)
Leveraging EPM while in an quickly changing environment increases efficiency and reduces pain. Join this session to learn how Planar Systems uses Host to stay agile and maintain a fast pace.

ProQuest’s Journey on Financial Consolidation and Analytics

Wednesday, May 22 2:20PM - 2:50PM Location: Joshua 10 Track: Thought Leadership Asif Tirosh & Andrew J. Stalk (ProQuest)
ProQuest’s Journey to revisit the tools and applications to enable proactive guidance, spend energy on higher value analysis and insights, rapidly act on analytical request and the necessity to do more with limited resources.

Unleashing Host on Host

Wednesday, May 22 4:00PM - 4:30PM Location: Joshua 10 Track: Thought Leadership Stacy Sprotti & Maria Cherry (Host Analytics)
At Host, we don't just talk the talk, we walk the walk. Learn how the Host Finance team is using our platform to drive success inside our own company.

UHY Workshop: Real-world Use Cases Leveraging New External Source Models

Tuesday, May 21 1:30PM - 2:10PM Location: Joshua 3 Track: Workshops Beth Dester (UHY)
In the real world it can sometimes be difficult to take an abstract concept and turn it into a practical tool. During this workshop, you'll learn how to leverage the new transaction-level functionality in Modeling using External Source Models. You'll also learn how to apply new tools to implement date drivers in the real world and use Analyze to pivot on the results.

UHY Workshop: A Picture is Worth 1,000 Words: Dashboards to Drive Your Business

Tuesday, May 21 2:20PM - 3:00PM Location: Joshua 3 Track: Workshops Pete Dwyer (UHY)
Dashboards are pictures that provide essential knowledge at a glance to help you drive your business forward. During this workshop you'll learn how to build a department-level dashboard you can deploy right away. You'll also learn how to leverage custom members to easily show variance to plan as a table to graph on your dashboard, and you'll master the settings feature to personalize your dashboard components.

CFO Solutions Workshop: How Host Analytics MyPlan Can Help Your Plan

Tuesday, May 21 3:10PM - 3:50PM Location: Joshua 3 Track: Workshops Jon Coppi & Jennifer Hortz (CFO Solutions)
Join CFO Solutions to learn how to use MyPlan to help business users master the simplified data entry experience. You'll interact with the interface, make changes to budgets, and save the results. At the end, you'll walk away with a good understanding of how the application works and how teams can benefit from MyPlan.

UHY Workshop: Real-world Use Cases Leveraging New External Source Models

Wednesday, May 22 1:30PM - 2:10PM Location: Joshua 3 Track: Workshops Beth Dester (UHY)
In the real world it can sometimes be difficult to take an abstract concept and turn it into a practical tool. Learn how to leverage the new transaction-level functionality in Modeling using External Source Models. Also see how to apply new tools to implement date drivers in the real world and use Analyze to pivot on the results.

UHY Workshop: A Picture is Worth 1,000 Words: Dashboards to Drive Your Business

Wednesday, May 22 2:20PM - 3:00PM Location: Joshua 3 Track: Workshops Pete Dwyer (UHY)
Dashboards are pictures that provide essential knowledge at a glance to help you drive your business forward. Learn how to build a department-level dashboard you can deploy right away. Also learn how to leverage custom members to easily show variance to plan as a table to graph on your dashboard, and you'll master the settings feature to personalize your dashboard components.

CFO Solutions Workshop: How Host Analytics MyPlan Can Help Your Plan

Wednesday, May 22 3:10PM - 3:50PM Location: Joshua 3 Track: Workshops Jon Coppi & Jennifer Hortz (CFO Solutions)
Join CFO Solutions to learn how to use MyPlan to help business users master the simplified data entry experience. You'll interact with the interface, make changes to budgets, and save the results. At the end, you'll walk away with a good understanding of how the application works and how teams can benefit from MyPlan.

Engage and Empower Budget Owners with Host Analytics MyPlan

Tuesday, May 21 1:30PM - 2:00PM Location: Joshua 7 Track: Planning & Budgeting Holly Simpson (Host Analytics)
Learn how you can quickly engage more non-finance users in your budgeting and forecast process. Also get insight into the setup, configuration, and usage of MyPlan.

WG Consulting Workshop: Leveraging Host Modeling to Enhance Budget Input Templates

Tuesday, May 21 4:00PM - 4:40PM Location: Joshua 3 Track: Workshops Ethan Luedecke (WG Consulting)
Join WG Consulting for a hands-on workshop that will give you some tips and techniques for leveraging Host Modeling to enhance the functionality of standard Budgeting Templates. Included in the workshop will be a discussion of how Modeling and the core Budgeting functionality interact with one another, best practices around Model philosophy and design, as well as usage of Modeling’s writeback capabilities. Attendees to the workshop will gain the most if they have a basic working knowledge of Host Analytics Modeling.

