The Longview Smart Client is the next generation component of the Longview Platform that finance professionals can use to configure their Consolidation and Planning applications. Smart Client applications bridge the gap between web and desktop applications, providing the benefits of a web application such as leveraging the Internet and offering remote access to data, while still providing the crisp look and feel inherent to desktop applications. During this hands-on session, learn how to build a Longview App incorporating industry standard user interfaces (i.e. HTML, Java Script) with Longview's Application Framework and Smart Client to greatly enhance the user experience of your Longview financial processes.
MONDAY, MAY 14
10:00am-6:00pm
Dialog Hospitality Desk Open
12:00-5:00pm
(Lunch 12:00-1:00pm)
Using Longview Smart Client to Build Longview Apps
Longview
The Longview Smart Client is the next generation component of the Longview Platform that finance professionals can use to configure their Consolidation and Planning applications. Smart Client applications bridge the gap between web and desktop applications, providing the benefits of a web application such as leveraging the Internet and offering remote access to data, while still providing the crisp look and feel inherent to desktop applications. During this hands-on session, learn how to build a Longview App incorporating industry standard user interfaces (i.e. HTML, Java Script) with Longview's Application Framework and Smart Client to greatly enhance the user experience of your Longview financial processes.
7:00-10:00pm
Dialog Hospitality Desk Open
7:00 -10:00pm
Event
Welcome Reception
Experience the ultra-chic atmosphere of the W Hotel while you meet your fellow attendees.
TUESDAY, MAY 15
6:30-8:00am
Dialog Hospitality Desk Open
8:00-8:05am
Main Tent
Welcome
Longview
8:05-8:45am
Main Tent
Longview Strategic Update
Longview
This session will provide an overview of Longview’s strategy and plans for 2012 and beyond.
8:45-9:30am
Main Tent
Product and Technology Strategic Update
Longview
Hear directly from Longview’s technical visionaries as they share Longview’s product and technology vision, what’s new and improved in Longview’s latest and upcoming releases while also getting a glimpse into the future as they discuss key product and technology initiatives and priorities for 2012 and beyond.
Learning
Using Longview for Excel Add-in with Tax Workpapers
Longview
Longview for Excel Add-in is a powerful tool used to link your Excel Tax Workpapers with Longview Tax. Attend this session to get tips and techniques on dynamically updating work papers and using power pivot.
CPM
CPM General Session
TBD
TBD
Tax
Longview for Excel: Exploiting the potential for Global Tax reporting and analytics
Swiss Re
Longview for Excel has extensive capabilities and flexibility but often times may be underutilized. Swiss Re exploits the functions of Longview for Excel for external tax reporting, SOx controls, monitoring worldwide tax provision submissions, automating data input, and other various types and levels of analytics. Attend this session to get an overview and a live demo of Swiss Re’s implementation and discover creative ways to get more out of your implementation.
IT/Technical
Longview 7 Technical Overview
Longview
This session will provide an extensive overview of the architecture and technical components of Longview 7. The overview will focus on enhancements in Longview 7, including the Smart Client technology and supported platforms for the client and server components.
CPM Solutions Lab
Closed
Longview
Tax Solutions Lab
Longview Tax: Open Q&A
Longview
An open forum for customers to ask questions on any Longview Tax related topic such as Introduction to Longview Tax, Using Longview for Excel, Tax Data Warehouse, Return-ready provision, Data Integration, Compliance integration, etc.
Learning
Test Drive Longview Tax & Interim Reporting
Longview
TBD
CPM
CPM General Session
TBD
TBD
Tax
What's New in Longview Tax?
Longview
Attend this session to get more information about the latest enhancements and features to Longview Tax, including usability improvements, functionality enhancements that allow for additional tax calculations and the simplification of administration features.
IT/Technical
Integrating 3rd Party Data Sources with Longview Data Integration
Longview
Attend this session to understand various options in Longview 7 that allow you to integrate data with third-party source systems and applications, such as ERP, CRM, and SCM. Get an overview of the various options ranging from ASCII to ETL and web services, and see the full capabilities of the Longview Integration Suite (LVIS).
