Vision 2013 - Conference Guide

Vision2013Drive Growth. Manage Risk. Optimize Performance.
May 19-22, 2013 l JW Marriott Grande Lakes, Orlando, Florida
Preliminary Conference Guide

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Vision2013 May 19-22, 2013
Table of Contents
Introduction 3
Agenda at a Glance 4
General Sessions 5
Domain Keynotes 7
Elective Sessions 8
Financial and Operational Performance Management 10
Financial Governance and Disclosure Management 20
Sales Performance Management 26
Risk Management 32
Buy-side Risk Management 32
Sell-side Risk Management 34
Cross-industry Risk Management 36
Operational Risk Management 40
Hands-on Labs 43
Workshop Sessions 45
Usability Sandbox Sessions 47
Networking 50
IBM Demo Lounge 52
Registration Information 59

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ibm.com/software/analytics/vision
Introduction
Vision 2013 is the premier global conference for finance, risk and compliance professionals, and incentive
compensation specialists. This three-day event offers you the chance to hear real-world case studies presented
by organizations like Aviva, Fifth Third Bank, San Diego Gas & Electric, MassMutual Financial Group, Shaw
Industries and many others. It features thought-provoking keynote speakers, engaging customer success
stories and entertaining networking opportunities.
This guide lists session tracks and elective sessions offered at Vision 2013.* It will familiarize you with the
breadth of content provided at the conference and help you plan your schedule. You can use it to review the
more than 100 educational sessions, hands-on labs and workshops covering finance, risk management,
regulatory compliance, incentive compensation management and more. Also visit our online Session
Preview Tool, ibm.com/events/tools/vision/vision2013ems/sessions, to get an up-to-the-minute view of
what’s available and to plan your conference experience.
The Vision 2013 Session Preview Tool enables you to:
• Find sessions by product, keyword, track, audience, session level or date
• Identify sessions that are eligible for NASBA CPE credits
• Email a list of sessions as a PDF file to others in your organization to justify approval for attendance or
encourage others to attend
At Vision 2013, you’ll find an onsite IBM Demo Lounge, showcasing software and service offerings from IBM
and our Business Partners. Plus, you’ll enjoy extensive opportunities to network with peers, colleagues and
product experts — including a networking reception, offsite special event and Birds of a Feather lunches.
We hope you will join us at Vision 2013!
*Content is subject to change.

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Vision2013 May 19-22, 2013
Agenda at a Glance
Sunday, May 19
1:00 p.m. – 8:00 p.m. Registration open
6:00 p.m. – 8:00 p.m. Welcome reception and Demo Lounge
Monday, May 20
7:00 a.m. – 6:00 p.m. Registration
8:30 a.m. – 10:30 a.m. Opening general session
10:30 a.m. – 1:00 p.m. Demo Lounge
11:00 a.m. – 12:00 p.m. Sales Performance Management Domain Keynote and Elective Sessions
12:00 p.m. – 1:00 p.m. Lunch
1:00 p.m. – 2:00 p.m. Performance Management Domain Keynote and Elective Sessions
2:10 p.m. – 3:10 p.m. Risk Management Domain Keynote and Elective Sessions
3:00 p.m. – 3:45 p.m. Demo Lounge
3:45 p.m. – 4:45 p.m. Elective sessions
Tuesday, May 21
7:00 a.m. – 6:00 p.m. Registration
8:30 a.m. – 10:00 a.m. General session
10:00 a.m. – 10:30 a.m. Demo Lounge
10:30 a.m. – 11:30 a.m. Elective sessions
11:40 a.m. – 12:40 p.m. Elective sessions
12:40 p.m. – 1:40 p.m. Lunch
6:15 p.m. – 7:15 p.m. Jam Session
7:30 p.m. – 10:00 p.m. Special Event
Wednesday, May 22
7:00 a.m. — 12:30 p.m. Registration
7:00 a.m. — 12:00 p.m. Information desk
8:30 a.m. — 10:00 a.m. Elective Sessions
9:00 a.m. — 10:00 a.m. Elective Sessions
10:10 a.m. — 11:10 p.m. Elective Sessions
11:10 a.m. — 12:00 p.m. Elective Sessions
11:30 a.m. — 1:00 p.m. Boxed lunch
1:00 p.m. Conference ends

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General Sessions
Insightful presentations set the stage for each day of the Vision 2013 conference. Exciting guest speakers, including IBM executives,
customers and industry experts, will explore a range of topics affecting finance, risk, sales operations and compensation professionals.
Speakers will describe the many ways that analytics software, coupled with evolving disciplines and best practices in performance
management, financial governance and risk management, and incentive compensation management, can help your organization
succeed in today’s volatile economy.
Mark Jeffries
Vision 2013 Host
Former Merrill Lynch stockbroker turned author, meeting host and keynote speaker, Mark Jeffries
has become a trusted adviser and communications consultant to some of the world’s largest and
most successful organizations. Dividing his time between the United States, Canada and Europe,
Mark’s ideas, inspiration and guidance are sought across virtually all industries.
Day 1: Unleashing the Power of Analytics
Monday, May 20
8:30 a.m. – 10:30 a.m.
Les Rechan
General Manager, IBM Business Analytics
Les Rechan kicks off Vision 2013 with a discussion of the enormous value that IBM Smarter
Analytics capabilities are bringing to finance and risk professionals in a range of industries.
Smarter Analytics is the key to achieving superior performance in challenging economic
times. Finance, sales, operations, and risk professionals are all on the forefront of this change.
In this keynote, you’ll learn about recent IBM advances that are having a big impact across the
enterprise and around the world.
Jim Kavanaugh
Vice President and Controller, IBM
Building a Smarter IBM
Learn how the IBM Finance organization has used Analytics to transform. As a trusted business
advisor, over the past decade the Finance team at IBM has helped drive growth, manage risk
and optimize performance through the use of Analytics. Jim will recount this transformation
journey and highlight the role of people, process, and technology in Building a Smarter IBM.

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Vision2013 May 19-22, 2013
General Sessions
Day 2: Leadership in Action
Tuesday, May 21
8:30 a.m. – 10:00 a.m.
The second day of Vision focuses on transformational leadership for performance achievement. Each keynote
provides unique perspectives on unleashing the potential of individuals and groups for better outcomes in the
face of volatility, uncertainty and risk.
Harry M. Jansen Kraemer Jr.
Professor of Management and Strategy at Northwestern University’s
Kellogg School of Management, Former Chairman and CEO of Baxter
International
In this keynote, drawn from his highly-acclaimed book, From Values to Action, Harry Kraemer
argues that today’s business environment demands values-based leaders who, in “doing the
right thing,” deliver outstanding and lasting results. Kraemer offers a framework for adopting the
principles of values-based leadership: self-reflection, balance, true self-confidence, and genuine
humility, to lead organizations effectively.
Vernice “FlyGirl” Armour
America’s First African-American Female Combat Pilot
Known simply as “FlyGirl,” Vernice “FlyGirl” Armour went from being a beat cop to a United States
Marine Corps combat pilot in three years. Within a year of earning her wings, she found herself
flying over the deserts of Iraq, supporting the men and women on the ground. After serving two
tours overseas, she became America’s first African-American female combat pilot. Upon returning
home, she realized that many people wanted to create breakthroughs in their own lives, but just
didn’t know how. Don’t miss this inspiring keynote, in which Vernice will share her inspiring story as
well as her seven-step Zero to Breakthrough™ success plan.

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Domain Keynotes
Monday, May 20
11:00 a.m.– 12:00 p.m.
Sales Performance Management: Align Selling Resources and Transform Variable
Pay Processes
Marc Altshuller, Vice President, IBM Performance Management
Neil Whitney, Product Development Executive, IBM Sales Performance Management
In May of 2012, IBM acquired Varicent, a market leader in sales performance management (SPM) software. Join us to hear about
the exciting changes that have taken place since the acquisition and learn why SPM needs to be a critical element in your overall
performance management strategy. You’ll hear how companies are transforming the processes and functions they use to manage
their sales teams, while avoiding costly surprises in variable compensation, and doing it all with a level of efficiency and auditability
necessary for reliable regulatory compliance. We’ll also share news about the latest advances in IBM Sales Performance Management
solutions.
1:00 p.m.– 2:00 p.m.
Performance Management: Putting Smarter Analytics to Work for Performance
Achievement
Douglas Barton, Director, Worldwide Product Marketing, IBM
Richard Rodgers, Director, Product Management, IBM
When surveyed anonymously, senior executives lament that 20-35 percent of their companies’ performance potential is lost due
to subpar enterprise performance management practices. But organizations that embrace analytics and gain the advantage that
dynamic, enterprise-wide performance management systems confer are outperforming their competitors. Join us in this session to
learn about recent advances and hear about future plans aimed at helping companies forge a more continuous and reliable alignment
of enterprise resources with business opportunities to drive better outcomes.
2:10 p.m.– 3:10 p.m.
IBM Risk Analytics: From Regulatory Readiness to Risk-aware Decision-making
Michael Zerbs, Vice President, Risk Analytics, IBM
In today’s increasingly interconnected, competitive and regulated environment, companies are facing the daunting task of evolving their
business models to maintain and increase profits, all while meeting increased regulatory pressures. A more strategic approach to risk
management is a must. Learn how companies are using integrated IBM risk management solutions to help improve decision-making,
streamline compliance processes and optimize the allocation of capital across the business. You’ll also hear how the innovative
IBM enterprise approach to risk analytics can help your risk program deliver strategic risk intelligence that equips your business for
success and provides a unique competitive advantage.

