2015 Summit Overview

Organizations who effectively manage financial and operational performance have a competitive advantage. Leading edge companies are leveraging technology to transform data into organizational insight for more accurate planning and effective decision making. As a strategic advisor to business, the finance department is charting the course towards optimized performance management by driving value-added analysis & reporting that impacts the entire organization.

Join us at the 2015 Performance Management Summit and learn ways to lead your finance team down the path of success. This year's Summit will be at the world-renowned Bellagio Las Vegas and includes two and half days of interactive education and networking.

Why Attend?

  • Participate in detailed educational sessions 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, Mar. 15th

Monday, Mar. 16th

Tuesday, Mar. 17th

Wednesday, Mar. 18th

Time Event & Duration
7:00 pm
Welcome Reception
Time Event & Duration
7:30 am
8:30 am
2015 Welcome & Keynote Address
10:10 am
Introduction to Dashboards & Visualizations
Let It Roll: How to Enable Efficient Rolling Forecasts in Your Organization
The Best of Both Worlds - Axiom and Kaufman Hall Solutions Come Together
11:10 am
Building a Complete Dashboard in Axiom
System Optimization & Performance Tuning
12:00 pm
1:00 pm
Case Study: Saltchuk – Using Axiom in the Cloud to Manage and Monitor Complex Data
Performance Management Solutions Drive Results in the Financial Services Industry
Higher Education: Managing Performance in a Turbulent Environment
Transforming Cost Accounting to Improve Service Line Reporting
2:00 pm
Customizing the User Experience
Case Study: Community Bank System - Taking Profitability to the Next Level
Case Study: Tufts University’s Enterprise Approach to Operating Budget and Position Management
Case Study: Sentara Healthcare - Managing Healthcare Costs in a Labor Friendly Way
3:00 pm
Migrating to the Cloud
Case Study: CommunityAmerica Credit Union - Rolling Forecasting
Financial Planning Best Practices for Higher Education
Rolling Forecasting: An Alternative to Budgeting for More Effective Financial Management
4:00 pm
The Convergence of Data Management, Business Intelligence and Financial Planning
Case Study: Community Trust Bank – Loan Credit Quality Migration and Substandard Credit Reporting
Case Study: Stanford University Optimizes Student Aid Planning with Axiom Forms
Maximize the Benefit of your Costing System by Enhancing Costing Accuracy
5:00 pm
Networking Reception
Time Event & Duration
7:30 am
8:30 am
Alison Levine - Keynote Address
10:00 am
Better Experience Through Good Design – How Incase Utilizes Axiom Forms for Cash Flow Planning
Introduction to Dashboards & Visualizations
Report Distribution Best Practices
11:00 am
Owning Your Planning System
Introduction to Axiom Report Writing
Advanced Reporting Techniques and Data Explorer
12:00 pm
1:00 pm
Understanding Axiom Security
Streamline the Management & Tracking of Complex Processes in Axiom EPM
What's New in Budget Advisor & Productivity
Developing a Sustainable Financial Plan
2:00 pm
10 Technical Features Simplified
FTP & Profitability Workshop
What's New in Hospital Advisor, Capital Advisor & Strategic Cost Advisor
Linking Costs and Productivity to Improve Operating Results
3:00 pm
Labor Planning Best Practices
Case Study: MemorialCare Health System – Evolving the Financial Management Process to Meet the Needs of an Emerging Health System
4:00 pm
Axiom EPM Platform Roadmap
Financial Institution Industry Roundtable
Higher Education Industry Roundtable
Healthcare Industry Roadmap
7:00 pm
Customer Appreciation Reception - Awards Banquet
Time Event & Duration
8:00 am
8:30 am
Forms & Dashboard Workshop
System Optimization & Performance Tuning
Improve your budget process to manage change and increase accountability
9:30 am
Exploring Axiom Queries: Advanced Techniques
Physician Performance Reporting
10:30 am
Owning Your Planning System
Population Health Management

Please note - sessions subject to change.


Inspired by the Lake Como town of Bellagio in Italy, Bellagio resort and casino is famed for its elegance & luxury. Featuring not only the Fountains of Bellagio, one of the most spectacular highlights of the Strip, this extravagent hotel also houses Fiori di Como, a themed conservatory and botanical gardens as well as the Cirque du Soleil aquatic production "O". Bellagio has set records winning the AAA Five Diamond Award thirteen years in a row.

Reserve Your Room at Bellagio

Featured Keynote Speaker


Join us as we welcome Alison Levine to the main stage! Ms. Levine has climbed the highest peak on every continent, served as the team captain of the first American Women’s Everest Expedition, and skied across the Arctic Circle to the geographic North Pole. Alison currently serves as an adjunct professor at the United States Military Academy at West Point where she lectures on the topic of leading teams in extreme environments. She is also the author of the New York Times best-selling book On the Edge, which is a compilation of lessons she learned during her various expeditions.

Questions? Contact Us!

Angela Brown

503-977-0234 x588


3600 Las Vegas Blvd S,
Las Vegas, NV