CPM Solutions Lab
Closed
Longview
Tax Solutions Lab
Longview Tax: Open Q&A
Longview
An open forum for customers to ask questions on any Longview Tax related topic such as Introduction to Longview Tax, Using Longview for Excel, Tax Data Warehouse, Return-ready provision, Data Integration, Compliance integration, etc.
Learning
Optimizing your Longview Application Framework with Best Practices and Better Performance
Longview
TBD
CPM
What's New in Longview 7
Longview
Attend this session to see the newest features and enhancements in the latest release of Longview 7. This session will be relevant to both current users of Longview 7, as well as Khalix v3 users.
Tax
Tax General Session
TBD
TBD
IT/Technical
Longview 7 Technical Overview (repeat session)
Longview
This session will provide an extensive overview of the architecture and technical components of Longview 7. The overview will focus on enhancements in Longview 7, including the Smart Client technology and supported platforms for the client and server components.
CPM
Longview FXR: A Customer Case Study
99 Cents Only Stores
Learn how 99 Cents Only evaluated, selected and implemented Longview FXR, Longview's XBRL reporting software.
CPM Solutions Lab
Ask the Architect
Longview
The Solutions Lab is your opportunity to get expert advice from Longview subject matter experts. It is not necessary for you to register for this session to participate in the Lab. Simply visit the booth and get your questions answered on the spot!
Tax Solutions Lab
Closed
Longview
Learning
Take Your Longview Data to the Next Level with Microstrategy Dashboards
Longview
TBD
CPM
Enterprise-wide Planning and Forecasting: Doing More with Less
UPS
Are you finding innovative ways to use Longview to improve business processes? Learn how UPS leverages the Longview schedules and Longview for Excel APIs to come up with outside-the-box solutions to time consuming business processes. Attend this session for an in-depth review of how UPS manages global headcount reporting and other special projects with Longview CPM.
Tax
Tax General Session
TBD
TBD
IT/Technical
Integrating 3rd Party Data Sources with Longview Data Integration
Longview
Attend this session to understand various options in Longview 7 that allow you to integrate data with third-party source systems and applications, such as ERP, CRM, and SCM. Get an overview of the various options ranging from ASCII to ETL and web services, and see the full capabilities of the Longview Integration Suite (LVIS).
CPM
Longview Value Analysis
Longview
Do you know all of the features that are available to you with your current version of Longview? Are you meeting user requirements with your existing configuration or are there other approaches you could consider? During this session, hear how customers are using the Longview Value Analysis offering to get recommendations on how to improve their systems' usability, address new/existing functional pain points and improve system performance.
CPM Solutions Lab
Ask the Architect
Longview
The Solutions Lab is your opportunity to get expert advice from Longview subject matter experts. It is not necessary for you to register for this session to participate in the Lab. Simply visit the booth and get your questions answered on the spot!
Tax Solutions Lab
Closed
Longview
Learning
Test Drive the New Longview Smart Client
Longview
Attend this session and test drive the new Longview App using Longview Smart Client technology. See how this new technology can improve the user experience of your Longview application.
CPM
Harnessing the Full Power of Application Framework in Longview 7
Longview
Is your Longview application taking full advantage of the Longview Application Framework (formerly Modeling Node)? You can leverage the powerful and dynamic features of the Longview Application Framework to improve processes; from modeling to maintenance, across single or multiple Longview application instances. Attend this session for an in-depth review of how you can automatically execute calculation models, streamline administrative processes and keep reporting hierarchies up-to-date.
Tax
Longview Tax: Customer Experience
Pfizer
TBD
IT/Technical
Optimizing the Performance of your Longview 7 Application (for attendees familiar with performance tuning concepts)
Longview
Attend this informative session to learn tuning methodology and different features that can be used to optimize your Longview/Khalix application to achieve better performance. This session is a great review for more established and experienced customers.
CPM
Longview Planning and Consolidation: Customer experience
MTV Networks
TBD
CPM Solutions Lab
Ask the Architect
Longview
The Solutions Lab is your opportunity to get expert advice from Longview subject matter experts. It is not necessary for you to register for this session to participate in the Lab. Simply visit the booth and get your questions answered on the spot!