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Vision2013 May 19-22, 2013
Elective Sessions
Continuing Professional Education (CPE)
Credits
Courses eligible for Continuing Professional Education
(CPE) credits are indicated when you view the course
selections in the Session Preview Tool and on SmartSite.
IBM is registered with the National Association of State
Boards of Accountancy (NASBA) as a sponsor of continuing
professional education on the National Registry of
CPE Sponsors. State boards of accountancy have final
authority on the acceptance of individual courses for CPE
credit. Complaints regarding registered sponsors may
be submitted to the National Registry of CPE Sponsors
through its website: www.learningmarket.org
Vision 2013 elective sessions cover IBM products and solutions for finance, risk management, regulatory
compliance and incentive compensation management. They also span all levels of expertise – from novice to
expert. You’ll learn about the latest product developments and hear from organizations that use IBM solutions
every day to automate their processes and drive better performance.
Sessions are organized into the following tracks:
Elective Session Types
• Best practices: What worked (and what didn’t) with tangible best practices you can immediately implement
• Expert Exchange: Opportunity for dialogue with IBM product experts and other product users — primarily
driven by your questions and comments
• Hands-on labs: Explore and interact directly with software in a hands-on environment
• Industry trends: Thoughtful content on a number of business issues, including how analytics-driven
organizations are making the leap from the possible to the proven to generate new sources of value and
outperform their competition
• Panel discussions: Candid conversations among expert practitioners—including your fellow customers—on
critical topics
• Product: The latest features and functions of current products and/or a sneak peek at future products
• Technical tips and techniques: Practical tips and troubleshooting techniques you can start using right away
• Usability Sandbox: See the prototypes and ideas coming directly “from the IBM labs.” (A non-disclosure
agreement must be signed in order to attend.)
• Workshops: Interactive environments that focus on solutions
Learn from the People Who
Know These Solutions Best
Presenters include:
• The experts who design, build and support the
products
• Consultants who specialize in implementing the
software
• Clients and IBM Business Partners who deploy and
use these solutions every day
• Industry-leading analysts

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Elective Sessions
Vision 2013 elective sessions include IBM products and solutions for finance, risk management, regulatory
compliance and incentive compensation management. They also span all levels of expertise – from novice to
expert. You’ll learn about the latest product developments and hear from organizations who use IBM solutions
every day to automate their processes and drive better performance.
Tracks
Page:
Financial and Operational Performance Management 10
Financial Governance and Disclosure Management 20
Sales Performance Management Risk Management 26
Risk Manangement 32
Buy-side Risk Management 32
Sell-side Risk Management 34
Cross-industry Risk Management 36
Operational Risk Management 40

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Vision2013 May 19-22, 2013
1013
Budgeting and Planning at Bunge with IBM
Cognos TM1
Speaker(s): Katia Batista, Bunge
This session will explain how agribusiness giant Bunge applied
budgeting best practices in creating a model to deliver a
budgeting and planning solution using IBM Cognos TM1 . You’ll
learn how companies in this industry are pursuing effective
methodologies for planning and budgeting in order to manage
costs, maximize margins, and take firmer control of their business.
Session Type: Industry Trends
Level: Intermediate
1020
Achieving Strategic Finance Objectives at
CATSA with IBM Business Analytics
Speaker(s): Mario Malouin, Canadian Air Transport Security
Authority (CATSA); Jean Bastarache, Canadian Air Transport
Security Authority (CATSA)
Because the world today is more volatile, uncertain, complex
and ambiguous, CFOs and finance leaders must become more
visionary. Join us at this session to learn how the Canadian Air
Transport Security Authority (CATSA) used IBM Cognos TM1
along with IBM data warehouse and business intelligence tools
to integrate its costing models, empower business managers
and enable the organization’s financial analysts to play a more
strategic role. You’ll also learn why CATSA chose IBM Cognos
Disclosure Management as an integrated narrative solution and
why this solution is such an important addition to their financial
disclosure regime. Hear how these tools enable the CFO to give
early warning signals to the organization and help it adjust quickly.
Session Type: Best Practices
Level: Intermediate
1022
Faster, Simpler Solution Design with IBM
Cognos TM1 Performance Modeler
Speaker(s): Stephen Brook, IBM
In this hands-on workshop, you will design, build and deploy
a planning and analysis solution with IBM Cognos TM1
Performance Modeler and IBM Cognos Insight software. Cognos
TM1 Performance Modeler is a new modeling tool for Cognos
TM1, which provides a guided process for modeling and enables
rapid prototyping, especially for users with no prior familiarity
with Cognos TM1. You’ll learn how to use simple, spreadsheet-
like calculations and graphical links to move data between
cubes. Experienced Cognos TM1 users will find that they are still
able to access the power of Cognos TM1 rules and they’ll see
enhancements to features such as Cognos TM1 TurboIntegrator
editing.
Session Type: Product
Level: Intermediate
1023
Designing Solutions with IBM Cognos TM1
Performance Modeler
Speaker(s): Andy Nelmes, IBM; Stephen Brook, IBM
This session will use a case study approach to show how a
planning and analysis solution can be built with IBM Cognos TM1
Performance Modeler, allowing a project team to deliver business
value quickly while reducing the cost of ownership. You will learn
how a new modelling paradigm in Cognos TM1 Performance
Modeler helps business users construct the logic to support
typical planning and analysis scenarios including sales plans,
expense budgets, and more.
Session Type: Introductory
Level: Intermediate
Financial and Operational Performance Management
This track demonstrates how organizations can establish a dynamic, reliable performance management
system to help anticipate performance gaps, assess alternatives and enable effective decision making. Learn
how finance teams are using IBM Business Analytics solutions to improve their performance reporting and
scorecarding, planning, analysis and forecasting, profitability modeling and optimization. Hear from leading
companies and IBM subject matter experts about how to apply advanced technology and best practices to
drive stronger business insight through analytics.

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1024
IBM Cognos TM1 Enterprise Administration
and Change Control
Speaker(s): Stephen Brook, IBM
This session will describe the tools and techniques that can help
administrators monitor their IBM Cognos TM1 environment and
promote application changes across environments in a controlled
way. You will learn how to use the Cognos TM1 Operations
Console and the Transfer feature in Cognos TM1 Performance
Modeler to monitor your Cognos TM1 Servers and Application
Servers, analyze contention and other performance problems,
and migrate changes from your Development to your Test and
Production environments.
Session Type: Tips and Techniques
Level: Intermediate
1033
Performance and Scalability for IBM Cognos
TM1 Application Clients
Speaker(s): John Leahy, IBM; Jon Sandles, IBM
IBM Cognos TM1 offers three different application clients: IBM
Cognos TM1 Web, IBM Cognos Insight and IBM Cognos Insight
Distributed. In this session, you’ll learn about the benefits of each
client, the reasons for choosing each one and the new distributed
architecture for Cognos Insight in Cognos TM1 V10.1.
Level: Intermediate
1035
Driving the CFO Agenda across the Enterprise:
A hands-on Business Analytics Experience
Workshop
Speaker(s): Kendrick Heath, IBM; Torben Noer, IBM; Debra
Eichten, IBM; Tim Greenfield, IBM; Gino Palozzi, IBM
The Business Analytics Experience Workshop demonstrates
how the CFO agenda contributes to superior performance across
the enterprise. In this hands-on workshop for finance executives
and other senior decision makers, attendees assume executive
roles within a fictitious company. Using integrated enterprise
information, participants will see how to achieve better alignment
of strategic, financial and operational plans as they apply
powerful variance and what-if scenario analysis. Working through
sophisticated business simulation modules, the participants
learn how analytics provide business insights that help drive
smarter decisions, improve finance efficiency and promote better
outcomes.
Level: Introductory
1037
IBM Cognos TM1 System Management with
Operations Console
Speaker(s): Peter Thomas, IBM; Robin Stafford, Architect, IBM;
Ian Aitken, IBM
Join us for this “in the labs” session to see how possible future
enhancements to the Operations Console may help you manage
multiple Cognos TM1 systems from a single web-based console.
The session will show you how this innovation may enable you
to automate common administration processes and identify
potential problems before they happen.
Level: Intermediate

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Vision2013 May 19-22, 2013
1041
Driving Smarter Financial Decisions at NANA
Development Corporation
Speaker(s): Frank Long, NANA Development Corporation
In this session, you will learn how NANA Development
Corporation, a community-owned enterprise based in Anchorage,
Alaska, with operations around the world, implemented the
full suite of IBM Cognos performance management solutions,
including IBM Cognos TM 1, IBM Cognos Financial Statement
Reporting (FSR) and IBM Cognos Controller. You’ll learn how
these solutions helped NANA streamline and enhance its
planning, budgeting, close and consolidation, and financial
reporting processes. You’ll also hear about the benefits of
investing in a single, integrated performance management
platform.
Level: Intermediate
1046
Armtec Builds Better Budgets, Forecasts and
Reports on SAP with IBM Cognos Express
Speaker(s): Joan Carter, Armtec; Jade Cole, AppVine
Armtec, a leading global infrastructure and construction materials
company, selected IBM Cognos Express to replace massive
spreadsheet files for budgeting and reporting. Armtec had a tight
timeline and the go live dates could not be moved. So Armtec and
IBM Business Partner AppVine adopted a rolling implementation
approach, building modules as needed to match the forecasting
process. Cognos Express was able to display budgets in the
new view of the business--something that would have been
impossible with spreadsheets. In this session, you will learn about
Armtec’s experience implementing Cognos Express. You’ll hear
how they overcame unforeseen challenges and how they plan to
expand the use of Cognos Express across the organization.
Level: Intermediate
1047
Data Collection with IBM Cognos TM1 for
Real-time Disclosure Management at PNC
Bank
Speaker(s): Ellen Considder, PNC Bank; Jade Cole, AppVine
At PNC Bank, the process of collecting data for disclosures
was manually intensive, with almost 100 separate data sources.
Already a user of IBM Cognos Financial Statement Reporting
(FSR), PNC struggled with the common problem of relying on
multiple spreadsheets for data collection and input in a SOX-
compliant environment. So, PNC began implementing IBM
Cognos TM1 as a pilot project for data collection, aggregation and
analysis, targeting specific footnote disclosures. In this session,
PNC will discuss the selection criteria they used when looking
for a data collection solution, including how the requirements
were gathered, the evaluation criteria and the implementation
methodology that was adopted.
Level: Intermediate
1057
Building a Business Analytics Culture at
Donna Karan
Speaker(s): Christopher Gaffney, The Donna Karan Company
In this session, you’ll learn how Donna Karan (DK), a major fashion
retailer, remains competitive and empowers its users to make
smarter decisions and better manage its financial reporting
processes with IBM Cognos TM1 and IBM Cognos Business
Intelligence. You will hear how the process of connecting different
components of the business analytics platform to solve various
business problems evolves over time. DK will share an example
of this evolutionary process through their Daily Sales Process.
Together with their business partner, QueBit, DK has achieved
great results while establishing a stronger business analytics
culture at DK.
Level: Intermediate

