Is it Time to Move your Enterprise to the Cloud? | Bellevue | September 27, 2011

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Location

Cost: 
Free

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Overview

Date and Time:
Tuesday, September 27, 2011
8:00 am – 10:30 am (PT)

Location:
Courtyard Seattle/Bellevue Downtown
11010 NE 8th Street
Bellevue, Washington 98004

Cost:
FREE
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, including a focus on risk issues and how to use third party assessments to build trust with potential services providers. 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.

Agenda


8:00 am – 8:30 am (PT)
Light Breakfast, Registration, and Networking
8:30 am – 8:35 am (PT)
Welcome and Opening Comments
Ernie Humphrey, VP Educational Programs, Proformative
8:35 am – 9:00 am (PT)
Understanding the Dynamics of the Cloud
David Lee, Audit Partner, Peterson Sullivan LLP
9:00 am – 9:25 am (PT)
The Drivers of Cloud-Based ERP
Brad Jones, President & CEO, Retail Management Solutions
9:25 am – 9:50 am (PT)
The Cloud and the CFO
Alex Ortiz, Director, Product Marketing, Host Analytics
9:50 am – 10:30 am (PT)
Panel Discussion, Q&A, and Wrap-Up
Brad Jones, President & CEO, Retail Management Solutions
David Lee, Audit Partner, Peterson Sullivan LLP
Alex Ortiz, Director, Product Marketing, Host Analytics
Moderated by Ernie Humphrey, VP Educational Programs, Proformative

Speakers

Ernie Humphrey Ernie Humphrey
VP Educational 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 Vice President, 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.
Brad Jones Brad Jones
President & CEO, Retail Management Solutions

Retail Management Solutions, founded in 1998, is a leading provider of point-of-sale technology for the pharmacy industry. Brad has a computer science degree from the United States Air Force Academy and an MBA from Texas Tech University. RMS is an early adopter of cloud-based technology and began using NetSuite in 2002.
David Lee David Lee
Audit Partner, Peterson Sullivan LLP

Mr. Lee is an audit partner with 30-years of experience having significant practice emphasis in technology and life sciences, serving clients ranging from closely held pre-revenue companies to multinational public companies. David is the SEC practice leader for Peterson Sullivan and an SEC engagement quality reviewer.

Prior to joining Peterson Sullivan, he spent many years in the SEC audit practice section of the Las Vegas and Seattle offices of a national public accounting firm. Whenever he can, David enjoys the music, academics, and sports creations of his 3 children, one of whom is a pitcher in the Boston Red Sox organization. He is involved in the Seattle community, including currently serving as a Board member for Special Olympics of Washington.
Alex Ortiz Alex Ortiz
Director, Product Marketing, Host Analytics

Alex Ortiz heads up Product Marketing for Host Analytics, which provides the only complete performance management suite for finance, in the cloud. Prior to Host Analytics, he was a Product Marketer for salesforce.com, the enterprise cloud computing company. Before that, he was a Senior Associate for Sierra Ventures, a top-tier Silicon Valley venture capital firm with over $1.5 Billion in investments.

Earlier in his career, Alex was an associate at Santander Bank's venture capital arm - BtoB Factory Ventures. He has an MBA from UC Berkeley and a bachelor's degree in Engineering from Cal Poly.

Sponsors



Host Analytics 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.
NetSuiteFounded in 1998, NetSuite Inc. (NYSE: N) is the leading provider of cloud computing business management software suites for growing and mid-size businesses. Thousands of customers globally use NetSuite's online products and professional services to manage all key business operations—including customer relationship management (CRM), order fulfillment, inventory, accounting/ERP and finance, product assembly, ecommerce, website management and employee productivity—in a single web-based system.

Peterson Sullivan LLPPeterson Sullivan is one of the largest CPA firms in the Pacific Northwest with over 80 professionals to provide expertise in accounting, auditing, comprehensive tax services, and business valuation for publicly traded companies, closely held businesses, private individuals, nonprofits, and auto dealerships throughout the region.

Location


Courtyard Seattle/Bellevue Downtown
11010 NE 8th Street
Bellevue, Washington 98004


CPE Information

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


CPE Information
Prerequisites: No advanced preparation is required prior to attending this event.
Program Level: Basic
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 2 CPE Credits
Events Delivery Method Group-Live


Proformative is registered with the Natioal 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