Tax Solutions Lab
Longview Tax: Open Q&A
Longview
An open forum for customers to ask questions on any Longview Tax related topic such as Introduction to Longview Tax, Using Longview for Excel, Tax Data Warehouse, Return-ready provision, Data Integration, Compliance integration, etc.
5:00-10:00pm
Event
Interactive Event / Dinner
WEDNESDAY MAY 16
6:30-9:00am
Dialog Hospitality Desk Open
6:45-8:00am
Event
Beat the Bear 5k Walk/Run
9:00-11:30am
Main Tent
TBD
TBD
TBD
Learning
Optimizing your Longview Application Framework with Best Practices and Better Performance (repeat session)
Longview
Take your existing Longview Application Framework (formerly Modeling Node) processes to the next level. Attend this session to learn quick tips and tricks on how to make your processes more robust and improve the performance of your code.
CPM
Longview Office Integration Services
Longview
Learn about Longview’s new Client Services offering designed to enhance the integration of your Longview solution with Microsoft Office. Attend this session to discover several examples of unique Excel Add-in solutions, including: dynamic reporting, hierarchy charts and maintenance tools, KPI dashboards, data visualizations and integration with the Longview Application Framework modeling engine.
Tax
Blending Longview Tax with external applications for operational synergies and tactical benefits
The Co-Operators
One of the main goals of Longview Tax is to automate the tax reporting process and help customers focus on value added analysis and activities. This could be achieved using the Longview Tax platform alone and also via integration with 3rd party applications. Attend this session to learn how The Co-operators Group Limited is currently using Longview Tax and its future plans to extend the benefits of Longview Tax, including their co-existence strategy with external complementary applications.
IT/Technical
Optimizing the Performance of Your Longview 7 Application (Introductory Session)
Longview
If your company is currently using or planning to upgrade to Longview 7, be sure to attend this session to learn more about the ways to optimize your application to achieve better performance. This high-level overview is ideal for system administrators who have minimal experience or knowledge of performance tuning methodology.
CPM
Complex Modeling: Customer Presentation
TBD
Attend this session to hear how Longview is able to address complex modeling requirements.
CPM Solutions Lab
Application Framework
Longview
The Solutions Lab is your opportunity to get expert advice from Longview subject matter experts. It is not necessary for you to register for this session to participate in the Lab. Simply visit the booth and get your questions answered on the spot!
Tax Solutions Lab
Longview Tax: Open Q&A
Longview
An open forum for customers to ask questions on any Longview Tax related topic such as Introduction to Longview Tax, Using Longview for Excel, Tax Data Warehouse, Return-ready provision, Data Integration, Compliance integration, etc.
Learning
Test Drive the New Longview Smart Client (repeat session)
Longview
Attend this session and test drive the new Longview App using Longview Smart Client technology. See how this new technology can improve the user experience of your Longview application.
CPM
Customer Panel Discussion: Implementation Benefits
TBD
Attend this panel discussion to hear first-hand accounts from other Longview customers as they share the benefits they have realized since implementing their Longview applications.
Tax
Beyond Tax Reporting: Implementing a Strategic Vision for a Global Tax Solution
UTC
Tax provisioning is one of the obvious applications of Longview Tax, however the Longview Tax platform can do much more. United Technologies Corporation (UTC) has a clear vision for a Global tax solution that goes beyond tax reporting, including better compliance, cost optimization and improved finance staff productivity. Attend this session to learn how UTC is currently using Longview Tax and its roadmap for an advanced Longview implementation that will fulfill its vision.
IT/Technical
Longview 7 Hardware Deployment including Virtualization and Hosted Environments
Longview
This session will focus on Longview 7 deployment considerations for customers and their IT departments. Whether you are just upgrading from Khalix 3.5 or also purchasing new hardware and upgrading the technical platform, this session will be informative. You will learn about deployment across various configurations, as well as current trends such as outsourcing to a hosted provider or fitting within a virtualized server environment.
CPM
What Can the Longview Smart Client Do For You?
Longview
The latest release of Longview 7 introduces the Longview Smart Client, which offers powerful rich client functionality with the benefits of a browser-based interface. Attend this session to see how the Longview dashboard launches Longview Smart Client end-user forms, wizards, applications, and other functionality that previously required Longview Desktop.