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1072
A Gentle Migration from IBM Cognos Planning
to IBM Cognos TM1 at Northrop Grumman
Speaker(s): Geoff Springfield, Northrop Grumman; Christopher
Poll, Northrop Grumman
Northrop Grumman’s Information Systems sector has been using
IBM Cognos products since 2004. In that time, the company has
developed robust planning and forecasting functionality. But as
the data sets and number of contributors grew, the organization
needed to boost performance to answer the demands from
users. However, rather than an immediate swap to IBM Cognos
TM1, Northrop Grumman implemented a gradual migration that
enabled users to reap many of the benefits as quickly as possible.
Users were able to see improved reporting and greater data
visibility before they even knew the words “Cognos TM1.” Attend
this session to learn how users were able to keep the look and
feel they were used to, and achieve the performance they needed.
Level: Intermediate
1075
Migrating from IBM Cognos Planning to IBM
Cognos TM1 at Washington University: Tips,
Tricks, and Hurdles
Speaker(s): Jean Shuler, Washington University in St. Louis; Matt
Frederick, eCapital Advisors
Washington University in St. Louis has a very large IBM Cognos
implementation, with over 300 budgeting and 500 reporting
users. The university originally developed it annual budgeting
applications using IBM Cognos Planning. But because of the
large model sizes and the need for more real-time analysis and
reporting, WUSTL decided to migrate its Cognos Planning
applications to IBM Cognos TM1. The migration project was
successful and there were several learning experiences along
the way. Attend this session to hear about the project and see a
live demo of the university’s new Cognos TM1 model and user
analysis capabilities.
Session Type: Tips & Techniques
Level: Introductory
1077
Cooking up Savings
Speaker(s): Tim Dungan, Lone Star Steakhouse|Texas Land
& Cattle Steak House| Firefly Kitchen & Bar; Robert Hardin,
Perficient
As part of the spin-off from Brinker International, Romano’s
Macaroni Grill, with more than 200 locations, was faced with
creating a new analytics environment from scratch. After an initial
success with IBM Cognos Express, Macaroni Grill migrated to
IBM Cognos Business Intelligence and IBM Cognos TM1 to drive
its financial planning and analysis programs. In a competitive
market, it is crucial to get timely operational data to support the
team in the field and determine where to allocate resources to
improve sales and decrease labor costs. In this session, you’ll
learn how the finance team at Macaroni Grill incorporated
operational data to meet the needs of its line-of-business leaders
and bridge the divide between finance and operations.
Level: Introductory
1079
Modernizing Finance at Clear Channel
Communications
Speaker(s): Brandon Turner, Clear Channel; Anthony D’Ugo,
Deloitte and Touche LLP
Faced with a processing, data, systems and talent crunch,
executives at Clear Channel Communications charted a path
forward to modernize their finance analytics capabilities.
Too often, organizations fall into a systems-led approach
and constrain their ability to realize true business value even
before they start. At this session, you’ll learn the strategies and
techniques that Clear Channel used to successfully implement
IBM Cognos Business Viewpoint, IBM Cognos TM1, IBM Cognos
Business Intelligence, IBM Cognos Controller, and IBM Cognos
Financial Statement Reporting (FSR). This project is an ideal
example of modernizing finance analytics capabilities using a
business-led and technology enabled approach.
Level: Intermediate

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Vision2013 May 19-22, 2013
1080
From Start-up to Global Deployment —
Building on IBM Business Analytics as a
Foundation for FP&A at InterMune
Speaker(s): Dan Leader, InterMune
InterMune is a San Francisco-based biotechnology company
that offers drug therapies in Europe and is actively expanding
into multiple international markets. As a publicly traded company,
subject to the scrutiny of investors, InterMune needed a business
analytics platform that could provide an immediate impact on
their planning activities while supporting their aggressive growth
plans. Starting with IBM Cognos Express, InterMune was able
to meet their planning requirements and support their sales
forecasting for management review and production planning.
With the first phase completed, the company plans to expand
their use of the platform into other areas and migrate to IBM
CognosTM1 as their international growth demands it.
Level: Introductory
1085
How Disney Scales IBM Cognos TM1
Architecture for Users Around the Globe
Speaker(s): Kevin Meyer, The Walt Disney Company
Join this session to learn how Disney created a scalable
architecture to accommodate a large volume of IBM Cognos TM1
users around the globe. You’ll hear about some of the limitations
of the old architecture, some of the challenges of the new
architecture and useful tips for accommodating large volumes of
users in a diverse company. This presentation will describe how
Cognos TM1 saves Disney time in its planning cycles, saves on
server infrastructure, and reduces development and testing of
Extract Transform Load (ETL).
Level: Intermediate
1086
Transforming Financial Performance
Management at IBM
Speaker(s): Timothy Clark, IBM; Jon Correnti, IBM
Over the last decade, IBM has undergone a significant
transformation in virtually all aspects of its business. For IBM
Finance, this has been a process-led transformation centered
on the company’s use of IBM Cognos TM1 and other analytical
applications--the very same technology that IBM markets and
sells to other corporations and public sector entities throughout
the world. In this session, you will hear the story of how IBM
Finance and the Finance IT team has applied analytics to
strategically deliver stronger business insight for greater efficiency
and effectiveness.
Level: Introductory
1087
Tuning IBM Cognos TM1 System Performance
to Improve End-User Access
Speaker(s): Ronnie Rich, IBM; Mark Pilon, IBM
This session will focus on server-level changes that can be
made to increase the performance and scalability of your IBM
Cognos TM1 implementation. You will learn about server-level
configuration changes that will enable you to improve end-user
performance in Cognos TM1 Web and Cognos TM1 Application
Web.
Level: Intermediate
1089
Architecting a Shared IBM Cognos TM1
and IBM Cognos Business Intelligence
Environment
Speaker(s): Ronnie Rich, IBM; Mark Pilon, IBM
Attend this session to learn how to properly architect, configure,
secure and deploy a shared environment for IBM Cognos TM1
and IBM Cognos Business Intelligence. You’ll learn what you can
do to ensure seamless security and data flow, and how you can
enable your users to report on Cognos TM1 data simply and
accurately.
Level: Intermediate

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1090
IBM Cognos TM1 Deep Dive — Best Practices
for Performance and Scale in IBM Cognos TM1
V10.1
Speaker(s): Tom Baldwin, IBM
Attend this session to learn about best practices for advanced
monitoring and operations in IBM Cognos TM1. You will learn
how to construct and administer 20+ GB cubes, including the
“feederless rules” and optimized Turbo Integrator parallelization
techniques. You will also see other advanced techniques available
in Cognos TM1 V10.1 RP1, and gain a solid understanding of
Cognos TM1 model building best practices.
Level: Advanced
1092
Expert Exchange—Migrating Your IBM
Cognos Planning Environment to IBM Cognos
TM1
Speaker(s): Ronnie Rich, IBM
Join us for this interactive session to learn about new advances in
IBM Cognos TM1 and gain insight into the most effective methods
for migrating your IBM Cognos Planning deployment to Cognos
TM1. Come with your questions and learn from the experience
gained by IBM experts and your peers in the course of numerous
migrations of this kind.
Level: Intermediate
1099
Empowering Business Users with IBM Cognos
Workspace — A Pilot Program at MassMutual
Speaker(s): Theresa Jacque, MassMutual Financial Group
MassMutual is piloting the IBM Cognos Workspace and receiving
enthusiastic feedback about this innovative interface. Come to
this session and see the workspaces MassMutual has created
and learn firsthand how this dynamic tool can enhance data
analysis and improve reporting in your organization. You will see
demos of several workspaces for finance users and learn how
to access, analyze, collaborate and format business intelligence
content with minimal training and minimal IT involvement. You’ll
see how to pull in “widgets” from pre-built reports and combine
them into a dashboard-style interface, and see how to personalize
workspaces, make on-the-fly formatting changes and add
notations and comments that can be shared with other users.
Level: Introductory
1100
Financial Performance Management at
Teledyne Brown Engineering
Speaker(s): James Hough, Teledyne Brown Engineering
This session will introduce you to Teledyne Brown Engineering
and their longtime use of IBM Cognos TM1. You’ll hear their
thoughts on IBM Cognos Insight and the potential it could bring
to the company in the months to come. Join us to hear how
Teledyne Brown is using IBM Cognos TM1 and IBM Cognos
Business Intelligence to transform its planning, budgeting and
forecasting processes and increase the company’s Analytics
Quotient.
Level: Intermediate

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Vision2013 May 19-22, 2013
1104
Planning for the Future at San Diego Gas and
Electric — Managing Capital Projects
Speaker(s): Don Balfour, San Diego Gas and Electric; Robert
Hardin, Perficient
Utilities spend billions of dollars each year to maintain and
enhance their infrastructure in a regulated environment. So it’s
crucial that projects come in on-time and on-budget. San Diego
Gas and Electric (SDG&E) historically used a multitude of massive
spreadsheets to manage these projects. But with over 50 people
providing input, this quickly became very cumbersome. Attend
this session to learn how, with the implementation of IBM Cognos
TM1, there is now a single interface for all project managers,
which is integrated with SAP for actual results. In addition, you’ll
hear how IBM Cognos Business Intelligence dashboards provide
an executive view of projects and Cognos Mobile dashboards
allow teams to interact with data while in the field.
Level: Intermediate
1107
Implementing IBM Cognos TM1 for Sales
Pipeline Reporting at Concur
Speaker(s): Daniel O’Sullivan, Concur
Concur is a leading provider of integrated travel and expense
management solutions, trusted by over 15,000 clients around
the globe with over 15 million users. In this session you will learn
how Concur implemented IBM Cognos TM1 to track changes
to opportunities in Salesforce, which Concur uses to forecast
its sales. Join us to find out how, by migrating to Cognos TM1,
Concur consolidated its worldwide reporting, improving data
accuracy for more consistent results, while saving significant time.
Level: Intermediate
1114
IBM Cognos Disclosure Management for
Business Intelligence
Speaker(s): John Colthart, IBM; Khurram Raja, IBM
Join us at this session to learn how, with the new release of IBM
Cognos Disclosure Management, organizations can extend
the use of existing business intelligence (BI) and corporate
performance management (CPM) solutions beyond traditional
reporting. You’ll learn how you can bring disparate BI data and
performance management reports together with narrative
analysis to deliver actionable insights to internal clients, such as
the board and CEO, senior finance leaders and other functional
leaders.
Level: Intermediate
1115
Notes Disclosure Management Roundtable —
Streamlining Your Narrative Reporting
Speaker(s): David Corbett, IBM; Khurram Rajat, IBM
In many companies, the process of collecting the data needed
to create regulatory disclosures is a time consuming, manually
intensive process. Many organizations struggle with the common
problems of disparate data collection and input into IBM Cognos
Disclosure Management or IBM Cognos Financial Statement
Reporting (FSR) in a SOX-compliant environment. The future
of the IBM disclosure management platform and Cognos TM1
includes using Cognos TM1 for data collection, aggregation
and analysis targeting specific notes. In this session, attendees
will discuss how the data collection process works and what
economies of scale they can expect with Cognos TM1 and the
relevant IBM disclosure management product working together.
Level: Introductory

