Time All Tracks Executive Track Technology Track Application Track. Time All Tracks Executive Track Technology Track Application Track

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1 Agenda User Conference 2018 Sunday, May 13, :30 p.m. 10:00 p.m. Welcome Reception at the Hockey Hall of Fame Monday, May 14, :30 a.m. 8:30 a.m. Breakfast 8:30 a.m. 10:00 a.m. General Session 10:00 a.m. 10:20 a.m. Networking Break 10:20 a.m. 12:00 p.m. General Session: Prophix Now and Beyond 12:00 p.m. 1:00 p.m. Lunch 1:00 p.m. 1:45 p.m. Keynote Speaker: Tom Cheesewright 1:45 p.m. 2:35 p.m. 2:35 p.m. 3:25 p.m. Idea Spark: Do More With Prophix Lighting the Way: The Future of Finance Every Cloud has a Prophix Lining: Transitioning to the Cloud Illuminating the User Experience: Dashboards and Visualizations Security in the Cloud and Defending Against Threats Report Commentary 1:45 p.m. 3:25 p.m. Fuel for the Fire: Tips and Tricks Kindle a Love of Templates: Beginners Light Up Your Template Skills: 3:25 p.m. 3:45 p.m. Break 3:45 p.m. 4:35 p.m. Myriad Case Study Deep Dive 4:35 p.m. 5:25 p.m. Premise Health Case Study Deep Dive Spark Your Imagination: The Future of Visual Analytics Ignite Your Approach to Integrated Financial Planning with Dashboards O365 Integration Passing the CPM Torch: User Education Strategies 3:45 p.m. 5:25 p.m. Fuel Detailed Planning Manager (DPM): Electrify Personnel Planning: Detailed Planning Manager (DPM) for Beginners Workflow and Security: Don't Get Burned 5:30 p.m. 6:30 p.m. Cocktail Reception

2 Agenda User Conference 2018 Tuesday, May 15, :30 a.m. 8:00 a.m. 5K Fun Run/Walk 8:00 a.m. 9:00 a.m. Breakfast 9:00 a.m. 10:30 a.m. General Session: Customer Awards 10:30 a.m. 10:50 a.m. Networking Break 10:50 a.m. 11:40 a.m. 11:40 a.m. 12:30 p.m. 12:30 p.m. 1:30 p.m. Lunch 1:30 p.m. 2:20 p.m. Customer Case Study Deep Dive The Future of CPM is Bright New Accounting Requirements & Prophix 2:20 p.m. 3:10 p.m. Planning Best Practices 3:10 p.m. 3:30 p.m. Break 3:30 p.m. 4:20 p.m. ALKU Case Study Deep Dive 4:20 p.m. 5:10 p.m. Lee Company Case Study Deep Dive Enlighten Your Team: Using Visual Narratives for CPM Adoption Blazing the Path: Growth & Acquisitions Every Cloud has a Prophix Lining: Transitioning to the Cloud Security in the Cloud and Defending Against Threats Report Commentary O365 Integration Passing the CPM Torch: User Education Strategies 10:50 a.m. 12:30 p.m. 1:30 p.m. 3:10 p.m. 3:30 p.m. 5:10 p.m. Fuel Detailed Planning Manager (DPM): Electrify Personnel Planning: Detailed Planning Manager (DPM) for Beginners Lighting up Productivity with Model Manager Ignite Integrated Financial Planning Kindle a Love of Templates: Beginners Light Up Your Template Skills: Workflow and Security: Don't Get Burned Ignite Integrated Financial Planning Fuel for the Fire: Tips and Tricks Lighting Up Productivity With Model Manager

3 Agenda Prophix Academy Training Wednesday, May 16, 2018 Time All Tracks 7:30 a.m. 8:30 a.m. Breakfast Administrator [WebClient] 8:30 a.m. 4:30 p.m. Visual Analytics [WebClient] Detailed Planning Manager Personnel [WebClient] Technology Track Passing the CPM Torch: User Education Strategies This session will help you successfully roll out Prophix to the rest of your organization. A member of the Prophix Academy will speak on training options, both internal and external. A leading Prophix customer will walk you through the process they use to onboard new staff and share how the creation of a training program has helped with efficiency. Every Cloud has a Prophix Lining: Transitioning to the Cloud The Prophix Cloud is an exciting new way to experience Prophix. Hear from the Prophix Cloud Team to learn more about moving your Corporate Performance Management processes to the Cloud. Security in the Cloud and Defending Against Threats Learn how Prophix is protecting your valuable data in the Prophix Cloud. Hear directly from senior leaders on the Cloud Security Team who will give their insights on emerging threats and practical measures to safeguard your organization. Take advantage of the improved user experience introduced in Prophix Version 12. Hear directly from the Customer Success Team and learn practical tips to supercharge your upgrade plans. Report Commentary Talk to us about the future of Prophix. Dashboards and Visualizations Come talk to us about the future of Prophix. O365 Integration Come talk to us about the future of Prophix.

