All session information is subject to change

12:00 PM - 12:15 PM

Welcome Keynote & Company Update

Mike Lipps, CEO, Insightsoftware

12:15 PM - 1:00 PM

Product Roadmap Update

Wes Gillette, VP Product Management, Insightsoftware

Wayne Stevens, CPO, Longview


This session will describe how Longview has been building connections by establishing new products, enhancing existing technologies and continuously innovating our Connected Finance suite. The focus will be on recent product and technology initiatives, what’s new and improved in our latest and upcoming releases, as well as introduce the portfolio of Insightsoftware products and address roadmap priorities for 2020 and beyond.

1:00 PM - 1:35 PM

Testing for Success

Stephanie Hatch, Director, Professional Services, Longview

Margaret Powell, Director, Professional Services, Longview


Session information coming soon

1:35 PM - 1:45 PM


1:45 PM - 2:30 PM

Rockwell Automation: Our Implementation of Provision & Transfer Pricing

Kristin Weaver, Director Domestic Tax, Rockwell Automation
Haley Dobre,  Director - Tax Performance, BDO


For a company the size of Rockwell Automation, using Excel worksheets to analyze, test and record transfer pricing adjustments as well as to compute and report the annual provision was no longer feasible. As our name suggests, it was time for the tax department to use "automation" to complete our tax reporting tasks with less risk, more efficiency and greater transparency. We partnered with BDO and Longview, and began our journey in early 2019. In seven short months, we completed the implementation and replications, and went live both the Provision and Operational Transfer Pricing modules during the Q4 provision period. We are currently in Phase II of our journey, tackling interim reporting, analytics and further enhancing Transfer Pricing to meet our needs. This session will shed light on common implementation considerations, preparedness, lessons learned, etc. in regard to Rockwell's journey with the Longview products.


Learning objectives:
- Things to consider before implementation - managing internal and external stakeholders, appointing dedicated resources, information gathering, importance of design/structure, etc.
- How you can sussessfully leverage Longview''s extensibility
- Tips for a successful "go-live"
- Phase One lessons learned

2:35 PM - 3:05 PM

Fireside Chat: An Update on Sun Life’s Journey

Lorraine Kochut, Director, Finance Transformation Initiatives, Sun Life

Robert Kugel, SVP and Research Director of CFO and Business Research, Ventana Research


Lorraine Kochut, Director of Finance Transformation Initiatives at Sun Life joins Robert Kugel, SVP and Research Director of the Office of Finance and Business Research at Ventana Research to talk about trends in integrated business planning and Sun Life’s journey as it connects financial and operational planning, forecasting, reporting and reviews to better support the office of finance to increase its strategic value to the rest of the corporation.


At Dialog 2019, Lorraine shared Sun Life’s experience as it embarked on implementing its new approach to planning and budgeting , She covered the vendor selection process, the criteria Sun Life used in evaluating competing applications, as well as the steps her team used to gain internal buy-in and overcome resistance to change by die-hard Excel users.


Now, one year later, Lorraine will provide an update on Sun Life's finance transformation journey, reviewing challenges they’ve faced, successes they’ve had and lessons they’ve learned.

3:05 PM - 3:55 PM

Keynote - The Coup: How to Lead and Create Disruption within Organizations & Industries

Ron Tite, Purpose-Driven Leadership and Marketing Expert


In 1970, Gil Scott-Heron released a single that would go down as one of the anthems of grassroots movements, "The Revolution Will Not Be Televised". It's the perfect theme song for what businesses are going through these days.


The massive change most of us are experiencing is happening faster than anyone could have predicted. The impact is larger than we ever imagined as companies, movements and institutions we thought were too big to fail are falling. And the organizations and people who are often toppling regimes? They're relative unknowns with limited experience, no legacy, and who usually exist outside the establishment. Because of that, they (and their activities) are undetected until it's too late.


This change is usually defined as "disruption". But it's not disruption. It's a coup.


That's what this humourous and insightful presentation will cover. The Revolution will not be televised. But during this keynote address, it certainly will be planned.

12:00 PM - 12:45 PM

Implementing Tax Provision Now and for the Future at Lumber Liquidators

Rich Hofmann, Tax Director, Lumber Liquidators Services
Stacey Knevitt, Tax Senior Manager, Deloitte Tax, LLP


Lumber Liquidators Services has grown significantly in the last 20 years with hundreds of locations in the US and Canada, stores in 46 states and over 1000 employees. As they continued to expand throughout North America, Lumber Liquidators needed to ensure their technology would support their business both now, and in the future. Rich Hofmann, Tax Director at Lumber Liquidators Services will share the conditions that led to looking for a new tax provision solution, the decision process they went through and the key factors that ultimately led to choosing Longview. He will also review how Deloitte enabled Lumber Liquidators to design and implement a right-sized automated provision process, including the considerations and decisions for integrating Longview Tax Provision with their existing compliance solution, ONESOURCE Income Tax.


Key learnings:
1. Measuring your technology needs against solution capabilities
2. Designing a quick implementation strategy
3. How to plan for flexibility and future phases

12:50 PM - 2:05 PM

Longview Platform & Product Families - What's New, What's Next

Jamie Eagan, VP Product Management, Longview


This session will be devoted to learning about the new features available on the Longview Platform and the associated family of products, Longview Plan, Close, and Tax, highlighting our newest offering of Operational Transfer Pricing (LTP). Platform updates will cover the features and functionality that are available across all products, such as Longview Office Add-in updates, reporting capabilities, audit tools and more. This will lead to highlighting specific features associated with each product family. The primary intent of sharing this information is to allow attendees to analyze how these changes may impact their exisiting applications and/or consider how they can leverage new capabiltities to improve their business processes. The session will conclude by highlighting areas of focus being evalutated and prioritized for the Fall '20 release and beyond.


2:05 PM - 2:15 PM


2:15 PM - 2:45 PM

Tidemark - What's New, What's Next

Michael Talbott, VP Product Management, Tidemark, Longview


Learn about the powerful new enhancements in the Spring release of Tidemark that will delight your users and streamline your next planning initiative. This release solidifies and expands on many core elements of the platform, bringing improvements in personalized reporting, application transportability and a wide array of performance and security enhancements. We'll also introduce several of the features we're working on for the Fall release.

2:45 PM - 3:15 PM

Longview Analytics - What's New, What's Next

Hamza Amor, Director, Analytics Product Management, Longview


Join this session to find out the latest features and capabilities within Longview Analytics released this spring. The session will also include an overview of upcoming features and product roadmap.

3:15 PM - 3:45 PM

An Introduction to CXO Software

Alexandra Verlaan, Team Lead & Principal Consultant, CXO Software

Session description coming soon.

3:45 PM

Wrap Up

Dialog participants will be entitled to receive 4.5 CPE credits for each day.


Longview is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

HURRY UP! Secure your Spot

Founded in 1994, Longview is a leading global provider of enterprise performance optimization solutions that ensure organizations are positioned to make the right decisions, every time, with confidence. Our powerful, intelligence-driven solutions deliver a single version of the truth by consolidating data from across an organization to help businesses plan, execute, measure, manage and optimize company performance. With recognized industry expertise and a seamlessly integrated platform, companies around the globe trust Longview to help them better manage their businesses and significantly improve data integrity, decision-making, and financial transparency. Learn more at