Why Finance Must Focus on Customer Experience To Drive Revenue

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Duration: 1 Hour
Webinar Video
FREE
Sometimes the best revenue opportunities come from unexpected places - the customer segments that are largely ignored by the business. These areas of the business consistently deliver off the chart margins or a product produced in limited quantities that can drive record demand.

Focusing on the customer experience in these business segments gives finance teams the ability to provide a complete picture of opportunities to grow revenue and to drive cost out of the business. Join Tidemark’s VP of Finance and Operations Colby Moosman and guest speaker Paul Hamerman, VP and Principal Analyst from Forrester Research as they discuss how striking the right balance between investment in growth and cost control by customer, product, region and manager can maximize profitability and increase the lifetime value of your customer.
Recorded Jun 17, 2014

Learning Objectives

After attending this event you will be able to:
Discover how to generate a clear view of profitability by customer, product, region and manager
Learn how to optimize resource allocation to increase life time value of customers and fuel the right business opportunities
Understand how to create engagement across the organization by leveraging mobile technology to collaborate and plan

Speakers

Paul HamermanVice President and Principal Analyst, Forrester Research Inc.
Paul Hamerman
Vice President and Principal Analyst, Forrester Research Inc.
As an analyst on the Applications Development & Delivery team at Forrester, Paul focuses on human resources management and financial applications, as well as trends and directions in the overall market for enterprise applications. His work includes analyzing market trends in technology adoption, business process best-practices, software market sizing and segmentation, competitive analysis, application deployment models (e.g., SaaS), and next-generation technologies.

Paul works extensively with both applications user clients (technology buyers) and vendor clients, internationally and across a wide variety of industries. He assists corporate and governmental user organizations with vendor selection, upgrade decisions, and business process optimization strategies. Paul advises software vendors and services providers on product strategies, competitive dynamics, product capabilities, partnering strategies, and M&A opportunities.

Paul earned a B.A. in economics from Connecticut College and an MBA from Duke University's Fuqua School of Business. He is a certified public accountant (CPA) and a certified management accountant.
Colby Moosman VP Finance and Operations, Tidemark
Colby Moosman
VP Finance and Operations, Tidemark
Colby Moosman joined Tidemark in November 2013 after more than four years at American Airlines, where he advanced through a series of crucial Finance roles. While there, he directed financial planning and analysis activities during the airline’s Chapter 11 bankruptcy and developed an innovative corporate planning concept that resulted in the largest commercial aircraft order in history, a critical step in American Airlines’ turnaround. He also led restructuring-driven “fresh start” valuations and the accounting team’s merger integration efforts. Colby holds a MBA and master’s degree in Accounting from Southern Methodist University’s Cox School of Business. He also holds a bachelor’s degree in Finance from Louisiana State University.
Moderated by: Ernie HumphreyEducational Programs Leader, Proformative
Moderated by: Ernie Humphrey
Educational Programs Leader, Proformative
Ernie currently serves as the CEO of 360 Thought Leadership Consulting and as the Educational Programs Leader for Proformative. 360 Thought Leadership Consulting helps companies define and unlock the strategic value of their thought leadership programs by delivering comprehensive marketing services and business development strategy consulting. Previously Ernie served as the Vice President, Educational & Marketing Programs for Proformative. Ernie has overseen the content and execution of over 200 events designed to further the careers of finance and accounting leaders and related 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 experience in the areas of educational program development and execution, online marketing, website content management, international cash management, and acquisition integration. Ernie has a BS and MS in Economics both from Purdue University.

Sponsors

Event Sponsor Tidemark
Tidemark - Tidemark doesn't think that you can move forward while looking back. An historical, database-structured view of the world is not the way businesspeople see the world. They don't have time to learn the intricacies of advanced modeling tools. They don't ask questions in SQL. They need information, now. They need today's context. And they need to know their options and the implications of each—before the decision window closes. Tidemark's unified performance management apps give all decision makers real-time analytics, complete with their personal business contexts. Now they know what if, why, and what to do about it. They can look forward, instead of back. And because Tidemark apps are delivered from the cloud, your team always has what they need, anywhere they happen to be.
Paul Hamerman, Vice President and Principal Analyst, Forrester Research Inc.
Paul Hamerman, Vice President and Principal Analyst, Forrester Research Inc.
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