17
1119
Empowering the Office of Finance At Fifth
Third Bancorp with IBM Business Analytics
Speaker(s): Craig MacGibbon, Fifth Third Bancorp
Learn how and why the office of finance at Fifth Third Bancorp, a
Cincinnati-based institution with $122 billion in assets, replaced
their existing consolidation, planning and budgeting solutions with
IBM Cognos TM1 and IBM Cognos Business Intelligence. You’ll
also learn how they built on their existing disclosure management
capabilities through their continuing investment in IBM Cognos
Financial Statement Reporting (FSR).
Level: Introductory
1124
Reducing Costs through Predictive Analytics
by Integrating IBM SPSS and IBM Cognos
Solutions
Speaker(s): Manu Singh, JBS International, Inc.; Radha Gholkar,
JBS International, Inc.; Susan Hayashi, JBS International, Inc.
Organizations are constantly collecting large quantities of financial
and operational data. This session will show you how to improve
the quality and usefulness of the data that is collected in your data
management systems to more accurately predict key outcomes
and help you make more data-driven decisions. Using a solution
for healthcare organizations, you will see how JSB International
helps organizations minimize risk, improve operations and
enhance patient outcomes while reducing costs. You will see
how to extract data from different sources and use IBM SPSS
Statistics and IBM SPSS Modeler to develop predictive models
and uncover relationships between financial, performance,
consumer and other data to achieve key business objectives.
Level: Introductory
1125
Finance Transformation at Jabil: IBM Cognos
TM1 + IBM Cognos Business Intelligence =
Inverted Triangle
Speaker(s): Patrick Patterson, Jabil
Join this session to see how Jabil, a leading global electronics
manufacturing service provider, implemented an integrated
application including IBM Cognos TM1 and IBM Cognos
Business Intelligence, and effectively inverted the triangle of data
preparation and analysis. You’ll learn tips for accommodating
large volumes of users in a diverse company and techniques to
help you get the most from your Cognos products.
Level: Intermediate
1162
Data-driven Decisions on Risk — The Role of
Predictive and Advanced Analytics
Speaker(s): Kurt Peckman, IBM
Empowering people and systems to make data-driven decisions
about risk involves a combination of elements. It requires an
effective blend of predictive and advanced analytics, business
rules, forecasting, simulation and optimization. Attend this session
to learn how companies can optimize resource trade-offs to
ensure that organizational goals are always met. You’ll learn
about predicting and preventing threats and fraud in real time
to reduce risk. And you’ll hear how companies can proactively
manage resources by simulating and forecasting everything from
equipment failures and staffing downtime to service disruptions
and cost spikes.
Level: Intermediate

18
Vision2013 May 19-22, 2013
1166
Switching to IBM Cognos TM1 at Credit Suisse
Speaker(s): Darren Roberts, Credit Suisse; Gary Quirke, QueBIT
Consulting
Credit Suisse (CS) is one of the world’s leading providers of
private banking, investment banking and asset management.
Headquartered in Zurich, CS operates in over 50 countries and
employs more than 47,000 people. This session will describe how
CS used the power and flexibility of IBM Cognos TM1 to transform
the management information landscape of its Investment Banking
Group. You’ll learn why CS chose to replace Oracle Essbase with
Cognos TM1 and hear about the benefits that CS has gained.
With Cognos TM1, CS enjoys a solution that is more flexible, more
capable, faster, less costly, and — best of all — owned by the
Finance team rather than IT.
Level: Intermediate
1177
Performance Management: Putting
Smarter Analytics to Work for Performance
Achievement
Speaker(s): Richard Rodgers, IBM; Douglas Barton, IBM
When surveyed anonymously, senior executives lament that 20-
35 percent of their companies’ performance potential is lost due
to subpar enterprise performance management practices. But
organizations that embrace analytics and gain the advantage that
dynamic, enterprise-wide performance management systems
confer are outperforming their competitors. Join us in this session
to learn about recent advances and hear about future plans
aimed at helping companies forge a more continuous and reliable
alignment of enterprise resources with business opportunities to
drive better outcomes.
Level: Applicable to All Audiences
1181
Delivering Stronger Business Insight through a
CFO Dashboard
Speaker(s): Tony Levy, IBM
Learn how the IBM Smarter Analytics Signature Solution —
CFO performance insight—helps finance executives drive
decision-making through stronger business insight. Built on IBM
Cognos Business Intelligence, IBM Cognos TM1 and IBM SPSS
Modeler, it helps you anticipate gaps between forecasts, targets
and actuals. And it displays important financial management,
revenue, expense and capital management KPIs in an executive
dashboard format. This session shows you how a proprietary
lead-lag causal model developed by the IBM Watson Research
Center uncovers relationships between drivers and KPIs to guide
root cause analysis. You’ll also see how integrated what-if analysis
helps you assess the impact of alternative forecast assumptions.
Level: Introductory
1184 Special Industry Analyst Feature
Integrating Risk and Performance
Management via Leading Indicators
Speaker(s): Michael Smith, Gartner Research
Good risk management informs better business decisions. But
improperly managed risk can lead to poor business performance
and even business failure. To address this, enterprises need
to integrate their leading risk indicators (LRIs) with leading
performance indicators (LPIs) to gain insight into the activities and
events that affect desired business outcomes. Join Michael Smith
of Gartner Research to learn why managing operational risk is
still important to CEOs and how you can make sure that risk
management is everyone’s responsibility. This session will also
outline the process for integrating LRIs with LPIs.

19
1186
In the Labs: What’s in Store for IBM Clarity 7
Speaker(s): Paulo Monte, IBM
Want to learn what’s next for IBM Clarity 7? Attend this session to
discover the latest set of features in the IBM Clarity 7 suite and get
a sneak preview of what is happening in the labs. This session will
cover Planning & Analysis, Consolidations and MDM components.
Level: Intermediate
1188
Engaging, Interactive Planning Experiences
with IBM Cognos Insight
Speaker(s): Trevor MacPherson, IBM
Come and see how IBM Cognos Insight can breathe new life
into your plans, with interactive visualizations that support
decision-making during the planning process. You’ll see how
Cognos Insight can help you improve accuracy and simplify
the contribution and review experience, with a rich palette of
information capabilities that engages and informs your users
Level: Intermediate
1189
Overview of IBM Cognos Business Intelligence
Speaker(s): David Clement, IBM
It’s possible to arm every user in your organization with the
analytics they need to transform insight into action. With today’s
global economy and ever faster business cycles, business
intelligence has expanded to include real-time data, collaboration,
what-if analysis, mobile and other capabilities that help fuel the
decision-making process. In this session, you’ll learn how IBM
Cognos Enterprise balances the need for IT control with the
analytic freedom that users demand. You’ll see how Cognos
Business Intelligence supports the many different ways that
business users work, by delivering analytics on the web, to the
desktop or the mobile device, and by embedding analytics in
everyday applications.
Level: Intermediate
1202
Learn how Addtech leverage IBM Cognos
for its Group Management Reporting and
Consolidation
Speaker(s): Jessica Norrman, Addtech AB; Martin Almgren,
Addtech AB; Rickard Rygin, Addedo
Learn how you can use IBM Cognos Controller for more than just
financial consolidation. In this session, you’ll hear how Addtech, a
large technology trading company based in Stockholm, Sweden,
uses Cognos Controller for both legal and management data
including sales and order statistics. Addtech consolidates their
data in Cognos Controller, then lets it flow into IBM Cognos TM1
and Cognos Controller Financial Analytics Publisher (FAP), where
they create KPI’s, variance calculations, and more complex
business logic. This session will outline that process and also
explain how Addtech uses IBM Cognos Business Intelligence for
dashboarding and the distribution of consolidated figures to a
large number of users.
Level: Intermediate
1211
Learning the Importance of Documenting IBM
Cognos TM1 Models at San Diego Gas and
Electric
Speaker(s): Michael Schwing, San Diego Gas and Electric;
Michael Mackie, Cortell New Zealand; Richard Johnson, Cortell
New Zealand
For organizations using IBM Cognos TM1, managing change
within models can be a significant challenge. Attend this session
to discover why your Cognos TM1 implementation could be at
risk with undocumented models. Understand the importance of
achieving clear visibility over your models, analyzing the impact
of changes and how to maintain up-to-date documentation for
corporate governance purposes. Learn how San Diego Gas
and Electric used QUBEdocs, an automated modeling tool, to
revolutionize the way its users interact with Cognos TM1.
Level: Intermediate

20
Vision2013 May 19-22, 2013
1020
Achieving Strategic Finance Objectives at
CATSA with IBM Business Analytics
Speaker(s): Mario Malouin, Canadian Air Transport Security
Authority (CATSA); Jean Bastarache, Canadian Air Transport
Security Authority (CATSA)
Because the world today is more volatile, uncertain, complex
and ambiguous, CFOs and finance leaders must become more
visionary. Join us at this session to learn how the Canadian Air
Transport Security Authority (CATSA) used IBM Cognos TM1
along with IBM data warehouse and business intelligence tools
to integrate its costing models, empower business managers
and enable the organization’s financial analysts to play a more
strategic role. You’ll also learn why CATSA chose IBM Cognos
Disclosure Management as an integrated narrative solution and
why this solution is such an important addition to their financial
disclosure regime. Hear how these tools enable the CFO to give
early warning signals to the organization and help it adjust quickly.
Level: Intermediate
Financial Governance and Disclosure Management
1030
How Mass Mutual Insurance Gets Creative
with IBM Cognos Financial Statement
Reporting (FSR)
Speaker(s): Thomas Kellner, MassMutual Financial Group
This session will demonstrate how MassMutual creatively uses
IBM Cognos Financial Statement Reporting (FSR) in multiple
areas of the organization to support the successful automation of
internal and external reporting and the standardization of multiple
reports. You’ll learn how the project created an atmosphere of
stronger collaboration between interdependent business areas
at MassMutual. This session will also review the operational
deployment of Cognos FSR and MassMutual’s long-term vision
for Cognos FSR within the organization. You’ll hear about the
methodology MassMutual implemented in the design of their
customized reports, including the innovative use of Cognos FSR,
Microsoft Word and Microsoft Excel to resolve complex issues
Session Type: Tips and Techniques
Level: Intermediate
1041
Driving Smarter Financial Decisions at NANA
Development Corporation
Speaker(s): Frank Long, NANA Development Corporation
In this session, you will learn how NANA Development
Corporation, a community-owned enterprise based in Anchorage,
Alaska, with operations around the world, implemented the
full suite of IBM Cognos performance management solutions,
including IBM Cognos TM1, IBM Cognos Financial Statement
Reporting (FSR) and IBM Cognos Controller. You’ll learn how
these solutions helped NANA streamline and enhance its
planning, budgeting, close and consolidation, and financial
reporting processes. You’ll also hear about the benefits of
investing in a single, integrated performance management
platform.
Level: Intermediate
Discover how IBM disclosure management solutions can automate manual processes – from collecting data
via emails from across the enterprise, to time-consuming data updates of numerous reports, to merging
spreadsheets and narratives together for publishing. These sessions will also explore new ways to converge
business intelligence (BI) data with corporate performance management (CPM) reports and narrative for
faster, more accurate analysis. Learn how integrated IBM performance management solutions enable you to
accelerate the financial close and consolidation processes while ensuring timely and accurate regulatory filings,
global statutory and tax reports, and compliance with global XBRL filing requirements.