CPM Solutions Lab
Longview Office Integration Services
Longview
The Solutions Lab is your opportunity to get expert advice from Longview subject matter experts. It is not necessary for you to register for this session to participate in the Lab. Simply visit the booth and get your questions answered on the spot!
Tax Solutions Lab
Longview Tax: Open Q&A
Longview
An open forum for customers to ask questions on any Longview Tax related topic such as Introduction to Longview Tax, Using Longview for Excel, Tax Data Warehouse, Return-ready provision, Data Integration, Compliance integration, etc.
3:00-4:00pm
Breakout Sessions
Learning
Using Longview for Excel Add-in with Tax Workpapers
Longview
TBD
CPM
Building on your CPM Success to Master Tax Reporting
Longview
Longview 7 is the only CPM solution that offers integrated tax reporting capabilities along with the other core financial processes of Financial Consolidation and Planning. Attend this session to see examples of how your CPM platform provides you with a solid foundation for automating your tax reporting process and the benefits of enabling all of these processes on a truly unified platform.
Tax
How to Introduce a Tax Data Warehouse (TDW) into your Environment
TBD
The tax data warehouse is more practical than most people think. Did you know that the Longview platform includes world-class capability to collect and report on tax sensitive data beyond the tax provision? In this session you will learn about the technology, as well as the value and benefits that the Longview Tax Data Warehouse can bring to your tax department.
IT/Technical
Longview Smart Client - A Technical Perspective
Longview
This session will provide an extensive overview of the Longview architecture and architectural components that comprise Longview 7. The discussion will focus on enhancements in Longview 7, including the Smart Client technology, as well as supported platforms for the client and server components.
CPM
Integrated Operational and Long Range Planning Leveraging Application Framework and Longview for Excel
3M
The unified Longview platform provides customers with a solid foundation and configurability for operational as well as strategic performance management. Attend this session to learn how 3M performs fully integrated planning with Longview and has gained significant productivity benefits moving from Longview Desktop to the Longview Application Framework for processes such as product allocations, cost calculations, and bottom-up to top-down processes. Also learn how 3M uses Longview for Excel for strategic plans and monthly rolling estimates.
CPM Solutions Lab
BI Integration
Longview
The Solutions Lab is your opportunity to get expert advice from Longview subject matter experts. It is not necessary for you to register for this session to participate in the Lab. Simply visit the booth and get your questions answered on the spot!
Tax Solutions Lab
Longview Tax: Open Q&A
Longview
An open forum for customers to ask questions on any Longview Tax related topic such as Introduction to Longview Tax, Using Longview for Excel, Tax Data Warehouse, Return-ready provision, Data Integration, Compliance integration, etc.
4:00-6:45pm
Free Time Activities
6:45-10:00pm
Event
Thank You Dinner
THURSDAY, MAY 17
9:30-10:30am
Breakout Sessions
Learning
Test Drive Longview Tax and Interim Reporting (repeat session)
Longview
Process improvement and transparency are not just year-end tax reporting problems. The interim reporting process can be automated too. Longview Tax includes functionality to automate the interim provision. Attend this session to learn more and test drive these capabilities.
CPM
Upgrading to Longview 7
Longview
Attend this session to learn about the benefits of Longview 7, including customer experiences with the Longview upgrade process and strategies for a successful upgrade. The session will discuss best practices to follow and pitfalls to avoid during the upgrade process and how to maintain the consistency of the application through migration. Key benefits that customers have realized will also be shared, including expanded symbol capacity, improved performance, enhanced integration and other inherent improvements provided by the Longview 7 architecture.
Tax
Tax Service Provider Led Session
TBD
TBD
IT/Technical
Disaster Recovery - Business Reasons and Deployment Options
Longview
Attend this session for an extensive discussion around Longview 7 and disaster recovery plans. Various strategies will be explored to ensure that your Longview 7 application is deployed with an emergency preparedness plan that suits your organizational needs.
CPM
Longview Planning & Reporting: Customer Experience
TBD
TBD
CPM Solutions Lab
Longview Integration Suite (LVIS)
Longview
The Solutions Lab is your opportunity to get expert advice from Longview subject matter experts. It is not necessary for you to register for this session to participate in the Lab. Simply visit the booth and get your questions answered on the spot!