WG Consulting Workshop: Leveraging Host Modeling to Enhance Budget Input Templates

Wednesday, May 22 4:00PM - 4:40PM Location: Joshua 3 Track: Workshops Ethan Luedecke (WG Consulting)
Join WG Consulting for a hands-on workshop that will give you some tips and techniques for leveraging Host Modeling to enhance the functionality of standard Budgeting Templates. Included in the workshop will be a discussion of how Modeling and the core Budgeting functionality interact with one another, best practices around Model philosophy and design, as well as usage of Modeling’s writeback capabilities. Attendees to the workshop will gain the most if they have a basic working knowledge of Host Analytics Modeling.

Connected Planning: How Host Analytics Planning & Modeling Unites Finance and the Business

Tuesday, May 21 3:10PM - 3:50PM Location: Joshua 7 Track: Planning & Budgeting Alex Craig (Host Analytics)
See how Planning and Modeling can unite to empower both finance and the business when you focus on connected planning.

Rolling Forecast Maintenance Best Practices

Wednesday, May 22 2:20PM - 2:50PM Location: Joshua 7 Track: Planning & Budgeting Ben Page (Host Analytics)
Wouldn't it be great to go from a five-month annual budget process to a 24-month rolling forecast? Learn the best practices for maintaining a rolling forecast with Host.

Evolution of EPM and Introduction to MyPlan

Wednesday, May 22 4:00PM - 4:30PM Location: Joshua 7 Track: Planning & Budgeting Brian Martell & Chris Howard (Host Analytics)
The role of Finance is evolving along with the tools needed to collaborate and empower business users. The days of dedicating large amounts of Finance time and resources to collect, integrate, and update budget and forecast data from budget owners will be a thing of the past. Learn how Finance can be a better partner to the business, empowering business users to run their businesses better, while making business users more accountable and reducing the strain on limited finance resources.

Set Yourself up for Success with Data Integrations

Tuesday, May 21 1:30PM - 2:00PM Location: Joshua 1 Track: Adoption Eash Iyer (Host Analytics)
Come join us for a discussion on all things data integration. Dig deeper into the functional and technical details of integrations and hear some of the lessons we have learned integrating with source systems such as SAP, Workday, Oracle and Microsoft Dynamics 365.

Connected Reporting: Bridging the information gap between systems and stakeholders

Tuesday, May 21 3:10PM - 3:40PM Location: Joshua 8 Track: Buffet Track Dominick Fatibene (Workiva) John Head (Host Analytics)
 Learn to effectively tackle the demands of managing an explosion of data and to deliver meaningful insights to decision makers -while dealing with shorter planning cycles and faster close - by seamlessly connecting data from Host Analytics to other systems and to your reports

Spotlight for Office – Building Dynamic Presentations

Wednesday, May 22 4:00PM - 4:30PM Location: Joshua 8 Track: Buffet Track Mitch Rubin (Host Analytics)
New to Host Analytics? Or do you simply want to learn how Spotlight for Office works? Attend this session to learn how Host's Spotlight for Office can make your life easier!

EPM & BI: Together But Different

Wednesday, May 22 3:10PM - 3:40PM Location: Joshua 10 Track: Thought Leadership Andy Roehr & Joel Jarrat (WG Consulting)
The line between "BI" and "EPM" is getting blurry. EPM vendors deliver dashboards while BI vendors create balance sheets. Issues include integration, master data management and security. Join this discussion about a framework for Enterprise Information Management in the data-driven enterprise.

FP&A Expert Interview

Wednesday, May 22 1:30PM - 2:00PM Location: Joshua 1 Track: Adoption

Glenn Snyder (Digital Realty),
Israel Askew (ESMI) and
Chris Howard (Host Analytics)

Come join our FP&A expert interview where insights, vision, and lessons learned around FP&A best practices will all be discussed. This session will be interactive where participants can ask questions, advice, or methodologies around various FP&A best practices.

Artificial Intelligence - Not Gonna Take Your Job Anytime Soon

Wednesday, May 22 3:10PM - 3:40PM Location: Joshua 8 Track: Buffet Track Bill Peterson (Host Analytics)
“Confused about the hype around AI/ML/RPA? Feeling like you need some help deciphering the latest acronyms? You’re not alone! Join Host Analytics VP of Product Marketing Bill Peterson to learn the basics. He’ll cover basic definitions, terminology, and trends so you can be the new office expert!”