more-arw search

Live Webinar

Best Practices for Reducing Reliance on Excel

Date: Thursday, July 18, 2019
Time: 2:00 pm - 3:00 pm EDT
Eventually, all growing businesses run into the frustrating limitations that come with the manual processes of working in Excel: unreliable reporting, lengthy closing cycles, financial statement inaccuracies, and noncompliance.

The situation is even worse if excel is being used to offset the limitation on an entry-level accounting package such as QuickBooks.

When finance teams rely too heavily on spreadsheets, they waste valuable time checking formulas and validating data when they could be using that time for more value added analysis to help their businesses grow. Join this webinar as we discuss how to move beyond Excel and best practices for reducing reliance on spreadsheets. After attending this event you will be able to:
  • Identify the limitations of budgeting and planning in Excel
  • Understand the benefits of leveraging the cloud to support budgeting and adopt a more dynamic planning approach
  • Provide your company with the steps to achieve more timely, insightful reporting and analysis to propel the business forward

Speakers

Larry Maisel, President, DecisionVu Group, Inc.
Larry Maisel
President, DecisionVu Group, Inc.
Larry Maisel is President of DecisionVu Group, Inc., a management consultancy specializing in Corporate Performance Management, Financial Management, and IT Value Management. He is a seasoned business executive who has successfully demonstrated abilities to provide leadership in Strategy and Financial Management, and Information Technology.

He has extensive industry experiences with corporate organizations of varying sizes and industries. Larry has held senior executive positions at PeopleSoft/Oracle, and as Executive Partner in Charge of KPMG Consulting’s Strategy and Financial Management Consulting Practice. Larry co-created with Drs. Kaplan and Norton, the Balanced Scorecard Approach. He is an accomplished author, and his most recent book is “Predictive Business Analytics – Forward-looking Capabilities to Improve Business Performance” published by John Wiley & Sons.

He is one of the foremost leaders in the area of Corporate Performance Management and Predictive Business Analytics. Larry is a CPA, CGMA, holds a BA in Economics from New York University and an MBA in Corporate Financial Management from Pace University and (formerly) an adjunct professor at Columbia’s Graduate School of Business.
Moderated by: Jess Bozzo, Content Manager, Argyle Executive Forum
Moderated by: Jess Bozzo
Content Manager, Argyle Executive Forum
Jess is the Content Manager for Argyle Executive Forum’s growing CFO virtual division. In her current role, Jess is responsible for the creation and implementation of virtual event themes, overviews, and working with speakers and partners to create engaging and timely content. Prior to joining Argyle, Jess got her start in audience development and marketing with NewBay Media. A graduate of Gettysburg College, and a New Jersey native, Jess currently resides in Hoboken.

Sponsor

Event Sponsor Sage Intacct
Sage Intacct - Sage Intacct is the innovation and customer satisfaction leader in cloud Financial Management. With the powerful combination of Sage and Intacct, the Sage Business Cloud offers the best capabilities of both companies. Bringing cloud computing to finance and accounting, Sage Intacct’s innovative and award-winning applications are the preferred financial applications for AICPA business solutions. In use by organizations from startups to public companies, Sage Intacct is designed to improve company performance and make finance more productive. Hundreds of leading CPA firms and Value Added Resellers also offer Sage Intacct to their clients.

The Sage Intacct system includes accounting, cash management, purchasing, vendor management, financial consolidation, revenue recognition, subscription billing, contract management, project accounting, fund accounting, inventory management, and financial reporting applications, all delivered through the cloud.

Sage Intacct is based in San Jose, California and an entity of Sage, the market and technology leader for integrated accounting, payroll and payment systems, supporting the ambition of entrepreneurs and business builders and a FTSE 100 business. For more information on Sage Intacct, please visit www.sageintacct.com or call 877-437-7765.

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.
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
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