Tax Solutions Lab
Longview Tax: Open Q&A
Longview
An open forum for customers to ask questions on any Longview Tax related topic such as Introduction to Longview Tax, Using Longview for Excel, Tax Data Warehouse, Return-ready provision, Data Integration, Compliance integration, etc.
10:45-11:45pm
Breakout Sessions
Learning
Test Drive the New Longview Smart Client (repeat session)
Longview
Attend this session and test drive the new Longview App using Longview Smart Client technology. See how this new technology can improve the user experience of your Longview application.
CPM
Achieving the CPM Vision with Longview
Nationwide Building Society
Achieving the CPM vision with Longview.
Tax
Best Practices for the Tax Basis Balance Sheet Method
Longview
Globally, the tax basis balance sheet is becoming more prevelant in tax departments. Longview Tax supports the tax basis balance sheet and can greatly reduce the overall effort of maintaining it. During this session learn about best practices on the development and maintenance of a tax basis balance sheet.
IT/Technical
Longview 7 Upgrade - A Technical Perspective
Longview
This session is designed for customers who are considering or planning to upgrade from Khalix 3.5 to Longview 7. Topics will include best practices for a successful upgrade, key differences and similarities between the two versions, risk mitigation strategies, typical timelines, platform requirements and common pitfalls to avoid.
CPM
What's New in Longview FXR?
Longview
Longview FXR is a comprehensive, easy-to-use "Last Mile of Finance" solution for automating and optimizing the external financial reporting process from data preparation straight through to external and regulatory filing. Attend this session to learn how the enhancements in Longview FXR improve the world-class user experience designed to simplify and streamline the authoring and editing of financial statements and associated filings, including real-time collaboration, document preparation and management, advanced workflow, embedded XBRL/iXBRL, integrated data management (i.e., rounding, scaling) and flexible publishing options.
CPM Solutions Lab
Smart Client + Upgrade
Longview
The Solutions Lab is your opportunity to get expert advice from Longview subject matter experts. It is not necessary for you to register for this session to participate in the Lab. Simply visit the booth and get your questions answered on the spot!
Tax Solutions Lab
Longview Tax: Open Q&A
Longview
An open forum for customers to ask questions on any Longview Tax related topic such as Introduction to Longview Tax, Using Longview for Excel, Tax Data Warehouse, Return-ready provision, Data Integration, Compliance integration, etc.
TRACK: LEARNING
12:00-5:00pm
Pre-Conference Workshop: Using Longview Smart Client to Build Longview Apps
Longview
The Longview Smart Client is the next generation component of the Longview Platform that finance professionals can use to configure their Tax, Consolidation and Planning applications. Smart Client applications bridge the gap between web and desktop applications, providing the benefits of a web application such as leveraging the internet and offering remote access to data, while still providing the crisp look and feel inherent to desktop applications. During this hands on session, learn how to build a Longview App incorporating industry standard user interfaces (i.e. HTML, Java Script) with Longview's Application Framework and Smart Client to greatly enhance the user experience of your Longview financial processes.
9:45-10:45am
Using Longview for Excel Add-in with Tax Workpapers
Longview
Longview for Excel Add-in is a powerful tool used to link your Excel Tax Workpapers with Longview Tax. Attend this session to get tips and techniques on dynamically updating work papers and using power pivot.
11:00-12:00pm
Test Drive Longview Tax & Interim Reporting
Longview
Process improvement and transparency are not just year-end tax reporting problems. The interim reporting process can be automated too. Longview Tax includes functionality to automate the interim provision. Attend this session to learn more and test drive these capabilities.
1:00-2:00pm
Optimizing your Longview Application Framework with Best Practices and Better Performance
Longview
Take your existing Longview Application Framework (formerly Modeling Node) processes to the next level. Attend this session to learn quick tips and tricks on how to make your processes more robust and improve the performance of your code.
2:15-3:15pm
Take Your Longview Data to the Next Level with Microstrategy Dashboards
Longview
Longview has formed a strategic partnership with MicroStrategy to provide world class business intelligence (BI) functionality that integrates seamlessly with your Longview application. This session will cover the Longview ODS, how it is set up and used to integrate with MicroStrategy to display reports on the web, mobile devices and in MS Word and PowerPoint documents.