21
1047
Data Collection with IBM Cognos TM1 for
Real-time Disclosure Management at PNC
Bank
Speaker(s): Ellen Considder, PNC Bank; Jade Cole, AppVine
At PNC Bank, the process of collecting data for disclosures
was manually intensive, with almost 100 separate data sources.
Already a user of IBM Cognos Financial Statement Reporting
(FSR), PNC struggled with the common problem of relying on
multiple spreadsheets for data collection and input in a SOX-
compliant environment. So, PNC began implementing IBM
Cognos TM1 as a pilot project for data collection, aggregation and
analysis, targeting specific footnote disclosures. In this session,
PNC will discuss the selection criteria they used when looking
for a data collection solution, including how the requirements
were gathered, the evaluation criteria and the implementation
methodology that was adopted.
Level: Intermediate
1074
XBRL Best Practices in IBM Cognos Financial
Statement Reporting (FSR)
Speaker(s): Rohit Dhumal, IBM
Join this session, led by IBM Lab Services, to learn about the
best practices that leading organizations use in their disclosure
management processes. You’ll hear about using IBM Cognos
Financial Statement Reporting (FSR) to comply with SEC
guidelines for filing XBRL reports successfully - with minimal filing
errors and less maintenance every quarter. You’ll also learn how
you can use Cognos FSR to negate values or change the polarity
of values—a major area of concern for the SEC.
Level: Intermediate
1078
Clear Channel Communications Takes Control
of its Financial Close Management with IBM
Speaker(s): Kevin Wherry, Clear Channel; Anthony D’Ugo,
Deloitte & Touche LLP
Today, organizations that outsource their financial statement
regulatory filings and XBRL submissions are at the mercy of
their service providers to meet regulatory deadlines. The more
entities that are involved and the greater the extent of the
disclosures, the greater the likelihood of a misstep. Come to this
session to learn how Clear Channel Communications sends
data from IBM Cognos Controller flowing into IBM Cognos
Financial Statement Reporting (FSR) as part of an integrated
financial close management solution. You’ll also hear about the
Cognos FSR EDGAR engine, and about the benefits that Clear
Channel realized from their external disclosure management
modernization initiative.
Level: Intermediate
1079
Modernizing Finance at Clear Channel
Communications
Speaker(s): Brandon Turner, Clear Channel; Anthony D’Ugo,
Deloitte and Touche LLP
Faced with a processing, data, systems and talent crunch,
executives at Clear Channel Communications charted a path
forward to modernize their finance analytics capabilities.
Too often, organizations fall into a systems-led approach
and constrain their ability to realize true business value even
before they start. At this session, you’ll learn the strategies and
techniques that Clear Channel used to successfully implement
IBM Cognos Business Viewpoint, IBM Cognos TM1, IBM Cognos
Business Intelligence, IBM Cognos Controller, and IBM Cognos
Financial Statement Reporting (FSR). This project is an ideal
example of modernizing finance analytics capabilities using a
business-led and technology enabled approach.
Level: Intermediate

22
Vision2013 May 19-22, 2013
1083
Preparing Financial Statements and
Management Discussion and Analysis with
IBM Cognos FSR at NOVATEK
Speaker(s): Andrey Danilin, NOVATEK
NOVATEK is a Russian oil and gas company that is publically
traded on the London Stock Exchange. NOVATEK issues two
main financial documents on a quarterly basis: IFRS consolidated
financial statements and Management Discussion and Analysis.
These documents contain more than 1700 and 2000 figures,
respectively, which come from different financial and operational
data sources. In this session, you’ll learn about NOVATEK’s
implementation of IBM Cognos Financial Statement Reporting
(FSR) and hear how this change significantly improved both the
process and the quality of the company’s financial reports. You’ll
also learn how Cognos FSR enables you to spend less time on
routine processes and more time on intelligent decision-making.
Level: Intermediate
1086
Transforming Financial Performance
Management at IBM
Speaker(s): Timothy Clark, IBM; Jon Correnti, IBM
Over the last decade, IBM has undergone a significant
transformation in virtually all aspects of its business. For IBM
Finance, this has been a process-led transformation centered
on the company’s use of IBM Cognos TM1 and other analytical
applications--the very same technology that IBM markets and
sells to other corporations and public sector entities throughout
the world. In this session, you will hear the story of how IBM
Finance and the Finance IT team has applied analytics to
strategically deliver stronger business insight for greater efficiency
and effectiveness.
Level: Introductory
1097
How PPL Teamed with Deloitte to Automate
SEC Financial Reporting with IBM Cognos FSR
Speaker(s): TBC, PPL Corporation; Brandon Grinwis, Deloitte &
Touche, LLP
Learn how PPL Corporation, a global energy company, engaged
Deloitte to help drive automation in its external reporting process
by expanding their use of IBM Cognos Financial Statement
Reporting (FSR). PPL formerly relied on time-consuming manual
processes for much of its data sourcing and review process each
quarter. This session will describe how PPL expanded its use of
Cognos FSR to drive automation and efficiency while improving
data governance in the process.
Level: Intermediate
1098
Automating Global Statutory and Tax Data
Gathering, Validation and Reporting at IBM
Speaker(s): Jon Correnti, IBM; Christopher Gullotta, IBM;
Brandon Grinwis, Deloitte and Touche, LLP
Learn how IBM has teamed with Deloitte to identify opportunities
to use IBM software, including IBM Cognos TM1 and IBM Cognos
Disclosure Management, to assist their global accounting and tax
teams in the effort to streamline statutory reporting and global tax
reporting. You’ll also learn how IBM has been able to minimize
risk through greater automation of data gathering and tax data
consolidation processes leveraging these technologies.
Level: Intermediate
1111
Expert Exchange: IBM Finance and the IBM
Automated External Reporting (AER) Solution
Speaker(s): Jon Correnti, IBM; Christopher Gullotta, IBM; Patrizio
(Pat) Calitri, IBM; Scott Rosenfelder, Deloitte & Touche LLP
Attend this discussion to hear how IBM undertook a project
to review, streamline and automate its global accounting
and tax processes. You’ll have an opportunity to talk with
the IBM Finance and Finance IT teams and understand how
they minimized their risks through greater automation of data
gathering and tax data consolidation processes, using IBM
software including IBM Cognos TM1 and IBM Cognos Disclosure
Management.
Level: Introductory

23
1112
What’s “In the Labs” for IBM Cognos
Disclosure Management
Speaker(s): Justin Lai, IBM; Ted Potma, IBM; Khurram Raja, IBM
See what’s “in the labs” for IBM Cognos Disclosure Management.
In this overview session, you’ll see some of the new potential
features and functions that the IBM Cognos development group
is working on. You’ll learn about possible future enhancements
to deployment and architecture, security and workflow, XBRL
tagging, EDGAR HTML, data sourcing and much more. Attend
this session to get a look at what we are working on to make
Cognos Disclosure Management an even better product.
Level: Intermediate
1114
IBM Cognos Disclosure Management for
Business Intelligence
Speaker(s): John Colthart, IBM; Khurram, IBM
Join us at this session to learn how, with the new release of IBM
Cognos Disclosure Management, organizations can extend
the use of existing business intelligence (BI) and corporate
performance management (CPM) solutions beyond traditional
reporting. You’ll learn how you can bring disparate BI data and
performance management reports together with narrative
analysis to deliver actionable insights to internal clients, such as
the board and CEO, senior finance leaders and other functional
leaders.
Level: Intermediate
1115
Notes Disclosure Management Roundtable -
Streamlining Your Narrative Reporting
Speaker(s): David Corbett, IBM; Khurram Raja, IBM
In many companies, the process of collecting the data needed
to create regulatory disclosures is a time consuming, manually
intensive process. Many organizations struggle with the common
problems of disparate data collection and input into IBM Cognos
Disclosure Management or IBM Cognos Financial Statement
Reporting (FSR) in a SOX-compliant environment. The future
of the IBM disclosure management platform and Cognos TM1
includes using Cognos TM1 for data collection, aggregation
and analysis targeting specific notes. In this session, attendees
will discuss how the data collection process works and what
economies of scale they can expect with Cognos TM1 and the
relevant IBM disclosure management product working together.
Level: Introductory
1116
Transitioning from GAAP to IFRS with IBM
Cognos Controller
Speaker(s): Patrizio (Pat) Calitri, IBM
The emergence of a truly global economy and the linking of
world capital markets have driven the need for global accounting
standardization. Companies all around the world have adopted
International Financial Reporting Standards (IFRS), while many
North American GAAP-based companies are considering IFRS
adoption or dual reporting strategies. The IBM Cognos financial
suite offers disclosure management and financial reporting
capabilities to help companies manage the transition from GAAP
to IFRS. And IBM Cognos Controller supports multi-GAAP and
IFRS consolidation and reconciliation processes. Join us at this
session to discover how these solutions can help smooth your
transition to international accounting standardization.
Level: Introductory

