more-arw search

Webinar Recording

CFO’s Guide to Budgeting Software

Date: Thursday, August 18, 2016
Time: 2:00 pm - 3:00 pm EDT
The risks and rewards of using spreadsheets as the primary tool in the budgeting process are becoming well understood by the Office of the CFO. The Office is having to respond to not only demand for more efficient budgeting but demand for more frequent forecasts. Spreadsheets are unsuited to this new world which means transitioning away to a more structured solution. The Tech Savvy CFO needs to answer some critical questions in this transition.

Simon Turner will discuss the key questions that a CFO should be looking to answer, specifically:
  • Why the organization needs budgeting/EPM software
  • What the role of the CFO should be in this process
  • When a CFO should be looking to implement EPM software
  • Whom internally or externally we should be looking to resource the implementation
  • How much the implementation will cost or return over time
After attending this event you will be able to:
Understand why the organization needs budgeting/EPM software
Identify what the role of the CFO should be in this process
Recognize when a CFO should be looking to implement EPM software
Understand whom internally or externally we should be looking to resource the implementation
Identify how much the implementation will cost or return over time

Speakers

Simon Turner, MEng MSc ACA, Finance Director, Abcodia Inc.
Simon Turner, MEng MSc ACA
Finance Director, Abcodia Inc.
Simon has over 20 years of experience in International Finance and Business. Currently Finance Director for Abcodia, Inc. he spent 10 years as VP, Finance and Administration at Oxford Immunotec Global plc, taking the company from early stage start-up in the UK to NASDAQ IPO in November 2013. In that role he built countless budget, forecasting, financial projection and capital structuring Excel files leveraging his earlier experience with Deutsche Bank and JP Morgan to develop complex yet accurate Excel files to aid financial decision making and resource allocations. Simon has a MEng in Chemical Engineering from Imperial College, London as well as MSc (Fin) from London Business School and is a qualified UK chartered accountant (ICAEW).
Moderated by: Khoa Tran, Operations Manager, Proformative
Moderated by: Khoa Tran
Operations Manager, Proformative
Khoa is in charge of live event operations at Proformative and has led the preparation and execution of hundreds of live events on various finance, accounting and related topics across the Office of the CFO. You could say his job is a lot like learning finance and accounting for a living. Khoa is primarily responsible for ensuring great content, delivery, and learning for each of Proformative’s webinars and in-person events.

Sponsor

Event Sponsor Centage
Centage - Budget Maestro® by Centage is an easy-to-use and scalable, automated budgeting, planning, and forecasting application. It is designed for small to mid-market companies and automates many of the time-consuming and error-prone activities associated with using spreadsheets to generate accurate budgets and forecasts. It features built in financial and business logic that allow users to build and update their budgets and forecasts and never worry about formulas, functions, links or any custom programming. It is the only solution in the market that offers synchronized P&L, Balance Sheet, and Cash Flow reporting that generate automatically and seamlessly update. Budget Maestro serves more than 7,000 users worldwide.

Certification is not required to get started, but please let us know which certifications you have.

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.
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