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Webinar Recording

Best Practices: Budgeting in Excel and Beyond

Date: Wednesday, February 17, 2016
Time: 2:00 pm - 3:00 pm EST
When it comes to planning and budgeting, Excel doesn’t always excel. Even with the most stringent procedures and cautious checks and balances in place, we can find ourselves knee deep in spreadsheets and uncertainty.

This webinar will cover a better planning process that benefits the entire organization. We’ll provide the right ways to use Excel for planning and budgeting as well as best practices that go beyond spreadsheets. We’ll discuss everything from payroll processing to Capex planning.
After attending this event you will be able to:
Understand when and when not to utilize Excel in the planning and budgeting process, and what to do instead so that all of your business needs are satisfied
Identify organizational areas of opportunity that could benefit from adopting best practices
Understand your organization’s end user contribution and where Excel is needed and necessary
Recognize where barriers lie in redefining planning and budgeting for your business

Speakers

Anthony Nazzaro, Principal, CohnReznick LLP
Anthony Nazzaro
Principal, CohnReznick LLP
Anthony Nazzaro is a Principal with CohnReznick LLP where he provides Strategy,Operations and Technology services to the Construction and Real Estate industries. Anthony has over 30 years of industry experience and has led significant projects that drive toward operational excellence, from assessment and design of organization, process and systems to optimization and implementation projects. Anthony prides himself on the ability to not only complete strategic design level projects, but also to carry these projects through the full implementation and change management cycle.
Jon Louvar, Budgeting Expert, insightsoftware.com
Jon Louvar
Budgeting Expert, insightsoftware.com
Jon Louvar is the Budgeting Expert at insightsoftware.com, specializing in planning functionality. He travels the world overseeing the utilization of Hubble software. Jon brings 18 years of experience in accounting, finance, and technology. Prior to his current role, he was a Certified Public Accountant and auditor at Ernst & Young. His acute interest in manufacturing led him to spearhead and manage the financial reporting and planning of a $3.5-billion company where he began to meld and utilize the creative aspects of performance software. InsightSoftware.com has been the natural bridge of his talents and professional interests
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. 360 Thought Leadership Consulting helps companies define and unlock the strategic value of their thought leadership programs. 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.

Sponsor

Event Sponsor Hubble
Hubble - Hubble is an integrated suite of performance management apps from insightsoftware.com. It offers reporting, analytics, and planning in a single, real-time solution that fully understands your ERP. Hubble integrates your critical business systems so users at all levels have access to live data- extraordinarily fast. With this type of visibility, everyone can easily understand, manage, and predict the business.
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.

Continuing Education Information

Certified Public Accountant

  • Continuing Education Credit
    1 CPE Credit
  • Field of Study
    Finance
  • CPE Delivery Method
    Group-Internet
  • Program Location
    Online
  • Program Level
    Basic
  • Prerequisites
    No advanced preparation or prerequisites are required for this course.
  • Information
    cpe/qas logo
    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 submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
    NASBA – Sponsor Number: 109504
More information about CPE Credits

Continuing Professional Development

  • Continuing Education Credit
    1 Hour
  • Field of Study
    Finance
  • CPE Delivery Method
    Group-Internet
  • Program Location
    Online
  • Information
    Your specific provider of Continuing Professional Development accreditation has final authority on the acceptance of individual courses for CPD credit.
More information about Hours

Certified Management Accountant

  • Continuing Education Credit
    1 CE Credit
  • Field of Study
    Finance
  • CE Delivery Method
    Group-Internet
  • Program Location
    Online
  • Program Level
    Basic
  • Prerequisites
    No advanced preparation or prerequisites are required for this course.
More information about CE Credits