3:30-4:30
Test Drive the New Longview Smart Client
Longview
Attend this session and test drive the new Longview App using Longview Smart Client technology. See how this new technology can improve the user experience of your Longview application.
11:45-12:45pm
Optimizing your Longview Application Framework with Best Practices and Better Performance (repeat session)
Longview
Take your existing Longview Application Framework (formerly Modeling Node) processes to the next level. Attend this session to learn quick tips and tricks on how to make your processes more robust and improve the performance of your code.
1:45-2:45pm
Test Drive the New Longview Smart Client (repeat session)
Longview
Attend this session and test drive the new Longview App using Longview Smart Client technology. See how this new technology can improve the user experience of your Longview application.
3:00-4:00pm
Using Longview for Excel Add-in with Tax Workpapers
Longview
Longview for Excel Add-in is a powerful tool used to link your Excel Tax Workpapers with Longview Tax. Attend this session to get tips and techniques on dynamically updating work papers and using power pivot.
9:30-10:30am
Test Drive Longview Tax and Interim Reporting (repeat session)
Longview
Process improvement and transparency are not just year-end tax reporting problems. The interim reporting process can be automated too. Longview Tax includes functionality to automate the interim provision. Attend this session to learn more and test drive these capabilities.
10:45 – 11:45am
Test Drive the New Longview Smart Client (repeat session)
Longview
Attend this session and test drive the new Longview App using Longview Smart Client technology. See how this new technology can improve the user experience of your Longview application.
TRACK: CPM
TBD
TBD
1:00-2:00pm
What's New in Longview 7
Longview
Attend this session to see the newest features and enhancements in the latest release of Longview 7. This session will be relevant to both current users of Longview 7, as well as Khalix v3 users.
Longview FXR: A Customer Case Study
99 Cents Only
Learn how 99 Cents Only evaluated, selected and implemented Longview FXR, Longview's XBRL reporting software.
2:15-3:15pm
Enterprise-wide Planning and Forecasting: Doing More with Less
UPS
Are you finding innovative ways to use Longview to improve business processes? Learn how UPS leverages the Longview schedules and Longview for Excel APIs to come up with outside-the-box solutions to time consuming business processes. Attend this session for an in-depth review of how UPS manages global headcount reporting and other special projects with Longview CPM.
Longview Value Analysis
Longview
Do you know all of the features that are available to you with your current version of Longview? Are you meeting user requirements with your existing configuration or are there other approaches you could consider? During this session, hear how customers are using the Longview Value Analysis offering to get recommendations on how to improve their systems' usability, address new/existing functional pain points and improve system performance.
3:30-4:30pm
Longview Planning and Consolidation: Customer Experience
MTV Networks
TBD
Harnessing the Full Power of Application Framework in Longview 7
Longview
Is your Longview application taking full advantage of the Longview Application Framework (formerly Modeling Node)? You can leverage the powerful and dynamic features of the Longview Application Framework to improve processes; from modeling to maintenance, across single or multiple Longview application instances. Attend this session for an in-depth review of how you can automatically execute calculation models, streamline administrative processes and keep reporting hierarchies up-to-date.
11:45-12:45pm
Longview Office Integration Services
Longview
Learn about Longview’s new Client Services offering designed to enhance the integration of your Longview solution with Microsoft Office. Attend this session to discover several examples of unique Excel Add-in solutions, including: dynamic reporting, hierarchy charts and maintenance tools, KPI dashboards, data visualizations and integration with the Longview Application Framework modeling engine.
Complex Modeling: Customer Presentation
TBD
Attend this session to hear how Longview is able to address complex modeling requirements.
1:45-2:45pm
Customer Panel Discussion: Implementation Benefits
TBD
Attend this panel discussion to hear first-hand accounts from other Longview customers as they share the benefits they have realized since implementing their Longview applications.
What Can the Longview Smart Client Do For You?
