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An Invitation to the Seminar:
Cloud Computing and SaaS for Finance and Accounting
What CFOs, Controllers, and those working with them need to know...
Date: |
Tuesday, September 14, 2010 |
| Time: |
8:00 am – 10:30 am Mountain Standard Time |
| Location: |
Arizona State University, Mercado, 502 E. Monroe St., Building C, Phoenix, AZ 85004 |
RSVP: |
Register using the form at the bottom of this page by September 12. |
Cost: |
Free |
Learning Objectives
After attending this event you will be able to:
- Define the evolution of cloud computing and SaaS based application
including the current and emerging trends and terminology around cloud
computing and SaaS.
- Associate why cloud computing and SaaS applications are relevant
to finance and accounting professionals
- Apply best practices around choosing cloud based
technology providers, implementing this technology and addressing the most
relevant accounting, risk, legal, and internal control considerations
around cloud computing and SaaS applications
Details
Few things are as critical to corporate finance, accounting and related
professionals as our systems. And those systems, from core accounting and budgeting
platforms to back office infrastructure, ERP and CRM are moving online,
into the "cloud", and into an entirely new business model called
Software as a Service, or "SaaS". This
represents the largest change in technology for our profession since the
dawn of the internet.
Attendees at this event will learn about the latest in Cloud Computing and SaaS for finance, accounting and related functions:
what they are, where they can be used, how companies are putting themselves
in the cloud and more. Our presenters have the latest knowledge of these
applications and how you can put them to work for you, as well as what
pitfalls to look out for. Register
for this event.
Additional Information
Prerequisites: Intermediate Accounting and Finance Knowledge in addition to an interest in cloud
computing and SaaS based applications. Any
accounting, finance, treasury, or related professional will benefit from
attending this event as cloud computing and related technology is changing the very manner in which firms consume Industrial Technology
(IT). No advanced preparation is required prior to attending this
event.
Program Level: Intermediate
Contact Information: For more information regarding the
event including complaint and program cancellation policies, please contact
our offices at (408) 400- 3993 ext.106. or send an e-mail to events@proformative.com
CPE Credits: Earn up to 2 CPE Credits
Events Delivery Method: Group Live
Proformative 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 addressed to the National Registry of CPE
Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417.
Web site: www.nasba.org
Agenda
We respect your busy schedule and have created a quick, information-rich agenda. Register for this event.
8:00 AM - 8:30 AM |
Light Breakfast, Registration, and Networking |
| 8:30 AM - 8:50 AM |
Understanding the Dynamics of the Cloud: Current and Emerging Trends
Ken Piro, Western Regional CTO, SunGard Availability Services |
| 8:55 AM - 9:15 AM |
Moving to the Cloud: Risk and Control Considerations
Marc Linden, CFO & VP Finance, Intacct |
| 9:20 AM - 9:40 AM |
SaaS from a CFO and Technology Provider’s Perspective
Kelly Battles, CFO, Host Analytics |
| 9:45 AM - 10:30 AM |
Panel Discussion, Q&A, and Wrap-Up
Ken Piro, Western Regional CTO, SunGard Availability Services
Marc Linden, CFO & VP Finance, Intacct
Kelly Battles, CFO, Host Analytics
Moderated by Ernie Humphrey, Vice President, Marketing Programs, Proformative |
About the Presenters
Kelly Battles, CFO, Host Analytics
Most recently, Kelly was VP, Finance at IronPort Systems where she was the first finance hire and was responsible for building and leading the finance, accounting, administrative and various operational functions during her six years there. During her tenure at IronPort, the company grew from $2M to $250M in annual bookings and was sold to Cisco Systems (NASDAQ: CSCO).
