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Webinar Recording

5 Best Practices of Effective Budgeting & Planning: From Theory to Practice

Date: Tuesday, October 15, 2013
Time: 2:00 pm - 3:00 pm EDT There are no CPE Credits for this Solution Demonstration.
Advances in technology are creating opportunities to realize the benefits of creating better alignment of budgeting and forecasting efforts with strategic initiatives and operating in a dynamic financial planning environment. This webinar will focus on how companies are leveraging technology and redefining processes to offer the right data at the right time to the right people within their organizations. The content will focus on illustrating 5 key best practices in strategic financial planning in action, in addition to discussing the theory behind them. Attendees will learn how leading practitioners are improving core operations today, and building strategic business value for the future.
After attending this webinar you will be able to:
Understand how to deliver timely and accurate re-forecasts & what-if scenarios
Discover how to drive better business decisions through improved reporting and analysis
Understand how to implement 5 key best practices in effective financial planning at your company
Learn how to improve companywide participation and alignment in your company’s budgeting and planning efforts


Bill Aiken, Principal & CEO, Abacist Group
Bill Aiken
Principal & CEO, Abacist Group
Bill has extensive experience in helping companies off all sizes achieve their growth goals. He is the founder and CEO of Abacist Group, a boutique consulting firm focused on Corporate Performance Management. Bill gained significant business operations experience working for 10 years at PepsiCo & Frito-Lay with their Finance, Sales and Marketing organizations. When Bill left PepsiCo to launch Abacist Group, he was the Finance Director for PepsiCo’s $7 Billion Strategy Grocery channel. Prior to PepsiCo, Bill worked for a small B2B company in Dallas, Nortel in Richardson, TX, as well as the major consulting firm Andersen Consulting in Washington DC. Bill earned his bachelor’s degree in economics from Washington and Lee University in Lexington, Virginia and his MBA with a concentration in Finance from the University of Texas at Austin.
Eric Zimmerman, Manager of Financial Planning and Analysis, Infusionsoft
Eric Zimmerman
Manager of Financial Planning and Analysis, Infusionsoft
With close to 15 years of Budgeting and Planning experience, Eric joined as Manager of Financial Planning and Analysis for Infusionsoft in 2012. He currently is the Adaptive Planning administrator and owner of the budget and planning process for Infusionsoft. Before arriving at Infusionsoft, Eric worked for AMD in both Sunnyvale, California and Austin, Texas. At AMD, Eric spent time as the global consolidator and created AMD’s Long Range Plan model. Eric also worked as Manager of Planning and Strategy with in Dallas, Texas. With Match, Eric consolidated the North American flagship product as well as created the financial plans, metrics, and reports for the mobile product division. Most recently, Eric worked for SMSC as Manager of Financial Planning in Chandler, Arizona. His responsibilities at SMSC were budgeting and planning for four distinct international product lines. He has extensive system experience with SAP, Hyperion, NetSuite, Adaptive Planning and is a self-proclaimed Excel Geek. He received a business finance degree from Brigham Young University and a MBA from the University of Texas in Austin.
Moderated by: Ernie Humphrey, Educational 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.


Event Sponsor NetSuite
NetSuite - Founded 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.
Event Sponsor Adaptive Planning
Adaptive Planning - Adaptive Planning is the worldwide leader in on-demand financial planning and reporting solutions that improve operational efficiency, strengthen companywide collaboration, and drive better business decisions in companies of all sizes. Adaptive Planning makes it easy to move beyond spreadsheets and automate budgeting, forecasting, reporting, and "what-if" analysis, without the cost and complexity associated with traditional business intelligence and BPM software. With free software, free trials, and both on-demand and on-premise
By filling out this form you will become a member of Proformative, and are subject to Proformative's User Agreement. This webinar is provided to you for free by the sponsor, who may contact you later.

There are no CPE Credits for this Solution Demonstration.