Longview
The latest release of Longview 7 introduces the Longview Smart Client, which offers powerful rich client functionality with the benefits of a browser-based interface. Attend this session to see how the Longview dashboard launches Longview Smart Client end-user forms, wizards, applications, and other functionality that previously required Longview Desktop.
3:00-4:00pm
Building on your CPM Success to Master Tax Reporting
Longview
Longview 7 is the only CPM solution that offers integrated tax reporting capabilities along with the other core financial processes of Financial Consolidation and Planning. Attend this session to see examples of how your CPM platform provides you with a solid foundation for automating your tax reporting process and the benefits of enabling all of these processes on a truly unified platform.
Integrated Operational and Long Range Planning Leveraging Application Framework and Longview for Excel
3M
The unified Longview platform provides customers with a solid foundation and configurability for operational as well as strategic performance management. Attend this session to learn how 3M performs fully integrated planning with Longview and has gained significant productivity benefits moving from Longview Desktop to the Longview Application Framework for processes such as product allocations, cost calculations, and bottom-up to top-down processes. Also learn how 3M uses Longview for Excel for strategic plans and monthly rolling estimates.
9:30-10:30am
Upgrading to Longview 7
Longview
Attend this session to learn about the benefits of Longview 7, including customer experiences with the Longview upgrade process and strategies for a successful upgrade. The session will discuss best practices to follow and pitfalls to avoid during the upgrade process and how to maintain the consistency of the application through migration. Key benefits that customers have realized will also be shared, including expanded symbol capacity, improved performance, enhanced integration and other inherent improvements provided by the Longview 7 architecture.
Longview Planning & Reporting: Customer Experience
TBD
TBD
10:45-11:45am
Achieving the CPM Vision with Longview
Nationwide Building Society
Achieving the CPM vision with Longview.
What's New in Longview FXR?
Longview
Longview FXR is a comprehensive, easy-to-use "Last Mile of Finance" solution for automating and optimizing the external financial reporting process from data preparation straight through to external and regulatory filing. Attend this session to learn how the enhancements in Longview FXR improve the world-class user experience designed to simplify and streamline the authoring and editing of financial statements and associated filings, including real-time collaboration, document preparation and management, advanced workflow, embedded XBRL/iXBRL, integrated data management (i.e., rounding, scaling) and flexible publishing options.
TRACK: TAX
9:45-10:45am
Longview for Excel: Exploiting the potential for Global Tax reporting and analytics
Swiss Re
Longview for Excel has extensive capabilities and flexibility but often times may be underutilized. Swiss Re exploits the functions of Longview for Excel for external tax reporting, SOx controls, monitoring worldwide tax provision submissions, automating data input, and other various types and levels of analytics. Attend this session to get an overview and a live demo of Swiss Re’s implementation and discover creative ways to get more out of your implementation.
11:00-12:00pm
What's New in Longview Tax?
Longview
Attend this session to get more information about the latest enhancements and features to Longview Tax, including usability improvements, functionality enhancements that allow for additional tax calculations and the simplification of administration features.
TBD
TBD
3:30-4:30pm
Longview Tax: Customer Experience
Pfizer
TBD
11:45-12:45pm
Blending Longview Tax with external applications for operational synergies and tactical benefits
The Co-Operators
One of the main goals of Longview Tax is to automate the tax reporting process and help customers focus on value added analysis and activities. This could be achieved using the Longview Tax platform alone and also via integration with 3rd party applications. Attend this session to learn how The Co-operators Group Limited is currently using Longview Tax and its future plans to extend the benefits of Longview Tax, including their co-existence strategy with external complementary applications.
1:45-2:45pm
Beyond Tax Reporting: Implementing a Strategic Vision for a Global Tax Solution
UTC
Tax provisioning is one of the obvious applications of Longview Tax, however the Longview Tax platform can do much more. United Technologies Corporation (UTC) has a clear vision for a Global tax solution that goes beyond tax reporting, including better compliance, cost optimization and improved finance staff productivity. Attend this session to learn how UTC is currently using Longview Tax and its roadmap for an advanced Longview implementation that will fulfill its vision.
3:00-4:00pm
How to Introduce a Tax Data Warehouse (TDW) into your environment
TBD
The tax data warehouse is more practical than most people think. Did you know that the Longview platform includes world-class capability to collect and report on tax sensitive data beyond the tax provision? In this session you will learn about the technology, as well as the value and benefits that the Longview Tax Data Warehouse can bring to your tax department.
