Chris Sorensen CPA, CGA is the founder and President of Iteration Insights, a Calgary based analytics firm. For his entire career he has straddled the line between the Business and Technology. Chris has a strong background in cost accounting and budgeting/forecasting which has led to his obsession with data and analytics at the individual and enterprise levels. He is most passionate about coaching, building analytic teams and delivering analytic based solutions for their many clients.
Ryan PremakFinancial Systems Manager
Ryan Premak, CPA, CGA, PMP is a tech-savvy finance professional with over 10 years of post-designation experience in operations accounting, financial reporting, budgeting/forecasting, and financial systems. He has experience in various industries including oilfield services, workforce accommodations, and modular construction. Throughout his career, he has thrived on helping the companies he works for to “automate the manual” by leveraging technology. This includes implementations of ERPs, consolidation software, and use of Power Query, Power Pivot and Power BI. This love of automation has led to increased knowledge specifically in the Business Intelligence (BI) space, allowing him to be a triple-threat in finance, project management, and BI. Ryan has a proven track record of not only successful business partnering but leading and aiding finance groups in streamlining their processes and procedures.
INNOVATION AND TECHNOLOGY CONFERENCE 2020
Chris Sorensen, the President and Founder of Iteration Insights, will be a guest speaker at the Innovation, Technology, and Accounting Conference on February 11th, 2020. This CPA event aims to immerse attendees into the technology revolution. Learn about successful implementations from presenters, talk to vendors, and discover how to translate knowledge into application. Leave this conference ready to tackle obstacles with a renewed perspective and start innovating with purpose.
Chris will be speaking at 3 panels, scroll down to find out more!
Tuesday, February 11, 2020
- 9:10 - 10:10
- DATA ANALYTICS 101: WHAT DOES IT TAKE TO BECOME A DATA DRIVEN CULTURE?
- Becoming a data-driven culture is a wonderful aspirational statement but how do you get there? In this world of constant inundation around Big Data, Machine Learning, Artificial Intelligence, and other technologies, it is easy to forget about the basics and remaining pragmatic. Without a solid data foundation, identification of clear business problems to solve and a culture that supports fact-based decision-making, technology solutions will not be as effective. In this session, we will explore what it means to be data-driven, discuss some of the non-technical aspects needed to support the journey and avoid the common pitfalls organizations encounter on the path to achieving our goals.
- 1:05 - 2:05
- CASE STUDY: FINDING THE RIGHT ANALYTICS SOLUTION FOR YOUR BUSINESS PROBLEM (AND NOT THE OTHER WAY AROUND)
- The largest division of Horizon North Logistics Inc. (HNL) was using Excel for its reporting platform, as is common in many organizations. The amount of time it was taking to maintain these complex models in Excel was causing constant missing of deadlines, overtime hours incurred and inconsistencies in the accuracy of reports. Collaborations between the Senior Finance team and IT triggered HNL to issue an RFI to vendors for recommendations and a quote on a proposed solution. The final solution involved a modern cloud architecture that went live in Q4 of 2017. Post-implementation, the division was saving 0.6 of a full-time employee. Additionally, the solution provided accurate, reliable, and timely financial information that facilitated reporting on multiple forecast/budget scenarios with ease. In this session, HNL will take you on the journey around how people, process, and technology enabled the moved from a traditional reporting to a modern one. Benefits and challenges of making this transition will be explored and an update provided as to where the company is now.
Speakers:Chris Sorensen, Ryan Premak
- 4:00 - 4:50
- CONVERSATION POD: DATA ANALYTICS
- This is an optional session. Join in on a small group discussion led by conference presenters and subject matter experts. Participants are encouraged to ask questions, share their experience and knowledge around the topic of Data Analytics to help each other tackle issues and challenges they may be facing. The pods are limited to 25 attendees. Be sure to register early!