24
Vision2013 May 19-22, 2013
1119
Empowering the Office of Finance At Fifth
Third Bancorp with IBM Business Analytics
Speaker(s): Craig MacGibbon, Fifth Third Bancorp
Learn how and why the office of finance at Fifth Third Bancorp, a
Cincinnati-based institution with $122 billion in assets, replaced
their existing consolidation, planning and budgeting solutions with
IBM Cognos TM1 and IBM Cognos Business Intelligence. You’ll
also learn how they built on their existing disclosure management
capabilities through their continuing investment in IBM Cognos
Financial Statement Reporting (FSR).
Level: Introductory
1168
Managing Financial and Regulatory
Disclosures with IBM Cognos Solutions
Speaker(s): Zack Ibrahim, IBM; Oded Solomon, IBM; Prabjot
Cheema, IBM
In this informative, hands-on lab session, you’ll explore the use of
IBM Cognos solutions for managing your financial and regulatory
disclosures. You’ll learn about configuring security for users
and groups, creating reports and assigning template workflow,
creating and configuring objects, populating objects with data
(narrative or financial), automating through the use of variables,
adding taxonomy, tagging and generating instance documents,
producing EDGAR output and much more. By the end of this
session, participants will have a very good understanding of the
value of Cognos solutions for disclosure management.
Level: Intermediate
1191
Accelerating Global Consolidations at Jabil
with IBM Cognos Controller
Speaker(s): Ryan Dunlop, Jabil Inc.
Join this session with electronics design and manufacturing
company Jabil to learn how an automated solution for close
and consolidation can deliver greater control and time savings
for your entire financial process. Hear Jabil’s business case for
IBM Cognos Controller in the context of a global business with
facilities in 22 countries. Beyond currency conversion, you’ll see
how Jabil accommodates multiple source systems for a complete,
airtight, and fast close. See how Cognos Controller, integrated
with IBM Cognos TM1 and IBM Cognos Business Intelligence,
helps Jabil with their close process. Come to learn about the
product for the first time or to discover new ways to get more from
your existing investment in Cognos Controller.
Level: Intermediate
1192
How Cigna Uses IBM Cognos Financial
Statement Reporting (FSR) to Strengthen its
Financial Foundation
Speaker(s): John McMonagle III, Cigna Corporation
Join us in this session to learn how Cigna, a global health
insurance and health services company, uses IBM Cognos
Financial Statement Reporting (FSR) in innovative ways to
improve its financial reporting process. You’ll learn how Cigna
uses Cognos FSR for basic reporting tasks and for other tasks
you may not have thought of. You’ll also hear about certain best
practices that Cigna uses for XBRL Reporting, and how Cognos
FSR makes XBRL reporting easier.
Level: Intermediate

25
1193
Saving Time and Money at Waco
International with IBM Cognos Controller and
IBM Cognos FSR
Speaker(s): Louis Naude, Waco International
Join this session to learn how Waco International, a South
Africa-based construction services company, expanded its
implementation of IBM Cognos Controller to all of its IFRS-
required disclosure and achieved dramatic results. You’ll hear how
automation reduced the preparation of group results from five
days to two and how controls within Cognos Controller helped
the company save an annual R1million (US$125k) in audit fees.
You’ll hear about Waco’s plans to introduce IBM Cognos Financial
Statement Reporting (FSR) to enhance report integrity and
streamline statement preparation, with a goal of saving another
R250,000 in annual audit fees. The session will also outline future
plans to use Cognos FSR for monthly operational management
accounts
Level: Intermediate
1202
Learn how Addtech Leverages IBM Cognos
for its Group Management Reporting and
Consolidation
Speaker(s): Jessica Norrman, Addtech AB; Martin Almgren,
Addtech AB, Rickard Rygin, Addedo
Learn how you can use IBM Cognos Controller for more than just
financial consolidation. In this session, you’ll hear how Addtech, a
large technology trading company based in Stockholm, Sweden,
uses Cognos Controller for both legal and management data
including sales and order statistics. Addtech consolidates their
data in Cognos Controller, then lets it flow into IBM Cognos TM1
and Cognos Controller Financial Analytics Publisher (FAP), where
they create KPI’s, variance calculations, and more complex
business logic. This session will outline that process and also
explain how Addtech uses IBM Cognos Business Intelligence for
dashboarding and the distribution of consolidated figures to a
large number of users.
Level: Intermediate

26
Vision2013 May 19-22, 2013
1039
Better Sales Comp: Complex Compensation
Challenges — The Hardest Roles to Design for
in Sales
Speaker(s): Ted Briggs, Better Sales Comp Consultants; Clinton
Gott, Better Sales Comp Consultants
Much of today’s sales compensation planning is difficult and
complex, especially for sales jobs that are outside the traditional
sales role. Join this informative, interactive session for tactical
advice on addressing complex challenges in compensation
planning and designing effective plans for non-traditional sales
jobs. This session covers topics including changing the base/
incentive pay mix, introducing new performance measures and
moving from a ‘one-plan’ approach to job-specific plans. You’ll
learn how to shift from commission/absolute-volume plans to
quota-based plans, how to link compensation to profitable selling
and new product sales, plus plan design for ‘mega-account’
managers and sales managers with multiple territories.
Level: Intermediate
1043
The Cygnal Group: Creating a Global Sales
Compensation Framework - Balancing
Standards with Flexibility
Speaker(s): Donya Rose, The Cygnal Group
Global businesses can benefit from a unified sales approach.
But important differences in selling roles can remain, due to
the maturity of local markets and different pay practices and
expectations from one region to the next. Meanwhile, local
leaders often feel strongly that features of their existing plans are
essential to their success. Join this session to learn how a global
sales compensation framework can bring order to the chaos,
standardizing many aspects of the sales plans while allowing
for local flexibility. You’ll learn about various dimensions of the
framework including pay level vs. market, pay mix and leverage,
incentive measures, performance ranges, incentive form and
mechanics, and sales crediting and payment timing.
Session Type: Best Practicess
Level: Intermediate
Sales Performance Management
1049
Expert Exchange: Managing Compensation
in 2013
Speaker(s): Fred Sass, IBM
Assemble any group of sales operations and compensation
professionals in a room, and you’re sure to hear about diverse
experiences and best practices and gain some valuable
insights. Join this lively group discussion to hear what different
organizations are doing with their compensation practices to
meet strategic corporate objectives in 2013. The discussion will
include compensation committees, managing the process of
plan approvals, key measures for evaluating the success of sales
personnel and review some of the goals and priorities attendees
have for 2013. The session will be facilitated and include a panel
of Cognos SPM customers.
Session Type: Best Practicess
Level: Intermediate
1052
Customer Deployment Survey: A Quantitative
Look at IBM Cognos Sales Performance
Management
Speaker(s): Thomas Ott, IBM
Hear the results of the first customer deployment survey of
2013, including topics such as customer profile information (size,
industry, payee data statistics), system environment (cloud vs. on-
premise, and integration with other systems), processing statistics
(frequency of calculations, transaction volumes and payment
frequency), implementation strategy (all-at-once vs. phased),
reporting strategies, support models and more. You’ll learn about
best practices for system administration, including comparative
information on support staffing models and hear how other
customers are maximizing the value of their investments in IBM
software.
Level: Intermediate
Sales performance management (SPM) and incentive compensation management (ICM) solutions deliver
insight for finance, sales, human resources, and IT line-of-business users. This track will showcase the
technology that can help you streamline your SPM/ICM processes to increase operational efficiencies, reduce
risk, administer compensation plans more effectively, drive desired sales behaviors, and align sales strategy
with sales compensation programs. In addition, thought leaders, partners and customers will share informative
insights about the constantly changing SPM/ICM market.

27
1053
What’s New and ‘In-the-Labs’ for IBM Cognos
Incentive Compensation Management
Speaker(s): Nathon Braymore, IBM; Paul Peters, IBM
The IBM Cognos Incentive Compensation Management solution
is used by hundreds of organizations worldwide, helping to
calculate compensation for millions of payees. In this session,
you’ll see many new features and enhancements of the latest
release and hear about the work being done ‘in-the-labs’. You’ll
learn about user interface (UI) improvements that will make
the solution easier to use, more intuitive, and more productive,
including Workflow Manager, which enables you to define your
unique business processes. You’ll hear about the customer
use cases that contributed to the development of these new
capabilities, and about the work being done in the labs for the
next step in the product roadmap.
Level: Advanced
1054
What’s New and ‘In-the-Labs’ for IBM Cognos
Territory Management and IBM Cognos Quota
Management
Speaker(s): Owen Brangwyn, IBM; Nathon Braymore, IBM;
Mike Meisenheimer, IBM
More and more organizations are looking for ways to lower costs,
reduce dependence on IT, and streamline complex business
processes. IBM Cognos Territory Management and IBM Cognos
Quota Management are cloud-based solutions that take a
prescriptive approach to two business processes that can have
significant complexity for many organizations. In this session,
you will hear about the benefits of storing territories and quotas
in one centralized location in the cloud and learn how the data
can integrate with your compensation solution and with other
systems. You’ll also learn about new features and enhancements
and gain an insight into the work being done ‘in-the-labs’.
Level: Advanced
1058
Why-When-How: Upgrading to IBM Cognos
Incentive Compensation Management V8.0
Speaker(s): Yulian Suwanda, IBM
Early adopters of the IBM Cognos Incentive Compensation
Management solution have witnessed an amazing progression of
new features, capabilities and enhancements over the years. With
the release of Cognos Incentive Compensation Management
V8.0, the journey continues. Attend this session to learn about
new features including Workflow Manager for meeting different
customer workflow requirements, an improved user interface and
additional reporting functionality and enhancements to streamline
compensation-related business processes. You’ll hear about the
key benefits of upgrading as well as best practices and lessons
learned by customers who have completed the upgrade.
Level: Intermediate
1059
Advanced Presenter Reports in IBM Cognos
Incentive Compensation Management with
Sales Effectiveness Reporting
Speaker(s): Timothy Law, IBM; Christina Chang, IBM
The Presenter module of IBM Cognos Incentive Compensation
Management offers a rich array of features that enable
businesses to report on the effectiveness of their sales force. This
session describes how to create easy-to-manage, informative
and visually appealing reports, and shows you how to structure a
model to facilitate report design. The session will offer real-world
case studies that showcase a variety of Presenter functions,
including Data Stores, Charts, Pagination, and Drill-downs.
You’ll learn how to localize reports for organizations with a
global presence and hear tips and tricks to make life easier for
administrators. You’ll also learn about Input Forms and Validations
and see how to tie back to the Workflow Manager module.
Level: Intermediate