4 Executive Track Ignite Your Approach to Integrated Financial Planning with Dashboards Dashboards connect strategy to execution and provide a visual indicator of the health of your business. Explore the detail that drives your dashboards and the potential to merge financial and operational data to enable a more accurate planning process. The Future of CPM is Bright Join Prophix leaders as they light the way to the future for an interactive panel with CPM strategists who will cover a variety of topics including who to hire, how to get organizational buyin, enabling your team, understanding required skills and more. Planning Best Practices Fire up your planning processes with zerobased budgeting, top down and allocation budgeting, and learn what techniques are best to use when. Simplify with an exploration of the 80/20 rule and an understanding of core planning drivers. We will also cover effective workflows, articulating an organizational approach to planning and moving from budget to reforecast. Blazing the Path: Growth & Acquisitions Companies are constantly in a state of flux, trying to keep up with or ahead of their systems, which can present challenges for company growth and acquisitions. Blaze the path to growth with an examination of ways to handle acquiring companies with new GL s and a different Chart of Accounts. Learn to plan for whatif scenarios before acquisition and how to incorporate new companies into your planning cycle. Idea Spark: Do More With Prophix Understand the value of Prophix s Corporate Performance Management software and how it compliments your ERP system. You will have the opportunity to evaluate industry analyst reports and learn about different applications that can support the management cycle of reporting, analysis, modeling and planning. New Accounting Requirements & Prophix In this session, we will review new accounting regulations and how Prophix can be leveraged for the required reporting. Lighting the Way: The Future of Finance Finance leaders are having to become more agile than ever to keep pace with changing expectations of modern business. In this session, we will share insight into how successful finance departments are evolving to meet the challenges of the future of finance, based on our experience working with customers across the globe, as well independent finance thoughtleaders. You will leave with practical guidance on how to evolve your own finance function to accelerate your own path. Spark Your Imagination: The Future of Visual Analytics Drive organizational change and enhance outcomes by crafting visual stories with your data. Learn to use data visualization in Prophix to inform stakeholders, engage them in the planning process and monitor outcomes. With a focus on innovation, capitalize on organizational & external factors that can promote datadriven change. Enlighten Your Team: Using Visual Narratives for CPM Adoption Images leave a lasting impression and inspire feedback. Stories connect the individual to the company and make corporate goals a deeply personal mission. All of these narratives are informed by appropriate, accurate and intelligent data, which needs to be presented in context. We will explore these themes and present best practices on how to make integrated planning personal across your organization.

5 Application Track Kindle a Love of Templates: Beginners Learn the essentials of template building and how to efficiently create a report in Prophix. Light Up Your Template Skills: Enhance your reportbuilding with advanced templatebuilding techniques. Electrify Personnel Planning: Detailed Planning Manager (DPM) for Beginners We will demonstrate the basic calculations available in DPM and learn how to apply them to your personnel expenses. Fuel Detailed Planning Manager (DPM): Building on DPM Beginner, we will introduce more advanced uses of Detailed Planning Manager. Explore nonpersonnel planning business cases, apply attributes and conditions to drive calculations for nonpersonnel planning models and demonstrate interactions between the Detailed Planning Cube and the Finance Cube. Workflow and Security: Don t Get Burned We will cover standard security setup for Prophix users, as well as security precautions outside of Security Manager using named sets and Workflow. Learn tips for testing Workflow and Security Manager during the final days of your Prophix implementation. Lighting Up Productivity with Model Manager Explore our new Model Manager tools and their ability to streamline administrative work. We will also examine best practices for managing your models during monthend, yearend switch over and the beginning of the budget cycle. Process Manager is a powerful tool that can help automate, allocate, differentiate and circulate data, making your work easier. We will highlight various Process Manager functionalities (ex. Infoflex, Report Binder, Offline Workbook, Procedural Calculation, etc.) using specific business use cases. Many Prophix customers leverage our Professional Services Team to design and build their Prophix Cubes, with a limited understanding of how they are built. Attendees will learn the benefits of having different cubes for a variety of business needs, how to construct a purposebuilt cube including load dimensions and data, as well as how to create a quick report. Fuel for the Fire: Tips and Tricks Fire up your Prophix software, we are teaching you best practices to improve model efficiency and reduce administrative work. We will present tips & tricks for various Prophix applications. Ignite Integrated Financial Planning Integrate elements of the planning process into Prophix to improve operational alignment and overall financial performance. About Prophix Prophix develops innovative software that automates critical financial processes such as budgeting, planning, consolidation and reporting improving a company s profitability and minimizing its risks. Thousands of forwardlooking organizations in more than 90 countries use software from Prophix to gain increased visibility and insight into their business performance. Head Office 350 Burnhamthorpe Road W. Suite 1000 Mississauga, Ontario Canada L5B 3J1 +1 (800) (905) info@prophix.com