2016 Summit Overview

Innovative companies are transforming financial and operational data into organizational insight for more accurate planning and effective decision making. As the pace of business continues to increase, acceleration becomes necessary for organizations and individuals to be successful. By driving value-added analysis and reporting to increase efficiencies and optimize performance management, the finance department serves as a strategic advisor to the business in accelerating success that impacts the entire organization.

Join us at the 2016 Performance Management Summit and learn how to lead your finance team down the path of success. This year's Summit will be at the Cosmopolitan of Las Vegas and includes 2 ½ days of interactive education and networking.

Why Attend?

  • Participate in detailed educational sessions and learn best practices on how to improve your use of performance management technology
  • Learn about the latest software enhancements that can add value to your organization
  • Hear directly from customers who are successfully managing performance in their organizations
  • Interact and engage with your peers at exclusive networking events
  • Earn CPE Credits

Justify Your Trip!

Need a quick and easy way to convey the value of your attendance? Download our Sample Letter for specific examples on how your participation will pay dividends in the future.


Sunday, May. 15th

Monday, May. 16th

Tuesday, May. 17th

Wednesday, May. 18th

Time Event & Duration
6:00 pm
Welcome Reception
Time Event & Duration
7:30 am
8:30 am
2016 Welcome & Keynote Address
10:00 am
What's New in Axiom EPM 9.0 - Web User Experience
Introduction to Axiom Report Writing
Preparing for a New Planning Cycle in Axiom EPM
What's New in Budget Advisor, Capital Advisor and Hospital Advisor?
11:00 am
What's New in Axiom EPM 9.0 - Enhanced Administration Tools
Building Better (and Faster!) Reports
Kaufman Hall's EPM Suite Overview
12:00 pm
1:00 pm
Understanding Axiom Security
Performance Management Solutions Drive Results in the Financial Services Industry
Financial Planning Best Practices for Higher Education
Healthcare Industry Keynote: Solutions for the New Era
2:00 pm
Migrating to the Cloud
Implementing Axiom as a Solution for DFAST
Case Study: Tufts University
Introduction to Dashboards & Visualizations
3:00 pm
Using Process Management to Manage Your Planning Workflow
Case Study: Driving Profitability Through Incentive Compensation with STAR Financial Bank
Labor Planning in Higher Education
Performance Reporting in the Evolving Healthcare Industry
4:00 pm
Avoiding Common Design Pitfalls
Case Study: Implementing Commercial Performance Measurement Scorecards with First MidWest Bank
Case Study: Higher Education
Lean Transformation in Healthcare
5:00 pm
Networking Reception
Time Event & Duration
7:30 am
8:30 am
John Foley- Keynote Address
10:00 am
What's New in Axiom EPM 9.0 - Web User Experience
System Optimization & Performance Tuning
Case Study: Saltchuk - Using Axiom Analytics for Real-Time Operational Monitoring
Manage Risk and Address Uncertainties Using Strategic Financial Planning
11:00 am
What's New in Axiom EPM 9.0 - Enhanced Administration Tools
Building a Complete Dashboard in Axiom
Case Study: Transport of London - Using Axiom Dashboards to Drive Better Business Intelligence
Capital Planning, Management and Allocation in the New Era
12:00 pm
1:00 pm
Achieving Accurate and Efficient Cost Data to Drive Decisions
Increasing Value through Proactive Margin Management - Part 1
Case Study: Higher Education
Productivity Dashboards in Healthcare: De-Mystifying Bi-Weekly Reporting at OHSU
2:00 pm
Improve Strategic and Operational Planning using Service Line Analytics
Increasing Value through Proactive Margin Management - Part 2
Web Based Reporting at UCL
Rolling Forecasts as Part of An Integrated Planning Model
3:00 pm
Report Distribution Best Practices
Financial Industry Case Study
Case Study: Good Samaritan
Why Clients are Upgrading to the Kaufman Hall EPM Suite
4:00 pm
Axiom EPM Technology Roadmap
7:00 pm
Closing Party
Time Event & Duration
8:00 am
9:00 am
Hands-on: Report Writing Made Easy (INTRODUCTORY). Tips, Tricks and Best Practices.
Exploring Axiom Queries: Advanced Techniques
Report Writing for Healthcare Workshop
10:00 am
Hands-on: Report Writing Made Easy (INTERMEDIATE). Tips, Tricks and Best Practices.
Hands-on: Create Exciting New Web Content with Axiom 9.0
Detailed Costing Methods – Automating your Costing Methodology to Increase Efficiency and Accuracy

Please note - sessions are subject to change.

The Cosmopolitan

The Cosmopolitan is a truly unique Las Vegas resort experience - a blend of arty sophistication and comfortable elegance. Many of the hotel's 2,995 rooms and suites have private terraces, the only property with outdoor balconies on the Strip. The Cosmo features several top-rated restaurants, numerous unique bars, three outdoor pools, a high-end spa and fitness facility and an extensive art exhibition area. Be sure to check out The Chandelier - a three-story bar that exists in a giant light fixture. It provides a bit of playground, art exhibit and cocktail haven all at once.

Room Rates:

The Cosmopolitan highlights the latest in style and convenience in their urban-inspired guest rooms. Book now to take advantage of the discounted Summit rate of $199.00 per night for a City Room!

Reservation deadline: April 15, 2016

Reserve Your Room at The Cosmo

Featured Keynote Speaker

John Foley

Join us as we welcome John Foley to the main stage. Talk about someone who knows a thing or two about accelerating success! John Foley’s personal path to High Performance began as a child, when he stood alongside his father at an air show featuring the Blue Angels. From that moment, John knew deep in his heart that someday he’d be carving up the skies as a member of the Blues. Eventually, he lived that dream, but getting there wasn’t easy. John’s journey from an awe-struck child to the cockpit of the Blue Angels’ F/A-18 Hornet is a study in persistence, hard work and the will to overcome obstacles and setbacks.

Those ideals fit within three overriding traits that mark John’s presentations: First, a contagious attitude of thankfulness that he calls Glad To Be Here®. Second, an energizing delivery that inspires High Performance and service to others. And, third, a practical model for living out his message that works in other organizations as well as it works for the Blue Angels.

Questions? Contact Us!

Courtney Stiven

503-977-0234 x610

The Cosmopolitan

3708 Las Vegas Blvd S.
Las Vegas, NV 89108