28
Vision2013 May 19-22, 2013
1060
Integrating IBM Cognos Incentive
Compensation Management Data with Other
Systems
Speaker(s): Nori Yumiyama, IBM; Khiem Le, IBM
Newly deployed solutions often need to integrate with existing
systems and system architecture. And often there are hurdles to
overcome in making these systems ‘speak the same language.’
Join us to learn about addressing data integration challenges
that may arise when implementing IBM Cognos Incentive
Compensation Management and integrating data with upstream
and downstream systems such as CRM, ERP, HR and payroll.
This session will cover non-relational database systems and
design considerations for integration, generating effective dates
during data integration and utilizing the ‘time’ hierarchy. You’ll
learn how to work with obscure date-based compensation rules,
‘all time’ calendars, ETL processing, data modeling and more.
Level: Intermediate
1061
Lock it Down and Speed it Up -- Period/
Model Locking in IBM Cognos Incentive
Compensation Management
Speaker(s): Ryan Ferguson, IBM; Greg Hartl, IBM
At the end of each period, compensation administrators need
to ensure that commissions are calculated correctly, inquiries
are resolved, approvals are confirmed, and payments are
processed. Then the period is ‘locked.’ Join this in-depth session
to learn how to successfully implement a plan that includes test
strategies for locking in IBM Cognos Incentive Compensation
Management. You’ll hear about design strategies, implementation
considerations and best practices to improve efficiency and
boost performance. You’ll also learn how the period/model
locking feature works, and how to avoid the pitfalls in period/
model locking.
Level: Intermediate
1062
Shaw Industries’ Five-Year Journey from
IBM Cognos Incentive Compensation
Management to Extended SPM
Speaker(s): Valerie Knowles, Shaw Industries
Shaw Industries Group, a subsidiary of Berkshire Hathaway,
is one of the world’s largest manufacturers of carpet, with 75
plants operating in nine states. Shaw sought a better solution
for managing incentive compensation and variable pay and
implemented IBM Cognos Incentive Compensation Management,
deploying 26 complex plans for 2,000 payees in their commercial
and residential lines of business. Attend this session to learn
about Shaw’s five-year journey and the positive impact the
solution has had on their business. You’ll learn about the factors
that led Shaw to choose the Cognos solution and hear how
Shaw is extending it to other lines of business, including executive
reporting, production scheduling, budgeting and forecasting.
Level: Intermediate
1064
Sales Compensation Practices for Industries in
Transformation
Speaker(s): Paul Vinogradov, The Alexandar Group; Natalie
Wolff, IBM
Leading a sales organization is an exhilarating challenge,
particularly in an industry undergoing tremendous change. When
industries transform, the sales organization often must lead
the way - balancing shifting customer needs with a company’s
evolving offerings. Devising the right go-to-market strategy
often involves placing bets on new routes to market, new sales
channels, roles and selling tactics. And the sales compensation
program is often where ‘the rubber meets the road’, guiding
individual sellers with incentives designed to reward the right
behaviors and outcomes. In this session we will explore trends
and best practices in sales compensation in three industries in
transformation: software, medical sales, and financial services.
Level: Intermediate

29
1065
Capital One: Best Practices for Vendor
Selection and Project Deployment
Speaker(s): Deven Tasgaonkar, Capital One; Andrew Rupf, IBM
Capital One offers financial products and services in the US, UK
and Canada, and employs thousands of associates who are paid
through variable incentive compensation programs. Capital One
recently completed a rigorous evaluation process and selected a
new compensation management system, which is currently being
deployed. This session will highlight best practices for evaluating
a vendor, deploying the solution, and implementing a program
governance and management structure. You will also hear how
Capital One is managing project scope, prioritizing features, and
how the system is helping automate SOX compliance.
Level: Intermediate
1066
IBM Cognos Incentive Compensation
Management V8.0: Workflow Manager
Speaker(s): Paul Peters, IBM; Nadine Nesling, IBM; Kim
Wilkinson, IBM; Stephane Raymond, IBM
Join us to experience firsthand the exciting new features and
capabilities of Workflow Manager in the newest release of
IBM Cognos Incentive Compensation Management V8.0.
Facilitated as a step-by-step walkthrough focused on Workflow
Manager, this session will demonstrate some of the most
common workflow use cases addressing many typical business
requirements. Whether you are new to Cognos Incentive
Compensation Management or an experienced user, you will
benefit by attending this session. Follow along on a laptop
computer as we take you through a set of instructions that
demonstrate Workflow Manager.
Level: Advanced
1067
IBM Cognos Territory Management and IBM
Cognos Quota Management
Speaker(s): Owen Brangwyn, IBM; Nathon Braymore, IBM; Kim
Wilkinson, IBM; Stephane Raymond, IBM; Brad Burnaman, IBM
Join us to experience firsthand the features and capabilities
of the newest release of IBM Cognos Sales Performance
Management V3.0. During this step-by-step walkthrough of
IBM Cognos Territory Management and IBM Cognos Quota
Management, you’ll see how you can help your organization
handle the complexity of managing territory assignments,
crediting and quota distribution. Whether you are new to Cognos
Territory Management and Cognos Quota Management or
are an experienced user, you will have a truly valuable learning
experience at this session. Follow along on a laptop computer as
we take you through a set of instructions to demonstrate solutions
to many of the most common challenges in territory and quota
management.
Level: Advanced
1068
Expert Exchange: Talk with the Consultants
about your IBM Cognos ICM Implementation
Challenges
Speaker(s): Claytie Moorman, IBM; Ian Torres, IBM; Khiem Le,
IBM; Ryan Ferguson, IBM; James Mulligan, IBM
Are you faced with a challenging reporting requirement and
not sure how to address it? Are you planning to extend the
reach of your implementation but unsure how to tackle multiple
languages and/or currencies? Are you looking for best practices
and guidance for using multiple calendars to implement retro-
adjustments? Or are you simply looking for ways to utilize your
IBM Cognos Incentive Compensation Management solution to its
full potential? Whatever the question, this is your opportunity to
find answers while picking up some useful tips, tricks, and best
practices. Come prepared with questions for a lively exchange
between customers and experienced consultants.
Level: Advanced

30
Vision2013 May 19-22, 2013
1069
OpenSymmetry and Huntington Bank:
Managing a Multi-phase Implementation of
IBM Cognos ICM
Speaker(s): Barbara Weigel, Huntington Bank; Luke Marciniak,
OpenSymmetry
Join us for an interactive session to hear how Huntington
Bancshares, a diversified regional bank holding company,
worked with OpenSymmetry, a global sales performance
management consulting firm, to transform the bank’s sales
organization with a multi-phase implementation of IBM Cognos
Incentive Compensation Management. You’ll learn about change
management strategies that were put in place to boost end-user
adoption, mitigate risk and improve the overall implementation
process. You’ll also hear how OpenSymmetry and Huntington
are working together to plan for future challenges in regulations
and compliance, as well as future changes to the incentive
compensation plans and associated company strategies.
Level: Intermediate
1070
Bank of the West: Managing Change—
Business and System Flexibility
Speaker(s): Gabriela Slivka, Bank of the West; Bruce Brown,
Bank of the West
In incentives, responding to change and maintaining flexibility
are key to keeping pace with changes in business strategy and
keeping employees motivated. Even when using a state-of-the-art
solution like IBM Cognos Incentive Compensation Management,
managing change both from the business and within the
incentive system can be challenging. Attend this session to learn
how the Bank of the West Regional Banking Group combines
its Incentives, HR Compensation, Business Leadership and
Technology groups to develop and roll out incentive plans. You’ll
hear how Bank of the West shortened development time and
how an unexpected change in business strategy just prior to the
roll-out of a new incentive plan, changed the way future plans are
developed.
Level: Intermediate
1071
Ventana Medical: Self-Implementation of IBM
Cognos ICM - from IT to Finance
Speaker(s): Ann Bellomo, Ventana Medical
Ventana Medical Systems, a division of Roche, is a world-leading
provider of cancer diagnostic systems. After self-implementing
the IBM Cognos Incentive Compensation Management solution
over three years ago, the Ventana finance team continues to
maintain complete ownership of the incentive compensation
process. When a customer self-implements the solution, you can
bet they learn many valuable lessons along the way. Regardless
of whether you are just getting started or have experienced users,
you’ll learn many useful tips and tricks in this session. Join us to
learn why the finance team choose to self-implement the Cognos
solution, and hear some helpful considerations for administering
the solution on a day-to-day basis.
Level: Intermediate
1102
Sales Performance Analytics: A Deloitte and
IBM Perspective
Speaker(s): Anshul Gupta, Deloitte Consulting, LLC; Brad
Burnaman, IBM
Recently, there has been a lot of talk about how analytics can
transform business processes and operations. But many types of
analysis are primarily backward-looking and don’t provide insight
into the full value delivered by the sales force. In this session,
business analysts and leaders in Finance, Sales, and Sales
Operations will examine specific areas of sales performance
metrics and measurement that can be improved with better
analytic techniques. You will learn about trends in advanced
sales performance analytics, and techniques that are employable
today, using IBM Sales Performance Management solutions and
IBM Cognos Business Intelligence platforms, and you’ll see how,
properly employed, they set the stage for predictive analytics.
Level: Intermediate

