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CORPORATE PERFORMANCE MANAGEMENT

Presentations, lecture notes and visual aids delivered at the Federated Press Corporate Performance Management Course held in Toronto on December 1 & 2, 2004.

To purchase, please contact Federated Press.


Introductory Remarks
Paul R. Ingram

Driving Breakthrough Corporate Performance with an Organization-Wide CPM System
Paul R. Ingram

How to Make Metrics Work for You – A Successful Methodology
Greg Walsh

Corporate Performance Management Implementation Best Practices
Paul R. Ingram

Performance Management Meets Compliance: Emerging Best Practices
Paul R. Ingram

Performance Management and Balanced Scorecards
Meg Dussault

Integrating Risk Management & Corporate Performance Management
Paul R. Ingram

Aligning Budgeting, Strategic Planning and Forecasting to Drive CPM
Nat D'Ercole

Business Intelligence Practices for Successful CPM Implementation
Stuart Bowden

The Future for Corporate Performance Management
Paul R. Ingram


Course Leader


Paul R. Ingram
IBM Business Consulting Services (BCS)

 

Paul Ingram is an Associate Partner within IBM Business Consulting Services (BCS). Within IBM's Financial Management consulting practice, Paul is the national leader for their Finance Strategy solution offering, working with CFOs from some of Canada's largest organizations to establish and deliver on the transformation of their Finance function to meet the changing needs of the organization. Paul works with CFOs and the senior Finance teams of some of Canada's largest organizations to help them achieve the core mandate of the Finance organization, namely to improve the value of the Finance function to the enterprise through process improvements, technology solutions and organizational design. Paul is a frequent speaker at events aimed at improving the management of the Finance function and improving the financial performance of the enterprise. Paul has successfully assisted several large Canadian firms in achieving significant benefit through structured cost reduction programmes. Prior to joining IBM, Paul worked for over 10 years in the CPG industry in a variety of roles within the Finance function of a major Canadian packaged goods firm. Paul has a Masters in Business Administration from the University of Michigan. Paul is also a Certified General Accountant.

 


Co-Lecturers


Greg Walsh
Ministry of Training, Colleges and Universities of Ontario

 

Greg Walsh is Manager, International and Special Projects, at the Ministry of Training, College and Universities of Ontario. Before joining the civil service in 1988 he was director of several agencies dedicated to Community Organizing, Race Relations, and Youth. In the provincial government he has worked as an Operations Manager for a number of years in youth employment and training before embarking on the research and development of the "Continuous Improvement Performance Management System" – CIPMS. As Manager of Employment Program Planning and Evaluation, his team developed policy and managed and interpreted the Job Connect Database system. The Employment Preparation Team won the prestigious OPS Amethyst Award, International Federation of Coaches Prism Award and CIPMS was profiled in the Public Sector Quality Fair. The Ontario Ministry of Finance in their Results Based Management course uses CIPMS as the case study. He has presented at conferences and workshops in Canada, the U.S., England, France, Germany and South Africa. Greg is a member of the Canadian Evaluation Society and the Commonwealth Association for Public Administration and Management. Currently he is managing a project in South Africa and divisional transformation projects.

 


Meg Dussault
Blake, Cassels & Graydon LLP

Meg Dussault is Director, Product Marketing and is responsible for driving take-to-market activities for the Corporate Performance Management (CPM) affiliated business unit. This business unit develops solutions specifically designed to arm organizations with the enabling technology for transformational improvements in performance management. Meg joined Cognos 5 years ago and has worked extensively with the Cognos customer base. Working in partnership with executives and decision-makers within the Global 3,500, Meg and her team have helped to shape the solution vision of Cognos and communicate the corporate performance management message to key stakeholders. Prior to Cognos, Meg was director of campaign management at Stentor and associate director, market development at BCE. She has completed the executive education program in market management at the University of Western Ontario.

 


Stuart Bowden
SAS Institute (Canada) Inc.

Stuart Bowden is a Director and Senior Vice President, Operations and Finance of SAS Institute (Canada) Inc., a subsidiary of SAS Institute Inc., the largest privately held software company in the world. Mr. Bowden is a graduate MBA of the Schulich School of Business. He is a chartered accountant and notary. Prior to joining SAS, he was employed in mergers and acquisitions by Ernst & Young. In 1986, Mr. Bowden joined Neo-Visuals as a business partner and in 1988 sold his interest in the company to SAS. In Canada, Mr. Bowden has the unusual distinction of having the lowest employee number in the company, having set up SAS Institute (Canada) Inc. in 1988 and having watched the SAS Institute Inc. grow worldwide to over 8,000 employees with revenues in excess of $1.3 billion dollars. Over the years, his responsibilities have included not only traditional finance and accounting functions, but additionally business strategy, information services including MIS and data centre operations, compensation and human resources, facilities management, customer service, sales, software and documentation distribution as well as corporate legal functions. Mr. Bowden is a former chair of the Information Technology Association of Canada's finance and tax committee. Mr. Bowden has considerable experience with Business Intelligence, putting multidimensional general ledgers, data warehouses, scorecards and data marts into production to support a variety of corporate performance metrics.

 


Nat D'Ercole
Deloitte & Touche LLP

Nat is the national services leader for Deloitte's Corporate Performance Management practice in Canada. Nat is a Certified Public Accountant and Chartered Accountant with a specialization in Information Technology. Over the last two years, Nat and his team have worked with CFO's and COO's to implement performance management best practices that improve shareholder value. Nat's background includes senior project management of ERP, Business Intelligence and Performance Management implemenation projects. In managing over 50 business and information technology projects through his 13 year career at Deloitte, Nat understands the business process integration and people issues associated with technology and Finance transformation projects. Nat manages with a focus of minimizing risk and maximizing return for business projects.

Biographies are accurate at the time of recording.

© Federated Press