Before IronPort, Kelly was a Director in HP's Strategy and Corporate Development group, a Strategy Consultant with McKinsey and Company, and a Corporate Finance Associate at J.P. Morgan. Kelly graduated with a B.S.E. from Princeton and M.B.A. from Harvard, both with honors. Kelly lives in the Bay Area with her husband, and their 2 children and labrador retriever. |
Ernie Humphrey, Vice President, Marketing Programs, Proformative
Ernie Humphrey has over 15 years of experience in treasury and finance, encompassing working capital management, financial risk management, investment management, financial reporting and acquisition integration management. Ernie currently serves in the role of Senior Director, Membership & Marketing at Proformative where his responsibilities include developing and delivering best-in-class, free professional resources for treasury and finance professionals. Formerly, Ernie served as the Director of Treasury Services and as a Director of the Corporate Treasurers Council for the Association for Financial Professionals. Ernie has extensive practical experience in the areas of international cash management, global insurance, and acquisition integration. Ernie has a BS and MS in Economics both from Purdue University |
Marc Linden, CFO & VP Finance, Intacct
Prior to Intacct, Marc was CFO for four years at Mirapoint, Inc., a market leader in appliance-based solutions for secure messaging. He was CFO for Onebox.com until it was sold to Phone.com and then merged with Software.com to create Openwave (NASDAQ: OPWV), where he then worked as general manager of Openwave's messaging business unit. Marc also held positions in corporate development and planning at Octel, a pioneer in voicemail that is now part of Avaya; and served as vice president of business development and CFO for Global Village/OneWorld. He started his career with five years in the technology practice at McKinsey & Company. Marc holds an economics degree from the University of California at Berkeley, and an MBA from Harvard Business School. |
Ken Piro, Western Regional CTO, SunGard
Ken has over 20 years of experience in the IT industry and has held leadership positions in both startup and Fortune 500 companies. Prior to SunGard, Ken consulted to early-stage startup companies and assisted them in developing business strategies for the emerging cloud computing market. He held the position of vice president in Oracle’s On Demand group and served on the management team that was responsible for the marketing and sales strategy of the Oracle’s eBusiness Suite SaaS services. Prior to Oracle, Ken co-founded Atlantis Technologies, which provided IT consulting services to major Wall Street financial services firms, such as GE Finance, and large healthcare providers, such as Kaiser-Permanente. Ken began his career at Tandem Computers, as a software developer of fault-tolerant computing systems designed for running mission critical enterprise applications. He has a B.S. in Computer Science from Hofstra University. |
About the Sponsors and Participating Companies
Our sponsors are respected, global entities with the people and experience to help you with every element of your company's Cloud Computing program. Register for this event.
 DLA Piper is one of the largest legal service providers in the world with an international legal practice capable of taking care of the most important legal needs of clients wherever they do business. DLA serves each client by delivering the right service for their particular matter, whether requiring seamless coordination across multiple jurisdictions or delivery in a single location.
DLA’s current clients range from multinational, Global 1000, and Fortune 500 enterprises to emerging companies developing industry-leading technologies. |
 Host Analytics offers the only full SaaS Corporate Performance Management (CPM) suite which helps CFO’s drive fact based decision making throughout the organization and put rigor into financial processes. Host Analytics' on-demand CPM solution helps executives see the full implications of decisions—both risk and reward. Finance departments using Host Analytics enjoy lower headcount costs, streamlined budgeting, planning, scenario analysis, financial reporting and consolidation processes. Unlike traditional in-house solutions that require a large capital investment up front and specialized personnel to support them, Host Analytics customers get started by paying an annual subscription fee that includes all maintenance & support. The result is vastly improved decision making and faster returns on their CPM investment. |
 Intacct is the leader in cloud-based financial management and accounting applications. Being a leader in cloud financial management and accounting applications, Intacct offers a deep and mature solution that helps finance teams work more efficiently and productively. Intacct has helped thousands of other companies, get their accounting and financial management system up and running and allowed them to focus on their core businesses. |
 SunGard Availability Services provides disaster recovery services, managed IT services, information availability consulting services and business continuity management software to more than 10,000 customers in North America and Europe. With five million square feet of datacenter and operations space SunGard assists IT organizations across virtually all industry and government sectors to prepare for and recover from emergencies by helping them minimize their computer downtime and optimize their uptime. Through direct sales and channel partners, we help organizations ensure their people and customers have uninterrupted access to the information systems they need in order to do business. |
 Surge, a global software consulting firm, specializes in creating rich, powerful, user-friendly, web and mobile software applications for companies of all sizes. Our Surge Development Platform, Specs Illustrated Method, and Agile development process enable us to design, develop, and deploy cutting-edge software applications up to 40% faster with 100% precision. |
About the Host:
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Proformative is the free and open resource for corporate finance, accounting, treasury, and related professionals. www.proformative.com |
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