9:30-10:30am
Tax Service Provider Led Session
TBD
TBD
10:45 – 11:45am
Best Practices for the Tax Basis Balance Sheet Method
Longview
Globally, the tax basis balance sheet is becoming more prevelant in tax departments. Longview Tax supports the tax basis balance sheet and can greatly reduce the overall effort of maintaining it. During this session learn about best practices on the development and maintenance of a tax basis balance sheet.
TRACK: IT/TECHNICAL
9:45-10:45am
Longview 7 Technical Overview
Longview
This session will provide an extensive overview of the architecture and technical components of Longview 7. The overview will focus on enhancements in Longview 7, including the Smart Client technology and supported platforms for the client and server components.
11:00-12:00pm
Integrating 3rd Party Data Sources with Longview Data Integration
Longview
Attend this session to understand various options in Longview 7 that allow you to integrate data with third-party source systems and applications, such as ERP, CRM, and SCM. Get an overview of the various options ranging from ASCII to ETL and web services, and see the full capabilities of the Longview Integration Suite (LVIS).
1:00-2:00pm
Longview 7 Technical Overview
(repeat session)
Longview
This session will provide an extensive overview of the architecture and technical components of Longview 7. The overview will focus on enhancements in Longview 7, including the Smart Client technology and supported platforms for the client and server components.
2:15-3:15pm
Integrating 3rd Party Data Sources with Longview Data Integration (repeat session)
Longview
Attend this session to understand various options in Longview 7 that allow you to integrate data with third-party source systems and applications, such as ERP, CRM, and SCM. Get an overview of the various options ranging from ASCII to ETL and web services, and see the full capabilities of the Longview Integration Suite (LVIS).
3:30-4:30pm
Optimizing the Performance of Your Longview 7 Application (for attendees familiar with performance tuning concepts)
Longview
Attend this informative session to learn tuning methodology and different features that can be used to optimize your Longview/Khalix application to achieve better performance. This session is a great review for more established and experienced customers.
11:45-12:45pm
Optimizing the Performance of Your Longview 7 Application (Introductory Session)
Longview
If your company is currently using or planning to upgrade to Longview 7, be sure to attend this session to learn more about the ways to optimize your application to achieve better performance. This high-level overview is ideal for system administrators who have minimal experience or knowledge of performance tuning methodology.
1:45-2:45pm
Longview 7 Hardware Deployment including Virtualization and Hosted Environments
Longview
This session will focus on Longview 7 deployment considerations for customers and their IT departments. Whether you are just upgrading from Khalix 3.5 or also purchasing new hardware and upgrading the technical platform, this session will be informative. You will learn about deployment across various configurations, as well as current trends such as outsourcing to a hosted provider or fitting within a virtualized server environment.
3:00-4:00pm
Longview Smart Client - A Technical Perspective
Longview
This session will provide an extensive overview of the Longview architecture and architectural components that comprise Longview 7. The discussion will focus on enhancements in Longview 7, including the Smart Client technology, as well as supported platforms for the client and server components.
9:30-10:30am
Disaster Recovery - Business Reasons and Deployment Options
Longview
Attend this session for an extensive discussion around Longview 7 and disaster recovery plans. Various strategies will be explored to ensure that your Longview 7 application is deployed with an emergency preparedness plan that suits your organizational needs.
10:45 – 11:45am
Longview 7 Upgrade - A Technical Perspective
Longview
This session is designed for customers who are considering or planning to upgrade from Khalix 3.5 to Longview 7. Topics will include best practices for a successful upgrade, key differences and similarities between the two versions, risk mitigation strategies, typical timelines, platform requirements and common pitfalls to avoid.
* All the information included in this agenda is subject to change.
Dress Code
Dress code for the conference business sessions and the Monday evening Welcome Reception is business casual. Please remember that meeting space temperatures may vary, so we suggest dressing in layers to ensure your comfort. The dress code for the interactive event on Tuesday afternoon is casual. The dress code for the Wednesday evening Thank You Dinner will be dressy casual.