31
1172
How to Execute Common Workflow Use Cases
in IBM Cognos Incentive Compensation
Management
Speaker(s): Paul Peters, IBM; Nadine Nesling, IBM
Join us for a demonstration and see how to set up and execute
four of the most commonly requested workflow use cases with
Workflow Manager in IBM Cognos Incentive Compensation
Management. You’ll learn about: 1) profile and demographic
information management, 2) notifications and approvals, 3)
inquiries and disputes, and 4) forecasting and goal setting. As
part of this session, you’ll also hear about how to design for the
desired outcomes, and the most important business drivers.
Level: Intermediate
1176
Sales Performance Management Keynote:
Align Selling Resources and Transform
Variable Pay Processes
Speaker(s): Mark Altshuller, IBM; Neil Whitney, IBM
In May of 2012, IBM acquired Varicent, a market leader in sales
performance management (SPM) software. Join us to hear about
the exciting changes that have taken place since the acquisition
and learn why SPM needs to be a critical element in your overall
performance management strategy. You’ll hear how companies
are transforming the processes and functions they use to manage
their sales teams, while avoiding costly surprises in variable
compensation, and doing it all with a level of efficiency and
auditability necessary for reliable regulatory compliance. We’ll also
share news about the latest advances in IBM Sales Performance
Management solutions.
1182
Workshop — Essentials for Better Sales
Compensation Planning - Better Sales Comp
Speaker(s): Robert Yurkutat, Branch Banking & Trust (BB&T);
Marco Wong, IBM
This intensive and interactive half-day workshop will provide
participants with a solid foundation in best practices for sales
compensation planning, design and implementation. You will
gain a better perspective on: clarifying sales strategy and
role definition; plan design process; key design elements
and alternatives; and critical practices for successful plan
implementation. The pros and cons of various plan designs
and features will be highlighted to provide you with the working
knowledge you need to help your company assess and design
more effective plans and avoid common mistakes in sales
compensation plan design.
Level: Intermediate
1185
Branch Banking and Trust Company (BB&T):
A Two-Year Implementation in Two Complex
Lines of Business
Speaker(s): Robert Yurkutat, Branch Banking & Trust (BB&T);
Marco Wong, IBM
BB&T, a bank that operates more than 1,800 financial centers in
the U.S., chose IBM Cognos Sales Performance Management
in early 2011. BB&T selected two of its most complex lines of
business to begin its implementation, each of which presented
its own set of challenges. This session will focus on the lessons
learned during an almost two-year implementation, including
data and plans, functionality, resource constraints, and schedule
revisions. In this session, you’ll gain a realistic client perspective
on both internal and external challenges and solutions, to
help you set realistic expectations and establish successful
partnerships. You will also hear about some product capabilities
that supported this successful implementation and go-live.
Level: Intermediate

32
Vision2013 May 19-22, 2013
1158
Customized Risk Services: How Financial
Institutions Can Outperform the Competition
with-Cloud Solutions
Speaker(s): George Catanese, Raymond James Financial;
Andrew Aziz , IBM
Effective financial risk management starts with data and
ends in insight for risk aware decision-making. A number of
transformation stages from raw data, to derived data, to simulated
data to risk reporting are required, with multiple configuration
choices at each stage. Often firms must choose between
expensive, in-house installations and “black-box” ASP solutions.
But each firm has different capabilities and objectives, so such
stark choices are increasingly outdated. Leading firms are
seeking greater flexibility and interchangeability at different stages
of the transformation journey. This session demonstrates on-
cloud risk solutions that can be tailored to the specific needs of
individual firms. It also includes a client case study.
Level: Intermediate
Risk Management
1159
Pricing and Valuation of Alternative
Investments
Speaker(s): Roman Chorneyko, IBM
The investment community has fundamentally changed in
the last 10 years. Low interest rates and flat equity returns are
forcing investors to look for yield in different places. Unavoidably,
investments that provide higher returns involve assuming more
risk. These potentially higher-return markets include emerging
markets, illiquid markets, real estate, private investments and
other areas that do not have standard models or available data. In
this session, we will look at some of these investment types and
the considerations and consequences for the enterprise-wide risk
picture.
Level: Intermediate
Buy-side Risk Management
Buy-side institutions – those involved in the purchase of financial instruments for clients or for their own
accounts, including insurers, pension funds, asset managers, hedge funds, wealth managers and asset
services – are now more interconnected than ever. Two key factors have combined to bring this about – the tide
of new regulation and the low-yield market environment. Sessions in this track will focus on how to use IBM risk
analytics to manage higher risk investments, maintain regulatory readiness, provide greater transparency and
enable more risk-aware decisions.
This track demonstrates how the combined risk management capabilities of IBM Algorithmics and IBM
OpenPages solutions can help your company achieve profitable growth and address the increasing demands
for regulatory compliance in today’s volatile and complex marketplace. You’ll learn from risk and compliance
professionals how to increase return on capital by making risk-informed decisions on capital allocation while
qualifying for regulatory incentives under Dodd-Frank, Basel II, Basel III and Solvency II. See how you can assure
senior management that top-line and bottom-line performance goals are being met, legal requirements are
adhered to and brand equity is protected.

33
Risk Management
Buy-side Risk Management
1160
Regulatory Readiness: The Impact of New
Regulation on the Buy-side and How to Rise to
the Challenge
Speaker(s): Curt Burmeister, IBM; Martin Botha, IBM; Andrew
Aziz, IBM
New regulations are affecting asset owners, managers and
servicers. We will look at the “interconnectivity of risk” and what
it means. You’ll hear about the global shift in insurance towards
risk-based solvency regimes, eg, RMORSA in the US, Solvency
II in Europe and beyond. Leading insurers are building new
capabilities to be “regulatory ready” and help transform their
businesses. Improved risk transparency and reporting is key in
this new environment and asset managers need to be ready to
respond to demands from regulators and clients.
Level: Intermediate
1161
Managing Both Sides of the Balance Sheet:
How Matching Assets and Liabilities Drives
the Investment Agenda
Speaker(s): Curt Burmeister, IBM
Risk-based solvency capital regimes, the need to optimize
available capital, and greater market volatility are all contributing
to the increased need to improve management of both sides of
the balance sheet. Traditionally, performance and other technical
issues have led to the use of different methods for proxying
liabilities. This session will highlight a new approach to “native” or
full valuation of assets and liabilities in some common valuation
tasks. A practical evaluation of different methods for modeling
assets and liabilities will be presented to show the differences in
risk and what might be missed as a result. You’ll learn about the
key benefits of full asset and full liability modeling and see the
added value of such an approach.
Level: Intermediate
1169
Investigative Risk Analysis with IBM Algo One
Risk and Financial Engineering Workbench
Speaker(s): Christina Sivarajan, IBM
The IBM Algo One Risk and Financial Engineering Workbench
provides a powerful new workspace for investigative risk
analysis. In this hands-on lab session, market and credit risk
managers, investment managers and analysts will experience
the intuitive and interactive capabilities of IBM Algo One Risk
and Financial Engineering Workbench. You will see how it can
improve communication and collaboration between teams of risk
investigators. You will track the path from output to input data,
expand risk measures to locate key contributing factors and
scenarios, annotate sessions with key findings, share comments
with other users to collaborate on investigations and test various
strategies for mitigating risk.
Level: Intermediate

34
Vision2013 May 19-22, 2013
Risk Management
Sell-side Risk Management
Sell-side institutions — those involved in the selling of financial instruments, including banks and financial market
firms — face evolving global markets and a more stringent regulatory landscape. Sessions in this track will draw
on experience with clients from around the world in achieving an integrated risk management environment
that facilitates strategic planning and regulatory compliance while providing greater returns through risk-aware
decisions, comprehensive counterparty management and real-time pricing.
1153
Trends, Risks and Opportunities in Collateral
Management
Speaker(s): Mark Jennis, DTCC; John W. Straley, DTCC
Regulators and participants in the over the counter (OTC)
derivative market agree that collateral management practices
must migrate to more scalable margin processes in order to
reduce systemic risks. Managing margin call volumes, forecasting
funding requirements, coping with increasing liquidity drain and
managing the settlement and safekeeping of collateral have
all become major pain points for risk managers and regulators
seeking to increase transparency. This session will cover trends in
collateral management processing for both cleared and bilateral
OTC derivatives and explore future risks and opportunities for
the industry. Hear how DTCC, as an industry utility, works with
participants to develop solutions to address these challenges.
Level: Intermediate
1154
Optimization of Everything: Aligning
Analytics and Operations for Capital
Efficiency
Speaker(s): David Wechter, IBM
Financial markets are going through a period of unprecedented
change, pressured by regulatory reforms under Basel III, the
Dodd-Frank Act, EMIR, and others. Firms have responded by
refocusing on their fundamentals, investing in new approaches for
maximizing the use of available capital and return on capital. This
session will discuss how smarter analytics can support trading
decisions that improve yields from scarce resources and how
collateral management is evolving to address the demand from
increased requirements. You’ll learn how coordinating decisions
across the back, middle and front offices can provide banks an
opportunity to reduce capital costs and increase returns in ways
that mitigate the profitability impacts of banking reform.
Level: Intermediate
1155
Going Global with Legal Entity Identifier (LEI)
Definitions
Speaker(s): Marlene McMahon, Society for Worldwide Interbank
Financial Telecommunication (SWIFT)
Regulators are demanding more transparency in over the
counter (OTC) derivatives trades, which is driving the demand
for a new Legal Entity Identifier (LEI) to standardize the entity IDs
used for transaction reporting and by systems. This approach
has gained significant momentum in the U.S., and is now being
globally adopted. The LEI will become an unambiguous reference
to enable systems to effectively map entities. Join us at this
session to explore how the LEI could provide more efficient
communication between market participants. Hear about the
benefits of LEI for risk management and learn about the impact of
LEI on financial institutions in the U.S. and internationally.
Level: Introductory

35
Risk Management
Sell-side Risk Management
1156
Clearing Trades Under Emerging Regulations
Speaker(s): Michael Kobida, CME Group
Clearing guidelines from the U.S. Commodity Futures Trading
Commission (CFTC) will soon come into effect for Category
2 entities in the U.S., which covers commodity pools, private
funds, and persons predominantly engaged in activities that
are in the business of banking. In this session, you will learn
about the current state of the market for derivatives and futures,
and hear how emerging regulations are expected to affect risk
management for cleared trades over the trading life cycle.
Level: Introductory
1169
Investigative Risk Analysis with IBM Algo One
Risk and Financial Engineering Workbench
Speaker(s): Christina Sivarajan, IBM
The IBM Algo One Risk and Financial Engineering Workbench
provides a powerful new workspace for investigative risk
analysis. In this hands-on lab session, market and credit risk
managers, investment managers and analysts will experience
the intuitive and interactive capabilities of IBM Algo One Risk
and Financial Engineering Workbench. You will see how it can
improve communication and collaboration between teams of risk
investigators. You will track the path from output to input data,
expand risk measures to locate key contributing factors and
scenarios, annotate sessions with key findings, share comments
with other users to collaborate on investigations and test various
strategies for mitigating risk.
Level: Intermediate
1207
Clear Pressure: Overcoming Obstacles
Improving Your Return on to Capital
Speaker(s): Scott Linden, BNY Mellon
With looming implementation timelines for regulatory reforms
worldwide, banks are in a race to cope with further scarcity of
capital and liquidity by reshaping their most capital-intensive
businesses. Attend this panel discussion to learn about steps
that financial institutions can take to optimize their operations
and decision making processes in the face of pressure from
new global liquidity rules. Attendees will hear how banks can
overcome the obstacles presented by new collateral posting
obligations and eligibility, new eligibility criteria for risk-weighted
assets, emerging clearing and bilateral margining regimes, and
increasingly expensive funding sources.
Level: Introductory

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